Surgical, Medical, And Dental Instruments And Supplies - Largest Owners in this Industry

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

Investor Number of Known Investments
Proequities, Inc. 428
UBS Group AG 410
Citadel Advisors Llc 396
Bank Of America Corp /de/ 384
Morgan Stanley 381
Susquehanna International Group, Llp 354
Jpmorgan Chase & Co 349
Millennium Management Llc 348
Wells Fargo & Company/mn 347
Royal Bank Of Canada 341
Tower Research Capital LLC (TRC) 334
Goldman Sachs Group Inc 334
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 325
Geode Capital Management, Llc 321
BlackRock, Inc. 320
Deutsche Bank Ag\ 320
Vanguard Group Inc 318
Citigroup Inc 313
Barclays Plc 305
State Street Corp 297
Jane Street Group, Llc 295
Renaissance Technologies Llc 291
Bank of New York Mellon Corp 278
Advisor Group Holdings, Inc. 275
Northern Trust Corp 274
Fmr Llc 272
Virtu Financial LLC 270
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 265
Hrt Financial Lp 264
Bnp Paribas Arbitrage, Sa 254
Credit Suisse Ag/ 250
Bank Of Montreal /can/ 245
Two Sigma Investments, Lp 232
D. E. Shaw & Co., Inc. 229
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 225
Walleye Capital LLC 222
Group One Trading, L.p. 221
Marshall Wace, Llp 220
Simplex Trading, Llc 218
Manufacturers Life Insurance Company, The 218
IFP Advisors, Inc 217
Two Sigma Securities, Llc 215
American International Group, Inc. 215
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 214
Ameriprise Financial Inc 214
Pnc Financial Services Group, Inc. 213
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 213
Charles Schwab Investment Management Inc 212
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 211
Invesco Ltd. 211
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 210
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 209
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 208
Cubist Systematic Strategies, LLC 206
Prelude Capital Management, Llc 206
Dimensional Fund Advisors Lp 205
Creative Planning 205
New York State Common Retirement Fund 204
SG Americas Securities, LLC 204
Walleye Trading LLC 203
Squarepoint Ops LLC 202
California State Teachers Retirement System 202
Us Bancorp \de\ 202
Rhumbline Advisers 199
Boothbay Fund Management, Llc 196
Two Sigma Advisers, Lp 195
Verition Fund Management LLC 194
Schonfeld Strategic Advisors LLC 193
Northwestern Mutual Wealth Management Co 191
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 189
Wolverine Asset Management Llc 188
Alliancebernstein L.p. 187
Victory Capital Management Inc 187
Wolverine Trading, Llc 186
Price T Rowe Associates Inc /md/ 185
Legal & General Group Plc 184
Russell Investments Group, Ltd. 183
California Public Employees Retirement System 183
Ladenburg Thalmann Financial Services Inc 180
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 180
Panagora Asset Management Inc 179
Aqr Capital Management Llc 179
XTX Topco Ltd 178
Qube Research & Technologies Ltd 178
BlackRock Fund Advisors 177
Gsa Capital Partners Llp 177
Federated Hermes, Inc. 177
Captrust Financial Advisors 176
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 175
Cwm, Llc 175
Paloma Partners Management Co 174
Strs Ohio 174
Balyasny Asset Management Llc 174
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 173
Nuveen Asset Management, LLC 173
Jefferies Group LLC 172
Ameritas Investment Partners, Inc. 172
HighTower Advisors, LLC 171
LPL Financial LLC 171
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 171
Advisor Group, Inc. 171
Polar Asset Management Partners Inc. 171
Parametric Portfolio Associates Llc 170
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 170
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 169
Lazard Asset Management Llc 168
Sei Investments Co 168
Voya Investment Management Llc 168
Metropolitan Life Insurance Co/ny 167
Vanguard Index Funds 167
Nomura Holdings Inc 167
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 167
Acadian Asset Management Llc 166
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 166
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 166
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 164
Macquarie Group Ltd 163
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 162
BlackRock Institutional Trust Company, N.A. 162
Wellington Management Group Llp 160
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 160
BlackRock Investment Management, LLC 158
Principal Financial Group Inc 157
Gabelli Funds Llc 157
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 157
Advisory Services Network, LLC 156
Steward Partners Investment Advisory, Llc 156
Stifel Financial Corp 156
Allianz Asset Management GmbH 156
Bridgeway Capital Management Inc 155
ExodusPoint Capital Management, LP 155
Calamos Advisors LLC 155
Amalgamated Bank 155
Kcg Holdings, Inc. 154
Cutler Group LP 154
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 153
Ubs Asset Management Americas Inc 153
Parallel Advisors, LLC 153
LMR Partners LLP 153
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 152
Highbridge Capital Management Llc 152
Point72 Asset Management, L.P. 151
Raymond James Financial Inc 151
Magnetar Financial LLC 150
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 150
Raymond James & Associates 150
Engineers Gate Manager LP 150
State Board Of Administration Of Florida Retirement System 150
BlackRock Advisors LLC 149
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 149
Ubs Ag 148
Ergoteles LLC 148
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 148
Deerfield Management Company, L.p. (series C) 147
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 147
Quantbot Technologies LP 147
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 146
MetLife Investment Management, LLC 146
IWC - iSHARES TRUST - iShares Micro-Cap ETF 143
Envestnet Asset Management Inc 143
Pura Vida Investments, Llc 143
Trexquant Investment LP 142
Neuberger Berman Group LLC 142
Tudor Investment Corp Et Al 142
American Century Companies Inc 142
SBI Securities Co., Ltd. 142
ProShare Advisors LLC 141
Man Group plc 141
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 141
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 140
Oxford Asset Management Llp 140
PDT Partners, LLC 140
A.R.T. Advisors, LLC 139
Guggenheim Capital Llc 139
Jump Financial, LLC 139
Signaturefd, Llc 138
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 138
EAM Investors, LLC 138
Zurcher Kantonalbank (Zurich Cantonalbank) 137
Jacobs Levy Equity Management, Inc 137
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 137
Prudential Financial Inc 136
Federation des caisses Desjardins du Quebec 136
Hsbc Holdings Plc 136
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 136
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 136
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 136
Allworth Financial LP 135
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 135
Swiss National Bank 134
Rockefeller Capital Management L.P. 134
Parallax Volatility Advisers, L.P. 134
Tiaa Cref Investment Management Llc 134
Nationwide Fund Advisors 134
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 134
Marshall Wace North America L.P. 133
Nisa Investment Advisors, Llc 133
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 133
Norges Bank 133
Franklin Resources Inc 132
PEAK6 Investments LLC 132
GWM Advisors LLC 132
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 132
Teachers Advisors, Llc 132
Centiva Capital, LP 132
Sterling Capital Management LLC 132
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 131
Janus Henderson Group Plc 130
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 130
Arrowstreet Capital, Limited Partnership 130
Fifth Third Bancorp 130
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 130
Glenmede Trust Co Na 130
BlueCrest Capital Management Ltd 129
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 128
TCI Wealth Advisors, Inc. 127
State Of Wisconsin Investment Board 127
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 127
First Trust Advisors Lp 127
Bessemer Group Inc 127
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 127
Dynamic Technology Lab Private Ltd 126
IWV - iSHARES TRUST - iShares Russell 3000 ETF 126
Principal Funds Inc 126
Meeder Asset Management Inc 126
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 126
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 126
Hudson Bay Capital Management LP 126
Alyeska Investment Group, L.P. 126
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 125
NSIDX - Northern Funds - Northern Small Cap Index Fund 125
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 125
Teacher Retirement System Of Texas 125
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 125
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 125
Point72 Hong Kong Ltd 125
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 125
Royce & Associates Lp 124
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 124
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 124
Thompson Davis & Co., Inc. 124
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 124
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 124
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 124
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 124
IWM - iSHARES TRUST - iShares Russell 2000 ETF 123
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 123
Comerica Bank 123
Raymond James Financial Services Advisors, Inc. 123
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 123
Profunds - Profund Vp Small-cap 122
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 122
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 122
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 122
Huntington National Bank 122
Profunds - Profund Vp Ultrasmall-cap 121
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 121
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 121
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 120
Algert Global Llc 120
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 120
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 120
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 120
Lord, Abbett & Co. Llc 119
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 119
Driehaus Capital Management Llc 119
Capstone Investment Advisors, Llc 118
Quadrant Capital Group Llc 118
FNY Investment Advisers, LLC 118
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 118
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 118
PENN SERIES FUNDS INC - Small Cap Index Fund 118
Blair William & Co/il 118
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 117
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 117
Commonwealth Equity Services, Llc 117
Los Angeles Capital Management Llc 117
O'shaughnessy Asset Management, Llc 117
VCSLX - VALIC Co I - Small Cap Index Fund 117
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 117
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 117
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 117
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 116
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 116
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 116
Alpine Global Management, LLC 116
CIBC Private Wealth Group, LLC 116
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 116
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 116
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 116
Connor, Clark & Lunn Investment Management Ltd. 116
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 116
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 116
Perceptive Advisors Llc 115
Thrivent Financial For Lutherans 115
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 115
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 115
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 115
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 115
Putnam Investments Llc 115
Allspring Global Investments Holdings, LLC 114
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 114
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 114
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 114
Spark Investment Management LLC 114
State of Wyoming 114
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 114
Occudo Quantitative Strategies Lp 114
Cnh Partners Llc 114
SLPIX - Profunds - Small-cap Profund Investor Class 114
Adage Capital Partners Gp, L.l.c. 113
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 113
Russell Frank Co/ 113
Winton Capital Group Ltd 113
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 113
Ground Swell Capital, LLC 113
Harbour Investments, Inc. 113
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 112
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 112
Css Llc/il 112
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 112
Great West Life Assurance Co /can/ 112
Jones Financial Companies Lllp 112
EverSource Wealth Advisors, LLC 111
Susquehanna Fundamental Investments, Llc 111
Truist Financial Corp 111
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 111
Laurion Capital Management LP 111
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 111
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 110
Acrospire Investment Management LLC 110
OMERS ADMINISTRATION Corp 110
Farther Finance Advisors, LLC 110
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 110
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 110
Ubs Oconnor Llc 110
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 110
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 109
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 109
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 108
Essex Investment Management Co Llc 107
Ancora Advisors, LLC 107
Dupont Capital Management Corp 107
NOSGX - Northern Funds - Northern Small Cap Value Fund 107
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 107
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 107
First Horizon Advisors, Inc. 107
BlackRock Group LTD 107
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 107
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 107
Cambridge Investment Research Advisors, Inc. 107
Amalgamated Financial Corp. 107
Landscape Capital Management, L.l.c. 106
Sabby Management, Llc 106
Lindbrook Capital, Llc 106
Geneos Wealth Management Inc. 106
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 106
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 106
State Farm Mutual Fund Trust 106
State Farm Variable Product Trust 106
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 106
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 106
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 106
First Republic Investment Management, Inc. 105
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 105
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 105
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 105
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 105
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 105
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 105
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 105
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 105
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 105
Arizona State Retirement System 104
Toronto Dominion Bank 104
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 104
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 104
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 103
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 103
Aquatic Capital Management LLC 103
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 103
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 103
Weiss Multi-Strategy Advisers LLC 103
Global Retirement Partners, LLC 103
Covestor Ltd 102
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 102
Tfs Capital Llc 102
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 102
Bayesian Capital Management, LP 102
VDAFX - VALIC Co I - Dynamic Allocation Fund 102
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 102
Armistice Capital, Llc 102
NEXT Financial Group, Inc 102
MetLife Securities, Inc 102
Kennedy Capital Management, Inc. 102
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 101
Mirae Asset Global Investments Co., Ltd. 101
Guggenheim Active Allocation Fund 101
State of Tennessee, Treasury Department 101
Valeo Financial Advisors, LLC 101
Ellevest, Inc. 101
Private Advisor Group, LLC 101
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 101
Voloridge Investment Management, Llc 101
Campbell & CO Investment Adviser LLC 101
Parkside Financial Bank & Trust 101
Dark Forest Capital Management Lp 101
GAMMA Investing LLC 100
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 100
National Bank Of Canada /fi/ 100
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 100
Y-Intercept (Hong Kong) Ltd 100
United Services Automobile Association 100
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 100
Mackenzie Financial Corp 100
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 100
Hbk Investments L P 99
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 99
Eaton Vance Management 99
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 99
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 99
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 99
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 98
First Manhattan Co 98
Nuveen, LLC 98
M&t Bank Corp 98
Larson Financial Group LLC 98
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 98
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 98
Jefferies Financial Group Inc. 98
Public Employees Retirement System Of Ohio 98
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 97
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 97
Police & Firemen's Retirement System of New Jersey 97
Glassman Wealth Services 97
Td Asset Management Inc 97
PEAK6 Investments, L.P. 96
Fred Alger Management, Llc 96
KBC Group NV 96
Versant Capital Management, Inc 96
Healthcare Of Ontario Pension Plan Trust Fund 96
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 96
Public Employees Retirement Association Of Colorado 96
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 95
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 95
Globeflex Capital L P 95
Aperio Group, LLC 95
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 95
Spire Wealth Management 95
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 95
Sowell Financial Services LLC 95
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 95
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 95
Natixis 95
Loomis Sayles & Co L P 94
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 94
Gotham Asset Management, LLC 94
Massmutual Trust Co Fsb/adv 94
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 94
Alberta Investment Management Corp 94
Massachusetts Financial Services Co /ma/ 94
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 93
Mariner, LLC 93
Credit Agricole S A 93
Hillsdale Investment Management Inc. 93
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 93
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 93
D.a. Davidson & Co. 93
Teachers Retirement System Of The State Of Kentucky 92
Caption Management, LLC 92
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 92
Canada Pension Plan Investment Board 92
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 92
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 92
Axa S.a. 92
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 92
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 91
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 91
Mutual Of America Capital Management Llc 91
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 91
Ensign Peak Advisors, Inc 91
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 91
Intech Investment Management Llc 91
Oppenheimer Asset Management Inc. 91
RidgeWorth Capital Management LLC 91
Mackay Shields Llc 91
Cetera Advisor Networks LLC 91
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 91
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 91
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 91
Corebridge Financial, Inc. 90
American Portfolios Advisors 90
Fox Run Management, L.l.c. 90
SRS Capital Advisors, Inc. 90
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 90
Eagle Asset Management Inc 90
Assenagon Asset Management S.A. 90
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 90
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 90
QS Investors, LLC 90
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 90
Aigen Investment Management, Lp 90
Tfs Capital Investment Trust 90
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 89
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 89
Capital Fund Management S.a. 89
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 89
Graham Capital Management, L.P. 89
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 89
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 89
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 89
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF 89
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 89
HAP Trading, LLC 88
PENN SERIES FUNDS INC - International Equity Fund 88
Aviva Plc 88
Virginia Retirement Systems Et Al 88
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 88
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 88
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 88
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 88
Assetmark, Inc 88
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 88
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 88
ClariVest Asset Management LLC 88
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 88
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 87
Piedmont Investment Advisors Llc 87
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 87
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 87
AdvisorNet Financial, Inc 87
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 87
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 87
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 87
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 86
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 86
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 86
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 86
NumerixS Investment Technologies Inc 86
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 86
Vanguard World Fund 86
College Retirement Equities Fund 86
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 86
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 86
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 86
Fuller & Thaler Asset Management, Inc. 86
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 86
Janney Montgomery Scott LLC 86
Bogle Investment Management L P /de/ 85
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 85
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 85
State of New Jersey Common Pension Fund D 85
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 85
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 85
Amundi 85
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 85
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 85
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 84
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 84
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 84
GABELLI & Co INVESTMENT ADVISERS, INC. 84
Suntrust Banks Inc 84
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 84
Public Sector Pension Investment Board 84
Tiaa-cref Funds 84
Oppenheimer & Co Inc 84
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 84
Quantitative Systematic Strategies LLC 84
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 84
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 84
Schroder Investment Management Group 84
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 84
Gamco Investors, Inc. Et Al 84
MUFG Americas Holdings Corp 84
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 84
Stratos Wealth Partners, LTD. 84
Brown Brothers Harriman & Co 83
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 83
Quadrature Capital Ltd 83
Clear Street Markets Llc 83
Oppenheimer Funds Inc 83
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 83
MASTER BOND LLC - Master Total Return Portfolio 83
Hartland & Co., LLC 83
Ronald Blue Trust, Inc. 83
Picton Mahoney Asset Management 83
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 83
Moore Capital Management, Lp 83
Brown Advisory Inc 83
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 83
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 83
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 83
Numeric Investors Llc 83
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 83
Jennison Associates Llc 82
First Light Asset Management, LLC 82
Menta Capital Llc 82
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 82
MAI Capital Management 82
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 82
Perkins Capital Management Inc 82
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 82
National Asset Management, Inc. 82
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 82
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 82
Cresset Asset Management, LLC 82
Capital Performance Advisors Llp 82
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 82
Humankind Benefit Corp - Humankind US Stock ETF 82
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 82
Wealthspire Advisors, L.P. 82
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 82
True Wealth Design, LLC 82
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 81
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 81
New York State Teachers Retirement System 81
Point72 Asia (Singapore) Pte. Ltd. 81
Belpointe Asset Management LLC 81
Caas Capital Management Lp 81
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 81
Ellington Management Group Llc 81
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 81
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 81
Rothschild Investment Llc 81
Clear Street Llc 81
Stevens Capital Management Lp 81
Point72 (DIFC) Ltd 81
BlackRock Japan Co. Ltd 81
Quarry LP 80
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 80
Atom Investors LP 80
Benjamin F. Edwards & Company, Inc. 80
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 80
First Mercantile Trust Co 80
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 80
Versor Investments LP 80
FORA Capital, LLC 80
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 80
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 80
Emerald Acquisition Ltd. 79
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 79
Coldstream Capital Management Inc 79
Endurant Capital Management LP 79
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 79
Brevan Howard Capital Management LP 79
Martingale Asset Management L P 79
Sectoral Asset Management Inc 79
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 79
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 79
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 79
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 79
Altshuler Shaham Ltd 79
Visium Asset Management, LP 79
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 79
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 79
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 79
Smartleaf Asset Management LLC 78
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 78
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 78
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 78
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 78
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 78
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 78
Whittier Trust Co 78
Six Circles Trust - Six Circles Global Bond Fund 78
Managed Account Advisors Llc 78
Castleark Management Llc 78
Stephens Inc /ar/ 78
First Quadrant L P/ca 78
Caitong International Asset Management Co., Ltd 78
Petrus Trust Company, LTA 78
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 77
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 77
Texas Permanent School Fund 77
Maven Securities LTD 77
Airain ltd 77
Skopos Labs, Inc. 77
Private Trust Co Na 77
Gilder Gagnon Howe & Co Llc 77
Amundi Pioneer Asset Management Inc 77
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 77
Advanced Series Trust - Ast Small-cap Growth Portfolio 77
BNP Paribas Asset Management Holding S.A. 77
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 77
Cetera Investment Advisers 77
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 77
Baird Financial Group, Inc. 77
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 77
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 77
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 77
Zacks Investment Management 77
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 77
Twinbeech Capital Lp 76
Pacer Advisors, Inc. 76
Handelsbanken Fonder AB 76
Orion Portfolio Solutions, LLC 76
Anson Funds Management LP 76
Manchester Capital Management LLC 76
Old Mission Capital Llc 76
Cerity Partners LLC 76
Point72 Middle East FZE 76
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 76
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 76
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 76
Quest Partners LLC 76
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 76
Oregon Public Employees Retirement Fund 76
Vantagepoint Funds 75
Kornitzer Capital Management Inc /ks 75
Nicholas Investment Partners, LP 75
Silvercrest Asset Management Group Llc 75
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 75
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 75
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 75
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 75
Pathstone Family Office, Llc 75
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 75
Legato Capital Management LLC 75
Capital Advisors, Ltd. LLC 75
Louisiana State Employees Retirement System 75
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 75
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 75
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 75
J. Goldman & Co LP 75
Exchange Traded Concepts, Llc 74
International Assets Investment Management, Llc 74
TENOR CAPITAL MANAGEMENT Co., L.P. 74
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 74
Blueshift Asset Management, LLC 74
Advisors Asset Management, Inc. 74
Palisade Capital Management Llc/nj 74
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 74
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 74
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 74
Cvi Holdings, Llc 74
Quantamental Technologies LLC 74
Candriam Luxembourg S.C.A. 74
Municipal Employees' Retirement System of Michigan 74
Bridgewater Associates, LP 74
Commonwealth Equity Services, Inc 74
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 74
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 74
CENTRAL TRUST Co 73
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 73
Weiss Asset Management LP 73
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 73
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 73
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 73
Gemmer Asset Management LLC 73
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 73
Plante Moran Financial Advisors, LLC 73
Sio Capital Management, LLC 73
State of Alaska, Department of Revenue 73
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 73
Berman Capital Advisors, LLC 73
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 73
Diversified Trust Co 73
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 73
Seven Eight Capital, Lp 72
Farmers & Merchants Investments Inc 72
Cowen And Company, Llc 72
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 72
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 72
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 72
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 72
Redmile Group, LLC 72
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 72
Umb Bank N A/mo 72
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 72
Bell Investment Advisors, Inc 72
EntryPoint Capital, LLC 72
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 72
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 72
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 72
Woodline Partners LP 72
Claymore Exchange-traded Fund Trust 71
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 71
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 71
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 71
Caxton Associates Lp 71
Sculptor Capital LP 71
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 71
Glazer Capital, Llc 71
PineBridge Investments, L.P. 71
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 71
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 71
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 71
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 71
Keybank National Association/oh 71
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 71
Monashee Investment Management LLC 71
Weiss Strategic Interval Fund 71
CoreCap Advisors, LLC 71
Employees Retirement System of Texas 71
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 71
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 71
HighMark Wealth Management LLC 71
Lisanti Capital Growth, LLC 70
Whitebox Advisors Llc 70
FinTrust Capital Advisors, LLC 70
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 70
Cibc World Markets Corp 70
Segall Bryant & Hamill, Llc 70
Granite Investment Partners, LLC 70
Cinctive Capital Management LP 70
Altium Capital Management LP 70
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 70
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 70
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 70
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 70
Regions Financial Corp 70
Skandinaviska Enskilda Banken AB (publ) 70
DekaBank Deutsche Girozentrale 70
Principal Securities, Inc. 70
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 70
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 70
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 70
Crossmark Global Holdings, Inc. 70
Waddell & Reed Financial Inc 69
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 69
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 69
NSGRX - Northern Funds - Northern Small Cap Core Fund 69
C M Bidwell & Associates Ltd 69
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 69
Profund Advisors Llc 69
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 69
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 69
K2 Principal Fund, L.p. 69
Sofos Investments, Inc. 69
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 69
Vestcor Inc 69
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 69
Nine Chapters Capital Management LLC 68
Columbus Circle Investors 68
Proficio Capital Partners LLC 68
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 68
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 68
Assured Investment Management LLC 68
Mason Street Advisors, Llc 68
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 68
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 68
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 68
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 68
Linden Advisors Lp 68
RBB FUND, INC. - Adara Smaller Companies Fund 68
Natixis Advisors, L.p. 68
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 68
EAM Global Investors LLC 68
LS Investment Advisors, LLC 67
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 67
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 67
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 67
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 67
Element Capital Management Llc 67
Orbimed Advisors Llc 67
Atria Investments Llc 67
Bokf, Na 67
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 67
Penserra Capital Management LLC 67
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF 67
Seacrest Wealth Management, Llc 67
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 67
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 67
First Hawaiian Bank 67
Advanced Series Trust - Ast Advanced Strategies Portfolio 67
Rehmann Capital Advisory Group 67
Broadfin Capital, LLC 67
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 66
Soleus Capital Management, L.P. 66
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 66
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 66
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 66
Valley National Advisers Inc 66
Mercer Global Advisors Inc /adv 66
SECOR Capital Advisors, LP 66
Cornerstone Planning Group LLC 66
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 66
Daiwa Securities Group Inc. 66
Financial Architects, Inc 66
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 66
Eqis Capital Management, Inc. 66
Private Capital Group, LLC 66
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 66
Cadence Capital Management Llc 66
Maverick Capital Ltd 66
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 66
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 66
IndexIQ Advisors LLC 66
FIL Ltd 65
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 65
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 65
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 65
Mml Investors Services, Llc 65
Hutchin Hill Capital, LP 65
Catalyst Funds Management Pty Ltd 65
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 65
Polar Capital LLP 65
Parkman Healthcare Partners LLC 65
Newbridge Financial Services Group, Inc. 65
Asset Management One Co., Ltd. 65
Rtw Investments, Lp 65
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 65
Gabelli Equity Trust Inc 65
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 65
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 65
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 65
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 65
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 65
Kestra Advisory Services, LLC 65
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 65
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 64
Diametric Capital, LP 64
Sherbrooke Park Advisers Llc 64
Catalyst Capital Advisors LLC 64
Hanseatic Management Services Inc 64
Money Concepts Capital Corp 64
Cornerstone Capital Management Holdings Llc. 64
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 64
Jane Street Holding, LLC 64
Spot Trading L.L.C 64
Holocene Advisors, LP 64
Quantinno Capital Management LP 64
Nomura Asset Management Co Ltd 64
Rydex Etf Trust 64
Deere & Co 64
Next Century Growth Investors Llc 64
Millrace Asset Group, Inc. 64
Thompson Siegel & Walmsley Llc 64
Nebula Research & Development LLC 64
Vident Investment Advisory, LLC 64
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 64
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 64
Brinker Capital Investments, LLC 64
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 64
Yousif Capital Management, Llc 64
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 64
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 64
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 64
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 64
Snowden Capital Advisors LLC 64
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 64
Synovus Financial Corp 64
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 64
RSSL - Global X Funds - Global X Russell 2000 ETF 64
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 64
Tocqueville Asset Management L.p. 64
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 64
AE Wealth Management LLC 64
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 64
Van Eck Associates Corp 64
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 63
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 63
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 63
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 63
Klp Kapitalforvaltning As 63
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 63
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 63
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 63
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 63
Banque Cantonale Vaudoise 63
Crestline Management, LP 63
Johnson Financial Group, Inc. 63
TD Waterhouse Canada Inc. 63
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 63
Howe & Rusling Inc 63
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 63
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 63
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 63
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 63
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 63
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 63
Wipfli Financial Advisors Llc, 63
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 63
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 63
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 63
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 63
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 63
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 63
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 63
GAM Holding AG 62
Jfs Wealth Advisors, Llc 62
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 62
Sutton Wealth Advisors Inc. 62
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 62
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 62
Chartwell Investment Partners, Llc 62
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 62
MCF Advisors LLC 62
Vontobel Holding Ltd. 62
SAC Capital Advisors LP 62
Chicago Equity Partners Llc 62
Tarbox Family Office, Inc. 62
Patriot Financial Group Insurance Agency, LLC 62
Profunds - Profund Vp Oil & Gas 62
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 62
Alphacrest Capital Management Llc 62
Summit Trail Advisors, Llc 62
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 62
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 62
Shaolin Capital Management LLC 62
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 62
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 62
Summit Global Investments 62
Harbor Investment Advisory, Llc 61
Bellevue Group AG 61
Brookfield Asset Management Inc. 61
Bridgefront Capital, LLC 61
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 61
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 61
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 61
Toroso Investments, LLC 61
Pictet Asset Management Ltd 61
Maryland State Retirement & Pension System 61
Keebeck Alpha, LP 61
SG3 Management, LLC 61
Carroll Financial Associates, Inc. 61
Ontario Teachers Pension Plan Board 61
Sawtooth Solutions, LLC 61
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 61
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 61
Bank Of Nova Scotia 61
1832 Asset Management L.P. 61
R Squared Ltd 61
Aster Capital Management (DIFC) Ltd 61
Lombard Odier Asset Management (USA) Corp 61
Gradient Investments LLC 61
Pearl River Capital, LLC 61
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 60
Twin Tree Management, LP 60
Hm Payson & Co 60
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 60
Mount Yale Investment Advisors, LLC 60
Wedbush Securities Inc 60
Venturi Wealth Management, LLC 60
Prospera Financial Services Inc 60
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 60
Ameritas Investment Corp 60
Fieldpoint Private Securities, LLC 60
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 60
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 60
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 60
Headlands Technologies LLC 60
Fisher Asset Management, LLC 60
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 60
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 60
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 60
Evoke Wealth, Llc 60
DAFNA Capital Management LLC 60
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 60
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 60
New York Life Investment Management Llc 60
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 60
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 60
Paradigm Asset Management Co Llc 60
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 60
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 60
Riverhead Capital Management Llc 59
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 59
CI Private Wealth, LLC 59
Shell Asset Management Co 59
Capstone Asset Management Co 59
Yakira Capital Management, Inc. 59
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 59
Compagnie Lombard Odier SCmA 59
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 59
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 59
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 59
AMP Capital Investors Ltd 59
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 59
Alps Advisors Inc 59
Hancock Whitney Corp 59
Ardsley Advisory Partners Lp 59
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 59
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 59
United Capital Financial Advisers, Llc 59
ArrowMark Colorado Holdings LLC 59
Vantage Consulting Group Inc 59
FDx Advisors, Inc. 59
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 59
Robeco Institutional Asset Management B.V. 59
Fortitude Family Office, LLC 59
Granahan Investment Management Inc/ma 59
Northern Trust Co Of Connecticut 59
Pathstone Holdings, LLC 58
Stephens Consulting, LLC 58
JustInvest LLC 58
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 58
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 58
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 58
PFM Health Sciences, LP 58
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 58
Sunbelt Securities, Inc. 58
Teton Advisors, Inc. 58
Pictet Asset Management Sa 58
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 58
Dorsey Wright & Associates 58
PDMIX - PIMCO FUNDS - PIMCO GNMA and Government Securities Fund Institutional 58
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 58
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 58
Great Lakes Advisors, Llc 58
Advent Capital Management /de/ 58
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 58
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 58
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 58
Winslow, Evans & Crocker, Inc. 58
Hantz Financial Services, Inc. 58
FNY Managed Accounts LLC 58
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 58
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 58
FLDFX - Meeder Funds - BALANCED FUND Retail Class 58
Stone Ridge Asset Management LLC 57
Oberweis Asset Management Inc/ 57
Periscope Capital Inc. 57
Wealth Enhancement Advisory Services, Llc 57
Cullen/frost Bankers, Inc. 57
BlackRock Health Sciences Trust II 57
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 57
Alambic Investment Management, L.P. 57
VTL Associates, LLC 57
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 57
HealthCor Management, L.P. 57
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 57
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 57
Pinnacle Wealth Planning Services, Inc. 57
CIBC Asset Management Inc 57
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 57
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 57
Pier Capital, LLC 57
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 57
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 57
Piper Sandler & Co. 57
Bailard, Inc. 57
Mirabella Financial Services Llp 57
Advisory Research Inc 56
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 56
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 56
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 56
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 56
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 56
Focused Wealth Management, Inc 56
Ghost Tree Capital, LLC 56
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 56
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 56
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 56
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 56
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 56
Alpha Paradigm Partners, LLC 56
Boston Partners 56
Nordea Investment Management Ab 56
Turner Investments, L.p. 56
CIBC World Markets Inc. 56
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 56
CWM Advisors, LLC 56
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 56
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 56
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 56
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 56
Kepos Capital LP 56
Etf Managers Group, Llc 56
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 56
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 56
Quantitative Investment Management, LLC 56
Oppenheimer Etf Trust 56
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 56
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 56
BRYN MAWR TRUST Co 56
Reilly Financial Advisors, Llc 56
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 56
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 55
Davidson Kempner Capital Management Lp 55
Toth Financial Advisory Corp 55
Sei Trust Co 55
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 55
Hussman Strategic Advisors, Inc. 55
GW&K Investment Management, LLC 55
JNL SERIES TRUST - JNL Bond Index Fund (I) 55
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 55
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 55
Townsquare Capital Llc 55
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 55
Commerce Bank 55
Radcliffe Capital Management, L.P. 55
Mint Tower Capital Management B.V. 55
Creative Financial Designs Inc /adv 55
Teza Capital Management LLC 55
Wealthcare Advisory Partners LLC 55
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 55
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 55
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 55
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 55
Tcwp Llc 55
Weld Capital Management Llc 55
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 55
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 55
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 55
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 55
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 55
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 54
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 54
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 54
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 54
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 54
Mather Group, Llc. 54
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 54
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 54
Rational Advisors Llc 54
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 54
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 54
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 54
Pentwater Capital Management LP 54
Salem Investment Counselors Inc 54
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 54
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 54
Ci Investments Inc. 54
WFG Advisors, LP 54
AHL Partners LLP 54
Optimum Investment Advisors 54
Water Island Capital Llc 54
Princeton Alpha Management LP 54
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 54
Prestige Wealth Management Group LLC 54
Institutional & Family Asset Management, Llc 54
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 54
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 54
Bogart Wealth, LLC 54
Sigma Planning Corp 54
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 54
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 54
Wasatch Advisors Inc 54
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 54
William Blair Investment Management, Llc 54
Gyon Technologies Capital Management, LP 54
Grantham, Mayo, Van Otterloo & Co. LLC 54
Cortina Asset Management, LLC 54
Capital World Investors 54
Everence Capital Management Inc 54
Clearbridge Investments, LLC 54
Highland Capital Management Lp 54
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 54
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 53
Baker Avenue Asset Management, LP 53
Sandy Spring Bank 53
Moody National Bank Trust Division 53
Total Clarity Wealth Management, Inc. 53
Vanguard Explorer Fund 53
Forum Funds 53
Lee Financial Co 53
Brewin Dolphin Ltd 53
Universal- Beteiligungs- und Servicegesellschaft mbH 53
IHT Wealth Management, LLC 53
Emerald Advisers, Llc 53
Blackrock Health Sciences Trust 53
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 53
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 53
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 53
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 53
Xponance, Inc. 53
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 53
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 53
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 53
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 53
FineMark National Bank & Trust 53
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 53
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 53
Private Wealth Management Group, LLC 53
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 53
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 53
Bamco Inc /ny/ 53
Gabelli Healthcare & Wellnessrx Trust 53
Rice Hall James & Associates, Llc 53
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 52
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 52
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 52
NewSquare Capital LLC 52
Shepherd Kaplan Krochuk, Llc 52
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 52
Pinz Capital Management, LP 52
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 52
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 52
Wedge Capital Management L L P/nc 52
Zions Bancorporation, N.A. 52
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 52
Putnam Premier Income Trust 52
Janus Capital Management Llc 52
Pictet Asset Management Holding SA 52
PTRIX - PIMCO FUNDS - PIMCO Mortgage-Backed Securities Fund Institutional 52
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 52
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 52
Whittier Trust Co Of Nevada Inc 52
Zebra Capital Management LLC 52
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 52
Csenge Advisory Group 52
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 52
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 52
Fiera Capital Corp 52
Kayne Anderson Rudnick Investment Management Llc 52
Absolute Return Capital, LLC 52
Sit Investment Associates Inc 52
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 52
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 52
USA Financial Portformulas Corp 52
Bartlett & Co. LLC 52
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 52
Boston Private Wealth Llc 52
Xact Kapitalforvaltning AB 52
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 52
Frontier Capital Management Co Llc 52
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 51
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 51
Nbc Securities, Inc. 51
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 51
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 51
BerganKDV Wealth Management, LLC 51
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 51
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 51
Friess Associates Llc 51
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 51
Enterprise Financial Services Corp 51
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 51
Bryn Mawr Capital Management Inc 51
Flagship Harbor Advisors, Llc 51
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 51
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 51
Irish Life Investment Managers Ltd. 51
nVerses Capital, LLC 51
Corton Capital Inc. 51
Rafferty Asset Management, LLC 51
Mckinley Capital Management Llc /delaware 51
AWM Investment Company, Inc. 51
Mizuho Securities Usa Llc 51
Resources Investment Advisors, LLC. 51
Axq Capital, Lp 51
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 51
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 51
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 51
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 51
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 51
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 51
SJS Investment Consulting Inc. 51
Elequin Capital Lp 51
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 51
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 51
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 50
Hartford Mutual Funds Inc/ct 50
Polar Capital Holdings Plc 50
King Luther Capital Management Corp 50
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 50
Cornercap Investment Counsel Inc 50
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 50
Tibra Equities Europe Ltd 50
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 50
Coppell Advisory Solutions LLC 50
Bartlett & Co. Wealth Management Llc 50
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 50
Spring Creek Capital Llc 50
Tekla Capital Management LLC 50
South Dakota Investment Council 50
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 50
Aristeia Capital Llc 50
Illinois Municipal Retirement Fund 50
Putnam Master Intermediate Income Trust 50
Harvest Fund Management Co., Ltd 50
Tortoise Investment Management, LLC 50
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 50
QCVAX - Clearwater Investment Trust - Clearwater International Fund 50
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 50
EverPoint Asset Management, LLC 50
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 50
Lsv Asset Management 50
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 50
BlackRock ETF Trust - BlackRock Future Health ETF 50
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 50
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 50
CAPROCK Group, Inc. 50
Cigna Investments Inc /new 50
Lido Advisors, LLC 49
Citizens Financial Group Inc/ri 49
Financial Advocates Investment Management 49
M&g Investment Management Ltd 49
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 49
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 49
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 49
Guardian Wealth Advisors, LLC 49
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 49
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 49
Koch Industries Inc 49
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 49
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 49
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 49
Duality Advisers, Lp 49
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 49
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 49
Hexagon Capital Partners LLC 49
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 49
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 49
Innealta Capital, Llc 49
Artisan Partners Limited Partnership 49
Rhenman & Partners Asset Management AB 49
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 49
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 49
Meridian Wealth Partners, LLC 49
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 49
Convergence Investment Partners, LLC 49
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 49
State Of Michigan Retirement System 49
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 49
Sonora Investment Management, LLC 49
Rock Springs Capital Management LP 49
Arkadios Wealth Advisors 49
Asset Dedication, LLC 49
Cable Hill Partners, LLC 49
Clinton Group Inc 49
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 49
Truvestments Capital Llc 49
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 49
Harvest Group Wealth Management, Llc 49
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 49
We Are One Seven, LLC 49
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 49
NOBOX - Northern Funds - Northern Bond Index Fund 48
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 48
Avion Wealth 48
JNBA Financial Advisors 48
Advent Claymore Convertible Securities & Income Fund 48
Jupiter Asset Management Ltd 48
Invictus RG 48
Cetera Advisors LLC 48
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 48
Ing Groep Nv 48
Optiver Holding B.V. 48
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 48
Sequoia Financial Advisors, LLC 48
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 48
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 48
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 48
Sciencast Management LP 48
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 48
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 48
Sanctuary Wealth Advisors, LLC 48
Ieq Capital, Llc 48
Itau Unibanco Holding S.A. 48
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 48
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 48
Evercore Wealth Management, LLC 48
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 48
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 48
Navellier & Associates Inc 48
Soros Fund Management Llc 48
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 48
Koshinski Asset Management, Inc. 48
Crewe Advisors LLC 48
Lighthouse Investment Partners, LLC 48
Westwood Holdings Group Inc 48
Front Row Advisors LLC 48
Shelton Capital Management 48
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 48
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 48
Context Capital Management, LLC 48
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 48
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 48
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 48
SOUTH STATE Corp 48
ETRADE Capital Management LLC 48
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 48
Meadow Creek Investment Management LLC 48
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 48
Blackrock Multi-sector Income Trust 48
North Star Investment Management Corp. 48
Elkfork Partners LLC 48
Gts Securities Llc 48
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 48
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 48
Azzad Asset Management Inc /adv 48
Oaktree Capital Management Lp 48
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 48
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 48
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 48
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 47
Trust Co Of Vermont 47
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 47
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 47
Eversept Partners, LP 47
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 47
Warberg Asset Management LLC 47
Td Private Client Wealth Llc 47
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 47
Financial Gravity Companies, Inc. 47
Old National Bancorp /in/ 47
Harvest Management Llc 47
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 47
Retirement Systems of Alabama 47
Segantii Capital Management Ltd 47
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 47
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 47
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 47
Analytic Investors, LLC 47
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 47
Osterweis Capital Management Inc 47
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 47
Thb Asset Management 47
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 47
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 47
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 47
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 47
John Hancock Funds II - Health Sciences Fund Class NAV 47
Entropy Technologies, LP 47
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 47
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 47
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 47
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 47
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 47
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 47
Lombard Odier Asset Management (Switzerland) SA 47
World Asset Management Inc 47
Chicago Partners Investment Group LLC 47
Delpha Capital Management, Llc 46
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 46
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 46
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 46
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 46
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 46
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 46
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 46
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 46
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 46
Camber Capital Management LP 46
Systematic Financial Management Lp 46
Hartford Investment Management Co 46
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 46
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 46
Securian Asset Management, Inc 46
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 46
Old Mutual Global Investors (UK) Ltd. 46
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 46
Smithfield Trust Co 46
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 46
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 46
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 46
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 46
GV Financial Advisors 46
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 46
Mangrove Partners 46
Independent Portfolio Consultants, Inc. 46
First Personal Financial Services 46
Virtus Investment Advisers, Inc. 46
Ropes Wealth Advisors Llc 46
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 46
Cornerstone Advisors, Inc. 46
Pitcairn Co 46
SkyView Investment Advisors, LLC 46
Quent Capital, LLC 46
Macroview Investment Management Llc 46
Steward Financial Group LLC 46
Harbor Capital Advisors, Inc. 46
Contravisory Investment Management, Inc. 46
Champlain Investment Partners, LLC 45
Edmond De Rothschild Holding S.a. 45
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 45
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 45
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 45
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 45
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 45
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 45
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 45
Peregrine Capital Management Llc 45
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 45
Rockefeller Financial Services Inc 45
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 45
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 45
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 45
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 45
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 45
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 45
First Eagle Investment Management, LLC 45
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 45
Harel Insurance Investments & Financial Services Ltd. 45
VSGBX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Federal Fund Investor Shares 45
New Mexico Educational Retirement Board 45
Empowered Funds, LLC 45
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 45
Carolinas Wealth Consulting Llc 45
Leap Investments Lp 45
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 45
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 45
Moors & Cabot, Inc. 45
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 45
Rothschild Asset Management Inc 45
Sumitomo Mitsui Trust Holdings, Inc. 45
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 45
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 45
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 45
Calamos Global Dynamic Income Fund 45
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 45
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 45
Capital Research Global Investors 45
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 45
FourThought Financial, LLC 45
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 44
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 44
Rivernorth Capital Management, Llc 44
Arcadia Investment Management Corp/mi 44
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 44
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 44
Covington Capital Management 44
Belvedere Trading LLC 44
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 44
Symphony Asset Management Llc 44
Intrinsic Edge Capital Management LLC 44
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 44
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 44
Brandywine Global Investment Management, LLC 44
EBI - RBB Fund Trust - Longview Advantage ETF 44
Continuum Advisory, LLC 44
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 44
DRW Securities, LLC 44
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 44
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 44
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 44
Manatuck Hill Partners, LLC 44
CenterStar Fund, LLC 44
Calamos Wealth Management LLC 44
Mason Street Advisors, Llc 44
Allianzgi Diversified Income & Convertible Fund 44
Financial Perspectives, Inc 44
Concord Wealth Partners 44
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 44
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 44
Gardner Lewis Asset Management L P 44
People's United Financial, Inc. 44
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 44
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 44
Agf Investments Inc. 44
WASHINGTON TRUST Co 44
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 44
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 44
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 44
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 44
Ssi Investment Management Llc 44
Legacy Financial Advisors, Inc. 44
Park Place Capital Corp 44
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 44
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 44
Berkley W R Corp 44
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 44
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 44
Utah Retirement Systems 44
Karp Capital Management Corp 44
First Horizon Corp 44
Penn Capital Management Co Inc 44
Atika Capital Management LLC 44
Avantax Planning Partners, Inc. 44
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 44
Centaurus Financial, Inc. 44
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 43
Axiom International Investors Llc /de 43
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 43
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 43
Interchange Capital Partners, LLC 43
Cordant, Inc. 43
BDO Wealth Advisors, LLC 43
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 43
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 43
Earnest Partners Llc 43
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 43
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 43
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 43
Congress Asset Management Co /ma 43
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 43
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 43
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A 43
Inceptionr Llc 43
Rotella Capital Management, Inc. 43
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 43
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 43
APG Asset Management N.V. 43
National Planning Corp 43
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 43
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 43
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 43
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 43
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 43
Freestone Capital Holdings, LLC 43
Westpac Banking Corp 43
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 43
Old Mutual Customised Solutions (proprietary) Ltd 43
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 43
Oak Ridge Investments Llc 43
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 43
683 Capital Management, LLC 43
FundVantage Trust - Verplanck Balanced Fund 43
Golden State Wealth Management, LLC 43
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 43
Edgestream Partners, L.P. 43
Longfellow Investment Management Co Llc 43
Jain Global LLC 42
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 42
DLD Asset Management, LP 42
Paradigm Capital Management Inc/ny 42
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 42
Lenox Wealth Advisors, LLC 42
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 42
Westfield Capital Management Co Lp 42
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 42
First New York Securities Llc /ny 42
Calvert Investment Management, Inc. 42
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 42
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 42
Partner Investment Management, L.P. 42
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 42
Campbell Multi-strategy Trust 42
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 42
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 42
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 42
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 42
Avantax Advisory Services, Inc. 42
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 42
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 42
BRAMX - Blackrock Allocation Target Shares - Bats Series M 42
Schubert & Co 42
Wagner Wealth Management, Llc 42
Janney Capital Management LLC 42
Scotia Capital Inc. 42
Twin Peaks Wealth Advisors, LLC 42
Zeke Capital Advisors, Llc 42
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 42
Baillie Gifford & Co 42
Rise Advisors, LLC 42
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 42
Pine River Capital Management L.P. 42
Tradewinds Capital Management, LLC 42
First Citizens Bank & Trust Co 42
MUFG Securities EMEA plc 42
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 42
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 42
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 42
Bollard Group LLC 42
Jacobi Capital Management LLC 42
Tamarack Advisers, LP 42
Level Four Advisory Services, Llc 42
James Investment Research Inc 42
Royce Value Trust Inc 42
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 42
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 42
Parametrica Management Ltd 42
Simon Quick Advisors, Llc 41
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 41
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 41
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 41
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 41
Trustcore Financial Services, Llc 41
Sound Income Strategies, LLC 41
Veriti Management LLC 41
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 41
GIMFX - GMO TRUST - GMO Implementation Fund 41
MQS Management LLC 41
Granite Point Capital Management, L.P. 41
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 41
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 41
Mitsubishi UFJ Trust & Banking Corp 41
Baystate Wealth Management LLC 41
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 41
Basso Capital Management, L.p. 41
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 41
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 41
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 41
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 41
Northwestern Mutual Investment Management Company, Llc 41
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 41
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 41
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 41
Atria Wealth Solutions, Inc. 41
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 41
Denver Investment Advisors Llc 41
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 41
Migdal Insurance & Financial Holdings Ltd. 41
Tyers Asset Management LLC 41
Perritt Capital Management Inc 41
TFC Financial Management 41
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 41
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 41
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 41
Pnc Funds 41
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 41
Flynn James E 41
Riverview Trust Co 41
RMB Capital Management, LLC 41
Peak6 Llc 41
CVA Family Office, LLC 41
Liberty Mutual Group Asset Management Inc. 41
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 41
Sanctuary Advisors, LLC 41
Vanguard Horizon Funds 41
Cipher Capital LP 41
Capital Analysts, Inc. 41
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 41
Veritable, L.P. 41
Financial Management Professionals, Inc. 41
Vident Advisory, LLC 41
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 41
Ashton Thomas Private Wealth, LLC 41
Brinker Capital Inc 41
DnB Asset Management AS 41
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 41
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 41
Abound Wealth Management 41
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 41
Caisse De Depot Et Placement Du Quebec 41
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 41
Cantor Fitzgerald, L. P. 41
GPS Wealth Strategies Group, LLC 41
Tradition Wealth Management, LLC 41
NN Investment Partners Holdings N.V. 40
Motco 40
Nicholas Company, Inc. 40
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 40
Saba Capital Management, L.P. 40
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 40
MARSHALL WACE ASIA Ltd 40
Winton Diversified Opportunities Fund 40
Bancroft Fund Ltd 40
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 40
Tompkins Financial Corp 40
Baird Robert W & Co Inc /wi/ 40
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 40
Savant Capital, LLC 40
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 40
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 40
Global X Management CO LLC 40
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 40
Sageworth Trust Co 40
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 40
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 40
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 40
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 40
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 40
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 40
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 40
Societe Generale 40
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 40
WealthPLAN Partners, LLC 40
Johnson Investment Counsel Inc 40
CenterBook Partners LP 40
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 40
Glen Eagle Advisors, LLC 40
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 40
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 40
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 40
SYSTM Wealth Solutions LLC 40
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 40
MYDA Advisors LLC 40
Procyon Private Wealth Partners, LLC 40
Standard Life Aberdeen plc 40
Wolff Wiese Magana Llc 40
Vigilant Capital Management, LLC 40
Eagle Bay Advisors LLC 40
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 40
Iguana Healthcare Management, LLC 40
JJJ Advisors Inc. 40
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 40
Northpointe Capital Llc 40
Kestra Private Wealth Services, Llc 40
Global Financial Private Client, LLC 40
Bb&t Securities, Llc 40
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 40
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 40
Barings Llc 40
DeepCurrents Investment Group LLC 40
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 40
Glen Harbor Capital Management LLC 40
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 40
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 40
Geneva Advisors, LLC 40
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 40
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 39
Regal Investment Advisors LLC 39
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 39
Cary Street Partner Investment Advisory Llc 39
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 39
Dana Investment Advisors, Inc. 39
Advisors Preferred, LLC 39
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 39
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 39
DC Investments Management, LLC 39
Wealthfront Inc 39
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 39
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 39
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 39
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 39
Stanley-Laman Group, Ltd. 39
Smith Asset Management Group Lp 39
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 39
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 39
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 39
Sterling Investment Advisors, Ltd. 39
IWB - iSHARES TRUST - iShares Russell 1000 ETF 39
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 39
Venture Visionary Partners LLC 39
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 39
Stoneridge Investment Partners Llc 39
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 39
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 39
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 39
Sivik Global Healthcare LLC 39
Independent Advisor Alliance 39
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 39
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 39
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 39
Park Avenue Securities Llc 39
TIG Advisors, LLC 39
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 39
Mv Capital Management, Inc. 39
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 39
Bank Julius Baer & Co. Ltd, Zurich 39
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 39
Disciplined Investments, LLC 39
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 39
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 39
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 39
TimesSquare Capital Management, LLC 39
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 39
Arden Investment Series Trust 39
Capula Management Ltd 39
Commonwealth Bank Of Australia 39
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 39
SpiderRock Trading LLC 39
Baldwin Brothers Inc/ma 39
Hemington Wealth Management 39
Gideon Capital Advisors, Inc. 39
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 39
Sachetta, LLC 39
Wilbanks Smith & Thomas Asset Management Llc 39
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 39
Scientech Research LLC 39
Catapult Capital Management Llc 38
RXL - PROSHARES TRUST - ProShares Ultra Health Care 38
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 38
GHP Investment Advisors, Inc. 38
Ameritas Advisory Services, LLC 38
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 38
Archon Capital Management LLC 38
Ajo, Lp 38
Profunds - Profund Vp Health Care 38
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 38
New England Securities Corp /MA/ 38
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 38
Qs Batterymarch Financial Management, Inc 38
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 38
DAACX - Adviser Managed Trust - Diversified Equity Fund 38
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 38
Shay Capital LLC 38
Calamos Dynamic Convertible & Income Fund 38
Calamos Strategic Total Return Fund 38
Raymond James Trust N.a. 38
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 38
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 38
Comerica Securities,inc. 38
Capital Asset Advisory Services LLC 38
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 38
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 38
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 38
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 38
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 38
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 38
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 38
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 38
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 38
Advisor Resource Council 38
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 38
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 38
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 38
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 38
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares 38
Wexford Capital Lp 38
AlphaCentric Advisors LLC 38
ORG Partners LLC 38
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 38
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 38
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 38
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 38
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 38
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 38
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 38
Treasurer of the State of North Carolina 38
San Francisco Sentry Investment Group (ca) 38
Neo Ivy Capital Management 38
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 38
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 38
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 38
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 38
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 38
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 38
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 38
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 38
Carillon Tower Advisers, Inc. 38
Emerald Mutual Fund Advisers Trust 38
Prudential Plc 38
Evergreen Capital Management Llc 38
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 38
Aristides Capital LLC 38
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 37
Dorsey & Whitney Trust CO LLC 37
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 37
Allianzgi Equity & Convertible Income Fund 37
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 37
Nuveen Nasdaq 100 Dynamic Overwrite Fund 37
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 37
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 37
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 37
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 37
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 37
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 37
UniSuper Management Pty Ltd 37
Oppenheimer Global Multi Strategies Fund 37
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 37
FNY Partners Fund LP 37
SLIM - Janus Detroit Street Trust - The Obesity ETF 37
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 37
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 37
Schechter Investment Advisors, LLC 37
Wilmington Funds Management Corp 37
Calamos Convertible Opportunities & Income Fund 37
Calamos Convertible & High Income Fund 37
Rsm Us Wealth Management Llc 37
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 37
Ellsworth Growth & Income Fund Ltd 37
Pacific Alternative Asset Management Company, Llc 37
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 37
CX Institutional 37
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 37
Kavar Capital Partners, LLC 37
IBM Retirement Fund 37
Signet Financial Management, Llc 37
Susquehanna Portfolio Strategies, LLC 37
361 Capital Llc 37
Founders Financial Alliance, LLC 37
Apollon Wealth Management, LLC 37
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 37
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 37
BlackRock ETF Trust II - BlackRock Total Return ETF 37
Kore Private Wealth LLC 37
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 37
Coastal Investment Advisors, Inc. 37
Exane Derivatives 37
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 37
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 37
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 37
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 37
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 37
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 37
Mycio Wealth Partners, Llc 37
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 37
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 37
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 37
AlphaMark Advisors, LLC 37
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 37
Hollencrest Capital Management 37
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 37
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 37
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 37
Yorktown Management & Research Co Inc 36
AGF Investments LLC 36
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 36
Royal London Asset Management Ltd 36
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 36
Cim Investment Mangement Inc 36
Congress Wealth Management LLC / DE / 36
Numerai GP LLC 36
Ionic Capital Management LLC 36
AGNG - Global X Funds - Global X Longevity Thematic ETF 36
Oakbrook Investments Llc 36
Portside Wealth Group, LLC 36
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 36
Levin Capital Strategies, L.p. 36
Royce Micro-cap Trust, Inc /md/ 36
Shapiro Robert N 36
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 36
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 36
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 36
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 36
Neuburgh Advisers LLC 36
Accurate Wealth Management, LLC 36
Icon Advisers Inc/co 36
Knights of Columbus Asset Advisors LLC 36
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 36
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 36
Moneta Group Investment Advisors Llc 36
Commerzbank Aktiengesellschaft /fi 36
Worth Venture Partners, LLC 36
Jaffetilchin Investment Partners, LLC 36
VCSMX - VALIC Co I - Small Cap Fund 36
Thurston, Springer, Miller, Herd & Titak, Inc. 36
MML Series Investment Fund II - MML Equity Rotation Fund Class II 36
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 36
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 36
First Allied Advisory Services, Inc. 36
VCGAX - VALIC Co I - Growth & Income Fund 36
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 36
Baader Bank INC 36
Sierra Ocean, Llc 36
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 36
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 36
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 36
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 36
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 36
Parian Global Management LP 36
VCAAX - VALIC Co I - Asset Allocation Fund 36
BNP Paribas Investment Partners S.A. 36
Exos Asset Management LLC 36
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 36
Colony Group, LLC 36
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 36
Taconic Capital Advisors LP 36
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 36
Tcw Group Inc 36
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 36
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 36
Placemark Investments, Inc. 36
Oak Thistle LLC 36
Allstate Corp 36
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 36
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 36
Perigon Wealth Management, LLC 36
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 36
Edge Wealth Management LLC 36
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 36
WPG Advisers, LLC 36
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 36
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 36
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 36
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 36
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 36
Pendal Group Ltd 36
Nantahala Capital Management, LLC 36
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 36
Verus Capital Partners, Llc 36
Nvwm, Llc 36
Chevy Chase Trust Holdings, Inc. 36
Washington Trust Bank 36
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 36
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 36
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 36
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 36
Braidwell Lp 36
Kent Lake Capital LLC 36
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 36
Archer Investment Corp 35
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 35
Foundry Partners, LLC 35
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 35
Confluence Wealth Services, Inc. 35
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 35
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 35
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 35
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 35
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 35
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 35
UMA Financial Services, Inc. 35
Transamerica Financial Advisors, Inc. 35
Rathbone Brothers plc 35
TRUE Private Wealth Advisors 35
Invictus RG Pte. Ltd. 35
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 35
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 35
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 35
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 35
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 35
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 35
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 35
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 35
Atlantic Trust, LLC 35
Column Capital Advisors, LLC 35
Oakworth Capital, Inc. 35
Colonial Trust Co / SC 35
DAVENPORT & Co LLC 35
HCASX - HC CAPITAL TRUST - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares 35
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 35
Vanguard Whitehall Funds 35
Hartford Series Fund Inc 35
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 35
Integrated Wealth Concepts LLC 35
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 35
Cowen Group, Inc. 35
Flow Traders U.s. Llc 35
Tekla Healthcare Opportunities Fund 35
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 35
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 35
Tekla World Healthcare Fund 35
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 35
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 35
BlackRock Variable Series Funds II, Inc. - BlackRock U.S. Government Bond V.I. Fund Class I 35
Sargent Bickham Lagudis LLC 35
Bellevue Asset Management AG 35
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 35
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 35
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 35
Key FInancial Inc 35
Denali Advisors Llc 35
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 35
Ledyard National Bank 35
RFP Financial Group LLC 35
Raleigh Capital Management Inc. 35
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 35
T. Rowe Price Investment Management, Inc. 35
Wealthspire Advisors, LLC 35
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 35
Acuta Capital Partners, Llc 35
Allred Capital Management, LLC 35
Capital Bank & Trust Co 35
Gabelli Convertible & Income Securities Fund Inc 35
LRI Investments, LLC 35
Horizon Investments, LLC 35
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 35
6 Meridian 35
Cambridge Trust Co 35
Opal Wealth Advisors, LLC 35
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 35
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 35
West Paces Advisors Inc. 35
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 35
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 35
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 35
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 35
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 35
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 34
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 34
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 34
Impax Asset Management Group plc 34
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 34
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 34
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 34
Lombard Odier Asset Management (Europe) Ltd 34
Kapitalo Investimentos Ltda 34
CSat Investment Advisory, L.P. 34
DiNuzzo Private Wealth, Inc. 34
Associated Banc-corp 34
Vivaldi Asset Management, LLC 34
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 34
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 34
White Pine Capital Llc 34
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 34
Grove Bank & Trust 34
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 34
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 34
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 34
Tiverton Asset Management Llc 34
Ballentine Partners, LLC 34
CenterStar Asset Management, LLC 34
BBVA USA Bancshares, Inc. 34
Standard Family Office LLC 34
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 34
Delta Asset Management Llc/tn 34
Meitav Dash Investments Ltd 34
SOA Wealth Advisors, LLC. 34
AIEQ - ETF Managers Trust - AI Powered Equity ETF 34
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 34
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 34
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 34
Eudaimonia Partners, LLC 34
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 34
Blackrock Core Bond Trust 34
Annis Gardner Whiting Capital Advisors, LLC 34
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 34
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 34
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 34
StoneX Group Inc. 34
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 34
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 34
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 34
Columbia Partners L L C Investment Management 34
Echo Street Capital Management LLC 34
Scout Investments, Inc. 34
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 34
Blackrock Master Llc 34
Center for Financial Planning, Inc. 34
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 34
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 34
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 34
Integral Health Asset Management, LLC 34
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 34
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 34
MBOVX - M FUND INC - M Large Cap Value Fund 34
Wesbanco Bank Inc 34
Activest Wealth Management 34
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 34
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 34
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 34
Stonebridge Capital Advisors LLC 34
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 34
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 34
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 34
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 34
Tsfg, Llc 34
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 34
Banque Pictet & Cie Sa 34
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 34
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 34
Artemis Investment Management LLP 34
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 34
BFOR - ALPS ETF Trust - Barron's 400 ETF 34
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 34
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 34
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 34
Gupta Wealth Management LLC 34
Isthmus Partners, Llc 34
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 34
EP Wealth Advisors, Inc. 34
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 34
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 34
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 34
Cerebellum GP, LLC 34
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 34
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 34
Washington Trust Advisors, Inc. 34
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 34
LGT Financial Advisors LLC 34
Highland Capital Management Fund Advisors, L.p. 34
Cassady Schiller Wealth Management, LLC 34
Zions Bancorporation 34
Paces Ferry Wealth Advisors, Llc 34
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 33
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 33
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 33
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 33
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 33
Advisor Partners Ii, Llc 33
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 33
Fortitude Advisory Group L.L.C. 33
Northwest & Ethical Investments L.P. 33
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 33
Epoch Investment Partners, Inc. 33
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 33
Ashton Thomas Securities, Llc 33
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 33
Checchi Capital Advisers, LLC 33
Sandler Capital Management 33
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 33
Bay Harbor Wealth Management, LLC 33
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 33
Gdl Fund 33
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 33
Financial Network Wealth Advisors LLC 33
Formula Growth Ltd 33
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF 33
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 33
Sun Life Financial Inc 33
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 33
Portolan Capital Management, LLC 33
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 33
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 33
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 33
Sentry Investment Management Llc 33
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 33
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 33
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 33
Pittenger & Anderson Inc 33
Whipplewood Advisors, LLC 33
Index Management Solutions, LLC 33
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 33
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 33
Ibex Investors LLC 33
Brookstone Capital Management 33
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 33
Balentine LLC 33
HBK Sorce Advisory LLC 33
Operose Advisors LLC 33
Swedbank AB 33
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 33
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 33
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 33
Qtron Investments LLC 33
RiverPark Advisors, LLC 33
Highlander Capital Management, LLC 33
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 33
Colony Group Llc 33
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 33
Greenleaf Trust 33
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 33
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 33
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 33
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 33
Knight Capital Group, Inc. 33
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 33
Albion Financial Group /ut 33
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 33
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 33
Blackstone Group Inc 33
Avestar Capital, LLC 33
Timpani Capital Management LLC 33
Bare Financial Services, Inc 33
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 33
C WorldWide Group Holding A/S 33
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 33
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 33
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 33
Westside Investment Management, Inc. 33
Regentatlantic Capital Llc 33
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 33
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 33
Bradley Foster & Sargent Inc/ct 33
Avidity Partners Management LP 33
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 33
Ethic Inc. 33
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 33
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 33
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 33
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 33
Next Financial Holdings 33
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 33
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 33
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 33
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 33
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 33
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 33
Santa Fe Partners LLC 33
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 33
Mendota Financial Group, LLC 33
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 33
Teton Westwood Funds 33
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 33
U.S. Capital Wealth Advisors, LLC 33
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 33
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 33
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 32
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 32
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 32
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 32
Wcm Investment Management, Llc 32
WealthCollab, LLC 32
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 32
E. Ohman J:or Asset Management AB 32
Fort Washington Investment Advisors Inc /oh/ 32
Envestnet Portfolio Solutions, Inc. 32
Cape Investment Advisory, Inc. 32
Wetherby Asset Management Inc 32
Cookson Peirce & Co Inc 32
Geduld E E 32
Vantage Investment Advisors, LLC 32
Riggs Asset Managment Co. Inc. 32
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 32
Westchester Capital Management, LLC 32
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 32
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 32
Psagot Value Holdings Ltd. / (Israel) 32
Tokio Marine Asset Management Co Ltd 32
Divisadero Street Capital Management, LP 32
B. Metzler seel. Sohn & Co. AG 32
Wunderlich Securities, Inc. 32
Montag A & Associates Inc 32
Usca Ria Llc 32
CR Intrinsic Investors, LLC 32
Heritage Wealth Management, Llc 32
Kb Financial Partners, Llc 32
Alpha DNA Investment Management LLC 32
Boston Trust Walden Corp 32
Private Ocean, LLC 32
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 32
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 32
Summit Partners Public Asset Management, Llc 32
Dubuque Bank & Trust Co 32
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 32
Lebenthal Asset Management, LLC 32
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 32
tru Independence LLC 32
Ziegler Capital Management, LLC 32
BI Asset Management Fondsmaeglerselskab A/S 32
Capital Investment Advisory Services, LLC 32
Virtus Alternative Investment Advisers, Inc. 32
Almanack Investment Partners, LLC. 32
YorkBridge Wealth Partners, LLC 32
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 32
Bb&t Investment Services, Inc. 32
Mesirow Financial Investment Management, Inc. 32
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 32
Kovack Advisors, Inc. 32
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 32
Blackrock Ltd Duration Income Trust 32
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 32
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 32
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 32
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 32
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 32
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 32
Pimco Global Stocksplus & Income Fund 32
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 32
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 32
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 32
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 32
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 32
J.w. Cole Advisors, Inc. 32
Mfs Charter Income Trust 32
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 32
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 32
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 32
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 32
Zazove Associates Llc 32
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 32
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 32
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 32
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 32
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 32
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 32
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 32
TCSGX - SEI DAILY INCOME TRUST /MA/ - SDIT SHORT DURATION GOVERNMENT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 32
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 32
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 32
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 32
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 32
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 32
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 32
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 32
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 32
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 32
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 32
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 32
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 32
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 32
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 32
Enlightenment Research, LLC 32
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 32
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 32
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 32
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 32
Wealthfront Advisers Llc 32
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 32
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 32
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 32
Rialto Wealth Management, LLC 32
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 32
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 32
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 32
IMC-Chicago, LLC 32
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 32
Profunds - Profund Vp Small-cap Value 32
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 32
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 32
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 32
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 32
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 32
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 32
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 32
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 32
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 32
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 32
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 32
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 32
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 32
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 32
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 32
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 32
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 32
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 32
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 32
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 32
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 32
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 32
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 31
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 31
PIMCO FUNDS - PIMCO Short-Term Portfolio 31
Meiji Yasuda Asset Management Co Ltd. 31
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 31
Iron Triangle Partners LP 31
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 31
Beacon Capital Management, LLC 31
URTH - iShares, Inc. - iShares MSCI World ETF 31
Elk Creek Partners, LLC 31
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 31
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 31
Highland Capital Management, Llc 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 31
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 31
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 31
Atwood & Palmer Inc 31
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 31
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 31
Athanor Capital, Lp 31
Kingdon Capital Management, L.l.c. 31
Benjamin Edwards Inc 31
Redwood Wealth Management Group, LLC 31
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 31
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 31
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 31
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 31
SVPIX - Profunds - Small-cap Value Profund Investor Class 31
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 31
Ogorek Anthony Joseph /ny/ /adv 31
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 31
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 31
Green Arrow Capital Management Llc 31
Fortaleza Asset Management Inc/ 31
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 31
Fir Tree Capital Management Lp 31
Alpine Associates Management Inc. 31
Kopp Investment Advisors Llc 31
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 31
American National Bank 31
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 31
Pimco Strategic Income Fund, Inc 31
Rivernorth Opportunities Fund, Inc. 31
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 31
Korea Investment CORP 31
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 31
Colonial Trust Advisors 31
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 31
River & Mercantile Asset Management Llp 31
Krilogy Financial LLC 31
One Wealth Advisors, LLC 31
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 31
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 31
Mark Sheptoff Financial Planning, Llc 31
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 31
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 31
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 31
YHB Investment Advisors, Inc. 31
Heritage Wealth Advisors 31
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 31
PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund 31
STXG - EA Series Trust - Strive 1000 Growth ETF 31
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 31
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 31
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 31
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 31
Gabelli Equity Series Funds Inc 31
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 31
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 31
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 31
Bank Of Hawaii 31
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 31
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 31
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 31
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF 31
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 31
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 31
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 31
Equitec Proprietary Markets, Llc 31
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 31
Great Point Partners Llc 31
I.g. Investment Management, Ltd. 31
Next Capital Management LLC 31
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 31
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 31
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 31
Prosight Management, LP 31
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 31
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 31
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 31
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 31
Jump Trading, Llc 31
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 31
Counterpoint Mutual Funds LLC 31
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 30
West Tower Group, LLC 30
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 30
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 30
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 30
Pallas Capital Advisors LLC 30
Fort, L.p. 30
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 30
BBT Capital Management, LLC 30
BlackRock Funds V - BlackRock GNMA Portfolio Investor A Shares 30
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 30
Liberty Wealth Management Llc 30
Tucker Asset Management Llc 30
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 30
Advisor Partners Llc 30
Eventide Asset Management, Llc 30
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 30
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 30
MGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Government Opportunities ETF 30
Machina Capital S.a.s. 30
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 30
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 30
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 30
Meteora Capital, LLC 30
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 30
Glenmede Investment Management, LP 30
Northwest Investment Counselors, Llc 30
Vise Technologies, Inc. 30
De Burlo Group Inc 30
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 30
Shine Investment Advisory Services Inc 30
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 30
Wealthcare Capital Management Llc 30
Natixis Investment Managers International 30
Castleview Partners, Llc 30
Boston Private Bank & Trust Co 30
Wiley Bros.-aintree Capital, Llc 30
Kingsview Wealth Management, LLC 30
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 30
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 30
Dynamic Advisor Solutions LLC 30
Duncker Streett & Co Inc 30
Parkwood LLC 30
Kistler-Tiffany Companies, LLC 30
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 30
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 30
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 30
Tfo-tdc, Llc 30
Forum Financial Management, LP 30
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 30
Kovitz Investment Group Partners, LLC 30
Mascoma Wealth Management LLC 30
Alpine Woods Capital Investors, Llc 30
VCHSX - VALIC Co I - Health Sciences Fund 30
Perpetual Ltd 30
Angelo Gordon & Co., L.p. 30
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 30
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 30
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 30
Timber Hill LLC 30
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 30
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 30
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 30
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 30
Punch & Associates Investment Management, Inc. 30
Anchor Investment Management, LLC 30
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 30
Buckingham Strategic Wealth, Llc 30
Princeton Global Asset Management LLC 30
Webster Bank, N. A. 30
Advantage Investment Management, Llc 30
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 30
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 30
Bluefin Trading, LLC 30
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 30
Regent Peak Wealth Advisors LLC 30
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 30
Agf Management Ltd 30
Bluestein R H & Co 30
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 30
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 30
Clough Capital Partners L P 30
EULAV Asset Management 30
Sumitomo Mitsui DS Asset Management Company, Ltd 30
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 30
Vestmark Advisory Solutions, Inc. 30
Strategic Blueprint, LLC 30
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 30
Intracoastal Capital, Llc 30
Bfsg, Llc 30
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 30
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 30
Tamarack Capital Management, LLC 30
Virginia Retirement System 30
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 30
HFM Investment Advisors, LLC 30
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 30
Fiduciary Trust Co 30
GeoWealth Management, LLC 30
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 30
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 29
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 29
Erste Asset Management GmbH 29
Fiduciary Alliance LLC 29
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 29
Flinton Capital Management LLC 29
Ascend Capital, Llc 29
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 29
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 29
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 29
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 29
RBF Capital, LLC 29
Inspire Advisors, LLC 29
New Age Alpha Advisors, LLC 29
Stonepine Capital Management, LLC 29
First Capital Advisors Group, LLC. 29
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 29
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 29
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 29
Investors Research Corp 29
Nachman Norwood & Parrott, Inc 29
Qrg Capital Management, Inc. 29
Joel Isaacson & Co., LLC 29
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 29
Continental Advisors Llc 29
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 29
Beacon Pointe Advisors, LLC 29
Arrowgrass Capital Partners (us) Lp 29
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 29
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 29
Qsemble Capital Management, LP 29
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 29
Exencial Wealth Advisors, Llc 29
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 29
Telemetry Investments, L.L.C. 29
Cantab Capital Partners LLP 29
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 29
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 29
Castle Creek Arbitrage, LLC 29
WUSAX - WANGER ADVISORS TRUST - Wanger USA 29
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 29
Tekla Healthcare Investors 29
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 29
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 29
Transamerica Partners Funds Group 29
First Interstate Bank 29
Readystate Asset Management Lp 29
BRACX - Blackrock Allocation Target Shares - Bats Series C 29
Tiedemann Advisors, Llc 29
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 29
Transamerica Partners Funds Group Ii 29
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 29
Warren Averett Asset Management, LLC 29
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 29
Horan Securities, Inc. 29
Hilltop Holdings Inc. 29
Silverback Asset Management Llc 29
Quest Capital Management Inc /adv 29
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 29
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 29
Sawgrass Asset Management Llc 29
Advanced Series Trust - Ast Small-cap Value Portfolio 29
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 29
NorthCoast Asset Management LLC 29
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 29
Tuttle Tactical Management LLC 29
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 29
Fjarde Ap-fonden /fourth Swedish National Pension Fund 29
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 29
PIMCO FUNDS - PIMCO Sector Fund Series - I 29
Savior LLC 29
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 29
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 29
Prescott Group Capital Management, L.l.c. 29
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 29
Banco Bilbao Vizcaya Argentaria, S.a. 29
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 29
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 29
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 29
1st Global Advisors, Inc. 29
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 29
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 29
Eaton Vance Ltd Duration Income Fund 29
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 29
Claris Advisors, Llc / Mo / 29
Anfield Capital Management, LLC 29
Clean Yield Group 29
Marathon Trading Investment Management LLC 29
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 29
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 29
SPMB - SPDR SERIES TRUST - SPDR(R) Portfolio Mortgage Backed Bond ETF 29
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 29
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 29
JMBS - Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF 29
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 29
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 29
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 29
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 29
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 29
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 29
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 28
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 28
Lloyd Advisory Services, LLC. 28
Nuveen S&p 500 Dynamic Overwrite Fund 28
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 28
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 28
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 28
Zweig-DiMenna Associates LLC 28
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 28
Calton & Associates, Inc. 28
CNB Bank 28
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 28
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 28
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 28
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 28
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 28
G2 Investment Partners Management LLC 28
Personal Cfo Solutions, Llc 28
Merit Financial Group, LLC 28
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 28
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 28
Falcon Point Capital, Llc 28
HighPoint Advisor Group LLC 28
Carlson Capital L P 28
Profunds - Profund Vp Small-cap Growth 28
Bayforest Capital Ltd 28
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 28
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 28
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 28
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 28
Moisand Fitzgerald Tamayo, LLC 28
Achmea Investment Management B.V. 28
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 28
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 28
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 28
Mazama Capital Management Inc 28
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 28
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 28
Lake Street Advisors Group, Llc 28
Bbva Usa 28
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 28
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 28
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 28
GLG Partners LP 28
WealthTrust-Arizona, LLC 28
HealthInvest Partners AB 28
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 28
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 28
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 28
Householder Group Estate & Retirement Specialist, LLC 28
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 28
SpiderRock Advisors, LLC 28
Sugarloaf Wealth Management, LLC 28
Pinnacle Bancorp, Inc. 28
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 28
Logan Capital Management Inc 28
Tradeworx Inc. 28
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 28
Folger Hill Asset Management LP 28
Renaissance Group Llc 28
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 28
B. Metzler seel. Sohn & Co. Holding AG 28
Community Bank, N.A. 28
Childress Capital Advisors, Llc 28
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 28
Cribstone Capital Management, LLC 28
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 28
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 28
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 28
Jackson Creek Investment Advisors LLC 28
Invenomic Capital Management LP 28
Beryl Capital Management LLC 28
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 28
Skylands Capital, LLC 28
Viking Global Investors Lp 28
Livforsakringsbolaget Skandia, Omsesidigt 28
Intrust Bank Na 28
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 28
Cornerstone Investment Partners, LLC 28
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 28
Ritholtz Wealth Management 28
Usaa Etf Trust 28
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 28
Beaird Harris Wealth Management, LLC 28
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 28
Kanaly Trust Co 28
HHM Wealth Advisors, LLC 28
HighVista Strategies LLC 28
Telemus Capital, Llc 28
Magnus Financial Group LLC 28
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 28
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 28
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 28
Alera Investment Advisors, LLC 28
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 28
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 28
Wealthbridge Capital Management, Llc 28
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 28
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 28
Integrated Core Strategies (us) Llc 28
Oliver Lagore Vanvalin Investment Group 28
Patten Group, Inc. 28
Hanson & Doremus Investment Management 27
Forsta Ap-fonden 27
Novo Holdings A/S 27
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 27
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 27
Kohlberg Kravis Roberts & Co. L.P. 27
Empirical Finance, LLC 27
Marquette Asset Management, LLC 27
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 27
Hood River Capital Management LLC 27
SGPIX - Profunds - Small-cap Growth Profund Investor Class 27
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 27
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 27
Banco Santander, S.A. 27
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 27
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 27
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 27
Spears Abacus Advisors LLC 27
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 27
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 27
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 27
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 27
PSI Advisors, LLC 27
Financial Counselors Inc 27
Winfield Associates, Inc. 27
Washington Capital Management Inc 27
Camarda Financial Advisors, LLC 27
Motley Fool Asset Management LLC 27
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 27
Central Bank & Trust Co 27
Centerpoint Advisors, LLC 27
Andra AP-fonden 27
Aspire Private Capital, LLC 27
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 27
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 27
Alpha Windward Llc 27
Atlas Capital Advisors Llc 27
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 27
Twin Capital Management Inc 27
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 27
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 27
Bp Plc 27
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 27
MBB - iSHARES TRUST - iShares MBS ETF 27
Man Investments Ltd 27
TRANSAMERICA FUNDS - Transamerica Total Return I2 27
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 27
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 27
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 27
FGMNX - FIDELITY INCOME FUND /MA/ - Fidelity GNMA Fund 27
Freestone Grove Partners LP 27
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 27
Hodges Capital Management Inc. 27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 27
Banque Transatlantique SA 27
Phoenix Holdings Ltd. 27
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 27
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 27
Parkworth Wealth Management, Inc. 27
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 27
Crestwood Advisors Group LLC 27
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 27
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 27
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 27
Silvant Capital Management LLC 27
Ostrum Asset Management 27
McAdam, LLC 27
Central Pacific Bank - Trust Division 27
Truewealth Llc 27
Capital International Investors 27
Wall Street Associates 27
Opaleye Management Inc. 27
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 27
Whitebox Mutual Funds 27
Lmcg Investments, Llc 27
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 27
Bahl & Gaynor Inc 27
Capital Guardian Trust Co 27
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 27
ISAM Funds (UK) Ltd 27
HB Wealth Management, LLC 27
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 27
Capital One, National Association 27
Tredje AP-fonden 27
STXK - EA Series Trust - Strive Small-Cap ETF 27
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 27
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 27
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 27
Arlington Partners LLC 27
D'Orazio & Associates, Inc. 27
Country Trust Bank 27
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 27
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 27
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 27
SG Capital Management LLC 27
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 27
PharVision Advisers, LLC 27
Gateway Investment Advisers Llc 27
Eagle Global Advisors Llc 27
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 27
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 27
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 27
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 27
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 27
Adirondack Trust Co 27
Formidable Asset Management, LLC 27
Pinnacle Associates Ltd 27
VPVLTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Long-Term U.S. Government Portfolio Administrative 27
Integrated Wealth Management 27
Ellis Investment Partners, LLC 27
Arlington Trust Co LLC 26
Squar Milner Financial Services Llc 26
Hazlett, Burt & Watson, Inc. 26
Eastern Bank 26
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 26
High Note Wealth, LLC 26
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 26
Rosenberg Matthew Hamilton 26
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 26
Fulton Bank, N.a. 26
TD Capital Management LLC 26
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 26
Tributary Capital Management, LLC 26
Bruce G. Allen Investments, LLC 26
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 26
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 26
Claraphi Advisory Network, LLC 26
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 26
Zions Bancorporation, National Association /ut/ 26
Barrow Hanley Mewhinney & Strauss Llc 26
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 26
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 26
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 26
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 26
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 26
Endurance Wealth Management, Inc. 26
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 26
First National Bank Of Omaha 26
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 26
Mariner Investment Group Llc 26
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 26
Amerivest Investment Management LLC 26
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 26
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 26
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 26
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 26
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 26
Curian Capital Llc 26
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 26
Peapack Gladstone Financial Corp 26
STFBX - Advisers Investment Trust - State Farm Balanced Fund 26
Change Path, LLC 26
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 26
Sofinnova Investments, Inc. 26
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 26
Chilton Capital Management Llc 26
Caldwell Securities, Inc 26
BOK Financial Private Wealth, Inc. 26
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 26
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 26
Tlp Group Llc 26
TCTC Holdings, LLC 26
Virtus ETF Advisers LLC 26
PenderFund Capital Management Ltd. 26
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 26
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 26
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 26
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 26
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 26
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 26
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Mortgage-Backed Securities Multi-Sector Account Portfolio 26
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 26
Tygh Capital Management, Inc. 26
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 26
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 26
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 26
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 26
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 26
Wakefield Asset Management LLLP 26
Edge Advisors, Llc 26
St Germain D J Co Inc 26
Americafirst Capital Management, Llc 26
National Pension Service 26
Boston Advisors Llc 26
Evolution Wealth Advisors, LLC 26
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 26
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 26
Atw Spac Management Llc 26
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 26
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 26
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 26
Delos Wealth Advisors, LLC 26
Integre Asset Management, LLC 26
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 26
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 26
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 26
Clark Capital Management Group, Inc. 26
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 26
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 26
FSEC - Fidelity Merrimack Street Trust - Fidelity Investment Grade Securitized ETF 26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 26
Harbour Capital Advisors, LLC 26
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 26
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 26
Bluefin Capital Management, Llc 26
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 26
Conestoga Capital Advisors, LLC 26
PRW Wealth Management LLC 26
Rakuten Securities, Inc. 26
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 26
Sheets Smith Wealth Management 26
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 26
General Motors Investment Management Corp 26
Highline Wealth Partners Llc 26
Farallon Capital Management Llc 26
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 26
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 26
Welch & Forbes Llc 26
VisionPoint Advisory Group, LLC 26
Nemes Rush Group LLC 26
USS Investment Management Ltd 26
Claro Advisors LLC 26
Df Dent & Co Inc 26
Nuveen Core Equity Alpha Fund 26
Grandeur Peak Global Advisors, LLC 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 26
Cm Wealth Advisors Llc 26
Quantum Capital Management 26
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 26
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 26
25 Llc 26
Lecap Asset Management Ltd 26
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 26
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 26
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 26
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 26
Nuance Investments, Llc 26
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 26
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 26
WR Wealth Planners, LLC 26
Americana Partners, LLC 26
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 26
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 26
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 26
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 26
K.J. Harrison & Partners Inc 26
Private Wealth Asset Management, LLC 26
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 26
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 26
Laurel Wealth Advisors, Inc. 26
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 25
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 25
Atticus Wealth Management, Llc 25
Simplify Asset Management Inc. 25
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 25
Consonance Capital Management LP 25
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 25
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 25
Voya Prime Rate Trust 25
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 25
Cortina Funds, Inc. 25
AlphaOne Investment Services, LLC 25
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 25
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 25
Dakota Wealth Management 25
Kentucky Retirement Systems 25
Archford Capital Strategies, LLC 25
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 25
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 25
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 25
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 25
Cannell Peter B & Co Inc 25
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 25
AMG National Trust Bank 25
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 25
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 25
Transamerica Partners Portfolios 25
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 25
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 25
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 25
FMGAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Mortgage Securities Fund Class A 25
Curi Wealth Management, LLC 25
Semanteon Capital Management, LP 25
Nissay Asset Management Corp /japan/ /adv 25
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 25
Morgan Dempsey Capital Management Llc 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 25
Conning Inc. 25
Lincoln National Corp 25
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 25
Kentucky Retirement Systems Insurance Trust Fund 25
Select Equity Group, L.P. 25
Allianzgi Convertible & Income Fund 25
Omnia Family Wealth, LLC 25
Guggenheim Strategic Opportunities Fund 25
Point72 Europe (London) LLP 25
Integrated Advisors Network LLC 25
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 25
Allianzgi Convertible & Income Fund Ii 25
Ellsworth Advisors, LLC 25
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 25
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 25
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 25
MERVX - MERGER FUND VL - The Merger Fund VL 25
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 25
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 25
Burney Co/ 25
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 25
IMA Wealth, Inc. 25
Bedel Financial Consulting, Inc. 25
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 25
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 25
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 25
Glass Jacobson Investment Advisors llc 25
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 25
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 25
West Oak Capital, LLC 25
Cowen Prime Services LLC 25
Retirement Group, LLC 25
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 25
Foster Dykema Cabot & Co Inc/ma 25
Moody Aldrich Partners Llc 25
Premier Fund Managers Ltd 25
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 25
Rs Investment Management Co Llc 25
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 25
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 25
Norinchukin Bank, The 25
Thomas White International Ltd 25
Weaver Consulting Group 25
Addison Advisors LLC 25
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 25
BLACKROCK FUNDS - iShares U.S. Securitized Bond Index Fund 25
Greenwood Capital Associates Llc 25
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 25
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 25
Decade Capital Management Llc 25
Tri Locum Partners LP 25
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 25
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 25
EFG Asset Management (North America) Corp. 25
Relative Value Fund 25
Sheaff Brock Investment Advisors, LLC 25
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 25
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 25
McIlrath & Eck, LLC 25
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 25
Jpmorgan Trust Iii 25
Core Alternative Capital 25
ICA Group Wealth Management, LLC 25
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 25
Brewin Dolphin Wealth Management Ltd 25
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 25
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 25
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 25
Argent Capital Management Llc 25
Brighton Jones Llc 25
Capital Impact Advisors, LLC 25
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 25
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 25
Hennion & Walsh Asset Management, Inc. 25
Fosun International Ltd 25
NORTHWESTERN MUTUAL SERIES FUND INC - Long-Term US Government Bond Portfolio 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 25
Insight Capital Research & Management Inc 25
SEGMX - SEI DAILY INCOME TRUST /MA/ - SDIT GNMA FUND - CLASS F, effective 1-31-2017 (formerly Class A) 25
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 25
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 25
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 25
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 25
Empyrean Capital Partners, LP 25
Clear Harbor Asset Management, LLC 25
Polygon Management Ltd. 25
DT Investment Partners, LLC 25
Gulf International Bank (UK) Ltd 25
NJ State Employees Deferred Compensation Plan 25
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 25
Psagot Investment House Ltd. 25
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 25
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 25
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 25
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 25
Heartland Advisors Inc 25
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 25
Pinnacle Financial Partners Inc 25
FGOVX - FIDELITY INCOME FUND /MA/ - Fidelity Government Income Fund 24
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 24
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 24
Icon Wealth Partners, LLC 24
Harwood Advisory Group, LLC 24
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 24
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 24
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 24
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 24
NatWest Group plc 24
WealthTrak Capital Management LLC 24
Spouting Rock Asset Management, LLC 24
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 24
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 24
Sector Gamma As 24
Capstone Series Fund Inc 24
Kilter Group LLC 24
Hudock, Inc. 24
Romano Brothers And Company 24
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 24
PGGM Investments 24
Hl Financial Services Llc 24
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 24
Turner Funds 24
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 24
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 24
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 24
PWS - Pacer Funds Trust - Pacer WealthShield ETF 24
Norden Group Llc 24
Syon Capital Llc 24
BlackRock ESG Capital Allocation Trust 24
Riverwater Partners LLC 24
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 24
Argent Trust Co 24
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 24
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 24
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 24
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 24
Destination Wealth Management 24
McElhenny Sheffield Capital Management, LLC 24
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 24
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 24
Van Hulzen Asset Management, LLC 24
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 24
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 24
Legacy Advisors, LLC 24
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 24
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 24
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 24
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 24
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 24
VCULX - VALIC Co I - Growth Fund 24
Quotient Investors, LLC 24
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF 24
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 24
Sentinel Asset Management, Inc. 24
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 24
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 24
Trellus Management Company, LLC 24
Values First Advisors, Inc. 24
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 24
Brighthouse Funds Trust II - Western Asset Management U.S. Government Portfolio Class A 24
1492 Capital Management LLC 24
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 24
Spectrum Management Group, LLC 24
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 24
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 24
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 24
Laffer Investments 24
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 24
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 24
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 24
Cromwell Holdings LLC 24
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 24
Dai-Ichi Life Insurance Company, Ltd 24
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 24
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 24
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 24
City Holding Co 24
Kelly Financial Services LLC 24
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 24
Columbia Wanger Asset Management Llc 24
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 24
Charter Oak Capital Management, LLC 24
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 24
Amplius Wealth Advisors, LLC 24
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 24
Symmetry Partners, LLC 24
Beck Bode, LLC 24
ARK Investment Management LLC 24
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 24
Liontrust Investment Partners LLP 24
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 24
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 24
Park West Asset Management LLC 24
Mn Services Vermogensbeheer B.V. 24
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 24
Alpha Omega Wealth Management LLC 24
Reuter James Wealth Management, Llc 24
Westport Resources Management Inc 24
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 24
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 24
Leavell Investment Management, Inc. 24
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 24
E Fund Management Co., Ltd. 24
Primecap Management Co/ca/ 24
New England Research & Management, Inc. 24
Byrne Asset Management LLC 24
Matarin Capital Management, LLC 24
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 24
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 24
Verdence Capital Advisors LLC 24
American Capital Advisory, LLC 24
Thornburg Investment Management Inc 24
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 24
Cavalier Investments, LLC 24
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 24
Manchester Financial Inc 24
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 24
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 24
Salomon & Ludwin, LLC 24
BlackRock Capital Allocation Trust 24
Boulder Hill Capital Management Lp 24
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 24
Ossiam 24
iA Global Asset Management Inc. 24
Hughes Financial Services, LLC 24
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 24
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 24
Bnc Wealth Management, Llc 24
Thoroughbred Financial Services, Llc 24
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 24
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 24
Gladstone Institutional Advisory LLC 24
Integrated Investment Consultants, LLC 24
Adams Diversified Equity Fund, Inc. 24
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 24
Laurel Wealth Advisors LLC 24
Groupama Asset Managment 24
Personal Wealth Partners 24
Brown Advisory Securities, LLC 24
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 24
RMR Wealth Builders 24
Nkcfo Llc 24
Planning Capital Management Corp 24
PRGMX - T. Rowe Price GNMA Fund, Inc. - T. Rowe Price GNMA Fund 24
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 24
Worldquant Millennium Advisors Llc 24
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 24
Minichmacgregor Wealth Management, Llc 24
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 24
Dunhill Financial, LLC 24
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 24
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 24
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 24
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 24
Brasada Capital Management, Lp 24
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 23
Simplicity Wealth,LLC 23
Price Capital Management, Inc. 23
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 23
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 23
NewEdge Wealth, LLC 23
LBA Wealth Management, LLC 23
Wahed Invest LLC 23
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 23
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 23
Cambiar Investors Llc 23
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 23
Copeland Capital Management, LLC 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 23
Howard Hughes Medical Institute 23
South Texas Money Management Ltd 23
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 23
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 23
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 23
Aequim Alternative Investments LP 23
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 23
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 23
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 23
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 23
MGSIX - MFS SERIES TRUST XIII - MFS Government Securities Fund I 23
GSUIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Mortgages Fund Institutional 23
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 23
Reliance Trust Co Of Delaware 23
F/M Investments LLC 23
Boston Common Asset Management, LLC 23
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 23
Cypress Capital Group 23
Blume Capital Management, Inc. 23
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 23
Impact Partnership Wealth, LLC 23
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 23
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 23
Highstreet Asset Management Inc. 23
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 23
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 23
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 23
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 23
Kim, Llc 23
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 23
APBAX - Cavanal Hill Funds - Active Core Fund Investor 23
CPSIX - Unified Series Trust - Fci Bond Fund 23
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 23
PENN SERIES FUNDS INC - Flexibly Managed Fund 23
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 23
Redpoint Investment Management Pty Ltd 23
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 23
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 23
Prime Capital Investment Advisors, LLC 23
First Financial Corp /in/ 23
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 23
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 23
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 23
Barrett Asset Management, LLC 23
Hoxton Financial, Inc. 23
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 23
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 23
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 23
Knowledge Leaders Capital, LLC 23
PENN SERIES FUNDS INC - Smid Cap Growth Fund 23
Apriem Advisors 23
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 23
Trust Department Mb Financial Bank N A 23
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 23
Stifel Nicolaus & Co Inc \mo\ 23
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 23
Boston Family Office Llc 23
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 23
Patten & Patten Inc/tn 23
Eisler Capital (UK) Ltd. 23
Canandaigua National Bank & Trust Co 23
Chicago Capital Management, LLC 23
Price Wealth Management, Inc. 23
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 23
American Capital Management Inc 23
Harvest Investment Services, LLC 23
Capitolis Advisors LLC 23
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 23
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 23
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 23
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 23
Coastal Capital Group, Inc. 23
Transce3nd, LLC 23
Rockbridge Investment Management, LCC 23
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 23
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 23
SageView Advisory Group, LLC 23
Copper Rock Capital Partners, LLC 23
Mosaic Family Wealth, LLC 23
West Branch Capital LLC 23
Delta Lloyd Nv 23
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 23
Turtle Creek Wealth Advisors, LLC 23
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 23
aeris Capital Holding GmbH 23
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 23
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 23
NuWave Investment Management, LLC 23
Carnegie Capital Asset Management, LLC 23
Ab Pooling Portfolios 23
Winton Capital Management Ltd 23
Strategic Wealth Partners, Ltd. 23
Ironwood Financial, llc 23
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 23
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 23
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 23
Weaver C. Barksdale & Associates, Inc. 23
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 23
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 23
NorthRock Partners, LLC 23
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 23
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 23
Malaga Cove Capital, LLC 23
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 23
Roble, Belko & Company, Inc 23
Northern Oak Wealth Management Inc 23
Reynders McVeigh Capital Management, LLC 23
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 23
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 23
Winch Advisory Services, LLC 23
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 23
Bard Associates Inc 23
Bourgeon Capital Management Llc 23
Breton Hill Capital Ltd. 23
Ramius Advisors Llc 23
Indiana Trust & Investment Management CO 23
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 23
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 23
Marino, Stram & Associates Llc 23
Redwood Investments, LLC 23
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 23
Exos TFP Holdings LLC 23
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 23
Oppenheimer Variable Account Funds 23
Bck Capital Management Lp 23
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 23
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 23
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 23
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 23
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 23
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 23
Integral Derivatives, LLC 23
TILUX - MORGAN STANLEY PATHWAY FUNDS - Inflation-Linked Fixed Income Fund 23
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 23
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 23
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 23
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 23
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 23
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 23
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 23
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 23
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 23
Integrated Quantitative Investments LLC 23
Resona Asset Management Co.,Ltd. 23
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 23
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 23
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 23
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 22
IEIH - iShares U.S. ETF Trust - iShares Evolved U.S. Innovative Healthcare ETF 22
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 22
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 22
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 22
Cupps Capital Management, LLC 22
Orrstown Financial Services Inc 22
Tyler-Stone Wealth Management 22
Hilltop National Bank 22
RWM Asset Management, LLC 22
M&G Plc 22
Gerber Kawasaki Wealth & Investment Management 22
Godsey & Gibb Associates 22
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 22
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 22
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 22
Williams Jones Wealth Management, LLC. 22
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 22
PointState Capital LP 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 22
Global X Funds 22
V Wealth Advisors LLC 22
Triad Wealth Partners, LLC 22
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 22
Pictet & Cie (Europe) SA 22
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 22
Adviser Investments LLC 22
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 22
Zurich Insurance Group Ltd/FI 22
Jag Capital Management, Llc 22
Trillium Asset Management, Llc 22
Needham Investment Management Llc 22
Ghisallo Capital Management LLC 22
Kowal Investment Group, LLC 22
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 22
Axxcess Wealth Management, Llc 22
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 22
Easterly Investment Partners Llc 22
Roubaix Capital, LLC 22
WMS Partners, LLC 22
Cleararc Capital Inc 22
Avalon Advisors, Llc 22
Legacy Wealth Asset Management, LLC 22
Cohanzick Management, Llc 22
Argent Advisors, Inc. 22
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 22
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 22
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 22
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 22
Bridger Management, Llc 22
Putnam Fl Investment Management Co 22
Brown Capital Management Llc 22
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 22
Cfm Wealth Partners Llc 22
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 22
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 22
AMS Capital Ltda 22
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 22
Fifth Third Wealth Advisors LLC 22
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 22
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 22
Bridges Investment Management Inc 22
Beacon Investment Advisory Services, Inc. 22
Gabelli Dividend & Income Trust 22
Stephens Investment Management Group LLC 22
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 22
TradeLink Global Equity LLC 22
Metis Global Partners, LLC 22
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 22
Brant Point Investment Management Llc 22
Fidelis Capital Partners, LLC 22
Paulson & Co. Inc. 22
Trust Point Inc. 22
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 22
Tobam 22
Principia Wealth Advisory, LLC 22
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 22
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 22
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 22
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 22
Securian Funds Trust - SFT Index 500 Fund Class 1 22
Desjardins Global Asset Management Inc. 22
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 22
CBIZ Investment Advisory Services, LLC 22
Oarsman Capital, Inc. 22
IFM Investors Pty Ltd 22
Platte River Capital LLC 22
Empery Asset Management, LP 22
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 22
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 22
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 22
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 22
Liberty All Star Growth Fund Inc. 22
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 22
Miles Capital, Inc. 22
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 22
Bleakley Financial Group, LLC 22
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 22
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 22
Ten Capital Wealth Advisors, LLC 22
Guardian Life Insurance Co Of America 22
Reynolds Capital Management Llc 22
Certified Advisory Corp 22
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 22
Wellington Shields Capital Management, LLC 22
Fairfield, Bush & Co. 22
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 22
Tcw Strategic Income Fund Inc 22
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 22
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 22
Alexandria Capital, LLC 22
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 22
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 22
Camden Asset Management L P /ca 22
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 22
Gabelli Global Small & Mid Cap Value Trust 22
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 22
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 22
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 22
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 22
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 22
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 22
Security National Trust Co 22
SFY - Tidal ETF Trust - SoFi Select 500 ETF 22
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 22
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 22
Birchview Capital, LP 22
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 22
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 22
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 22
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 22
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 22
Pennsylvania Trust Co 22
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 22
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 22
Spdr S&p 500 Etf Trust 22
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 22
Suvretta Capital Management, Llc 22
Corient Capital Partners, LLC 22
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 22
Anchor Capital Advisors Llc 22
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 22
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 22
Redhawk Wealth Advisors, Inc. 22
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 22
THRIVENT SERIES FUND INC - Thrivent Government Bond Portfolio Class A 22
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 22
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 22
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 22
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 22
AIA Group Ltd 22
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 22
Partnervest Advisory Services LLC 22
Canton Hathaway, LLC 22
Equitable Holdings, Inc. 22
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 22
Nbt Bank N A /ny 22
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 22
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 22
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 22
Jump Trading, LLC 22
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 22
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 22
O'Dell Group, LLC 22
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 22
Arrow Financial Corp 22
MMCAP International Inc. SPC 22
Prio Wealth Limited Partnership 22
Redmond Asset Management, LLC 22
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 22
Everett Harris & Co /ca/ 22
Frazier Financial Advisors, LLC 22
Clough Global Equity Fund 22
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 22
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 22
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 22
Mairs & Power Inc 22
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 22
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 22
Avidian Wealth Solutions, LLC 22
Trust Co Of Toledo Na /oh/ 22
Calamos Global Total Return Fund 22
Channing Capital Management, LLC 22
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 22
Perkins Coie Trust Co 22
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 22
MML Series Investment Fund II - MML Blend Fund Initial Class 22
Claybrook Capital, LLC 22
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 22
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 22
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 22
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 21
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 21
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 21
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 21
Mill Creek Capital Advisors, LLC 21
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 21
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 21
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 21
Kula Investments, LLC 21
Donoghue Forlines LLC 21
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 21
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 21
Havens Advisors Llc 21
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 21
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 21
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 21
Kings Point Capital Management 21
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 21
Moran Wealth Management, LLC 21
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 21
Spearhead Capital Advisors, Llc 21
Voya Financial Advisors, Inc. 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 21
First Midwest Bank Trust Division 21
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 21
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 21
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 21
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 21
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 21
Cypress Capital Management LLC (WY) 21
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 21
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 21
Wedmont Private Capital 21
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 21
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 21
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 21
Boussard & Gavaudan Investment Management LLP 21
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 21
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 21
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 21
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 21
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 21
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 21
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 21
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 21
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 21
Gofen & Glossberg Llc /il/ 21
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 21
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 21
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 21
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 21
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 21
GGBFX - GuideStone Funds - Global Bond Fund Investor 21
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 21
Buckingham Strategic Partners 21
Red Tortoise LLC 21
Bremer Trust National Association 21
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 21
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 21
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 21
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 21
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 21
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 21
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 21
Mission Wealth Management, Lp 21
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 21
Clarkston Capital Partners, LLC 21
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 21
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 21
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 21
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 21
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 21
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 21
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 21
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 21
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 21
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 21
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 21
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 21
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 21
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 21
PENN SERIES FUNDS INC - Index 500 Fund 21
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 21
PACIFIC SELECT FUND - Equity Index Portfolio Class I 21
Sageworth Trust Co of South Dakota 21
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 21
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 21
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 21
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 21
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 21
Sierra Capital LLC 21
Piermont Capital Management LLC 21
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 21
Ranger Investment Management, L.P. 21
City State Bank 21
Securian Funds Trust - SFT Core Bond Fund Class 1 21
Cheyne Capital Management (UK) LLP 21
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 21
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 21
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 21
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 21
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 21
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 21
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 21
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 21
Wbi Investments, Inc. 21
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 21
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 21
AXS Investments LLC 21
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 21
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 21
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 21
EHLS - Tidal Trust II - Even Herd Long Short ETF 21
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 21
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 21
NOMIX - Northern Funds - Northern Mid Cap Index Fund 21
NOSIX - Northern Funds - Northern Stock Index Fund 21
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 21
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 21
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 21
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 21
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 21
Foresters Investment Management Company, Inc. 21
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 21
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 21
Smallcap World Fund Inc 21
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 21
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 21
Profunds - Profund Vp Large-cap Value 21
NinePointTwo Capital 21
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 21
Profunds - Profund Vp Bull 21
Profunds - Profund Vp Ultrabull 21
AIGH Capital Management LLC 21
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 21
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 21
Atlantic Union Bankshares Corp 21
Owl Creek Asset Management, L.P. 21
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 21
Personal Capital Advisors Corp 21
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 21
Kalos Management, Inc. 21
Ausdal Financial Partners, Inc. 21
Allegheny Financial Group LTD 21
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 21
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 21
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 21
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 21
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 21
Old Second National Bank Of Aurora 21
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 21
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 21
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 21
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 21
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 21
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 21
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 21
WealthStone, Inc. 21
Shinko Asset Management Co., Ltd. 21
J.Safra Asset Management Corp 21
W.G. Shaheen & Associates DBA Whitney & Co 21
Bellwether Advisors, LLC 21
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 21
GoalVest Advisory LLC 21
CHICAGO TRUST Co NA 21
CVI Investments, Inc. 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 21
Arete Wealth Advisors, LLC 21
ACVF - ETF Opportunities Trust - American Conservative Values ETF 21
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 21
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 21
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 21
Crawford Investment Counsel Inc 21
Chase Investment Counsel Corp 21
Global Wealth Management Investment Advisory, Inc. 21
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 21
Kinneret Advisory, LLC 21
Wellington Shields & Co., LLC 21
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 21
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF 21
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 21
Voisard Asset Management Group, Inc. 21
Vaughan Nelson Investment Management, L.p. 21
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 21
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 21
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 21
Williams Jones & Associates LLC 21
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 21
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 21
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 21
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 21
TBFAX - THRIVENT MUTUAL FUNDS - Thrivent Government Bond Fund Class A 21
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 21
Selective Wealth Management, Inc. 21
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 21
Equitable Trust Co 21
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 21
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 21
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 21
Emerald Investment Partners, Llc 21
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 21
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 21
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 21
Solstein Capital, LLC 21
Unique Wealth Strategies, LLC 21
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 21
M&r Capital Management Inc 21
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 21
Cna Financial Corp 21
Rampart Investment Management Company, LLC 21
MANA Advisors LLC 21
Providence Capital Advisors, LLC 21
Dai-ichi Life Holdings, Inc. 21
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 21
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 21
WestEnd Advisors, LLC 21
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund 21
Gryphon Financial Partners LLC 21
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 21
Underlying Funds Trust 21
LVPIX - Profunds - Large-cap Value Profund Investor Class 21
Omni Partners Llp 21
ULPIX - Profunds - Ultrabull Profund Investor Class 21
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 21
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 21
Courier Capital Llc 21
BLPIX - Profunds - Bull Profund Investor Class 21
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 21
Vanguard Morgan Growth Fund 21
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 21
NEOS Investment Management LLC 21
Pinnacle Summer Investments, Inc. 21
City National Bank 21
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 21
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 21
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 21
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 21
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 21
Karpus Management, Inc. 21
Ingalls & Snyder Llc 21
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 21
SevenBridge Financial Group, LLC 21
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 21
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 21
Farringdon Capital, Ltd. 21
Raiffeisen Bank International AG 21
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 21
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 21
Symphony Financial, Ltd. Co. 21
Eminence Capital, Lp 21
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 21
Bellwether Investment Group, LLC 21
Connor Clark & Lunn Investment Management Ltd 21
Seizert Capital Partners, Llc 21
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 21
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 21
State of New Jersey Common Pension Fund A 21
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 21
Cca Investments Trust 21
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 21
Dixon Hughes Goodman Wealth Advisors LLC 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 21
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 21
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 21
First Bank & Trust 21
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 21
Evermay Wealth Management Llc 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 21
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 21
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2 21
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2 21
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 21
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2 21
Total Investment Management Inc 21
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 21
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 21
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 21
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 21
TIMOTHY PLAN - Timothy Strategic Variable 21
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 21
Asymmetry Capital Management, L.P. 21
Deltec Asset Management Llc 21
Trifecta Capital Advisors, LLC 21
Strategy Asset Managers Llc 21
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 21
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 21
VCBCX - VALIC Co I - Blue Chip Growth Fund 21
Ipswich Investment Management Co., Inc. 21
VSTIX - VALIC Co I - Stock Index Fund 21
Spdr S&p Midcap 400 Etf Trust 21
Carmel Capital Partners, LLC 21
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 21
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 21
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 21
SSO - PROSHARES TRUST - ProShares Ultra S&P500 21
Meiji Yasuda Life Insurance Co 21
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 21
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 21
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 21
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 21
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 21
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 21
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 21
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 21
Blackrock Corporate High Yield Fund, Inc. 21
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 21
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 21
Armstrong Advisory Group, Inc 20
Czech National Bank 20
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 20
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 20
FormulaFolio Investments, LLC 20
Frank, Rimerman Advisors LLC 20
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 20
Cornerstone Advisory, LLC 20
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 20
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 20
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 20
Profunds - Profund Vp Ultramid-cap 20
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 20
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 20
Profunds - Profund Vp Large-cap Growth 20
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 20
First Command Advisory Services, Inc. 20
Orion Capital Management LLC 20
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 20
Tidemark, LLC 20
Bray Capital Advisors 20
Well Done, LLC 20
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 20
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 20
Pfs Investments Inc. 20
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 20
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 20
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 20
Jackson Square Partners, LLC 20
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 20
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 20
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 20
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 20
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 20
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 20
Brandywine Oak Private Wealth Llc 20
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 20
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 20
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 20
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 20
Marcum Wealth, LLC 20
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 20
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 20
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 20
Kestra Investment Management, LLC 20
Estabrook Capital Management 20
Ada Investment Management, LP 20
NorthCrest Asset Manangement, LLC 20
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 20
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 20
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 20
Qci Asset Management Inc/ny 20
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 20
Intellectus Partners, LLC 20
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 20
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 20
Wealth Alliance 20
Executive Wealth Management, LLC 20
Fernwood Investment Management, LLC 20
R&F Capital Advisors LP 20
Pier 88 Investment Partners Llc 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 20
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 20
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 20
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 20
Fortis Advisors, LLC 20
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares 20
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 20
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 20
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 20
Boston Financial Mangement Llc 20
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 20
American Trust 20
Surevest, LLC 20
Lake Point Wealth Management 20
Oppenheimer Quest For Value Funds 20
Advanced Series Trust - Ast Mid-cap Growth Portfolio 20
Cadian Capital Management, Lp 20
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 20
Hilton Capital Management, LLC 20
VVSCX - VALIC Co I - Small Cap Value Fund 20
Glg Llc 20
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 20
Azimuth Capital Management LLC 20
Sage Mountain Advisors LLC 20
VVSGX - VALIC Co I - Small Cap Growth Fund 20
Hirtle Callaghan & Co LLC 20
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 20
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 20
L & S Advisors Inc 20
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 20
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 20
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 20
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 20
MTM Investment Management, LLC 20
Myriad Asset Management Ltd. 20
Accel Wealth Management 20
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 20
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 20
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 20
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 20
Concurrent Investment Advisors, LLC 20
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 20
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 20
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 20
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 20
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 20
VMIDX - VALIC Co I - Mid Cap Index Fund 20
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 20
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 20
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 20
CPI - IndexIQ ETF Trust - IQ Real Return ETF 20
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 20
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 20
Lucus Advisors Llc 20
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 20
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 20
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 20
Great Diamond Partners, LLC 20
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 20
Ckw Financial Group 20
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 20
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 20
Baker Tilly Financial, Llc 20
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 20
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 20
Steel Peak Wealth Management LLC 20
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 20
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 20
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 20
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 20
Braun Stacey Associates Inc 20
Aaron Wealth Advisors LLC 20
Newfound Research LLC 20
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 20
Scholtz & Company, Llc 20
Guardian Capital Lp 20
Syntal Capital Partners, LLC 20
Magee Thomson Investment Partners Llc 20
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 20
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 20
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 20
Binnacle Investments Inc 20
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 20
Ahrens Investment Partners LLC 20
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 20
Family Firm, Inc. 20
Governors Lane LP 20
HGC Investment Management Inc. 20
Stonehage Fleming (uk) Ltd 20
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 20
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 20
Dynamic Capital Management Ltd 20
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 20
Mizuho Trust & Banking Co., Ltd. 20
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 20
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 20
Trust For Advisor Solutions 20
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 20
Vanguard Specialized Funds 20
Clough Global Opportunities Fund 20
Loeb Offshore Management LP 20
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 20
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 20
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 20
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 20
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 20
Hartford Financial Management Inc. 20
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 20
Aberdeen Asset Management Plc/uk 20
Railway Pension Investments Ltd 20
Cornerstone Wealth Management, LLC 20
Chicago Capital, LLC 20
Spartan Fund Management Inc. 20
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 20
March Altus Capital Management LP 20
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 20
BRASX - Blackrock Allocation Target Shares - Bats Series S 20
Hallmark Capital Management Inc 20
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 20
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund 20
TD Securities (USA) LLC 20
Pineridge Advisors LLC 20
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 20
King Wealth 20
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF 20
Bowling Portfolio Management LLC 20
Coe Capital Management, LLC 20
Brandes Investment Partners, Lp 20
UMPIX - Profunds - Ultramid-cap Profund Investor Class 20
Monarch Partners Asset Management LLC 20
LGPIX - Profunds - Large-cap Growth Profund Investor Class 20
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF 20
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 20
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 20
MDPIX - Profunds - Mid-cap Profund Investor Class 20
Jackson Square Capital, Llc 20
Halpern Financial, Inc. 20
Clearline Capital LP 20
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 20
Dogwood Wealth Management LLC 20
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 20
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 20
Schonfeld Group Holdings LLC 20
Trustmark National Bank Trust Department 20
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 20
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 20
Affinity Asset Advisors, LLC 20
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 20
Elite Wealth Management, Inc. 20
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 20
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 20
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 20
Zullo Investment Group, Inc. 20
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 20
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 20
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 20
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 20
Athena Capital Advisors Llc 20
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 20
Genesee Valley Trust Co 20
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 20
Delphi Private Advisors LLC 20
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 20
Cahill Financial Advisors Inc 20
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF 19
Stock Yards Bank & Trust Co 19
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 19
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 19
Kaizen Advisory, Llc 19
Suffolk Capital Management Llc 19
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 19
Connors Investor Services Inc 19
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 19
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 19
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 19
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 19
Wilmington Trust, National Association 19
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 19
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 19
Industrial Alliance Investment Management Inc. 19
Varma Mutual Pension Insurance Co 19
CLARET ASSET MANAGEMENT Corp 19
Northwest Financial Advisors 19
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 19
Ruggie Capital Group 19
F&C Asset Management plc 19
Elo Mutual Pension Insurance Co 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 19
AlphaCore Capital LLC 19
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 19
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 19
HYLD - Exchange Listed Funds Trust - High Yield ETF 19
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 19
Aua Capital Management, Llc 19
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 19
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 19
Ativo Capital Management LLC 19
FSTGX - FIDELITY INCOME FUND /MA/ - Fidelity Intermediate Government Income Fund 19
Plato Investment Management Ltd 19
Pflug Koory, LLC 19
AIA Investment Management Private Ltd 19
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 19
Generali Asset Management SPA SGR 19
Vectors Research Management, LLC 19
Hamilton Lane Advisors Llc 19
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 19
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 19
Rothschild Investment Corp /il 19
Landsberg, Bennett, & Dubbaneh LLC 19
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 19
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 19
Axiom Investment Management LLC 19
Motley Fool Wealth Management, LLC 19
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 19
Creekmur Asset Management LLC 19
Pillar Pacific Capital Management Llc 19
Asahi Life Asset Management Co., Ltd. 19
Norway Savings Bank 19
Seeyond 19
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 19
Blue Jay Capital Management, Llc 19
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 19
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 19
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 19
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 19
Meritage Portfolio Management 19
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 19
Bruderman Asset Management, LLC 19
Human Investing LLC 19
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 19
Credential Qtrade Securities Inc. 19
Voleon Capital Management Lp 19
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 19
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 19
Great Lakes Retirement, Inc. 19
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF 19
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 19
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 19
Intact Investment Management Inc. 19
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 19
Bremer Bank National Association 19
CCMG - EA Series Trust - CCM Global Equity ETF 19
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 19
Glenview Trust Co 19
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 19
Geneva Capital Management Llc 19
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 19
High Net Worth Advisory Group LLC 19
Riverbridge Partners Llc 19
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 19
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 19
EALDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration Government Income Fund Class A 19
Taylor Frigon Capital Management LLC 19
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 19
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A 19
Annapolis Financial Services, LLC 19
Silphium Asset Management Ltd 19
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 19
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 19
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 19
Fifth Lane Capital, Lp 19
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 19
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 19
Brown, Lisle/cummings, Inc. 19
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 19
TrimTabs Asset Management, LLC 19
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 19
Stonebridge Financial Group, LLC 19
KAMES CAPITAL plc 19
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 19
Red Door Wealth Management, LLC 19
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 19
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 19
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 19
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 19
La Banque Postale Asset Management SA 19
Choate Investment Advisors 19
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 19
Retirement Planning Co of New England, Inc. 19
Altrinsic Global Advisors Llc 19
Ofi Invest Asset Management 19
Profunds - Profund Vp Mid-cap Growth 19
Avalon Trust Co 19
Perella Weinberg Partners Capital Management LP 19
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 19
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 19
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 19
Strengthening Families & Communities, LLC 19
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 19
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 19
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 19
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 19
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 19
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 19
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 19
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 19
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 19
Manning & Napier Advisors Llc 19
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 19
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 19
Heck Capital Advisors, LLC 19
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 19
Rakuten Investment Management, Inc. 19
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 19
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 19
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 19
Richard Bernstein Advisors LLC 19
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 19
Hunter Associates Investment Management Llc 19
Franklin Street Advisors Inc /nc 19
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 19
Siemens Fonds Invest GmbH 19
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 19
S. Muoio & Co. Llc 19
Gf Fund Management Co. Ltd. 19
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 19
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 19
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 19
PENN SERIES FUNDS INC - Small Cap Growth Fund 19
Moody Lynn & Lieberson, Llc 19
Allstate Investment Management Co 19
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 19
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 19
Capital International Inc /ca/ 19
Waldron Private Wealth LLC 19
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 19
MPS Loria Financial Planners, LLC 19
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 19
Mbb Public Markets I Llc 19
Cim, Llc 19
McGlone Suttner Wealth Management, Inc. 19
STXV - EA Series Trust - Strive 1000 Value ETF 19
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 19
Quaker Wealth Management, LLC 19
Accredited Investors Inc. 19
Ridgewood Investments LLC 19
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 19
PIMCO FUNDS - PIMCO Sector Fund Series - AM 19
VGLSX - VALIC Co I - Global Strategy Fund 19
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 19
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 19
Gerstein Fisher 19
TradeLink Capital LLC 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 19
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 19
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 19
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 19
First Foundation Advisors 19
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 19
Blackrock Credit Allocation Income Trust 19
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 19
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 19
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 19
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 19
Clough Global Dividend & Income Fund 19
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 19
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 19
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 19
Legg Mason Investment Counsel, LLC 19
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 19
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 19
Apex Capital Management 19
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 19
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 19
Apis Capital Advisors, LLC 19
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 19
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 19
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 19
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 19
P Schoenfeld Asset Management Lp 19
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 19
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 19
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 19
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 19
CQS Cayman LP 19
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 19
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 19
VUSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Treasury Fund Investor Shares 19
Olstein Capital Management, L.P. 19
Advance Capital I Inc 19
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 19
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 19
Global Opportunities Portfolio - Global Opportunities Portfolio 19
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 19
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 19
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 19
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 18
Gierl Augustine Investment Management Inc 18
Exxonmobil Investment Management Inc /tx 18
Pensionfund DSM Netherlands 18
Modera Wealth Management, LLC 18
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 18
CTC Alternative Strategies, Ltd. 18
Polaris Wealth Advisory Group, LLC 18
One Capital Management, LLC 18
FDHT - FIDELITY COVINGTON TRUST - Fidelity Digital Health ETF 18
Gladius Capital Management LP 18
Zwj Investment Counsel Inc 18
Stonebridge Capital Management Inc 18
S&co Inc 18
Amica Retiree Medical Trust 18
Peoples Financial Services Corp. 18
QUANTRES ASSET MANAGEMENT Ltd 18
Solaris Asset Management Llc 18
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 18
Peregrine Asset Advisers, Inc. 18
Kiwi Wealth Investments Limited Partnership 18
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 18
Koss-Olinger Consulting, LLC 18
HWG Holdings LP 18
Dynamic Technology Lab Pte Ltd 18
RHJ International SA 18
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 18
Investment Management Corp of Ontario 18
WESPAC Advisors SoCal, LLC 18
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 18
QCM Cayman, Ltd. 18
Sittner & Nelson, Llc 18
Mach-1 Financial Group, Inc. 18
Humankind Investments LLC 18
Lebenthal Global Advisors, LLC 18
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 18
Visionary Asset Management, Inc. 18
Trust Asset Management LLC 18
SummitTX Capital, L.P. 18
Golden State Equity Partners 18
Prentiss Smith & Co Inc 18
Li Winifred I 18
Black Swift Group, LLC 18
LGT Group Foundation 18
SILVER OAK SECURITIES, Inc 18
1620 Investment Advisors, Inc. 18
BTG Pactual Global Asset Management Ltd 18
Pinkerton Retirement Specialists, LLC 18
CHURCHILL MANAGEMENT Corp 18
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 18
Bardin Hill Management Partners Lp 18
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 18
Murphy Capital Management Inc 18
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 18
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 18
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 18
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 18
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 18
Thompson Investment Management, Inc. 18
Capital Investment Advisors, LLC 18
Nations Financial Group Inc, /ia/ /adv 18
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 18
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 18
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 18
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 18
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 18
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 18
Blue Arrow Capital Management Llc 18
Mariner Wealth Advisors-NYC, LLC 18
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 18
Shufro Rose & Co Llc 18
MFCPX - M FUND INC - M Capital Appreciation Fund 18
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 18
Royal Fund Management, LLC 18
Graypoint LLC 18
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 18
Ibex Wealth Advisors 18
Sea Otter Advisors LLC 18
Texas Yale Capital Corp. 18
First Command Financial Services, Inc. 18
FSA Wealth Management LLC 18
Ameriflex Group, Inc. 18
Wealth Quarterback LLC 18
STRV - EA Series Trust - Strive 500 ETF 18
Haafor (Singapore) Pte. Ltd. 18
Capital Advisory Group Advisory Services, LLC 18
EPG Wealth Management LLC 18
Lee Danner & Bass Inc 18
Connable Office Inc 18
Griffin Asset Management, Inc. 18
Pacific Center for Financial Services 18
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 18
Vivaldi Capital Management, LLC 18
Cranbrook Wealth Management, LLC 18
Keeley-Teton Advisors, LLC 18
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 18
Six Circles Trust - Six Circles Multi-Strategy Fund 18
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 18
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 18
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 18
Oversea-Chinese Banking CORP Ltd 18
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 18
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 18
Mizuho Asset Management Co.,Ltd. 18
Headinvest, Llc 18
Gagnon Securities Llc 18
APG Asset Management US Inc. 18
Linden Thomas Advisory Services, LLC 18
Coppell Advisory Solutions Corp. 18
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 18
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 18
Callan Family Office, LLC 18
Advisors Capital Management, LLC 18
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 18
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 18
Pax World Management Llc 18
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 18
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF 18
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 18
Perkins Investment Management, LLC 18
RVRB - ADVISORS SERIES TRUST - Reverb ETF 18
Beacon Capital Management, Inc. 18
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 18
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 18
Financial Enhancement Group LLC 18
Groupe la Francaise 18
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 18
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 18
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 18
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 18
Core Bond Portfolio - Core Bond Portfolio 18
Barrett & Company, Inc. 18
Vinva Investment Management Ltd 18
Confluence Investment Management Llc 18
Tri-continental Corp 18
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 18
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 18
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 18
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 18
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 18
Atomi Financial Group, Inc. 18
Whitnell & Co. 18
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 18
Financial Engines Advisors L.L.C. 18
Tdam Usa Inc. 18
Mufg Securities Americas Inc. 18
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 18
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 18
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 18
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 18
Lloyds Banking Group plc 18
Abn Amro Investment Solutions 18
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 18
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 18
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 18
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 18
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 18
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 18
Diamond Hill Capital Management Inc 18
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 18
Franklin Templeton ETF Trust - Western Asset Bond ETF 18
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 18
Wilmington Trust Co 18
Parsons Capital Management Inc/ri 18
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 18
Lenox Wealth Management, Inc. 18
Valued Wealth Advisors LLC 18
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 18
Forward Management, LLC 18
VFITX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Treasury Fund Investor Shares 18
Signition Lp 18
Mutual Advisors, LLC 18
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 18
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 18
Measured Wealth Private Client Group, LLC 18
SWS Partners 18
Virtue Capital Management, LLC 18
CastleArk Alternatives, LLC 18
AJOVista, LLC 18
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 18
SCIU - Global X Funds - Global X Scientific Beta US ETF 18
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 18
Abich Financial Wealth Management LLC 18
Traynor Capital Management, Inc. 18
Degroof Petercam Asset Management 18
Resources Management Corp /ct/ /adv 18
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 18
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 18
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 18
Amica Mutual Insurance Co 18
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 18
Aptus Capital Advisors, LLC 18
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 18
Senzar Asset Management, Llc 18
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 18
Mirova 18
Opti Capital Management, Lp 18
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 18
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 18
Western Wealth Management, LLC 18
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 18
Great Valley Advisor Group, Inc. 18
AMF Pensionsforsakring AB 18
Inscription Capital, LLC 18
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 18
III Capital Management 18
Diversify Advisory Services, LLC 18
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 18
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 18
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 18
Institutional Investment Strategy Fund 18
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 18
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 18
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 18
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 18
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 18
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 18
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 18
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 18
Profunds - Profund Vp Mid-cap Value 18
Corsair Capital Management, L.p. 18
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 18
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 18
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 18
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 18
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 18
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 18
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 18
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 18
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 18
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 18
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 18
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 18
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 18
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 18
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 18
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 18
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 18
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 18
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 18
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 18
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 18
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 18
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 18
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 18
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 18
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 18
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 18
New Millennium Group LLC 18
American Research & Management Co. 18
ASR Vermogensbeheer N.V. 18
Dalton Greiner Hartman Maher & Co 18
Davis R M Inc 18
Murphy & Mullick Capital Management Corp 17
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 17
Azimuth Capital Investment Management LLC 17
PRNT - Ark ETF Trust - The 3D Printing ETF 17
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 17
Euclid Advisors LLC 17
JS Capital Management LLC 17
Altfest L J & Co Inc 17
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 17
Mfs Multimarket Income Trust 17
First National Trust Co 17
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 17
Flaharty Asset Management, LLC 17
Beck Mack & Oliver Llc 17
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 17
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 17
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 17
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 17
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 17
Quinn Opportunity Partners LLC 17
Mizuho Securities Usa Llc 17
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 17
Clearview Wealth Advisors LLC 17
Rs Variable Products Trust 17
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 17
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 17
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 17
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 17
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 17
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 17
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 17
Leonard Capital Management, Inc 17
Ninety One UK Ltd 17
Grimes & Company, Inc. 17
Ferguson Wellman Capital Management, Inc 17
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 17
Bbr Partners, Llc 17
Monetary Management Group Inc 17
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 17
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 17
Daiwa Capital Markets America Inc. 17
First PREMIER Bank 17
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 17
Yarbrough Capital, LLC 17
Mowery & Schoenfeld Wealth Management, LLC 17
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 17
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 17
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 17
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 17
Obermeyer Wood Investment Counsel, Lllp 17
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 17
Ferris Capital, Llc 17
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 17
Avanza Fonder AB 17
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 17
Altus Wealth Group LLC 17
Register Financial Advisors LLC 17
Principle Wealth Partners Llc 17
Wood Tarver Financial Group, LLC 17
Aureus Asset Management, LLC 17
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 17
Cramer Rosenthal Mcglynn Llc 17
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 17
VFISX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Treasury Fund Investor Shares 17
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 17
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 17
PrairieView Partners, LLC 17
Kelman-Lazarov, Inc. 17
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 17
Mitsubishi UFJ Securities Holdings Co., Ltd. 17
180 Wealth Advisors, Llc 17
Drill Craig A 17
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 17
Independence Bank of Kentucky 17
RWC Asset Management LLP 17
James Hambro & Partners 17
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 17
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 17
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 17
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 17
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 17
Dfpg Investments, Llc 17
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 17
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 17
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 17
Garrett Wealth Advisory Group, LLC 17
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 17
Willingdon Wealth Management 17
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 17
Halbert Hargrove Global Advisors, Llc 17
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 17
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 17
CapWealth Advisors, LLC 17
Moloney Securities Asset Management, LLC 17
DecisionPoint Financial, LLC 17
Spectrum Asset Management, Inc. (NB/CA) 17
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 17
Coatue Management Llc 17
PFSIX - PIMCO FUNDS - PIMCO Emerging Markets Full Spectrum Bond Fund Institutional Class 17
Munder Series Trust 17
BlueCrest Capital Management LLP 17
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 17
Fund Management at Engine No. 1 LLC 17
Provenance Wealth Advisors, LLC 17
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 17
PFG Investments, LLC 17
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 17
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 17
Aurora Investment Counsel 17
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 17
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 17
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 17
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 17
Onefund, Llc 17
FFXSX - FIDELITY ADVISOR SERIES IV - Fidelity Limited Term Government Fund 17
Nair Vinay 17
Harfst & Associates, Inc. 17
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 17
Dean Investment Associates, Llc 17
AustralianSuper Pty Ltd 17
Philadelphia Trust Co 17
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 17
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 17
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 17
Haberer Registered Investment Advisor Inc 17
Saudi Central Bank 17
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 17
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 17
Delphia (USA) Inc. 17
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 17
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 17
Dfa Investment Trust Co - The U.s. Large Cap Value Series 17
Winnow Wealth Llc 17
Farmers & Merchants Trust Co of Chambersburg PA 17
Oak Associates Ltd /oh/ 17
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 17
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 17
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 17
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 17
Keel Point, LLC 17
Condor Capital Management 17
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 17
M Holdings Securities, Inc. 17
PFS Partners, LLC 17
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 17
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 17
Nicolet Advisory Services, Llc 17
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 17
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 17
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 17
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 17
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 17
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 17
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 17
Marsico Capital Management Llc 17
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 17
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 17
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 17
Standard Life Investments LTD 17
9258 Wealth Management, LLC 17
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 17
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 17
Wealthsource Partners, Llc 17
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 17
Blackrock Enhanced Government Fund, Inc. 17
MFS VARIABLE INSURANCE TRUST II - MFS Government Securities Portfolio Initial Class 17
Palisade Asset Management, LLC 17
AMCPX - AMCAP FUND - AMCAP FUND Class A 17
Freedman Financial Associates, Inc. 17
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 17
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 17
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 17
GFS Advisors, LLC 17
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 17
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 17
River Road Asset Management, LLC 17
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 17
Old North State Trust, LLC 17
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 17
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 17
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 17
Dowling & Yahnke Llc 17
Mfs Government Markets Income Trust 17
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 17
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 17
Girard Partners Ltd. 17
Wrapmanager Inc 17
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 17
CenturyLink Investment Management Co 17
Sargent Investment Group, LLC 17
Century Capital Management, LLC 17
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 17
Oddo Bhf Asset Management Sas 17
AllianzGI Artificial Intelligence & Technology Opportunities Fund 17
Shenkman Capital Management Inc 17
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 17
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 17
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 17
Marshall & Sterling Wealth Advisors Inc. 17
Meeder Advisory Services, Inc. 17
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 17
Mpwm Advisory Solutions, Llc 17
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 17
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 17
Chartwell Investment Partners/pa 17
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 17
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 17
Opseu Pension Plan Trust Fund 17
Kassirer Asset Management Corp 17
Arden Trust Co 17
Dividend Asset Capital, Llc 17
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 17
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 17
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 17
Authentikos Wealth Advisory, LLC 17
Kms Financial Services, Inc 17
Hexavest Inc. 17
Chilton Investment Co Llc 17
McMahon Financial Advisors, LLC 17
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 17
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 17
Patton Fund Management, Inc. 17
Banco de Sabadell, S.A 17
World Equity Group, Inc. 17
Sumitomo Life Insurance Co 17
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 17
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 17
Intersect Capital LLC 17
MLPIX - Profunds - Mid-cap Value Profund Investor Class 17
Hall Laurie J Trustee 17
Mountain Pacific Investment Advisers Inc/id 17
FAINX - MSS Series Trust - Fallen Angels Income Fund 17
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 17
Marathon Capital Management 17
University Of Texas/texas Am Investment Managment Co 17
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 17
V-Square Quantitative Management LLC 17
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 17
Global Financial Private Capital, LLC 17
Tiaa, Fsb 17
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 17
Stonegate Investment Group, LLC 17
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 17
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 17
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 17
Financial Advisors Network, Inc. 17
Bellevue Asset Management, Llc 17
My Personal CFO, LLC 17
Morton Brown Family Wealth, LLC 17
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 17
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 17
Putnam ETF Trust - Putnam ESG Core Bond ETF - 17
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 17
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 17
Meridian Wealth Management, LLC 17
First Command Bank 17
Kingswood Wealth Advisors, Llc 17
CWA Asset Management Group, LLC 16
Piershale Financial Group, Inc. 16
Beese Fulmer Investment Management, Inc. 16
Hills Bank & Trust Co 16
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 16
CarsonAllaria Wealth Management, Ltd. 16
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 16
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 16
Sophrosyne Capital Llc 16
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 16
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares 16
TCW ETF Trust - TCW Flexible Income ETF 16
Rock Creek Group, LP 16
Able Wealth Management LLC 16
REAP Financial Group, LLC 16
Citizens Business Bank 16
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 16
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 16
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 16
Dearborn Partners Llc 16
General Electric Co 16
ORG Wealth Partners, LLC 16
Glg Inc. 16
FUKOKU MUTUAL LIFE INSURANCE Co 16
Painted Porch Advisors LLC 16
GSTGX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Government Fund Institutional 16
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 16
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 16
Bangor Savings Bank 16
Global Income Builder Portfolio - Global Income Builder Portfolio 16
Nfj Investment Group, Llc 16
Global Trust Asset Management, LLC 16
GSOIX - GOLDMAN SACHS TRUST - Goldman Sachs Government Income Fund Institutional 16
PartnerRe Asset Management CORP 16
Tiaa Trust, National Association 16
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 16
Ascent Group, LLC 16
Herndon Capital Management Llc 16
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 16
Legacy Bridge, LLC 16
New York Life Trust Co 16
Graves-Light Private Wealth Management, Inc. 16
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 16
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 16
Haverford Trust Co 16
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 16
Carmignac Gestion 16
Canada Post Corp Registered Pension Plan 16
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 16
Stancorp Investment Advisers Inc 16
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 16
Hotchkis & Wiley Capital Management Llc 16
LGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Long Duration Opportunities ETF 16
AlTi Global, Inc. 16
Aspect Partners, LLC 16
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 16
Angeles Investment Advisors, LLC 16
Pin Oak Investment Advisors Inc 16
LGT Fund Management Co Ltd. 16
Grandview Asset Management LLC 16
U S Global Investors Inc 16
Alliance Wealth Advisors, LLC /UT 16
Future Financial Wealth Managment LLC 16
Focus Financial Network, Inc. 16
Antara Capital LP 16
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 16
Factory Mutual Insurance Co 16
Catalytic Wealth RIA, LLC 16
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF 16
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 16
Kcm Investment Advisors Llc 16
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 16
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 16
Wetzel Investment Advisors, Inc. 16
Mediolanum International Funds Ltd 16
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 16
Avitas Wealth Management LLC 16
Pensionmark Financial Group, Llc 16
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 16
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 16
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 16
Rivernorth Marketplace Lending Corp 16
111 Capital 16
Lumature Wealth Partners, LLC 16
Kalmar Investments Inc /de/ 16
Alta Advisers Ltd 16
ACG Wealth 16
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 16
HQBAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Quality Bond Fund Class A 16
Glenview Capital Management, Llc 16
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 16
Waddell & Reed Advisors Funds 16
Lansforsakringar Fondforvaltning AB (publ) 16
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 16
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 16
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 16
New Jersey Better Educational Savings Trust 16
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 16
NWK Group, Inc. 16
Parisi Gray Wealth Management 16
First City Capital Management, Inc. 16
Park National Corp /oh/ 16
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 16
Lockheed Martin Investment Management Co 16
PFG Advisors 16
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 16
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 16
Ramsey Quantitative Systems 16
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 16
Aubrey Capital Management Ltd 16
American National Insurance Co /tx/ 16
Lowe Wealth Advisors, LLC 16
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 16
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 16
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 16
PIMCO FUNDS - PIMCO Low Duration Portfolio 16
WFA of San Diego, LLC 16
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 16
Woodmont Investment Counsel Llc 16
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 16
Capital Management Associates /ny/ 16
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 16
Blackrock Income Trust, Inc. 16
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 16
Acuitas Investments, LLC 16
American Funds Insurance Series 16
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 16
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 16
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 16
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 16
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 16
Carmichael Hill & Associates, Inc. 16
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 16
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 16
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 16
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 16
Marietta Investment Partners Llc 16
Phocas Financial Corp. 16
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 16
Lynx Investment Advisory 16
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 16
River Wealth Advisors LLC 16
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 16
Corbenic Partners LLC 16
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 16
Atlas Private Wealth Advisors 16
Blue Bell Private Wealth Management, Llc 16
Amica Pension Fund Board Of Trustees 16
Equitec Specialists, Llc 16
Barometer Capital Management Inc. 16
West Family Investments, Inc. 16
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 16
Silverarc Capital Management, Llc 16
Camelot Portfolios, LLC 16
J. Safra Sarasin Holding AG 16
Whitener Capital Management, Inc. 16
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 16
AUGAX - Columbia Funds Series Trust II - Columbia Quality Income Fund Class A 16
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 16
Ardevora Asset Management LLP 16
CLMAX - Columbia Funds Series Trust II - Columbia Mortgage Opportunities Fund Class A 16
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 16
LEXNX - Voya FUNDS TRUST - Voya GNMA Income Fund Class A 16
Ami Asset Management Corp 16
Missouri Trust & Investment Co 16
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 16
MBSAX - COLUMBIA FUNDS SERIES TRUST I - Multisector Bond SMA Completion Portfolio 16
Kozak & Associates, Inc. 16
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 16
Greenline Partners, LLC 16
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 16
EMC Capital Management 16
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 16
Donald L. Hagan, LLC 16
Ascent Wealth Partners, LLC 16
Essex Financial Services, Inc. 16
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 16
Richards, Merrill & Peterson, Inc. 16
Ridgeworth Funds 16
Wade G W & Inc 16
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 16
CLAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi Strategy Alternatives Fund Class A 16
Planned Solutions, Inc. 16
WealthPlan Investment Management, LLC 16
PDFDX - World Funds Trust - Perkins Discovery Fund Investor 16
Coston, McIsaac & Partners 16
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 16
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 16
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 16
WealthTrust Axiom LLC 16
Brighthouse Funds Trust I - Western Asset Management Government Income Portfolio Class B 16
Clal Insurance Enterprises Holdings Ltd 16
ADAR1 Capital Management, LLC 16
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 16
EA Series Trust 16
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 16
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 16
North Tide Capital, Llc 16
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 16
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 16
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 16
Cherry Tree Wealth Management, LLC 16
Rodgers Brothers Inc. 16
Amici Capital, LLC 16
North Star Asset Management Inc 16
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 16
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 16
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 16
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 16
Arabesque Asset Management Ltd 16
Piscataqua Savings Bank 16
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 16
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 16
Strategic Investment Solutions, Inc. /IL 16
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 16
Capital International Sarl 16
EFG Asset Management (Americas) Corp. 16
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 16
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 16
Ayrton Capital LLC 15
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 15
Horizon Bancorp Inc /in/ 15
Marco Investment Management Llc 15
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 15
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 15
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 15
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 15
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 15
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 15
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 15
Investment Counselors Of Maryland Llc 15
Gw Henssler & Associates Ltd 15
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 15
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 15
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 15
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 15
Roundview Capital LLC 15
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Government Mortgage Fund Class 3 15
Clear Creek Financial Management, LLC 15
Capital International Ltd /ca/ 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 15
VBCVX - VALIC Co I - Systematic Value Fund 15
Nwam Llc 15
Fortress Investment Group LLC 15
O'Neil Global Advisors, Inc. 15
Thomasville National Bank 15
WIREX - PFS FUNDS - Wireless Fund 15
1st Source Bank 15
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 15
EWG Elevate Inc. 15
Canvas Wealth Advisors, LLC 15
Sound View Wealth Advisors Group, LLC 15
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 15
Davy Global Fund Management Ltd 15
Us Financial Advisors, Llc 15
Nippon Life Global Investors Americas, Inc. 15
Schwartz Investment Counsel Inc 15
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 15
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 15
GATEX - Gateway Trust - Gateway Fund Class A Shares 15
Rowland Carmichael Advisors Inc /adv 15
Journey Strategic Wealth Llc 15
Gyl Financial Synergies, Llc 15
Millstone Evans Group, LLC 15
Guyasuta Investment Advisors Inc 15
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund 15
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 15
Allianz Se 15
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 15
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 15
FDO Partners, LLC 15
Athos Capital Ltd 15
Becker Capital Management Inc 15
Perbak Capital Partners LLP 15
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 15
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 15
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 15
Essex Savings Bank 15
XR Securities LLC 15
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 15
Empirical Asset Management, LLC 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 15
Parnassus Investments /ca 15
New Wave Wealth Advisors Llc 15
FJ Investments, LLC 15
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 15
Israel Discount Bank of New York 15
Laidlaw Wealth Management LLC 15
McClarren Financial Advisors, Inc. 15
Delta Lloyd Asset Management N.v. 15
PENN SERIES FUNDS INC - Small Cap Value Fund 15
Saturna Capital CORP 15
PENN SERIES FUNDS INC - Developed International Index Fund 15
AtonRa Partners 15
Advisory Alpha, LLC 15
Mayflower Financial Advisors, LLC 15
Winslow Capital Management, LLC 15
Kepos Capital LP 15
Wilmington Trust Investment Management, LLC 15
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 15
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 15
Crow Point Partners, LLC 15
East Coast Asset Management, LLC. 15
Samlyn Capital, Llc 15
Consolidated Planning Corp 15
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 15
Sandia Investment Management LP 15
Cullinan Associates Inc 15
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 15
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 15
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 15
Sanders Morris Harris Llc 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 15
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 15
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 15
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 15
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 15
Cooke & Bieler Lp 15
Stonnington Group, Llc 15
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 15
Clarius Group, LLC 15
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 15
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF 15
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 15
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 15
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 15
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 15
Guardian Investor Services Llc 15
Milestone Investment Advisors LLC 15
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 15
Gary Goldberg Planning Services Inc 15
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 15
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 15
Foster Dykema Cabot & Partners, Llc 15
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 15
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 15
Rossmore Private Capital 15
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 15
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 15
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 15
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 15
Diversify Wealth Management, Llc 15
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 15
BlackRock ETF Trust II - BlackRock Flexible Income ETF 15
Cary Street Partners Financial Llc 15
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 15
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 15
Munder Capital Management 15
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 15
Kelly Lawrence W & Associates Inc/ca 15
Miracle Mile Advisors, LLC 15
Tilia Fiduciary Partners, Inc. 15
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 15
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 15
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 15
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 15
CI Global Investments Inc. 15
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 15
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 15
Bank of Jackson Hole Trust 15
Knott David M 15
JSI - Janus Detroit Street Trust - Janus Henderson Securitized Income ETF 15
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 15
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 15
Santori & Peters, Inc. 15
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 15
Bank of New Hampshire 15
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 15
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 15
York Capital Management Global Advisors, LLC 15
ARS Investment Partners, LLC 15
Shaker Investments Llc/oh 15
Woodstock Corp 15
Transcend Wealth Collective, Llc 15
China Universal Asset Management Co., Ltd. 15
Vertex One Asset Management Inc. 15
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 15
Smith Group Asset Management, LLC 15
Satuit Capital Management Trust 15
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 15
LGHT - Spinnaker ETF Series - Langar Global HealthTech ETF 15
Burleson & Company, LLC 15
Baron Silver Stevens Financial Advisors, Llc 15
Pacitti Group Inc. 15
PAX Financial Group, LLC 15
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 15
ClearAlpha Technologies LP 15
55i, Llc 15
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 15
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 15
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 15
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 15
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 15
Field & Main Bank 15
Nova Wealth Management, Inc. 15
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 15
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 15
Biltmore Capital Advisors LLC 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 15
Lakeview Capital Partners, LLC 15
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 15
Arcus Capital Partners, LLC 15
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 15
Radnor Capital Management, LLC 15
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 15
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 15
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 15
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 15
Connectus Wealth, LLC 15
Senator Investment Group LP 15
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 15
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 15
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 15
Horan Capital Advisors, LLC. 15
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 15
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 15
West Coast Financial LLC 15
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 15
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 15
Baltimore-Washington Financial Advisors, Inc. 15
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
Iron Horse Wealth Management, LLC 15
Clarus Wealth Advisors 15
AllSquare Wealth Management LLC 15
Optimal Asset Management, Inc. 15
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 15
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 15
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 15
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 15
Madison Asset Management, LLC 15
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 15
Barnett & Company, Inc. 15
Nuveen Multi-Asset Income Fund 15
Rothschild Capital Partners, LLC 15
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 15
Worth Asset Management, LLC 15
Burt Wealth Advisors 15
WGSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Government Securities Fund Class C 15
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 15
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 15
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 15
Costello Asset Management, INC 15
WealthTrust Fairport, LLC 15
Grandfield & Dodd, Llc 15
Nelson Capital Management, LLC 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 15
Financial Synergies Wealth Advisors, Inc. 15
PACIFIC FUNDS SERIES TRUST - PF Inflation Managed Fund CLASS P 15
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 15
Woodley Farra Manion Portfolio Management Inc 15
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 15
Oaktree Diversified Income Fund Inc. 15
Flossbach Von Storch Ag 15
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 15
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A 15
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 15
Kiley Juergens Wealth Management, Llc 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 15
Dialectic Capital Management, Lp 15
Princeton Capital Management Llc 15
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 15
Garde Capital, Inc. 15
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 14
Decatur Capital Management, Inc. 14
Ikos Cif Ltd 14
Six Circles Trust - Six Circles Credit Opportunities Fund 14
New England Asset Management Inc 14
Heritage Financial Services, LLC 14
Verity Asset Management, Inc. 14
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 14
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 14
Actinver Wealth Management, Inc. 14
Foundations Investment Advisors, LLC 14
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 14
Vestal Point Capital, LP 14
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 14
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 14
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 14
Chiron Capital Management, Llc 14
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 14
Cognios Capital, LLC 14
RPg Family Wealth Advisory, LLC 14
Caitlin John, LLC 14
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 14
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 14
Cedar Brook Financial Partners, LLC 14
Mitchell Sinkler & Starr/pa 14
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 14
Cordatus Wealth Management LLC 14
Princeton Portfolio Strategies Group LLC 14
Norris Perne & French Llp/mi 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 14
Pointe Capital Management LLC 14
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 14
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 14
Camden Capital, LLC 14
Israel Discount Bank Of New York /gfn 14
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 14
Fourth Dimension Wealth, LLC 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 14
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 14
S.A. Mason LLC 14
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 14
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 14
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 14
Summit X, LLC 14
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 14
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 14
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 14
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 14
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 14
LaFleur & Godfrey LLC 14
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 14
Shamrock Asset Management LLC 14
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 14
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 14
RFG Advisory, LLC 14
Hennessy Advisors Inc 14
Gargoyle Investment Advisor L.L.C. 14
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 14
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 14
Trust Investment Advisors 14
Western Standard LLC 14
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 14
Kathmere Capital Management, LLC 14
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 14
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 14
Quintet Private Bank (Europe) S.A. 14
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 14
Nippon Life Insurance Co 14
Global Wealth Strategies & Associates 14
Herold Advisors, Inc. 14
Penobscot Investment Management Company, Inc. 14
Northeast Financial Consultants Inc 14
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 14
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 14
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 14
SWAN Capital LLC 14
Goelzer Investment Management, Inc. 14
General Partner, Inc. 14
Ninety One North America, Inc. 14
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 14
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 14
N.E.W. Advisory Services LLC 14
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 14
Cutter & CO Brokerage, Inc. 14
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 14
Chatham Capital Group, Inc. 14
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 14
John Hancock Hedged Equity & Income Fund 14
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 14
John G Ullman & Associates Inc 14
Rpo Llc 14
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 14
Pacific Capital Wealth Advisors, Inc 14
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 14
Livingston Group Asset Management CO (operating as Southport Capital Management) 14
Meristem Family Wealth, LLC 14
Main Street Research LLC 14
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 14
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 14
MWERX - METROPOLITAN WEST FUNDS - MetWest ESG Securitized Fund Class M 14
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 14
Stone House Investment Management, LLC 14
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 14
Marble Harbor Investment Counsel, LLC 14
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 14
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 14
Tealwood Asset Management Inc 14
Smith, Moore & Co. 14
Ruedi Wealth Management, Inc. 14
Beach Investment Counsel Inc/pa 14
Clark Estates Inc/ny 14
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 14
Chiron Investment Management, LLC 14
Berkshire Asset Management Llc/pa 14
Quantessence Capital LLC 14
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 14
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 14
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 14
Investors Capital Advisory Services 14
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 14
New England Capital Financial Advisors LLC 14
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 14
Searle & Co. 14
Decker Retirement Planning Inc. 14
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 14
Exchange Capital Management, Inc. 14
Filbrandt Wealth Management, LLC 14
Kellner Capital, LLC 14
Connecticut Wealth Management, LLC 14
Delaware Enhanced Global Dividend & Income Fund 14
Douglass Winthrop Advisors, LLC 14
IronBridge Capital Management LP 14
Siena Capital Llc 14
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 14
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 14
VVMCX - VALIC Co I - Mid Cap Value Fund 14
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 14
PENN SERIES FUNDS INC - Mid Cap Growth Fund 14
PENN SERIES FUNDS INC - Mid Core Value Fund 14
Garda Capital Partners Lp 14
Gluskin Sheff & Assoc Inc 14
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 14
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 14
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 14
Iron Financial, LLC 14
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 14
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 14
Spot Trading L.l.c. 14
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 14
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 14
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 14
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 14
Alerus Financial Na 14
AdvisorShares Investments LLC 14
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 14
Jackson, Grant Investment Advisers, Inc. 14
Sandhill Capital Partners LLC 14
Rossby Financial, LCC 14
VitalStone Financial, LLC 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 14
PFG Private Wealth Management, LLC 14
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 14
Net Worth Advisory Group 14
Strategic Global Advisors, LLC 14
Howland Capital Management Llc 14
Legg Mason Investment Counsel & Trust Co., N.A. 14
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 14
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 14
Park Square Financial Group, LLC 14
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 14
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 14
GraniteShares Advisors LLC 14
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 14
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 14
Adamant Biomedical Investments AG 14
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 14
SkyOak Wealth, LLC 14
Better Money Decisions, LLC 14
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 14
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 14
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 14
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 14
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 14
Security National Bank 14
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 14
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 14
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 14
Bragg Financial Advisors, Inc 14
Re Advisers Corp 14
Balasa Dinverno & Foltz Llc 14
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 14
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 14
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 14
Old Point Trust & Financial Services N A 14
State Farm Mutual Automobile Insurance Co 14
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 14
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 14
Oppenheimer Discovery Fund 14
Palo Alto Investors LP 14
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 14
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 14
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 14
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 14
Pacifica Partners Inc. 14
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 14
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 14
Financial Connections Group, Inc. 14
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 14
S&t Bank/pa 14
Mount Lucas Management LP 14
JGP Global Gestao de Recursos Ltda. 14
Lord Abbett Developing Growth Fund, Inc. 14
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 14
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 14
Morningstar Investment Services LLC 14
Wealthspring Capital LLC 14
CoreFirst Bank & Trust 14
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 14
Resolute Advisors LLC 14
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 14
Nichols Asset Management LLC 14
Mcdonald Partners Llc 14
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 14
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 14
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 14
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 14
Synergy Financial Management, LLC 14
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 14
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 14
Deimos Asset Management LLC 14
Klingman & Associates, LLC 14
Bryce Point Capital, LLC 14
Trilogy Capital Inc. 14
High Point Bank & Trust Co 14
Allegis Investment Advisors, LLC 14
Bank Of Nova Scotia Trust Co 14
Insigneo Advisory Services, Llc 14
IAG Wealth Partners, LLC 14
Ilmarinen Mutual Pension Insurance Co 14
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 14
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 14
Cowen Investment Management LLC 14
Cannon Global Investment Management, LLC 14
Bigger Capital Fund L P 14
Canandaigua National Corp 14
Redwood Investment Management, Llc 14
Jet Capital Investors L P 14
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 14
Clear Perspective Advisors, LLC 14
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 14
Aevitas Wealth Management, Inc. 14
Gen-Wealth Partners Inc 14
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 14
Ra Capital Management, L.p. 14
Douglas Lane & Associates, LLC 14
Samalin Investment Counsel, LLC 14
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 14
Exane Asset Management 14
Strategic Financial Services, Inc, 14
Symmetry Investments LP 14
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 14
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 14
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 14
Sirios Capital Management L P 14
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 14
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 14
Park Avenue Institutional Advisers LLC 14
OneAscent Financial Services LLC 14
Syverson Strege & Co 14
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 14
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 14
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 14
Boreal Capital Management LLC 14
Dodge & Cox 14
Seelaus Asset Management LLC 14
CMPGX - PRINCIPAL FUNDS INC - Government & High Quality Bond Fund f/k/a Mortgage Securities Fund Class A 14
Supplemental Annuity Collective Trust of NJ 14
Zimmer Partners, LP 14
Symmetry Peak Management Llc 14
Vivaldi Opportunities Fund 14
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 14
Signature Resources Capital Management, LLC 14
Castle Wealth Management Llc 14
Eagle Ridge Investment Management 14
Factorial Partners, Llc 14
D1 Capital Partners L.P. 14
Quest Investment Management Llc 14
Covenant Partners, LLC 14
Coastal Bridge Advisors, LLC 14
Robinson Capital Management, Llc 14
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 14
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 14
Alpha Quant Advisors, Llc 14
Disciplined Growth Investors Inc /mn 14
Capital A Wealth Management, LLC 13
Stanford Investment Group, Inc. 13
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 13
Geller Advisors LLC 13
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 13
BSBAX - Northern Funds - Northern Short Bond Fund 13
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 13
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 13
MEDI - Harbor ETF Trust - Harbor Health Care ETF 13
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 13
NOLCX - Northern Funds - Northern Large Cap Core Fund 13
Robertson Stephens Wealth Management, LLC 13
First Trust Mortgage Income Fund 13
Nalls Sherbakoff Group, Llc 13
Westwood Management Corp /il/ 13
Jarislowsky, Fraser Ltd 13
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 13
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 13
Deprince Race & Zollo Inc 13
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 13
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 13
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 13
Coastline Trust Co 13
Huntleigh Advisors, Inc. 13
Arthur M. Cohen & Associates, Llc 13
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 13
Curbstone Financial Management Corp 13
Ironwood Investment Management Llc 13
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 13
First Merchants Corp 13
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 13
Heritage Trust Co 13
Iridian Asset Management Llc/ct 13
Ramirez Asset Management, Inc. 13
Sepio Capital, LP 13
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 13
Stephenson National Bank & Trust 13
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 13
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 13
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 13
Kohmann Bosshard Financial Services, LLC 13
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF 13
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 13
Seven Springs Wealth Group, LLC 13
Thomas J. Herzfeld Advisors, Inc. 13
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 13
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 13
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 13
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 13
Kent Lake PR LLC 13
Lake Street Financial Llc 13
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 13
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 13
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 13
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 13
Western Pacific Wealth Management, LP 13
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 13
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 13
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 13
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 13
Busey Wealth Management 13
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 13
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 13
VELA Funds - VELA Large Cap 130/30 Fund Class I 13
Parsec Financial Management, Inc. 13
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 13
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 13
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 13
BAFZX - Brown Advisory Funds - Brown Advisory Mortgage Securities Fund Institutional Shares 13
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 13
Kiker Wealth Management, LLC 13
Deseret Mutual Benefit Administrators 13
Hirschman Orin 13
Hunting Hill Global Capital, LLC 13
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 13
Donaldson Capital Management, Llc 13
Investment Management Of Virginia Llc 13
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 13
Ransom Advisory, Ltd 13
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 13
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 13
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 13
Polianta Ltd 13
IFG Advisory, LLC 13
Keebeck Wealth Management, LLC 13
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 13
Investors Asset Management Of Georgia Inc /ga/ /adv 13
Ohio National Investments, Inc. 13
Engine No. 1 Llc 13
Balboa Wealth Partners 13
FEDERATED CORE TRUST - High Yield Bond Portfolio 13
Reinhart Partners, Inc. 13
InterOcean Capital Group, LLC 13
Polymer Capital Management (US) LLC 13
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 13
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 13
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 13
Angeles Wealth Management, Llc 13
Clear Investment Research, Llc 13
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 13
Budros, Ruhlin & Roe, Inc. 13
Bdf-gestion 13
FEDERATED CORE TRUST - Federated Mortgage Core Portfolio 13
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 13
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 13
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 13
Fayez Sarofim & Co 13
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 13
Semmax Financial Advisors Inc. 13
Palladium Partners Llc 13
Safeguard Financial, LLC 13
Fft Wealth Management Llc 13
Bel Air Investment Advisors Llc 13
Cannell Capital Llc 13
Davidson Investment Advisors 13
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 13
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 13
McKinley Carter Wealth Services, Inc. 13
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 13
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 13
Tower View Investment Management & Research LLC 13
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 13
New Hampshire Trust 13
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 13
Osborn Rohs Williams & Donohoe Ltd 13
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 13
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 13
Physicians Financial Services, Inc. 13
Maryland Capital Management 13
TCG Advisory Services, LLC 13
Blackrock Debt Strategies Fund, Inc. 13
Monument Capital Management 13
ID Management A/S 13
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 13
Handelsinvest Investeringsforvaltning 13
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 13
Oliver Luxxe Assets LLC 13
Premier Path Wealth Partners, LLC 13
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 13
Silicon Valley Capital Partners 13
Cypress Capital, LLC 13
Verity & Verity, LLC 13
Imprint Wealth LLC 13
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 13
Bowen Hanes & Co Inc 13
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 13
Eos Focused Equity Management, L.P. 13
Amplify ETF Trust - Amplify AI Powered Equity ETF 13
Options Solutions, Llc 13
Atlantic Edge Private Wealth Management, LLC 13
Croft-leominster Inc 13
Taylor Wealth Management Partners 13
MJT & Associates Financial Advisory Group, Inc. 13
Cordasco Financial Network 13
Precept Management LLC 13
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 13
Cary Street Partners Asset Management Llc 13
CFS Investment Advisory Services, LLC 13
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 13
Private Bank & Trust Co 13
MML Series Investment Fund II - MML Equity Fund Initial Class 13
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 13
Ford Financial Group, LLC 13
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 13
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 13
Lion Street Advisors, LLC 13
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 13
Leisure Capital Management 13
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 13
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 13
Sugar Maple Asset Management, LLC 13
WoodTrust Financial Corp 13
Lyon Street Capital, LLC 13
Cedar Wealth Management, LLC 13
Hcim Trust 13
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 13
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 13
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 13
Atlanta Capital Management Co L L C 13
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 13
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 13
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 13
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 13
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 13
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 13
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 13
Callan Capital, LLC 13
Hoover Financial Advisors, Inc. 13
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 13
Calvert Impact Fund Inc 13
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 13
Marks Group Wealth Management, Inc 13
Dixon Hubard Feinour & Brown Inc/va 13
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 13
Autus Asset Management, LLC 13
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 13
SRB Corp 13
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 13
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 13
Homrich & Berg 13
Charter Trust Co 13
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 13
RiverFront Investment Group, LLC 13
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 13
G&S Capital LLC 13
Triodos Investment Management BV 13
Stonehage Fleming Financial Services Holdings Ltd 13
AMH Equity Ltd 13
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 13
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 13
MidWestOne Financial Group, Inc. 13
Scarborough Advisors, LLC 13
Crowley Wealth Management, Inc. 13
Mitsubishi UFJ Asset Management (UK) Ltd. 13
Maple Securities Usa Inc 13
Sig Brokerage, Lp 13
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 13
Mizuho Markets Americas Llc 13
Summit Wealth Group, LLC 13
Klingenstein Fields & Co Lp 13
Firestone Capital Management 13
Copernicus Capital Management, Llc 13
GFG Capital, LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 13
First National Corp /ma/ /adv 13
VSSGX - VALIC Co I - Small-Mid Growth Fund 13
Valmark Advisers, Inc. 13
Wsfs Capital Management, Llc 13
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 13
Masters Capital Management Llc 13
Long Island Wealth Management, Inc. 13
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 13
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 13
Summit Financial, LLC 13
Gq Asset Management, Llc 13
Windsor Group LTD 13
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 13
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 13
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 13
Harris Associates L P 13
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 13
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 13
LVW Advisors, LLC 13
Comprehensive Financial Consultants Institutional, Inc. 13
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 13
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 13
Madison Investment Holdings Inc 13
Securian Funds Trust - SFT T. Rowe Price Value Fund 13
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 13
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 13
Columbia Asset Management 13
Bridge City Capital, LLC 13
Taurus Asset Management, Llc 13
MBEQX - M FUND INC - M International Equity Fund 13
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 13
Westover Capital Advisors, LLC 13
Palumbo Wealth Management LLC 13
Absolute Capital Management, LLC 13
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 13
Bainco International Investors 13
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 13
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 13
Affinity Investment Advisors, Llc 13
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 13
Connective Capital Management, LLC 13
Brave Asset Management Inc 13
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 13
Centricity Wealth Management, LLC 13
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A 13
Rainier Investment Management Llc 13
Rs Investment Trust 13
Clifford Swan Investment Counsel Llc 13
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 13
D L Carlson Investment Group Inc 13
Neville Rodie & Shaw Inc 13
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 13
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 13
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 13
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 13
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 13
Concert Wealth Management Inc. 13
Franklin Templeton International Trust 13
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 13
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 13
Oracle Investment Management Inc 13
Legal Advantage Investments, Inc. 13
Bedrijfstakpensioenfonds Voor De Media Pno 13
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 13
Stevens First Principles Investment Advisors 13
Hawk Ridge Capital Management Lp 13
PNC Managed Account Solutions, Inc. 13
Jensen Investment Management Inc 13
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 13
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 13
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 13
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 13
Close Asset Management Ltd 13
Stratos Wealth Advisors, LLC 13
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 13
Holistic Financial Partners 12
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 12
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 12
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 12
Stone Run Capital, Llc 12
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 12
Waverton Investment Management Ltd 12
Jabre Capital Partners S.A. 12
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 12
Gratus Capital LLC 12
Middleton & Co Inc/ma 12
Unigestion Holding SA 12
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 12
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 12
Hayden Royal, Llc 12
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 12
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 12
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 12
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 12
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 12
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 12
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 12
Annex Advisory Services, LLC 12
Cynosure Management, Llc 12
First Community Trust Na 12
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 12
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 12
Hartline Investment Corp/ 12
Ag2r La Mondiale Gestion D'actifs 12
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 12
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 12
Team Hewins, LLC 12
Crown Advisors Management, Inc. 12
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 12
Chesley Taft & Associates LLC 12
Polen Capital Management Llc 12
Linscomb & Williams, Inc. 12
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 12
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 12
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 12
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 12
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 12
BancorpSouth Bank 12
Broadview Advisors Llc 12
Alpha Cubed Investments, LLC 12
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 12
Davidson Capital Management Inc. 12
Carl Domino Inc 12
Clarfeld Financial Advisors, Llc 12
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund 12
Meros Investment Management, LP 12
Midwest Professional Planners, LTD. 12
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 12
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 12
Exome Asset Management LLC 12
Menard Financial Group LLC 12
Ally Financial Inc. 12
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 12
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 12
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 12
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 12
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 12
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 12
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 12
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 12
Q Global Advisors, LLC 12
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 12
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 12
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 12
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 12
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 12
AT Bancorp 12
Texas Capital Bank Wealth Management Services Inc 12
Mainstay Capital Management Llc /adv 12
Hermes Investment Management Ltd 12
Cobiz Investment Management, Llc 12
Gables Capital Management Inc. 12
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 12
Gleason Group, Inc. 12
GQG Partners LLC 12
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 12
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 12
IPG Investment Advisors LLC 12
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 12
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 12
Massar Capital Management, LP 12
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 12
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 12
Keeley Asset Management Corp 12
Lind Global Fund II LP 12
LM Advisors LLC 12
Aspiriant, Llc 12
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 12
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 12
BLB&B Advisors, LLC 12
United Community Bank 12
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 12
Leelyn Smith, LLC 12
Aegon Asset Management Uk Plc 12
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 12
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 12
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 12
Cornerstone Advisors Inc 12
SRTTX - SMA RELATIONSHIP TRUST - Series T 12
Deroy & Devereaux Private Investment Counsel Inc 12
Nikko Asset Management Americas, Inc. 12
Parvin Asset Management, LLC 12
ERGOX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Government Opportunities Fund Class R 12
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 12
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 12
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 12
Knollwood Investment Advisory, LLC 12
Prospector Partners Llc 12
Plancorp, LLC 12
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 12
Pegasus Partners Ltd. 12
Meyer Handelman Co 12
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 12
Cohen & Steers, Inc. 12
Palouse Capital Management, Inc. 12
Founders Financial Securities Llc 12
Liberty All Star Equity Fund 12
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 12
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 12
Paragon Wealth Strategies, LLC 12
Quest 10 Wealth Builders, Inc. 12
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 12
Buffington Mohr McNeal 12
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 12
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 12
BKD Wealth Advisors, LLC 12
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 12
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 12
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 12
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 12
Oxford Financial Group Ltd 12
Mid Atlantic Financial Management Inc/adv 12
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 12
Sullivan, Bruyette, Speros & Blaney, LLC 12
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 12
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 12
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 12
Cardinal Capital Management 12
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 12
Cornerstone Strategic Value Fund Inc 12
Mine & Arao Wealth Creation & Management, LLC. 12
Red Cedar Capital, LLC 12
Kanawha Capital Management Llc 12
Trust Co 12
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 12
Community Capital Management, Inc. 12
Meridiem Capital Partners LP 12
Private Advisory Group LLC 12
Robbins Farley Llc 12
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 12
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 12
Johanson Financial Advisors, Inc. 12
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 12
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 12
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 12
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 12
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 12
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 12
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 12
Harding Loevner Lp 12
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 12
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 12
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 12
Horizon Kinetics LLC 12
Signature Estate & Investment Advisors Llc 12
Atlas Private Wealth Management 12
Main Street Financial Solutions, LLC 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 12
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 12
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 12
Main Street Group, LTD 12
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 12
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 12
Dreman Value Management, L L C 12
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 12
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 12
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 12
Wafra Inc. 12
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 12
Pacific Capital Partners Ltd 12
OTA Financial Group L.P. 12
Sii Investments Inc/wi 12
WESPAC Advisors, LLC 12
Legacy Investment Solutions, LLC 12
NS Partners Ltd 12
SlateStone Wealth, LLC 12
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 12
Howard Capital Management Inc. 12
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 12
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 12
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 12
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 12
TRANSAMERICA FUNDS - Transamerica Core Bond I2 12
WATWX - WANGER ADVISORS TRUST - Wanger Select 12
Baldwin Investment Management, LLC 12
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 12
Cedar Capital, Llc 12
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 12
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 12
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 12
Hohimer Wealth Management, Llc 12
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 12
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 12
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 12
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 12
Premia Global Advisors, Llc 12
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 12
Selway Asset Management 12
Kempen Capital Management N.v. 12
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 12
KIFAX - Forward Funds - Salient Select Income Fund Class A 12
Strategic Wealth Advisors Group, LLC 12
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 12
Prospect Capital Advisors, LLC 12
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 12
Islet Management, LP 12
Mastrapasqua Asset Management Inc 12
Usa Mutuals Advisors, Inc. 12
Waratah Capital Advisors Ltd. 12
Oppenheimer Global Multi-asset Growth Fund 12
Veracity Capital LLC 12
Vestor Capital, Llc 12
Naples Money Management LLC 12
Atala Financial Inc 12
Nicolet Bankshares Inc 12
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 12
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 12
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 12
Cetera Trust Company, N.A 12
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 12
Aviance Capital Partners, LLC 12
Compass Wealth Management LLC 12
Krensavage Asset Management, LLC 12
Pure Financial Advisors, Inc. 12
Gilbert & Cook, Inc. 12
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 12
Sentinel Group Funds Inc 12
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 12
ROSS\JOHNSON & Associates LLC 12
Retirement Wealth Solutions LLC 12
Johnson Midwest Financial, LLC 12
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 12
Graticule Asia Macro Advisors LLC 12
Hemenway Trust Co LLC 12
Banco BTG Pactual S.A. 12
Altium Wealth Management LLC 12
Mohican Financial Management, LLC 12
Argentus Capital Management, LLC 12
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 12
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 12
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 12
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 12
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 12
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 12
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 12
Quilter Plc 12
Good Life Advisors, LLC 12
Gilliland Jeter Wealth Management LLC 12
Paragon Capital Management Ltd 12
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 12
BCJ Capital Management, LLC 12
Pluribus Labs, LLC 12
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 12
Proffitt & Goodson Inc 12
Harrington Investments, INC 12
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 12
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 12
Bath Savings Trust Co 12
Gibbs Wealth Management 12
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 12
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 12
MONECO Advisors, LLC 12
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 12
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 12
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 12
Global X Japan Co., Ltd. 12
Legacy Wealth Managment, LLC/ID 12
Pensionfund Sabic 12
Jamison Private Wealth Management, Inc. 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 12
Advisor OS, LLC 12
Fieldview Capital Management, LLC 12
Ulland Investment Advisors, LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 12
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 12
McAdams Wright Ragen, Inc. 12
Kirr Marbach & Co Llc /in/ 12
Uniplan Investment Counsel, Inc. 12
Gmt Capital Corp 12
Sagespring Wealth Partners, Llc 12
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 12
Frontier Wealth Management LLC 12
BTC Capital Management, Inc. 12
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 12
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 12
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 12
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 12
Baron Wealth Management LLC 12
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 12
Joseph P. Lucia & Associates, LLC 12
Catalio Capital Management, LP 12
Ratan Capital Management LP 12
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 12
Ophir Asset Management Pty Ltd 12
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 12
Horizon Kinetics Asset Management Llc 12
Cabot Wealth Management Inc 12
Privium Fund Management (UK) Ltd 12
JDM Financial Group LLC 12
BKM Wealth Management, LLC 12
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 12
Bulldog Investors, LLP 12
One68 Global Capital, LLC 12
Hobbs Group Advisors, LLC 12
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 12
IMS Capital Management 12
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 12
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 12
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 12
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 12
Holloway Wealth Management, LLC 12
Elmwood Wealth Management, Inc. 12
National Wealth Management Group, LLC 12
PXAIX - PIMCO FUNDS - PIMCO Multi-Strategy Alternative Fund Institutional 12
Tennessee Valley Asset Management Partners 12
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 12
Acima Private Wealth, Llc 12
Ray Gerald L & Associates Ltd 12
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 12
Comerica Securities Inc 12
OmniStar Financial Group, Inc. 12
High Pointe Capital Management Llc 12
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 12
Steelhead Partners Llc 12
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 12
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 12
Doyle Wealth Management 12
Wall Street Access Asset Management, LLC 12
RiverPoint Capital Management, LLC 12
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 12
Clearbridge, Llc 12
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 12
Voya Global Advantage & Premium Opportunity Fund 11
SMITH HAYES Advisers, Inc 11
Worldwide Health Sciences Portfolio 11
Southeast Asset Advisors Inc. 11
FourThought Financial Partners, LLC 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Diversified Absolute Return Fund Class 1 11
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 11
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 11
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 11
Ironwood Investment Counsel, LLC 11
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 11
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 11
Tower Bridge Advisors 11
Trium Capital LLP 11
SeaTown Holdings Pte. Ltd. 11
Waters Parkerson & Co., Llc 11
Dsm Capital Partners Llc 11
LifeSteps Financial, Inc. 11
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 11
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 11
Portland Hill Asset Management Ltd 11
CFO4Life Group, LLC 11
Founders Capital Management 11
Morse Asset Management, Inc 11
LifePlan Financial Group, Inc 11
Fsb Premier Wealth Management, Inc. 11
Miura Global Management, LLC 11
Security Asset Management 11
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 11
Robeco Schweiz AG 11
FirstMerit Bank N A Trustee 11
Icon Wealth Advisors, LLC 11
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 11
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 11
Daymark Wealth Partners, Llc 11
Iberiabank Corp 11
Eaton Vance Tax-managed Buy-write Income Fund 11
Eaton Vance Enhanced Equity Income Fund Ii 11
Nuveen S&p 500 Buywrite Income Fund 11
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 11
Cornerstone Advisors, LLC 11
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 11
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 11
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 11
Capital Insight Partners, Llc 11
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 11
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 11
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 11
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 11
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 11
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 11
British Airways Pensions Investment Management Ltd 11
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 11
Fortis Capital Management LLC 11
Klr Investment Advisors, Llc 11
Advantage Alpha Capital Partners LP 11
Simply Money Advisors 11
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 11
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 11
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 11
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 11
Patton Albertson Miller Group, Llc 11
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 11
Alpha Capital Anstalt 11
Starboard Value LP 11
Xtx Markets Llc 11
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 11
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 11
Cidel Asset Management Inc 11
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 11
Sandy Cove Advisors, LLC 11
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 11
Us Global Investors Funds 11
SPC Financial, Inc. 11
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 11
Cornerstone Total Return Fund Inc 11
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 11
Your Advocates Ltd., LLP 11
Cobblestone Capital Advisors Llc /ny/ 11
Drive Wealth Management, Llc 11
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 11
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 11
Pvg Asset Management Corp 11
Beaumont Financial Partners, LLC 11
Engrave Wealth Partners LLC 11
HMS Capital Management, LLC 11
Delaware Investments Dividend & Income Fund, Inc 11
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 11
Letko, Brosseau & Associates Inc 11
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 11
ENDW - EA Series Trust - Cambria Endowment Style ETF 11
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 11
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 11
Transform Wealth, LLC 11
KRMA - Global X Funds - Global X Conscious Companies ETF 11
Sentinel Variable Products Trust 11
LMR Master Fund Ltd 11
Fdp Series, Inc. 11
CGC Financial Services, LLC 11
Todd Asset Management Llc 11
Wintrust Investments Llc 11
Midwest Trust Co 11
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 11
Rnc Capital Management Llc 11
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 11
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 11
Burnham Asset Management Corp /ny/ 11
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 11
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 11
Antonetti Capital Management LLC 11
Weatherly Asset Management L. P. 11
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 11
Harbert Fund Advisors, Inc. 11
Banyan Partners, LLC 11
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 11
Valley National Bancorp 11
Sagefield Capital LP 11
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 11
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 11
Catamount Wealth Management 11
Alpine Series Trust 11
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 11
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 11
Green Square Capital Advisors Llc 11
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 11
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 11
Alliancebernstein Global High Income Fund Inc 11
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 11
Walthausen & Co., LLC 11
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 11
ICONIQ Capital, LLC 11
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 11
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 11
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 11
Abner Herrman & Brock Llc 11
Aviance Capital Management, Llc 11
Cohen Klingenstein LLC 11
Keystone Financial Group 11
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 11
Hunter Perkins Capital Management, LLC 11
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 11
Cohen Capital Management, Inc. 11
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 11
JMCRX - James Advantage Funds - James Micro Cap Fund 11
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 11
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 11
Alphasimplex Group, Llc 11
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 11
PDS Planning, Inc 11
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 11
Hyman Charles D 11
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 11
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 11
Roberts Glore & Co Inc /il/ 11
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 11
Compton Capital Management Inc /ri 11
Montecito Bank & Trust 11
Cqs (us), Llc 11
Strategic Investment Management, Llc 11
Prudent Man Advisors, LLC 11
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 11
Ceredex Value Advisors LLC 11
Jacob Asset Management Of New York Llc 11
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 11
Krane Funds Advisors LLC 11
Krs Capital Management, Llc 11
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 11
Scott Marsh Financial, LLC 11
Private Wealth Partners, LLC 11
Healthcare Value Capital, LLC 11
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 11
Brand Asset Management Group, Inc. 11
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 11
Cubic Asset Management, LLC 11
Biondo Investment Advisors, LLC 11
Cozad Asset Management Inc 11
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 11
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 11
Evernest Financial Advisors, LLC 11
Traxis Partners Lp 11
Capital Advisors Inc/ok 11
SIH Partners, LLLP 11
Slate Path Capital LP 11
Coolidge Francis L 11
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 11
Torno Capital, Llc 11
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 11
Cooper Financial Group 11
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 11
Lapides Asset Management, LLC 11
Appleton Partners Inc/ma 11
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 11
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 11
Sanibel Captiva Trust Company, Inc. 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
Sivia Capital Partners, LLC 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
Reston Wealth Management Llc 11
First Pacific Financial 11
MBM Wealth Consultants, LLC 11
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 11
Essex Woodlands Management, Inc. 11
Little House Capital Llc 11
Horizon Financial Services, Llc 11
Fortis Group Advisors, LLC 11
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 11
Integrity Capital Management (HK) Ltd 11
Accent Capital Management, LLC 11
SVA Wealth Management, LLC 11
Outlook Wealth Advisors, LLC 11
Hnp Capital Llc 11
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 11
Ashford Capital Management Inc 11
EHP Funds Inc. 11
Seldon Capital Lp 11
Brendel Financial Advisors LLC 11
Knuff & Co LLC 11
Journey Advisory Group, LLC 11
Fwl Investment Management, Llc 11
Crescent Capital Consulting, LLC 11
Simmons Bank 11
Country Club Trust Company, n.a. 11
Dominick & Dominick LLC 11
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 11
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 11
Insight Inv LLC 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 11
BankPlus Trust Department 11
Caxton Associates Llp 11
Sand Grove Capital Management LLP 11
Zhang Financial LLC 11
Baldrige Asset Management LLC 11
TriaGen Wealth Management LLC 11
Thor Advisors, Llc 11
Toews Corp /adv 11
Fairway Wealth LLC 11
Berger Financial Group, Inc 11
Taylor, Cottrill, Erickson & Associates, Inc. 11
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 11
New Covenant Trust Company, N.A. 11
POM Investment Strategies, LLC 11
DG Capital Management, LLC 11
Stuart Chaussee & Associates, Inc. 11
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 11
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 11
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 11
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 11
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 11
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 11
Sterling Financial Planning, Inc. 11
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 11
Hound Partners, LLC 11
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 11
RPG Investment Advisory, LLC 11
Shellback Capital, LP 11
TruNorth Capital Management, LLC 11
Passport Capital, LLC 11
Gillespie Robinson & Grimm Inc 11
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 11
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 11
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 11
Triangle Securities Wealth Management 11
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 11
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 11
Legacy Capital Wealth Partners, LLC 11
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 11
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 11
Perpetual Investment Management Ltd 11
Three Peaks Capital Management, LLC 11
Kings Path Partners LLC 11
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 11
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 11
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 11
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 11
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I 11
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 11
Smallwood Wealth Investment Management, LLC 11
Venator Capital Management Ltd. 11
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 11
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 11
IronBridge Private Wealth, LLC 11
St. Johns Investment Management Company, LLC 11
Centennial Bank/AR/ 11
Generation Investment Management Llp 11
Systematic Alpha Investments, LLC 11
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 11
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 11
NOLVX - Northern Funds - Northern Large Cap Value Fund 11
FRG Family Wealth Advisors LLC 11
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 11
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 11
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 11
Alaethes Wealth LLC 11
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 11
Cove Street Capital, LLC 11
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 11
Coyle Financial Counsel LLC 11
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 11
Gitterman Wealth Management, LLC 11
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 11
Union Bancaire Privee, UBP SA 11
GM Advisory Group, Inc. 11
Sfmg, Llc 11
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 11
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 11
Timber Creek Capital Management LLC 11
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 11
Y.D. More Investments Ltd 11
HAUSX - Hartford Hls Series Fund Ii Inc - Hartford U.s. Government Securities Hls Fund Ia 11
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 11
Putnam ETF Trust - Putnam Sustainable Future ETF - 11
VCBDX - VALIC Co I - Core Bond Fund 11
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 11
ProVise Management Group, LLC 11
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 11
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 11
AAMOX - ALGER PORTFOLIOS - Alger Weatherbie Specialized Growth Portfolio Class I-2 11
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 11
Premier Asset Management Llc 11
Kessler Investment Group, LLC 11
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 11
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 11
PRUDENTIAL SERIES FUND - GOVERNMENT INCOME PORTFOLIO Class I 11
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 11
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 11
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 11
Cape Cod Five Cents Savings Bank 11
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 11
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 11
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 11
Bank Hapoalim Bm 11
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 11
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 11
B & T Capital Management DBA Alpha Capital Management 11
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 11
Alerus Investment Advisors Corp 11
JBF Capital, Inc. 11
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 11
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 11
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 11
First Affirmative Financial Network 11
AQGNX - AQR Funds - AQR Global Equity Fund Class N 11
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 11
Ownership Capital B.V. 11
Absolute Investment Advisers Llc 11
US Asset Management LLC 11
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 11
United Asset Strategies, Inc. 11
Papp L Roy & Associates 11
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 11
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 11
Knott David M Jr 11
Legacy Private Trust Co. 11
Studio Investment Management Llc 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 11
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 11
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 11
Two Roads Shared Trust - APEX HealthCare ETF 11
PIMCO FUNDS - PIMCO Short Asset Portfolio 11
American National Registered Investment Advisor, Inc. 11
BSW Wealth Partners 11
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 11
Pinnacle Wealth Management Advisory Group, LLC 11
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 11
Wealth Architects, LLC 11
Oxbow Advisors, LLC 11
EVNT - AltShares Trust - AltShares Event-Driven ETF 11
ARGI Investment Services, LLC 11
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 11
Roffman Miller Associates Inc /pa/ 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 11
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 11
Oak Harbor Wealth Partners, Llc 11
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 11
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 11
Peterson Wealth Services 11
Tema Etfs Llc 11
Private Capital Advisors, Inc. 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 11
Grey Fox Wealth Advisors, LLC 11
AM Squared Ltd 11
American Financial Network Advisory Services Llc 11
Inspirion Wealth Advisors, Llc 11
Maryland Capital Advisors Inc. 11
Amussen Hunsaker Associates Llc 11
Fortis Capital Advisors, LLC 11
Freedom Wealth Alliance, Llc 11
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 11
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 11
Intercontinental Wealth Advisors, LLC 11
First American Trust, Fsb 10
Pzena Investment Management Llc 10
Oak Harvest Investment Services 10
B. Riley Financial, Inc. 10
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 10
New America High Income Fund Inc 10
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 10
Union Savings Bank 10
XT - iSHARES TRUST - iShares Exponential Technologies ETF 10
Whalerock Point Partners, Llc 10
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 10
Bernard Wealth Management Corp. 10
Bnp Paribas 10
Bracebridge Capital, LLC 10
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 10
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 10
Harbourvest Partners Llc 10
Alpha Family Trust 10
Widmann Financial Services, Inc. 10
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 10
Horizon Investment Services, LLC 10
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 10
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 10
WHV Investments, Inc. 10
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 10
West Bancorporation Inc 10
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 10
Tilt Investment Management Holdings, PBC 10
Fort Pitt Capital Group, Llc 10
Eisler Capital Management Ltd. 10
Scott & Selber, Inc. 10
Terrapin Asset Management, LLC 10
Outfitter Financial LLC 10
ANTIPODES PARTNERS Ltd 10
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 10
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 10
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 10
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 10
Gilman Hill Asset Management, LLC 10
Sante Capital Fund, LP 10
Senvest Management, LLC 10
Acorn Wealth Advisors, LLC 10
Wayfinding Financial, LLC 10
Sigma Capital Management Llc 10
Fulcrum Capital LLC 10
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 10
Waterloo Capital, L.P. 10
Empire Financial Management Company, LLC 10
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 10
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 10
Addenda Capital Inc. 10
Corient IA LLC 10
S-Bank Fund Management Ltd 10
Sowa Financial Group, Inc. 10
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 10
Hager Investment Management Services, Llc 10
Resurgent Financial Advisors LLC 10
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 10
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 10
Brick & Kyle, Associates 10
Mascagni Wealth Management, Inc. 10
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 10
Ikarian Capital, LLC 10
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 10
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 10
Boit C F David 10
Daiwa SB Investments Ltd. 10
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 10
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 10
Sharkey, Howes & Javer 10
Secure Asset Management, LLC 10
Financial Life Planners 10
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 10
Spinnaker Trust 10
Fidelity Central Investment Portfolios II LLC - Fidelity Mortgage Backed Securities Central Fund 10
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 10
Fairpointe Capital LLC 10
Hgk Asset Management Inc 10
Space Summit Capital LLC 10
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 10
Magnolia Capital Advisors Llc 10
Encompass Wealth Advisors, Llc 10
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 10
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 10
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 10
Cooper Investors Pty Ltd 10
Tru Independence Asset Management 2, Llc 10
First Wilshire Securities Management Inc 10
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 10
Evelyn Partners Investment Management LLP 10
Sands Capital Management, Llc 10
FolioMetrix LLC 10
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 10
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 10
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 10
VIOPX - VALIC Co I - International Opportunities Fund 10
Capital Group Investment Management Pte. Ltd. 10
National Penn Investors Trust Co /pa 10
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 10
Bridgewater Advisors Inc. 10
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 10
GSB Wealth Management, LLC 10
L1 Capital Global Opportunities Master Fund, Ltd. 10
Grisanti Capital Management LLC 10
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 10
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 10
Family Management Corp 10
MD Financial Management Inc. 10
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 10
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 10
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 10
Kopp Funds Inc 10
Everhart Financial Group, Inc. 10
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 10
Findlay Park Partners LLP 10
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 10
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 10
Martin & Co Inc /tn/ 10
Ferox Capital Management LP 10
Charlemagne Capital Ltd 10
Emfo, Llc 10
Carnick & Kubik, LLC 10
Tiaa Cref Trust Co Fsb/mo 10
Vaughan David Investments Inc/il 10
Wright Investors Service Inc 10
Friedenthal Financial 10
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 10
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 10
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 10
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 10
Meridian Investment Counsel Inc. 10
Kimelman & Baird, LLC 10
Cedar Mountain Advisors, LLC 10
Carlson Capital Management 10
Institute for Wealth Management, LLC. 10
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 10
Evelyn Partners Investment Management Services Ltd 10
Lgt Capital Partners Ltd. 10
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 10
Ruane, Cunniff & Goldfarb Inc 10
SeaBridge Investment Advisors LLC 10
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 10
Allen Investment Management LLC 10
Steinberg Global Asset Management 10
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 10
Summitry Llc 10
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 10
Modern Wealth Management, LLC 10
Ninety One SA (PTY) Ltd 10
Pavadi Capital LLC 10
CFICX - CALVERT FUND - Calvert Income Fund Class A 10
Villere St Denis J & Co Llc 10
Briaud Financial Planning, Inc 10
Honeywell International Inc 10
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 10
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 10
Prostatis Group LLC 10
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 10
BlackRock Innovation & Growth Trust 10
Geneva Partners, LLC 10
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 10
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 10
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 10
Flow State Investments, L.P. 10
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 10
Stevard, LLC 10
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 10
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 10
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 10
Chelsea Counsel Co 10
NOCBX - Northern Funds - Northern Core Bond Fund 10
Bridgeworth, LLC 10
NOFIX - Northern Funds - Northern Fixed Income Fund 10
Sphinx Trading, Lp 10
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 10
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Government & High Quality Bond Account f/k/a Mortgage Securities Account Government & High Quality Bond Account Class 1 10
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 10
Astrantus Ltd 10
Country Club Bank /gfn 10
Balter Liquid Alternatives, LLC 10
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 10
Horizons Etf Trust I 10
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 10
Fedenia Advisers LLC 10
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 10
Legg Mason Asset Management (Japan) Co., Ltd. 10
Hardman Johnston Global Advisors LLC 10
Mfs Special Value Trust 10
Buck Wealth Strategies, LLC 10
1776 Wealth LLC 10
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 10
Hoey Investments, Inc 10
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 10
Summit Creek Advisors LLC 10
Okabena Investment Services Inc 10
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 10
Edge Asset Management, Inc 10
Founders Bank & Trust 10
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 10
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 10
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 10
American Independence Funds Trust 10
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 10
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 10
Credo Capital Management, LLC 10
Litman Gregory Asset Management LLC 10
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 10
CT Financial Advisors LLC 10
Littlejohn & Co Llc 10
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 10
Community Bank System, Inc. 10
L2 Asset Management, LLC 10
Eads & Heald Wealth Management 10
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 10
Cormorant Asset Management, LP 10
Abundance Wealth Counselors 10
Catalyst Financial Partners Llc 10
Richardson Financial Services Inc. 10
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 10
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 10
Cyrus J. Lawrence, LLC 10
Overland Advisors, LLC 10
AlpInvest Partners B.V. 10
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 10
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 10
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 10
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 10
BGHDX - BAILLIE GIFFORD FUNDS - Baillie Gifford Health Innovation Equities Fund Class K 10
Hurley Capital, LLC 10
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 10
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 10
Fulton Breakefield Broenniman Llc 10
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 10
Bear Mountain Capital, Inc. 10
Orser Capital Management, Llc 10
Bedell Frazier Investment Counseling, LLC 10
Zrc Wealth Management, Llc 10
Meridian Wealth Advisors, LLC 10
Legacy Capital Partners, Inc. 10
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 10
Phoenix Wealth Advisors 10
Quadrant Private Wealth Management, LLC 10
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 10
Jeppson Wealth Management, Llc 10
DiMeo Schneider & Associates, L.L.C. 10
Beverly Hills Private Wealth, LLC 10
Custom Index Systems, Llc 10
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 10
Legacy Capital Group California, Inc. 10
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 10
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 10
Raab & Moskowitz Asset Management LLC 10
Aft, Forsyth & Company, Inc. 10
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 10
Naples Global Advisors, Llc 10
Waycross Partners, Llc 10
Zions Trust, National Association 10
Johnson & Johnson 10
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 10
Boenning & Scattergood, Inc. 10
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 10
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 10
Laurel Wealth Planning LLC 10
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 10
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 10
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 10
SNS Financial Group, LLC 10
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 10
Sawyer & Company, Inc 10
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 10
Game Plan Financial Advisors, LLC 10
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 10
FSM Wealth Advisors, LLC 10
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 10
Wealth Management Associates, Inc. 10
Triasima Portfolio Management inc. 10
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 10
First National Bank of South Miami 10
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 10
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 10
STFGX - Advisers Investment Trust - State Farm Growth Fund 10
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 10
Vigilare Wealth Management 10
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 10
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 10
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 10
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 10
Perfromance Wealth Partners, LLC 10
Sona Asset Management (us) Llc 10
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 10
Texas Capital Bancshares Inc/tx 10
Db-x Exchange-traded Funds Inc. 10
Carderock Capital Management Inc 10
TrinityPoint Wealth, LLC 10
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 10
Bank Of The West 10
Sustainable Insight Capital Management, LLC 10
Armbruster Capital Management, Inc. 10
Crescent Grove Advisors, LLC 10
Bridgecreek Investment Management, LLC 10
Olstein Funds 10
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 10
Putney Financial Group LLC 10
Cullen Capital Management, LLC 10
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 10
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 10
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 10
VCSBX - VALIC Co II - Strategic Bond Fund 10
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 10
AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A 10
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 10
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 10
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 10
Global Assets Advisory, LLC 10
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 10
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 10
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 10
Montag & Caldwell, Llc 10
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 10
Independence Capital Asset Partners, LLC 10
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 10
VELA Investment Management, LLC 10
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 10
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 10
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 10
Accretive Wealth Partners, LLC 10
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 10
MU Investments Co., Ltd. 10
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 10
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 10
PCA Investment Advisory Services Inc. 10
Ovata Capital Management Ltd 10
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 10
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 10
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 10
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 10
Uncommon Cents Investing LLC 10
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 10
Ambassador Advisors, LLC 10
Creative Capital Management Investments LLC 10
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 10
Birch Hill Investment Advisors LLC 10
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 10
Godshalk Welsh Capital Management, Inc. 10
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 10
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 10
First American Bank 10
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 10
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 10
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 10
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 10
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 10
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 10
Lowe Brockenbrough & Co Inc 10
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 10
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 10
Trivant Custom Portfolio Group, LLC 10
Pergamon Offshore Advisors, L.P. 10
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 10
Waterstone Capital Management, L.P. 10
Private Asset Management Inc 10
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 10
Permanens Capital L.P. 10
Focus Financial Network Inc /adv 10
Credit Industriel Et Commercial 10
Concentric Capital Strategies, LP 10
Howard Wealth Management, Llc 10
LFA - Lugano Financial Advisors SA 10
Lytton Laurence W 10
Affiance Financial, LLC 10
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 10
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 10
3Chopt Investment Partners, LLC 10
Reby Advisors, LLC 10
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 10
American Assets Investment Management, LLC 10
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 10
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 10
Rosalind Advisors, Inc. 10
Eukles Asset Management 10
Lavaca Capital Llc 10
Pekin Hardy Strauss, Inc. 10
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 10
Manning & Napier Group, LLC 10
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 10
Third Point LLC 10
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 10
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 10
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 10
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 10
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 10
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 10
ICICI Prudential Asset Management Co Ltd 10
Welch Group, LLC 10
Adams Street Partners Llc 10
Conway Capital Management, Inc. 10
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 10
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 10
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares 10
Tcg Advisors, Lp 10
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 10
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 10
Scissortail Wealth Management, LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 10
Comgest Global Investors S.a.s. 10
Morgens Waterfall Vintiadis & Co Inc 10
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 10
Retireful, LLC 10
Quantum Private Wealth, LLC 10
Hardy Reed LLC 10
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 10
Missouri Valley Partners, Inc. 10
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 10
Acropolis Investment Management, LLC 10
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 10
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 10
Tyrus Capital S.A.M. 10
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 10
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 10
Murphy Pohlad Asset Management LLC 10
Fort Point Capital Partners LLC 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 10
Eisler Capital (US) LLC 10
Ivory Investment Management, Llc 10
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 10
Cheviot Value Management, LLC 10
Gould Capital, LLC 10
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 10
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 10
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 10
Investment Centers Of America Inc 10
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 10
International Biotechnology Trust Plc 10
Himco Variable Insurance Trust 10
Tuscan Ridge Asset Management Llc 10
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 10
Edge Capital Group, LLC 10
Paulson Wealth Management Inc. 10
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 10
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 10
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 10
Marshall Financial Group LLC 10
Parasol Investment Management, LLC 10
Roman Butler Fullerton & Co 10
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 10
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 10
Boyd Watterson Asset Management Llc/oh 10
Mitra Capital LLC 10
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 10
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 10
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 10
BlackRock Credit Strategies Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 10
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 10
First Heartland Consultants, Inc. 10
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 10
Virtus Global Dividend & Income Fund Inc. 10
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 10
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 10
Rainier Group Investment Advisory LLC 10
Offit Capital Advisors Llc 10
RK Capital Management, LLC 10
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 10
DHJJ Financial Advisors, Ltd. 10
Applied Finance Capital Management, LLC 10
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 10
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 10
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 9
Chesapeake Partners Management Co Inc/md 9
Qualcomm Inc/de 9
MML SERIES INVESTMENT FUND - MML Global Fund Class I 9
Kiely Wealth Advisory Group, Inc. 9
VSM Wealth Advisory, LLC 9
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 9
Chesapeake Wealth Management 9
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 9
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 9
Blackrock Multi-sector Opportunities Trust 9
Quad-Cities Investment Group, LLC 9
BlackRock ETF Trust - BlackRock Future Innovators ETF 9
Halsey Associates Inc/ct 9
Braun-Bostich & Associates Inc. 9
Monroe Bank & Trust/mi 9
Savvy Advisors, Inc. 9
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 9
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 9
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 9
Tufton Capital Management 9
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 9
Fairman Group, LLC 9
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 9
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 9
Fulcrum Equity Management 9
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 9
First Turn Management, LLC 9
Hc Financial Advisors Inc 9
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 9
Northwestern Mutual Investment Services Llc 9
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 9
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 9
Pathway Financial Advisors LLC 9
Platinum Investment Management Ltd 9
Grant Street Asset Management, Inc. 9
ACT Capital Management, LLLP 9
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 9
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 9
Murchinson Ltd. 9
F3Logic, LLC 9
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 9
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 9
Legacy Financial Group LLC 9
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 9
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 9
Abacus Planning Group, Inc. 9
Masso Torrence Wealth Management Inc. 9
Provident Investment Management, Inc. 9
Hara Capital LLC 9
SYM FINANCIAL Corp 9
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 9
Palladiem, Llc 9
Biltmore Family Office, LLC 9
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 9
Pacific View Asset Management, Llc 9
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 9
Dfa Investment Trust Co - The Continental Small Company Series 9
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 9
North American Management Corp 9
DCM Advisors, LLC 9
Fort Baker Capital Management LP 9
Enterprise Trust & Investment Co 9
Lighthouse Financial Advisors, Inc. 9
Rocky Mountain Advisers, Llc 9
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 9
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 9
Weil Company, Inc. 9
Portfolio Solutions, LLC 9
Criterion Capital Advisors, Llc 9
MainStreet Investment Advisors LLC 9
Bleichroeder LP 9
Eagle Health Investments LP 9
Guggenheim Equal Weight Enhanced Equity Income Fund 9
Mercer Capital Advisers, Inc. 9
Ritter Daniher Financial Advisory LLC / DE 9
Cowa, Llc 9
Advocacy Wealth Management Services, LLC 9
Teachers Insurance & Annuity Association Of America 9
Sapient Capital Llc 9
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 9
Blackhawk Capital Partners LLC. 9
Schooner Investment Group, LLC. 9
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A 9
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 9
Melqart Asset Management (uk) Ltd 9
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 9
Sava Infond d.o.o. 9
MASTERINVEST Kapitalanlage GmbH 9
Grayhawk Investment Strategies Inc. 9
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 9
Kestrel Investment Management Corp 9
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 9
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 9
KCS Wealth Advisory 9
ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A 9
Wd Rutherford Llc 9
Isi Strategy Fund Inc 9
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 9
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 9
Ronald Blue & Co Llc 9
VSR Financial Services, Inc. 9
Sendero Wealth Management, LLC 9
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 9
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 9
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 9
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 9
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 9
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 9
DeDora Capital, Inc. 9
IZRL - Ark ETF Trust - ARK Israel Innovative Technology ETF 9
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF 9
Minot Wealth Management LLC 9
Trueblood Wealth Management, LLC 9
Wealthstreet Investment Advisors, LLC 9
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 9
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 9
Western Asset Management Company, LLC 9
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 9
STXM - EA Series Trust - Strive Mid-Cap ETF 9
Schnieders Capital Management Llc 9
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 9
Aries Wealth Management 9
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 9
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 9
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 9
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 9
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 9
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 9
LFSC - RBB FUND, INC. - F/m Emerald Life Sciences Innovation ETF 9
qPULA Trading Management LP 9
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 9
Truepoint, Inc. 9
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 9
Matisse Capital 9
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 9
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 9
Diligent Investors, LLC 9
Capital Directions Investment Advisors, LLC 9
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 9
Otter Creek Advisors, LLC 9
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 9
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 9
Medtronic plc 9
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 9
Dimension Capital Management Llc 9
Mechanics Bank Trust Department 9
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 9
Grace Capital 9
Dean Capital Management 9
Usca All Terrain Fund 9
Regent Investment Management LLC 9
New York Life Investments Alternatives 9
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 9
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 9
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 9
Ab Multi-manager Alternative Fund 9
Fullcircle Wealth Llc 9
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 9
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 9
Wingate Wealth Advisors, Inc. 9
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 9
JW Asset Management, LLC 9
Peachtree Investment Advisors, Inc. 9
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 9
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 9
MSD Partners, L.P. 9
Tekla Life Sciences Investors 9
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 9
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 9
Soleus Capital Master Fund, L.P. 9
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 9
Thematics Asset Management 9
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 9
Acrisure Capital Management, LLC 9
Franklin Ltd Duration Income Trust 9
Veritas Asset Management LLP 9
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 9
Growth Fund Of America 9
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 9
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 9
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 9
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares 9
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 9
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 9
44 Wealth Management Llc 9
Fairscale Capital, LLC 9
Overbrook Management Corp 9
Valley Brook Capital Group, Inc. 9
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 9
OPTIMAS CAPITAL Ltd 9
Granite FO LLC 9
Bard Financial Services, Inc. 9
Buckhead Capital Management Llc 9
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 9
ABN AMRO Bank N.V. 9
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 9
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 9
Board of Trustees of The Leland Stanford Junior University 9
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 9
NOINX - Northern Funds - Northern International Equity Index Fund 9
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 9
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 9
Aspen Grove Capital, LLC 9
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 9
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 9
UNIVEST FINANCIAL Corp 9
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 9
Wells Fargo Multi-sector Income Fund 9
Wells Fargo Global Dividend Opportunity Fund 9
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 9
Wisconsin Capital Management Llc 9
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 9
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 9
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 9
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 9
Bank of Kentucky, Inc. 9
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 9
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 9
Mattson Financial Services, LLC 9
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 9
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 9
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 9
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 9
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 9
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 9
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 9
Skba Capital Management Llc 9
Crews Bank & Trust 9
Chemical Bank 9
Centre Asset Management, LLC 9
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 9
Walled Lake Planning & Wealth Management, Llc 9
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 9
Advanced Series Trust - Ast High Yield Portfolio 9
Oppenheimer Discovery Mid Cap Growth Fund 9
Kamunting Street Capital Management, L.P. 9
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 9
Greenland Capital Management LP 9
Eaton Vance Senior Floating Rate Trust 9
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 9
Eaton Vance Short Duration Diversified Income Fund 9
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 9
Pembroke Management, LTD 9
Capital Wealth Planning, LLC 9
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 9
Coronation Fund Managers Ltd. 9
High Income Opportunities Portfolio - High Income Opportunities Portfolio 9
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 9
Fiduciary Group LLC 9
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 9
Cascade Investment Advisors, Inc. 9
Nuveen Fund Advisors, LLC 9
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 9
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 9
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 9
Sterne Agee Group, Inc. 9
Jetstream Capital LLC 9
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 9
Ntv Asset Management Llc 9
Kera Capital Partners, Inc. 9
Boston Income Portfolio - Boston Income Portfolio 9
J. W. Coons Advisors, LLC 9
Twin Securities, Inc. 9
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 9
Icc Capital Management Inc/ 9
1623 Capital LLC 9
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 9
Alta Capital Management Llc/ 9
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 9
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 9
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 9
MRGR - PROSHARES TRUST - ProShares Merger ETF 9
Silver Bridge Capital Management LLC 9
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 9
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 9
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 9
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 9
Strategic Financial Concepts, LLC 9
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 9
Citizens National Bank Trust Department 9
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 9
Ironsides Asset Advisors, LLC 9
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 9
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 9
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 9
Calamos Long/Short Equity & Dynamic Income Trust 9
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 9
Arena Investors LP 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 9
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 9
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 9
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 9
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 9
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 9
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 9
Somerset Trust Co 9
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 9
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 9
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 9
Opus Capital Group, LLC 9
Campbell Newman Asset Management Inc 9
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 9
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 9
Baker Ellis Asset Management LLC 9
FT Options LLC 9
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 9
Beacon Financial Group 9
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 9
Clearwater Capital Advisors, LLC 9
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 9
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 9
Running Oak Capital LLC 9
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 9
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 9
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 9
Zevin Asset Management Llc 9
BLI - Banque de Luxembourg Investments 9
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 9
Bienville Capital Management, LLC 9
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 9
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 9
Trust Co Of Oklahoma 9
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 9
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 9
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 9
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 9
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 9
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 9
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 9
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 9
Waypoint Capital Advisors, LLC 9
Mirador Capital Partners LP 9
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 9
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 9
Resonant Capital Advisors, LLC 9
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 9
Mawer Investment Management Ltd. 9
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 9
American Independence Financial Services LLC 9
Summit Financial Wealth Advisors, LLC 9
Richard W. Paul & Associates, LLC 9
JT Stratford LLC 9
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 9
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 9
Jackson Wealth Management, LLC 9
Farmers Trust Co 9
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 9
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 9
IBRN - iSHARES TRUST - iShares Neuroscience and Healthcare ETF 9
Legacy Wealth Management, LLC / MS 9
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 9
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 9
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 9
Fagan Associates, Inc. 9
Optas, LLC 9
Horizon Funds - HORIZON EXPEDITION PLUS ETF 9
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 9
Empower Advisory Group, LLC 9
Kettle Hill Capital Management, Llc 9
Cypress Capital Management Llc 9
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 9
Diker Management Llc 9
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 9
Guardian Wealth Management, Inc. 9
Prosperity Consulting Group, LLC 9
Financial Sense Advisors, Inc. 9
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 9
Covenant Asset Management, LLC 9
Parthenon Llc 9
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 9
Juncture Wealth Strategies, Llc 9
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 9
Mountain Capital Investment Advisors, Inc 9
Aprio Wealth Management, LLC 9
Newman Dignan & Sheerar, Inc. 9
Ethos Financial Group, LLC 9
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 9
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 9
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 9
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 9
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 9
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 9
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 9
Investment House Llc 9
Aris Wealth Services, Inc. 9
Investment Research & Advisory Group, Inc. 9
Pine Valley Investments Ltd Liability Co 9
Bks Advisors, Llc 9
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 9
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 9
VMCVX - VALIC Co II - Mid Cap Value Fund 9
Strategic Asset Management, LLC 9
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 9
Capital Investment Counsel, Inc 9
Talon Private Wealth, LLC 9
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 9
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 9
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 9
ABLE Financial Group, LLC 9
Fondren Management LP 9
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 9
Granite Investment Advisors, LLC 9
First Financial Bank - Trust Division 9
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 9
NINE MASTS CAPITAL Ltd 9
Outfitter Advisors, Ltd. 9
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 9
A. D. Beadell Investment Counsel, Inc. 9
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 9
VestGen Advisors, LLC 9
RB Capital Management, LLC 9
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 9
Empire Life Investments Inc. 9
Sage Rock Capital Management LP 9
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 9
Grey Street Capital, LLC 9
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 9
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 9
Buckingham Capital Management, Inc. 9
Nilsine Partners, LLC 9
HCR Wealth Advisors 9
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 9
Parcion Private Wealth LLC 9
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 9
McCarthy Grittinger Financial Group, LLC 9
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 9
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 9
Foster & Motley Inc 9
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 9
AlphaStar Capital Management, LLC 9
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 9
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 9
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 9
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 9
Soltis Investment Advisors LLC 9
Lehman Financial Resources, Inc. 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 9
Crawford Lake Capital Management, LLC 9
DSAM Partners (London) Ltd 9
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 9
Ironbridge Funds, Inc. 9
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 9
Gabelli Go Anywhere Trust 9
Vermillion Wealth Management, Inc. 9
ACSKX - American Century Investment Trust - Short Duration Fund C Class 9
Cumberland Partners Ltd 9
Corbett Road Capital Management, Llc 9
Vega Investment Solutions 9
Islay Capital Management, Llc 9
VCIEX - VALIC Co I - International Equities Index Fund 9
Strategic Wealth Designers 9
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 9
Cypress Wealth Advisors LLC 9
Single Point Partners, LLC 9
Gyroscope Capital Management Group, Llc 9
Sensato Investors LLC 9
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 9
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 9
Hanlon Investment Management, Inc. 9
BlackRock Multi-Sector Opportunities Trust II 9
Perennial Investment Advisors, LLC 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 9
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 9
Vima Llc 9
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 9
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 9
Quadcap Wealth Management, LLC 9
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 9
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 9
Wealth Effects Llc 9
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 9
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class 9
Burgundy Asset Management Ltd. 9
Delta Investment Management, LLC 9
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 9
IMG Wealth Management, Inc. 9
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 9
Paradigm Financial Partners, Llc 9
Rinkey Investments 9
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 9
Private Capital Management, LLC 9
Albert D Mason Inc 9
Sound View Wealth Advisors, Llc 9
Catawba Capital Management /va 9
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 9
USRD - Themes ETF Trust - Themes US R&D Champions ETF 9
Peddock Capital Advisors, Llc 9
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 9
Blue Fin Capital, Inc. 9
Penseco Financial Services Corp 9
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 9
Lgl Partners, Llc 9
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF 9
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 9
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 9
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 9
Marex Group plc 9
Wellesley Asset Management 9
Penn Mutual Asset Management, LLC 9
Capitolis Liquid Global Markets LLC 9
Taikang Asset Management (Hong Kong) Co Ltd 9
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 9
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 9
Opera Trading Capital 9
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 9
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 9
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 9
Gateway Advisory, LLC 9
Campbell Wealth Management 9
Vermillion & White Wealth Management Group, LLC 9
O'Shares Investment Advisers, LLC 9
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 9
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class 9
Beirne Wealth Consulting Services, LLC 9
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 9
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 9
North Growth Management Ltd. 9
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 9
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 9
Rockland Trust Co 9
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 9
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 9
Velan Capital Investment Management LP 9
Diag Capital Management, Lp 9
Trust Co Of Virginia /va 9
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 9
Capital Financial Planning, LLC 9
Aveo Capital Partners, LLC 8
Callahan Advisors, LLC 8
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 8
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 8
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 8
Liberty Capital Management, Inc. 8
London & Capital Asset Management Ltd 8
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 8
Ariel Investments, Llc 8
McCarthy Asset Management, Inc. 8
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 8
Carolina Wealth Advisors, LLC 8
Benson Investment Management Company, Inc. 8
Oasis Management Co Ltd. 8
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
Stonebridge Financial Planning Group, LLC 8
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 8
Schaper Benz & Wise Investment Counsel Inc/wi 8
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 8
Waddell & Associates, Llc 8
Heritage Investors Management Corp 8
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 8
EnRich Financial Partners LLC 8
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 8
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 8
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 8
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 8
1 North Wealth Services Llc 8
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 8
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 8
2Xideas AG 8
Eagle Boston Investment Management Inc 8
Northstar Asset Management Llc 8
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 8
New Century Financial Group, LLC 8
Forte Capital Llc /adv 8
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 8
Ade, Llc 8
Man Investments (CH) AG 8
Reliant Investment Management, LLC 8
Woodward Diversified Capital, Llc 8
Bullseye Asset Management LLC 8
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 8
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF 8
Insight 2811, Inc. 8
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 8
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 8
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 8
Jana Partners Llc 8
Tevis Investment Management 8
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 8
Emory University 8
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF 8
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 8
Beacon Pointe Wealth Advisors, Llc 8
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 8
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 8
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 8
New Capital Management LP 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 8
Militia Capital Partners, LP 8
Rand Wealth, Llc 8
Dunvegan Associates, Inc. 8
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 8
Mitchell Mcleod Pugh & Williams Inc 8
Northwest Wealth Management, Llc 8
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Government Securities Fund Series I 8
Carret Asset Management, Llc 8
First Western Trust Bank 8
Fisher Funds Management LTD 8
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 8
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 8
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 8
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 8
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 8
Cornerstone Wealth Group, LLC 8
Rowland & Co Investment Counsel/adv 8
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 8
Patriot Investment Management Inc. 8
Spectrum Wealth Counsel, LLC 8
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 8
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 8
First United Bank Trust/ 8
Hitchwood Capital Management LP 8
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I 8
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 8
Barbara Oil Co. 8
Port Capital LLC 8
Terra Nova Asset Management LLC 8
Marketocracy Funds 8
Community Trust & Investment Co 8
Delap Wealth Advisory, Llc 8
Mcrae Capital Management Inc 8
Inverness Counsel Llc /ny/ 8
Pilgrim Partners Asia Pte Ltd 8
Ocean Capital Management, LLC 8
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 8
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 8
Sessa Capital IM, L.P. 8
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 8
Perennial Advisors, LLC 8
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 8
Acorn Financial Advisory Services Inc /adv 8
Ballast Advisors Llc 8
Financial Network Wealth Management LLC 8
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 8
Strategic Investment Advisors / MI 8
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 8
Lansing Street Advisors 8
Sapphire Star Partners LP 8
Stiles Financial Services Inc 8
Mogy Joel R Investment Counsel Inc 8
Winthrop Partners - Wny, Llc 8
Investment Partners, Ltd. 8
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 8
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 8
Boone Capital Management Llc 8
Luminus Management Llc 8
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 8
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 8
Smith Shellnut Wilson Llc /adv 8
Lebenthal Holdings,LLC 8
Hutchens Investment Management Inc 8
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 8
Winthrop Capital Management, LLC 8
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 8
Alethea Capital Management, Llc 8
Nauset Wealth Management. LLC 8
Martin Currie Ltd 8
Wealthquest Corp 8
Dreyfus Manager Funds I 8
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 8
Speece Thorson Capital Group Inc 8
Resolute Capital Asset Partners LLC 8
Sonora Investment Management Group, LLC 8
Cs Mckee Lp 8
OHIO NATIONAL FUND INC - ON International Equity Portfolio 8
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 8
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 8
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 8
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 8
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 8
Arnhold LLC 8
Sonen Capital LLC 8
Generali Investments, Management Co LLC 8
Cpwm, Llc 8
Henrickson Nauta Wealth Advisors, Inc. 8
Morningstar Investment Management LLC 8
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 8
Hotaling Investment Management, LLC 8
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 8
Alger Associates Inc 8
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 8
JCIC Asset Management Inc. 8
Town & Country Bank & Trust CO dba First Bankers Trust CO 8
True North Advisors, LLC 8
Asset Planning,Inc 8
Pathway Financial Advisers, LLC 8
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 8
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 8
Voya Global Equity Dividend & Premium Opportunity Fund 8
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 8
Diversified, LLC 8
Dixon Mitchell Investment Counsel Inc. 8
Clare Market Investments LLC 8
Willner & Heller, Llc 8
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 8
Wealth Alliance Advisory Group, LLC 8
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 8
Frontier Investment Mgmt Co 8
Hikari Power Ltd 8
Schmidt P J Investment Management Inc 8
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 8
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 8
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 8
Veritas Investment Partners (UK) Ltd. 8
Garrison Asset Management, LLC 8
First Trust Investment Solutions L.P. 8
Apexium Financial, Lp 8
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 8
Mechanics Financial Corp 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 8
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 8
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 8
Tritonpoint Wealth, Llc 8
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 8
Penbrook Management LLC 8
ASB Consultores, LLC 8
Taylor Hoffman Wealth Management 8
Nordwand Advisors, LLC 8
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 8
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 8
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 8
Parametric Market Neutral Portfolio 8
Bivin & Associates, Inc. 8
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 8
Cercano Management LLC 8
Tiemann Investment Advisors, Llc 8
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 8
Scout Funds 8
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 8
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 8
Integrity Alliance, Llc. 8
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 8
JFG Wealth Management, LLC 8
Credit Capital Investments LLC 8
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 8
PKO Investment Management Joint-Stock Co 8
Revolve Wealth Partners, LLC 8
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 8
Marxe Austin W & Greenhouse David M 8
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 8
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 8
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 8
Hartree Partners, LP 8
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 8
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 8
Paragon Capital Management LLC 8
Wallington Asset Management, LLC 8
CBOE Vest Financial, LLC 8
First National Advisers, LLC 8
Plimoth Trust Co Llc 8
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 8
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 8
Jordan Park Group LLC 8
Poehling Capital Management, LLC 8
Marathon Asset Mgmt Ltd 8
Dagco, Inc. 8
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 8
Sunflower Bank, N.A. 8
Truehand, Inc 8
Mar Vista Investment Partners Llc 8
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 8
RP Investment Advisors LP 8
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 8
Adirondack Retirement Specialists, Inc. 8
Blackhill Capital Inc 8
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 8
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 8
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 8
Gwn Securities Inc. 8
Stratton Management Co 8
VAMGX - VALIC Co II - Mid Cap Growth Fund 8
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 8
Accredited Wealth Management, LLC 8
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 8
Mystic Asset Management, Inc. 8
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 8
Capital Wealth Alliance, LLC 8
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 8
Hendershot Investments Inc. 8
Portman Square Capital LLP 8
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 8
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 8
Telos Capital Management, Inc. 8
Wallace Advisory Group, LLC 8
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 8
Osborne Partners Capital Management, Llc 8
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 8
Lipe & Dalton 8
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 8
Cruiser Capital Advisors, Llc 8
Citizens & Northern Corp 8
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 8
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF 8
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 8
CWS Financial Advisors, LLC 8
Badgley Phelps Wealth Managers, LLC 8
Duquesne Family Office LLC 8
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 8
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 8
BRC Investment Management LLC 8
Paradigm Financial Advisors, LLC 8
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 8
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 8
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
Lombardia Capital Partners Llc 8
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 8
Bernzott Capital Advisors 8
Intrua Financial, LLC 8
Fma Advisory Inc 8
Alphagen Securities Llc 8
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 8
Beaumont Financial Advisors, LLC 8
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 8
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 8
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 8
Scoggin Management Lp 8
Pictet North America Advisors SA 8
Camden National Bank 8
Fiduciary Management Associates Llc 8
Zevenbergen Capital Investments Llc 8
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 8
Quantedge Capital Pte Ltd 8
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 8
Trutina Financial LLC 8
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 8
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 8
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 8
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 8
North Run Capital, Lp 8
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 8
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 8
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 8
Global Endowment Management, LP 8
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 8
GURU - Global X Funds - Global X Guru Index ETF 8
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 8
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 8
Whalen Wealth Management Inc. 8
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 8
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 8
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 8
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 8
Hatteras Funds, LLC 8
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 8
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 8
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 8
Burns J W & Co Inc/ny 8
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 8
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 8
Argus Investors' Counsel, Inc. 8
McNamara Financial Services, Inc. 8
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 8
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 8
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 8
Tyche Wealth Partners LLC 8
Jamison Eaton & Wood Inc /nj 8
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 8
Koesten, Hirschmann & Crabtree, INC. 8
Steadfast Capital Management Lp 8
BancorpSouth Inc 8
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 8
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 8
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 8
PayPay Securities Corp 8
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 8
First Commonwealth Financial Corp /pa/ 8
Tirschwell & Loewy Inc 8
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 8
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 8
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class 8
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 8
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 8
JGP Wealth Management, LLC 8
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 8
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 8
Modus Advisors, LLC 8
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 8
EJF Capital LLC 8
Eaton Vance Senior Income Trust 8
Silicon Hills Wealth Management, LLC 8
Smith, Salley & Associates 8
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 8
Federated Mdt Large Cap Value Fund 8
Fiduciary Family Office, Llc 8
Ashfield Capital Partners, LLC 8
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 8
Compass Ion Advisors, LLC 8
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 8
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 8
Stone Toro Investment Advisers, LP 8
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 8
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 8
Aristotle Capital Management, LLC 8
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 8
Fiduciary Management Inc /wi/ 8
Birchbrook, Inc. 8
Alpine Bank Wealth Management 8
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 8
Fermata Advisors, LLC 8
Bessemer Securities Llc 8
Boussard & Gavaudan Asset Management LP 8
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 8
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 8
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 8
Stelac Advisory Services LLC 8
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 8
Argonautica Private Wealth Management, Inc 8
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 8
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 8
Pacific Ridge Capital Partners, LLC 8
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 8
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 8
CSM Advisors, LLC 8
Vanguard Windsor Funds 8
Advanced Series Trust - Ast International Growth Portfolio 8
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 8
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 8
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 8
Granite Bay Wealth Management, LLC 8
Kwmg, Llc 8
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 8
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 8
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 8
Van Den Berg Management I, Inc 8
Williams & Novak, LLC 8
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 8
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 8
Community Financial Services Group, LLC 8
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 8
Burkett Financial Services, Llc 8
Hutchens Investment Management Inc 8
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 8
NMIEX - Northern Funds - Active M International Equity Fund 8
Wells Fargo Income Opportunities Fund 8
Rail-Splitter Capital Management, LLC 8
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 8
Acuity Investment Management Inc 8
Wellspring Financial Advisors, LLC 8
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 8
HoyleCohen, LLC 8
Arbor Wealth Management, LLC 8
Tiger Eye Capital LLC 8
Strategic Advisors LLC 8
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 8
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 8
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 8
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 8
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 8
JHMB - John Hancock Exchange-Traded Fund Trust - John Hancock Mortgage-Backed Securities ETF 8
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 8
PARK CIRCLE Co 8
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 8
Monetta Financial Services Inc 8
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 8
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 8
Financiere des Professionnels - Fonds d,investissement inc. 8
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 8
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 8
SPX Equities Gestao de Recursos Ltda 8
Heartland Bank & Trust Co 8
NEA Management Company, LLC 8
Westend Capital Management LLC 8
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 8
RE Dickinson Investment Advisors, LLC 8
Edmond De Rothschild (suisse) S.a. 8
Altman Advisors, Inc. 8
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 8
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 8
Stock Portfolio - Stock Portfolio 8
McGuire Investment Group, LLC 8
Nicholas Hoffman & Company, LLC. 8
Advanced Series Trust - Ast Mfs Global Equity Portfolio 8
Latitude Advisors, LLC 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 8
Narwhal Capital Management 8
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 8
Counsel Portfolio Services Inc. 8
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 8
Lumina Fund Management LLC 8
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 8
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 8
Indices-Pac Research Corp. 8
Goodwin Investment Advisory 8
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 8
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 8
Revisor Wealth Management LLC 8
Custom Portfolio Group LLC 8
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia 8
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 8
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 8
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 8
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 8
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 8
FourWorld Capital Management LLC 8
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 8
Triumph Capital Management 8
Advanced Research Investment Solutions, Llc 8
PACIFIC SELECT FUND - Growth Portfolio Class I 8
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 8
Old Dominion Capital Management Inc 8
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF 8
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 8
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 8
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 8
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
Kenfarb & Co. 8
Pinnacle Wealth Advisors 8
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 8
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 8
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 8
LG Capital Management, LP 8
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 8
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 8
Markston International Llc 8
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 8
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 8
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 8
Watson Rebecca 8
Baxter Bros Inc 8
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 8
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 8
Optimize Financial Inc 8
Vontobel Asset Management Inc 8
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 8
CVAR - ETF Opportunities Trust - Cultivar ETF 8
Jnl Series Trust - Jnl/mellon International Index Fund (a) 8
Covea Finance 8
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 8
Private Harbour Investment Management & Counsel, LLC 8
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 8
Level Financial Advisors, Inc. 8
Auxier Asset Management 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 8
Relative Value Partners Group, LLC 8
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 8
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 8
Aviso Financial Inc. 8
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 8
Odey Asset Management Group Ltd 8
First Pacific Advisors, LP 8
Galaxy Capital Trading Ltd 8
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 8
Jnl Series Trust - Jnl/s&p 4 Fund (a) 8
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 8
one8zero8, LLC 8
Evolution Wealth Management Inc. 8
GlobalBridge, Inc. 8
Mfs Intermediate High Income Fund 8
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 8
Notis-McConarty Edward 8
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 8
Page Arthur B 8
America First Investment Advisors, LLC 8
Kidder Stephen W 8
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 8
Generali Investments CEE, investicni spolecnost, a.s. 8
Cowen Prime Advisors LLC 8
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 8
HighTower Trust Services, LTA 8
Nbw Capital Llc 8
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 8
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 8
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 8
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 8
Stableford Capital Ii Llc 8
DSC Advisors, L.P. 8
Eaton Vance Floating-rate Income Trust 8
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 8
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 8
Natural Investments, Llc 8
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 8
Provence Wealth Management Group 8
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 8
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 8
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 8
Marathon Asset Management Llp 8
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 8
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 8
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 8
Intrepid Capital Management Inc 8
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 8
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 8
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 8
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 8
Cherry Creek Investment Advisors, Inc. 8
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 8
First Niagara Bank 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 8
Bellecapital International Ltd. 8
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 8
Newtyn Management, LLC 8
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 8
Financial Advisory Service, Inc. 8
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 8
Columbia Trust Co 01012016 8
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 8
Vanguard Convertible Securities Fund 8
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 8
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 8
Jasper Ridge Partners, L.P. 8
West Financial Advisors, LLC 8
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 8
Daruma Capital Management Llc 8
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 8
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 8
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 8
Wealthgarden F.s. Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 8
RBA Wealth Management, LLC 8
Murphy Michael R 8
Rikoon Group, LLC 8
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 8
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 8
Moss Adams Wealth Advisors LLC 8
Fenimore Asset Management Inc 8
Wendell David Associates Inc 8
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 8
Anderson Hoagland & Co 8
North Capital, Inc. 8
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 8
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 8
Tobias Financial Advisors, Inc. 8
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 8
CrestPoint Capital Management, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 8
TFG Advisers LLC 8
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 8
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 8
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 8
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 8
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 8
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 8
Heights Capital Management, Inc 8
Principal Street Partners, LLC 8
Ahl Investment Management, Inc. 8
Tandem Capital Management Corp /adv 8
Clear Street Derivatives LLC 8
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 8
Delaware Vip Trust - Delaware Vip Value Series Standard Class 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
Arena Capital Advisors, LLC- CA 8
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 8
Inlight Wealth Management, LLC 8
Cypress Asset Management Inc/tx 8
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 8
Corbyn Investment Management Inc/md 8
Foster Victor Wealth Advisors, LLC 8
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 8
Eubel Brady & Suttman Asset Management Inc 8
Safeguard Investment Advisory Group, LLC 8
Rosenblum Silverman Sutton S F Inc /ca 8
Richwood Investment Advisors, LLC 8
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 8
Minot DeBlois Advisors LLC 8
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 8
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 8
BW Gestao de Investimentos Ltda. 8
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 8
Broadview Funds Trust 8
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 7
40 North Management LLC 7
Luxor Capital Group, LP 7
Baker Bros. Advisors Lp 7
Caisse Des Depots Et Consignations 7
Manchester Management Co Llc 7
Loews Corp 7
Dow Chemical Co /de/ 7
Glacier Peak Capital LLC 7
Zuckerman Investment Group, LLC 7
Fairview Capital Investment Management, Llc 7
Falcon Edge Capital, LP 7
Bares Capital Management, Inc. 7
Avoro Capital Advisors LLC 7
Eidelman Virant Capital 7
American Century Investment Management Inc 7
Sentry Investments Corp. 7
Hellman Jordan Management Co Inc /ma/ 7
Canal Insurance CO 7
Arbor Capital Management Llc 7
Bennett Lawrence Management L L C/ny 7
Sand Hill Global Advisors, LLC 7
Forbes J M & Co Llp 7
Mcmillion Capital Management Inc 7
Roosevelt Investment Group Llc 7
GRATRY & Co LLC 7
Farr Miller & Washington Llc/dc 7
Suncoast Equity Management 7
Stockman Wealth Management, Inc. 7
Tradition Capital Management Llc 7
New Amsterdam Partners Llc/ny 7
London Co Of Virginia 7
Paradice Investment Management LLC 7
SFE Investment Counsel 7
Violich Capital Management, Inc. 7
Sigma Investment Counselors Inc 7
Sentinel Trust Co Lba 7
Cadinha & Co Llc 7
Holderness Investments Co 7
Noesis Capital Mangement Corp 7
Verus Financial Partners, Inc. 7
Keating Investment Counselors Inc 7
Boys Arnold & Co Inc 7
First National Bank Sioux Falls 7
Bell Bank 7
Peloton Wealth Strategists 7
Nichols & Pratt Advisers Llp /ma 7
Court Place Advisors, LLC 7
University Of Notre Dame Du Lac 7
Schulhoff & Co Inc 7
Northeast Investment Management 7
Gamble Jones Investment Counsel 7
IFC Holdings Incorporated/FL 7
Hall Capital Management Co Inc 7
Check Capital Management Inc/ca 7
Progressive Investment Management Corp 7
Beech Hill Advisors, Inc. 7
TAMRO Capital Partners LLC 7
Cardinal Capital Management, Inc. 7
ARGA Investment Management, LP 7
Napier Park Global Capital (US) LP 7
Ifrah Financial Services, Inc. 7
Pettee Investors, Inc. 7
Front Barnett Associates Llc 7
Integrated Wealth Counsel, Llc 7
Westchester Capital Management, Inc. 7
Blue Chip Partners, Inc. 7
Lourd Capital, LLC 7
Badgley Phelps & Bell Inc 7
Hengehold Capital Management Llc 7
Fragasso Group Inc. 7
Lodestar Investment Counsel Llc/il 7
Harvey Capital Management Inc 7
First National Bank & Trust Co Of Newtown 7
Private Wealth Advisors, Inc. 7
Capital Planning Advisors, LLC 7
HHG & Company, LLC 7
Horrell Capital Management, Inc. 7
New England Investment & Retirement Group, Inc. 7
Wbh Advisory Inc 7
Dumont & Blake Investment Advisors Llc 7
Vicus Capital 7
Causeway Capital Management Llc 7
Maple Capital Management, Inc. 7
Lafitte Capital Management LP 7
Chemung Canal Trust Co 7
Graybill Bartz & Assoc Ltd 7
Windsor Capital Management, LLC 7
Mengis Capital Management, Inc. 7
Financial Advantage, Inc. 7
Atlas Brown,Inc. 7
Sabal Trust CO 7
Alecta Pensionsforsakring, Omsesidigt 7
Fruth Investment Management 7
Jacobs & Co/ca 7
Lincoln Capital LLC 7
Lvm Capital Management Ltd/mi 7
Grassi Investment Management 7
Nixon Peabody Trust Co 7
Van Cleef Asset Management,Inc 7
Marshwinds Advisory Co 7
Cohen Lawrence B 7
Merriman Wealth Management, LLC 7
EagleClaw Capital Managment, LLC 7
Leuthold Group, Llc 7
Emerson Investment Management, Llc 7
Covenant Multifamily Offices, LLC 7
Power Corp of Canada 7
Saratoga Research & Investment Management 7
Atalanta Sosnoff Capital, Llc 7
Broderick Brian C 7
Manikay Partners, LLC 7
Foyston, Gordon, & Payne Inc 7
Altavista Wealth Management, Inc. 7
InterOcean Capital, LLC 7
Laidlaw Group, LLC 7
Glenview State Bank Trust Dept. 7
Hudson Valley Investment Advisors Inc /adv 7
Harvey Investment Co Llc 7
Affinity Wealth Management Llc 7
Edmonds Duncan Registered Investment Advisors, LLC 7
Charter Research & Investment Group, Inc. 7
Monarch Capital Management Inc/ 7
Verde Servicos Internacionais S.A. 7
Gagnon Advisors, LLC 7
Brightworth 7
Bristlecone Advisors, LLC 7
Madden Advisory Services, Inc. 7
Peak Asset Management, LLC 7
LVZ Advisors, Inc. 7
Edmond de Rothschild (Europe) 7
Freshford Capital Management, LLC 7
Yale University 7
Highland Private Wealth Management 7
Strategic Capital Alternatives LLC 7
Spectrum Advisory Services Inc 7
Kernodle & Katon Asset Management Group, LLC 7
Farmers National Bank 7
Mandatum Life Insurance Co Ltd 7
P.a.w. Capital Corp 7
Drexel Morgan & Co. 7
Baker Chad R 7
MIG Capital, LLC 7
Adirondack Research & Management Inc. 7
Kerrisdale Advisers, LLC 7
KAMES CAPITAL management Ltd 7
Perimeter Capital Partners, LLC 7
Alpine Associates Advisors 7
Cai Capital Management, Inc. 7
Telluride Asset Management LLC 7
Independence Advisors, LLC 7
Probity Advisors, Inc. 7
Palisades Investment Partners, LLC 7
Strategic Capital Group LLC 7
Stux Capital Management, LLC 7
Guidant Wealth Advisors 7
RGT Wealth Advisors, LLC 7
Asset Planning Services, Ltd. 7
Harbor Advisors LLC 7
Rubric Capital Management LP 7
Sarofim Fayez 7
Lyell Wealth Management, Lp 7
Fullerton Fund Management Co Ltd 7
Greenhouse Funds LLLP 7
PHH Investments, Ltd. 7
Capital World Growth & Income Fund 7
New Perspective Fund 7
Northstar Wealth Partners LLC 7
Circle Wealth Management, LLC 7
Noked Capital LTD 7
Abbot Financial Management, Inc. 7
Garner Asset Management Corp 7
Beaton Management Co. Inc. 7
Cito Capital Group, LLC 7
Landaas & Co /wi /adv 7
McCollum Christoferson Group LLC 7
Ballew Advisors, Inc 7
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 7
Invesco Bond Fund 7
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 7
Wells Fargo Utilities & High Income Fund 7
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 7
Eaton Vance Tax Advantaged Dividend Income Fund 7
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 7
Amcap Fund 7
Allianzgi Convertible & Income 2024 Target Term Fund 7
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 7
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 7
Td Asset Management Usa Funds Inc. 7
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 7
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 7
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 7
Eaton Vance Tax-managed Buy-write Opportunities Fund 7
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 7
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 7
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 7
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 7
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 7
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 7
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 7
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 7
Special Opportunities Fund, Inc. 7
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 7
Madison Covered Call & Equity Strategy Fund 7
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 7
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 7
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 7
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 7
Stone Ridge Trust Iii 7
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 7
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 7
Advent Claymore Convertible Securities & Income Fund Ii 7
Eaton Vance Tax-managed Global Diversified Equity Income Fund 7
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 7
Advent/claymore Enhanced Growth & Income Fund 7
Eaton Vance Tax Advantaged Global Dividend Income Fund 7
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 7
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 7
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 7
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 7
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 7
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 7
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 7
Century Capital Management Trust 7
NTHEX - Northeast Investors Trust - Northeast Investors Trust 7
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 7
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 7
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 7
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 7
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 7
Kalmar Pooled Investment Trust 7
Copperwynd Financial, LLC 7
Northwest Capital Management Inc 7
Buckley Wealth Management, LLC 7
Castle Rock Wealth Management, LLC 7
Allen Capital Group, LLC 7
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 7
Cooper/haims Advisors, Llc 7
Blue Pool Management Ltd. 7
Divergent Wealth Advisors, Llc 7
Dynasty Wealth Management, Llc 7
Slow Capital, Inc. 7
D.B. Root & Company, LLC 7
E Six Thirteen, Llc 7
Avondale Wealth Management 7
Rice Partnership, LLC 7
Nicola Wealth Management Ltd. 7
Dundas Partners LLP 7
Andesa Financial Management Inc. 7
Bell Rock Capital Llc 7
Strategic Wealth Management Group, LLC 7
Inlet Private Wealth, LLC 7
Mizuho Securities Co. Ltd. 7
Genesee Capital Advisors, LLC 7
ERTS Wealth Advisors, LLC 7
Fairhaven Wealth Management, LLC 7
Guidance Point Advisors, LLC 7
Noked Israel Ltd 7
Ionic Ventures, LLC 7
Van Leeuwen & Company, LLC 7
Sassicaia Capital Advisers Llc 7
Centric Wealth Management 7
Enterprise Bank & Trust Co 7
C-J Advisory, Inc. 7
TAP Consulting, LLC 7
Keudell/Morrison Wealth Management 7
HBW Advisory Services LLC 7
TCF National Bank 7
Gunderson Capital Management Inc. 7
Alaska Permanent Fund Corp 7
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 7
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 7
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 7
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 7
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 7
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 7
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 7
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 7
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 7
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 7
LSSAX - LOOMIS SAYLES FUNDS I - Loomis Sayles Securitized Asset Fund Institutional Class 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 7
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 7
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 7
PACIFIC SELECT FUND - Core Income Portfolio Class I 7
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 7
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 7
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 7
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 7
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 7
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 7
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 7
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 7
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 7
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 7
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 7
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 7
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 7
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 7
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 7
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 7
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 7
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 7
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 7
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 7
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 7
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 7
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 7
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 7
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 7
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 7
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 7
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 7
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 7
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 7
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 7
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 7
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 7
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 7
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 7
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 7
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 7
MML Series Investment Fund II - MML Asset Momentum Fund Class II 7
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 7
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 7
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 7
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 7
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 7
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 7
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A 7
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 7
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 7
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 7
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 7
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 7
FUSGX - FEDERATED INCOME SECURITIES TRUST - Federated Fund for U.S. Government Securities Class A Shares 7
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 7
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 7
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 7
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 7
PENN SERIES FUNDS INC - Mid Cap Value Fund 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 7
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 7
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 7
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 7
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 7
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 7
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 7
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 7
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 7
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 7
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 7
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 7
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 7
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 7
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 7
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 7
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 7
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 7
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 7
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 7
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 7
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 7
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 7
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 7
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 7
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 7
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 7
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 7
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 7
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 7
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 7
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 7
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 7
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 7
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 7
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 7
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 7
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 7
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 7
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 7
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 7
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 7
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 7
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 7
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 7
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 7
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 7
NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A 7
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 7
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 7
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 7
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 7
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 7
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 7
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 7
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 7
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 7
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 7
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 7
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 7
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 7
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 7
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 7
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 7
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 7
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 7
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 7
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 7
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 7
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 7
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 7
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 7
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 7
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 7
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 7
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 7
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 7
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 7
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 7
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 7
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 7
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 7
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 7
DAINX - Dunham Funds - Dunham International Stock Fund Class A 7
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 7
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 7
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 7
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 7
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 7
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 7
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 7
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 7
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 7
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 7
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 7
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 7
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 7
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 7
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 7
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 7
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 7
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 7
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 7
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 7
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 7
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 7
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 7
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 7
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 7
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 7
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 7
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 7
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 7
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 7
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 7
VSSVX - VALIC Co I - Small Cap Special Values Fund 7
VCIGX - VALIC Co I - Dividend Value Fund 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 7
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology 7
VCSVX - VALIC Co II - Small Cap Value Fund 7
VASMX - VALIC Co II - Small Cap Growth Fund 7
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 7
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 7
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 7
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 7
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 7
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 7
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 7
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 7
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 7
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 7
MBE Wealth Management, LLC 7
XML Financial, LLC 7
Alhambra Investment Partners LLC 7
ESL Trust Services, LLC 7
TBH Global Asset Management, LLC 7
Mayfair Advisory Group, LLC 7
Mizuho Markets Cayman LP 7
JSF Financial, LLC 7
Aberdeen Wealth Management LLC 7
Logos Global Management LP 7
Core Wealth Advisors, Inc. 7
Heron Financial Group, Llc 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 7
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 7
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 7
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 7
MADDEN SECURITIES Corp 7
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 7
Tempus Wealth Planning, LLC 7
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 7
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 7
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 7
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 7
Spotlight Asset Group, Inc. 7
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 7
Souders Financial Advisors 7
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 7
Auxano Advisors, LLC 7
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 7
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 7
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 7
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 7
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 7
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 7
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 7
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 7
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 7
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares 7
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 7
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 7
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 7
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 7
Am Investment Strategies Llc 7
Baltimore-Washington Financial Advisors Inc. 7
Cazenove Capital Management Ltd 7
VSL - ETF Series Solutions - Volshares Large Cap ETF 7
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 7
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 7
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 7
Truadvice, LLC 7
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 7
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 7
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 7
Platform Technology Partners 7
Wealth Advisory Solutions, LLC 7
Mjp Associates Inc /adv 7
IVC Wealth Advisors LLC 7
Samson Rock Capital LLP 7
Wealth Management Partners, LLC 7
Kavar Capital Partners Group, Llc 7
Leverage Partners Absolute Return Fund SPC 7
OneAscent Wealth Management LLC 7
Evolutionary Tree Capital Management, LLC 7
Insight Advisors, LLC/ PA 7
Oak Family Advisors, Llc 7
Thrive Capital Management, LLC 7
Berry Street Capital Management LLP 7
Connacht Asset Management LP 7
Sax Wealth Advisors, Llc 7
Kensington Investment Counsel, LLC 7
Hoese & Co LLP 7
Montanaro Asset Management Ltd 7
Signature Wealth Management Partners, LLC 7
Bradley Mark J. 7
Laird Norton Trust Company, Llc 7
VELA Funds - VELA Small Cap Fund Class I 7
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 7
Sage Private Wealth Group, Llc 7
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 7
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 7
Tectonic Advisors Llc 7
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 7
Prentice Wealth Management LLC 7
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 7
Corsicana & Co. 7
Laurus Investment Counsel Inc. 7
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 7
VAPPX - VALIC Co I - Capital Appreciation Fund 7
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 7
17 Capital Partners, Llc 7
JTC Employer Solutions Trusteee Ltd 7
Omni Partners US LLC 7
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 7
JNL SERIES TRUST - JNL International Index Fund (I) 7
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 7
Essex LLC 7
Strong Tower Advisory Services 7
EMG Holdings, L.P. 7
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 7
JB Capital LLC 7
DGS Capital Management, LLC 7
DMG Group, LLC 7
Ignite Planners, LLC 7
Kathleen S. Wright Associates Inc. 7
DB Fitzpatrick & Co, Inc 7
Alan B. Lancz & Associates, Inc. 7
Leverty Financial Group, LLC 7
Difesa Capital Management, Lp 7
Guardian Wealth Advisors, Llc / Nc 7
Lindenwold Advisors 7
Hancock Whitney Investment Services Inc. 7
Redmont Wealth Advisors Llc 7
CastleKnight Management LP 7
Seaport Global Advisors, LLC 7
Lifeworks Advisors, LLC 7
Icapital Wealth Llc 7
Graham Capital Wealth Management, Llc 7
Carroll Investors, Inc 7
Autumn Glory Partners, LLC 7
Omni Event Management Ltd 7
FirstPurpose Wealth LLC 7
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 7
apricus wealth, LLC 7
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 7
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 7
Walker Asset Management, LLC 7
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 7
Artemis Wealth Advisors, LLC 7
Hightower 6M Holding, LLC 7
Hutchens & Kramer Investment Management Group, LLC 7
Range Financial Group LLC 7
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 7
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 7
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 7
Transatlantique Private Wealth Llc 7
GDS Wealth Management 7
Tradewinds, LLC. 7
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 7
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 7
Mesirow Institutional Investment Management, Inc. 7
Drw Securities, L.l.c. 7
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 7
Gallacher Capital Management LLC 7
Chapin Davis, Inc. 7
Hobart Private Capital, LLC 7
Longbow Finance SA 7
Phillips Wealth Planners LLC 7
Innovis Asset Management Llc 7
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7
Live Oak Investment Partners 7
Lakewood Asset Management LLC 7
Park Edge Advisors, LLC 7
Consolidated Portfolio Review Corp 7
Advanced Portfolio Management, LLC 7
GMEZX - GuideStone Funds - Impact Equity Fund Investor 7
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 7
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 7
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 7
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 7
Efg Capital International Corp. 7
Genus Capital Management Inc. 7
Guidance Capital, Inc 7
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 7
WFA Asset Management Corp 7
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 7
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 7
BluePath Capital Management, LLC 7
Peoples Bank/KS 7
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class 7
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 7
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 7
Cultivar Capital, Inc. 7
Stonebrook Private Inc. 7
MeadowBrook Investment Advisors LLC 7
Quotient Wealth Partners, LLC 7
Portfolio Design Labs, LLC 7
Signal Advisors Wealth, LLC 7
Delta Global Management LP 7
Systematic Portfolios LLC 7
Clarity Asset Management, Inc. 7
GLOBALT Investments LLC / GA 7
Sierra Summit Advisors Llc 7
Ables, Iannone, Moore & Associates, Inc. 7
Livelsberger Financial Advisory 7
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 7
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF 7
Fox Hill Wealth Management 7
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 7
Rockport Wealth LLC 7
Umpqua Bank 7
Kirtland Hills Capital Management, Llc 7
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 7
FLTGX - FIDELITY ADVISOR SERIES II - Fidelity Limited Term Securitized Completion Fund 7
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 7
Fairfield Financial Advisors, LTD 7
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 7
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 7
Cannon Financial Strategists, Inc. 7
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 7
Carnegie Lake Advisors LLC 7
Kennebec Savings Bank 7
NIXT - EA Series Trust - Research Affiliates Deletions ETF 7
Independent Solutions Wealth Management, LLC 7
Arcadia Investment Advisors Llc 7
Westmount Partners, LLC 7
Board of the Pension Protection Fund 7
Abc Arbitrage Sa 7
Generali Investments Towarzystwo Funduszy Inwestycyjnych 7
Promus Capital, LLC 7
Argentarii, LLC 7
Curio Wealth, Llc 7
denkapparat Operations GmbH 7
Redwood Park Advisors LLC 7
GKV Capital Management Co., Inc. 7
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 7
Curat Global, LLC 7
Barnes Dennig Private Wealth Management LLC 7
Pandora Wealth, Inc. 7
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 7
Maseco Llp 7
Credential Securities Inc. 7
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 7
Holos Integrated Wealth LLC 7
Limestone Investment Advisors LP 7
Volterra Technologies LP 7
Rexford Capital Inc 7
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 7
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 7
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio 6
DDD Partners, LLC 6
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 6
22nw, Lp 6
Harrell Investment Partners, Llc 6
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 6
Forefront Analytics, LLC 6
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 6
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 6
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 6
Moreno Evelyn V 6
Rosenbaum Jay D. 6
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 6
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 6
Urban Wealth Management, LLC 6
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 6
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 6
Lcnb Corp 6
Wealth Advisors of Tampa Bay, LLC 6
Freedom Day Solutions, LLC 6
Keeler THomas Management LLC 6
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 6
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 6
Hudson Value Partners, LLC 6
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 6
Castle Hook Partners LP 6
Sanctuary Wealth Management, L.L.C. 6
New Harbor Financial Group, LLC 6
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 6
Royce Global Value Trust, Inc. 6
Colonial River Wealth Management, LLC 6
Jmac Enterprises Llc 6
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 6
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF 6
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 6
NovaPoint Capital, LLC 6
InTrack Investment Management Inc 6
Resource Management, LLC 6
Adams Wealth Management 6
CAMG Solamere Management, LLC 6
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 6
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 6
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 6
Stack Financial Management, Inc 6
Sabadell Asset Management, S.A S.G.I.I.C 6
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 6
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 6
Sheets Smith Investment Management 6
Patron Partners Advisors, Llc 6
Edgewood Management Llc 6
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 6
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 6
Mattern Wealth Management LLC 6
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 6
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 6
CXI Advisors 6
Temasek Holdings (Private) Ltd 6
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 6
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND 6
Bourne Lent Asset Management Inc 6
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 6
Advanced Series Trust - Ast Mfs Growth Portfolio 6
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 6
Advanced Investment Partners, LLC 6
Draper Asset Management, LLC 6
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 6
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 6
Cambridge Advisors Inc. 6
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 6
Argyle Capital Management Inc. 6
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 6
Cue Financial Group, Inc. 6
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 6
Sone Capital Management, LLC 6
Signature Financial Management, Inc. 6
Cacti Asset Management Llc 6
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 6
Mill Capital Management, LLC 6
Jay Jeffrey R 6
Haverford Financial Services, Inc. 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 6
Madison Wealth Management 6
Palo Capital, Inc. 6
Sturgeon Ventures LLP 6
MMNCX - Miller Investment Trust - Miller Market Neutral Income Fund Class C 6
RBB FUND, INC. - Aquarius International Fund 6
Peterson Financial Group, Inc. 6
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 6
AHIVX - American Century Investment Trust - High Income Fund Investor Class 6
Twin Focus Capital Partners, Llc 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 6
Pinnacle Holdings, LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 6
HRS Investment Holdings, LLC 6
La Financiere De L'echiquier 6
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 6
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 6
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 6
Diversified Investment Strategies, LLC 6
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 6
Bedel Financial Consulting Inc 6
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 6
Houlihan Financial Resource Group, Ltd. 6
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 6
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 6
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 6
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 6
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 6
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 6
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 6
Capital City Trust Co/fl 6
Yellowstone Partners, LLC 6
Orleans Capital Management Corp/la 6
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 6
TOWER TRUST & INVESTMENT Co 6
Aster Investment Management Co Inc 6
Powell Investment Advisors, LLC 6
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 6
Capital CS Group, LLC 6
New Century Investment Management, Inc 6
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 6
Triglav Skladi, D.o.o. 6
Carleon Capital Partners LLC 6
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 6
Cynosure Advisors, Llc 6
Davidson Kempner Partners 6
Arvest Trust Co N A 6
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 6
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 6
Coho Partners, Ltd. 6
Stokes Family Office, LLC 6
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A 6
Hummer Financial Advisory Services Inc 6
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 6
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares 6
Northern Capital Management Llc 6
Poplar Forest Capital LLC 6
Nia Impact Advisors, Llc 6
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio 6
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 6
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 6
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 6
W.H. Cornerstone Investments Inc. 6
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
Sanibel Captiva Investment Advisers, Inc. 6
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 6
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 6
Essential Planning, LLC. 6
Bank Pictet & Cie (asia) Ltd 6
Crux Wealth Advisors 6
SOL Capital Management CO 6
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 6
Bingham Osborn & Scarborough Llc 6
Northwest Bank & Trust Co 6
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 6
Puzo Michael J 6
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 6
Pacific Global Investment Management Co 6
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 6
Compass Capital Management, Inc 6
GVO Asset Management Ltd 6
Signia Capital Management Llc 6
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 6
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 6
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 6
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 6
Cypress Funds Llc 6
ICW Investment Advisors LLC 6
REDWX - Aspiration Funds - Aspiration Redwood Fund 6
Breed's Hill Capital LLC 6
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 6
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 6
BIT Capital GmbH 6
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 6
Partners Group Holding AG 6
Canopy Partners, LLC 6
Aurora Private Wealth, Inc. 6
12 West Capital Management LP 6
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 6
Corundum Group, Inc. 6
HNASX - HOMESTEAD FUNDS INC - Growth Fund 6
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio 6
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 6
Eaton Vance Enhanced Equity Income Fund 6
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 6
KPP Advisory Services LLC 6
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 6
Oppenheimer Global Opportunities Fund 6
Woodard & Co Asset Management Group Inc /adv 6
Blue Sky Asset Management, LLC 6
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 6
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 6
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 6
Meadow Creek Wealth Advisors Llc 6
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 6
Platte River Wealth Advisors, LLC 6
Team Financial Group, LLC 6
Franklin, Parlapiano, Turner & Welch, LLC 6
Cobalt Capital Management, Inc. 6
SYFFX - Pioneer Series Trust IV - Pioneer Securitized Income Fund : Class Y Shares 6
Jlb & Associates Inc 6
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 6
Allen Mooney & Barnes Investment Advisors LLC 6
Border to Coast Pensions Partnership Ltd 6
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 6
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 6
Concorde Asset Management, LLC 6
Evanson Asset Management, LLC 6
Compass Financial Advisors Llc 6
Watermark Asset Management, Inc. 6
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 6
Nine Ten Capital Management LLC 6
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 6
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 6
Martin Investment Management, LLC 6
Midwest Capital Advisors, LLC 6
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 6
Canyon Capital Advisors Llc 6
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 6
LZFIX - LAZARD FUNDS INC - Lazard Equity Franchise Portfolio Institutional Shares 6
CR Group L.P. 6
Seaport Global Asset Management Llc 6
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 6
Bar Harbor Trust Services 6
Hoxton Planning & Management, LLC 6
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 6
Cyndeo Wealth Partners, LLC 6
Roxbury Financial LLC 6
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 6
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 6
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 6
Greenlight Capital Inc 6
Douglas C. Lane & Associates, Inc. 6
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 6
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 6
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 6
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 6
Markel Corp 6
Olistico Wealth, LLC 6
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 6
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 6
Liberty One Investment Management, Llc 6
Torch Wealth Management LLC 6
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 6
Kentucky Trust Co 6
Motley Fool Funds Trust 6
Financial Consulate, Inc 6
Welch Capital Partners Llc/ny 6
Spartan Planning & Wealth Management 6
Ilex Capital Partners (UK) LLP 6
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 6
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 6
FWD - AB Active ETFs, Inc. - AB Disruptors ETF 6
Alley Co LLC 6
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 6
Louisbourg Investments Inc. 6
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 6
Cambria Investment Management, L.P. 6
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 6
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 6
Capstone Triton Financial Group, LLC 6
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 6
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 6
John Hancock Income Securities Trust 6
Capital Management Corp /va 6
Cassaday & Co Wealth Management LLC 6
Walter & Keenan Financial Consulting Co /mi/ /adv 6
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 6
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 6
Provident Wealth Management, LLC 6
YANKCOM Partnership 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 6
Beacon Investment Advisors Llc 6
Locust Wood Capital Advisers, Llc 6
Voce Capital Management LLC 6
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 6
Green Owl Capital Management, LLC 6
RIA Advisory Group LLC 6
ZIG - ETF Series Solutions - The Acquirers Fund 6
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 6
Veritas Investment Management LLP 6
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A 6
Somerset Group LLC 6
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 6
Bouchey Financial Group Ltd 6
AUERX - Unified Series Trust - Auer Growth Fund 6
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 6
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 6
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 6
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 6
Bell Asset Management Ltd 6
Jacobsen Capital Management 6
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 6
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 6
Employers Holdings, Inc. 6
Fidgeon Timothy F 6
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 6
JSSSX - Managed Portfolio Series - Jackson Square All-Cap Growth Fund IS Class 6
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 6
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 6
Leo Wealth, LLC 6
Morris Retirement Advisors, LLC 6
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 6
Sumit Capital, Llc 6
Wheatland Advisors Inc 6
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 6
Sarasin & Partners LLP 6
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 6
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 6
St. Louis Trust Co 6
Aston Asset Management, LLC 6
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 6
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 6
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 6
Summit Financial Group, Inc. 6
JBJ Investment Partners, LLC 6
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 6
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 6
Fundsmith LLP 6
Requisite Capital Management, LLC 6
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 6
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 6
Viawealth, Llc 6
Providence First Trust Co 6
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 6
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 6
Delta Financial Group, Inc. 6
Wesleyan Assurance Society 6
Sphera Funds Management Ltd. 6
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 6
Moseley Investment Management Inc 6
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 6
Cove Private Wealth, LLC 6
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 6
Mb, Levis & Associates, Llc 6
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 6
Fundamentun, Llc 6
GROW Partners, LLC 6
KC Investment Advisors, LLC 6
Valicenti Advisory Services Inc 6
Bouvel Investment Partners, LLC 6
Blackrock Enhanced Equity Dividend Trust 6
Cohen & Co Financial Management, LLC 6
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 6
Engaged Capital LLC 6
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 6
MassMutual Access Pine Point Fund 6
Hefty Wealth Partners 6
Crabel Capital Management, LLC 6
Sompo Japan Nipponkoa Asset Management Co.,ltd. 6
Black Maple Capital Management LP 6
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 6
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 6
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 6
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 6
Snyder Capital Management L P 6
Maxi Investments CY Ltd 6
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 6
Kesler, Norman & Wride, LLC 6
Folger Nolan Fleming Douglas Capital Management, Inc 6
Burke & Herbert Bank & Trust Co 6
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 6
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 6
Wunderlich Capital Managemnt 6
Eaton Vance Tax-managed Diversified Equity Income Fund 6
PMTGX - ADVISORS SERIES TRUST - PIA MBS Bond Fund Managed Account Completion Shares 6
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 6
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 6
Bordeaux Wealth Advisors LLC 6
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 6
Kmg Fiduciary Partners, Llc 6
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 6
Silverleafe Capital Partners, LLC 6
Apex Capital, Llc 6
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 6
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 6
Edmond De Rothschild Asset Management (france) 6
Gruber & Mcbaine Capital Management Llc 6
Domani Wealth, LLC 6
Auto-Owners Insurance Co 6
Lawson Kroeker Investment Management Inc/ne 6
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 6
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 6
Monte Financial Group, LLC 6
Financial Avengers, Inc. 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 6
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 6
Brooktree Capital Management 6
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 6
West Chester Capital Advisors, Inc 6
Dempze Nancy E 6
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 6
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 6
Smith & Howard Wealth Management, LLC 6
Princeton Capital Management Inc 6
Occidental Asset Management, LLC 6
Financial Strategy Network, LLC 6
Continental Investors Services, Inc. 6
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 6
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 6
Diversified Enterprises, LLC 6
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 6
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 6
Financial Insights, Inc. 6
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 6
Pratt Collard Advisory Partners LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 6
Shapiro Capital Management Llc 6
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 6
Northside Capital Management, LLC 6
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 6
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 6
Bloom Tree Partners, Llc 6
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 6
O'Brien Greene & Co. Inc 6
Unison Advisors LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 6
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 6
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 6
Retirement Planning Group 6
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 6
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 6
Pessin Norman H 6
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 6
Nottingham Advisors, Inc. 6
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 6
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 6
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares 6
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 6
Williamson Legacy Group, LLC 6
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 6
Jnl Series Trust - Jnl/wmc Value Fund (a) 6
Mcdaniel Terry & Co 6
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 6
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 6
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF 6
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 6
Natixis ETF Trust - Natixis Gateway Quality Income ETF 6
Kolinsky Wealth Management, LLC 6
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 6
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 6
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 6
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 6
Rainier Investment Management Mutual Funds 6
D. Scott Neal, Inc. 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
Breiter Capital Management Inc 6
Goldman Capital Management Inc 6
Paladin Wealth, LLC 6
Invesco Senior Loan Fund 6
Oppenheimer Limited-term Bond Fund 6
Oppenheimer Capital Income Fund 6
Beutel, Goodman & Co Ltd. 6
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 6
Hamilton Capital, LLC 6
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 6
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 6
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 6
Private Advisors, LLC 6
Pioneer Trust Bank N A/or 6
Bernardo Wealth Planning LLC 6
Iowa State Bank 6
Fcm Investments/tx 6
Merrion Investment Management Co, LLC 6
Virginia Wealth Management Group, Inc. 6
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 6
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 6
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 6
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 6
Henssler Funds Inc 6
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 6
Financial Advisory Corp /ut/ /adv 6
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 6
Rempart Asset Management Inc. 6
New World Advisors LLC 6
Arbiter Partners Capital Management LLC 6
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A 6
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 6
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 6
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 6
Hedges Asset Management LLC 6
Ashburton (Jersey) Ltd 6
Virtus Global Multi-sector Income Fund 6
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 6
Brown Financial Advisors 6
Paladin Advisory Group, LLC 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 6
Staley Capital Advisers Inc 6
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 6
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 6
Confluence Wealth Management LLC 6
Security National Bank Of So Dak 6
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 6
Fiduciary Services Corp/ga 6
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 6
Silverlake Wealth Management Llc 6
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 6
Cerro Pacific Wealth Advisors LLC 6
Farmer Steven Patrick 6
Greenwood Gearhart Inc 6
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 6
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 6
Marathon Capital Management 6
Midwest Wealth Management Inc. 6
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 6
Fortem Financial Group, Llc 6
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 6
Sterling Global Strategies LLC 6
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 6
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 6
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 6
NewFocus Financial Group, LLC 6
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 6
Renasant Bank 6
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 6
Crawford Fund Management, LLC 6
Capital Counsel Llc/ny 6
Lionsbridge Wealth Management LLC 6
Bank Of Stockton 6
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 6
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 6
Guardian Capital Advisors Lp 6
VCCAX - VALIC Co II - Capital Appreciation Fund 6
VCCBX - VALIC Co II - Core Bond Fund 6
Brookwood Investment Group LLC 6
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 6
South Plains Financial, Inc. 6
OMT Capital Management LLC 6
Origin Asset Management LLP 6
Fusion Family Wealth LLC 6
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 6
Armor Investment Advisors, LLC 6
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 6
First National Bank of Hutchinson 6
BARING ASSET MANAGEMENT Ltd 6
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 6
TCUDX - TRUST FOR CREDIT UNIONS - Short Duration Portfolio TCU Shares 6
Mission Creek Capital Partners, Inc. 6
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 6
Manteio Capital LLC 6
ULTRA SERIES FUND - Large Cap Value Fund Class I 6
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 6
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 6
GenTrust, LLC 6
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 6
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 6
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 6
Rokos Capital Management LLP 6
Chubb Corp 6
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF 6
Nuveen Floating Rate Income Fund 6
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 6
Front Street Capital Management, Inc. 6
Spirit Of America Management Corp/ny 6
Starfire Investment Advisers, Inc. 6
ULTRA SERIES FUND - Diversified Income Fund Class I 6
Invst, LLC 6
Nuveen Floating Rate Income Opportunity Fund 6
Amtrust Financial Services, Inc. 6
Mitchell Capital Management Co 6
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 6
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 6
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 6
Harbor Financial Services, Llc 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 6
Charles Schwab Trust Co 6
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 6
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 6
Paragon Associates & Paragon Associates Ii Joint Venture 6
Dnca Finance 6
Alpine Partners USVI, LLC 6
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 6
Ramsay, Stattman, Vela & Price, Inc. 6
Rheos Capital Works Inc. 6
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 6
Old West Investment Management, LLC 6
Cassia Capital Partners, LLC 6
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 6
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class 6
FSC Wealth Advisors, LLC 6
Performa Ltd (US), LLC 6
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 6
Monaco Asset Management SAM 6
Doliver Advisors, Lp 6
Willis Investment Counsel 6
EdgeRock Capital LLC 6
Yacktman Asset Management Lp 6
MML Series Investment Fund II - MML High Yield Fund Class II 6
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 6
iAB Financial Bank 6
Ithaka Group Llc 6
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 6
Northwest Quadrant Wealth Management, LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 6
Fiduciary Financial Group, Llc 6
Farmers & Merchants Trust Co of Long Beach 6
Profit Investment Management, LLC 6
Qvr Llc 6
Discovery Capital Management, Llc / Ct 6
Weik Capital Management 6
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 6
Cross Staff Investments Inc 6
Discovery Group I, LLC 6
Hillman Capital Management, Inc. 6
Lowell Blake & Associates Inc. 6
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 6
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 6
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 6
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 6
Security Benefit Life Insurance Co /ks/ 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 6
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 6
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 6
VCTPX - VALIC Co I - Inflation Protected Fund 6
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A 6
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 6
Distillate Capital Partners LLC 6
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 6
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 6
Relyea Zuckerberg Hanson LLC 6
Dymon Asia Capital (singapore) Pte. Ltd. 6
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 6
WELLINGTON TRUST Co N A 6
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 6
PENN SERIES FUNDS INC - Large Core Value Fund 6
Novem Group 6
Matrix Private Capital Group Llc 6
Mraz, Amerine & Associates, Inc. 6
Paragon Advisors, LLC 6
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 6
Belmont Capital, LLC 6
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 6
Insight Wealth Strategies, LLC 6
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 6
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II 6
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 6
Courage Capital Management Llc 6
Iat Reinsurance Co Ltd. 6
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 6
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 6
Navigoe, LLC 6
Glaxis Capital Management, LLC 6
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 6
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 6
Xcel Wealth Management, LLC 6
Hamilton Wealth, LLC 6
Regency Capital Management Inc.\DE 6
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 6
Siphron Capital Management /ca/ 6
Banced Corp 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 6
Aisling Capital LLC 6
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 6
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 6
VCSOX - VALIC Co I - International Socially Responsible Fund 6
Sumitomo Mitsui Financial Group, Inc. 6
Schafer Cullen Capital Management Inc 6
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 6
Inverness Investment Group, LLC 6
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 6
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 6
Oppenheimer Integrity Funds 6
Orinda Asset Management LLC 6
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 6
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 6
272 Capital LP 6
Hatteras Alternative Mutual Funds, LLC 6
SummerHaven Investment Management, LLC 6
Acadia Trust Na 6
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 6
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 6
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 6
True Link Financial Advisors, LLC 6
Trust CO of the Ozarks 6
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 6
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 6
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 6
FS Series Trust - FS Market Neutral Fund Class I 6
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 6
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 6
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 6
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 6
USAdvisors Wealth Management, LLC 6
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 6
Clear Point Advisors Inc. 6
Advanced Asset Management Advisors Inc 6
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 6
Consultiva Wealth Management, Corp. 6
Segment Wealth Management, LLC 6
Green Harvest Asset Management LLC 6
Snow Capital Management Lp 6
Hibernia Wealth Partners, LLC 6
Manitou Investment Management Ltd. 6
Traphagen Investment Advisors Llc 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 6
Richardson Capital Management LLC 6
Nexus Investment Management ULC 6
Petra Financial Advisors Inc 6
CRA Financial Services, LLC 6
Traub Capital Management LLC 6
Leeward Investments, LLC - MA 6
Highline Capital Management, L.p. 6
Wiser Advisor Group LLC 6
Apollo Management Holdings, L.P. 6
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 6
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 6
Clarus Group, Inc. 6
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 6
Hall Kathryn A. 6
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 6
EUSM - Strategy Shares - Eventide US Market ETF 6
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 6
Marshall & Sullivan Inc /wa/ 6
Camden National Corp 6
Sienna Gestion 6
Archipel Asset Management AB 6
PACIFIC SELECT FUND - Comstock Portfolio Class I 6
Durable Capital Partners LP 6
Channel Wealth Llc 6
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 6
StellarOne CORP 6
Elm Advisors, Llc 6
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 6
Syquant Capital Sas 6
Slocum, Gordon & Co LLP 6
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 6
MGRIX - Marsico Investment Fund - Marsico Growth Fund 6
Teamwork Financial Advisors, LLC 6
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 6
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 6
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 6
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R 6
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 6
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class 6
Kingfisher Capital LLC 6
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 6
Sculati Wealth Management, LLC 6
JNL SERIES TRUST - JNL/Baillie Gifford U.S. Equity Growth Fund (I) 6
Valentine Capital Asset Management, Inc. 6
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 6
Melvin Capital Management LP 6
Portola Group Inc /ca 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 6
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 6
49 Wealth Management, Llc 6
Arjuna Capital 6
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 6
Feinberg Larry N 6
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 6
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 6
1248 Management, LLC 6
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 6
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 6
Catalina Capital Group, LLC 6
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 6
Stance Capital Llc 6
Detwiler Fenton Investment Management LLC 6
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 6
Wambolt & Associates, LLC 6
Pingora Partners LLC 6
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 6
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 6
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 6
Eaton Vance Risk-managed Diversified Equity Income Fund 6
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 6
Birch Grove Capital LP 6
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 6
Corrado Advisors, Llc 6
Bristol John W & Co Inc /ny/ 6
Frontier Capital Management Co Llc 6
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 6
Salient Capital Advisors, LLC 6
SCS Capital Management LLC 6
Magnolia Capital Management Ltd 6
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 6
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 6
LWM Advisory Services, LLC 6
Arvest Bank Trust Division 6
Bill Few Associates, Inc. 5
Wealthedge Investment Advisors, Llc 5
Nuveen Short Duration Credit Opportunities Fund 5
Oppenheimer Corporate Bond Fund 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 5
Hamilton Point Investment Advisors, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 5
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 5
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 5
Chris Bulman Inc 5
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 5
Heritage Family Offices, LLP 5
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 5
Glassy Mountain Advisors, Inc. 5
Atherton Lane Advisers, Llc 5
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 5
ITEQ - ETF Managers Trust - BlueStar Israel Technology ETF 5
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 5
First Citizens Bancorporation Inc 5
FICMX - FEDERATED GOVERNMENT INCOME TRUST - FEDERATED GOVERNMENT INCOME TRUST Institutional Shares 5
Ws Management Lllp 5
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 5
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 5
SANE - Series Portfolios Trust - Subversive Mental Health ETF 5
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 5
Analyst IMS Investment Management Services Ltd. 5
Crystalline Management Inc. 5
PacWest Financial Management Inc 5
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 5
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 5
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 5
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 5
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 5
Sprucegrove Investment Management Ltd 5
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 5
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 5
VLCCX - VALIC Co I - Large Cap Core Fund 5
Regis Management CO LLC 5
VAVAX - VALIC Co I - Value Fund 5
IDMAX - LITMAN GREGORY FUNDS TRUST - iM Dolan McEniry Corporate Bond Fund Investor Class 5
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 5
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 5
VeraBank, N.A. 5
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 5
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 5
Win Advisors, Inc 5
Wolf Group Capital Advisors 5
Ycg, Llc 5
SEG Partners Long/Short Equity Fund 5
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 5
Gould Asset Management Llc /ca/ 5
Smith Affiliated Capital Corp. 5
Simmons First Trust Co Na 5
VLCGX - VALIC Co I - Large Capital Growth Fund 5
PYUSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden U.S. Government Fund (Investor Class) 5
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 5
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 5
Breakwater Investment Management 5
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 5
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 5
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 5
Eton Park Capital Management, L.P. 5
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 5
Eaton Financial Holdings Company, LLC 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 5
Greenwich Wealth Management LLC 5
Genesis Wealth Advisors, LLC 5
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 5
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 5
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 5
Blackstone / Gso Strategic Credit Fund 5
Weaver Capital Management LLC 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 5
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 5
MTCGX - M FUND INC - M Large Cap Growth Fund 5
Wilson, Kemp & Associates, Inc. 5
Foresight Wealth Management, LLC 5
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 5
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 5
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 5
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 5
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF 5
RMG Wealth Management LLC 5
Blackstone / Gso Long-short Credit Income Fund 5
ACK Asset Management LLC 5
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 5
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 5
Spirepoint Private Client, Llc 5
Sterneck Capital Management, LLC 5
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 5
Growth Portfolio 5
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 5
Regents Of The University Of California 5
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 5
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 5
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 5
Wealth Group, Ltd. 5
Intelligent Financial Strategies 5
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 5
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 5
Fpc Investment Advisory, Inc. 5
Espalier Global Management LLC 5
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 5
Mizuho Bank, Ltd. 5
Wimmer Associates 1, Llc 5
Gantzert Investment Co Llc /adv 5
Atalaya Capital Management LP 5
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 5
Seeds Investor Llc 5
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF 5
Longview Partners (Guernsey) LTD 5
Covington Investment Advisors Inc. 5
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 5
WISNX - WILLIAM BLAIR FUNDS - William Blair International Small Cap Growth Fund Class N 5
Oppenheimer Main Street Mid Cap Fund 5
Peconic Partners Llc 5
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF 5
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 5
My Legacy Advisors, LLC 5
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 5
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 5
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 5
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 5
Glovista Investments LLC 5
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 5
Global Alpha Capital Management Ltd. 5
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 5
Accordant Advisory Group Inc 5
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 5
potrero capital research llc 5
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 5
Brookside Capital Management Llc 5
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 5
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5
PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A 5
Sound Shore Management Inc /ct/ 5
DLK Investment Management, LLC 5
Davis Selected Advisers 5
Capital Ventures International 5
American Funds Fundamental Investors 5
Pinnacle West Asset Management, Inc. 5
Apella Capital, LLC 5
Berkshire Bank 5
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 5
Seven Bridges Advisors LLC 5
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 5
LaSalle Street Capital Management, LLC 5
Thrivent Core Funds - Thrivent Core International Equity Fund 5
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 5
Cfs, Llc 5
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 5
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 5
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 5
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 5
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 5
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares 5
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 5
Brown Shipley& Co Ltd 5
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 5
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 5
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 5
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 5
Blackcrane Capital, Llc 5
Aull & Monroe Investment Management Corp 5
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 5
Wills Financial Group, Inc. 5
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 5
Ewa, Llc 5
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 5
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 5
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 5
Meritage Group LP 5
Titleist Asset Management, Llc 5
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 5
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 5
Zazove Convertible Securities Fund Inc 5
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 5
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 5
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 5
MTBA - Simplify Exchange Traded Funds - Simplify MBS ETF 5
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 5
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 5
Rutabaga Capital Management Llc/ma 5
Abel Hall, LLC 5
MONTX - MONETTA TRUST - Monetta Fund 5
AWEG - Alger ETF Trust - Alger Weatherbie Enduring Growth ETF 5
Domini Social Investments Llc 5
Blackrock Enhanced Global Dividend Trust 5
Seven Grand Managers, Llc 5
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 5
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 5
Goldman Sachs Asset Management, L.p. 5
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 5
Cognios Beta Neutral Large Cap Fund, Lp 5
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 5
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 5
Swiss Helvetia Fund, Inc. 5
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 5
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 5
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 5
Birch Capital Management, LLC 5
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 5
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 5
Pring Turner Capital Group Inc 5
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 5
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 5
First Allied Asset Management, Inc. 5
Unisphere Establishment 5
Peninsula Asset Management Inc 5
SCID - Global X Funds - Global X Scientific Beta Europe ETF 5
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares 5
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 5
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 5
First Financial Bankshares Inc 5
Lazari Capital Management, Inc. 5
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 5
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 5
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 5
Westerkirk Capital Inc. 5
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 5
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 5
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 5
Legacy Financial Strategies, LLC 5
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 5
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 5
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 5
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 5
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 5
SGINX - DEUTSCHE DWS INCOME TRUST - DWS GNMA Fund Class S 5
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 5
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 5
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 5
Spectrum Financial Alliance Ltd LLC 5
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 5
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 5
ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF 5
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 5
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 5
Madison Scottsdale, LC 5
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 5
Founders Capital Management, Llc 5
AIMZ Investment Advisors, LLC 5
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 5
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 5
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 5
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class 5
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 5
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 5
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 5
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 5
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 5
Bridges Investment Counsel Inc/ 5
Elevatus Welath Management 5
Deutsche Value Series, Inc 5
Codex Capital, L.L.C. 5
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional 5
Signature Wealth Management Group 5
Juniper Investment Company, LLC 5
Highwater Wealth Management, LLC 5
Cornell Pochily Investment Advisors, Inc. 5
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 5
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 5
Gold Investment Management Ltd. 5
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 5
Beach Investment Management, LLC. 5
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 5
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 5
New Republic Capital, LLC 5
BCMSX - Brown Capital Management Mutual Funds - The Brown Capital Management Mid Company Fund Investor Shares 5
Kopp Family Office, LLC 5
Bow Street, Llc 5
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares 5
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 5
Central Valley Advisors, Llc 5
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 5
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 5
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 5
Roof Eidam & Maycock/adv 5
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 5
Boomfish Wealth Group, LLC 5
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A 5
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 5
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 5
Northwest Bancshares, Inc. 5
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 5
Blue Rock Advisors, LLC 5
Barr E S & Co 5
Berkeley Capital Partners, LLC 5
Barton Investment Management 5
Fulcrum Asset Management LLP 5
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 5
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 5
Advantage Trust Co 5
Game Creek Capital, LP 5
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 5
Fielder Capital Group LLC 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 5
Patrick M Sweeney & Associates, Inc 5
Everpar Advisors Llc 5
Fore Capital, LLC 5
Investmark Advisory Group LLC 5
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A 5
Richard C. Young & CO., LTD. 5
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 5
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 5
Berry Wealth Group, LP 5
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 5
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 5
Intelligence Driven Advisers, LLC 5
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 5
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF 5
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 5
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 5
RELIANCE TRUST Co 5
Pioneer Series Trust I 5
Sentry LLC 5
Thames Capital Management Llc 5
First Trust High Income Long/short Fund 5
Aristotle Atlantic Partners, Llc 5
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 5
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 5
Pettyjohn, Wood & White, Inc 5
Neuberger Berman High Yield Strategies Fund Inc. 5
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 5
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 5
Northstar Investment Advisors Llc 5
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 5
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 5
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 5
Live Your Vision, LLC 5
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 5
Cullen Investment Group, Ltd. 5
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 5
Agran Libbie 5
Partners Capital Investment Group, Llp 5
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 5
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 5
Unio Capital LLC 5
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 5
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 5
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 5
Raub Brock Capital Management LP 5
Matrix Asset Advisors Inc/ny 5
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 5
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 5
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 5
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 5
Fishman Jay A Ltd/mi 5
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 5
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 5
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 5
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 5
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 5
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 5
Edgemoor Investment Advisors, Inc. 5
Red Spruce Capital, LLC 5
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 5
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 5
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 5
General American Investors Co Inc 5
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 5
Oak Asset Management, LLC 5
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 5
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 5
Leonard Green & Partners, L.P. 5
Stansberry Asset Management, Llc 5
Ballast, Inc. 5
Nan Shan Life Insurance Co., Ltd. 5
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 5
Capital Management Associates, Inc 5
Boston Research & Management Inc 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 5
BCS Private Wealth Management, Inc. 5
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 5
DRGMX - BNY Mellon U.S. Mortgage Fund, Inc. - BNY Mellon U.S. Mortgage Fund, Inc. Class Z 5
Fusion Investment Group, LLC 5
Guild Investment Management, Inc. 5
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 5
WECCX - WELLS FARGO FUNDS TRUST - Wells Fargo Endeavor Select Fund Class C 5
Quad Capital Management Advisors LLC 5
LexAurum Advisors, LLC 5
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 5
Armis Advisers, LLC 5
Lafayette Investments, Inc. 5
Independent Investors Inc 5
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 5
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 5
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 5
Dock Street Asset Management Inc 5
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 5
Nicollet Investment Management, Inc. 5
TPG Group Holdings (SBS) Advisors, Inc. 5
Cypress Wealth Services, LLC 5
RKL Wealth Management LLC 5
Bmc Fund Inc 5
Augustine Asset Management Inc 5
Blue Barn Wealth, LLC 5
Putnam Fund For Growth & Income 5
Waterway Wealth Management, LLC 5
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 5
Fund Evaluation Group, LLC 5
First Washington CORP 5
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 5
Aristotle Capital Boston, LLC 5
Ruffer LLP 5
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 5
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 5
Kinloch Capital, LLC 5
CNUSX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group International Equity Fund Share class 5
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 5
Aurdan Capital Management, LLC 5
United Fire Group Inc 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class 5
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 5
Northcape Wealth Management, Llc 5
Strategic Advocates LLC 5
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF 5
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 5
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 5
SS&H Financial Advisors, Inc. 5
Tt International 5
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 5
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 5
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 5
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 5
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 5
Versant Venture Management, LLC 5
B, B, H, & B Inc. 5
Rogco, Lp 5
New Age Alpha Funds Trust - NAA Allocation Fund Class C 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 5
Lynch & Associates/in 5
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 5
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 5
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 5
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 5
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 5
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 5
Kampmann Melissa S. 5
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class 5
Oppenheimer Global Strategic Income Fund 5
United Bank, Inc. 5
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 5
Oaktree Fund Advisors, LLC 5
Alken Asset Management Ltd. 5
Loeb Partners Corp 5
Vontobel Swiss Wealth Advisors AG 5
Sage Capital Management, LLC 5
Blue Clay Capital Management, LLC 5
Privium Fund Management B.V. 5
Alamea Verwaltungs GmbH 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
Kraematon Investment Advisors, Inc 5
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 5
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 5
Cardan Capital Partners, LLC 5
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 5
Deane Retirement Strategies, Inc. 5
Lau Associates Llc 5
Mid-American Wealth Advisory Group, Inc. 5
Barrington Strategic Wealth Management Group LLC 5
Thompson Rubinstein Investment Management Inc /or/ 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 5
Gyrus Investment Management Inc. 5
Roanoke Asset Management Corp/ Ny 5
Pantheon Investment Group, LLC 5
Must Asset Management Inc. 5
Zeke Lp /pa 5
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 5
O'Brien Wealth Partners LLC 5
M. Kulyk & Associates, LLC 5
Harbor Asset Planning, Inc. 5
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 5
Somerville Kurt F 5
Fayerweather Charles 5
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 5
360 Financial, Inc. 5
Kaizen Financial Strategies 5
Aquire Wealth Advisors, LLC 5
Astoria Portfolio Advisors LLC. 5
ELCO Management Co., LLC 5
Barry Investment Advisors, LLC 5
Cornerstone Capital, Inc. 5
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 5
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 5
SV Health Investors, LLC 5
Shanda Payment Holdings Ltd. 5
Brinton Eaton, Llc 5
Cypress Point Wealth Management, LLC 5
Monticello Wealth Management, Llc 5
Timberline Asset Management LLC 5
Kingstone Capital Partners Texas, LLC 5
StepStone Group LP 5
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 5
Carson Advisory Inc. 5
Elk River Wealth Management, LLC 5
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 5
ARS Wealth Advisors, LLC 5
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 5
Parr Mcknight Wealth Management Group, Llc 5
Torray Llc 5
Aspen Investment Management Inc 5
Bright Rock Capital Management, Llc 5
Trevor Stewart Burton & Jacobsen Inc 5
Investment Management Corp /va/ /adv 5
FLP Wealth Management, LLC 5
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 5
Green Alpha Advisors, LLC 5
Baupost Group Llc/ma 5
Mitchell & Pahl Private Wealth, Llc 5
Salem Capital Management Inc 5
ShoreHaven Wealth Partners, LLC 5
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 5
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 5
Randolph Co Inc 5
PENN SERIES FUNDS INC - Large Cap Growth Fund 5
Wealth Preservation Advisors, LLC 5
Octavia Wealth Advisors, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 5
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 5
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 5
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 5
Elgethun Capital Management 5
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I 5
Blueprint Investment Partners LLC 5
VGI Partners Ltd 5
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 5
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF 5
Tandem Investment Advisors, Inc. 5
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 5
Casdin Capital, LLC 5
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class 5
NWF Advisory Services Inc. 5
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 5
Community Bank & Trust, Waco, Texas 5
Scopia Capital Management Lp 5
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 5
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 5
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 5
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 5
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 5
Round Table Services, LLC 5
Peak Financial Management, Inc. 5
Asio Capital, LLC 5
Bridge Creek Capital Management LLC 5
Stonehearth Capital Management, LLC 5
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 5
Carlton Hofferkamp & Jenks Wealth Management, LLC 5
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 5
Berry Group, Llc 5
Sound Financial Strategies Group, LLC 5
Portland Global Advisors LLC 5
Quadrature Capital LLP 5
First Dallas Securities Inc. 5
GGIIX - GuideStone Funds - Global Impact Fund Investor 5
Sweet Financial Partners, LLC 5
Leith Wheeler Investment Counsel Ltd. 5
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 5
Blenheim Capital Management, BV 5
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 5
Kazazian Asset Management, LLC 5
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 5
LeJeune Puetz Investment Counsel LLC 5
Delaney Dennis R 5
Rather & Kittrell, Inc. 5
Smithbridge Asset Management Inc/de 5
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 5
Vancity Investment Management Ltd 5
Tairen Capital Ltd 5
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 5
Fi3 FINANCIAL ADVISORS, LLC 5
Boltwood Capital Management 5
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 5
Future Fund LLC 5
Gries Financial Llc 5
First Business Financial Services, Inc. 5
Old Mission Capital, Llc 5
Mendel Money Management 5
Phraction Management LLC 5
Vazirani Asset Management LLC 5
Ritter Daniher Financial Advisory, Llc 5
EVR Research LP 5
Country Fund Management 5
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 5
Sky Investment Group LLC 5
Mattern Capital Management, Llc 5
Demars Financial Group, LLC 5
Seascape Capital Management 5
Paradigm, Strategies in Wealth Management, LLC 5
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 5
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 5
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 5
Winchester Group Inc. 5
DORCHESTER WEALTH MANAGEMENT Co 5
Precision Wealth Strategies, LLC 5
Argent Wealth Management LLC 5
Icm Asset Management Inc/wa 5
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 5
Majedie Asset Management Ltd 5
Invenire Partners, LP 5
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 5
Waterfront Wealth Inc. 5
Naviter Wealth, LLC 5
Willis Johnson & Associates, Inc. 5
Beacon Trust Co 5
Blue Whale Capital LLP 5
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 5
Tacita Capital Inc 5
Kempner Capital Management Inc. 5
Lazard Freres Gestion S.A.S. 5
Addison Capital Co 5
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 5
Tourbillon Capital Partners, L.P. 5
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 5
Anderson Financial Strategies, LLC 5
Sapience Investments, LLC 5
Austin Private Wealth, LLC 5
Goodman Advisory Group, LLC 5
Bank of Marin 5
Botty Investors LLC 5
Logan Stone Capital, LLC 5
Moser Wealth Advisors, LLC 5
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 5
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 5
Purus Wealth Management, LLC 5
Firethorn Wealth Partners, Llc 5
Harvest Volatility Management Llc 5
Caz Investments Lp 5
Security National Bank Of Sioux City Iowa /ia/ 5
Navis Wealth Advisors, LLC 5
HBC Financial Services, PLLC 5
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 5
VCKSX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Growth Fund Class C 5
Banque de Luxembourg S.A. 5
Twin Lakes Capital Management, LLC 5
Emerald Advisors, LLC 5
Cooperman Leon G 5
Haber Trilix Advisors, Lp 5
Lagoda Investment Management, L.P. 5
Professional Financial Advisors, LLC 5
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 5
Keene & Associates, Inc. 5
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 5
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 5
Genworth Financial Inc 5
Tiger Global Management Llc 5
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 5
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 5
William Harris Investors Inc 5
Reyes Financial Architecture, Inc. 5
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 5
Birmingham Capital Management Co Inc/al 5
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 5
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 5
Putnam Funds Trust - Putnam Capital Spectrum Fund Class A 5
Access Financial Services, Inc. 5
Aperture Investors, LLC 5
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 5
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 5
Miller Howard Investments Inc /ny 5
Lincoln Capital Corp 5
Ursa Fund Management, LLC 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 5
Cottage Street Advisors LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 5
Nearwater Capital Markets, Ltd 5
Aspire Growth Partners LLC 5
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 5
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares 5
Northstar Group, Inc. 5
Minerva Advisors LLC 5
Highland Global Allocation Fund 5
Marvin & Palmer Associates Inc 5
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 5
Investment Counsel Co Of Nevada 5
Petros Family Wealth, LLC 5
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 5
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A 5
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 5
Groesbeck Investment Management Corp /nj/ 5
Sentinus, LLC 5
Nadler Financial Group, Inc. 5
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF 5
Hokanson Associates, Inc. 5
Avalon Global Asset Management LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 5
Conquis Financial Llc 5
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 5
Townsend Asset Management Corp /nc/ /adv 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 5
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 5
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 5
Conservest Capital Advisors, Inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class 5
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 5
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C 5
Graney & King, LLC 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 5
Hamel Associates, Inc. 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 5
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund 5
Taika Capital, LP 5
PBMares Wealth Management LLC 5
Flagship Wealth Advisors, Llc 5
Greykasell Wealth Strategies, Inc. 5
Andromeda Capital LLC 5
Asset Management Corp /il/ /adv 5
Impact Capital Partners LLC 5
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 5
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 5
Wealth High Governance Capital Ltda 5
Heartwood Wealth Advisors LLC 5
Synergy Investment Management, LLC 5
BlueStem Wealth Partners, LLC 5
Chimera Capital Management LLC 5
Equity Investment Corp/ga 5
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 5
Align Wealth Management, LLC 5
Harvest Capital Strategies LLC 5
Lbmc Investment Advisors, Llc 5
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 5
Advyzon Investment Management, LLC 5
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 5
Benedict Financial Advisors Inc 5
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 5
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 5
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 5
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 5
Bank OZK 5
Constellation Wealth Advisors, LLC 5
Breakwater Capital Group 5
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 5
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 5
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 5
SignalPoint Asset Management, LLC 5
Schroder Capital Funds (delaware) 5
St. James Investment Company, LLC 5
Topline Capital Management, LLC 5
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 5
Pineno Levin & Ford Asset Management, Inc. 5
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 5
Friedberg Investment Management 5
Petredis Investment Advisors Llc 5
Hendley & Co Inc 5
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 5
Comprehensive Financial Planning, Inc./PA 5
Cadence Bank Na 5
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 5
Gritstone Asset Management Llc 5
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 5
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 5
Midas Management Corp 5
Beaumont Asset Management, L.L.C. 5
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 5
Tradition Asset Management Llc 5
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 5
Rudd International, Inc. 5
MRP Capital Investments, LLC 5
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 5
Hudson Executive Capital LP 5
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 5
Avantra Family Wealth, Inc. 5
Nokota Management, LP 5
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 5
FEDERATED INSURANCE SERIES - Federated Fund for U.S. Government Securities II 5
Lansdowne Partners (uk) Llp 5
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 5
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 5
Tanglewood Legacy Advisors, LLC 5
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares 5
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 5
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares 5
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 5
Fort Sheridan Advisors Llc 5
Regal Wealth Group, Inc. 5
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 5
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 5
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 5
Gs Investments, Inc. 5
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 5
Evanston Investments, Inc., dba Evanston Advisors 5
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 5
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 5
PENN SERIES FUNDS INC - Large Growth Stock Fund 5
Benchmark Capital Advisors 5
Copley Financial Group, Inc. 5
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 5
Ninepoint Partners LP 5
RDA Financial Network 5
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 5
RVW Wealth, LLC 5
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 5
Harvest Portfolios Group Inc. 5
Jupiter Wealth Management LLC 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
Moab Capital Partners LLC 5
Sage Rhino Capital Llc 5
Means Investment Co., Inc. 5
Vista Private Wealth Partners. LLC 5
MXGMX - GREAT-WEST FUNDS INC - Great-West U.S. Government Securities Fund Investor Class 5
Delphi Management Inc /ma/ 5
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 5
Silver Rock Financial LP 5
Financial Freedom, LLC 5
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 5
Bmt Investment Advisors 5
Andrew Hill Investment Advisors, Inc. 5
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 5
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 5
KG&L Capital Management,LLC 5
Mork Capital Management, LLC 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 5
Sather Financial Group Inc 5
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 5
Adell Harriman & Carpenter Inc 5
Fca Corp /tx 5
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 5
SGL Investment Advisors, Inc. 5
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 5
Brophy Wealth Management, LLC 5
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 5
Kensico Capital Management Corp 5
Adirondack Funds 5
WMKGX - WESMARK FUNDS - WesMark Growth Fund 5
Thrivent Church Loan & Income Fund 5
Ascension Asset Management LLC 5
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 5
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 5
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 5
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 5
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 5
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 5
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 5
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 5
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 5
Peoples Bank /oh 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 5
Hikari Tsushin, Inc. 5
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 5
TFB Advisors LLC 5
MTGP - WisdomTree Trust - WisdomTree Mortgage Plus Bond Fund N/A 5
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 5
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 5
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 5
Ks Management Corp 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 5
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 5
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 5
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I 5
Dillon & Associates Inc 5
Full Sail Capital, LLC 5
Invesco Senior Income Trust 5
LRT Capital Management, LLC 5
Burren Capital Advisors Ltd 5
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 5
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 5
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 5
Cunning Capital Partners, LP 5
CCLA Investment Management Ltd 5
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 5
Gallagher Fiduciary Advisors, LLC 5
Caliber Wealth Management, LLC / KS 5
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 5
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 5
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 5
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 5
Menora Mivtachim Holdings Ltd. 5
Gateway Wealth Partners, LLC 5
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 5
Magellan Asset Management Ltd 5
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 5
Cushing Asset Management, Lp 5
Voya International High Dividend Equity Income Fund 5
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 5
Blackston Financial Advisory Group, LLC 5
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 5
Putnam High Income Securities Fund 5
Payden & Rygel 5
South Georgia Capital, Llc 5
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 5
William B. Walkup & Associates, Inc. 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
VACVX - VALIC Co II - Large Cap Value Fund 5
VISEX - VALIC Co II - International Opportunities Fund 5
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 5
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 5
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 5
Jacobus Wealth Management, Inc. 5
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares 5
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 5
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 5
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 5
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 5
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 5
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology 5
Novare Capital Management Llc 5
Nuveen Senior Income Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 5
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 5
BIGTX - Monteagle Funds - The Texas Fund Class I 5
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 5
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 5
Aspetuck Financial Management LLC 4
William Allan, Llc 4
Sara-Bay Financial 4
Lathrop Investment Management Corp 4
Thrive Wealth Management, LLC 4
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A 4
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 4
Capricorn Fund Managers Ltd 4
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 4
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 4
Manhattan West Asset Management, LLC 4
Garland Capital Management Inc 4
Hoertkorn Richard Charles 4
Orbitronix, LP 4
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 4
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 4
Investment Advisory Group, LLC 4
13D Management LLC 4
Laurel Grove Capital, LLC 4
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 4
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 4
Saxon Interests, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 4
Norman Fields, Gottscho Capital Management, LLC 4
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 4
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 4
Applied Research Investments, Llc 4
Monograph Wealth Advisors, Llc 4
Ulysses Management LLC 4
GWM Asset Management Ltd 4
Nekton Capital Ltd. 4
Heritage Investment Group, Inc. 4
NTB Financial Corp 4
Vivo Capital, LLC 4
Greenup Street Wealth Management Llc 4
Evolution Advisers, Inc. 4
Junto Capital Management LP 4
Ameliora Wealth Management Ltd. 4
Pine Haven Investment Counsel, Inc 4
Montrusco Bolton Investments Inc. 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
GERM - ETF Managers Trust - ETFMG Treatments, Testing and Advancements ETF 4
Kemnay Advisory Services Inc. 4
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 4
Norwood Financial Corp 4
M. Kraus & Co 4
Wallace Capital Management Inc. 4
Adi Capital Management LLC 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 4
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) 4
National Mutual Insurance Federation of Agricultural Cooperatives 4
Tegean Capital Management, Llc 4
F&V Capital Management, LLC 4
Nitorum Capital, L.P. 4
Arrowgrass Capital Partners Llp 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
Stillwater Investment Management, LLC 4
Renaissance Investment Group LLC 4
Bowman & Co S.C. 4
Ken Stern & Associates, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 4
Platinum Management (NY) LLC 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 4
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 4
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 4
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 4
Columbia Pacific Advisors, LLC 4
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 4
GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class 4
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio 4
Think Investments LP 4
Doheny Asset Management /ca 4
Brandywine Managers, Llc 4
Otter Creek Management Inc 4
Highview Capital Management LLC/DE/ 4
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 4
Lasry Marc 4
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund 4
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 4
Landmark Wealth Management, LLC 4
Shelton Wealth Management, Llc 4
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 4
Miller Investment Management, LP 4
J2 Capital Management Inc 4
TKG Advisors, LLC 4
Lattice Capital Management, LLC 4
Creegan & Nassoura Financial Group, LLC 4
White Knight Strategic Wealth Advisors, LLC 4
IMPACTfolio, LLC 4
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 4
Braver Wealth Management, LLC 4
Davis-rea Ltd. 4
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 4
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF 4
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF 4
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF 4
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF 4
Holland Capital Management Llc 4
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 4
Risk Paradigm Group, LLC 4
Capital Group Private Client Services, Inc. 4
Kercheville Advisors, LLC 4
Independent Wealth Network Inc. 4
J.P. Turner & Co Capital Mnagement, LLC 4
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 4
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund 4
ALPS ETF Trust - ALPS Hillman Active Value ETF 4
Beaconlight Capital, Llc 4
ARS Wealth Advisors Group, LLC 4
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 4
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 4
Bft Financial Group, Llc 4
New England Private Wealth Advisors LLC 4
Private Wealth Advisors, LLC 4
Gibson Capital, LLC 4
Boyer & Corporon Wealth Management, LLC 4
Fic Capital Inc 4
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 4
Giverny Capital Inc. 4
Btr Capital Management Inc 4
Bolton Lp 4
Professional Advisory Services Inc 4
Scharf Investments, Llc 4
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 4
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 4
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 4
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF 4
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P 4
Efficient Market Advisors, LLC 4
Institutional Capital Llc 4
LOPX - Direxion Shares ETF Trust - Direxion Low Priced Stock ETF 4
Mid Continent Capital Llc/il 4
Jabodon Pt Co 4
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF 4
Keystone Financial Planning, Inc. 4
Blue Square Asset Management, Llc 4
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 4
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 4
LifePro Asset Management 4
Prairiewood Capital, LLC 4
Grant/GrossMendelsohn, LLC 4
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 4
Biltmore Wealth Management, LLC 4
Northstar Advisory Group, LLC 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
Winning Points Advisors, LLC 4
David J Yvars Group 4
Capital Investment Services of America, Inc. 4
Foster Group, Inc. 4
Harbor Group, Inc. 4
Lynwood Capital Management Inc. 4
ParenteBeard Wealth Management, LLC 4
Realm Partners LLC 4
McLean Asset Management Corp 4
Ayalon Holdings Ltd. 4
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 4
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 4
MSS Series Trust - One Rock Fund 4
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 4
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 4
Clear Perspectives Financial Planning, LLC 4
PCJ Investment Counsel Ltd. 4
Flagship Private Wealth, LLC 4
Peak Financial Advisors Llc 4
Riversville Capital, Inc. 4
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF 4
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 4
Parametric Risk Advisors LLC 4
Galvin, Gaustad & Stein, LLC 4
Adams Hall Wealth Advisors, LLC 4
San Luis Wealth Advisors LLC 4
Wormser Freres Gestion 4
Himension Fund 4
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 4
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 4
Avenue 1 Advisors, LLC 4
Pinney & Scofield, Inc. 4
Ariose Capital Management Ltd 4
Ami Investment Management Inc 4
Connolly Sarah T. 4
Springhouse Capital Management, LP 4
Mma Asset Management Llc 4
Navigation Wealth Management, Inc. 4
NZS Capital, LLC 4
Andar Capital Management HK Ltd 4
Montis Financial, LLC 4
Alydar Partners Llc 4
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 4
Oder Investment Management, LLC 4
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 4
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 4
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares 4
AAFMAA Wealth Management & Trust LLC 4
Weatherstone Capital Management 4
Greystone Financial Group, LLC 4
HCMAX - ALPS Series Trust - Hillman Value Fund 4
Cadent Capital Advisors, LLC 4
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 4
Feis Lawrence Michael 4
Investment Counsel Inc. 4
Curated Wealth Partners LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard 4
Wellesley Investment Partners, LLC 4
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 4
Price Michael F 4
Oxler Private Wealth LLC 4
MBA Advisors LLC 4
Rainier Family Wealth Inc 4
Argent Trust Company, N.a. 4
MBL Wealth, LLC 4
Union Heritage Capital, LLC 4
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 4
Westbourne Investments, Inc. 4
Quantitative Value Technologies, Llc 4
Alcosta Capital Management, Inc. 4
First Bancorp, Inc /ME/ 4
Jones Road Capital Management, L.p. 4
Heron Bay Capital Management 4
Navalign, LLC 4
Red Oak Partners, LLC 4
Onyx Bridge Wealth Group LLC 4
American Financial Group Inc 4
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND 4
Vanguard Chester Funds 4
Blue Water Life Science Advisors, LLC 4
PHSWX - MSS Series Trust - Parvin Hedged Equity Solari World Fund 4
Freemont Management S.A. 4
Loeb King Trust 4
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 4
Crestone Asset Management LLC 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
Tabor Asset Management, LP 4
Measured Risk Portfolios, Inc. 4
4D Advisors, LLC 4
Kleinwort Benson Investors Dublin Ltd 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
Claris Financial LLC 4
Three Seasons Wealth, LLC 4
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 4
Union Square Park Capital Management, LLC 4
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 4
Del Mar Asset Management, LP 4
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 4
CPG Cooper Square International Equity, LLC 4
Bastion Asset Management Inc. 4
MSEAX - MAINSTAY FUNDS - MainStay MacKay International Equity Fund Class A 4
Castlekeep Investment Advisors Llc 4
Keyvantage Wealth, Llc 4
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 4
Science & Technology Partners, L.P. 4
Dauntless Investment Group, LLC 4
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 4
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 4
Fortress Private Ledger, Llc 4
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 4
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 4
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 4
Global Strategic Investment Solutions, LLC 4
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 4
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 4
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 4
Aware Super Pty Ltd as trustee of Aware Super 4
NFP Retirement, Inc. 4
Hsbc Portfolios 4
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 4
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 4
Columbia Funds Variable Insurance Trust I 4
Financially Speaking Inc 4
Runnymede Capital Advisors, Inc. 4
NWLEX - NATIONWIDE MUTUAL FUNDS - Nationwide Long/Short Equity Fund Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 4
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 4
Hopwood Financial Services, Inc. 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
Vision Financial Markets Llc 4
Sherman Asset Management, Inc. 4
Putnam Voyager Fund 4
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 4
IEV - iSHARES TRUST - iShares Europe ETF 4
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 4
Investor Ab 4
Abound Financial, Llc 4
bLong Financial, LLC 4
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 4
Rothschild & Co Wealth Management UK Ltd 4
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 4
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 4
Oneamerica Funds Inc 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 4
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 4
Sovran Advisors, LLC 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 4
Longboard Asset Management, LP 4
Eq Wealth Advisors, Llc 4
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
Tranquility Partners, LLC 4
Westhampton Capital, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 4
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 4
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 4
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 4
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 4
Genesis Private Wealth, Llc 4
Pines Wealth Management, LLC 4
Julex Capital Management, Llc 4
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 4
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 4
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 4
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 4
SMART Wealth LLC 4
Lantz Financial LLC 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 4
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 4
Shorepoint Capital Partners LLC 4
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 4
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 4
Atwater Malick LLC 4
LTFAX - COLUMBIA ACORN TRUST - Columbia Acorn Select Class A 4
Mindset Wealth Management, Llc 4
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 4
Concord Asset Management, LLC/VA 4
Mainstream Capital Management LLC 4
RKSAX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller US Small Cap Core Fund Class A 4
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 4
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
Pathlight Investors Llc 4
Albar Capital Ltd 4
CWC Advisors, LLC. 4
Kcl Capital, L.p. 4
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 4
Axecap Investments, LLC 4
Vis Vires Group, Inc. 4
Villanova Investment Management Co LLC 4
H2o Am Llp 4
MorganRosel Wealth Management, LLC 4
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 4
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 4
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 4
Howard Financial Services, Ltd. 4
Sycomore Asset Management 4
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 4
Riverstone Advisors, LLC 4
Miramar Capital, LLC 4
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 4
NCP Inc. 4
Southpoint Capital Advisors LP 4
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 4
Gates Capital Management, Inc. 4
Tech Square Trading Lp 4
Lone Pine Capital Llc 4
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 4
Frisch Financial Group, Inc. 4
Ariadne Wealth Management, LP 4
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF 4
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 4
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 4
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 4
CGIB - Capital Group Fixed Income ETF Trust - Capital Group International Bond ETF (USD-Hedged) Share class 4
Europacific Growth Fund 4
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 4
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderate Portfolio Class 2 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 4
Stamos Capital Partners, L.p. 4
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 4
Financial Advisors, LLC 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Conservative Portfolio Class 2 4
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 4
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 4
Unified Trust Company, N.A. 4
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 4
Mirae Asset Securities (usa) Inc. 4
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 4
Brass Tax Wealth Management, Inc 4
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 4
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 4
ZynergyRetirementPlanningLLC 4
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 4
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 4
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 4
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 4
FSZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Switzerland AlphaDEX Fund 4
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Aggressive Portfolio Class 2 4
Galibier Capital Management Ltd. 4
D. E. Shaw & Co, L.p. 4
Private Portfolio Partners Llc 4
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 4
Pasadena Private Wealth, LLC 4
Advisory Resource Group 4
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A 4
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 4
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 4
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 4
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 4
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 4
SRN Advisors, LLC 4
Dougherty Wealth Advisers LLC 4
PYGNX - PAYDEN & RYGEL INVESTMENT GROUP - Payden GNMA Fund (Investor Class) 4
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 4
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 4
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 4
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 4
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 4
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 4
Vista Investment Partners Llc 4
Windsor Creek Advisors, Llc 4
Watts Gwilliam & Co., LLC 4
Huber Capital Management LLC 4
Summit Wealth & Retirement Planning, Inc. 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Aggressive Portfolio Class 2 4
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 4
Econ Financial Services Corp 4
Perissos Private Wealth Management, LLC 4
Atlanta Consulting Group Advisors, LLC 4
TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class 4
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
Gratus Wealth Advisors, LLC 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Conservative Portfolio Class 4 4
V2 Financial group LLC 4
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 4
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 4
New World Fund Inc 4
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 4
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 4
Hurlow Wealth Management Group, Inc. 4
Signet Investment Advisory Group, Inc. 4
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 4
Embree Financial Group 4
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class 4
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 4
Beck Capital Management, Llc 4
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 4
Cardinal Capital Management Llc /ct 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 4
Allianz Global Investors U.S. Holdings LLC 4
Gemini Master Fund Ltd 4
Nwq Investment Management Company, Llc 4
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 4
Granite Group Advisors, LLC 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class 4
Henry James International Management Inc. 4
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 4
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
TSP Capital Management Group, LLC 4
Raging Capital Management, LLC 4
AGH Wealth Advisors, LLC 4
Old Port Advisors 4
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 4
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 4
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 4
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio 4
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 4
Cox Capital Mgt LLC 4
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 4
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 4
Trigran Investments, Inc. 4
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF 4
Proathlete Wealth Management Llc 4
Napa Wealth Management 4
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund 4
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 4
Clarity Capital Partners LLC 4
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 4
Aj Wealth Strategies, Llc 4
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 4
Hourglass Capital, Llc 4
United Advisor Group, LLC 4
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 4
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF 4
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 4
QSV Equity Investors LLC 4
Lummis Asset Management, LP 4
Inspire Trust Co, N.a. 4
Cloverdale Capital Management, LLC 4
Midland Wealth Advisors Llc 4
Capital Advantage, Inc. 4
Wellington Wealth Strategies, LLC. 4
Cushing Mutual Funds Trust - Cushing® SMID Growth Focused Fund Class I Shares 4
Canal Capital Management, LLC 4
Polymer Capital Management (HK) LTD 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
Christopher J. Hasenberg, Inc 4
Vista Investment Management 4
1858 Wealth Management, Llc 4
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 4
Dynamic Wealth Strategies, LLC 4
Berkshire Capital Holdings Inc 4
Mason Investment Advisory Services, Inc. 4
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 4
Accident Compensation Corp 4
Aviso Wealth Management 4
Maia Wealth LLC 4
Fieldpoint Private Advisors, Inc 4
J. Stern & Co. LLP 4
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
Steward Partners Investment Solutions, Llc 4
Maxwell Wealth Strategies Inc. 4
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 4
Stokes Capital Advisors, LLC 4
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares 4
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 4
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares 4
MN Wealth Advisors, LLC 4
Darden Wealth Group Inc 4
Kite Lake Capital Management (uk) Llp 4
Q3 Asset Management 4
Stablepoint Partners, LLC 4
Chesapeake Capital Corp /il/ 4
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 4
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 4
Partnership Wealth Management, LLC 4
Stony Point Wealth Management Inc. 4
First Sabrepoint Capital Management Lp 4
New Potomac Partners, LLC 4
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 4
Ar Asset Management Inc 4
Steele Capital Management, Inc. 4
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 4
Tactive Advisors, LLC 4
All Terrain Financial Advisors, LLC 4
MSF Capital, LLC 4
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 4
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 4
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares 4
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 4
Bigger Capital, LLC 4
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 4
HTLF Bank 4
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 4
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 4
Harvest Capital Management Inc 4
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 4
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 4
Northstar Capital Management Llc 4
Diamant Asset Management, Inc. 4
Lucia Wealth Services, Llc 4
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 4
KLCM Advisors, Inc. 4
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 4
X-Square Capital, LLC 4
Khp Capital, Llc 4
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF 4
Pegasus Asset Management, Inc. 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 4
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 4
Hc Financial Advisors, Inc. 4
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 4
Cutler Investment Counsel Llc 4
Rock Point Advisors, LLC 4
RGM Capital, LLC 4
Vestpro Financial Partners, Inc. Dba Cpf Texas 4
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 4
Bigelow Investment Advisors, LLC 4
Successful Portfolios LLC 4
Nikulski Financial, Inc. 4
Biechele Royce Advisors 4
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares 4
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 4
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 4
Netols Asset Management, Inc. 4
Crow Point Global Dividend Plus Fund 4
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 4
Columbia Etf Trust 4
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 4
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 4
Argent Trust Co 4
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 4
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 4
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund 4
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 4
LJI Wealth Management, LLC 4
Southland Equity Partners LLC 4
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 4
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 4
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 4
Letson Investment Management, Inc. 4
S.H.N. Financial Investments Ltd. 4
Burns Matteson Capital Management, LLC 4
Birinyi Associates Inc 4
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 4
Western Asset Variable Rate Strategic Fund Inc. 4
OTPIX - Profunds - Nasdaq-100 Profund Investor Class 4
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class 4
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class 4
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 4
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 4
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 4
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 4
Muhlenkamp & Co Inc 4
VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A 4
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 4
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 4
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 4
Werlinich Asset Management, LLC 4
Wilkins Investment Counsel Inc 4
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 4
Tcw Alternative Funds 4
Davidson & Garrard Inc 4
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF 4
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 4
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 4
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 4
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 4
GSG Advisors LLC 4
Alpine Global Dynamic Dividend Fund 4
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 4
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 4
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 4
Shariaportfolio, Inc. 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund 4
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 4
Alpine Total Dynamic Dividend Fund 4
Afam Capital, Inc. 4
ABVAX - AB TRUST - AB Value Fund Class A 4
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 4
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 4
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 4
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 4
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 4
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 4
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 4
ADVANCED SERIES TRUST - AST Jennison Large-Cap Growth Portfolio 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 4
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 4
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 4
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 4
Oppenheimer Main Street Small Cap Fund 4
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 4
Tax-managed Global Small-cap Portfolio 4
Prosperity Wealth Management, Inc. 4
Victory Institutional Funds 4
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 4
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 4
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares 4
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 4
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 4
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 4
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 4
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 4
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 4
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 4
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 4
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 4
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A 4
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 4
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 4
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 4
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 4
Van Berkom & Associates Inc. 4
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 4
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 4
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 4
Invesco, Llc 4
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF 4
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 4
BOSS - Global X Funds - Global X Founder-Run Companies ETF 4
ABASX - AB TRUST - AB Discovery Value Fund Class A 4
TARKX - Clark Fork Trust - Tarkio Fund 4
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 4
EDENTREE ASSET MANAGEMENT Ltd 4
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 4
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 4
Van Strum & Towne Inc. 4
Seven Mile Advisory 4
Beacon Financial Advisory LLC 4
Pioneer Floating Rate Trust 4
Sagard Holdings Management Inc. 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 4
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 4
Eaton Vance Floating-rate Income Plus Fund 4
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 4
Sheedy Charles E 4
Bmt Investment Funds 4
Mpm Asset Management Llc 4
Sandell Asset Management Corp 4
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 4
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 4
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 4
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 4
Wright Managed Equity Trust 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Minneapolis Portfolio Management Group, LLC 4
First County Bank /CT/ 4
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 4
Loudon Investment Management, LLC 4
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 4
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 4
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 4
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 4
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 4
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 4
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 4
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 4
Ssga Master Trust 4
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 4
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 4
Blackrock Enhanced Capital & Income Fund, Inc. 4
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 4
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 4
CISGX - Touchstone Institutional Funds Trust - Touchstone Sands Capital Institutional Growth Fund 4
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 4
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 4
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 4
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 4
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 4
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 4
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 4
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 4
Abacus Wealth Partners, LLC 4
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 4
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 4
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia 4
John W. Brooker & Co., CPAs 4
Radoff Bradley Louis 4
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 4
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 4
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 4
PICTET BANK & TRUST Ltd 4
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 4
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 4
Veritas Investment Management (UK) Ltd 4
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 4
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 4
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 4
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 4
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 4
Schneider Downs Wealth Management Advisors, LP 4
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 4
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 4
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 4
AQINX - AQR Funds - AQR International Equity Fund Class N 4
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 4
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class 4
FHSRX - Federated Adviser Series - Federated Hermes Global Small Cap Fund Class C Shares 4
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 4
Delek Group, Ltd. 4
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y 4
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 4
Sensible Financial Planning & Management, LLC. 4
Brady Family Wealth, Llc 4
Copia Wealth Management 4
Eaton Vance Floating-rate 2022 Target Term Trust 4
Nuveen Emerging Markets Debt 2022 Target Term Fund 4
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 4
Permian Investment Partners, LP 4
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 4
Legacy Trust 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 4
Hillcrest Asset Management LLC 4
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 4
VCNIX - VALIC Co I - Nasdaq-100 Index Fund 4
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H 4
Dividend Builder Portfolio 4
Large-cap Value Portfolio 4
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 4
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 4
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 4
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 4
QLD - PROSHARES TRUST - ProShares Ultra QQQ 4
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ 4
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 4
UXI - PROSHARES TRUST - ProShares Ultra Industrials 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
NOIGX - Northern Funds - Northern International Equity Fund 4
Prudential Global Short Duration High Yield Fund, Inc. 4
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 4
Watershed Asset Management, L.L.C. 4
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
Knightsbridge Asset Management, Llc 4
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 4
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 4
Oppenheimer Main Street All Cap Fund 4
ULTRA SERIES FUND - Core Bond Fund Class I 4
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 4
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 4
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 4
MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class 4
Anb Bank 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 4
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 4
LaSalle St. Investment Advisors, LLC 4
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 4
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 4
Bensler, LLC 4
FEUGX - FEDERATED ADJUSTABLE RATE SECURITIES FUND - FEDERATED ADJUSTABLE RATE SECURITIES FUND Service Shares 4
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 4
JHGEX - John Hancock Funds II - Global Equity Fund Class A 4
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 4
Talbot Financial, LLC 4
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 4
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 4
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 4
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 4
DRIPX - MP63 FUND INC - MP63 Fund 4
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 4
Claymore Exchange-traded Fund Trust 2 4
GQETX - GMO TRUST - GMO Quality Fund Class III 4
Oppenheimer Capital Appreciation Fund 4
Oppenheimer Main Street Funds 4
Invesco High Income Trust Ii 4
AlphaQ Advisors LLC 4
Arlington Financial Advisors, LLC 4
Harbour Investment Management Llc 4
Sustainable Growth Advisers, LP 4
LOM Asset Management Ltd 4
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 4
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 4
White Lighthouse Investment Management Inc. 4
S. R. Schill & Associates 4
STF Management LP 4
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 4
Tweedy, Browne Co LLC 4
Long Focus Capital Management, Llc 4
Tanaka Capital Management Inc 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
Newport Trust Co 4
Ark Investment Management Llc 4
Turim 21 Investimentos Ltda. 4
Valley Forge Asset Management, Llc 4
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class 4
Core Wealth Partners LLC 4
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 4
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 4
Pinnacle Family Advisors, LLC 4
Taylor, Cottrill LLC 4
Carr Financial Group Corp 4
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 4
Garden State Investment Advisory Services LLC 4
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 4
Boxer Capital, LLC 4
Alpine Group Usvi, Llc 4
Tejara Capital Ltd 4
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 4
Sage Capital Advisors,llc 4
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 4
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 4
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 4
Cantor Fitzgerald Investment Adviser L.p. 4
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 4
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 4
NIOAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Small Cap Fund Class A 4
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund 4
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity 4
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 4
Egerton Capital (UK) LLP 4
Rench Wealth Management, Inc. 4
First Western Capital Management Co 4
Financial & Tax Architects, LLC 4
XY Capital Ltd 4
Garrison Bradford & Associates Inc 4
Millington Financial Advisors, LLC 4
Riverview Capital Advisers, LLC 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 4
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 4
Milestone Asset Management, Llc 4
Forza Wealth Management, LLC 4
Spf Beheer Bv 4
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Government Portfolio Initial Class 4
Seed Wealth Management, Inc. 4
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 4
Alleghany Corp /de 4
Schear Investment Advisers, LLC 4
Meridian Management Co 4
Western Financial Corp/CA 4
Retirement Financial Solutions, Llc 4
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 4
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 4
Cairn Investment Group, Inc. 4
Evelyn Partners Investment Management (Europe) Ltd 4
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 4
Adalta Capital Management LLC 4
First Financial Equity Corporation 4
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 4
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares 4
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 4
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity 4
Pragma Gestao De Patrimonio Ltd 4
Family Legacy, Inc. 4
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares 4
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 4
Guardian Variable Products Trust - Guardian International Value VIP Fund 4
Epiq Partners, Llc 4
Ti-trust, Inc 4
Warther Private Wealth, LLC 4
Troluce Capital Advisors LLC 4
Evelyn Partners Asset Management Ltd 4
Baskin Financial Services Inc. 4
Dakota Community Bank & Trust NA 4
Three Bridge Wealth Advisors, LLC 4
Invesco Qqq Trust, Series 1 4
Commonwealth Financial Services, LLC 4
300 North Capital, Llc 4
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 4
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 4
AMJ Financial Wealth Management 4
Elkhorn Investments, LLC 4
Cable Car Capital LLC 4
Atlas Merchant Capital LLC 4
One Charles Private Wealth Services, LLC 4
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF 4
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 4
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A 4
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF 4
Shepherd Financial Partners LLC 4
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 4
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 4
Fort Pitt Capital Group Inc 4
Horan Capital Management 4
Weybosset Research & Management Llc 4
Guardian Variable Products Trust - Guardian International Growth VIP Fund 4
CACG - Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ETF 4
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 4
TUG - Listed Funds Trust - STF Tactical Growth ETF 4
Pinpoint Asset Management Ltd 4
Vantage Financial Partners Ltd., Inc. 4
North Point Portfolio Managers Corp/oh 4
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 4
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 4
Mondrian Investment Partners LTD 4
Excalibur Management Corp 4
Madison Avenue Partners, LP 4
Bcm Advisors, Llc 4
Lederer & Associates Investment Counsel/ca 4
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 4
Susquehanna Trust & Investment Co 4
Marietta Wealth Management, LLC 4
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 4
Parsifal Capital Management, LP 4
Private Wealth Strategies, L.L.C. 4
Asset Advisors Corp 4
Interwest Venture Management Co 4
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 4
WP Advisors, LLC 4
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 4
Goodman Financial Corp 4
Concentric Wealth Management, Llc 4
Abbrea Capital, LLC 4
Sicart Associates LLC 4
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 4
Tavio Capital LLC 4
Equity Investment Corp 4
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 4
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 4
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 4
QV Investors Inc. 4
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 4
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 4
Wealth Enhancement & Preservation of GA, LLC 4
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 4
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 4
Presidio Capital Management, LLC 4
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 4
Trustco Bank Corp N Y 4
Edmp, Inc. 4
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 4
F/M Funds Trust - F/m Investments Large Cap Focused Fund Institutional Class Shares 4
Armstrong Henry H Associates Inc 4
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 4
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 4
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 4
Vector Wealth Management, Llc 4
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 4
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 4
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 4
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 4
Estate Counselors, LLC 4
Argentiere Capital Ag 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
Athena Investment Management 4
Affinity Capital Advisors, LLC 4
TOWER TRUST Co 4
KAMES CAPITAL management Ltd 4
Family Capital Trust Co 4
United Bank 4
Cahill Wealth Management, LLC 4
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF 4
Capstone Financial Group, Inc. 4
Legacy CG, LLC 4
Endex Capital Management Llc 4
Paragon Private Wealth Management, LLC 4
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I 4
Cooperatieve Rabobank U.A. 4
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares 4
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund 4
MEMBERS Trust Co 4
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 4
E Fund Management (Hong Kong) Co., Ltd. 4
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 4
Viburnum Funds Pty Ltd 4
Davis Capital Management 4
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 4
Capital One Financial Corp 4
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 4
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 4
Bankers Trust Co 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 4
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II 4
Kovitz Investment Group, LLC 4
Edmunds White Partners Llc 4
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A 4
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 4
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 4
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 4
American Investment Services, Inc. 4
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 4
TANDX - PFS FUNDS - Castle Tandem Fund Institutional 4
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 4
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 4
MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares 4
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 4
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund 4
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
Mason & Associates Inc 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
Profunds - Profund Vp Biotechnology 4
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 4
Schrum Private Wealth Management LLC 4
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF 4
Karlinski Andrew C 4
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 4
Profunds - Profund Vp Nasdaq-100 4
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 4
united american securities inc. (d/b/a uas asset management) 4
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 4
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 4
Profunds - Profund Vp Ultranasdaq-100 4
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 4
Fiduciary Asset Management Llc 4
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 4
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 4
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 4
CG Asset Management LLC 4
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 4
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 4
Long Road Investment Counsel, LLC 4
Highmount Capital, LLC 4
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 4
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 4
PENN SERIES FUNDS INC - Smid Cap Value Fund 4
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF 4
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares 4
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 4
TCW ETF Trust - TCW Corporate Bond ETF 4
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 4
PBFDX - FORUM FUNDS - Payson Total Return Fund 4
PPM Funds - PPM High Yield Core Fund (Inst) 4
CMCMX - CONESTOGA FUNDS - CONESTOGA MICRO CAP FUND Investors Class 4
PENN SERIES FUNDS INC - Quality Bond Fund 4
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 4
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 4
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares 4
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 4
NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A 4
Regatta Capital Group, Llc 4
C2C Wealth Management, LLC 4
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 4
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 4
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 4
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 4
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 4
Md Sass Investors Services Inc 4
Bridgewater Wealth & Financial Management, LLC 4
Titleist Asset Management, Ltd. 4
BSN Capital Partners Ltd 4
Elefante Mark B 4
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 4
Monolith Advisors 4
Riverpark Capital Management Llc 4
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 4
King Investment Advisors Inc/tx 4
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class 4
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 4
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 4
Salzhauer Michael 4
Apeiron RIA LLC 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 4
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 4
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares 4
Roberts Capital Advisors, LLC 4
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 4
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 4
Family Legacy Financial Solutions, LLC 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 4
Southport Management, L.l.c. 4
Crystal Rock Capital Management 4
Spinnaker Investment Group, LLC 4
Semper Trust Co. 4
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 4
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 4
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares 4
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 4
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 4
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 4
Deuterium Capital Management, LLC 4
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 4
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 4
ZGFIX - Advisors' Inner Circle Fund III - Ninety One Global Franchise Fund I Shares 4
McQueen, Ball & Associates Inc. 4
James Reed Financial Services, Inc. 4
Repertoire Partners LP 4
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 4
LTS One Management LP 4
Eos Management, L.P. 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 4
Alterity Financial Group, LLC 4
Oakwood Capital Management Llc/ca 4
Viewpoint Capital Management LLC 4
MACRO Consulting Group 3
Valtinson Bruner Financial Planning LLC 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 3
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF 3
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 3
Guardian Asset Advisors, LLC 3
Black Creek Investment Management Inc. 3
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 3
Greystone Managed Investments Inc. 3
Emerson Wealth Management, LLC 3
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 3
Marcus Capital, LLC 3
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 3
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF 3
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 3
AMG Funds LLC 3
Weatherbie Capital, Llc 3
Fairfax Financial Holdings Ltd/ Can 3
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 3
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 3
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
Elwood & Goetz Wealth Advisory Group, LLC 3
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 3
First Trust Enhanced Equity Income Fund 3
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF 3
EICVX - FundVantage Trust - EIC Value Fund Class A 3
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 3
DIP - ETF Series Solutions - BTD Capital Fund 3
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 3
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
Nuveen Tax-advantaged Dividend Growth Fund 3
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 3
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 3
Swedbank 3
Passumpsic Savings Bank 3
Blackstone / Gso Senior Floating Rate Term Fund 3
Cascade Financial Partners, LLC 3
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 3
Nuveen Global High Income Fund 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 3
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 3
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 3
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 3
Centerstone Investors, LLC 3
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 3
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 3
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 3
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A 3
Northstar Financial Companies, Inc. 3
Garrison Point Advisors, Llc 3
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class 3
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 3
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 3
Lumbard & Kellner, LLC 3
First Long Island Investors, LLC 3
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF 3
Brio Capital Master Fund Ltd. 3
European Equity Fund, Inc / Md 3
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 3
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 3
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional 3
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 3
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 3
Achievement Holdings L.P. 3
Belmont Global Advisors, Inc. 3
Thomaspartners, Inc. 3
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 3
Amplify ETF Trust - Amplify BlueStar Israel Technology ETF 3
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 3
Fore Research & Management, LP 3
Flossbach Von Storch Ag Zurich 3
Alexander Labrunerie & Co., Inc. 3
KONG - ETF Opportunities Trust - Formidable Fortress ETF 3
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 3
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 3
Griffin Institutional Access Credit Fund 3
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 3
Barings Corporate Investors 3
Keynote Financial Services Llc 3
TNYAX - 1290 Funds - 1290 Global Talents Fund Class A 3
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 3
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 3
SCIO - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Structured Credit Income Opportunities ETF 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
APCTX - AMG Funds IV - AMG Managers Pictet International Fund Class I Shares 3
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 3
Iszo Capital Management Lp 3
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 3
Alden Global Capital LLC 3
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C 3
Public Investment Fund 3
Warburg Pincus Llc 3
AEGON USA Investment Management, LLC 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 3
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 3
Source Capital Inc /de/ 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
Compton Wealth Advisory Group, LLC 3
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 3
Werba Rubin Papier Wealth Management 3
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
Bingham Private Wealth, Llc 3
Royal Capital Wealth Management, LLC 3
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 3
MBS - Angel Oak Funds Trust - Angel Oak Mortgage-Backed Securities ETF 3
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 3
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 3
Beach Point Capital Management LP 3
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 3
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund 3
Advanced Technology Ventures Vii Lp 3
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 3
MDSAX - INTEGRITY FUNDS - Integrity Short Term Government Fund Class A 3
Bank & Trust Co 3
Litespeed Management, L.L.C. 3
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 3
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 3
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 3
AFFEX - AMG Funds IV - AMG Managers Fairpointe ESG Equity Fund Class I 3
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 3
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 3
Panoramic Investment Advisors, Llc 3
Valueworks Llc 3
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 3
PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A 3
First International Bank & Trust 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 3
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 3
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
Davidson Kempner Capital Management LLC 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 3
Community Bank of Raymore 3
Putnam Investors Fund 3
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF 3
Bronson Point Management LLC 3
Cascade Investment Group, Inc. 3
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 3
Generate Investment Management Ltd 3
Milestone Advisory Partners 3
Numina Capital Management, LLC 3
Robocap Asset Management Ltd 3
Pimco Income Strategy Fund 3
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 3
Oakmont Corp 3
Southeastern Asset Management Inc/tn/ 3
Harvey Partners, LLC 3
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 3
Palmer Square Opportunistic Income Fund 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
Pimco Corporate & Income Opportunity Fund 3
Montz Harcus Wealth Management LLC 3
Bruce & Co., Inc. 3
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 3
Alphabet Inc. 3
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 3
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 3
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A 3
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 3
Hardin Capital Partners, LLC 3
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF 3
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 3
Smart Portfolios, LLC 3
Senrigan Capital Group Ltd 3
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 3
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares 3
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 3
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 3
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 3
FT Vest Hedged Equity Income Fund: Series B1 3
FT Vest Hedged Equity Income Fund: Series A4 3
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 3
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 3
Mirabaud Asset Management (France) SAS 3
MBIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Franchise Portfolio Class II 3
National Rural Electric Cooperative Association 3
VIDI - ETF Series Solutions - Vident International Equity Fund 3
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 3
Master Focus Growth Llc - Master Focus Growth Llc 3
Santa Barbara Asset Management, Llc 3
Susquehanna International Group Ltd. 3
BTG Pactual Asset Management US LLC 3
Ostrum Asset Management U.s., Llc 3
Glenhill Advisors Llc 3
Twelve Points Wealth Management LLC 3
Retirement Solution Inc. 3
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 3
Drucker Wealth 3.0, LLC 3
Greenvale Capital LLP 3
Planning Center, Inc. 3
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 3
Engex Inc 3
FT Vest Total Return Income Fund: Series B1 3
Strait & Sound Wealth Management LLC 3
Beddow Capital Management Inc 3
WCMTX - Investment Managers Series Trust - WCM International Long-Term Growth Fund Institutional Class Shares 3
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 3
BPESX - BAILLIE GIFFORD FUNDS - Baillie Gifford Positive Change Equities Fund Institutional Class 3
Intrinsic Value Partners, LLC 3
Scopus Asset Management, L.p. 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
Diversified Portfolios, Inc. 3
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares 3
HGGAX - HARBOR FUNDS - Harbor Global Leaders Fund Institutional Class 3
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF 3
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 3
Voya Infrastructure, Industrials & Materials Fund 3
XXEC, Inc. 3
Carrera Capital Advisors 3
Parplus Partners 3
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 3
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 3
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 3
Talisman Wealth Advisors LLC 3
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 3
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 3
Heritage Wealth Management, Inc. 3
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 3
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 3
Vulcan Value Partners, LLC 3
Harraden Circle Investments, LLC 3
Reilly Herbert Faulkner III 3
Columbus Macro, LLC 3
Benin Management CORP 3
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 3
Paragon Capital Management Inc 3
BlackRock ETF Trust - BlackRock Large Cap Growth ETF 3
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 3
One Fin Capital Management LP 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 3
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 3
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 3
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 3
Lakeside Advisors, INC. 3
Invesco Dynamic Credit Opportunities Fund 3
Bain Capital Public Equity Management Ii, Llc 3
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 3
Gagnon Neil 3
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 3
MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class 3
First Houston Capital, Inc. 3
HJPIX - HENNESSY FUNDS TRUST - Hennessy Japan Fund Institutional Class 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
CIC Wealth, LLC 3
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 3
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 3
Wharton Business Group, LLC 3
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 3
New England Professional Planning Group Inc. 3
Typenex Co-Investment, LLC 3
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 3
Campbell Capital Management Inc 3
BT Wealth Management LLC 3
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 3
Nicholson Wealth Management Group, LLC 3
Key Client Fiduciary Advisors, LLC 3
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 3
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 3
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 3
ERn Financial, LLC 3
Condorcet Global Opportunity Fund, LLC 3
Lester Murray Antman dba SimplyRich 3
Huber Financial Advisors, Llc 3
Harbor Advisory Corp /ma/ 3
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 3
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 3
Foursixthree Capital Lp 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 3
Artia Global Partners LP 3
Texan Capital Management 3
Townsend & Associates, Inc 3
Spence Asset Management 3
Goldstone Financial Group, LLC 3
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 3
Irving Magee Investment Management 3
Solas Capital Management, LLC 3
Blake Schutter Theil Wealth Advisors, LLC 3
Archetype Wealth Partners 3
Argent Financial Group, Inc. 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
Safe Harbor Fiduciary, LLC 3
Promethium Advisors,llc 3
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 3
Southpaw Asset Management LP 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
Greatmark Investment Partners, Inc. 3
Vantage Investment Partners, LLC 3
Hilltop Partners LLC 3
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 3
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 3
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 3
Epic Trust Investment Advisors, LLC 3
LIVR - EA Series Trust - Intelligent Livermore ETF 3
EWJ - iShares, Inc. - iShares MSCI Japan ETF 3
DST Capital LLC 3
FT Vest Total Return Income Fund: Series A2 3
P2 Capital Partners, LLC 3
FT Vest Total Return Income Fund: Series A4 3
Polaris Venture Management Co. V, L.L.C. 3
Oak Point Wealth Management 3
FT Vest Hedged Equity Income Fund: Series A2 3
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 3
Trinity Legacy Partners, LLC 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
Bristol County Savings Bank 3
Stryker Corp 3
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 3
Uhlmann Price Securities, Llc 3
Culbertson A N & Co Inc 3
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 3
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 3
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 3
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 3
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 3
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 3
Fdp Series Ii, Inc. 3
LMG Wealth Partners, LLC 3
American National Bank & Trust Co /va/ 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 3
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB 3
Sarver Vrooman Wealth Advisors 3
Eachwin Capital, Lp 3
Atlantic Private Wealth, LLC 3
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 3
Dudley Capital Management, Llc 3
Fintrust Investment Advisory Services, Llc 3
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
Applied Capital LLC/FL 3
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 3
Atlas Wealth Partners, LLC 3
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 3
Investment Partners Asset Management, Inc. 3
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 3
Cohen & Steers Capital Management Inc 3
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 3
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
Consolidated Investment Group LLC 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
RGEF - Tidal Trust III - Rockefeller Global Equity ETF 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 3
FACT Capital, LP 3
Colrain Capital Llc 3
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 3
Florida Financial Advisors, Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
Clark & Stuart, Inc 3
Altegris Advisors, L.l.c. 3
Ackerman Capital Advisors, LLC 3
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 3
Bramshill Investments, LLC 3
Profunds - Profund Vp Industrials 3
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 3
Mhr Fund Management Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 3
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 3
Kieckhefer Group Llc 3
Munro Partners 3
Index Fund Advisors, Inc. 3
Consilium Wealth Advisory, LLC 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 3
Midwest Investment Management Llc 3
Union Bancaire Privee Asset Management LLC 3
Third Avenue Management Llc 3
Seilern Investment Management Ltd 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 3
M.e. Allison & Co., Inc. 3
Clarendon Private LLC 3
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares 3
Hartz Capital, Inc. 3
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF 3
Exor N.V. 3
Chubb Ltd 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class 3
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares 3
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class 3
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 3
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 3
WS Portfolio Advisory, LLC 3
Delaware Vip Trust - Delaware Vip U.s. Growth Series Standard Class 3
Total Wealth Planning & Management, Inc. 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
Legend Financial Advisors, Inc. 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 3
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 3
Swift Run Capital Management, LLC 3
Nierenberg Investment Management Company, Inc. 3
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
JACKSON VARIABLE SERIES TRUST - JNL/WCM Focused International Equity Fund (A) 3
Prossimo Advisors, LLC 3
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 3
Insight Folios Inc 3
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 3
Hewlett Fund LP 3
Tanager Wealth Management LLP 3
STAR Financial Bank 3
Mubadala Investment Co PJSC 3
Madryn Asset Management, LP 3
Northstar Asset Management Inc 3
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 3
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 3
Keystone Financial Group, Inc. 3
Staton Financial Advisors, Llc 3
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 3
River Street Advisors LLC 3
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 3
Antipodean Advisors LLC 3
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 3
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 3
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 3
Compass Financial Services Inc 3
CPA Asset Management LLC 3
CNJFX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Japan Fund 3
HF Advisory Group, LLC 3
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 3
Aberdeen Funds - Aberdeen Income Builder Fund Class A 3
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 3
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 3
TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares 3
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 3
Great Waters Wealth Management 3
Loup Funds, LLC 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
Centurion Wealth Management LLC 3
Kades & Cheifetz LLC 3
Howard Capital Management 3
OEF - iSHARES TRUST - iShares S&P 100 ETF 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
Mfg Wealth Management, Inc. 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
Allegiance Financial Group Advisory Services LLC 3
Banta Asset Management Lp 3
Intermede Investment Partners Ltd 3
Investors Trust Inc 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 3
Peapod Lane Capital LLC 3
Independent Order of Foresters 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 3
PUREfi Wealth, LLC 3
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 3
Catalyst Wealth Management, LLC 3
Unique Wealth, Llc 3
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 3
Whetstone Capital Advisors, LLC 3
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 3
Stewart & Patten Co Llc 3
Foundation Asset Management, LP 3
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 3
Stokes & Hubbell Capital Management, LLC 3
First Farmers & Merchants Bank / Trust 3
Cortland Associates Inc/mo 3
Loewenbaum Lilian S. 3
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 3
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 3
Kfg Wealth Management, Llc 3
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 3
Viking Fund Management Llc 3
Messner & Smith Theme Value Investment Management Ltd /ca/ 3
Global Thematic Partners, LLC 3
BlackRock Portfolio Management LLC 3
Compass Planning Associates Inc 3
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 3
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 3
DMKC Advisory Services, LLC 3
Integral Investment Advisors, Inc. 3
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 3
Ayrshire Capital Management LLC 3
Lpwm Llc 3
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 3
Sunburst Financial Group, LLC 3
Ccm Investment Group, Llc 3
Pavion Blue Capital, LLC 3
Bontempo Ohly Capital Mgmt Llc 3
Illumine Investment Management, LLC 3
Noble Wealth Management PBC 3
Consilio Wealth Advisors, Llc 3
Svlsf Iv, Llc 3
Permanent Capital Management, LP 3
Emerge ETF Trust - Emerge EMPWR Sustainable Select Growth Equity ETF 3
HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia 3
Vista Wealth Management Group, LLC 3
CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF 3
Meriwether Wealth & Planning, LLC 3
Arbor Trust Wealth Advisors, Llc 3
Miller Financial Services LLC 3
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
Delta Accumulation, LLC 3
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 3
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 3
Madison Investment Advisors, LLC 3
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 3
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 3
VAUGHAN & Co SECURITIES, INC. 3
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 3
Hongkou Capital LP 3
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class 3
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 3
NWGPX - NATIONWIDE MUTUAL FUNDS - Nationwide WCM Focused Small Cap Fund Class A 3
Accredited Investor Services, Llc 3
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A) 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 3
PKS Advisory Services, LLC 3
AssuredPartners Investment Advisors, LLC 3
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 3
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares 3
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 3
Parkside Investments, LLC 3
New Leaf Venture Partners, L.L.C. 3
Elevated Capital Advisors, LLC 3
Partners in Financial Planning 3
DPCEX - Managed Portfolio Series - Jackson Square Select 20 Growth Fund IS Class 3
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 3
Aft, Forsyth & Sober, LLC 3
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 3
May Hill Capital, LLC 3
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 3
Grant Private Wealth Management Inc 3
JSPTX - Managed Portfolio Series - Jackson Square Global Growth Fund Institutional Class 3
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 3
Summit Place Financial Advisors, LLC 3
Sharpepoint Llc 3
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 3
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 3
H. L. Ormond & Company, LLC 3
Legacy Wealth Partners, Inc. 3
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 3
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 3
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 3
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF 3
TGGAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Growth Opportunities Fund Class A 3
Axiom Advisory, LLC 3
Johnson & White Wealth Management, LLC 3
Mill Road Capital Management LLC 3
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 3
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 3
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 3
Arrow Capital Management, LLC 3
Delta Financial Advisors Llc 3
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 3
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 3
Linden Capital L.P. 3
Financial Advisory Group 3
Essig Stuart 3
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 3
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
Dohj, Llc 3
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 3
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 3
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 3
Hollow Brook Wealth Management LLC 3
Burling Wealth Partners, Llc 3
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 3
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 3
Chapman Financial Group, Llc 3
Axim Planning & Wealth 3
Expect Equity LLC 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 3
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class 3
Value Partners Investments Inc. 3
Outlook Funds Trust 3
Hershey Trust Co 3
Blue Capital, Inc. 3
Raptor Capital Management Lp 3
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 3
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares 3
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
Meyers Capital Investments Trust 3
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 3
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
Smith Chas P & Associates Pa Cpas 3
Maplelane Capital, Llc 3
Williams Financial, LLC 3
Verde Capital Management 3
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 3
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 3
Endowment Wealth Management, Inc. 3
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C 3
CMH Wealth Management LLC 3
Landmark Financial Advisors, LLC 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
Greenspring Associates, LLC 3
Indie Asset Partners, LLC 3
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 3
Alteri Wealth LLC 3
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 3
Shikiar Asset Management Inc 3
Investor's Fiduciary Advisor Network, LLC 3
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 3
Victrix Investment Advisors 3
PagnatoKarp Partners LLC 3
Heritage Way Advisors, LLC 3
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 3
VNLRX - VIRTUS EQUITY TRUST - Virtus SGA New Leaders Growth Fund Class R6 3
Medtronic Inc 3
Round Hill Asset Management 3
Ocean Endowment Partners, LLC 3
StrategIQ Financial Group, LLC 3
St. Clair Advisors, LLC 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
Alliance Wealth Advisors, LLC 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
Ptv Sciences Ii L P 3
Defined Wealth Management, Llc 3
Investment Advisory Services Inc /tx /adv 3
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 3
Hall Private Wealth Advisors 3
Woodburn R Robert Jr 3
VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A 3
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 3
Mayo Clinic 3
Investment Management Associates Inc /adv 3
Keystone Financial Services 3
Castle Financial & Retirement Planning Associates, Inc. 3
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 3
Timelo Investment Management Inc. 3
Vivid Financial Management, Inc. 3
Element Wealth, LLC 3
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 3
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 3
DCF Advisers, LLC 3
Lorne Steinberg Wealth Management Inc. 3
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 3
Tonaquint, Inc. 3
3D/L Capital Management, LLC 3
Watchman Group, Inc. 3
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 3
Round Rock Advisors, LLC 3
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 3
eCIO, Inc. 3
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 3
Rangeley Capital, LLC 3
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 3
Anson Capital, Inc. 3
Zweig Advisers Llc 3
Live Oak Private Wealth LLC 3
Cache Advisors, LLC 3
High Pines Wealth Management, LLC 3
YOKE - EA Series Trust - Yoke Core ETF 3
Cornerstone Financial Partners, LLC 3
HC Advisors, LLC 3
Facet Wealth, Inc. 3
Capital Advisors Wealth Management, LLC 3
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 3
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 3
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 3
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 3
Blue Zone Wealth Advisors, LLC 3
WNY Asset Management, LLC 3
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 3
Gilde Healthcare Holding B.V. 3
HawsGoodwin Investment Management LLC 3
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 3
IFC Advisors LLC 3
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 3
Raven Rock Capital Management, Llc 3
Sutter Hill Ventures 3
Campion Asset Management LLC 3
Tiedemann Trust Co 3
Crew Capital Management, Ltd. 3
Aperimus Capital, Llc 3
Engine Capital Management, LP 3
Octagon Capital Advisors LP 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
Coerente Capital Management 3
PYA Waltman Capital, LLC 3
Ceera Investments, Llc 3
Gryphon International Investment CORP 3
WCG Wealth Advisors LLC 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
LCM Capital Management Inc 3
Monumental Financial Group Inc. 3
BCK Partners, Inc. 3
Ridgecrest Wealth Partners, Llc 3
Clarity Financial LLC 3
Osher Van de Voorde Investment Management 3
WJ Interests, LLC 3
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 3
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 3
Verdad Advisers, LP 3
Intrepid Financial Planning Group LLC 3
Collaborative Holdings Management LP 3
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 3
Rezny Wealth Management, Inc. 3
Quadrant Capital Management, LLC 3
Capital Income Builder 3
Nuveen Equity Premium Advantage Fund 3
Pinnacle Wealth Management, LLC 3
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 3
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 3
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 3
Charles Schwab Investment Advisory, Inc. 3
Infini Capital Management Ltd 3
Plymouth Lane Capital Management, LLC 3
Dumac, Inc. 3
Omega Advisors Inc. 3
Drake & Associates, LLC 3
BlackRock Private Investments Fund 3
Summit Financial Strategies, Inc. 3
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 3
Greytown Advisors Inc. 3
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
Darrell & King Llc 3
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 3
Focused Investors LLC 3
Mezzasalma Advisors, LLC 3
National Investment Services Inc /wi 3
Tenere Capital LLC 3
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 3
MASTER LARGE CAP SERIES LLC - Master Large Cap Focus Growth Portfolio 3
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 3
Shelter Mutual Insurance Co 3
Shelter Ins Profit Sharing 3
Visionary Wealth Advisors 3
Marion Wealth Management 3
Shelter Ins Retirement Plan 3
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 3
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 3
Tower Square Investment Management, Llc 3
Johnson & Johnson Innovation - JJDC, Inc. 3
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 3
Smith, Graham & Co., Investment Advisors, LP 3
Greenfield Savings Bank 3
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 3
Longitude (Cayman) Ltd. 3
TRANSAMERICA SERIES TRUST - Transamerica Jennison Growth VP Initial 3
Wescott Financial Advisory Group, LLC 3
High Falls Advisors, Inc 3
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 3
Monterey Private Wealth, Inc. 3
Advisors Management Group Inc /adv 3
Ambs Investment Counsel Llc 3
United Bank 3
Comprehensive Financial Management LLC 3
St. James Investment Advisors, LLC 3
Quaero Capital S.A. 3
Blackthorn Investment Group Llc 3
First National Bank of Mount Dora, Trust Investment Services 3
Advocate Group Llc 3
VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF 3
Allegiant Private Advisors, LLC 3
Schwerin Boyle Capital Management Inc 3
Lombard Odier Transatlantic, Limited Partnership 3
Brighthouse Funds Trust II - MFS Value Portfolio Class A 3
Cliftonlarsonallen Wealth Advisors, Llc 3
Orin Green Financial, LLC 3
BigSur Wealth Management LLC 3
Lombard Odier & Cie (Canada), Limited Partnership 3
Lyons Wealth Management, LLC. 3
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 3
Davidson Trust Co 3
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 3
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 3
Joule Financial, LLC 3
Breithorn Capital Management 3
VanEck Funds 3
Phoenix Investment Adviser LLC 3
Mark Asset Management Lp 3
Smith Anglin Financial, LLC 3
VNBTrust, National Association 3
Newport Capital Group, LLC 3
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund 3
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund 3
Eagle Rock Investment Company, Llc 3
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 3
WealthTrust Asset Management, LLC 3
swisspartners Ltd. 3
Crown Wealth Group, LLC 3
Blue Granite Capital, LLC 3
Ern Llc 3
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 3
Financial Consulate Inc. 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
Soviero Asset Management, LP 3
Archon Partners LLC 3
Trent Capital Management Inc /nc/ 3
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 3
Johnson Bixby & Associates, LLC 3
PPM Funds - PPM Long Short Credit Fund (Inst) 3
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
Sachem Head Capital Management LP 3
Aisling Capital Iii Lp 3
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I) 3
Hahn Capital Management Llc 3
Wedgewood Partners Inc 3
Pacific Point Advisors, LLC 3
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 3
IAM Advisory, LLC 3
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 3
Maltin Wealth Management, Inc. 3
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 3
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 3
Harvard Management Co Inc 3
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 3
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 3
Jolley Asset Management, LLC 3
Home Federal Bank Of Tennessee 3
Lokken Investment Group LLC 3
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 3
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 3
Alta Wealth Advisors LLC 3
Financial Management Network Inc 3
Warm Springs Advisors Inc. 3
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 3
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 3
Adams Chetwood Wealth Management LLC 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
Benchmark Investment Advisors LLC 3
FS Global Credit Opportunities Fund 3
CM Management, LLC 3
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 3
Stegent Equity Advisors, Inc. 3
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 3
Robinson Value Management, Ltd. 3
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
Managed Asset Portfolios, Llc 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
Bond & Devick Financial Network, Inc. 3
Ayer Capital Management, LP 3
Odey Holdings AG 3
Elefante Michael B 3
Martin Capital Advisors, LLP 3
DB Wealth Management Group, LLC 3
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF 3
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 3
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 3
Tetrem Capital Management Ltd. 3
Bonness Enterprises Inc 3
TCW ETF Trust - TCW High Yield Bond ETF 3
CPMG Inc 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
Edmond De Rothschild (monaco) 3
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 3
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 3
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 3
Derbend Asset Management 3
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF 3
Blue Edge Capital, LLC 3
Firsthand Capital Management, Inc. 3
ACCSX - RBC FUNDS TRUST - Access Capital Community Investment Fund Class I 3
Arthur Zaske & Associates, LLC 3
Noroian Steven A & Associates Inc/ca 3
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 3
J.P. Marvel Investment Advisors, LLC 3
Sutton Place Investors Llc 3
L.m. Kohn & Company 3
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 3
Western Financial Corporation 3
TPAIX - TIMOTHY PLAN - Timothy Israel Common Values Fund Class A 3
Stearns Financial Services Group 3
Longaeva Partners L.P. 3
Scotia Asset Management L.P. 3
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 3
CTC Capital Management, LLC 3
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 3
Reynolds Investment Management, Inc. 3
APEIRON CAPITAL Ltd 3
HFR Wealth Management, LLC 3
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 3
Dash Acquisitions Inc. 3
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class 3
Westshore Wealth, LLC 3
Birchcreek Wealth Management, LLC 3
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class 3
Citadel Investment Advisory, Inc. 3
Russell Clark Investment Management Ltd 3
Susquehanna Advisors Group, Inc. 3
Lind Global Macro Fund LP 3
Delphi Ventures Viii Lp 3
Swarthmore Group Inc 3
Eastover Investment Advisors LLC 3
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 3
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 3
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 3
Savoie Capital LLC 3
Fractal Investments LLC 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
Smid-cap Portfolio 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
GUNN & Co INVESTMENT MANAGEMENT, INC. 3
Exchange Bank 3
Sunbeam Capital Management, LLC 3
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 3
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
Stelliam Investment Management, Lp 3
Newton One Investments LLC 3
Mrj Capital Inc 3
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 3
JPAN - MATTHEWS INTERNATIONAL FUNDS - Matthews Japan Active ETF 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 3
CIGYX - AB CAP FUND, INC. - AB Concentrated International Growth Portfolio Advisor Class 3
Trilogy Global Advisors Lp 3
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 3
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 3
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 3
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 3
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 3
Valinor Management, Llc 3
Disciplina Capital Management LLC 3
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 3
One River Asset Management, LLC 3
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 3
Western Asset Corporate Loan Fund Inc. 3
Butensky & Cohen Financial Security, Inc 3
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 3
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 3
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 3
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 3
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 3
Dreyfus High Yield Strategies Fund 3
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF 3
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 3
Financial Security Advisor, Inc. 3
Hugh Johnson Advisors LLC 3
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 3
STXT - EA Series Trust - Strive Total Return Bond ETF 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
Holowesko Partners Ltd. 3
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 3
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 3
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 3
MDWDX - 360 Funds - Midwood Long/Short Equity Fund Institutional Class 3
Elkhorn Partners Limited Partnership 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
FMIJX - FMI FUNDS INC - International Fund Investor Class 3
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 3
FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund 3
Henderson Global Funds 3
Western Asset Middle Market Income Fund Inc. 3
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 3
Invera Wealth Advisors, LLC 3
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 3
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 3
Motive Wealth Advisors 3
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 3
Winton Series Trust 3
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 3
Precedent Wealth Partners, Llc 3
Cedrus LLC 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 3
Brown Miller Wealth Management, LLC 3
Garrett Investment Advisors LLC 3
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 3
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 3
Nova R Wealth, Inc. 3
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF 3
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 3
Ironwood Wealth Management, LLC. 3
Beta Wealth Group, Inc. 3
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 3
Lewis Asset Management, LLC 3
Lilley & Co 3
Dg Capital Management Inc 3
IFS Advisors, LLC 3
Traveka Wealth, LLC 3
Windsor Financial Group Llc 3
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 3
Golden Green, Inc. 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
Mass Ave Global Inc. 3
Thornmark Asset Management Inc. 3
Legg Mason Bw Global Income Opportunities Fund Inc. 3
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 3
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares 3
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 3
Western Asset Global Corporate Defined Opportunity Fund Inc. 3
Five Oceans Asset Management LTD 3
Long Wharf Investors, Inc. 3
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 3
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 3
Nan Fung Group Holdings Ltd 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
Northroad Capital Management Llc 3
Murphy, Middleton, Hinkle & Parker, Inc. 3
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 3
Touradji Capital Management, Lp 3
ABIAX - AB TRUST - AB International Value Fund Class A 3
Jackson Financial Management 3
Sender Co & Partners, Inc. 3
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 3
Starr International Co Inc 3
Ares Dynamic Credit Allocation Fund, Inc. 3
Sarissa Consulting Llc 3
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 3
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 3
Derby & Company, Inc 3
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 3
MayTech Global Investments, LLC 3
Oak Grove Capital LLC 3
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 3
Weber Alan W 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
Tripletail Wealth Management, LLC 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
Commons Capital, Llc 3
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares 3
Harbour Trust & Investment Management Co 3
Keener Financial Planning LLC 3
Skye Global Management LP 3
FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A 3
BMS Financial Advisors, LLC 3
Private Capital Management Inc 3
North Fourth Asset Management, LP 3
Alphinity Investment Management Pty Ltd 3
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
American Asset Management Inc. 3
Silver Lake Advisory, LLC 3
Philip James Wealth Mangement, LLC 3
PENN SERIES FUNDS INC - Large Cap Value Fund 3
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 3
Aberdeen Japan Equity Fund, Inc. 3
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A 3
Kahn Brothers Group Inc /de/ 3
Stralem & Co Inc 3
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
Cladis Investment Advisory, LLC 3
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 3
Alley Investment Management Company, LLC 3
GPM Growth Investors, Inc. 3
EXITX - MANNING & NAPIER FUND, INC. - International Series Class S 3
TRH Financial, LLC 3
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 3
Elevation Etf Trust 3
Lockerman Financial Group, Inc. 3
LifePlan Financial, LLC 3
First Fiduciary Investment Counsel, Inc. 3
S.E.E.D. Planning Group LLC 3
Oppenheimer Global Multi-asset Income Fund 3
KNG - ETF Series Solutions - CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF 3
Kdi Capital Partners Llc 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
Amida Capital Management II, LLC 3
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 3
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 3
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class 3
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C 3
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class 3
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 3
ATFV - Alger ETF Trust - Alger 35 ETF 3
Fluent Financial, LLC 3
Gradient Capital Advisors, LLC 3
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 3
Semper Augustus Investments Group Llc 3
Silvia Mccoll Wealth Management, Llc 3
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares 3
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I 3
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 3
Svb Financial Group 3
Foresight Capital Management Advisors, Inc. 3
Strategic Capital Advisers, Inc. 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
Willow Creek Wealth Management Inc. 3
Clifford Capital Partners Llc 3
Significant Wealth Partners LLC 3
Bull Street Advisors, LLC 3
Greylin Investment Mangement Inc 3
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 3
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 3
Euclidean Technologies Management, LLC 3
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 3
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
PSquared Asset Management AG 3
Neumeier Poma Investment Counsel Llc 3
Muzinich & Co., Inc. 3
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 3
R. G. Niederhoffer Capital Management Inc 3
Diameter Capital Partners LP 3
Train Babcock Advisors Llc 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
Circle Road Advisors Lp 3
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 3
Wynn Capital, LLC 3
John Hancock Investors Trust 3
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
Oppenheimer Series Fund 3
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
FT Vest Total Return Income Fund: Series A3 3
VCI Wealth Management LLC 3
Newport Wealth Strategies, Inc. 3
Nantahala Capital Partners Limited Partnership 3
Fiduciary Financial Services Of The Southwest Inc /tx 3
Sterling Investment Counsel, LLC 3
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 3
Lincluden Management Ltd 3
Barlow Wealth Partners, Inc. 3
Delta Capital Management Llc 3
IYVAX - IVY FUNDS - Ivy Value Fund Class A 3
Access Investment Management LLC 3
Leonard Rickey Investment Advisors P.L.L.C. 3
NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I 3
Loveless Wealth Management LLC 3
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
JSPVX - Managed Portfolio Series - Jackson Square Global Growth Fund Investor Class 3
Mercer Investment Management, Inc. 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 3
Evergreen Private Wealth LLC 3
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 3
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
Edgar Lomax Co/va 3
GFGF - EA Series Trust - Guru Favorite Stocks ETF 3
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 3
Duff & Phelps Investment Management Co 3
Para Advisors Llc 3
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 3
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 3
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 3
Mathes Company, Inc. 3
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 3
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 3
Cape Ann Savings Bank 3
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 3
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 3
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 3
WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares 3
BISIX - Blackrock Funds - Blackrock International Dividend Fund Institutional 3
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 3
Schwarz Dygos Wheeler Investment Advisors Llc 3
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 3
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 3
Academy Capital Management Inc/tx 3
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class 3
Elliott Management Corporation 3
Tiger Management L.l.c. 3
Fcg Advisors, Llc 3
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 3
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share 3
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 3
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 3
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 3
South Street Advisors LLC 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
Sadoff Investment Management Llc 3
PFFD - Global X Funds - Global X U.S. Preferred ETF 3
Lucas Capital Management 3
Exor Capital LLP 3
MML Series Investment Fund II - MML Special Situations Fund Class II 3
Aurora Financial Advisors, Llc 3
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 3
Clear Rock Advisors, LLC 3
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 3
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 3
Allianz Global Investors U.S. LLC 3
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 3
Knoll Capital Management, LLC 3
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 3
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 3
Cooper Creek Partners Management Llc 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 3
Lodge Hill Capital, LLC 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 3
FCG Investment Co 3
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
FT Vest Hedged Equity Income Fund: Series A3 3
Nvest Financial, LLC 3
Blackstone / Gso Floating Rate Enhanced Income Fund 3
Fortune Financial Advisors, LLC 3
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 3
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
FBR & Co. 3
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I 3
Raven Rock Credit Master Fund L.P. 3
Winthrop Advisory Group LLC 3
Prudential Short Duration High Yield Fund, Inc. 3
Aquila Investment Management LLC 3
HYA Advisors, Inc 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
AWH Capital, L.P. 3
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 3
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF 3
Hartford Funds Management Co LLC 3
Gifford Fong Associates 3
Grace & White Inc /ny 3
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 3
Arcataur Capital Management LLC 3
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 3
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 3
Ruane, Cunniff & Goldfarb L.P. 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
Day & Ennis, LLC 3
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares 3
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 3
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 3
Chinook Capital Management 3
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 3
Flippin Bruce & Porter Inc 3
Brucke Financial, Inc. 3
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A 3
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 3
Seamount Financial Group Inc 3
Hayek Kallen Investment Management 3
Ccm Investment Advisers Llc 3
SurgoCap Partners LP 3
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 3
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 3
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 3
Girard Securities, Inc. 3
Findell Capital Management Llc 3
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 3
SBB Research Group LLC 3
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF 3
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 3
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 3
Old Republic International Corp 3
McGowan Group Asset Management, Inc. 3
AYAL Capital Advisors Ltd 3
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 3
Silver Coast Investments LLC 3
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 3
Foresight Group Ltd Liability Partnership 3
Ally Bridge Group (NY) LLC 3
Northern Right Capital Management, L.P. 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 3
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 3
Strategies Wealth Advisors, LLC 3
Te Ahumairangi Investment Management Ltd 3
Madison Strategic Sector Premium Fund 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A 3
Lantern Wealth Advisors, LLC 3
HealthCor Partners Management LP 3
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 3
Horizon Wealth Management, LLC 3
Lazard Global Total Return & Income Fund Inc 3
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund 3
Kennedy Investment Group 3
Cvf, Llc 3
Kuhn & Co Investment Counsel 3
Oracle Alpha Inc. 3
Utc North American Fund, Inc. 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 3
Secured Retirement Advisors, Llc 3
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc 3
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 3
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 3
TT International Asset Management LTD 3
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 3
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 3
Dreyfus Funds Inc 3
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 3
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 3
Lingohr & Partner Asset Management GmbH 3
Sunpointe, LLC 3
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 3
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA 3
Ledgewood Wealth Advisors, LLC 3
Hedeker Wealth, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II 3
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 3
J. L. Bainbridge & Co., Inc. 3
Asset Allocation & Management Company, LLC 3
Baron Financial Group, LLC 3
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 3
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 3
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 3
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 3
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
Blackrock Enhanced International Dividend Trust 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
Killen Group Inc 3
Gordian Capital Singapore Pte Ltd 3
Revelation Capital Management, LLC 3
Threadgill Financial, Llc 3
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 3
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares 3
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I 3
HOVLX - HOMESTEAD FUNDS INC - Value Fund 3
KNGS - Roundhill ETF Trust - Roundhill S&P Dividend Monarchs ETF 3
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A 3
Lee Capital Holdings LLC 3
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 3
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 3
Providence Wealth Advisors, LLC 3
Fundsmith Equity Fund, L.p. 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
SFYF - Tidal ETF Trust - SoFi 50 ETF 3
Hixon Zuercher, LLC 3
Shakespeare Wealth Management, Inc. 3
Objective Capital Management, LLC 3
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 3
Wealthstar Advisors, Llc 3
Private Management Group Inc 3
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 3
German American Bancorp, Inc. 3
GMBZX - GuideStone Funds - Impact Bond Fund Investor 3
Richelieu Gestion PLC 3
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 3
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II 3
Clayton Partners LLC 3
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund 3
Mayport, Llc 3
Capstone Wealth Management Group, Llc 3
EcoR1 Capital, LLC 3
Jacobson & Schmitt Advisors, Llc 3
Transcendent Capital Group LLC 3
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 3
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 3
Hartwell J M Limited Partnership 3
Tang Capital Management Llc 3
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 3
West Michigan Advisors, Llc 3
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 3
Cohen & Steers Global Income Builder, Inc 3
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 3
Patriot Wealth Management, Inc. 3
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 3
Exeter Financial, LLC 3
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 3
NCM Capital Advisers, Inc. 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A 3
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 3
True Vision MN LLC 3
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth Portfolio Class IA 3
PAVmed Inc. 3
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF 3
Jnl Strategic Income Fund Llc 3
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 3
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 3
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 3
Red Mountain Financial, LLC 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
Asset Advisors Investment Management, LLC 3
Context Partners Fund, L.p. 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
COMMERCE FUNDS - The MidCap Value Fund Shares 3
Vickerman & Driscoll Financial Advisors Inc 3
waypoint wealth counsel 3
Paul John Balson 3
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 3
Sunflower Bank, Na Wealth Management 3
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 3
BUNRX - BULLFINCH FUND INC - Unrestricted Series 3
Red Cedar Investment Management, Llc 3
VR Adviser, LLC 3
Signator Financial Services, Inc. 3
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 3
Napatree Capital Llc 3
Lountzis Asset Management, Llc 3
Root Financial Partners, LLC 3
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 3
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares 3
TYNE - Direxion Shares ETF Trust - Direxion Nanotechnology ETF 3
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C 3
Garcia Hamilton & Associates Lp/de 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 3
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF 3
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 3
AA Financial Advisors, LLC 3
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 3
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A 3
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 3
Rudman Errol M 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 3
Duncan Williams Asset Management, LLC 3
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 3
Strategic Planning Group, Llc 3
Sasco Capital Inc / Ct/ 3
Hillhouse Capital Advisors, Ltd. 3
Allen Holding Inc /ny 3
Cooperatieve Gilde Healthcare IV U.A. 3
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 3
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 3
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF 3
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 3
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 3
First Trust High Yield Opportunities 2027 Term Fund 3
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 3
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 3
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 3
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF 3
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 3
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 3
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 3
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 3
Sippican Capital Advisors 3
Mkd Wealth Coaches, Llc 3
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 3
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 3