Wholesale Trade-durable Goods - 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
UBS Group AG 110
Morgan Stanley 108
Proequities, Inc. 101
Bank Of America Corp /de/ 101
Citadel Advisors Llc 98
Tower Research Capital LLC (TRC) 97
Jpmorgan Chase & Co 95
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 95
Susquehanna International Group, Llp 94
BlackRock, Inc. 93
Royal Bank Of Canada 92
Deutsche Bank Ag\ 92
Millennium Management Llc 91
Renaissance Technologies Llc 90
Geode Capital Management, Llc 90
Wells Fargo & Company/mn 90
Jane Street Group, Llc 88
Vanguard Group Inc 87
Goldman Sachs Group Inc 86
Citigroup Inc 84
Barclays Plc 84
State Street Corp 80
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 79
Two Sigma Investments, Lp 78
Northern Trust Corp 78
Fmr Llc 78
Advisor Group Holdings, Inc. 77
Marshall Wace, Llp 76
Bnp Paribas Arbitrage, Sa 76
Bank Of Montreal /can/ 75
Invesco Ltd. 75
IFP Advisors, Inc 75
Panagora Asset Management Inc 74
Virtu Financial LLC 74
Dimensional Fund Advisors Lp 74
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 74
Bank of New York Mellon Corp 73
Credit Suisse Ag/ 73
Manufacturers Life Insurance Company, The 73
New York State Common Retirement Fund 72
Hrt Financial Lp 71
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 71
Ameriprise Financial Inc 71
California State Teachers Retirement System 70
Simplex Trading, Llc 70
American International Group, Inc. 70
Alliancebernstein L.p. 70
Charles Schwab Investment Management Inc 69
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 69
Rhumbline Advisers 69
California Public Employees Retirement System 69
SG Americas Securities, LLC 68
Two Sigma Advisers, Lp 68
Pnc Financial Services Group, Inc. 68
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 68
Creative Planning 67
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 67
Squarepoint Ops LLC 67
Cubist Systematic Strategies, LLC 66
Prelude Capital Management, Llc 66
Us Bancorp \de\ 66
Ubs Ag 66
Acadian Asset Management Llc 65
Legal & General Group Plc 65
Victory Capital Management Inc 65
Parametric Portfolio Associates Llc 65
D. E. Shaw & Co., Inc. 65
Aqr Capital Management Llc 65
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 64
BlackRock Fund Advisors 64
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 63
Group One Trading, L.p. 63
Federated Hermes, Inc. 63
Strs Ohio 63
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 63
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 63
Wolverine Trading, Llc 62
Cwm, Llc 62
Metropolitan Life Insurance Co/ny 62
Walleye Trading LLC 61
BlackRock Institutional Trust Company, N.A. 61
Sei Investments Co 60
Ladenburg Thalmann Financial Services Inc 60
Balyasny Asset Management Llc 60
BlackRock Investment Management, LLC 60
Bridgeway Capital Management Inc 59
Voya Investment Management Llc 59
Qube Research & Technologies Ltd 59
Paloma Partners Management Co 59
Signaturefd, Llc 59
Price T Rowe Associates Inc /md/ 59
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 59
Verition Fund Management LLC 59
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 58
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 58
Russell Investments Group, Ltd. 58
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 58
Bessemer Group Inc 58
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 58
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 58
Swiss National Bank 58
Tudor Investment Corp Et Al 58
Nomura Holdings Inc 57
Nationwide Fund Advisors 57
Ubs Asset Management Americas Inc 57
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 57
Gsa Capital Partners Llp 57
PDT Partners, LLC 57
Prudential Financial Inc 57
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 57
Schonfeld Strategic Advisors LLC 57
Tiaa Cref Investment Management Llc 57
Nuveen Asset Management, LLC 57
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 57
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 57
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 56
Boothbay Fund Management, Llc 56
Teachers Advisors, Llc 56
Cutler Group LP 56
Kcg Holdings, Inc. 56
Amalgamated Bank 56
Lazard Asset Management Llc 56
Wellington Management Group Llp 56
First Trust Advisors Lp 56
Quantbot Technologies LP 55
Sterling Capital Management LLC 55
Trexquant Investment LP 55
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 55
Royce & Associates Lp 55
Nisa Investment Advisors, Llc 55
Jacobs Levy Equity Management, Inc 55
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 55
American Century Companies Inc 55
BlackRock Advisors LLC 55
Engineers Gate Manager LP 55
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 54
Oxford Asset Management Llp 54
XTX Topco Ltd 54
Arrowstreet Capital, Limited Partnership 54
Comerica Bank 54
State Board Of Administration Of Florida Retirement System 54
Captrust Financial Advisors 54
State Of Wisconsin Investment Board 54
LPL Financial LLC 54
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 54
Teacher Retirement System Of Texas 54
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 54
Northwestern Mutual Wealth Management Co 54
Ancora Advisors, LLC 54
Zurcher Kantonalbank (Zurich Cantonalbank) 54
Allianz Asset Management GmbH 53
Ameritas Investment Partners, Inc. 53
Principal Financial Group Inc 53
O'shaughnessy Asset Management, Llc 53
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 53
First Horizon Advisors, Inc. 53
Dynamic Technology Lab Private Ltd 53
Public Employees Retirement System Of Ohio 53
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 53
MetLife Investment Management, LLC 53
Advisor Group, Inc. 53
A.R.T. Advisors, LLC 53
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 53
Raymond James & Associates 53
Los Angeles Capital Management Llc 53
Russell Frank Co/ 53
Two Sigma Securities, Llc 53
Franklin Resources Inc 52
Algert Global Llc 52
Norges Bank 52
Wolverine Asset Management Llc 52
PEAK6 Investments LLC 52
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 52
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 52
Advisory Services Network, LLC 52
ProShare Advisors LLC 52
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 52
Huntington National Bank 52
Point72 Hong Kong Ltd 51
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 51
Pacer Advisors, Inc. 51
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 51
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 51
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 51
Envestnet Asset Management Inc 51
Janus Henderson Group Plc 51
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 51
Jefferies Group LLC 51
Jump Financial, LLC 51
Meeder Asset Management Inc 51
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 51
ExodusPoint Capital Management, LP 50
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 50
NOSGX - Northern Funds - Northern Small Cap Value Fund 50
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 50
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 50
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 50
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 50
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 50
Versant Capital Management, Inc 50
IWV - iSHARES TRUST - iShares Russell 3000 ETF 50
Parallel Advisors, LLC 50
Connor, Clark & Lunn Investment Management Ltd. 50
Man Group plc 50
Quadrature Capital Ltd 50
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 50
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 50
Point72 Asset Management, L.P. 49
Martingale Asset Management L P 49
Raymond James Financial Inc 49
Acrospire Investment Management LLC 49
Steward Partners Investment Advisory, Llc 49
Quadrant Capital Group Llc 49
Ergoteles LLC 49
BlueCrest Capital Management Ltd 49
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 49
Macquarie Group Ltd 49
TCI Wealth Advisors, Inc. 49
Magnetar Financial LLC 49
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 49
Walleye Capital LLC 49
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 49
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 48
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 48
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 48
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 48
Ground Swell Capital, LLC 48
Susquehanna Fundamental Investments, Llc 48
Great West Life Assurance Co /can/ 48
Vanguard Index Funds 48
Guggenheim Capital Llc 48
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 48
New York State Teachers Retirement System 48
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 48
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 48
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 48
ClariVest Asset Management LLC 48
Brandywine Global Investment Management, LLC 48
Hsbc Holdings Plc 48
Centiva Capital, LP 48
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 48
Parallax Volatility Advisers, L.P. 48
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 48
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 47
Allworth Financial LP 47
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 47
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 47
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 47
Stifel Financial Corp 47
Janney Montgomery Scott LLC 47
Thrivent Financial For Lutherans 47
Fifth Third Bancorp 47
Glenmede Trust Co Na 47
Alberta Investment Management Corp 47
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 47
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 47
Arizona State Retirement System 47
Covestor Ltd 47
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 47
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 47
BlackRock Group LTD 47
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 47
Gotham Asset Management, LLC 46
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 46
KBC Group NV 46
Winton Capital Group Ltd 46
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 46
Aquatic Capital Management LLC 46
PEAK6 Investments, L.P. 46
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 46
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 45
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 45
Highbridge Capital Management Llc 45
Putnam Investments Llc 45
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 45
HighTower Advisors, LLC 45
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 45
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 45
Healthcare Of Ontario Pension Plan Trust Fund 45
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 45
CIBC Private Wealth Group, LLC 45
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 45
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 45
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 45
GWM Advisors LLC 45
Tfs Capital Llc 45
Lindbrook Capital, Llc 45
Marshall Wace North America L.P. 45
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 45
Hillsdale Investment Management Inc. 45
SBI Securities Co., Ltd. 45
Axa S.a. 44
Emerald Acquisition Ltd. 44
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 44
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 44
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 44
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 44
Nuveen, LLC 44
Parkside Financial Bank & Trust 44
GAMMA Investing LLC 44
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 44
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 44
Canada Pension Plan Investment Board 44
Campbell & CO Investment Adviser LLC 44
EverSource Wealth Advisors, LLC 44
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 44
Geneos Wealth Management Inc. 44
Allspring Global Investments Holdings, LLC 44
Dupont Capital Management Corp 44
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 43
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 43
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 43
Farther Finance Advisors, LLC 43
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 43
Mackenzie Financial Corp 43
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 43
Virginia Retirement Systems Et Al 43
Blair William & Co/il 43
Assetmark, Inc 43
Assenagon Asset Management S.A. 43
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 43
Globeflex Capital L P 43
Alpine Global Management, LLC 43
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 43
Mariner, LLC 43
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 43
Police & Firemen's Retirement System of New Jersey 43
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 43
Bailard, Inc. 43
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 43
EAM Investors, LLC 43
Denali Advisors Llc 42
Occudo Quantitative Strategies Lp 42
Capital Fund Management S.a. 42
Stratos Wealth Partners, LTD. 42
Aperio Group, LLC 42
Jones Financial Companies Lllp 42
Hudson Bay Capital Management LP 42
Corebridge Financial, Inc. 42
Principal Funds Inc 42
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 42
Rockefeller Capital Management L.P. 42
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 42
Federation des caisses Desjardins du Quebec 42
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 42
State of Tennessee, Treasury Department 42
Quantamental Technologies LLC 42
Y-Intercept (Hong Kong) Ltd 42
Public Employees Retirement Association Of Colorado 42
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 42
Teachers Retirement System Of The State Of Kentucky 42
Coldstream Capital Management Inc 42
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 42
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 42
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 41
Quarry LP 41
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 41
Capstone Investment Advisors, Llc 41
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 41
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 41
Voloridge Investment Management, Llc 41
Ellington Management Group Llc 41
Hbk Investments L P 41
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 41
RidgeWorth Capital Management LLC 41
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 41
Cambridge Investment Research Advisors, Inc. 41
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 41
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 41
D.a. Davidson & Co. 41
Rothschild Investment Llc 41
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 41
Raymond James Financial Services Advisors, Inc. 41
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 41
Landscape Capital Management, L.l.c. 41
Commonwealth Equity Services, Llc 41
True Wealth Design, LLC 41
Lsv Asset Management 41
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 41
Cornerstone Capital Management Holdings Llc. 41
Toronto Dominion Bank 41
Lord, Abbett & Co. Llc 41
Neuberger Berman Group LLC 41
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 41
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 41
Clear Street Markets Llc 41
Quest Partners LLC 41
MUFG Americas Holdings Corp 41
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 41
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 40
Numeric Investors Llc 40
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 40
Alyeska Investment Group, L.P. 40
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 40
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 40
State of Wyoming 40
BlackRock Japan Co. Ltd 40
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 40
Massachusetts Financial Services Co /ma/ 40
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 40
Zacks Investment Management 40
Driehaus Capital Management Llc 40
M&t Bank Corp 40
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 40
Harbour Investments, Inc. 40
SRS Capital Advisors, Inc. 40
Menta Capital Llc 40
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 40
Petrus Trust Company, LTA 39
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 39
Polar Asset Management Partners Inc. 39
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 39
Tocqueville Asset Management L.p. 39
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 39
Truist Financial Corp 39
Ellevest, Inc. 39
National Bank Of Canada /fi/ 39
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 39
MetLife Securities, Inc 39
Klp Kapitalforvaltning As 39
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 39
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 39
NSIDX - Northern Funds - Northern Small Cap Index Fund 39
Graham Capital Management, L.P. 39
Mirae Asset Global Investments Co., Ltd. 39
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 39
Caitong International Asset Management Co., Ltd 39
Proficio Capital Partners LLC 39
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 39
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 39
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 39
Capital Performance Advisors Llp 39
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 39
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 39
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 39
Private Trust Co Na 39
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 39
Nomura Asset Management Co Ltd 39
Amalgamated Financial Corp. 39
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 39
Stone Ridge Asset Management LLC 38
United Services Automobile Association 38
Larson Financial Group LLC 38
American Portfolios Advisors 38
Schroder Investment Management Group 38
Advisors Asset Management, Inc. 38
Kennedy Capital Management, Inc. 38
Point72 Middle East FZE 38
VCSLX - VALIC Co I - Small Cap Index Fund 38
Boston Partners 38
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 38
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 38
Loomis Sayles & Co L P 38
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 38
Aigen Investment Management, Lp 38
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 38
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 38
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 38
OMERS ADMINISTRATION Corp 38
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 38
Mason Street Advisors, Llc 38
Adage Capital Partners Gp, L.l.c. 38
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 38
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 38
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 38
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 38
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 38
IWM - iSHARES TRUST - iShares Russell 2000 ETF 38
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 38
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 38
Wealthspire Advisors, L.P. 38
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 38
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 38
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 38
Dark Forest Capital Management Lp 38
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 38
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 38
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 38
Laurion Capital Management LP 38
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 38
Intech Investment Management Llc 38
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 38
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 38
Oppenheimer Asset Management Inc. 38
Gabelli Funds Llc 38
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 38
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 38
Profunds - Profund Vp Ultrasmall-cap 38
Mutual Of America Capital Management Llc 38
Global Retirement Partners, LLC 38
Smartleaf Asset Management LLC 38
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 38
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 38
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 38
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 38
Municipal Employees' Retirement System of Michigan 38
Tiaa-cref Funds 38
Eaton Vance Management 38
Shell Asset Management Co 38
Profunds - Profund Vp Small-cap 38
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 38
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 38
Vident Investment Advisory, LLC 38
Piedmont Investment Advisors Llc 38
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 37
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 37
Natixis Advisors, L.p. 37
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 37
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 37
State of New Jersey Common Pension Fund D 37
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 37
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 37
Advanced Series Trust - Ast Small-cap Growth Portfolio 37
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 37
PENN SERIES FUNDS INC - Small Cap Index Fund 37
Skopos Labs, Inc. 37
Alps Advisors Inc 37
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 37
SLPIX - Profunds - Small-cap Profund Investor Class 37
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 37
National Asset Management, Inc. 37
Exchange Traded Concepts, Llc 37
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 37
Massmutual Trust Co Fsb/adv 37
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 37
MAI Capital Management 37
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 37
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 37
Benjamin F. Edwards & Company, Inc. 37
State Farm Variable Product Trust 37
State Farm Mutual Fund Trust 37
Vestcor Inc 37
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 37
Mackay Shields Llc 37
CoreCap Advisors, LLC 37
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 37
Managed Account Advisors Llc 37
QS Investors, LLC 37
Brevan Howard Capital Management LP 37
BNP Paribas Asset Management Holding S.A. 37
Brown Brothers Harriman & Co 37
Bayesian Capital Management, LP 37
College Retirement Equities Fund 37
Public Sector Pension Investment Board 36
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 36
Spot Trading L.L.C 36
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 36
nVerses Capital, LLC 36
Nordea Investment Management Ab 36
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 36
Glassman Wealth Services 36
Ronald Blue Trust, Inc. 36
Fuller & Thaler Asset Management, Inc. 36
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 36
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 36
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 36
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 36
Empowered Funds, LLC 36
Amundi 36
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 36
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 36
Nine Chapters Capital Management LLC 36
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 36
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 36
Spark Investment Management LLC 36
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 36
SECOR Capital Advisors, LP 36
PineBridge Investments, L.P. 36
Fox Run Management, L.l.c. 36
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 36
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 36
Oppenheimer Funds Inc 36
Jefferies Financial Group Inc. 36
FLDFX - Meeder Funds - BALANCED FUND Retail Class 36
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 36
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 36
DekaBank Deutsche Girozentrale 36
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 36
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 36
Sofos Investments, Inc. 36
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 36
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 35
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 35
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 35
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 35
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 35
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 35
AdvisorNet Financial, Inc 35
Oregon Public Employees Retirement Fund 35
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 35
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 35
Nebula Research & Development LLC 35
FNY Investment Advisers, LLC 35
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 35
Guggenheim Active Allocation Fund 35
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 35
Paradigm Asset Management Co Llc 35
Principal Securities, Inc. 35
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 35
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 35
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 35
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 35
Zebra Capital Management LLC 35
Quantinno Capital Management LP 35
Stevens Capital Management Lp 35
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 35
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 35
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 35
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 35
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 35
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 35
LS Investment Advisors, LLC 35
GIMFX - GMO TRUST - GMO Implementation Fund 35
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 35
Private Advisor Group, LLC 35
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 35
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 35
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 35
CENTRAL TRUST Co 34
Robeco Institutional Asset Management B.V. 34
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 34
Caxton Associates Lp 34
Hancock Whitney Corp 34
Spire Wealth Management 34
EntryPoint Capital, LLC 34
Northern Trust Co Of Connecticut 34
NumerixS Investment Technologies Inc 34
Td Asset Management Inc 34
Brown Advisory Inc 34
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 34
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 34
VDAFX - VALIC Co I - Dynamic Allocation Fund 34
Penserra Capital Management LLC 34
Hutchin Hill Capital, LP 34
Assured Investment Management LLC 34
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 34
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 34
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 34
Css Llc/il 34
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 34
Corton Capital Inc. 34
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 34
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 34
Innealta Capital, Llc 34
Orion Portfolio Solutions, LLC 34
Venturi Wealth Management, LLC 34
Umb Bank N A/mo 34
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 34
HAP Trading, LLC 34
Grantham, Mayo, Van Otterloo & Co. LLC 34
First Republic Investment Management, Inc. 34
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 34
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 34
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 34
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 34
Summit Global Investments 34
FORA Capital, LLC 33
First Quadrant L P/ca 33
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 33
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 33
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 33
Profund Advisors Llc 33
Texas Permanent School Fund 33
Tfs Capital Investment Trust 33
Convergence Investment Partners, LLC 33
Manchester Capital Management LLC 33
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 33
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 33
Versor Investments LP 33
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 33
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 33
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 33
LMR Partners LLP 33
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 33
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 33
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 33
Crossmark Global Holdings, Inc. 33
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 33
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 33
C M Bidwell & Associates Ltd 33
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 33
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 33
Ubs Oconnor Llc 33
Element Capital Management Llc 33
Summit Trail Advisors, Llc 33
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 33
Catalyst Funds Management Pty Ltd 33
Asset Management One Co., Ltd. 33
Whittier Trust Co 33
Airain ltd 33
Ensign Peak Advisors, Inc 33
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 33
Thompson Davis & Co., Inc. 33
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 33
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 33
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 33
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 32
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 32
NEXT Financial Group, Inc 32
IWC - iSHARES TRUST - iShares Micro-Cap ETF 32
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 32
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 32
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 32
Sherbrooke Park Advisers Llc 32
Advisory Research Inc 32
Natixis 32
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 32
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 32
Belpointe Asset Management LLC 32
Jennison Associates Llc 32
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 32
Point72 Asia (Singapore) Pte. Ltd. 32
Vantagepoint Funds 32
Seven Eight Capital, Lp 32
Chicago Equity Partners Llc 32
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 32
Cetera Advisor Networks LLC 32
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 32
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 32
Ajo, Lp 32
Hartland & Co., LLC 32
First Manhattan Co 32
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 32
Holocene Advisors, LP 31
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 31
Humankind Benefit Corp - Humankind US Stock ETF 31
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 31
Systematic Financial Management Lp 31
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 31
Point72 (DIFC) Ltd 31
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 31
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 31
Louisiana State Employees Retirement System 31
Bokf, Na 31
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 31
Capstone Asset Management Co 31
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 31
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 31
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 31
Vanguard World Fund 31
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 31
Amundi Pioneer Asset Management Inc 31
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 31
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 31
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 31
Credit Agricole S A 31
APG Asset Management N.V. 31
Cnh Partners Llc 31
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 31
Cibc World Markets Corp 31
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 31
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 31
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 31
Valeo Financial Advisors, LLC 31
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 31
RBF Capital, LLC 31
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 31
PENN SERIES FUNDS INC - International Equity Fund 31
Princeton Alpha Management LP 31
Aster Capital Management (DIFC) Ltd 31
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 31
Financial Management Professionals, Inc. 31
Suntrust Banks Inc 31
Cresset Asset Management, LLC 31
Blueshift Asset Management, LLC 31
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 31
Commonwealth Bank Of Australia 31
Foundry Partners, LLC 31
IndexIQ Advisors LLC 31
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 31
AMP Capital Investors Ltd 31
Picton Mahoney Asset Management 31
Bogle Investment Management L P /de/ 31
Alambic Investment Management, L.P. 31
Sowell Financial Services LLC 30
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 30
Universal- Beteiligungs- und Servicegesellschaft mbH 30
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 30
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 30
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 30
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 30
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 30
Carroll Financial Associates, Inc. 30
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 30
Caption Management, LLC 30
Berman Capital Advisors, LLC 30
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 30
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 30
Financial Architects, Inc 30
Absolute Return Capital, LLC 30
Farmers & Merchants Investments Inc 30
Gemmer Asset Management LLC 30
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 30
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 30
Cipher Capital LP 30
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 30
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 30
Regions Financial Corp 30
Mercer Global Advisors Inc /adv 30
Baird Financial Group, Inc. 30
Vident Advisory, LLC 30
Weiss Asset Management LP 30
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 30
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 30
AHL Partners LLP 30
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 30
Daiwa Securities Group Inc. 30
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 30
Private Wealth Management Group, LLC 30
VTL Associates, LLC 30
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 30
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 30
State of Alaska, Department of Revenue 30
Cornercap Investment Counsel Inc 30
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 30
Keybank National Association/oh 30
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 29
Oppenheimer & Co Inc 29
Eagle Asset Management Inc 29
Stephens Consulting, LLC 29
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 29
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 29
Mml Investors Services, Llc 29
Cerity Partners LLC 29
Cetera Investment Advisers 29
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 29
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 29
Hexagon Capital Partners LLC 29
Deere & Co 29
SAC Capital Advisors LP 29
Weiss Multi-Strategy Advisers LLC 29
Handelsbanken Fonder AB 29
Fortitude Family Office, LLC 29
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 29
Riverhead Capital Management Llc 29
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 29
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 29
Capital Advisors, Ltd. LLC 29
Analytic Investors, LLC 29
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 29
Ci Investments Inc. 29
Thompson Siegel & Walmsley Llc 29
Clinton Group Inc 29
CWM Advisors, LLC 29
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 29
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 29
First Hawaiian Bank 29
Quantitative Systematic Strategies LLC 29
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 29
Cullen/frost Bankers, Inc. 29
Cornerstone Advisors, Inc. 29
Howe & Rusling Inc 29
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 29
FIL Ltd 29
Bridgefront Capital, LLC 29
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 28
Pictet Asset Management Holding SA 28
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 28
CIBC Asset Management Inc 28
Harvest Fund Management Co., Ltd 28
Employees Retirement System of Texas 28
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 28
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 28
Hantz Financial Services, Inc. 28
Wedge Capital Management L L P/nc 28
Headlands Technologies LLC 28
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 28
Harbor Capital Advisors, Inc. 28
Van Eck Associates Corp 28
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 28
Wealth Enhancement Advisory Services, Llc 28
Royce Value Trust Inc 28
Calamos Advisors LLC 28
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 28
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 28
Itau Unibanco Holding S.A. 28
Mitsubishi UFJ Trust & Banking Corp 28
NSGRX - Northern Funds - Northern Small Cap Core Fund 28
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 28
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 28
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 28
Catalyst Capital Advisors LLC 28
TD Waterhouse Canada Inc. 28
Atria Investments Llc 28
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 28
Cambria Investment Management, L.P. 28
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 28
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 28
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 28
RBB FUND, INC. - Adara Smaller Companies Fund 28
Sciencast Management LP 28
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 28
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 28
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28
EBI - RBB Fund Trust - Longview Advantage ETF 28
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 28
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 28
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 28
Eqis Capital Management, Inc. 28
Pathstone Family Office, Llc 28
Hennessy Advisors Inc 28
Rydex Etf Trust 28
SJS Investment Consulting Inc. 28
Skandinaviska Enskilda Banken AB (publ) 28
Toroso Investments, LLC 28
Wipfli Financial Advisors Llc, 28
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 28
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 28
Irish Life Investment Managers Ltd. 28
Bell Investment Advisors, Inc 28
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 27
Invictus RG 27
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 27
Bowling Portfolio Management LLC 27
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 27
Lombard Odier Asset Management (USA) Corp 27
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 27
Twin Peaks Wealth Advisors, LLC 27
Blackrock Ltd Duration Income Trust 27
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 27
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 27
Woodline Partners LP 27
Moore Capital Management, Lp 27
Illinois Municipal Retirement Fund 27
Barings Llc 27
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 27
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 27
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 27
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 27
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 27
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 27
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 27
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 27
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 27
Visium Asset Management, LP 27
New York Life Investment Management Llc 27
Clearbridge Investments, LLC 27
Twin Tree Management, LP 27
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 27
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 27
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 27
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 27
Karp Capital Management Corp 27
Bryn Mawr Capital Management Inc 27
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 27
Xact Kapitalforvaltning AB 27
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 27
Hotchkis & Wiley Capital Management Llc 27
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 27
Boston Private Wealth Llc 27
First Mercantile Trust Co 27
Rehmann Capital Advisory Group 27
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 27
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 27
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 27
Ontario Teachers Pension Plan Board 27
Great Lakes Advisors, Llc 27
Pine River Capital Management L.P. 27
Plante Moran Financial Advisors, LLC 27
GV Financial Advisors 27
King Luther Capital Management Corp 27
GAM Holding AG 27
Quantitative Investment Management, LLC 27
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 27
Pinnacle Wealth Planning Services, Inc. 27
Gamco Investors, Inc. Et Al 27
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 27
Savant Capital, LLC 27
Jane Street Holding, LLC 27
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 27
Private Capital Group, LLC 26
RSSL - Global X Funds - Global X Russell 2000 ETF 26
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 26
Navellier & Associates Inc 26
Atom Investors LP 26
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 26
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 26
Kestra Advisory Services, LLC 26
Twinbeech Capital Lp 26
Inceptionr Llc 26
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 26
Claymore Exchange-traded Fund Trust 26
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 26
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 26
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 26
World Asset Management Inc 26
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 26
Maryland State Retirement & Pension System 26
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 26
Citizens Financial Group Inc/ri 26
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 26
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 26
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 26
Enterprise Financial Services Corp 26
USA Financial Portformulas Corp 26
Ritholtz Wealth Management 26
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 26
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 26
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 26
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 26
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 26
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 26
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 26
Peak6 Llc 26
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 26
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 26
JustInvest LLC 26
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 26
J. Goldman & Co LP 26
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 26
Harel Insurance Investments & Financial Services Ltd. 26
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 26
Advanced Series Trust - Ast Small-cap Value Portfolio 26
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 26
Harvest Group Wealth Management, Llc 26
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 26
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 26
QCVAX - Clearwater Investment Trust - Clearwater International Fund 26
Rational Advisors Llc 26
Shepherd Kaplan Krochuk, Llc 26
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 26
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 26
Teza Capital Management LLC 26
General Motors Investment Management Corp 26
NewSquare Capital LLC 26
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 26
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 26
Sandy Spring Bank 26
Jfs Wealth Advisors, Llc 26
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 26
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 26
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 26
Sei Trust Co 26
Profunds - Profund Vp Oil & Gas 26
Keebeck Alpha, LP 26
BRYN MAWR TRUST Co 26
Utah Retirement Systems 26
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 26
Maven Securities LTD 26
Pathstone Holdings, LLC 26
Bridgewater Associates, LP 26
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 26
AE Wealth Management LLC 26
MQS Management LLC 26
Prospera Financial Services Inc 26
Yousif Capital Management, Llc 26
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 26
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 25
FineMark National Bank & Trust 25
JNBA Financial Advisors 25
Dorsey Wright & Associates 25
Westpac Banking Corp 25
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 25
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 25
Seizert Capital Partners, Llc 25
Oppenheimer Etf Trust 25
Shelton Capital Management 25
Meadow Creek Investment Management LLC 25
Numerai GP LLC 25
Money Concepts Capital Corp 25
Cornerstone Planning Group LLC 25
Aviva Plc 25
Xponance, Inc. 25
Smithfield Trust Co 25
Steward Financial Group LLC 25
Pearl River Capital, LLC 25
CIBC World Markets Inc. 25
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 25
Livforsakringsbolaget Skandia, Omsesidigt 25
FinTrust Capital Advisors, LLC 25
Alphacrest Capital Management Llc 25
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 25
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 25
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 25
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 25
FNY Managed Accounts LLC 25
Weld Capital Management Llc 25
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 25
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 25
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 25
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 25
Barrow Hanley Mewhinney & Strauss Llc 25
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 25
FDx Advisors, Inc. 25
BFOR - ALPS ETF Trust - Barron's 400 ETF 25
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 25
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 25
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 25
Pictet Asset Management Ltd 25
Essex Investment Management Co Llc 25
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 25
Hemington Wealth Management 25
Intrinsic Edge Capital Management LLC 25
Diversified Trust Co 25
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 25
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 25
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 25
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 25
International Assets Investment Management, Llc 25
Blackrock Debt Strategies Fund, Inc. 25
South Dakota Investment Council 25
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 25
Golden State Wealth Management, LLC 25
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 25
Ethic Inc. 24
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 24
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 24
Calvert Investment Management, Inc. 24
Mount Yale Investment Advisors, LLC 24
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 24
First Citizens Bank & Trust Co 24
CAPROCK Group, Inc. 24
Rialto Wealth Management, LLC 24
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 24
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 24
Capital Analysts, Inc. 24
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 24
RMB Capital Management, LLC 24
Sanctuary Advisors, LLC 24
GABELLI & Co INVESTMENT ADVISERS, INC. 24
Rise Advisors, LLC 24
Snowden Capital Advisors LLC 24
Townsquare Capital Llc 24
MCF Advisors LLC 24
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 24
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 24
Resources Investment Advisors, LLC. 24
Glazer Capital, Llc 24
Segall Bryant & Hamill, Llc 24
Ashton Thomas Private Wealth, LLC 24
Mason Street Advisors, Llc 24
Securian Asset Management, Inc 24
Campbell Multi-strategy Trust 24
Financial Gravity Companies, Inc. 24
Independent Portfolio Consultants, Inc. 24
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 24
Patriot Financial Group Insurance Agency, LLC 24
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 24
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 24
Pictet Asset Management Sa 24
Vantage Consulting Group Inc 24
Everence Capital Management Inc 24
Alpha Windward Llc 24
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 24
Legato Capital Management LLC 24
CI Private Wealth, LLC 24
Counterpoint Mutual Funds LLC 24
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 24
River Road Asset Management, LLC 24
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 24
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 24
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 24
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 24
Stephens Inc /ar/ 24
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 24
CenterStar Fund, LLC 24
Maverick Capital Ltd 24
Sutton Wealth Advisors Inc. 24
Sawtooth Solutions, LLC 24
North Star Investment Management Corp. 24
Scientech Research LLC 24
Avantax Planning Partners, Inc. 24
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 24
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 24
Bank Of Nova Scotia 24
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 24
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 24
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 24
Davidson Kempner Capital Management Lp 24
Washington Trust Bank 23
Whittier Trust Co Of Nevada Inc 23
SpiderRock Trading LLC 23
Flagship Harbor Advisors, Llc 23
Pitcairn Co 23
Ramsey Quantitative Systems 23
Fieldpoint Private Securities, LLC 23
Brookfield Asset Management Inc. 23
Johnson Financial Group, Inc. 23
Global Financial Private Client, LLC 23
DiNuzzo Private Wealth, Inc. 23
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 23
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 23
Artisan Partners Limited Partnership 23
Mv Capital Management, Inc. 23
Blackrock Corporate High Yield Fund, Inc. 23
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 23
Evoke Wealth, Llc 23
Sequoia Financial Advisors, LLC 23
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 23
Checchi Capital Advisers, LLC 23
Dean Investment Associates, Llc 23
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 23
R Squared Ltd 23
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 23
Gradient Investments LLC 23
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 23
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 23
Brinker Capital Investments, LLC 23
Old Mutual Customised Solutions (proprietary) Ltd 23
Schubert & Co 23
Silvercrest Asset Management Group Llc 23
Etf Managers Group, Llc 23
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 23
Mirabella Financial Services Llp 23
Crestline Management, LP 23
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 23
Ing Groep Nv 23
Koshinski Asset Management, Inc. 23
Skylands Capital, LLC 23
Lee Financial Co 23
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 23
Reilly Financial Advisors, Llc 23
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 23
Northwestern Mutual Investment Management Company, Llc 23
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 23
SOUTH STATE Corp 23
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 23
Gladius Capital Management LP 23
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 23
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 23
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 23
Elkfork Partners LLC 23
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 23
ETRADE Capital Management LLC 23
Timber Hill LLC 23
Altshuler Shaham Ltd 23
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 23
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 23
Edgestream Partners, L.P. 23
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 23
Baker Avenue Asset Management, LP 23
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 23
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 23
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 23
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 23
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 23
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 23
Investors Research Corp 23
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 23
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 23
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 23
ArrowMark Colorado Holdings LLC 23
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 23
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 23
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 23
Trust Co Of Vermont 23
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 23
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 23
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 23
Jackson Creek Investment Advisors LLC 23
Disciplined Investments, LLC 23
Candriam Luxembourg S.C.A. 22
Eaton Vance Ltd Duration Income Fund 22
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 22
First Personal Financial Services 22
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 22
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 22
Treasurer of the State of North Carolina 22
Entropy Technologies, LP 22
Hartford Mutual Funds Inc/ct 22
Csenge Advisory Group 22
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 22
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 22
Old Mission Capital Llc 22
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 22
Placemark Investments, Inc. 22
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 22
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 22
TFC Financial Management 22
Axq Capital, Lp 22
LRI Investments, LLC 22
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 22
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 22
Vanguard Horizon Funds 22
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 22
Synovus Financial Corp 22
Parkworth Wealth Management, Inc. 22
BI Asset Management Fondsmaeglerselskab A/S 22
Duality Advisers, Lp 22
GW&K Investment Management, LLC 22
I.g. Investment Management, Ltd. 22
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 22
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 22
Rsm Us Wealth Management Llc 22
Advisors Preferred, LLC 22
Harbor Investment Advisory, Llc 22
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 22
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 22
Atria Wealth Solutions, Inc. 22
Evercore Wealth Management, LLC 22
Hanseatic Management Services Inc 22
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 22
Cantab Capital Partners LLP 22
Contravisory Investment Management, Inc. 22
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 22
Moneta Group Investment Advisors Llc 22
Cinctive Capital Management LP 22
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 22
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 22
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 22
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 22
Cassady Schiller Wealth Management, LLC 22
Jain Global LLC 22
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 22
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 22
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 22
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 22
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 22
Truvestments Capital Llc 22
Rafferty Asset Management, LLC 22
Guardian Wealth Advisors, LLC 22
Commonwealth Equity Services, Inc 22
Jupiter Asset Management Ltd 22
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 22
Wbi Investments, Inc. 22
State Of Michigan Retirement System 22
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 22
Coppell Advisory Solutions LLC 22
Retirement Systems of Alabama 22
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 22
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 22
Ameritas Investment Corp 22
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 22
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 22
James Investment Research Inc 22
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 22
Parametrica Management Ltd 22
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 22
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 22
Ieq Capital, Llc 22
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 22
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 22
Monarch Partners Asset Management LLC 22
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 22
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 22
Claris Advisors, Llc / Mo / 22
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 22
Kayne Anderson Rudnick Investment Management Llc 22
EAM Global Investors LLC 22
Quent Capital, LLC 22
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 22
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 22
MUFG Securities EMEA plc 22
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 22
Tortoise Investment Management, LLC 22
Carlson Capital L P 22
Earnest Partners Llc 21
One Wealth Advisors, LLC 21
NN Investment Partners Holdings N.V. 21
MBOVX - M FUND INC - M Large Cap Value Fund 21
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 21
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 21
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 21
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 21
Symphony Asset Management Llc 21
Newbridge Financial Services Group, Inc. 21
Concord Wealth Partners 21
Bogart Wealth, LLC 21
Sumitomo Mitsui Trust Holdings, Inc. 21
Koch Industries Inc 21
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 21
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 21
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 21
United Capital Financial Advisers, Llc 21
UniSuper Management Pty Ltd 21
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 21
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 21
GPS Wealth Strategies Group, LLC 21
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 21
Heartland Advisors Inc 21
Caisse De Depot Et Placement Du Quebec 21
IHT Wealth Management, LLC 21
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 21
Tarbox Family Office, Inc. 21
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 21
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 21
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 21
MASTER BOND LLC - Master Total Return Portfolio 21
Abound Wealth Management 21
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 21
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 21
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 21
Lighthouse Investment Partners, LLC 21
Janus Capital Management Llc 21
Liberty Mutual Group Asset Management Inc. 21
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 21
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 21
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 21
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 21
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 21
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 21
Winslow, Evans & Crocker, Inc. 21
Vanguard Explorer Fund 21
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 21
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 21
Vise Technologies, Inc. 21
HHM Wealth Advisors, LLC 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 21
New Mexico Educational Retirement Board 21
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 21
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 21
Cordant, Inc. 21
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 21
CPSIX - Unified Series Trust - Fci Bond Fund 21
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 21
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 21
Wasatch Advisors Inc 21
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 21
Avion Wealth 21
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 21
Centaurus Financial, Inc. 21
People's United Financial, Inc. 21
Scopus Asset Management, L.p. 21
WFG Advisors, LP 21
Fisher Asset Management, LLC 21
Mather Group, Llc. 21
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 21
Bb&t Securities, Llc 21
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 21
Man Investments Ltd 21
Avantax Advisory Services, Inc. 21
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 21
Fort Washington Investment Advisors Inc /oh/ 21
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 21
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 21
Cadence Capital Management Llc 21
Tfo-tdc, Llc 21
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 21
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 21
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 21
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 21
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 21
CX Institutional 21
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 21
Diametric Capital, LP 21
Bay Harbor Wealth Management, LLC 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 20
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 20
EA Series Trust 20
Aristides Capital LLC 20
GeoWealth Management, LLC 20
Delphia (USA) Inc. 20
Six Circles Trust - Six Circles Global Bond Fund 20
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 20
Glen Harbor Capital Management LLC 20
IBM Retirement Fund 20
Sonora Investment Management, LLC 20
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 20
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 20
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 20
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 20
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 20
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 20
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 20
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 20
Ropes Wealth Advisors Llc 20
Wedbush Securities Inc 20
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 20
Blackrock Core Bond Trust 20
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 20
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 20
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 20
Weiss Strategic Interval Fund 20
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 20
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 20
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 20
HFM Investment Advisors, LLC 20
Moors & Cabot, Inc. 20
Cigna Investments Inc /new 20
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 20
SummerHaven Investment Management, LLC 20
Creative Financial Designs Inc /adv 20
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 20
We Are One Seven, LLC 20
Bartlett & Co. LLC 20
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 20
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 20
1832 Asset Management L.P. 20
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 20
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 20
BNP Paribas Investment Partners S.A. 20
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 20
Signet Financial Management, Llc 20
National Planning Corp 20
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 20
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 20
Delpha Capital Management, Llc 20
Perritt Capital Management Inc 20
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 20
Gideon Capital Advisors, Inc. 20
Pzena Investment Management Llc 20
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 20
Societe Generale 20
Opus Capital Group, LLC 20
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 20
GLG Partners LP 20
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 20
New Age Alpha Advisors, LLC 20
Index Management Solutions, LLC 20
Bartlett & Co. Wealth Management Llc 20
Seacrest Wealth Management, Llc 20
Old Mutual Global Investors (UK) Ltd. 20
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 20
Optiver Holding B.V. 20
Virtus Investment Advisers, Inc. 20
Atlantic Trust, LLC 20
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 20
Yorktown Management & Research Co Inc 20
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 20
Commerce Bank 20
Icon Advisers Inc/co 20
Meritage Portfolio Management 20
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 20
Brant Point Investment Management Llc 20
Cornerstone Investment Partners, LLC 20
IWB - iSHARES TRUST - iShares Russell 1000 ETF 20
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 20
Wealthcare Advisory Partners LLC 20
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 20
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 20
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 20
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 20
Tcw Group Inc 20
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 19
Balter Liquid Alternatives, LLC 19
GHP Investment Advisors, Inc. 19
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 19
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 19
Fiera Capital Corp 19
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 19
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 19
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 19
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 19
Quest Capital Management Inc /adv 19
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 19
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 19
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 19
Bare Financial Services, Inc 19
Alpha DNA Investment Management LLC 19
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 19
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 19
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 19
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 19
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 19
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 19
Eagle Global Advisors Llc 19
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 19
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 19
Raleigh Capital Management Inc. 19
Sachetta, LLC 19
Erste Asset Management GmbH 19
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 19
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 19
SYSTM Wealth Solutions LLC 19
AGF Investments LLC 19
Delta Asset Management Llc/tn 19
Fortitude Advisory Group L.L.C. 19
Tyers Asset Management LLC 19
Kepos Capital LP 19
Capital One, National Association 19
Capula Management Ltd 19
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 19
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 19
Lido Advisors, LLC 19
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 19
Standard Life Aberdeen plc 19
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 19
Granite Investment Partners, LLC 19
Alpha Paradigm Partners, LLC 19
Td Private Client Wealth Llc 19
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 19
Nbc Securities, Inc. 19
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 19
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 19
Independent Advisor Alliance 19
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 19
Burney Co/ 19
Chicago Partners Investment Group LLC 19
Blackrock Multi-sector Income Trust 19
SG Capital Management LLC 19
ISAM Funds (UK) Ltd 19
Echo Street Capital Management LLC 19
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 19
Alera Investment Advisors, LLC 19
Invenomic Capital Management LP 19
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 19
Wealthfront Inc 19
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 19
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 19
Front Row Advisors LLC 19
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 19
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 19
Leuthold Group, Llc 19
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 19
Prudential Plc 19
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 19
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 19
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 19
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 19
Johnson Investment Counsel Inc 19
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 19
K2 Principal Fund, L.p. 19
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 19
Tucker Asset Management Llc 19
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 19
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 19
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 19
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 19
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 19
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 19
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 19
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 19
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 18
Arlington Trust Co LLC 18
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 18
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 18
Capital World Investors 18
Pendal Group Ltd 18
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 18
Oakbrook Investments Llc 18
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 18
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 18
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 18
Six Circles Trust - Six Circles Credit Opportunities Fund 18
Invictus RG Pte. Ltd. 18
Hartford Investment Management Co 18
Toth Financial Advisory Corp 18
Transamerica Partners Funds Group Ii 18
Valley National Advisers Inc 18
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 18
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 18
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 18
Smith Asset Management Group Lp 18
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 18
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 18
Neo Ivy Capital Management 18
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 18
Greenleaf Trust 18
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 18
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 18
Rotella Capital Management, Inc. 18
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 18
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 18
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 18
BBT Capital Management, LLC 18
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 18
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 18
Longfellow Investment Management Co Llc 18
Pinz Capital Management, LP 18
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 18
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 18
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 18
DAACX - Adviser Managed Trust - Diversified Equity Fund 18
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 18
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 18
Yakira Capital Management, Inc. 18
Archford Capital Strategies, LLC 18
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 18
Wexford Capital Lp 18
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 18
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 18
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 18
AlphaMark Advisors, LLC 18
Evergreen Capital Management Llc 18
Santa Fe Partners LLC 18
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 18
Swedbank AB 18
Whitebox Advisors Llc 18
Spring Creek Capital Llc 18
Janney Capital Management LLC 18
Horizon Investments, LLC 18
Kestra Investment Management, LLC 18
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 18
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 18
WealthPLAN Partners, LLC 18
UMA Financial Services, Inc. 18
Qs Batterymarch Financial Management, Inc 18
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 18
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 18
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 18
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 18
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 18
BDO Wealth Advisors, LLC 18
Wiley Bros.-aintree Capital, Llc 18
Zions Bancorporation, N.A. 18
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 18
Royal London Asset Management Ltd 18
Ameritas Advisory Services, LLC 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 18
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 18
Shay Capital LLC 18
Bruce G. Allen Investments, LLC 18
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 18
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 18
Exane Derivatives 18
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 18
Lucus Advisors Llc 18
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 18
361 Capital Llc 18
Global X Management CO LLC 18
Gyon Technologies Capital Management, LP 18
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 18
Frontier Capital Management Co Llc 18
Integrated Wealth Concepts LLC 18
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 18
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 18
CVA Family Office, LLC 18
Banque Cantonale Vaudoise 18
DRW Securities, LLC 18
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 18
William Blair Investment Management, Llc 18
Transamerica Partners Funds Group 18
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 18
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 18
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 18
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 18
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 18
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 18
Crewe Advisors LLC 18
Monashee Investment Management LLC 18
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 18
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 18
Veriti Management LLC 18
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 18
Affinity Investment Advisors, Llc 18
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 18
Empirical Finance, LLC 18
VCSVX - VALIC Co II - Small Cap Value Fund 18
Compagnie Lombard Odier SCmA 18
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 18
Gts Securities Llc 18
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 18
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 18
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 18
Veritable, L.P. 18
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 18
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 18
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 17
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 17
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 17
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 17
Westfield Capital Management Co Lp 17
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 17
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 17
BBVA USA Bancshares, Inc. 17
Dean Capital Management 17
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 17
Cambridge Trust Co 17
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 17
Cromwell Holdings LLC 17
Aberdeen Asset Management Plc/uk 17
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 17
Colony Group, LLC 17
First Eagle Investment Management, LLC 17
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 17
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 17
Stoneridge Investment Partners Llc 17
Prescott Group Capital Management, L.l.c. 17
Stonebridge Capital Advisors LLC 17
Chartwell Investment Partners, Llc 17
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 17
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 17
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 17
Anchor Investment Management, LLC 17
Private Wealth Asset Management, LLC 17
WPG Advisers, LLC 17
EULAV Asset Management 17
Prestige Wealth Management Group LLC 17
Kore Private Wealth LLC 17
Annis Gardner Whiting Capital Advisors, LLC 17
Wealthfront Advisers Llc 17
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 17
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 17
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 17
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 17
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 17
Zeke Capital Advisors, Llc 17
Riverview Trust Co 17
Cary Street Partner Investment Advisory Llc 17
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 17
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 17
WASHINGTON TRUST Co 17
Nachman Norwood & Parrott, Inc 17
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 17
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 17
Tradewinds Capital Management, LLC 17
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 17
Measured Wealth Private Client Group, LLC 17
Tibra Equities Europe Ltd 17
VCGAX - VALIC Co I - Growth & Income Fund 17
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 17
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 17
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 17
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 17
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 17
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 17
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 17
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 17
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 17
Breton Hill Capital Ltd. 17
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 17
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 17
Raymond James Trust N.a. 17
Colonial Trust Co / SC 17
Winton Diversified Opportunities Fund 17
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 17
Mycio Wealth Partners, Llc 17
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 17
Commerzbank Aktiengesellschaft /fi 17
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 17
Hussman Strategic Advisors, Inc. 17
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 17
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 17
Rice Hall James & Associates, Llc 17
Fiduciary Management Inc /wi/ 17
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 17
DnB Asset Management AS 17
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 17
Tompkins Financial Corp 17
Sageworth Trust Co 17
Pnc Funds 17
Concentric Capital Strategies, LP 17
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 17
Copper Rock Capital Partners, LLC 17
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 17
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 17
Baldwin Brothers Inc/ma 17
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 17
Transamerica Partners Portfolios 17
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 17
MML Series Investment Fund II - MML Equity Rotation Fund Class II 17
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 17
Islay Capital Management, Llc 17
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 17
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 17
Macroview Investment Management Llc 17
Ledyard National Bank 17
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 17
Integrated Wealth Management 17
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 17
Sunbelt Securities, Inc. 17
Procyon Private Wealth Partners, LLC 17
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 17
Highland Capital Management, Llc 17
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 17
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 17
Vanguard Whitehall Funds 17
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 17
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 17
Cetera Advisors LLC 17
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 17
BerganKDV Wealth Management, LLC 17
Andra AP-fonden 17
Transce3nd, LLC 17
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 17
Institutional & Family Asset Management, Llc 17
Continuum Advisory, LLC 17
Dana Investment Advisors, Inc. 17
ACK Asset Management LLC 17
Fort, L.p. 17
Vontobel Holding Ltd. 17
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 17
Cna Financial Corp 17
Glenmede Investment Management, LP 17
Ada Investment Management, LP 17
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 17
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 16
McIlrath & Eck, LLC 16
Moody National Bank Trust Division 16
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 16
Old National Bancorp /in/ 16
American National Bank 16
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 16
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 16
Dreman Value Management, L L C 16
Royce Micro-cap Trust, Inc /md/ 16
Sigma Planning Corp 16
Lenox Wealth Advisors, LLC 16
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 16
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 16
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 16
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 16
First Pacific Advisors, LP 16
Thb Asset Management 16
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 16
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 16
Jaffetilchin Investment Partners, LLC 16
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 16
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 16
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 16
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 16
DAVENPORT & Co LLC 16
Linden Thomas Advisory Services, LLC 16
First Allied Advisory Services, Inc. 16
Coe Capital Management, LLC 16
RFP Financial Group LLC 16
Blackrock Credit Allocation Income Trust 16
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 16
Hughes Financial Services, LLC 16
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 16
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 16
Kilter Group LLC 16
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 16
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 16
Brandes Investment Partners, Lp 16
Azzad Asset Management Inc /adv 16
Kapitalo Investimentos Ltda 16
Bahl & Gaynor Inc 16
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 16
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 16
Palisade Capital Management Llc/nj 16
New Amsterdam Partners Llc/ny 16
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 16
Advisor Partners Ii, Llc 16
New England Securities Corp /MA/ 16
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 16
Alliancebernstein Global High Income Fund Inc 16
Fred Alger Management, Llc 16
Tradeworx Inc. 16
Qsemble Capital Management, LP 16
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 16
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 16
Colony Group Llc 16
Wolff Wiese Magana Llc 16
First Horizon Corp 16
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 16
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 16
Associated Banc-corp 16
Columbia Partners L L C Investment Management 16
CSat Investment Advisory, L.P. 16
Asset Dedication, LLC 16
Frazier Financial Advisors, LLC 16
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 16
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 16
E. Ohman J:or Asset Management AB 16
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 16
Kdi Capital Partners Llc 16
Semanteon Capital Management, LP 16
Isthmus Partners, Llc 16
Motco 16
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 16
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 16
Pinnacle Associates Ltd 16
Accurate Wealth Management, LLC 16
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 16
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 16
Activest Wealth Management 16
Parkwood LLC 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 16
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 16
Jacobi Capital Management LLC 16
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 16
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 16
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 16
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 16
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 16
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 16
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 16
Sun Life Financial Inc 16
Meiji Yasuda Asset Management Co Ltd. 16
Wealthcare Capital Management Llc 16
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 16
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 16
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 16
Coastal Investment Advisors, Inc. 16
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 16
Westwood Holdings Group Inc 16
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 16
Qrg Capital Management, Inc. 16
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 16
IMC-Chicago, LLC 16
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 16
HighPoint Advisor Group LLC 16
Machina Capital S.a.s. 16
Capital Guardian Trust Co 16
Cowen Group, Inc. 16
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 16
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 16
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 16
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 16
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 16
Zions Bancorporation 16
WR Wealth Planners, LLC 16
LGT Financial Advisors LLC 16
Boston Advisors Llc 16
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 16
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 16
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 16
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 16
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 16
Metis Global Partners, LLC 16
West Tower Group, LLC 16
B. Metzler seel. Sohn & Co. AG 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 16
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 16
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 16
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 16
Natixis Investment Managers International 16
Delphi Management Inc /ma/ 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 16
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 16
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 16
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 16
San Francisco Sentry Investment Group (ca) 16
Impact Partnership Wealth, LLC 16
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 16
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 16
HB Wealth Management, LLC 16
Artemis Investment Management LLP 16
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 16
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 16
Forum Financial Management, LP 16
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 16
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 16
Readystate Asset Management Lp 16
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 16
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 16
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 16
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 16
Simon Quick Advisors, Llc 15
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 15
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 15
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 15
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 15
Kanaly Trust Co 15
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 15
Bleakley Financial Group, LLC 15
Vigilant Capital Management, LLC 15
Korea Investment CORP 15
L & S Advisors Inc 15
Jpmorgan Trust Iii 15
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 15
Gw Henssler & Associates Ltd 15
Luminus Management Llc 15
Sumitomo Mitsui DS Asset Management Company, Ltd 15
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 15
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 15
Gateway Investment Advisers Llc 15
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 15
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 15
Optimum Investment Advisors 15
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 15
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 15
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 15
VCSMX - VALIC Co I - Small Cap Fund 15
Mfs Charter Income Trust 15
VCAAX - VALIC Co I - Asset Allocation Fund 15
Beacon Capital Management, LLC 15
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 15
Fortress Investment Group LLC 15
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 15
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 15
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 15
Waddell & Reed Financial Inc 15
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 15
Dakota Wealth Management 15
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 15
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 15
Curian Capital Llc 15
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 15
Sound Income Strategies, LLC 15
Financial Advocates Investment Management 15
Kistler-Tiffany Companies, LLC 15
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 15
Peregrine Capital Management Llc 15
STXK - EA Series Trust - Strive Small-Cap ETF 15
STXV - EA Series Trust - Strive 1000 Value ETF 15
Waratah Capital Advisors Ltd. 15
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 15
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 15
Strategic Wealth Partners, Ltd. 15
Tsfg, Llc 15
Oliver Lagore Vanvalin Investment Group 15
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 15
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 15
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 15
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 15
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 15
Paradigm Capital Management Inc/ny 15
Capital Research Global Investors 15
Lombard Odier Asset Management (Switzerland) SA 15
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 15
Venture Visionary Partners LLC 15
Regentatlantic Capital Llc 15
Tredje AP-fonden 15
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 15
Principia Wealth Advisory, LLC 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 15
Winfield Associates, Inc. 15
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 15
ORG Partners LLC 15
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 15
Heritage Wealth Advisors 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 15
Freestone Grove Partners LP 15
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 15
Glen Eagle Advisors, LLC 15
iA Global Asset Management Inc. 15
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 15
Apollon Wealth Management, LLC 15
Gilder Gagnon Howe & Co Llc 15
AHIVX - American Century Investment Trust - High Income Fund Investor Class 15
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 15
Carolinas Wealth Consulting Llc 15
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 15
Confluence Wealth Services, Inc. 15
Arkadios Wealth Advisors 15
Envestnet Portfolio Solutions, Inc. 15
Virtus Global Dividend & Income Fund Inc. 15
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 15
Thurston, Springer, Miller, Herd & Titak, Inc. 15
Benjamin Edwards Inc 15
Oak Thistle LLC 15
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 15
Perigon Wealth Management, LLC 15
Richard Bernstein Advisors LLC 15
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 15
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 15
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 15
FourThought Financial, LLC 15
Forum Funds 15
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 15
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 15
EverPoint Asset Management, LLC 15
Fjarde Ap-fonden /fourth Swedish National Pension Fund 15
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 15
Dynamic Technology Lab Pte Ltd 15
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 15
Friess Associates Llc 15
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 15
SummitTX Capital, L.P. 15
Brinker Capital Inc 15
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 15
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 15
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 15
Caxton Associates Llp 15
Virginia Retirement System 15
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 15
Profunds - Profund Vp Industrials 15
VVSCX - VALIC Co I - Small Cap Value Fund 15
Grove Bank & Trust 15
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 15
Water Island Capital Llc 15
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 15
NatWest Group plc 15
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 15
Cerebellum GP, LLC 15
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 15
Baird Robert W & Co Inc /wi/ 15
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 15
Bb&t Investment Services, Inc. 15
Harbour Capital Advisors, LLC 15
Rothschild Asset Management Inc 15
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 15
M&g Investment Management Ltd 15
Creekmur Asset Management LLC 15
Agf Management Ltd 15
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 15
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 15
Soros Fund Management Llc 15
Advantage Investment Management, Llc 15
Northwest & Ethical Investments L.P. 15
WealthCollab, LLC 15
American Capital Advisory, LLC 15
Advanced Series Trust - Ast Advanced Strategies Portfolio 15
Dubuque Bank & Trust Co 15
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 15
B. Metzler seel. Sohn & Co. Holding AG 15
Level Four Advisory Services, Llc 15
Integrated Investment Consultants, LLC 15
Hm Payson & Co 15
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 15
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 15
WealthTrak Capital Management LLC 15
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 15
TimesSquare Capital Management, LLC 15
Flinton Capital Management LLC 15
JJJ Advisors Inc. 15
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 15
Tradition Wealth Management, LLC 15
Cable Hill Partners, LLC 15
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 15
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 15
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 15
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 15
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 15
ZPR Investment Management 15
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 15
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 15
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 15
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 15
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 15
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 15
NorthCoast Asset Management LLC 15
Levin Capital Strategies, L.p. 15
Key FInancial Inc 14
Sculptor Capital LP 14
Profunds - Profund Vp Small-cap Value 14
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 14
Symmetry Partners, LLC 14
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 14
Gulf International Bank (UK) Ltd 14
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 14
Tcwp Llc 14
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 14
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 14
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 14
Claraphi Advisory Network, LLC 14
Transamerica Financial Advisors, Inc. 14
MARSHALL WACE ASIA Ltd 14
Copeland Capital Management, LLC 14
Merit Financial Group, LLC 14
First New York Securities Llc /ny 14
Cynosure Management, Llc 14
Lloyds Banking Group plc 14
Meridian Wealth Partners, LLC 14
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 14
Bank Of Hawaii 14
Salem Investment Counselors Inc 14
Capital Asset Advisory Services LLC 14
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 14
SkyView Investment Advisors, LLC 14
Atlas Capital Advisors Llc 14
Oakworth Capital, Inc. 14
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 14
WealthTrust-Arizona, LLC 14
Liberty Wealth Management Llc 14
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 14
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 14
CCMG - EA Series Trust - CCM Global Equity ETF 14
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 14
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 14
Ashton Thomas Securities, Llc 14
Perkins Coie Trust Co 14
Select Equity Group, L.P. 14
Caas Capital Management Lp 14
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 14
Cramer Rosenthal Mcglynn Llc 14
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 14
Gerstein Fisher 14
Davy Global Fund Management Ltd 14
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 14
Allstate Corp 14
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 14
Columbia Wanger Asset Management Llc 14
Foster & Motley Inc 14
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 14
Wunderlich Securities, Inc. 14
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 14
Park Place Capital Corp 14
Nicholas Investment Partners, LP 14
Nuveen S&p 500 Dynamic Overwrite Fund 14
Ballentine Partners, LLC 14
Equitable Trust Co 14
Euclidean Technologies Management, LLC 14
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 14
Origin Asset Management LLP 14
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 14
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 14
Twin Capital Management Inc 14
Ostrum Asset Management 14
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 14
Comerica Securities,inc. 14
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 14
AUERX - Unified Series Trust - Auer Growth Fund 14
Next Financial Holdings 14
Knight Capital Group, Inc. 14
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 14
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 14
MERVX - MERGER FUND VL - The Merger Fund VL 14
Bayforest Capital Ltd 14
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 14
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 14
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 14
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 14
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 14
Gdl Fund 14
Zurich Insurance Group Ltd/FI 14
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 14
Dynamic Capital Management Ltd 14
UXI - PROSHARES TRUST - ProShares Ultra Industrials 14
Delphi Private Advisors LLC 14
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 14
Matarin Capital Management, LLC 14
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 14
Zweig-DiMenna Associates LLC 14
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 14
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 14
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 14
Pinnacle Bancorp, Inc. 14
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 14
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 14
John Hancock Income Securities Trust 14
Omnia Family Wealth, LLC 14
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 14
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 14
K.J. Harrison & Partners Inc 14
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 14
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 14
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 14
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 14
Tlp Group Llc 14
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 14
Weaver C. Barksdale & Associates, Inc. 14
Partnervest Advisory Services LLC 14
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 14
1st Global Advisors, Inc. 14
Kovitz Investment Group Partners, LLC 14
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 14
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 14
Maple Securities Usa Inc 14
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 14
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 14
BlackRock Credit Strategies Fund 14
Fiduciary Trust Co 14
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 14
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 14
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 14
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 14
Achmea Investment Management B.V. 14
Mfs Multimarket Income Trust 14
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 14
Vaughan Nelson Investment Management, L.p. 14
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 14
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 14
Arden Investment Series Trust 14
Clark Capital Management Group, Inc. 14
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 14
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 14
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 14
Ardsley Advisory Partners Lp 14
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 14
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 14
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 14
Redwood Investment Management, Llc 14
EP Wealth Advisors, Inc. 14
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 14
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 14
Westport Resources Management Inc 14
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 14
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 14
Segantii Capital Management Ltd 14
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 14
Westside Investment Management, Inc. 14
Park Avenue Securities Llc 14
Polymer Capital Management (US) LLC 14
Quantessence Capital LLC 14
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 14
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 14
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 14
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 14
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 14
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 14
Kornitzer Capital Management Inc /ks 14
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 14
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 14
Mn Services Vermogensbeheer B.V. 14
Oberweis Asset Management Inc/ 14
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 14
Gabelli Dividend & Income Trust 14
Psagot Investment House Ltd. 14
High Note Wealth, LLC 14
Scout Investments, Inc. 14
Interval Partners, LP 14
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 14
TD Capital Management LLC 14
Winton Capital Management Ltd 14
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 14
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 14
First Capital Advisors Group, LLC. 14
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 14
Brookstone Capital Management 14
Turner Investments, L.p. 14
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 14
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 14
Glg Llc 14
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 14
Edmond De Rothschild Holding S.a. 14
Clearline Capital LP 14
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 14
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 14
Boston Private Bank & Trust Co 14
Susquehanna Portfolio Strategies, LLC 14
Agf Investments Inc. 14
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 14
Eaton Vance Floating-rate Income Trust 14
Advisor Resource Council 14
Gupta Wealth Management LLC 13
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 13
Wesbanco Bank Inc 13
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 13
Legacy Financial Advisors, Inc. 13
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 13
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 13
Beaird Harris Wealth Management, LLC 13
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 13
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 13
SVPIX - Profunds - Small-cap Value Profund Investor Class 13
Freestone Capital Holdings, LLC 13
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 13
UMPIX - Profunds - Ultramid-cap Profund Investor Class 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 13
Spdr S&p Midcap 400 Etf Trust 13
Chevy Chase Trust Holdings, Inc. 13
MDPIX - Profunds - Mid-cap Profund Investor Class 13
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 13
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 13
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 13
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 13
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 13
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 13
Ossiam 13
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 13
Warren Averett Asset Management, LLC 13
Moran Wealth Management, LLC 13
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 13
Verdad Advisers, LP 13
Banque Pictet & Cie Sa 13
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 13
Eaton Vance Senior Floating Rate Trust 13
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 13
Pacitti Group Inc. 13
Sandler Capital Management 13
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 13
Inspire Advisors, LLC 13
Mutual Advisors, LLC 13
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 13
Blackrock Floating Rate Income Strategies Fund, Inc. 13
Opal Wealth Advisors, LLC 13
Basso Capital Management, L.p. 13
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 13
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 13
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 13
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 13
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 13
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 13
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 13
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 13
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 13
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 13
Impax Asset Management Group plc 13
Ikos Cif Ltd 13
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 13
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 13
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 13
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 13
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 13
Schwartz Investment Counsel Inc 13
Prudential Short Duration High Yield Fund, Inc. 13
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 13
EHLS - Tidal Trust II - Even Herd Long Short ETF 13
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 13
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 13
Americafirst Capital Management, Llc 13
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 13
Bridges Investment Management Inc 13
Logan Capital Management Inc 13
Lecap Asset Management Ltd 13
Blackrock Floating Rate Income Trust 13
First Midwest Bank Trust Division 13
Rakuten Securities, Inc. 13
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 13
Foresters Investment Management Company, Inc. 13
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 13
Advisor Partners Llc 13
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 13
Grandeur Peak Global Advisors, LLC 13
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 13
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 13
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 13
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 13
Malaga Cove Capital, LLC 13
Eagle Bay Advisors LLC 13
Center for Financial Planning, Inc. 13
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 13
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 13
VMIDX - VALIC Co I - Mid Cap Index Fund 13
Phocas Financial Corp. 13
Capstone Series Fund Inc 13
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 13
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 13
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 13
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 13
Profunds - Profund Vp Ultramid-cap 13
Farringdon Capital, Ltd. 13
ICA Group Wealth Management, LLC 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 13
URTH - iShares, Inc. - iShares MSCI World ETF 13
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 13
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 13
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 13
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 13
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 13
Nicholas Company, Inc. 13
Putnam Master Intermediate Income Trust 13
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 13
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 13
Catapult Capital Management Llc 13
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 13
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 13
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 13
CastleKnight Management LP 13
Wetherby Asset Management Inc 13
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 13
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 13
Beacon Pointe Advisors, LLC 13
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 13
Mizuho Trust & Banking Co., Ltd. 13
Abich Financial Wealth Management LLC 13
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 13
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 13
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 13
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 13
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 13
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 13
Financial Network Wealth Advisors LLC 13
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 13
Balentine LLC 13
Daiwa Capital Markets America Inc. 13
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 13
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 13
Invesco Senior Loan Fund 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 13
Castleark Management Llc 13
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 13
Stanley-Laman Group, Ltd. 13
PGGM Investments 13
Kb Financial Partners, Llc 13
Ativo Capital Management LLC 13
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 13
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 13
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 13
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 13
T. Rowe Price Investment Management, Inc. 13
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 13
Cribstone Capital Management, LLC 13
Ninety One UK Ltd 13
NOMIX - Northern Funds - Northern Mid Cap Index Fund 13
Savior LLC 13
Athanor Capital, Lp 13
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 13
Kestra Private Wealth Services, Llc 13
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 13
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 13
Forsta Ap-fonden 13
J.w. Cole Advisors, Inc. 13
Eaton Vance Senior Income Trust 13
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 13
Donoghue Forlines LLC 13
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 13
Mendota Financial Group, LLC 13
Hennion & Walsh Asset Management, Inc. 13
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 13
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 13
Nissay Asset Management Corp /japan/ /adv 13
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 13
Balasa Dinverno & Foltz Llc 13
Capital Bank & Trust Co 13
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 13
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 13
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 13
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 13
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 13
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 13
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 13
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 13
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 13
Neuburgh Advisers LLC 13
Emerald Advisers, Llc 13
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 13
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 13
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 13
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 13
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 13
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 13
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 13
Wilbanks Smith & Thomas Asset Management Llc 13
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 13
STXG - EA Series Trust - Strive 1000 Growth ETF 13
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 13
CenterBook Partners LP 13
Wells Fargo Global Dividend Opportunity Fund 13
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 13
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 13
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 13
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 13
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 13
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 13
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 13
Aaron Wealth Advisors LLC 13
V-Square Quantitative Management LLC 13
Congress Wealth Management LLC / DE / 13
Centerpoint Advisors, LLC 13
Bruderman Asset Management, LLC 13
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 13
Pentwater Capital Management LP 13
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 13
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 13
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 13
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 13
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 13
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 13
Ascend Capital, Llc 13
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 13
Ionic Capital Management LLC 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 13
HighVista Strategies LLC 13
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 13
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 13
Capital Investment Advisory Services, LLC 13
Mizuho Securities Usa Llc 13
Mckinley Capital Management Llc /delaware 13
YorkBridge Wealth Partners, LLC 13
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 13
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 13
Wilmington Funds Management Corp 13
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 13
STXM - EA Series Trust - Strive Mid-Cap ETF 13
Kula Investments, LLC 13
Westchester Capital Management, LLC 13
Advanced Series Trust - Ast High Yield Portfolio 13
Worldquant Millennium Advisors Llc 13
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 13
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 13
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 13
Spot Trading L.l.c. 13
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 13
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 13
Robeco Schweiz AG 13
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 13
FEDERATED CORE TRUST - High Yield Bond Portfolio 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 13
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 12
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 12
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 12
Portolan Capital Management, LLC 12
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 12
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 12
Central Pacific Bank - Trust Division 12
Ridgewood Investments LLC 12
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 12
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 12
P Schoenfeld Asset Management Lp 12
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 12
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 12
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 12
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 12
Duncker Streett & Co Inc 12
Walthausen & Co., LLC 12
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 12
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 12
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 12
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 12
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 12
Anchor Capital Advisors Llc 12
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 12
Childress Capital Advisors, Llc 12
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 12
Dai-Ichi Life Insurance Company, Ltd 12
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 12
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 12
Belvedere Trading LLC 12
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 12
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 12
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 12
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 12
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 12
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 12
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 12
Trustcore Financial Services, Llc 12
Hilltop National Bank 12
Bamco Inc /ny/ 12
AdvisorShares Investments LLC 12
Sierra Ocean, Llc 12
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 12
HYLD - Exchange Listed Funds Trust - High Yield ETF 12
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 12
Webster Bank, N. A. 12
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 12
Squar Milner Financial Services Llc 12
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 12
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 12
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 12
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 12
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 12
Mosaic Family Wealth, LLC 12
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 12
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 12
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 12
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 12
Alpine Associates Management Inc. 12
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 12
Oppenheimer Variable Account Funds 12
Baystate Wealth Management LLC 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 12
CHICAGO TRUST Co NA 12
Oribel Capital Management, LP 12
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 12
Salomon & Ludwin, LLC 12
Simplicity Wealth,LLC 12
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 12
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 12
Privium Fund Management (UK) Ltd 12
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 12
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 12
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 12
Cowen And Company, Llc 12
Avestar Capital, LLC 12
Hallmark Capital Management Inc 12
Emerald Investment Partners, Llc 12
TrimTabs Asset Management, LLC 12
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 12
Usca Ria Llc 12
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 12
Fieldview Capital Management, LLC 12
VisionPoint Advisory Group, LLC 12
Mill Creek Capital Advisors, LLC 12
Voleon Capital Management Lp 12
Princeton Global Asset Management LLC 12
Epoch Investment Partners, Inc. 12
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 12
Dearborn Partners Llc 12
Dixon Hughes Goodman Wealth Advisors LLC 12
Pflug Koory, LLC 12
Norden Group Llc 12
Jump Trading, LLC 12
Greenland Capital Management LP 12
Riverwater Partners LLC 12
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 12
Desjardins Global Asset Management Inc. 12
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 12
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 12
Cortina Asset Management, LLC 12
John Hancock Hedged Equity & Income Fund 12
Archer Investment Corp 12
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 12
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 12
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 12
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 12
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 12
Sanctuary Wealth Advisors, LLC 12
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 12
Matrix Trust Co 12
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 12
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 12
Fifth Third Wealth Advisors LLC 12
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 12
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 12
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 12
Covington Capital Management 12
Stux Capital Management, LLC 12
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 12
Quaker Wealth Management, LLC 12
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 12
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 12
Trust For Advisor Solutions 12
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 12
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 12
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 12
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 12
Putnam Premier Income Trust 12
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 12
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 12
Hood River Capital Management LLC 12
Tokio Marine Asset Management Co Ltd 12
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 12
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 12
Redmond Asset Management, LLC 12
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 12
Aristeia Capital Llc 12
Castleview Partners, Llc 12
Underlying Funds Trust 12
Penn Capital Management Co Inc 12
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 12
Verdence Capital Advisors LLC 12
AIA Group Ltd 12
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 12
Sawgrass Asset Management Llc 12
Hoxton Financial, Inc. 12
CWA Asset Management Group, LLC 12
Mascoma Wealth Management LLC 12
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 12
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 12
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 12
Turtle Creek Wealth Advisors, LLC 12
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 12
Bollard Group LLC 12
Teton Advisors, Inc. 12
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 12
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 12
Voya Senior Income Fund 12
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 12
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 12
Voya Infrastructure, Industrials & Materials Fund 12
APBAX - Cavanal Hill Funds - Active Core Fund Investor 12
Bbva Usa 12
Putnam Fl Investment Management Co 12
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 12
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 12
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 12
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 12
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 12
VVMCX - VALIC Co I - Mid Cap Value Fund 12
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 12
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 12
Brewin Dolphin Ltd 12
Whipplewood Advisors, LLC 12
Migdal Insurance & Financial Holdings Ltd. 12
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 12
Boston Trust Walden Corp 12
Atticus Wealth Management, Llc 12
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 12
Oliver Luxxe Assets LLC 12
Invesco Senior Income Trust 12
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 12
Moisand Fitzgerald Tamayo, LLC 12
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 12
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 12
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 12
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 12
Renaissance Group Llc 12
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 12
Regal Investment Advisors LLC 12
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 12
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 12
Global Income Builder Portfolio - Global Income Builder Portfolio 12
Caitlin John, LLC 12
Camarda Financial Advisors, LLC 12
Eudaimonia Partners, LLC 12
Enlightenment Research, LLC 12
NJ State Employees Deferred Compensation Plan 12
Shapiro Robert N 12
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 12
Rosenberg Matthew Hamilton 12
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 12
River & Mercantile Asset Management Llp 12
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 12
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 12
Sargent Bickham Lagudis LLC 12
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 12
MBEQX - M FUND INC - M International Equity Fund 12
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 12
Cove Street Capital, LLC 12
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 12
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 12
Lingohr & Partner Asset Management GmbH 12
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 12
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 12
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 12
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 12
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 12
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 12
Wcm Investment Management, Llc 11
Df Dent & Co Inc 11
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 11
Blackrock Master Llc 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 11
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 11
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 11
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 11
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 11
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 11
Elo Mutual Pension Insurance Co 11
25 Llc 11
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 11
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 11
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 11
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 11
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 11
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 11
Gargoyle Investment Advisor L.L.C. 11
MML Series Investment Fund II - MML Equity Fund Initial Class 11
Connable Office Inc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 11
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 11
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 11
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 11
Colonial Trust Advisors 11
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 11
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 11
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 11
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 11
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 11
Stratton Management Co 11
Montag A & Associates Inc 11
Equitec Proprietary Markets, Llc 11
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 11
Atomi Financial Group, Inc. 11
Zions Bancorporation, National Association /ut/ 11
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 11
TIMOTHY PLAN - Timothy Strategic Variable 11
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 11
Destination Wealth Management 11
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 11
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 11
Aptus Capital Advisors, LLC 11
Operose Advisors LLC 11
FNY Partners Fund LP 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 11
Mizuho Asset Management Co.,Ltd. 11
Thoroughbred Financial Services, Llc 11
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 11
Washington Trust Advisors, Inc. 11
Nuveen Core Equity Alpha Fund 11
Morgan Dempsey Capital Management Llc 11
Cookson Peirce & Co Inc 11
Industrial Alliance Investment Management Inc. 11
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 11
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 11
High Income Opportunities Portfolio - High Income Opportunities Portfolio 11
Bluefin Trading, LLC 11
Cape Investment Advisory, Inc. 11
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 11
Taconic Capital Advisors LP 11
Wealthspire Advisors, LLC 11
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 11
Dorsey & Whitney Trust CO LLC 11
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 11
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 11
Qtron Investments LLC 11
Kingsview Wealth Management, LLC 11
Hexavest Inc. 11
Griffin Institutional Access Credit Fund 11
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 11
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 11
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 11
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 11
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 11
Ogorek Anthony Joseph /ny/ /adv 11
Millstone Evans Group, LLC 11
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 11
D'Orazio & Associates, Inc. 11
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 11
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 11
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 11
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 11
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 11
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 11
Leap Investments Lp 11
Jump Trading, Llc 11
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 11
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 11
Dogwood Wealth Management LLC 11
Sheets Smith Wealth Management 11
Tiverton Asset Management Llc 11
Deprince Race & Zollo Inc 11
West Paces Advisors Inc. 11
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 11
MLPIX - Profunds - Mid-cap Value Profund Investor Class 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 11
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 11
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 11
Harvest Management Llc 11
Valued Wealth Advisors LLC 11
Highstreet Asset Management Inc. 11
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 11
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 11
PENN SERIES FUNDS INC - Small Cap Value Fund 11
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 11
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 11
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 11
Quantedge Capital Pte Ltd 11
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 11
Eisler Capital Management Ltd. 11
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 11
Chase Investment Counsel Corp 11
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 11
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 11
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 11
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 11
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 11
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 11
Sit Investment Associates Inc 11
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 11
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 11
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 11
Wetzel Investment Advisors, Inc. 11
State of New Jersey Common Pension Fund A 11
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 11
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 11
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 11
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 11
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 11
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 11
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 11
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 11
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 11
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 11
Rossby Financial, LCC 11
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 11
Handelsinvest Investeringsforvaltning 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 11
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 11
IronBridge Capital Management LP 11
Private Ocean, LLC 11
ClearAlpha Technologies LP 11
Plato Investment Management Ltd 11
Siemens Fonds Invest GmbH 11
Railway Pension Investments Ltd 11
Invesco Dynamic Credit Opportunities Fund 11
Pekin Hardy Strauss, Inc. 11
TradeLink Global Equity LLC 11
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 11
Old Second National Bank Of Aurora 11
Hudock, Inc. 11
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 11
Oak Ridge Investments Llc 11
First Bank & Trust 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 11
Profunds - Profund Vp Mid-cap Value 11
Vivaldi Asset Management, LLC 11
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 11
Royal Fund Management, LLC 11
SG3 Management, LLC 11
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 11
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 11
Credit Suisse High Yield Bond Fund 11
Redwood Investments, LLC 11
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 11
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 11
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 11
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 11
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 11
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 11
Hodges Capital Management Inc. 11
BlueCrest Capital Management LLP 11
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 11
Lmcg Investments, Llc 11
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 11
Koss-Olinger Consulting, LLC 11
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 11
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 11
Chilton Capital Management Llc 11
Axxcess Wealth Management, Llc 11
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 11
AIEQ - ETF Managers Trust - AI Powered Equity ETF 11
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 11
QCM Cayman, Ltd. 11
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 11
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 11
Pineridge Advisors LLC 11
Keeley-Teton Advisors, LLC 11
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 11
Redwood Wealth Management Group, LLC 11
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 11
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 11
Argent Capital Management Llc 11
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 11
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 11
IFM Investors Pty Ltd 11
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 11
Amerivest Investment Management LLC 11
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 11
Tygh Capital Management, Inc. 11
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 11
Concurrent Investment Advisors, LLC 11
Buckingham Strategic Wealth, Llc 11
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 11
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 11
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 11
Scotia Capital Inc. 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
Visionary Asset Management, Inc. 11
Resona Asset Management Co.,Ltd. 11
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 11
Rockefeller Financial Services Inc 11
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 11
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 11
ABASX - AB TRUST - AB Discovery Value Fund Class A 11
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 11
VCBCX - VALIC Co I - Blue Chip Growth Fund 11
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 11
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 11
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 11
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 11
Three Peaks Capital Management, LLC 11
Callan Family Office, LLC 11
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 11
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 11
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 11
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 11
Telemus Capital, Llc 11
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 11
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 11
First PREMIER Bank 11
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 11
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 11
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 11
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 11
Icon Wealth Partners, LLC 11
Park West Asset Management LLC 11
Credit Suisse Asset Management Income Fund Inc 11
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 11
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 11
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 11
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 11
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 11
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 11
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 11
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 11
HWAY - Themes ETF Trust - Themes US Infrastructure ETF 11
CenterStar Asset Management, LLC 11
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 11
Cantor Fitzgerald, L. P. 11
Avalon Advisors, Llc 11
Munder Capital Management 11
Hawk Ridge Capital Management Lp 11
Monroe Bank & Trust/mi 11
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 11
Prime Capital Investment Advisors, LLC 11
Bp Plc 11
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 11
Bedel Financial Consulting, Inc. 11
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 11
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 11
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 11
Voya Financial Advisors, Inc. 11
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 10
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 10
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 10
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 10
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 10
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 10
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 10
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 10
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 10
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 10
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 10
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 10
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 10
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 10
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 10
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 10
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 10
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 10
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 10
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 10
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 10
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 10
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 10
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 10
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 10
Triad Wealth Partners, LLC 10
Forward Management, LLC 10
Pittenger & Anderson Inc 10
Bragg Financial Advisors, Inc 10
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 10
Punch & Associates Investment Management, Inc. 10
Intrust Bank Na 10
Buffington Mohr McNeal 10
Clark Estates Inc/ny 10
Sapient Capital Llc 10
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 10
Carnegie Capital Asset Management, LLC 10
LBA Wealth Management, LLC 10
Manning & Napier Advisors Llc 10
Sentry Investment Management Llc 10
Horizon Investment Services, LLC 10
Beacon Capital Management, Inc. 10
Thomas White International Ltd 10
Meiji Yasuda Life Insurance Co 10
Syon Capital Llc 10
Advisors Capital Management, LLC 10
HBK Sorce Advisory LLC 10
Arcadia Investment Management Corp/mi 10
Nemes Rush Group LLC 10
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 10
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 10
SeaBridge Investment Advisors LLC 10
Mark Sheptoff Financial Planning, Llc 10
Riggs Asset Managment Co. Inc. 10
Washington Capital Management Inc 10
Northpointe Capital Llc 10
Perpetual Ltd 10
Coppell Advisory Solutions Corp. 10
Marquette Asset Management, LLC 10
St Germain D J Co Inc 10
Highland Capital Management Lp 10
Hilltop Holdings Inc. 10
Schechter Investment Advisors, LLC 10
TradeLink Capital LLC 10
Bray Capital Advisors 10
Paragon Capital Management Ltd 10
Waverton Investment Management Ltd 10
Shinko Asset Management Co., Ltd. 10
Leavell Investment Management, Inc. 10
Baader Bank INC 10
Loews Corp 10
ID Management A/S 10
CrestPoint Capital Management, LLC 10
Trust Department Mb Financial Bank N A 10
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 10
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 10
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 10
Ascent Group, LLC 10
CTC Alternative Strategies, Ltd. 10
Alexandria Capital, LLC 10
Tyler-Stone Wealth Management 10
Exencial Wealth Advisors, Llc 10
Mbb Public Markets I Llc 10
Red Tortoise LLC 10
Boulder Hill Capital Management Lp 10
Pennsylvania Trust Co 10
National Pension Service 10
Carmel Capital Partners, LLC 10
Kiwi Wealth Investments Limited Partnership 10
Piermont Capital Management LLC 10
Tuttle Tactical Management LLC 10
Nair Vinay 10
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 10
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 10
USS Investment Management Ltd 10
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 10
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 10
TRUE Private Wealth Advisors 10
Shellback Capital, LP 10
Sageworth Trust Co of South Dakota 10
J.Safra Asset Management Corp 10
Pallas Capital Advisors LLC 10
Cooper Creek Partners Management Llc 10
Lodge Hill Capital, LLC 10
Crawford Investment Counsel Inc 10
RK Capital Management, LLC 10
Integrated Quantitative Investments LLC 10
Cornerstone Wealth Management, LLC 10
Pinkerton Retirement Specialists, LLC 10
Retirement Group, LLC 10
Kowal Investment Group, LLC 10
Investment Management Corp of Ontario 10
TCTC Holdings, LLC 10
Quinn Opportunity Partners LLC 10
Zimmer Partners, LP 10
Golden State Equity Partners 10
Stifel Nicolaus & Co Inc \mo\ 10
Addison Advisors LLC 10
Dai-ichi Life Holdings, Inc. 10
Lincoln National Corp 10
Bellwether Advisors, LLC 10
Advance Capital I Inc 10
Paces Ferry Wealth Advisors, Llc 10
Premier Fund Managers Ltd 10
Founders Financial Alliance, LLC 10
Planned Solutions, Inc. 10
Legg Mason Investment Counsel, LLC 10
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 10
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 10
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 10
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 10
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 10
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 10
Wilmington Trust, National Association 10
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 10
StoneX Group Inc. 10
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 10
Teton Westwood Funds 10
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 10
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 10
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 10
Periscope Capital Inc. 10
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 10
Point72 Europe (London) LLP 10
R&F Capital Advisors LP 10
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 10
Phoenix Holdings Ltd. 10
Ahrens Investment Partners LLC 10
Bank Julius Baer & Co. Ltd, Zurich 10
Symphony Financial, Ltd. Co. 10
Arlington Partners LLC 10
DC Investments Management, LLC 10
Invesco Bond Fund 10
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 10
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 10
Ziegler Capital Management, LLC 10
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 10
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 10
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 10
Fir Tree Capital Management Lp 10
Prudential Global Short Duration High Yield Fund, Inc. 10
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 10
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 10
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 10
Deseret Mutual Benefit Administrators 10
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 10
Regent Peak Wealth Advisors LLC 10
Keebeck Wealth Management, LLC 10
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 10
Column Capital Advisors, LLC 10
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 10
Oddo Bhf Asset Management Sas 10
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 10
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 10
Pimco Flexible Credit Income Fund 10
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 10
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 10
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 10
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 10
Integrated Advisors Network LLC 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 10
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 10
Manatuck Hill Partners, LLC 10
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 10
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 10
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 10
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 10
Delaware Enhanced Global Dividend & Income Fund 10
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 10
Eaton Vance Floating-rate Income Plus Fund 10
Mfs Intermediate High Income Fund 10
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 10
Legacy Wealth Managment, LLC/ID 10
Mfs Special Value Trust 10
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 10
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 10
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 10
Calamos Global Dynamic Income Fund 10
Calamos Global Total Return Fund 10
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 10
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 10
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 10
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 10
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 10
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 10
Dreyfus High Yield Strategies Fund 10
Ab Pooling Portfolios 10
Calton & Associates, Inc. 10
VBCVX - VALIC Co I - Systematic Value Fund 10
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 10
Gryphon Financial Partners LLC 10
Carillon Tower Advisers, Inc. 10
Kaizen Advisory, Llc 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
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 10
CNB Bank 10
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 10
Change Path, LLC 10
Canton Hathaway, LLC 10
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 10
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 10
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 10
Magnus Financial Group LLC 10
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 10
O'Shares Investment Advisers, LLC 10
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 10
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 10
Alpha Quant Advisors, Llc 10
Claro Advisors LLC 10
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 10
Vestmark Advisory Solutions, Inc. 10
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 10
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 10
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 10
Hartford Series Fund Inc 10
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 10
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 10
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 10
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 10
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 10
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 10
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 10
Personal Cfo Solutions, Llc 10
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 10
Alaska Permanent Fund Corp 10
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 10
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 10
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 10
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 10
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 10
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 10
NOBOX - Northern Funds - Northern Bond Index Fund 10
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 10
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 10
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 10
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 10
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 10
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 10
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 10
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 10
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 10
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 10
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 10
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 10
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 10
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 10
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 10
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 10
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 10
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 10
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 10
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 10
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 10
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 10
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 10
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 10
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 10
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 10
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 10
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 10
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 10
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 10
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 10
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 10
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 10
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 10
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 10
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 10
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 10
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 10
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 10
Deerfield Management Company, L.p. (series C) 10
Brown, Lisle/cummings, Inc. 10
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 10
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 10
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 10
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 10
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 10
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 10
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 10
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 10
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 10
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 10
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 10
Granahan Investment Management Inc/ma 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 10
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 10
Atlanta Capital Management Co L L C 10
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 10
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 10
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 10
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 10
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 10
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 9
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 9
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 9
Clear Harbor Asset Management, LLC 9
JBF Capital, Inc. 9
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 9
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 9
Americana Partners, LLC 9
Gen-Wealth Partners Inc 9
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 9
Dfa Investment Trust Co - The U.s. Large Cap Value Series 9
Ceredex Value Advisors LLC 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 9
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class 9
Southpoint Capital Advisors LP 9
Pcm Fund, Inc. 9
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 9
U S Global Investors Inc 9
22nw, Lp 9
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 9
CenturyLink Investment Management Co 9
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 9
Aua Capital Management, Llc 9
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 9
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 9
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 9
Madison Asset Management, LLC 9
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 9
Wealth Alliance 9
Lloyd Advisory Services, LLC. 9
Highline Wealth Partners Llc 9
Bfsg, Llc 9
Winch Advisory Services, LLC 9
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 9
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 9
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 9
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 9
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 9
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 9
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 9
WUSAX - WANGER ADVISORS TRUST - Wanger USA 9
Eastern Bank 9
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 9
Argent Trust Co 9
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 9
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 9
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 9
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 9
Pimco Dynamic Income Fund 9
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 9
Rakuten Investment Management, Inc. 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 9
Sage Mountain Advisors LLC 9
Global X Funds 9
ARS Investment Partners, LLC 9
Angelo Gordon & Co., L.p. 9
Zullo Investment Group, Inc. 9
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 9
BTG Pactual Global Asset Management Ltd 9
Barnett & Company, Inc. 9
Quotient Investors, LLC 9
Fortis Advisors, LLC 9
First Financial Corp /in/ 9
Howard Hughes Medical Institute 9
Virtus Global Multi-sector Income Fund 9
Dalton Greiner Hartman Maher & Co 9
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 9
Ironwood Financial, llc 9
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 9
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 9
Hanson & Doremus Investment Management 9
Great Diamond Partners, LLC 9
Girard Partners Ltd. 9
Founders Capital Management 9
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 9
Hazlett, Burt & Watson, Inc. 9
Ten Capital Wealth Advisors, LLC 9
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 9
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 9
Norinchukin Bank, The 9
Guggenheim Strategic Opportunities Fund 9
Shaolin Capital Management LLC 9
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 9
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 9
Kingdon Capital Management, L.l.c. 9
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 9
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 9
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 9
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 9
Focused Wealth Management, Inc 9
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 9
Financial Counselors Inc 9
Kings Point Capital Management 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 9
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 9
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 9
Vivaldi Opportunities Fund 9
Congress Asset Management Co /ma 9
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 9
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 9
Paulson Wealth Management Inc. 9
Wagner Wealth Management, Llc 9
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 9
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 9
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 9
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 9
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 9
MMCAP International Inc. SPC 9
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 9
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 9
New England Research & Management, Inc. 9
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 9
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 9
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 9
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 9
Krilogy Financial LLC 9
Strengthening Families & Communities, LLC 9
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 9
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 9
City National Bank 9
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 9
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 9
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 9
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 9
Honeywell International Inc 9
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 9
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 9
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 9
Ibex Investors LLC 9
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 9
Fulton Bank, N.a. 9
Arden Trust Co 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 9
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 9
PRW Wealth Management LLC 9
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 9
Kentucky Retirement Systems 9
Fortaleza Asset Management Inc/ 9
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 9
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 9
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 9
Wright Investors Service Inc 9
First Command Advisory Services, Inc. 9
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 9
Sheaff Brock Investment Advisors, LLC 9
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 9
Abn Amro Investment Solutions 9
Kempen Capital Management N.v. 9
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 9
Beryl Capital Management LLC 9
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 9
Hl Financial Services Llc 9
NOLCX - Northern Funds - Northern Large Cap Core Fund 9
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 9
SGPIX - Profunds - Small-cap Growth Profund Investor Class 9
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 9
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 9
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 9
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 9
MYDA Advisors LLC 9
Truewealth Llc 9
Chesley Taft & Associates LLC 9
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 9
McAdam, LLC 9
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 9
Main Street Group, LTD 9
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 9
BKM Wealth Management, LLC 9
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 9
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 9
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 9
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 9
Degroof Petercam Asset Management 9
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 9
Osborn Rohs Williams & Donohoe Ltd 9
Voya Global Advantage & Premium Opportunity Fund 9
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 9
Parisi Gray Wealth Management 9
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 9
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 9
Family Firm, Inc. 9
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 9
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 9
Selective Wealth Management, Inc. 9
Tiedemann Advisors, Llc 9
Bardin Hill Management Partners Lp 9
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 9
Bourgeon Capital Management Llc 9
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 9
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 9
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 9
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 9
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 9
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 9
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9
Shine Investment Advisory Services Inc 9
Estabrook Capital Management 9
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 9
Horan Securities, Inc. 9
Thompson Investment Management, Inc. 9
Laurel Wealth Advisors LLC 9
Harvest Investment Services, LLC 9
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 9
VCULX - VALIC Co I - Growth Fund 9
Independence Bank of Kentucky 9
Lisanti Capital Growth, LLC 9
IMA Wealth, Inc. 9
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 9
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 9
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 9
Blackstone Group Inc 9
Geneva Capital Management Llc 9
VGLSX - VALIC Co I - Global Strategy Fund 9
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 9
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 9
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 9
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 9
Fortis Capital Advisors, LLC 9
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 9
tru Independence LLC 9
Evermay Wealth Management Llc 9
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 9
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 9
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 9
Strategic Blueprint, LLC 9
Highland Capital Management Fund Advisors, L.p. 9
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 9
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 9
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 9
Foundations Investment Advisors, LLC 9
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 9
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 9
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 9
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 9
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 9
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 9
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 9
Graves-Light Private Wealth Management, Inc. 9
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 9
Delta Lloyd Nv 9
Amica Mutual Insurance Co 9
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 9
La Banque Postale Asset Management SA 9
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 9
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 9
Greenwood Capital Associates Llc 9
Stephens Investment Management Group LLC 9
Financial Synergies Wealth Advisors, Inc. 9
Spectrum Management Group, LLC 9
Edge Advisors, Llc 9
Redpoint Investment Management Pty Ltd 9
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 9
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 9
Bellwether Investment Group, LLC 9
Exos Asset Management LLC 9
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 9
HighMark Wealth Management LLC 9
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 9
Fidelis Capital Partners, LLC 9
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 9
ASR Vermogensbeheer N.V. 9
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 9
Gmt Capital Corp 9
Fiduciary Alliance LLC 9
Consolidated Planning Corp 9
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 9
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 9
Hall Laurie J Trustee 9
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 9
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 9
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 9
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 9
Standard Family Office LLC 9
Armstrong Advisory Group, Inc 9
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 9
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 9
Unigestion Holding SA 9
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 9
Radcliffe Capital Management, L.P. 9
Relative Value Fund 9
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 9
VCSBX - VALIC Co II - Strategic Bond Fund 9
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 9
Genesee Valley Trust Co 9
Peapack Gladstone Financial Corp 9
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 9
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 9
Laffer Investments 9
Burt Wealth Advisors 9
Saturna Capital CORP 9
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 9
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 9
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 9
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 9
Engine Capital Management, LP 9
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 9
Garde Capital, Inc. 9
CR Intrinsic Investors, LLC 9
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 9
Berkley W R Corp 9
Watershed Asset Management, L.L.C. 9
Vinva Investment Management Ltd 9
Nantahala Capital Management, LLC 9
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 9
Mork Capital Management, LLC 9
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 9
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 9
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 9
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 9
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 9
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 9
TIG Advisors, LLC 9
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 9
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 9
Glg Inc. 9
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 9
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 9
Guyasuta Investment Advisors Inc 9
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 9
Nuveen Nasdaq 100 Dynamic Overwrite Fund 9
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 9
Towle & Co 9
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 9
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 9
Eaton Vance Floating-rate 2022 Target Term Trust 9
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 9
Conning Inc. 9
Alpine Woods Capital Investors, Llc 9
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 9
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 9
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 9
Fiduciary Management Associates Llc 9
Berkshire Asset Management Llc/pa 9
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 9
Denver Investment Advisors Llc 9
First Interstate Bank 9
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 9
Nuveen Global High Income Fund 9
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 9
Krane Funds Advisors LLC 9
Osterweis Capital Management Inc 9
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 9
Ellsworth Advisors, LLC 9
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 9
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 9
ARGA Investment Management, LP 9
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 9
Columbus Circle Investors 9
AXS Investments LLC 9
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 9
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 9
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 9
Banco Bilbao Vizcaya Argentaria, S.a. 9
Pax World Management Llc 9
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 9
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 9
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 9
Amica Retiree Medical Trust 9
Moloney Securities Asset Management, LLC 9
Aurora Investment Counsel 9
Legacy Investment Solutions, LLC 9
First Pacific Financial 9
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 9
Gallacher Capital Management LLC 8
Herndon Capital Management Llc 8
111 Capital 8
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 8
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 8
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 8
Ilex Capital Partners (UK) LLP 8
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 8
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 8
FAINX - MSS Series Trust - Fallen Angels Income Fund 8
Richardson Financial Services Inc. 8
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 8
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 8
Vantage Investment Advisors, LLC 8
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 8
SFY - Tidal ETF Trust - SoFi Select 500 ETF 8
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 8
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 8
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 8
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 8
Ibex Wealth Advisors 8
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 8
Virtus ETF Advisers LLC 8
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 8
Beck Bode, LLC 8
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 8
Laurel Wealth Advisors, Inc. 8
Voya Global Equity Dividend & Premium Opportunity Fund 8
Investment Counselors Of Maryland Llc 8
Banco Santander, S.A. 8
Athena Capital Advisors Llc 8
Lake Point Wealth Management 8
Guardian Life Insurance Co Of America 8
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 8
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 8
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 8
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 8
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 8
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 8
Reinhart Partners, Inc. 8
Kerrisdale Advisers, LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 8
Nkcfo Llc 8
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 8
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 8
Clarius Group, LLC 8
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 8
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 8
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 8
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 8
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 8
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 8
Mfs Intermediate Income Trust 8
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 8
Raiffeisen Bank International AG 8
Mission Wealth Management, Lp 8
Ransom Advisory, Ltd 8
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 8
Voya Prime Rate Trust 8
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 8
Caldwell Securities, Inc 8
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 8
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 8
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 8
G2 Investment Partners Management LLC 8
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 8
PPM Funds - PPM Floating Rate Income Fund (Inst) 8
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 8
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 8
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 8
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 8
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 8
Wintrust Investments Llc 8
Fenimore Asset Management Inc 8
SOA Wealth Advisors, LLC. 8
Jade Capital Advisors, LLC 8
Weber Alan W 8
Formula Growth Ltd 8
Advantage Alpha Capital Partners LP 8
Waldron Private Wealth LLC 8
SLIM - Janus Detroit Street Trust - The Obesity ETF 8
Wall Street Associates 8
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 8
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 8
Mint Tower Capital Management B.V. 8
FormulaFolio Investments, LLC 8
Hgk Asset Management Inc 8
BRAGG CAPITAL TRUST - Queens Road Small Cap Value Fund 8
Capital International Investors 8
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 8
Clearview Wealth Advisors LLC 8
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 8
Oppenheimer Quest For Value Funds 8
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
Capitolis Advisors LLC 8
Pimco Strategic Income Fund, Inc 8
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 8
VMAX - Lattice Strategies Trust - Hartford US Value ETF 8
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 8
Timpani Capital Management LLC 8
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 8
Perella Weinberg Partners Capital Management LP 8
MU Investments Co., Ltd. 8
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 8
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 8
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 8
Criterion Capital Advisors, Llc 8
Profunds - Profund Vp Small-cap Growth 8
Curi Wealth Management, LLC 8
Cvi Holdings, Llc 8
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 8
Stonebridge Financial Group, LLC 8
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 8
Distillate Capital Partners LLC 8
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 8
Zrc Wealth Management, Llc 8
Schonfeld Group Holdings LLC 8
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 8
Acuitas Investments, LLC 8
West Branch Capital LLC 8
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 8
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 8
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 8
Gabelli Equity Series Funds Inc 8
Endurance Wealth Management, Inc. 8
Carmichael Hill & Associates, Inc. 8
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 8
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 8
Whitener Capital Management, Inc. 8
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 8
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 8
Mawer Investment Management Ltd. 8
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 8
Altus Wealth Group LLC 8
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 8
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 8
Applied Finance Capital Management, LLC 8
Wahed Invest LLC 8
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 8
Arrowgrass Capital Partners (us) Lp 8
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 8
CBIZ Investment Advisory Services, LLC 8
Clear Street Llc 8
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 8
Blue Bell Private Wealth Management, Llc 8
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 8
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 8
Aviance Capital Partners, LLC 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 8
Scoria Capital Partners LP 8
CLARET ASSET MANAGEMENT Corp 8
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 8
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 8
Cleararc Capital Inc 8
Choate Investment Advisors 8
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 8
Clean Yield Group 8
SRB Corp 8
Geneva Advisors, LLC 8
City Holding Co 8
Lebenthal Asset Management, LLC 8
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 8
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 8
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 8
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 8
FMIJX - FMI FUNDS INC - International Fund Investor Class 8
Donaldson Capital Management, Llc 8
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 8
Legg Mason Asset Management (Japan) Co., Ltd. 8
Elequin Capital Lp 8
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 8
Pimco Income Opportunity Fund 8
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 8
Nvwm, Llc 8
Dialectic Capital Management, Lp 8
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 8
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 8
Ifrah Financial Services, Inc. 8
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 8
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 8
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 8
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 8
Portside Wealth Group, LLC 8
Advanced Investment Partners, LLC 8
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 8
1620 Investment Advisors, Inc. 8
Robotti Robert 8
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 8
CHURCHILL MANAGEMENT Corp 8
Wellington Shields Capital Management, LLC 8
Allred Capital Management, LLC 8
Accel Wealth Management 8
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 8
Institute for Wealth Management, LLC. 8
Olstein Capital Management, L.P. 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 8
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 8
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 8
Ferris Capital, Llc 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 8
Cca Investments Trust 8
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 8
Kovack Advisors, Inc. 8
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 8
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 8
GMEZX - GuideStone Funds - Impact Equity Fund Investor 8
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 8
Grey Street Capital, LLC 8
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 8
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 8
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 8
Unique Wealth Strategies, LLC 8
Willingdon Wealth Management 8
Ranger Investment Management, L.P. 8
Knowledge Leaders Capital, LLC 8
Clarkston Capital Partners, LLC 8
Vertex One Asset Management Inc. 8
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 8
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 8
YHB Investment Advisors, Inc. 8
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 8
Greenline Partners, LLC 8
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 8
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 8
NorthCrest Asset Manangement, LLC 8
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 8
Marino, Stram & Associates Llc 8
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 8
Oversea-Chinese Banking CORP Ltd 8
Romano Brothers And Company 8
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 8
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 8
MFCPX - M FUND INC - M Capital Appreciation Fund 8
RHJ International SA 8
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 8
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 8
Sugarloaf Wealth Management, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 8
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 8
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 8
New Jersey Better Educational Savings Trust 8
Verity Asset Management, Inc. 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 8
Country Trust Bank 8
SpiderRock Advisors, LLC 8
WealthStone, Inc. 8
Lyrical Asset Management Lp 8
ACG Wealth 8
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 8
Nuveen Multi-Asset Income Fund 8
Capital Management Associates /ny/ 8
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 8
S. Muoio & Co. Llc 8
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 8
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 8
SkyOak Wealth, LLC 8
Syverson Strege & Co 8
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 8
Tiaa Trust, National Association 8
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 8
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 8
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 8
Kemnay Advisory Services Inc. 8
CBOE Vest Financial, LLC 8
Kentucky Retirement Systems Insurance Trust Fund 8
Cullen Capital Management, LLC 8
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 8
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 8
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 8
Trustmark National Bank Trust Department 8
Sagefield Capital LP 8
Third Avenue Management Llc 8
Pin Oak Investment Advisors Inc 8
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 8
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 8
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 8
American Trust 8
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 8
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 8
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 8
RVRB - ADVISORS SERIES TRUST - Reverb ETF 8
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 8
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 8
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 8
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 8
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 8
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 8
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 8
Boston Common Asset Management, LLC 8
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 8
N.E.W. Advisory Services LLC 8
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 8
Waddell & Reed Advisors Funds 8
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 8
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 8
V Wealth Advisors LLC 8
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 8
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 8
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 8
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 8
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 8
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 8
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 8
CSM Advisors, LLC 8
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 8
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 8
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 8
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 8
Polianta Ltd 8
Well Done, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 8
Crow Point Partners, LLC 8
Security National Trust Co 8
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 8
Dunhill Financial, LLC 8
M&r Capital Management Inc 8
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 8
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 8
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 8
Gabelli Equity Trust Inc 8
BCJ Capital Management, LLC 8
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 8
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 8
Miller Howard Investments Inc /ny 8
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 8
FundVantage Trust - Verplanck Balanced Fund 8
Wakefield Asset Management LLLP 8
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 8
Ausdal Financial Partners, Inc. 8
Shufro Rose & Co Llc 8
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 8
Ghisallo Capital Management LLC 8
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 8
Nuveen Floating Rate Income Fund 8
Wilmington Trust Co 8
Hermes Investment Management Ltd 8
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 8
Green Square Capital Advisors Llc 8
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 8
Brasada Capital Management, Lp 8
BRC Investment Management LLC 8
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 8
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 8
Banco de Sabadell, S.A 8
Pimco Corporate & Income Opportunity Fund 8
Findlay Park Partners LLP 8
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 8
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 8
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 8
Deroy & Devereaux Private Investment Counsel Inc 8
Edge Asset Management, Inc 8
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 8
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 8
Tiaa, Fsb 8
Standard Life Investments LTD 8
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 8
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 8
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 8
Pinnacle Financial Partners Inc 8
PFS Partners, LLC 8
Arete Wealth Advisors, LLC 8
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 8
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 8
Financial Advisors Network, Inc. 8
Pimco Income Strategy Fund 8
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 8
683 Capital Management, LLC 8
Pimco High Income Fund 8
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 8
NorthRock Partners, LLC 8
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 8
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 8
Boston Financial Mangement Llc 8
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 8
Wealthbridge Capital Management, Llc 8
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 8
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 8
MANA Advisors LLC 8
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 8
IFG Advisory, LLC 8
Mangrove Partners 8
Semmax Financial Advisors Inc. 8
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 8
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 8
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 8
Community Bank, N.A. 8
Aspire Private Capital, LLC 8
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 8
Oak Associates Ltd /oh/ 8
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 8
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 8
Evolution Wealth Advisors, LLC 8
Interchange Capital Partners, LLC 8
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 8
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 8
Cary Street Partners Financial Llc 8
Synergy Financial Management, LLC 8
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 8
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 8
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 8
Foster Dykema Cabot & Partners, Llc 8
Generali Asset Management SPA SGR 8
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 8
Essex Savings Bank 8
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 8
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 8
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 8
PIMCO Dynamic Income Opportunities Fund 8
Alphasimplex Group, Llc 8
Shaker Investments Llc/oh 8
Elite Wealth Management, Inc. 8
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 8
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 8
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 8
Maplelane Capital, Llc 8
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 8
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 8
Wealth Quarterback LLC 8
BlackRock Capital Allocation Trust 8
Aevitas Wealth Management, Inc. 8
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 8
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 7
Acima Private Wealth, Llc 7
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 7
Coastal Capital Group, Inc. 7
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 7
Costello Asset Management, INC 7
Lapides Asset Management, LLC 7
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 7
Ruffer LLP 7
Gluskin Sheff & Assoc Inc 7
Heritage Wealth Management, Llc 7
Stratos Wealth Advisors, LLC 7
Arabesque Asset Management Ltd 7
Next Capital Management LLC 7
Robertson Stephens Wealth Management, LLC 7
Lenox Wealth Management, Inc. 7
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 7
Morningstar Investment Services LLC 7
IAG Wealth Partners, LLC 7
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 7
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 7
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 7
Parsons Capital Management Inc/ri 7
Ccm Investment Group, Llc 7
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 7
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 7
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 7
Seeyond 7
RPG Investment Advisory, LLC 7
Seeds Investor Llc 7
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 7
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 7
Buckhead Capital Management Llc 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 7
Reynolds Capital Management Llc 7
Woodmont Investment Counsel Llc 7
Southeast Asset Advisors Inc. 7
Pensionmark Financial Group, Llc 7
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 7
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 7
VCBDX - VALIC Co I - Core Bond Fund 7
Private Advisors, LLC 7
Mid Atlantic Financial Management Inc/adv 7
Eventide Asset Management, Llc 7
Diamond Hill Capital Management Inc 7
Surevest, LLC 7
First National Bank Of Omaha 7
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 7
Elk Creek Partners, LLC 7
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 7
Roubaix Capital, LLC 7
Axiom International Investors Llc /de 7
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 7
Polaris Capital Management, LLC 7
Financiere des Professionnels - Fonds d,investissement inc. 7
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 7
Fundamentun, Llc 7
Braun Stacey Associates Inc 7
Cowen Prime Services LLC 7
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 7
Cypress Capital Group 7
NEOS Investment Management LLC 7
Inscription Capital, LLC 7
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 7
Cowen Prime Advisors LLC 7
Chilton Investment Co Llc 7
New York Life Investments Alternatives 7
Patten Group, Inc. 7
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 7
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 7
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 7
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 7
Beacon Harbor Wealth Advisors, Inc. 7
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 7
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 7
London Co Of Virginia 7
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 7
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 7
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 7
Ingalls & Snyder Llc 7
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 7
Spectrum Wealth Counsel, LLC 7
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 7
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 7
M&G Plc 7
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 7
Carmignac Gestion 7
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 7
Planning Capital Management Corp 7
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 7
Munder Series Trust 7
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 7
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 7
Todd Asset Management Llc 7
Ramius Advisors Llc 7
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 7
Arrow Investment Advisors, LLC 7
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 7
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 7
Trust Point Inc. 7
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 7
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 7
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 7
CoreFirst Bank & Trust 7
BOK Financial Private Wealth, Inc. 7
Formidable Asset Management, LLC 7
Hirtle Callaghan & Co LLC 7
Meitav Dash Investments Ltd 7
F&C Asset Management plc 7
AMG National Trust Bank 7
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 7
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 7
Bradley Foster & Sargent Inc/ct 7
New Wave Wealth Advisors Llc 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 7
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 7
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 7
Boston Family Office Llc 7
VEGN - ETF Series Solutions - US Vegan Climate ETF 7
Dfa Investment Trust Co - The Japanese Small Company Series 7
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 7
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 7
AJOVista, LLC 7
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 7
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
Frontier Wealth Management LLC 7
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 7
McElhenny Sheffield Capital Management, LLC 7
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 7
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 7
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 7
Smith Group Asset Management, LLC 7
BLI - Banque de Luxembourg Investments 7
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 7
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 7
Blume Capital Management, Inc. 7
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 7
Pimco Corporate & Income Strategy Fund 7
Pimco Income Strategy Fund Ii 7
BankPlus Trust Department 7
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 7
Nuveen Credit Strategies Income Fund 7
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 7
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 7
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 7
Total Clarity Wealth Management, Inc. 7
ROSS\JOHNSON & Associates LLC 7
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 7
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 7
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 7
STFBX - Advisers Investment Trust - State Farm Balanced Fund 7
Crestwood Advisors Group LLC 7
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 7
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 7
Gardner Lewis Asset Management L P 7
Avanza Fonder AB 7
Stephenson National Bank & Trust 7
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 7
USVT - Ultimus Managers Trust - US VALUE ETF 7
Aureus Asset Management, LLC 7
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 7
Sentinel Asset Management, Inc. 7
Nokota Management, LP 7
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 7
Total Investment Management Inc 7
Cahill Financial Advisors Inc 7
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 7
Artisan Partners Holdings Lp 7
AlphaOne Investment Services, LLC 7
Nations Financial Group Inc, /ia/ /adv 7
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 7
Bryce Point Capital, LLC 7
Piershale Financial Group, Inc. 7
Lebenthal Global Advisors, LLC 7
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 7
New York Life Trust Co 7
Governors Lane LP 7
Axiom Investment Management LLC 7
AustralianSuper Pty Ltd 7
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 7
Buckingham Strategic Partners 7
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 7
Trust Co 7
Ruggie Capital Group 7
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 7
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 7
Nuveen S&p 500 Buywrite Income Fund 7
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 7
QUANTRES ASSET MANAGEMENT Ltd 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 7
Mach-1 Financial Group, Inc. 7
Jag Capital Management, Llc 7
Amica Pension Fund Board Of Trustees 7
GoalVest Advisory LLC 7
New Millennium Group LLC 7
Corsair Capital Management, L.p. 7
Fifth Lane Capital, Lp 7
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 7
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 7
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 7
CTC Capital Management, LLC 7
Comerica Securities Inc 7
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 7
Redmont Wealth Advisors Llc 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 7
Verity & Verity, LLC 7
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 7
Marks Group Wealth Management, Inc 7
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 7
Arrow Financial Corp 7
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 7
Intellectus Partners, LLC 7
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 7
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 7
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 7
Global X Japan Co., Ltd. 7
ESL Trust Services, LLC 7
Pimco Global Stocksplus & Income Fund 7
Legacy Wealth Asset Management, LLC 7
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 7
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 7
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 7
Mariner Wealth Advisors-NYC, LLC 7
Trust Investment Advisors 7
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 7
Eos Management, L.P. 7
BSW Wealth Partners 7
Global Endowment Management, LP 7
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 7
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 7
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 7
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 7
PointState Capital LP 7
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 7
Oarsman Capital, Inc. 7
Moody Aldrich Partners Llc 7
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 7
ARGI Investment Services, LLC 7
RiverFront Investment Group, LLC 7
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 7
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 7
Almanack Investment Partners, LLC. 7
Values First Advisors, Inc. 7
Blackrock 2022 Global Income Opportunity Trust 7
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 7
Core Alternative Capital 7
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 7
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 7
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 7
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 7
Benson Investment Management Company, Inc. 7
Tobam 7
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 7
Avidian Wealth Solutions, LLC 7
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 7
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 7
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 7
Park National Corp /oh/ 7
Coatue Management Llc 7
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 7
Pensionfund Sabic 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 7
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 7
Hollencrest Capital Management 7
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 7
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 7
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 7
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 7
Daiwa SB Investments Ltd. 7
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 7
Allegis Investment Advisors, LLC 7
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 7
Exxonmobil Investment Management Inc /tx 7
Park Avenue Institutional Advisers LLC 7
Gierl Augustine Investment Management Inc 7
Ameriflex Group, Inc. 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 7
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 7
My Personal CFO, LLC 7
Diversify Advisory Services, LLC 7
AMG Funds LLC 7
Knights of Columbus Asset Advisors LLC 7
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 7
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 7
Resurgent Financial Advisors LLC 7
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 7
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 7
IMS Capital Management 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 7
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 7
Van Den Berg Management I, Inc 7
Fruth Investment Management 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 7
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 7
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 7
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 7
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 7
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 7
Winnow Wealth Llc 7
Saudi Central Bank 7
Capital A Wealth Management, LLC 7
Kelly Financial Services LLC 7
Integral Derivatives, LLC 7
Profunds - Profund Vp Mid-cap Growth 7
Stancorp Investment Advisers Inc 7
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 7
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
Neuberger Berman High Yield Strategies Fund Inc. 7
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 7
PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF 7
Eaton Vance Short Duration Diversified Income Fund 7
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 7
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 7
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 7
Arbor Capital Management Llc 7
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 7
Pacific Global Investment Management Co 7
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 7
EdgeRock Capital LLC 7
Scarborough Advisors, LLC 7
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 7
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 7
Gofen & Glossberg Llc /il/ 7
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 7
McKinley Carter Wealth Services, Inc. 7
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 7
Cutter & CO Brokerage, Inc. 7
Advisor OS, LLC 7
PIMCO FUNDS - PIMCO Sector Fund Series - I 7
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 7
Radnor Capital Management, LLC 7
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 7
Northern Oak Wealth Management Inc 7
Delta Lloyd Asset Management N.v. 7
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 7
Intercontinental Wealth Advisors, LLC 7
Clough Global Equity Fund 7
Clough Global Dividend & Income Fund 7
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 7
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 7
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 7
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 7
HGC Investment Management Inc. 7
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 7
Thrivent Core Funds - Thrivent Core International Equity Fund 7
Citizens Business Bank 7
NewEdge Wealth, LLC 7
Wood Tarver Financial Group, LLC 7
Calamos Strategic Total Return Fund 7
Lafitte Capital Management LP 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 7
Brighton Jones Llc 7
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 7
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 7
EWG Elevate Inc. 7
Mesirow Financial Investment Management, Inc. 7
Gitterman Wealth Management, LLC 7
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 7
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 7
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 7
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 7
VCCBX - VALIC Co II - Core Bond Fund 7
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 7
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 7
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 7
MML Series Investment Fund II - MML High Yield Fund Class II 7
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 7
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 7
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 7
McGlone Suttner Wealth Management, Inc. 7
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 7
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 7
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 7
Ariel Investments, Llc 7
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 7
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 7
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 7
Polen Capital Management Llc 7
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 7
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 7
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 7
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 7
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 7
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 7
Register Financial Advisors LLC 7
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 7
Meeder Advisory Services, Inc. 7
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 7
SageView Advisory Group, LLC 7
Monument Capital Management 7
Broadview Advisors Llc 7
Spouting Rock Asset Management, LLC 7
Nikko Asset Management Americas, Inc. 7
Smith, Graham & Co., Investment Advisors, LP 7
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 7
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 7
Taylor Hoffman Wealth Management 7
Ford Financial Group, LLC 7
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 7
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 7
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 7
High Pointe Capital Management Llc 7
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 7
Unison Advisors LLC 7
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 7
PENN SERIES FUNDS INC - Smid Cap Value Fund 7
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 7
Palladium Partners Llc 7
6 Meridian 7
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 7
Emerald Mutual Fund Advisers Trust 7
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 7
Eidelman Virant Capital 7
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 7
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 7
Price Wealth Management, Inc. 7
Fort Baker Capital Management LP 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
Euclid Advisors LLC 7
Haverford Trust Co 7
Acorn Wealth Advisors, LLC 7
Solstein Capital, LLC 7
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
Curat Global, LLC 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
Authentikos Wealth Advisory, LLC 7
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 7
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 7
Gerber Kawasaki Wealth & Investment Management 7
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 7
Ironwood Investment Management Llc 7
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 7
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 7
JS Capital Management LLC 7
Blackstone / Gso Floating Rate Enhanced Income Fund 7
Davis Selected Advisers 7
Atwood & Palmer Inc 7
Syntal Capital Partners, LLC 7
Nilsine Partners, LLC 7
Silvant Capital Management LLC 7
PENN SERIES FUNDS INC - Mid Cap Value Fund 7
Samlyn Capital, Llc 7
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 7
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 7
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 7
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 7
Exane Asset Management 7
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 7
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 7
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 7
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 7
Private Bank & Trust Co 7
Deltec Asset Management Llc 7
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 7
Qci Asset Management Inc/ny 7
Harvest Capital Strategies LLC 7
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 7
Equitable Holdings, Inc. 7
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 7
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 7
Kavar Capital Partners, LLC 7
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 7
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 7
Rathbone Brothers plc 7
Linscomb & Williams, Inc. 7
Harris Associates L P 7
Dfpg Investments, Llc 7
Net Worth Advisory Group 7
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 7
Ellis Investment Partners, LLC 7
Reliance Trust Co Of Delaware 7
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 7
Quest 10 Wealth Builders, Inc. 7
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 7
Bank Of Nova Scotia Trust Co 7
Cumberland Partners Ltd 6
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 6
World Equity Group, Inc. 6
Opseu Pension Plan Trust Fund 6
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 6
Claybrook Capital, LLC 6
Century Capital Management, LLC 6
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 6
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 6
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 6
Profunds - Profund Vp Large-cap Value 6
Appian Way Asset Management LP 6
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 6
Adams Diversified Equity Fund, Inc. 6
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 6
ACVF - ETF Opportunities Trust - American Conservative Values ETF 6
Hartford Financial Management Inc. 6
Bremer Trust National Association 6
Advanced Series Trust - Ast Mid-cap Growth Portfolio 6
Atlantic Union Bankshares Corp 6
Cordasco Financial Network 6
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 6
Chicago Capital, LLC 6
Gladstone Institutional Advisory LLC 6
RiverPark Advisors, LLC 6
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 6
WealthTrust Fairport, LLC 6
Park Square Financial Group, LLC 6
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 6
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 6
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 6
Rockbridge Investment Management, LCC 6
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 6
Sumit Capital, Llc 6
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 6
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 6
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 6
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 6
Fort Pitt Capital Group, Llc 6
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 6
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 6
Harwood Advisory Group, LLC 6
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 6
Personal Wealth Partners 6
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 6
Alethea Capital Management, Llc 6
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 6
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 6
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 6
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 6
Stance Capital Llc 6
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 6
Cambiar Investors Llc 6
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 6
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 6
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 6
BlueMar Capital Management, LLC 6
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 6
Centric Wealth Management 6
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 6
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 6
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 6
Tower Bridge Advisors 6
PENN SERIES FUNDS INC - Index 500 Fund 6
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 6
AQGNX - AQR Funds - AQR Global Equity Fund Class N 6
Godsey & Gibb Associates 6
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 6
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 6
Leonard Capital Management, Inc 6
PENN SERIES FUNDS INC - Mid Core Value Fund 6
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 6
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 6
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 6
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 6
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 6
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 6
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 6
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 6
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 6
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 6
Karpus Management, Inc. 6
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 6
Silverback Asset Management Llc 6
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 6
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 6
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 6
Frontier Capital Management Co Llc 6
Old North State Trust, LLC 6
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 6
Cavalier Investments, LLC 6
Atlas Private Wealth Advisors 6
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 6
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 6
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 6
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 6
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 6
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 6
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 6
Highlander Capital Management, LLC 6
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 6
White Pine Capital Llc 6
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 6
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 6
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 6
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 6
Charter Oak Capital Management, LLC 6
American Independence Funds Trust 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 6
Harber Asset Management Llc 6
Ccm Investment Advisers Llc 6
Blackrock Multi-sector Opportunities Trust 6
Wendell David Associates Inc 6
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 6
J. Safra Sarasin Holding AG 6
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 6
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 6
Capital Advisors Inc/ok 6
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 6
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 6
PFG Investments, LLC 6
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 6
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 6
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 6
CI Global Investments Inc. 6
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 6
Executive Wealth Management, LLC 6
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 6
Gabelli Global Small & Mid Cap Value Trust 6
Premier Asset Management Llc 6
Clough Global Opportunities Fund 6
Missouri Trust & Investment Co 6
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 6
Fosun International Ltd 6
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 6
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 6
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 6
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 6
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 6
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 6
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 6
ProVise Management Group, LLC 6
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 6
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 6
Dudley & Shanley, Inc. 6
Cim Investment Mangement Inc 6
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 6
Wells Fargo Multi-sector Income Fund 6
Lionsbridge Wealth Management LLC 6
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 6
Millburn Ridgefield Corp 6
Canada Post Corp Registered Pension Plan 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 6
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 6
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 6
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 6
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 6
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 6
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 6
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 6
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 6
Polar Capital LLP 6
GGBFX - GuideStone Funds - Global Bond Fund Investor 6
Wayfinding Financial, LLC 6
Adviser Investments LLC 6
Nuveen Multi-market Income Fund 6
Tuscan Ridge Asset Management Llc 6
Fairfield, Bush & Co. 6
Securian Funds Trust - SFT Index 500 Fund Class 1 6
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 6
DLD Asset Management, LP 6
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 6
Genus Capital Management Inc. 6
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 6
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 6
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 6
Lombard Odier Asset Management (Europe) Ltd 6
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 6
Reuter James Wealth Management, Llc 6
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 6
Czech National Bank 6
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 6
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 6
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 6
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 6
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 6
Exos TFP Holdings LLC 6
Franklin Universal Trust 6
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 6
Covenant Partners, LLC 6
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 6
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 6
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 6
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 6
Rampart Investment Management Company, LLC 6
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 6
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 6
Coyle Financial Counsel LLC 6
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 6
Manchester Financial Inc 6
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 6
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 6
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 6
O'Neil Global Advisors, Inc. 6
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 6
Peregrine Asset Advisers, Inc. 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 6
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 6
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 6
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 6
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 6
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 6
Binnacle Investments Inc 6
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 6
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 6
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 6
STRV - EA Series Trust - Strive 500 ETF 6
NinePointTwo Capital 6
Frank, Rimerman Advisors LLC 6
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. 6
VMCVX - VALIC Co II - Mid Cap Value Fund 6
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 6
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 6
MML Series Investment Fund II - MML Blend Fund Initial Class 6
Gyl Financial Synergies, Llc 6
LVW Advisors, LLC 6
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 6
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 6
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 6
Brandywine Oak Private Wealth Llc 6
Lansforsakringar Fondforvaltning AB (publ) 6
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 6
QRSVX - FPA FUNDS TRUST - FPA Queens Road Small Cap Value Fund Investor Class 6
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 6
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 6
Hunter Associates Investment Management Llc 6
Tectonic Advisors Llc 6
Carderock Capital Management Inc 6
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 6
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 6
Azimuth Capital Management LLC 6
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 6
Mount Lucas Management LP 6
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 6
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 6
Farmers & Merchants Trust Co of Chambersburg PA 6
Kestrel Investment Management Corp 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 6
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 6
Mairs & Power Inc 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 6
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 6
Verus Capital Partners, Llc 6
Onefund, Llc 6
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 6
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 6
Mufg Securities Americas Inc. 6
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 6
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 6
Cohen & Steers, Inc. 6
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 6
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 6
Studio Investment Management Llc 6
TFG Advisers LLC 6
PartnerRe Asset Management CORP 6
Leonard Green & Partners, L.P. 6
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 6
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 6
Nuveen Short Duration Credit Opportunities Fund 6
One Fin Capital Management LP 6
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 6
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 6
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 6
Tributary Capital Management, LLC 6
Magee Thomson Investment Partners Llc 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 6
Nuveen Floating Rate Income Opportunity Fund 6
Ninety One SA (PTY) Ltd 6
Nuveen Senior Income Fund 6
Prentiss Smith & Co Inc 6
Smith, Salley & Associates 6
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 6
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 6
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 6
MorganRosel Wealth Management, LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund 6
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 6
Amplify ETF Trust - Amplify AI Powered Equity ETF 6
Glass Jacobson Investment Advisors llc 6
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 6
PENN SERIES FUNDS INC - Smid Cap Growth Fund 6
SevenBridge Financial Group, LLC 6
Strategy Asset Managers Llc 6
Legacy Advisors, LLC 6
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 6
Jackson, Grant Investment Advisers, Inc. 6
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 6
Folger Hill Asset Management LP 6
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 6
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 6
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 6
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 6
Strategic Asset Management, LLC 6
Marathon Capital Management 6
US Asset Management LLC 6
U.S. Capital Wealth Advisors, LLC 6
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 6
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 6
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 6
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 6
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 6
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 6
Anchor Bolt Capital, LP 6
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 6
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 6
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 6
Lombardia Capital Partners Llc 6
Lee Danner & Bass Inc 6
Horizon Kinetics LLC 6
Haberer Registered Investment Advisor Inc 6
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 6
Atlantic Investment Management Inc 6
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 6
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 6
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 6
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 6
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 6
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 6
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 6
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 6
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 6
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 6
Anson Funds Management LP 6
Thomas J. Herzfeld Advisors, Inc. 6
Venator Capital Management Ltd. 6
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 6
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 6
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 6
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 6
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 6
Gilliland Jeter Wealth Management LLC 6
Strategic Investment Solutions, Inc. /IL 6
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 6
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 6
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 6
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 6
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 6
SSO - PROSHARES TRUST - ProShares Ultra S&P500 6
Tdam Usa Inc. 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 6
Griffin Asset Management, Inc. 6
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 6
Goodnow Investment Group, Llc 6
Camelot Portfolios, LLC 6
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 6
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 6
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 6
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 6
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 6
Context Capital Management, LLC 6
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 6
Havens Advisors Llc 6
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 6
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 6
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 6
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 6
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 6
Cetera Trust Company, N.A 6
Manning & Napier Group, LLC 6
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 6
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 6
Aviance Capital Management, Llc 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 6
Pier Capital, LLC 6
Woodley Farra Manion Portfolio Management Inc 6
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 6
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 6
Global Wealth Management Investment Advisory, Inc. 6
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 6
Rutabaga Capital Management Llc/ma 6
Keel Point, LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 6
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 6
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 6
VSTIX - VALIC Co I - Stock Index Fund 6
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 6
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 6
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 6
Brown Advisory Securities, LLC 6
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 6
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 6
Advisory Alpha, LLC 6
Montecito Bank & Trust 6
Signition Lp 6
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 6
Ardevora Asset Management LLP 6
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 6
Alpha Omega Wealth Management LLC 6
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 6
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 6
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 6
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 6
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 6
Roble, Belko & Company, Inc 6
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 6
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 6
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 6
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 6
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 6
Tortoise Capital Advisors, L.l.c. 6
Mirova 6
Uncommon Cents Investing LLC 6
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 6
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 6
RQSI Ltd 6
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 6
Corient Capital Partners, LLC 6
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 6
Saba Capital Management, L.P. 6
Li Winifred I 6
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 6
Private Management Group Inc 6
Douglass Winthrop Advisors, LLC 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 6
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 6
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 6
Cannell Capital Llc 6
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 6
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 6
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 6
WestEnd Advisors, LLC 6
Welch & Forbes Llc 6
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 6
Williams Jones Wealth Management, LLC. 6
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 6
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 6
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 6
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 6
Mizuho Securities Usa Llc 6
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 6
Penobscot Investment Management Company, Inc. 6
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 6
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 6
TrueMark Investments, LLC 6
Adirondack Trust Co 6
Mastrapasqua Asset Management Inc 6
Delos Wealth Advisors, LLC 6
LM Advisors LLC 6
Farallon Capital Management Llc 6
Halbert Hargrove Global Advisors, Llc 6
Milestone Investment Advisors LLC 6
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 6
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 6
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 6
Hcim Trust 6
Cooke & Bieler Lp 6
Whitebox Mutual Funds 6
Pembroke Management, LTD 6
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 6
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 6
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 6
Madison Investment Holdings Inc 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 6
AIA Investment Management Private Ltd 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 6
Blackhawk Capital Partners LLC. 6
Vanguard Windsor Funds 6
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 6
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 6
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 6
LGPIX - Profunds - Large-cap Growth Profund Investor Class 6
LVPIX - Profunds - Large-cap Value Profund Investor Class 6
NOSIX - Northern Funds - Northern Stock Index Fund 6
ULPIX - Profunds - Ultrabull Profund Investor Class 6
NOLVX - Northern Funds - Northern Large Cap Value Fund 6
BLPIX - Profunds - Bull Profund Investor Class 6
Empower Advisory Group, LLC 6
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 6
Burns Matteson Capital Management, LLC 6
Brave Asset Management Inc 6
Advanced Series Trust - Ast International Growth Portfolio 6
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 6
TD Securities (USA) LLC 6
Essex Financial Services, Inc. 6
Acrisure Capital Management, LLC 6
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 6
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 6
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 6
WESPAC Advisors SoCal, LLC 6
Keeley Asset Management Corp 6
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 6
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 6
Putnam ETF Trust - Putnam ESG High Yield ETF - 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 6
Marsico Capital Management Llc 6
Lake Street Advisors Group, Llc 6
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 6
Pinnacle Summer Investments, Inc. 6
Pfs Investments Inc. 6
Stonehage Fleming Financial Services Holdings Ltd 6
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 6
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 6
Lumature Wealth Partners, LLC 6
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 6
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 6
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 6
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 6
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 6
Moody Lynn & Lieberson, Llc 6
Kinneret Advisory, LLC 6
Jensen Investment Management Inc 6
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 6
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares 6
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
PACIFIC SELECT FUND - Equity Index Portfolio Class I 6
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
Cornerstone Advisory, LLC 6
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 6
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 6
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 6
Irving Magee Investment Management 6
Kingswood Wealth Advisors, Llc 6
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 6
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 6
PNC Managed Account Solutions, Inc. 6
Baillie Gifford & Co 6
Snow Capital Management Lp 6
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 6
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 6
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 6
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 6
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 6
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 6
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 6
PWS - Pacer Funds Trust - Pacer WealthShield ETF 6
Certified Advisory Corp 6
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 6
Optimal Asset Management, Inc. 6
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 6
CFICX - CALVERT FUND - Calvert Income Fund Class A 6
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 6
Principal Street Partners, LLC 6
Sepio Capital, LP 6
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 6
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 6
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 6
Atala Financial Inc 6
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 6
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 6
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 6
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6
Horizon Kinetics Asset Management Llc 6
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 6
Modera Wealth Management, LLC 6
Horizon Financial Services, Llc 6
Pensionfund DSM Netherlands 6
Knollwood Investment Advisory, LLC 6
Hilton Capital Management, LLC 6
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 6
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 6
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 6
First Command Financial Services, Inc. 6
Investment Management Corp /va/ /adv 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 6
Quest Investment Management Llc 6
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 6
Householder Group Estate & Retirement Specialist, LLC 6
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 6
Hunter Perkins Capital Management, LLC 6
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 6
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 6
Argentus Capital Management, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 6
Sierra Summit Advisors Llc 6
B. Riley Financial, Inc. 6
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 6
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 6
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 6
Us Global Investors Funds 6
Eos Focused Equity Management, L.P. 6
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 6
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 6
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 6
Northwest Investment Counselors, Llc 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 6
LifePlan Financial Group, Inc 6
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 6
Bremer Bank National Association 6
Meixler Investment Management, Ltd. 6
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 6
Psagot Value Holdings Ltd. / (Israel) 6
Cedar Mountain Advisors, LLC 6
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 6
Reynders McVeigh Capital Management, LLC 6
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 6
Voss Capital, LLC 6
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 6
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 6
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 6
Homrich & Berg 6
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 6
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 6
Piscataqua Savings Bank 6
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 6
Steamboat Capital Partners, LLC 6
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 6
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 6
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 6
Insight Capital Research & Management Inc 6
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 6
Texas Yale Capital Corp. 6
Pacifica Partners Inc. 6
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 6
Calvert Impact Fund Inc 6
High Net Worth Advisory Group LLC 6
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 6
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 6
Summit Financial, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 6
Marathon Partners Equity Management, LLC 6
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 6
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 6
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 6
Price Capital Management, Inc. 6
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 6
PPM Funds - PPM High Yield Core Fund (Inst) 6
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 6
LGT Group Foundation 6
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 6
E Fund Management Co., Ltd. 6
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 6
Flaharty Asset Management, LLC 6
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 6
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 6
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 6
MJT & Associates Financial Advisory Group, Inc. 6
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 6
Calamos Wealth Management LLC 6
CFO4Life Group, LLC 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 6
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 6
Israel Discount Bank of New York 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 6
First Wilshire Securities Management Inc 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 6
True Bearing Asset Management LP 6
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 6
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 6
Pioneer Floating Rate Trust 6
Byrne Asset Management LLC 6
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 6
Fund Management at Engine No. 1 LLC 6
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 6
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 6
Vivaldi Capital Management, LLC 6
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 6
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 6
Spdr S&p 500 Etf Trust 6
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 6
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares 6
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 6
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 6
Pillar Pacific Capital Management Llc 6
Clough Capital Partners L P 6
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 6
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 6
Pimco Dynamic Credit & Mortgage Income Fund 6
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 6
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 6
Motley Fool Asset Management LLC 6
Sterling Investment Advisors, Ltd. 6
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 6
Alphagen Securities Llc 6
Mpwm Advisory Solutions, Llc 6
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 6
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 6
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 6
Sendero Wealth Management, LLC 6
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 6
Connectus Wealth, LLC 6
Mountain Pacific Investment Advisers Inc/id 6
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 6
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 6
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 6
Dynamic Advisor Solutions LLC 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
Cm Wealth Advisors Llc 6
Bulldog Investors, LLP 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 6
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 6
Rs Investment Trust 6
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 6
University Of Texas/texas Am Investment Managment Co 6
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 6
Medina Singh Partners, LLC 6
Jb Capital Partners Lp 6
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 6
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 6
Passport Capital, LLC 6
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 6
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 6
Sapience Investments, LLC 6
Anfield Capital Management, LLC 6
Orrstown Financial Services Inc 6
Beck Mack & Oliver Llc 6
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
Guardian Investor Services Llc 6
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 6
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 6
Gratia Capital, Llc 6
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 6
Profunds - Profund Vp Ultrabull 6
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 6
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 6
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 6
American Funds Insurance Series 6
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 6
Profunds - Profund Vp Bull 6
PharVision Advisers, LLC 6
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 6
TRANSAMERICA FUNDS - Transamerica Core Bond I2 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 6
IronBridge Private Wealth, LLC 6
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 6
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 6
PSI Advisors, LLC 6
Profunds - Profund Vp Large-cap Growth 6
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 6
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 6
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 6
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 6
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 6
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 6
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 6
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 6
Lowe Brockenbrough & Co Inc 6
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 6
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 6
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 6
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 6
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 6
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 6
Nbt Bank N A /ny 6
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 6
Perkins Capital Management Inc 6
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 6
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 6
Kathmere Capital Management, LLC 6
Cary Street Partners Asset Management Llc 5
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class 5
Annapolis Financial Services, LLC 5
Rodgers Brothers Inc. 5
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 5
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 5
Ophir Asset Management Pty Ltd 5
Generation Investment Management Llp 5
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 5
EJF Capital LLC 5
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 5
First Command Bank 5
Value Holdings Management Co. Llc 5
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 5
Polar Capital Holdings Plc 5
Legacy Capital Wealth Partners, LLC 5
Clearbridge, Llc 5
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 5
Glenview Trust Co 5
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 5
Piper Sandler & Co. 5
Omega Advisors Inc. 5
Meridian Wealth Management, LLC 5
Tabor Asset Management, LP 5
Orion Capital Management LLC 5
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 5
Virtus Alternative Investment Advisers, Inc. 5
EMC Capital Management 5
Blenheim Capital Management, BV 5
Fondren Management LP 5
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 5
Silphium Asset Management Ltd 5
Rudman Errol M 5
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 5
Motley Fool Wealth Management, LLC 5
Robbins Farley Llc 5
Valley Brook Capital Group, Inc. 5
Baron Silver Stevens Financial Advisors, Llc 5
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 5
Regents Gate Capital LLP 5
Systematic Alpha Investments, LLC 5
Kalmar Investments Inc /de/ 5
GSB Wealth Management, LLC 5
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 5
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 5
Waterloo Capital, L.P. 5
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 5
Israel Discount Bank Of New York /gfn 5
Wsfs Capital Management, Llc 5
Doyle Wealth Management 5
Heritage Trust Co 5
PenderFund Capital Management Ltd. 5
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 5
Millrace Asset Group, Inc. 5
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
Athos Capital Ltd 5
Bridge City Capital, LLC 5
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 5
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 5
Longboard Asset Management, LP 5
Cruiser Capital Advisors, Llc 5
Summit X, LLC 5
Optimize Financial Inc 5
MPS Loria Financial Planners, LLC 5
FDO Partners, LLC 5
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 5
Regency Capital Management Inc.\DE 5
Sawyer & Company, Inc 5
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 5
Sierra Capital LLC 5
VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares 5
PGVFX - FORUM FUNDS - Polaris Global Value Fund 5
Townsend & Associates, Inc 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
Heartland Bank & Trust Co 5
Global Trust Asset Management, LLC 5
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 5
Lakeview Capital Partners, LLC 5
Y.D. More Investments Ltd 5
Bank of New Hampshire 5
Aware Super Pty Ltd as trustee of Aware Super 5
Croft-leominster Inc 5
Kalos Management, Inc. 5
Clayton, Dubilier & Rice, LLC 5
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 5
Citizens National Bank Trust Department 5
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 5
VVSGX - VALIC Co I - Small Cap Growth Fund 5
Kohlberg Kravis Roberts & Co. L.P. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 5
Melvin Capital Management LP 5
Bornite Capital Management LP 5
Sanders Morris Harris Llc 5
Usaa Etf Trust 5
Chicago Capital Management, LLC 5
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 5
Crews Bank & Trust 5
Summit Creek Advisors LLC 5
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 5
Calamos Long/Short Equity & Dynamic Income Trust 5
Strategic Global Advisors, LLC 5
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 5
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 5
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 5
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 5
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 5
Stone Toro Investment Advisers, LP 5
Apriem Advisors 5
Skba Capital Management Llc 5
BlackRock ESG Capital Allocation Trust 5
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 5
Mraz, Amerine & Associates, Inc. 5
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 5
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 5
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 5
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
Covey Capital Advisors, LLC 5
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 5
Counsel Portfolio Services Inc. 5
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 5
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
Amplius Wealth Advisors, LLC 5
PAX Financial Group, LLC 5
Transcend Wealth Collective, Llc 5
Castlekeep Investment Advisors Llc 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 5
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 5
Peterson Financial Group, Inc. 5
Loeb Partners Corp 5
Bellecapital International Ltd. 5
Hills Bank & Trust Co 5
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 5
Somerset Trust Co 5
Kessler Investment Group, LLC 5
Anderson Hoagland & Co 5
Corbyn Investment Management Inc/md 5
Wilen Investment Management Corp. 5
TENOR CAPITAL MANAGEMENT Co., L.P. 5
Blackstone / Gso Strategic Credit Fund 5
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 5
VELA Investment Management, LLC 5
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 5
Barings Global Short Duration High Yield Fund 5
Gabelli Go Anywhere Trust 5
Ironbridge Funds, Inc. 5
Blackstone / Gso Senior Floating Rate Term Fund 5
CarsonAllaria Wealth Management, Ltd. 5
Pacific Capital Wealth Advisors, Inc 5
Nuveen Diversified Dividend & Income Fund 5
Van Hulzen Asset Management, LLC 5
Stonegate Investment Group, LLC 5
Banque Transatlantique SA 5
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 5
Taika Capital, LP 5
EPG Wealth Management LLC 5
Barings Participation Investors 5
Marshall & Sterling Wealth Advisors Inc. 5
Speece Thorson Capital Group Inc 5
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 5
River Wealth Advisors LLC 5
S&co Inc 5
Spruce House Investment Management Llc 5
Parvin Asset Management, LLC 5
Ninety One North America, Inc. 5
Alerus Investment Advisors Corp 5
Boreal Capital Management LLC 5
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 5
Menard Financial Group LLC 5
AllSquare Wealth Management LLC 5
Journey Strategic Wealth Llc 5
Sandia Investment Management LP 5
Montag & Caldwell, Llc 5
Olstein Funds 5
Owl Creek Asset Management, L.P. 5
Resolute Capital Asset Partners LLC 5
Tilia Fiduciary Partners, Inc. 5
Bivin & Associates, Inc. 5
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 5
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 5
Lumbard & Kellner, LLC 5
Summit Wealth Group, LLC 5
Wolf Group Capital Advisors 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 5
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 5
GFG Capital, LLC 5
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 5
Ssi Investment Management Llc 5
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 5
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 5
Options Solutions, Llc 5
Carolina Wealth Advisors, LLC 5
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 5
Lyon Street Capital, LLC 5
Trutina Financial LLC 5
Polaris Wealth Advisory Group, LLC 5
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 5
Fourth Dimension Wealth, LLC 5
Gallagher Fiduciary Advisors, LLC 5
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 5
Cfm Wealth Partners Llc 5
Comprehensive Financial Consultants Institutional, Inc. 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 5
Bard Associates Inc 5
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 5
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 5
Nwam Llc 5
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 5
Platinum Management (NY) LLC 5
Kassirer Asset Management Corp 5
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 5
Ssga Master Trust 5
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 5
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 5
Stock Yards Bank & Trust Co 5
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 5
Moreno Evelyn V 5
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares 5
Pegasus Partners Ltd. 5
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 5
Kingstone Capital Partners Texas, LLC 5
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 5
Edge Wealth Management LLC 5
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 5
Wright Managed Equity Trust 5
New America High Income Fund Inc 5
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 5
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 5
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 5
Mariner Investment Group Llc 5
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 5
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 5
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 5
Provence Wealth Management Group 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 5
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 5
Oppenheimer Global Multi Strategies Fund 5
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 5
Delaware Investments Dividend & Income Fund, Inc 5
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 5
Davis R M Inc 5
Western Asset High Yield Defined Opportunity Fund Inc. 5
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 5
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 5
EHP Funds Inc. 5
Red Door Wealth Management, LLC 5
Profit Investment Management, LLC 5
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 5
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 5
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 5
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 5
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 5
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 5
UNIVEST FINANCIAL Corp 5
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 5
American Research & Management Co. 5
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 5
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 5
Appleton Partners Inc/ma 5
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 5
John Hancock Investors Trust 5
Armistice Capital, Llc 5
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 5
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 5
Rivernorth Capital Management, Llc 5
Longview Partners (Guernsey) LTD 5
First Trust High Income Long/short Fund 5
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 5
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 5
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 5
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 5
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 5
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 5
Transatlantique Private Wealth Llc 5
Intersect Capital LLC 5
Castle Wealth Management Llc 5
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 5
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 5
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 5
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 5
Nippon Life Insurance Co 5
Bks Advisors, Llc 5
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 5
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 5
Financial Sense Advisors, Inc. 5
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 5
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 5
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 5
VELA Funds - VELA Income Opportunities Fund Class A 5
Harfst & Associates, Inc. 5
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 5
Coston, McIsaac & Partners 5
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 5
Solaris Asset Management Llc 5
Integre Asset Management, LLC 5
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 5
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 5
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 5
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 5
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 5
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 5
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 5
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 5
Empyrean Capital Partners, LP 5
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 5
Calamos Convertible Opportunities & Income Fund 5
Calamos Convertible & High Income Fund 5
Calamos Dynamic Convertible & Income Fund 5
Maple Capital Management, Inc. 5
Impala Asset Management LLC 5
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 5
Quantum Capital Management 5
Turner Funds 5
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 5
Linden Advisors Lp 5
Ivy High Income Opportunities Fund 5
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 5
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 5
ASB Consultores, LLC 5
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 5
AWM Investment Company, Inc. 5
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 5
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 5
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 5
Franklin Ltd Duration Income Trust 5
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 5
Riverbridge Partners Llc 5
Palladiem, Llc 5
FourThought Financial Partners, LLC 5
Orca Investment Management, LLC 5
Horrell Capital Management, Inc. 5
Koesten, Hirschmann & Crabtree, INC. 5
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 5
Insigneo Advisory Services, Llc 5
Thematics Asset Management 5
Ohio National Investments, Inc. 5
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 5
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 5
Rothschild Investment Corp /il 5
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 5
Phillips Wealth Planners LLC 5
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 5
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 5
Cubic Asset Management, LLC 5
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 5
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 5
Clarus Wealth Advisors 5
VCTPX - VALIC Co I - Inflation Protected Fund 5
PrairieView Partners, LLC 5
New South Capital Management Inc 5
Parnassus Investments /ca 5
Trilogy Capital Inc. 5
Dividend Asset Capital, Llc 5
Cooper Investors Pty Ltd 5
Ruedi Wealth Management, Inc. 5
Joel Isaacson & Co., LLC 5
Naples Global Advisors, Llc 5
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 5
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 5
AMF Pensionsforsakring AB 5
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 5
Mechanics Bank Trust Department 5
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 5
Providence Capital Advisors, LLC 5
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 5
Trust Co Of Toledo Na /oh/ 5
Seelaus Asset Management LLC 5
Virtue Capital Management, LLC 5
300 North Capital, Llc 5
Friedenthal Financial 5
Northern Right Capital Management, L.P. 5
Abacus Planning Group, Inc. 5
Baker Ellis Asset Management LLC 5
Varma Mutual Pension Insurance Co 5
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 5
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 5
WealthTrust Axiom LLC 5
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 5
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 5
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 5
Value Holdings Lp 5
Avalon Trust Co 5
Minichmacgregor Wealth Management, Llc 5
O'Dell Group, LLC 5
Imprint Wealth LLC 5
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5
North Capital, Inc. 5
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 5
Sharkey, Howes & Javer 5
Painted Porch Advisors LLC 5
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 5
Gilman Hill Asset Management, LLC 5
Redhawk Wealth Advisors, Inc. 5
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 5
ENDW - EA Series Trust - Cambria Endowment Style ETF 5
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 5
Inlet Private Wealth, LLC 5
Equitec Specialists, Llc 5
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 5
potrero capital research llc 5
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 5
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 5
Barrett Asset Management, LLC 5
Sphera Funds Management Ltd. 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
Bangor Savings Bank 5
Cherry Tree Wealth Management, LLC 5
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 5
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 5
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 5
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 5
Insight Wealth Strategies, LLC 5
Tweedy, Browne Co LLC 5
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 5
First Commonwealth Financial Corp /pa/ 5
First National Bank of South Miami 5
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 5
Islet Management, LP 5
Asahi Life Asset Management Co., Ltd. 5
Halpern Financial, Inc. 5
National Penn Investors Trust Co /pa 5
BlackRock ETF Trust II - BlackRock Flexible Income ETF 5
Caisse Des Depots Et Consignations 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 5
APG Asset Management US Inc. 5
Philadelphia Financial Management of San Francisco, LLC 5
Fortem Financial Group, Llc 5
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 5
Trellus Management Company, LLC 5
PFG Private Wealth Management, LLC 5
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 5
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 5
Edge Capital Group, LLC 5
Human Investing LLC 5
Aris Wealth Services, Inc. 5
Knightsbridge Asset Management, Llc 5
Castle Creek Arbitrage, LLC 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
Cohanzick Management, Llc 5
Guardian Capital Lp 5
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 5
Easterly Investment Partners Llc 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 5
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 5
Wealth Preservation Advisors, LLC 5
Perkins Investment Management, LLC 5
Gq Asset Management, Llc 5
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS 5
Baldrige Asset Management LLC 5
Ipswich Investment Management Co., Inc. 5
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 5
Toews Corp /adv 5
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 5
Patton Fund Management, Inc. 5
Usa Mutuals Advisors, Inc. 5
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 5
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 5
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 5
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF 5
Cedar Wealth Management, LLC 5
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 5
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 5
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 5
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 5
Miracle Mile Advisors, LLC 5
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 5
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 5
Blue Square Asset Management, Llc 5
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 5
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 5
Cowen Investment Management LLC 5
Paragon Capital Management LLC 5
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 5
Grimes & Company, Inc. 5
Alamea Verwaltungs GmbH 5
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 5
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 5
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 5
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 5
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 5
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 5
Barbara Oil Co. 5
Whitnell & Co. 5
WMS Partners, LLC 5
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 5
Significant Wealth Partners LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 5
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 5
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 5
Beach Investment Counsel Inc/pa 5
Grace & White Inc /ny 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 5
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 5
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 5
Everpar Advisors Llc 5
Palouse Capital Management, Inc. 5
Iridian Asset Management Llc/ct 5
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 5
MeadowBrook Investment Advisors LLC 5
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 5
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 5
Northwest Financial Advisors 5
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 5
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 5
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 5
Aspiriant, Llc 5
GFS Advisors, LLC 5
American Century Investment Management Inc 5
Burgundy Asset Management Ltd. 5
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 5
Jnl Series Trust - Jnl/s&p 4 Fund (a) 5
Markston International Llc 5
Modern Wealth Management, LLC 5
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 5
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 5
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 5
FJ Investments, LLC 5
Aspect Partners, LLC 5
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 5
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 5
Channing Capital Management, LLC 5
Howland Capital Management Llc 5
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 5
Eagle Boston Investment Management Inc 5
Clifford Swan Investment Counsel Llc 5
Vanguard Specialized Funds 5
Voisard Asset Management Group, Inc. 5
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 5
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 5
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 5
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 5
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 5
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 5
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 5
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 5
S&t Bank/pa 5
Roundview Capital LLC 5
Baupost Group Llc/ma 5
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 5
Haverford Financial Services, Inc. 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 5
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 5
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 5
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 5
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 5
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 5
Miles Capital, Inc. 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 5
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 5
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 5
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 5
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 5
SCIU - Global X Funds - Global X Scientific Beta US ETF 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 5
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 5
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 5
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 5
South Texas Money Management Ltd 5
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 5
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 5
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 5
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF 5
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 5
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 5
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 5
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 5
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 5
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 5
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 5
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 5
FLP Wealth Management, LLC 5
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 5
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 5
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 5
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 5
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 5
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 5
Ronald Blue & Co Llc 5
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 5
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 5
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 5
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
M Holdings Securities, Inc. 5
Gendell Jeffrey L 5
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 5
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 5
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 5
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
Albion Financial Group /ut 5
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 5
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 5
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 5
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 5
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 5
Heritage Family Offices, LLP 5
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 5
Dfa Investment Trust Co - The Continental Small Company Series 5
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 5
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 5
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 5
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 5
PENN SERIES FUNDS INC - Large Cap Value Fund 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 5
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 5
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 5
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 5
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 5
PIMCO FUNDS - PIMCO Short Asset Portfolio 5
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 5
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 5
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 5
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 5
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 5
Lynx Investment Advisory 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 5
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 5
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 5
Mowery & Schoenfeld Wealth Management, LLC 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 5
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 5
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 5
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 5
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 5
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 5
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 5
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 5
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 5
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 5
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 5
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 5
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 5
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 5
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 5
Canandaigua National Bank & Trust Co 5
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 5
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 5
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 5
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 5
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 5
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 5
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 5
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 5
Mediolanum International Funds Ltd 5
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 5
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 5
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 5
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5
Institutional Investment Strategy Fund 5
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 5
Fiduciary Family Office, Llc 5
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 5
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 5
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 5
Roberts Glore & Co Inc /il/ 5
De Lisle Partners LLP 5
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
MML Series Investment Fund II - MML Asset Momentum Fund Class II 5
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 5
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 5
Fayez Sarofim & Co 5
Omni Partners Llp 5
Platform Technology Partners 5
Adirondack Research & Management Inc. 5
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 5
272 Capital LP 5
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5
Green Arrow Capital Management Llc 5
MTM Investment Management, LLC 5
Bluefin Capital Management, Llc 5
Mjp Associates Inc /adv 5
Vulcan Value Partners, LLC 5
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 5
Nuance Investments, Llc 5
Blue Rock Advisors, LLC 5
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 5
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 5
Gary Goldberg Planning Services Inc 5
Kernodle & Katon Asset Management Group, LLC 5
McCarthy Asset Management, Inc. 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 5
Allianz Se 5
Legg Mason Investment Counsel & Trust Co., N.A. 5
Cai Capital Management, Inc. 5
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 5
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 5
Telluride Asset Management LLC 5
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 5
LaSalle Street Capital Management, LLC 5
Winchester Group Inc. 5
Alerus Financial Na 5
Advocacy Wealth Management Services, LLC 5
Cascade Investment Advisors, Inc. 5
Synergy Investment Management, LLC 5
Baker Tilly Financial, Llc 5
San Luis Wealth Advisors LLC 5
Rocky Mountain Advisers, Llc 5
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 5
Impact Capital Partners LLC 5
Liontrust Investment Partners LLP 5
Rock Creek Group, LP 5
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 4
Edmond De Rothschild (suisse) S.a. 4
Poplar Forest Capital LLC 4
Grace Capital 4
ORG Wealth Partners, LLC 4
Impax Asset Management LTD 4
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 4
Capital Directions Investment Advisors, LLC 4
Community Capital Management, Inc. 4
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 4
Nfj Investment Group, Llc 4
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 4
Supplemental Annuity Collective Trust of NJ 4
One68 Global Capital, LLC 4
Pacific Alternative Asset Management Company, Llc 4
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 4
Ag2r La Mondiale Gestion D'actifs 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 4
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 4
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 4
Grandview Asset Management LLC 4
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 4
Cordatus Wealth Management LLC 4
CVI Investments, Inc. 4
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 4
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 4
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 4
ROIS - Lattice Strategies Trust - Hartford Multifactor International Small Company ETF 4
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 4
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 4
Donald Smith & Co., Inc. 4
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 4
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 4
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 4
Warberg Asset Management LLC 4
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 4
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 4
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 4
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 4
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 4
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 4
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 4
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 4
Stevens First Principles Investment Advisors 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 4
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 4
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 4
Spears Abacus Advisors LLC 4
PACIFIC SELECT FUND - Comstock Portfolio Class I 4
Ashfield Capital Partners, LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 4
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 4
Connacht Asset Management LP 4
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio 4
Resources Management Corp /ct/ /adv 4
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 4
Evelyn Partners Investment Management LLP 4
Bramshill Investments, LLC 4
Vectors Research Management, LLC 4
Bronson Point Management LLC 4
Bell Rock Capital Llc 4
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 4
Cranbrook Wealth Management, LLC 4
West Family Investments, Inc. 4
Stack Financial Management, Inc 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 4
Trivant Custom Portfolio Group, LLC 4
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 4
Banco BTG Pactual S.A. 4
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 4
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 4
Rubric Capital Management LP 4
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 4
Cozad Asset Management Inc 4
Southport Management, L.l.c. 4
Diversify Wealth Management, Llc 4
SWAN Capital LLC 4
DoubleLine ETF Adviser LP 4
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 4
Fulton Breakefield Broenniman Llc 4
Cox Capital Mgt LLC 4
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 4
Simply Money Advisors 4
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 4
KAMES CAPITAL plc 4
Goelzer Investment Management, Inc. 4
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 4
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4
Regal Wealth Group, Inc. 4
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 4
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 4
Altium Capital Management LP 4
BTC Capital Management, Inc. 4
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 4
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 4
Nicola Wealth Management Ltd. 4
Lebenthal Holdings,LLC 4
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 4
Howard Capital Management Inc. 4
ICONIQ Capital, LLC 4
Gables Capital Management Inc. 4
Braun-Bostich & Associates Inc. 4
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 4
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 4
Kelly Lawrence W & Associates Inc/ca 4
Atika Capital Management LLC 4
George Kaiser Family Foundation 4
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 4
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 4
Hc Financial Advisors Inc 4
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 4
Midwest Trust Co 4
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 4
Innovative Portfolios 4
Performa Ltd (US), LLC 4
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 4
Eminence Capital, Lp 4
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 4
Central Bank & Trust Co 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
Insight Advisors, LLC/ PA 4
ULTRA SERIES FUND - Core Bond Fund Class I 4
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 4
Winthrop Partners - Wny, Llc 4
Eubel Brady & Suttman Asset Management Inc 4
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 4
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 4
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 4
Crown Advisors Management, Inc. 4
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 4
Baron Wealth Management LLC 4
Carnick & Kubik, LLC 4
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 4
First Sabrepoint Capital Management Lp 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
Rnc Capital Management Llc 4
Kendall Capital Management 4
Otter Creek Advisors, LLC 4
Game Creek Capital, LP 4
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 4
Newland Capital Management, Llc 4
Biltmore Family Office, LLC 4
Eads & Heald Wealth Management 4
Endurant Capital Management LP 4
Marianas Fund Management Llc 4
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 4
Cobiz Investment Management, Llc 4
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 4
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 4
Fort Point Capital Partners LLC 4
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
Weil Company, Inc. 4
SWS Partners 4
Zuckerman Investment Group, LLC 4
Dynasty Wealth Management, Llc 4
YANKCOM Partnership 4
Tiaa Cref Trust Co Fsb/mo 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 4
Thornburg Investment Management Inc 4
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 4
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 4
Nwq Investment Management Company, Llc 4
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 4
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 4
Capital Growth Management Lp 4
Parsec Financial Management, Inc. 4
Point View Wealth Management, Inc. 4
First Heartland Consultants, Inc. 4
Clifford Capital Partners Llc 4
Crabel Capital Management, LLC 4
DiMeo Schneider & Associates, L.L.C. 4
Iron Horse Wealth Management, LLC 4
Schneider Capital Management Corp 4
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 4
Sessa Capital IM, L.P. 4
Centenus Global Management, Lp 4
Skye Global Management LP 4
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 4
Diligent Investors, LLC 4
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 4
Godshalk Welsh Capital Management, Inc. 4
James Hambro & Partners 4
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 4
Md Sass Investors Services Inc 4
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 4
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 4
Mondrian Investment Partners LTD 4
Jana Partners Llc 4
X-Square Capital, LLC 4
Santori & Peters, Inc. 4
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 4
Alta Advisers Ltd 4
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 4
Advent Capital Management /de/ 4
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 4
IYW - iSHARES TRUST - iShares U.S. Technology ETF 4
Focus Financial Network, Inc. 4
EUSM - Strategy Shares - Eventide US Market ETF 4
Trillium Asset Management, Llc 4
DeDora Capital, Inc. 4
Holistic Financial Partners 4
Valmark Advisers, Inc. 4
Fwl Investment Management, Llc 4
DDD Partners, LLC 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
1060 Capital, LLC 4
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 4
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 4
Sasco Capital Inc / Ct/ 4
Crescent Capital Consulting, LLC 4
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 4
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 4
Madison Investment Advisors, LLC 4
Noked Capital LTD 4
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 4
Bright Rock Capital Management, Llc 4
Henderson Global Funds 4
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 4
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 4
Arena Capital Advisors, LLC- CA 4
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 4
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 4
QV Investors Inc. 4
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 4
Alaethes Wealth LLC 4
First Merchants Corp 4
Clear Perspective Advisors, LLC 4
Wilkinson Global Asset Management LLC 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
Dowling & Yahnke Llc 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 4
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 4
Wellington Shields & Co., LLC 4
Mill Road Capital Management LLC 4
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 4
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 4
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 4
Allstate Investment Management Co 4
Applied Capital LLC/FL 4
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 4
Rockland Trust Co 4
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 4
Broadview Funds Trust 4
Beverly Hills Private Wealth, LLC 4
Country Club Trust Company, n.a. 4
Qualcomm Inc/de 4
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 4
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 4
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 4
New Hampshire Trust 4
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 4
Chiron Capital Management, Llc 4
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 4
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 4
Nicholas Hoffman & Company, LLC. 4
Bnc Wealth Management, Llc 4
Richard W. Paul & Associates, LLC 4
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 4
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 4
VitalStone Financial, LLC 4
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 4
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 4
Global Financial Private Capital, LLC 4
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 4
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 4
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 4
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 4
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 4
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 4
MRGR - PROSHARES TRUST - ProShares Merger ETF 4
Nordwand Advisors, LLC 4
Fairway Wealth LLC 4
Cyndeo Wealth Partners, LLC 4
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 4
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 4
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 4
Vanguard Morgan Growth Fund 4
Daymark Wealth Partners, Llc 4
Oppenheimer Global Strategic Income Fund 4
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 4
Markel Corp 4
Ivory Investment Management, Llc 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 4
Davidson Investment Advisors 4
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 4
Trifecta Capital Advisors, LLC 4
Northstar Wealth Partners LLC 4
Precision Wealth Strategies, LLC 4
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 4
Pioneer High Income Trust 4
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 4
Re Advisers Corp 4
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 4
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
MDWDX - 360 Funds - Midwood Long/Short Equity Fund Institutional Class 4
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 4
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 4
Gwn Securities Inc. 4
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 4
Prudent Man Advisors, LLC 4
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 4
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 4
Graticule Asia Macro Advisors LLC 4
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 4
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 4
CoreCommodity Management, LLC 4
Canal Capital Management, LLC 4
Capital Impact Advisors, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 4
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 4
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 4
Pacific Center for Financial Services 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 4
Junto Capital Management LP 4
Lonestar Capital Management LLC 4
Cion Ares Diversified Credit Fund 4
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 4
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 4
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 4
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 4
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 4
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
Jacobs Asset Management, Llc 4
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 4
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 4
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 4
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 4
CPI - IndexIQ ETF Trust - IQ Real Return ETF 4
Rs Investment Management Co Llc 4
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 4
Horizons Etf Trust I 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 4
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 4
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 4
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 4
GMICX - GMO TRUST - GMO International Equity Fund Class II 4
Ares Dynamic Credit Allocation Fund, Inc. 4
Satuit Capital Management Trust 4
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF 4
Third Point LLC 4
WealthPlan Investment Management, LLC 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
Sivik Global Healthcare LLC 4
Rivernorth Opportunities Fund, Inc. 4
Bienville Capital Management, LLC 4
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 4
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 4
Pioneer Diversified High Income Trust 4
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 4
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 4
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 4
Midas Management Corp 4
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 4
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 4
Q Global Advisors, LLC 4
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 4
Greenhaven Associates Inc 4
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 4
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 4
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 4
Monetary Management Group Inc 4
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 4
SignalPoint Asset Management, LLC 4
PENN SERIES FUNDS INC - Developed International Index Fund 4
Newfound Research LLC 4
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF 4
Federated Mdt Large Cap Value Fund 4
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 4
Traub Capital Management LLC 4
Papp L Roy & Associates 4
Brown Capital Management Llc 4
Zwj Investment Counsel Inc 4
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 4
PENN SERIES FUNDS INC - High Yield Bond Fund 4
Oppenheimer Main Street Small Cap Fund 4
Oxbow Advisors, LLC 4
Haven Private, LLC 4
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 4
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 4
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 4
Cypress Capital Management LLC (WY) 4
Bridgeworth, LLC 4
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 4
Klingenstein Fields & Co Lp 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 4
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 4
New Mountain Vantage Advisers, L.l.c. 4
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 4
Eaton Vance Tax Advantaged Global Dividend Income Fund 4
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 4
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 4
Garrison Asset Management, LLC 4
Triangle Securities Wealth Management 4
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 4
Glenhill Advisors Llc 4
HITE Hedge Asset Management LLC 4
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 4
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 4
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 4
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 4
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 4
Cim, Llc 4
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 4
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 4
Profunds - Profund Vp Consumer Services 4
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 4
Oppenheimer Small Cap Value Fund 4
Oppenheimer Global Multi-asset Growth Fund 4
Elm Advisors, Llc 4
REAP Financial Group, LLC 4
Boston Income Portfolio - Boston Income Portfolio 4
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 4
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 4
Sentinel Group Funds Inc 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
Telemark Asset Management, LLC 4
Clal Insurance Enterprises Holdings Ltd 4
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 4
PGIM Short Duration High Yield Opportunities Fund 4
Hatteras Funds, LLC 4
Northside Capital Management, LLC 4
Legacy Financial Group LLC 4
Kwmg, Llc 4
Old Point Trust & Financial Services N A 4
PIMCO FUNDS - PIMCO Low Duration Portfolio 4
Astoria Portfolio Advisors LLC. 4
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 4
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 4
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 4
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 4
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 4
Hefty Wealth Partners 4
IPDP - Listed Funds Trust - Dividend Performers ETF 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
Range Financial Group LLC 4
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 4
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 4
Cheyne Capital Management (UK) LLP 4
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 4
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 4
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 4
Campbell Newman Asset Management Inc 4
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 4
Huber Capital Management LLC 4
Insight Folios Inc 4
S.A. Mason LLC 4
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 4
Retireful, LLC 4
Empirical Asset Management, LLC 4
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 4
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 4
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 4
Exchange Capital Management, Inc. 4
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 4
Burns J W & Co Inc/ny 4
Espalier Global Management LLC 4
Vermillion Wealth Management, Inc. 4
Liberty All Star Growth Fund Inc. 4
Dividend & Income Fund 4
Beach Investment Management, LLC. 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 4
Williams Jones & Associates LLC 4
Foxby Corp. 4
VELA Funds - VELA Large Cap 130/30 Fund Class I 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 4
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 4
Liberty All Star Equity Fund 4
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 4
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 4
Leith Wheeler Investment Counsel Ltd. 4
Livingston Group Asset Management CO (operating as Southport Capital Management) 4
PUREfi Wealth, LLC 4
West Oak Capital, LLC 4
Bath Savings Trust Co 4
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 4
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 4
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 4
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 4
Beacon Financial Group 4
RGT Wealth Advisors, LLC 4
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 4
Palo Capital, Inc. 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
Thrax Management, LLC 4
Beacon Investment Advisory Services, Inc. 4
Scoggin Management Lp 4
Groesbeck Investment Management Corp /nj/ 4
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 4
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 4
Sensato Investors LLC 4
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 4
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 4
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 4
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 4
Orbitronix, LP 4
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 4
Gyroscope Capital Management Group, Llc 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 4
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 4
Meteora Capital, LLC 4
City State Bank 4
OHIO NATIONAL FUND INC - ON International Equity Portfolio 4
Kcm Investment Advisors Llc 4
Perimeter Capital Partners, LLC 4
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 4
RWM Asset Management, LLC 4
Bck Capital Management Lp 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 4
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 4
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 4
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 4
Tiger Eye Capital LLC 4
Samalin Investment Counsel, LLC 4
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares 4
KIFAX - Forward Funds - Salient Select Income Fund Class A 4
Pacific Ridge Capital Partners, LLC 4
ICW Investment Advisors LLC 4
Marco Investment Management Llc 4
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 4
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF 4
RFG Advisory, LLC 4
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 4
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 4
Legacy Capital Partners, Inc. 4
New England Asset Management Inc 4
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 4
Kms Financial Services, Inc 4
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 4
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 4
Hamilton Point Investment Advisors, LLC 4
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 4
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 4
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 4
American National Insurance Co /tx/ 4
Yacktman Asset Management Lp 4
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 4
Rather & Kittrell, Inc. 4
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 4
RBB FUND, INC. - Aquarius International Fund 4
Fisher Funds Management LTD 4
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 4
AMJ Financial Wealth Management 4
Aperture Investors, LLC 4
West Bancorporation Inc 4
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 4
Hartree Partners, LP 4
Lifeworks Advisors, LLC 4
Kozak & Associates, Inc. 4
Horizon Bancorp Inc /in/ 4
Atlas Private Wealth Management 4
Crowley Wealth Management, Inc. 4
Cascadia Advisory Services, LLC 4
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 4
Guardian Wealth Management, Inc. 4
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 4
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 4
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 4
Rainier Investment Management Llc 4
United Asset Strategies, Inc. 4
Northeast Financial Consultants Inc 4
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 4
Soltis Investment Advisors LLC 4
Pluribus Labs, LLC 4
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 4
Jarislowsky, Fraser Ltd 4
L2 Asset Management, LLC 4
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 4
NWK Group, Inc. 4
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class 4
Lion Street Advisors, LLC 4
Lindenwold Advisors 4
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 4
40 North Management LLC 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 4
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 4
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 4
Sage Rock Capital Management LP 4
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 4
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 4
Ovata Capital Management Ltd 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 4
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4
Allegheny Financial Group LTD 4
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 4
EdgePoint Investment Group Inc. 4
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF 4
Duff & Phelps Investment Management Co 4
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 4
Mid Continent Capital Llc/il 4
Palisade Asset Management, LLC 4
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 4
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 4
Gabelli Healthcare & Wellnessrx Trust 4
Capital Advisory Group Advisory Services, LLC 4
Black Swift Group, LLC 4
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 4
Morton Brown Family Wealth, LLC 4
Seven Grand Managers, Llc 4
Force Hill Capital Management LP 4
Gabelli Global Utility & Income Trust 4
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 4
Boyd Watterson Asset Management Llc/oh 4
Eaton Vance Tax-managed Buy-write Income Fund 4
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 4
Prosperity Consulting Group, LLC 4
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 4
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 4
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 4
Mazama Capital Management Inc 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 4
Blackstone / Gso Long-short Credit Income Fund 4
Optas, LLC 4
Hatteras Alternative Mutual Funds, LLC 4
FRG Family Wealth Advisors LLC 4
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 4
Candlestick Capital Management LP 4
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 4
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 4
Basswood Capital Management, L.l.c. 4
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 4
Groupe la Francaise 4
FS Series Trust - FS Market Neutral Fund Class I 4
Kettle Hill Capital Management, Llc 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
Future Financial Wealth Managment LLC 4
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 4
PFM Health Sciences, LP 4
Steadfast Capital Management Lp 4
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 4
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A 4
Argent Advisors, Inc. 4
Yarbrough Capital, LLC 4
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 4
2Xideas AG 4
NuWave Investment Management, LLC 4
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF 4
PCJ Investment Counsel Ltd. 4
Decker Retirement Planning Inc. 4
Prospector Partners Llc 4
Great Lakes Retirement, Inc. 4
DGS Capital Management, LLC 4
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 4
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 4
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 4
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 4
Delaware Vip Trust - Delaware Vip Value Series Standard Class 4
Wealthspring Capital LLC 4
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 4
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 4
Pullen Investment Management, LLC 4
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 4
Continental Advisors Llc 4
Westover Capital Advisors, LLC 4
Source Capital Inc /de/ 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
FSA Wealth Management LLC 4
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 4
Wedmont Private Capital 4
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 4
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 4
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 4
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 4
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 4
Allianzgi Diversified Income & Convertible Fund 4
Pathway Financial Advisers, LLC 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 4
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 4
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 4
Kera Capital Partners, Inc. 4
Badgley Phelps Wealth Managers, LLC 4
DSC Advisors, L.P. 4
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 4
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 4
Smallcap World Fund Inc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 4
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 4
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 4
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 4
Running Oak Capital LLC 4
RMR Wealth Builders 4
Wilmington Trust Investment Management, LLC 4
Palmer Square Opportunistic Income Fund 4
Potomac Capital Management, Inc. 4
Lakewood Capital Management, Lp 4
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 4
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 4
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 4
Harvey Partners, LLC 4
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 4
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 4
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 4
Mendel Money Management 4
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 4
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 4
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 4
Fernwood Investment Management, LLC 4
Harvey Investment Co Llc 4
Telemetry Investments, L.L.C. 4
Berger Financial Group, Inc 4
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 4
Hauser Family AG 4
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 4
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 4
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 4
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 4
Annandale Capital, LLC 4
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
Kleinwort Benson Investors Dublin Ltd 4
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 4
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 4
Eisler Capital (UK) Ltd. 4
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 4
IPDPX - Collaborative Investment Series Trust - Dividend Performers Class I 4
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 4
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 4
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 4
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 4
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 4
GlobalBridge, Inc. 4
Rowland & Co Investment Counsel/adv 4
National Investment Services Inc /wi 4
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 4
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
RiverPoint Capital Management, LLC 4
Connor Clark & Lunn Investment Management Ltd 4
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 4
LMR Master Fund Ltd 4
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 4
PIMCO FUNDS - PIMCO Sector Fund Series - H 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 4
Bell Bank 4
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 4
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 4
De Burlo Group Inc 4
Aster Investment Management Co Inc 4
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 4
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 4
Private Capital Management, LLC 4
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 4
Provenance Wealth Advisors, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 4
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 4
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 4
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 4
Emory University 4
Torray Llc 4
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 4
Roof Eidam & Maycock/adv 4
Marble Harbor Investment Counsel, LLC 4
Killen Group Inc 4
Coliseum Capital Management, LLC 4
Paradigm Financial Advisors, LLC 4
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 4
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 4
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 4
Raffles Associates Lp 4
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 4
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 4
Naples Money Management LLC 4
NDVR, Inc. 4
Centennial Bank/AR/ 4
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 4
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 4
Tyche Wealth Partners LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 4
Invesco High Income Trust Ii 4
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 4
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) 4
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 4
Cidel Asset Management Inc 4
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 4
Raab & Moskowitz Asset Management LLC 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
Nippon Life Global Investors Americas, Inc. 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 4
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 4
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
MD Financial Management Inc. 4
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 4
Proffitt & Goodson Inc 4
First National Trust Co 4
Catalytic Wealth RIA, LLC 4
Cantillon Capital Management Llc 4
Kodai Capital Management LP 4
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 4
Signal Advisors Wealth, LLC 4
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 4
WELLINGTON TRUST Co N A 4
Vermillion & White Wealth Management Group, LLC 4
Obermeyer Wood Investment Counsel, Lllp 4
Dixon Mitchell Investment Counsel Inc. 4
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 4
Sagespring Wealth Partners, Llc 4
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 4
1858 Wealth Management, Llc 4
JT Stratford LLC 4
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 4
Delta Global Management LP 4
Confluence Investment Management Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 4
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 4
Sumitomo Life Insurance Co 4
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 4
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 4
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 4
HSBC FUNDS - HSBC High Yield Fund Class A 4
HSBC FUNDS - HSBC Strategic Income Fund Class A 4
Nasdaq Premium Income & Growth Fund Inc. 4
British Airways Pensions Investment Management Ltd 4
Telos Capital Management, Inc. 4
Isi Strategy Fund Inc 4
Fulcrum Capital LLC 4
Cannon Financial Strategists, Inc. 4
Lowe Wealth Advisors, LLC 4
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF 4
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
J. W. Coons Advisors, LLC 4
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 4
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 4
Winmill & Co. Inc 4
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 4
Leisure Capital Management 4
Principle Wealth Partners Llc 4
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 4
Gruber & Mcbaine Capital Management Llc 4
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 4
BlackRock Private Investments Fund 4
HBW Advisory Services LLC 4
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 4
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 4
Iat Reinsurance Co Ltd. 4
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 4
Rs Variable Products Trust 4
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 4
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 4
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 4
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 4
Chimera Capital Management LLC 4
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 4
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 4
Asher Enterprises Inc 4
Paulson & Co. Inc. 4
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 4
NOINX - Northern Funds - Northern International Equity Index Fund 4
Sentry Investments Corp. 4
NOIEX - Northern Funds - Northern Income Equity Fund 4
Guggenheim Equal Weight Enhanced Equity Income Fund 4
Talara Capital Management, LLC 4
NMIEX - Northern Funds - Active M International Equity Fund 4
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 4
Perbak Capital Partners LLP 4
FMIFX - FMI FUNDS INC - FMI International Fund II - Currency Unhedged Institutional Class 4
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 4
Walled Lake Planning & Wealth Management, Llc 4
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 4
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 4
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF 4
Jackson Square Capital, Llc 4
Long Island Wealth Management, Inc. 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
Oracle Alpha Inc. 4
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 4
Bleichroeder LP 4
OneAscent Financial Services LLC 4
Nova Wealth Management, Inc. 4
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 4
Hobbs Group Advisors, LLC 4
Greenlight Capital Inc 4
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 4
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 4
Sound View Wealth Advisors Group, LLC 4
BlackRock ETF Trust II - BlackRock High Yield ETF 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 4
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 4
Weaver Consulting Group 4
Financial Enhancement Group LLC 4
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 4
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 4
Zhang Financial LLC 4
United Community Bank 4
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF 4
Nicolet Advisory Services, Llc 4
Achievement Holdings L.P. 4
Rail-Splitter Capital Management, LLC 4
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 4
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 4
Evolution Wealth Management Inc. 4
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 4
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 4
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 4
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 4
Empery Asset Management, LP 4
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 4
Chartwell Investment Partners/pa 4
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 4
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 4
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 4
Stone House Investment Management, LLC 4
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 4
Great Valley Advisor Group, Inc. 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 4
First Foundation Advisors 4
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 4
Occidental Asset Management, LLC 4
55i, Llc 4
Hoey Investments, Inc 4
Fulcrum Equity Management 4
Foster Victor Wealth Advisors, LLC 4
Willis Investment Counsel 4
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 4
D1 Capital Partners L.P. 4
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 4
Apex Capital Management 4
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 4
Clarfeld Financial Advisors, Llc 4
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 4
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 4
MONECO Advisors, LLC 4
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 4
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
Wrapmanager Inc 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
Novare Capital Management Llc 4
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 4
Noked Israel Ltd 4
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 4
Aston Asset Management, LLC 4
Cypress Capital Management Llc 4
Sabby Management, Llc 4
Actinver Wealth Management, Inc. 4
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 4
Dagco, Inc. 4
Close Asset Management Ltd 4
Fermata Advisors, LLC 4
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 4
VestGen Advisors, LLC 4
Staley Capital Advisers Inc 4
DecisionPoint Financial, LLC 4
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 4
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 4
Abundance Wealth Counselors 4
Rokos Capital Management LLP 4
Sprott Inc. 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
Headinvest, Llc 4
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 4
TAMRO Capital Partners LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 4
Little House Capital Llc 4
Heck Capital Advisors, LLC 4
Courier Capital Llc 4
Impax Asset Management (AIFM) Ltd 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 4
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 4
Uniplan Investment Counsel, Inc. 4
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 4
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 4
Private Advisory Group LLC 4
TrinityPoint Wealth, LLC 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 4
Flow Traders U.s. Llc 4
Ou Katie 3
Goldman Sachs Asset Management, L.p. 3
Raging Capital Management, LLC 3
Foundation Asset Management, LP 3
P2 Capital Partners, LLC 3
180 Degree Capital Corp. /ny/ 3
Stadium Capital Management Llc 3
FrontFour Capital Group LLC 3
Blue Harbour Group, L.P. 3
Zazove Associates Llc 3
12 West Capital Management LP 3
Glacier Peak Capital LLC 3
Kingdom Ridge Capital, LLC 3
Nierenberg Investment Management Company, Inc. 3
York Capital Management Global Advisors, LLC 3
Integrated Core Strategies (us) Llc 3
Broad Run Investment Management, LLC 3
Menora Mivtachim Holdings Ltd. 3
Amici Capital, LLC 3
National Rural Electric Cooperative Association 3
Goldentree Asset Management Lp 3
Pennant Capital Management, LLC 3
Skyline Asset Management Lp 3
Elm Ridge Management, LLC 3
Sio Capital Management, LLC 3
Senator Investment Group LP 3
Hound Partners, LLC 3
Teachers Insurance & Annuity Association Of America 3
Peconic Partners Llc 3
Dodge & Cox 3
Beck Capital Management, Llc 3
International Value Advisers, LLC 3
Avenir Corp 3
Platinum Investment Management Ltd 3
Cadian Capital Management, Lp 3
Shapiro Capital Management Llc 3
Meritage Group LP 3
Long Pond Capital, LP 3
Tamarack Advisers, LP 3
Champlain Investment Partners, LLC 3
Piper Jaffray Companies 3
King Street Capital Management, L.p. 3
Old Republic International Corp 3
Meyer Handelman Co 3
Bessemer Securities Llc 3
Altfest L J & Co Inc 3
Accident Compensation Corp 3
WESCAP Management Group, Inc. 3
Mcmillion Capital Management Inc 3
Roosevelt Investment Group Llc 3
Foster Dykema Cabot & Co Inc/ma 3
SCS Capital Management LLC 3
Lafayette Investments, Inc. 3
Pergamon Offshore Advisors, L.P. 3
Cupps Capital Management, LLC 3
CQS Cayman LP 3
Budros, Ruhlin & Roe, Inc. 3
Investment Management Of Virginia Llc 3
First Niagara Bank 3
American Capital Management Inc 3
D L Carlson Investment Group Inc 3
FUKOKU MUTUAL LIFE INSURANCE Co 3
Philadelphia Trust Co 3
Alta Capital Management Llc/ 3
Winslow Asset Management Inc 3
Geller Advisors LLC 3
Tealwood Asset Management Inc 3
Insight 2811, Inc. 3
BARING ASSET MANAGEMENT Ltd 3
CFO4Life, L.P. 3
Hedeker Wealth, LLC 3
Northern Capital Management Llc 3
Diker Management Llc 3
Parthenon Llc 3
Iberiabank Corp 3
FirstMerit Bank N A Trustee 3
Genesis Wealth Advisors, LLC 3
Intrepid Capital Management Inc 3
ValueAct Holdings, L.P. 3
First City Capital Management, Inc. 3
Schafer Cullen Capital Management Inc 3
Hays Advisory Llc 3
Ironwood Investment Counsel, LLC 3
Check Capital Management Inc/ca 3
Kimelman & Baird, LLC 3
VR Advisory Services Ltd 3
Security National Bank Of So Dak 3
Bbr Partners, Llc 3
Sarasin & Partners LLP 3
Nichols Asset Management LLC 3
Connective Capital Management, LLC 3
Friedberg Investment Management 3
Constellation Wealth Advisors, LLC 3
BW Gestao de Investimentos Ltda. 3
Clear Investment Research, Llc 3
Sphinx Trading, Lp 3
Investment House Llc 3
Wealthquest Corp 3
1st Source Bank 3
Springbank Value Partners Lp 3
First United Bank Trust/ 3
Falcon Point Capital, Llc 3
Sii Investments Inc/wi 3
North Star Asset Management Inc 3
Nelson Capital Management, LLC 3
Nbw Capital Llc 3
Fiduciary Group LLC 3
Hershey Trust Co 3
Comgest Global Investors S.a.s. 3
Gryphon International Investment CORP 3
First Dallas Securities Inc. 3
Mercer Capital Advisers, Inc. 3
Hyman Charles D 3
Murphy Capital Management Inc 3
Blackthorn Investment Group Llc 3
Goodman Financial Corp 3
AT Bancorp 3
Peddock Capital Advisors, Llc 3
Westwood Management Corp /il/ 3
Norris Perne & French Llp/mi 3
Albert D Mason Inc 3
Coastline Trust Co 3
Corbenic Partners LLC 3
Spectrum Asset Management, Inc. (NB/CA) 3
Butensky & Cohen Financial Security, Inc 3
Osborne Partners Capital Management, Llc 3
Jlb & Associates Inc 3
Delta Capital Management Llc 3
Charter Trust Co 3
Personal Capital Advisors Corp 3
Needham Investment Management Llc 3
Steinberg Asset Management Llc 3
Mason Capital Management Llc 3
Steinberg Global Asset Management 3
Boardman Bay Capital Management Llc 3
Atherton Lane Advisers, Llc 3
Jetstream Capital LLC 3
Lorber David A 3
Fca Corp /tx 3
West Coast Financial LLC 3
Myriad Asset Management Ltd. 3
Carret Asset Management, Llc 3
Security National Bank Of Sioux City Iowa /ia/ 3
Annex Advisory Services, LLC 3
Winslow Capital Management, LLC 3
Mitsubishi UFJ Securities Holdings Co., Ltd. 3
M3F, Inc. 3
DT Investment Partners, LLC 3
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 3
Atlas Brown,Inc. 3
Prio Wealth Limited Partnership 3
Sabal Trust CO 3
Hamlin Capital Management, LLC 3
Alecta Pensionsforsakring, Omsesidigt 3
Financial Advisory Service, Inc. 3
Portfolio Solutions, LLC 3
Donald L. Hagan, LLC 3
Acropolis Investment Management, LLC 3
BLB&B Advisors, LLC 3
Franklin Street Advisors Inc /nc 3
Conestoga Capital Advisors, LLC 3
First American Bank 3
Regent Investment Management LLC 3
Peachtree Investment Advisors, Inc. 3
Banced Corp 3
Meristem Family Wealth, LLC 3
Pure Financial Advisors, Inc. 3
Vontobel Asset Management Inc 3
Montrusco Bolton Investments Inc. 3
Indiana Trust & Investment Management CO 3
Smithbridge Asset Management Inc/de 3
Detwiler Fenton Investment Management LLC 3
Cacti Asset Management Llc 3
William Harris Investors Inc 3
Callan Capital, LLC 3
One Capital Management, LLC 3
NINE MASTS CAPITAL Ltd 3
Gratus Capital LLC 3
J.P. Turner & Co Capital Mnagement, LLC 3
Manitou Investment Management Ltd. 3
Covington Investment Advisors Inc. 3
Ferguson Wellman Capital Management, Inc 3
Stonebridge Capital Management Inc 3
Ckw Financial Group 3
Efficient Market Advisors, LLC 3
Welch Group, LLC 3
Jabodon Pt Co 3
Curbstone Financial Management Corp 3
Capital International Inc /ca/ 3
Beese Fulmer Investment Management, Inc. 3
Herald Investment Management Ltd 3
Proxima Capital Management, LLC 3
Addison Clark Management, L.l.c. 3
Foyston, Gordon, & Payne Inc 3
Icc Capital Management Inc/ 3
East Coast Asset Management, LLC. 3
Quadrature Capital LLP 3
Ashmore Wealth Management Llc 3
Waterfront Capital Partners, LLC 3
Chemical Bank 3
First Business Financial Services, Inc. 3
V2 Capital, LLC 3
HWG Holdings LP 3
Hudson Valley Investment Advisors Inc /adv 3
Valentine Capital Asset Management, Inc. 3
Weitz Investment Management, Inc. 3
Lord Abbett Developing Growth Fund, Inc. 3
Chai Trust Co Llc 3
Saddle Road Partners, LLC 3
Kiltearn Partners LLP 3
Trust Asset Management LLC 3
Verde Servicos Internacionais S.A. 3
Armbruster Capital Management, Inc. 3
Bank Of The West 3
Stuart Chaussee & Associates, Inc. 3
Strategic Financial Services, Inc, 3
FOURPOINTS Investment Managers, S.A.S. 3
Taylor, Cottrill, Erickson & Associates, Inc. 3
Fma Advisory Inc 3
New Vernon Capital Holdings II LLC 3
Stone Run Capital, Llc 3
Ally Financial Inc. 3
Scharf Investments, Llc 3
Granite Point Capital Management, L.P. 3
Giverny Capital Inc. 3
Quantum Capital Management, LLC / NJ 3
Cognios Capital, LLC 3
Wealthsource Partners, Llc 3
Pura Vida Investments, Llc 3
Lomas Capital Management, LLC 3
Palestra Capital Management LLC 3
Suvretta Capital Management, Llc 3
Arosa Capital Management LP 3
Bellevue Group AG 3
Freshford Capital Management, LLC 3
Vollero Beach Capital Partners LLC 3
12th Street Asset Management Company, LLC 3
Silicon Valley Capital Partners 3
Robinson Capital Management, Llc 3
Coastal Bridge Advisors, LLC 3
Kingstown Capital Management L.p. 3
SIR Capital Management, L.P. 3
Aristotle Capital Boston, LLC 3
Northwestern Mutual Investment Services Llc 3
Strategic Investment Management, Llc 3
Twin Focus Capital Partners, Llc 3
Partner Investment Management, L.P. 3
Montage Investments, Llc 3
Naya Capital Management Uk Ltd 3
Maple Rock Capital Partners Inc. 3
Carleon Capital Partners LLC 3
Strategic Capital Alternatives LLC 3
Spectrum Advisory Services Inc 3
Bluestein R H & Co 3
CapWealth Advisors, LLC 3
Alley Co LLC 3
Cannell Peter B & Co Inc 3
Capstone Financial Advisors, Inc. 3
Sector Gamma As 3
Deimos Asset Management LLC 3
McQueen, Ball & Associates Inc. 3
Payden & Rygel 3
Fft Wealth Management Llc 3
Semper Trust Co. 3
Lionstone Capital Management LLC 3
Prospect Capital Advisors, LLC 3
Apis Capital Advisors, LLC 3
Decade Capital Management Llc 3
TigerShark Management, LLC 3
Cohen & Steers Capital Management Inc 3
Loeb Offshore Management LP 3
Adams Hill Capital Llc 3
Banyan Partners, LLC 3
Marathon Capital Management 3
Nuveen Fund Advisors, LLC 3
Probity Advisors, Inc. 3
AWH Capital, L.P. 3
Tesco Pension Investment Ltd 3
Guidant Wealth Advisors 3
HMS Capital Management, LLC 3
Pvg Asset Management Corp 3
ELCO Management Co., LLC 3
FS Global Credit Opportunities Fund 3
Asset Planning Services, Ltd. 3
Bnp Paribas 3
Norway Savings Bank 3
Chiron Investment Management, LLC 3
Equity Investment Corp 3
Kohmann Bosshard Financial Services, LLC 3
LFL Advisers, LLC 3
Northwest Wealth Management, Llc 3
Smith Shellnut Wilson Llc /adv 3
Gainplan LLC 3
Northwest Quadrant Wealth Management, LLC 3
ARK Investment Management LLC 3
Capital Income Builder 3
Precept Management LLC 3
Empire Life Investments Inc. 3
Western Standard LLC 3
Gobi Capital Llc 3
Gillson Capital LP 3
Ullmann Financial Group, Inc. 3
Engle Capital Management, L.P. 3
Cider Mill Investments LP 3
Worth Venture Partners, LLC 3
Greenhouse Funds LLLP 3
Aldebaran Capital, Llc 3
Mitsubishi UFJ Asset Management (UK) Ltd. 3
AlphaStar Capital Management, LLC 3
Mountain Capital Investment Advisors, Inc 3
Gs Investments, Inc. 3
American Financial Network Advisory Services Llc 3
Landaas & Co /wi /adv 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 3
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 3
Oppenheimer Capital Income Fund 3
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 3
Wells Fargo Utilities & High Income Fund 3
PFG Advisors 3
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 3
Putnam High Income Securities Fund 3
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 3
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 3
Allianzgi Convertible & Income Fund Ii 3
Allianzgi Convertible & Income Fund 3
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 3
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 3
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 3
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 3
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 3
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 3
Barings Corporate Investors 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 3
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 3
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 3
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 3
Nuveen High Income November 2021 Target Term Fund 3
Eaton Vance Tax-managed Buy-write Opportunities Fund 3
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 3
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 3
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 3
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 3
Core Bond Portfolio - Core Bond Portfolio 3
Sprott Focus Trust Inc. 3
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 3
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 3
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 3
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 3
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund 3
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 3
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 3
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 3
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 3
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
Tri-continental Corp 3
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 3
Scout Funds 3
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 3
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 3
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 3
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 3
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 3
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 3
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 3
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 3
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 3
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 3
Himco Variable Insurance Trust 3
Cortina Funds, Inc. 3
Blackrock Enhanced Global Dividend Trust 3
Special Opportunities Fund, Inc. 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
Royce Global Value Trust, Inc. 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 3
Guggenheim Taxable Municipal Managed Duration Trust 3
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 3
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 3
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 3
First Trust Senior Floating Rate 2022 Target Term Fund 3
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 3
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 3
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
Fdp Series, Inc. 3
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 3
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 3
Short Duration High Income Portfolio - Short Duration High Income Portfolio 3
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 3
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 3
Advent Claymore Convertible Securities & Income Fund 3
Oppenheimer Discovery Mid Cap Growth Fund 3
Tax-managed Global Small-cap Portfolio 3
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
Wells Fargo Income Opportunities Fund 3
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
Eaton Vance High Income 2021 Target Term Trust 3
Resource Credit Income Fund 3
Oppenheimer Discovery Fund 3
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 3
Ridgeworth Funds 3
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 3
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 3
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 3
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 3
Western Asset High Income Opportunity Fund Inc. 3
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 3
Putnam Fund For Growth & Income 3
Aries Wealth Management 3
Copperwynd Financial, LLC 3
Freedom Day Solutions, LLC 3
Buckley Wealth Management, LLC 3
Keystone Financial Group 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
Stansberry Asset Management, Llc 3
BancorpSouth Bank 3
North Fourth Asset Management, LP 3
180 Wealth Advisors, Llc 3
Kiley Juergens Wealth Management, Llc 3
Bell Asset Management Ltd 3
Premia Global Advisors, Llc 3
G&S Capital LLC 3
MainStreet Investment Advisors LLC 3
SYM FINANCIAL Corp 3
E Six Thirteen, Llc 3
OmniStar Financial Group, Inc. 3
Factorial Partners, Llc 3
F3Logic, LLC 3
Fs Credit Income Fund 3
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 3
Pathway Financial Advisors LLC 3
Cynosure Advisors, Llc 3
Schwab Charitable Fund 3
Brand Asset Management Group, Inc. 3
JGP Wealth Management, LLC 3
Andesa Financial Management Inc. 3
Asset Advisors Investment Management, LLC 3
Kays Financial Advisory Corp /adv 3
Virginia National Bank 3
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 3
Lavaca Capital Llc 3
Legacy Bridge, LLC 3
Hayden Royal, Llc 3
Hardy Reed LLC 3
Syquant Capital Sas 3
Dougherty Wealth Advisers LLC 3
Sargent Investment Group, LLC 3
Paradigm Financial Partners, Llc 3
MBM Wealth Consultants, LLC 3
Sandbar Asset Management LLP 3
ERTS Wealth Advisors, LLC 3
StackLine Partners LP 3
Hoover Financial Advisors, Inc. 3
London & Capital Asset Management Ltd 3
Outlook Wealth Advisors, LLC 3
Nalls Sherbakoff Group, Llc 3
Guidance Point Advisors, LLC 3
Yaupon Capital Management LP 3
Western Wealth Management, LLC 3
Cypress Capital, LLC 3
Albar Capital Ltd 3
Peachtree Investment Partners, LLC 3
Quilter Plc 3
Garrett Wealth Advisory Group, LLC 3
KG&L Capital Management,LLC 3
Bmt Investment Advisors 3
Aegon Asset Management Uk Plc 3
Sage Rhino Capital Llc 3
TAP Consulting, LLC 3
Wesleyan Assurance Society 3
JBJ Investment Partners, LLC 3
First National Corp /ma/ /adv 3
Employers Holdings, Inc. 3
Enterprise Trust & Investment Co 3
Schroder Capital Funds (delaware) 3
Managed High Yield Plus Fund Inc 3
Stonehage Fleming (uk) Ltd 3
Stratton Mid Cap Value Fund, Inc. 3
Db-x Exchange-traded Funds Inc. 3
Ambassador Advisors, LLC 3
Ilmarinen Mutual Pension Insurance Co 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 3
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 3
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y 3
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 3
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 3
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 3
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 3
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 3
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 3
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 3
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 3
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 3
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 3
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 3
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 3
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 3
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 3
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 3
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 3
Jnl Series Trust - Jnl/crescent High Income Fund (a) 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 3
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 3
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 3
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 3
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class 3
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class 3
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 3
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 3
HOVLX - HOMESTEAD FUNDS INC - Value Fund 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 3
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 3
Advanced Series Trust - Ast International Value Portfolio 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 3
PACIFIC SELECT FUND - Core Income Portfolio Class I 3
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 3
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 3
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 3
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 3
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 3
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 3
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 3
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 3
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 3
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 3
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 3
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 3
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 3
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 3
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 3
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 3
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 3
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 3
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 3
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 3
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 3
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 3
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 3
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 3
GATEX - Gateway Trust - Gateway Fund Class A Shares 3
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 3
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 3
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 3
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 3
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 3
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 3
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 3
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 3
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 3
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 3
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 3
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 3
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 3
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 3
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 3
XME - SPDR SERIES TRUST - SPDR(R) S&P(R) Metals & Mining ETF 3
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF 3
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF 3
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 3
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 3
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 3
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 3
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 3
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 3
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 3
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 3
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 3
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 3
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class 3
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 3
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 3
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 3
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 3
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 3
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 3
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 3
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 3
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 3
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 3
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 3
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 3
Securian Funds Trust - SFT T. Rowe Price Value Fund 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 3
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 3
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 3
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 3
JOPSX - Advisers Investment Trust - JOHCM International Opportunities Fund Institutional Shares 3
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 3
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 3
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 3
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 3
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 3
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 3
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 3
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 3
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 3
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF 3
EXI - iSHARES TRUST - iShares Global Industrials ETF 3
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 3
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 3
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 3
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 3
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 3
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 3
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 3
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 3
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 3
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 3
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 3
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 3
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 3
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 3
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 3
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 3
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 3
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 3
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 3
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 3
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 3
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 3
SLX - VanEck Vectors ETF Trust - VanEck Vectors Steel ETF 3
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 3
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 3
ULTRA SERIES FUND - Large Cap Growth Fund Class I 3
ULTRA SERIES FUND - Diversified Income Fund Class I 3
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 3
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 3
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 3
VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A 3
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 3
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 3
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 3
Profunds - Profund Vp Technology 3
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 3
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 3
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 3
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 3
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 3
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund 3
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 3
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 3
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 3
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 3
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 3
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 3
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 3
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 3
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 3
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 3
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 3
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 3
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 3
NWGPX - NATIONWIDE MUTUAL FUNDS - Nationwide WCM Focused Small Cap Fund Class A 3
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 3
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 3
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 3
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 3
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 3
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 3
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 3
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 3
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 3
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 3
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
FJSCX - FIDELITY INVESTMENT TRUST - Fidelity Japan Smaller Companies Fund 3
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 3
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 3
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 3
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 3
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 3
HSOVX - HARBOR FUNDS - Harbor Small Cap Value Opportunities Fund Institutional Class 3
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 3
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 3
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 3
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF 3
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 3
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 3
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 3
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 3
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 3
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 3
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 3
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 3
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 3
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 3
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 3
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 3
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 3
DVY - iSHARES TRUST - iShares Select Dividend ETF 3
HDV - iSHARES TRUST - iShares Core High Dividend ETF 3
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 3
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 3
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund 3
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 3
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 3
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares 3
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 3
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 3
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 3
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 3
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 3
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 3
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 3
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 3
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 3
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 3
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 3
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 3
TEPIX - Profunds - Technology Ultrasector Profund Investor Class 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 3
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 3
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 3
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 3
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 3
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 3
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 3
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 3
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 3
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 3
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 3
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 3
Modus Advisors, LLC 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
Compass Ion Advisors, LLC 3
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 3
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 3
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 3
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 3
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 3
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 3
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 3
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 3
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 3
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 3
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 3
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 3
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 3
AlphaCore Capital LLC 3
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio 3
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 3
Birch Capital Management, LLC 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
CXI Advisors 3
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 3
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 3
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 3
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 3
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 3
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 3
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 3
VCIEX - VALIC Co I - International Equities Index Fund 3
VSSVX - VALIC Co I - Small Cap Special Values Fund 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 3
ROM - PROSHARES TRUST - ProShares Ultra Technology 3
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 3
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 3
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 3
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 3
VASMX - VALIC Co II - Small Cap Growth Fund 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 3
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 3
JIHDX - John Hancock Funds II - High Yield Fund Class 1 3
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 3
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 3
AMCPX - AMCAP FUND - AMCAP FUND Class A 3
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 3
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 3
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 3
PICK - iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF 3
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 3
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 3
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF 3
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 3
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 3
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 3
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 3
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund 3
Provident Wealth Management, LLC 3
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 3
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 3
Tobias Financial Advisors, Inc. 3
Steel Peak Wealth Management LLC 3
Tatro Capital, LLC 3
Lord Abbett Credit Opportunities Fund 3
Rowland Carmichael Advisors Inc /adv 3
Stokes Family Office, LLC 3
Camden Capital, LLC 3
Adams Wealth Management 3
Okabena Investment Services Inc 3
Marcum Wealth, LLC 3
Parcion Private Wealth LLC 3
Game Plan Financial Advisors, LLC 3
Capital Wealth Alliance, LLC 3
Investment Research & Advisory Group, Inc. 3
Sound Financial Strategies Group, LLC 3
Hyperion Capital Advisors LP 3
Wishbone Management, LP 3
Bellevue Asset Management, Llc 3
Core Wealth Advisors, Inc. 3
Heron Financial Group, Llc 3
Blueprint Investment Partners LLC 3
Bayberry Capital Partners LP 3
Haafor (Singapore) Pte. Ltd. 3
South Plains Financial, Inc. 3
Resonant Capital Advisors, LLC 3
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 3
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 3
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 3
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 3
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 3
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 3
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3
Graypoint LLC 3
Select Equity Group Inc 3
Endex Capital Management Llc 3
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares 3
Veracity Capital LLC 3
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 3
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 3
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 3
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 3
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 3
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 3
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 3
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 3
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 3
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 3
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 3
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 3
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 3
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 3
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 3
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 3
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 3
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 3
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 3
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 3
Canandaigua National Corp 3
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares 3
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 3
L1 Capital Pty Ltd 3
WFA of San Diego, LLC 3
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
Missouri Valley Partners, Inc. 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 3
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
Bel Air Investment Advisors Llc 3
Genworth Financial Inc 3
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 3
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 3
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 3
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 3
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 3
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 3
Tennessee Valley Asset Management Partners 3
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 3
Amiral Gestion 3
Jeppson Wealth Management, Llc 3
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 3
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 3
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 3
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 3
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 3
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 3
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 3
Journey Advisory Group, LLC 3
Johnson Midwest Financial, LLC 3
Kinloch Capital, LLC 3
Murchinson Ltd. 3
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 3
Clear Perspectives Financial Planning, LLC 3
West Financial Advisors, LLC 3
Peak Financial Advisors Llc 3
R.P. Boggs & Co. 3
Stableford Capital Ii Llc 3
DCM Advisors, LLC 3
Mizuho Markets Americas Llc 3
Kesler, Norman & Wride, LLC 3
Cypress Point Wealth Management, LLC 3
Symmetry Investments LP 3
Leverage Partners Absolute Return Fund SPC 3
OneAscent Wealth Management LLC 3
Mitchell & Pahl Private Wealth, Llc 3
Cerro Pacific Wealth Advisors LLC 3
Cannon Global Investment Management, LLC 3
Humankind Investments LLC 3
Cartenna Capital, LP 3
Sax Wealth Advisors, Llc 3
Mcdonald Partners Llc 3
Resolute Advisors LLC 3
True Link Financial Advisors, LLC 3
Sittner & Nelson, Llc 3
Clarus Group, Inc. 3
Ritter Daniher Financial Advisory, Llc 3
EVR Research LP 3
Heron Bay Capital Management 3
InterOcean Capital Group, LLC 3
59 North Capital Management, LP 3
Merewether Investment Management, LP 3
HN Saltoro Capital, LP 3
Freedman Financial Associates, Inc. 3
Safeguard Investment Advisory Group, LLC 3
VELA Funds - VELA Small Cap Fund Class I 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
Main Street Financial Solutions, LLC 3
Patron Partners Advisors, Llc 3
Encompass Wealth Advisors, Llc 3
Tru Independence Asset Management 2, Llc 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 3
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 3
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 3
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 3
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
Mayflower Financial Advisors, LLC 3
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 3
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 3
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class 3
Hudson Portfolio Management LLC 3
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund 3
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I 3
NB Crossroads Private Markets Access Fund LLC 3
Invst, LLC 3
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
Soviero Asset Management, LP 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
AQWA - Global X Funds - Global X Clean Water ETF 3
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
JTC Employer Solutions Trusteee Ltd 3
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 3
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 3
JNL SERIES TRUST - JNL Bond Index Fund (I) 3
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
Rpo Llc 3
CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF 3
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 3
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 3
First Affirmative Financial Network 3
Herold Advisors, Inc. 3
EMG Holdings, L.P. 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
Thornburg Income Builder Opportunities Trust 3
STFGX - Advisers Investment Trust - State Farm Growth Fund 3
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 3
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 3
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 3
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 3
LRT Capital Management, LLC 3
Kolinsky Wealth Management, LLC 3
AMH Equity Ltd 3
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 3
Andrew Hill Investment Advisors, Inc. 3
Cottonwood Capital Advisors, Llc 3
Widmann Financial Services, Inc. 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 3
Perfromance Wealth Partners, LLC 3
Fsb Premier Wealth Management, Inc. 3
Sandy Cove Advisors, LLC 3
GraniteShares Advisors LLC 3
Retirement Planning Co of New England, Inc. 3
Covea Finance 3
Enhancing Capital LLC 3
Bancreek Capital Management, LP 3
Privium Fund Management B.V. 3
Aquila Investment Management LLC 3
Sonen Capital LLC 3
Norwood Investment Partners, LP 3
Paralel Advisors LLC 3
Pinnbrook Capital Management Lp 3
Integrity Capital Management (HK) Ltd 3
True North Advisors, LLC 3
Eschler Asset Management LLP 3
Manhattan West Asset Management, LLC 3
Wulff, Hansen & Co. 3
Thrive Wealth Management, LLC 3
Sender Co & Partners, Inc. 3
Phase 2 Partners, LLC 3
Divisadero Street Capital Management, LP 3
Graham Capital Wealth Management, Llc 3
West Michigan Advisors, Llc 3
First Community Trust Na 3
Benchmark Investment Advisors LLC 3
Rinkey Investments 3
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 3
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 3
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 3
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 3
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 3
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 3
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 3
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 3
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 3
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 3
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 3
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 3
MNM - Direxion Shares ETF Trust - Direxion Daily Metal Miners Bull 2X Shares 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 3
Safeguard Financial, LLC 3
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 3
Artemis Wealth Advisors, LLC 3
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 3
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 3
FSC Wealth Advisors, LLC 3
LGT Fund Management Co Ltd. 3
SILVER OAK SECURITIES, Inc 3
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 3
Worth Asset Management, LLC 3
Mechanics Financial Corp 3
Spartan Planning & Wealth Management 3
Hutchens & Kramer Investment Management Group, LLC 3
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 3
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 3
Quantum Private Wealth, LLC 3
Gabelli ETFs Trust - Gabelli Asset ETF 3
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C 3
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 3
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 3
Triasima Portfolio Management inc. 3
Tevis Investment Management 3
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
Ritter Daniher Financial Advisory LLC / DE 3
Azimuth Capital Investment Management LLC 3
Global Assets Advisory, LLC 3
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 3
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares 3
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 3
Mesirow Institutional Investment Management, Inc. 3
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 3
JDM Financial Group LLC 3
Praetorian PR LLC 3
Icon Wealth Advisors, LLC 3
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 3
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 3
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 3
Breakwater Capital Group 3
Olistico Wealth, LLC 3
New England Capital Financial Advisors LLC 3
B.O.S.S. Retirement Advisors, LLC 3
Team Hewins, LLC 3
Beacon Investment Advisors Llc 3
Argonautica Private Wealth Management, Inc 3
Eisler Capital (US) LLC 3
Garden State Investment Advisory Services LLC 3
Garda Capital Partners Lp 3
LMG Wealth Partners, LLC 3
Financial Freedom, LLC 3
Innovis Asset Management Llc 3
AlphaQ Advisors LLC 3
Compass Wealth Management LLC 3
Portman Square Capital LLP 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 3
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 3
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 3
Whitaker-Myers Wealth Managers, LTD. 3
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 3
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 3
Legacy Capital Group California, Inc. 3
Quintet Private Bank (Europe) S.A. 3
Ofi Invest Asset Management 3
Pine Valley Investments Ltd Liability Co 3
Lind Value II ApS 3
3Chopt Investment Partners, LLC 3
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 3
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
GAST - Gabelli ETFs Trust - Gabelli Automation ETF 3
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF 3
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 3
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 3
Northwest Bank & Trust Co 3
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 3
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 3
ECML - EA Series Trust - Euclidean Fundamental Value ETF 3
Strategic Financial Concepts, LLC 3
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 3
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 3
Rogco, Lp 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 3
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 3
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 3
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 3
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 3
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF 3
Premier Path Wealth Partners, LLC 3
Trueblood Wealth Management, LLC 3
Lewis Asset Management, LLC 3
Tritonpoint Wealth, Llc 3
Andina Capital Management, LLC 3
Signature Resources Capital Management, LLC 3
Access Investment Management LLC 3
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 3
Advantage Trust Co 3
Atlantic Edge Private Wealth Management, LLC 3
New Century Financial Group, LLC 3
Focus Financial Network Inc /adv 3
Pingora Partners LLC 3
Whalen Wealth Management Inc. 3
English Capital Management Llc 3
Quadcap Wealth Management, LLC 3
Vima Llc 3
Sivia Capital Partners, LLC 3
ENVRX - Advisers Investment Trust - Vontobel Global Environmental Change Fund Class I Shares 3
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 3
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 3
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 3
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 3
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 3
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 3
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 3
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF 3
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 3
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 3
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 3
International Private Wealth Advisors LLC 3
Mason Capital Fund Trust - Fundamentals First ETF 3
Trajan Wealth LLC 3
Clear Point Advisors Inc. 3
Sugar Maple Asset Management, LLC 3
Keynote Financial Services Llc 3
SRN Advisors, LLC 3
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 3
Bank & Trust Co 3
Fullcircle Wealth Llc 3
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 3
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 3
Brass Tax Wealth Management, Inc 3
Mirabaud Asset Management Ltd 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 3
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF 3
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 3
Kennebec Savings Bank 3
American Alpha Advisors, LLC 3
NIXT - EA Series Trust - Research Affiliates Deletions ETF 3
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 3
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 3
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 3
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 3
Bank of Jackson Hole Trust 3
Fedenia Advisers LLC 3
Centricity Wealth Management, LLC 3
Greykasell Wealth Strategies, Inc. 3
IMG Wealth Management, Inc. 3
VSM Wealth Advisory, LLC 3
Kiker Wealth Management, LLC 3
Murphy & Mullick Capital Management Corp 3
Tribune Investment Group LP 3
Bastion Asset Management Inc. 3
Sig Brokerage, Lp 3
Accredited Wealth Management, LLC 3
Measured Risk Portfolios, Inc. 3
Vega Investment Solutions 3
Parr Mcknight Wealth Management Group, Llc 3
Putney Financial Group LLC 3
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 3
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 3
LifeWealth Investments, LLC 3
Total Wealth Planning & Management, Inc. 3
SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 3
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
Copia Wealth Management 3
Mascagni Wealth Management, Inc. 3
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 3
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
TAX - EA Series Trust - Cambria Tax Aware ETF 3
Mb, Levis & Associates, Llc 3
Integrity Alliance, Llc. 3
OneAscent Investment Solutions LLC 3
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 3
VMAKX - Virtus Managed Account Completion Shares (MACS) Trust - Virtus Seix High Yield MACS 3
Militia Capital Partners, LP 3
Birchbrook, Inc. 3
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 3
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 3
Maseco Llp 3
Credential Qtrade Securities Inc. 3
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 3
Evelyn Partners Investment Management Services Ltd 3
Westerkirk Capital Inc. 3
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 3
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF 3