Wholesale Trade-non-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
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 81
UBS Group AG 78
Citadel Advisors Llc 76
Morgan Stanley 75
Proequities, Inc. 75
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 74
Wells Fargo & Company/mn 73
Bank Of America Corp /de/ 73
Jpmorgan Chase & Co 71
Royal Bank Of Canada 71
Susquehanna International Group, Llp 69
Deutsche Bank Ag\ 69
Citigroup Inc 68
Barclays Plc 66
Tower Research Capital LLC (TRC) 65
IFP Advisors, Inc 64
Goldman Sachs Group Inc 64
BlackRock, Inc. 62
Invesco Ltd. 61
Renaissance Technologies Llc 60
Ameriprise Financial Inc 60
Millennium Management Llc 60
Credit Suisse Ag/ 60
State Street Corp 60
Geode Capital Management, Llc 59
Bank of New York Mellon Corp 59
Bank Of Montreal /can/ 58
Fmr Llc 58
Jane Street Group, Llc 58
Bnp Paribas Arbitrage, Sa 57
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 56
Pnc Financial Services Group, Inc. 55
Northern Trust Corp 55
SG Americas Securities, LLC 54
Manufacturers Life Insurance Company, The 53
Prelude Capital Management, Llc 53
California Public Employees Retirement System 53
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 52
Vanguard Group Inc 52
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 52
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 52
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 51
Russell Investments Group, Ltd. 51
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 51
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 51
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 50
American International Group, Inc. 50
Creative Planning 50
Hrt Financial Lp 50
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 49
Advisor Group Holdings, Inc. 49
Acadian Asset Management Llc 49
Ladenburg Thalmann Financial Services Inc 49
Dimensional Fund Advisors Lp 48
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 48
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 48
Sei Investments Co 47
Captrust Financial Advisors 47
Nomura Holdings Inc 47
BlackRock Fund Advisors 47
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 47
Victory Capital Management Inc 47
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 46
Allianz Asset Management GmbH 46
Walleye Trading LLC 46
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 46
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 46
First Trust Advisors Lp 46
Advisor Group, Inc. 46
Jefferies Group LLC 45
Gsa Capital Partners Llp 45
New York State Common Retirement Fund 45
Ubs Ag 45
Charles Schwab Investment Management Inc 45
Alliancebernstein L.p. 45
BlackRock Investment Management, LLC 45
Marshall Wace, Llp 44
Us Bancorp \de\ 44
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 44
Wellington Management Group Llp 44
Simplex Trading, Llc 44
BlackRock Institutional Trust Company, N.A. 44
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 44
Metropolitan Life Insurance Co/ny 44
Cwm, Llc 44
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 44
D. E. Shaw & Co., Inc. 44
Parallax Volatility Advisers, L.P. 43
Nuveen Asset Management, LLC 43
Aqr Capital Management Llc 43
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 43
Rhumbline Advisers 43
Bridgeway Capital Management Inc 43
Panagora Asset Management Inc 43
Ameritas Investment Partners, Inc. 43
Two Sigma Investments, Lp 43
Pacer Advisors, Inc. 43
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 42
Raymond James & Associates 42
Northwestern Mutual Wealth Management Co 42
Strs Ohio 42
Legal & General Group Plc 42
Virtu Financial LLC 42
Squarepoint Ops LLC 42
Group One Trading, L.p. 42
Two Sigma Advisers, Lp 42
Lazard Asset Management Llc 41
Advisory Services Network, LLC 41
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 41
Glenmede Trust Co Na 41
American Century Companies Inc 41
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 41
Bessemer Group Inc 41
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 41
Federated Hermes, Inc. 41
Price T Rowe Associates Inc /md/ 41
Kcg Holdings, Inc. 41
Fifth Third Bancorp 41
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 41
Parametric Portfolio Associates Llc 41
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 41
Arrowstreet Capital, Limited Partnership 41
Parkside Financial Bank & Trust 40
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 40
Cubist Systematic Strategies, LLC 40
California State Teachers Retirement System 40
Envestnet Asset Management Inc 40
Cutler Group LP 40
Wolverine Trading, Llc 40
Teacher Retirement System Of Texas 40
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 40
NOSGX - Northern Funds - Northern Small Cap Value Fund 40
Wolverine Asset Management Llc 40
Ubs Asset Management Americas Inc 40
Russell Frank Co/ 40
Macquarie Group Ltd 40
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 40
Stifel Financial Corp 40
Principal Funds Inc 40
Tiaa Cref Investment Management Llc 39
Prudential Financial Inc 39
Comerica Bank 39
Nationwide Fund Advisors 39
Two Sigma Securities, Llc 39
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 39
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 39
Public Employees Retirement System Of Ohio 39
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 39
Guggenheim Capital Llc 39
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 39
Voya Investment Management Llc 39
Huntington National Bank 39
Thrivent Financial For Lutherans 39
BlackRock Advisors LLC 39
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 39
O'shaughnessy Asset Management, Llc 39
Teachers Advisors, Llc 39
ProShare Advisors LLC 39
MetLife Securities, Inc 39
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 39
Zurcher Kantonalbank (Zurich Cantonalbank) 39
Balyasny Asset Management Llc 39
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 38
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 38
Verition Fund Management LLC 38
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 38
Los Angeles Capital Management Llc 38
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 38
BlackRock Group LTD 38
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 38
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 38
Oxford Asset Management Llp 38
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 38
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 38
Ancora Advisors, LLC 38
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 38
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 38
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 38
Putnam Investments Llc 38
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 37
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 37
First Horizon Advisors, Inc. 37
State Board Of Administration Of Florida Retirement System 37
Swiss National Bank 37
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 37
Marshall Wace North America L.P. 37
State of Tennessee, Treasury Department 37
Quadrant Capital Group Llc 37
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 37
Toronto Dominion Bank 37
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 37
GWM Advisors LLC 37
Great West Life Assurance Co /can/ 37
Walleye Capital LLC 37
Acrospire Investment Management LLC 37
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 37
Principal Financial Group Inc 37
HighTower Advisors, LLC 37
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 37
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 37
MetLife Investment Management, LLC 36
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 36
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 36
Highbridge Capital Management Llc 36
XTX Topco Ltd 36
D.a. Davidson & Co. 36
Vanguard Index Funds 36
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 36
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 36
Amalgamated Bank 36
Signaturefd, Llc 36
Paloma Partners Management Co 36
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 36
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 36
PDT Partners, LLC 36
Meeder Asset Management Inc 36
TCI Wealth Advisors, Inc. 36
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 36
BlueCrest Capital Management Ltd 36
Schonfeld Strategic Advisors LLC 36
Norges Bank 36
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 36
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 35
Man Group plc 35
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 35
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 35
Arizona State Retirement System 35
Hutchin Hill Capital, LP 35
New York State Teachers Retirement System 35
Franklin Resources Inc 35
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 35
Parallel Advisors, LLC 35
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 35
Raymond James Financial Services Advisors, Inc. 35
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 35
Aperio Group, LLC 35
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 35
Tudor Investment Corp Et Al 35
Nisa Investment Advisors, Llc 35
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 35
Capstone Investment Advisors, Llc 35
Mackay Shields Llc 35
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 35
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 35
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 35
Qube Research & Technologies Ltd 35
LPL Financial LLC 35
Oppenheimer Funds Inc 35
Schroder Investment Management Group 35
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 34
Public Sector Pension Investment Board 34
State Farm Variable Product Trust 34
Engineers Gate Manager LP 34
A.R.T. Advisors, LLC 34
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 34
Jacobs Levy Equity Management, Inc 34
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 34
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 34
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 34
Martingale Asset Management L P 34
Janus Henderson Group Plc 34
Brandywine Global Investment Management, LLC 34
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 34
Steward Partners Investment Advisory, Llc 34
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 34
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 34
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 34
State Farm Mutual Fund Trust 34
Quantbot Technologies LP 34
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 34
PEAK6 Investments LLC 34
Hsbc Holdings Plc 33
Winton Capital Group Ltd 33
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 33
Massmutual Trust Co Fsb/adv 33
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 33
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 33
KBC Group NV 33
M&t Bank Corp 33
PEAK6 Investments, L.P. 33
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 33
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 33
Teachers Retirement System Of The State Of Kentucky 33
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 33
Truist Financial Corp 33
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 33
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 33
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 33
Neuberger Berman Group LLC 33
Boothbay Fund Management, Llc 33
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 33
Dynamic Technology Lab Private Ltd 33
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 33
Piedmont Investment Advisors Llc 33
Hudson Bay Capital Management LP 33
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 33
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 33
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 33
Magnetar Financial LLC 33
Algert Global Llc 33
Axa S.a. 33
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 32
VDAFX - VALIC Co I - Dynamic Allocation Fund 32
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 32
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 32
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 32
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 32
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 32
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 32
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 32
Blair William & Co/il 32
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 32
Connor, Clark & Lunn Investment Management Ltd. 32
Tfs Capital Llc 32
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 32
Emerald Acquisition Ltd. 32
Susquehanna Fundamental Investments, Llc 32
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 32
Public Employees Retirement Association Of Colorado 32
Ergoteles LLC 32
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 32
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 32
Point72 Asset Management, L.P. 32
Rockefeller Capital Management L.P. 32
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 32
Jump Financial, LLC 32
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 32
IWV - iSHARES TRUST - iShares Russell 3000 ETF 32
PineBridge Investments, L.P. 32
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 32
Gotham Asset Management, LLC 32
Canada Pension Plan Investment Board 32
Sterling Capital Management LLC 32
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 32
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 32
Loomis Sayles & Co L P 31
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 31
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 31
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 31
ExodusPoint Capital Management, LP 31
Oregon Public Employees Retirement Fund 31
Ground Swell Capital, LLC 31
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 31
Eaton Vance Management 31
Federation des caisses Desjardins du Quebec 31
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 31
Wealthspire Advisors, L.P. 31
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 31
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 31
Raymond James Financial Inc 31
Ellington Management Group Llc 31
Lsv Asset Management 31
MUFG Americas Holdings Corp 31
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 31
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 31
State Of Wisconsin Investment Board 31
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 31
Cornerstone Capital Management Holdings Llc. 31
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 31
Allspring Global Investments Holdings, LLC 31
Trexquant Investment LP 31
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 31
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 31
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 31
Vanguard World Fund 31
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 31
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 31
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 31
Tfs Capital Investment Trust 31
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 30
Stone Ridge Asset Management LLC 30
Mutual Of America Capital Management Llc 30
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 30
Oppenheimer Etf Trust 30
Versant Capital Management, Inc 30
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 30
NEXT Financial Group, Inc 30
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 30
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 30
Lord, Abbett & Co. Llc 30
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 30
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 30
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 30
Alberta Investment Management Corp 30
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 30
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 30
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 30
Covestor Ltd 30
EverSource Wealth Advisors, LLC 30
Mason Street Advisors, Llc 30
Harbour Investments, Inc. 30
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 30
State of Alaska, Department of Revenue 30
QS Investors, LLC 30
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 30
CENTRAL TRUST Co 30
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 30
PENN SERIES FUNDS INC - International Equity Fund 30
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 30
Mirae Asset Global Investments Co., Ltd. 30
Laurion Capital Management LP 30
WFG Advisors, LP 30
Texas Permanent School Fund 30
Campbell & CO Investment Adviser LLC 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 30
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 30
Allworth Financial LP 30
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 29
BNP Paribas Asset Management Holding S.A. 29
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 29
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 29
Geneos Wealth Management Inc. 29
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 29
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 29
First Quadrant L P/ca 29
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 29
Janney Montgomery Scott LLC 29
Hillsdale Investment Management Inc. 29
Spire Wealth Management 29
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 29
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 29
Centiva Capital, LP 29
Boston Partners 29
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 29
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 29
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 29
Natixis 29
Virginia Retirement Systems Et Al 29
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 29
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 29
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 29
Hbk Investments L P 29
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 29
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 29
CIBC Private Wealth Group, LLC 29
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 29
Assetmark, Inc 29
Polar Asset Management Partners Inc. 29
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 29
Vantagepoint Funds 29
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 29
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 29
Bogle Investment Management L P /de/ 29
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 29
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 29
Credit Agricole S A 29
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 28
Nomura Asset Management Co Ltd 28
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 28
Jones Financial Companies Lllp 28
James Investment Research Inc 28
Spark Investment Management LLC 28
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 28
Commonwealth Bank Of Australia 28
American Portfolios Advisors 28
Point72 Hong Kong Ltd 28
ClariVest Asset Management LLC 28
Louisiana State Employees Retirement System 28
NumerixS Investment Technologies Inc 28
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 28
Regions Financial Corp 28
Benjamin F. Edwards & Company, Inc. 28
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 28
VTL Associates, LLC 28
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 28
SBI Securities Co., Ltd. 28
Globeflex Capital L P 28
Glassman Wealth Services 28
Mackenzie Financial Corp 28
Proficio Capital Partners LLC 28
Commonwealth Equity Services, Llc 28
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 28
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 28
Nordea Investment Management Ab 28
College Retirement Equities Fund 28
Cornercap Investment Counsel Inc 28
RidgeWorth Capital Management LLC 28
Voloridge Investment Management, Llc 28
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 28
Advisors Asset Management, Inc. 28
Municipal Employees' Retirement System of Michigan 28
Keybank National Association/oh 28
Css Llc/il 28
Numeric Investors Llc 28
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 28
BlackRock Japan Co. Ltd 28
Landscape Capital Management, L.l.c. 28
Chicago Equity Partners Llc 27
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 27
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 27
National Asset Management, Inc. 27
Farther Finance Advisors, LLC 27
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 27
Advisory Research Inc 27
Tiaa-cref Funds 27
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 27
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 27
GIMFX - GMO TRUST - GMO Implementation Fund 27
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 27
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 27
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 27
Dupont Capital Management Corp 27
Quantamental Technologies LLC 27
Global Retirement Partners, LLC 27
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 27
Ubs Oconnor Llc 27
Healthcare Of Ontario Pension Plan Trust Fund 27
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 27
Private Capital Group, LLC 27
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 27
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 27
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 27
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 27
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 27
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 27
Fisher Asset Management, LLC 27
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 27
Private Advisor Group, LLC 27
Quadrature Capital Ltd 27
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 27
Dark Forest Capital Management Lp 27
Lindbrook Capital, Llc 27
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 27
LS Investment Advisors, LLC 27
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 27
Ronald Blue Trust, Inc. 26
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 26
MAI Capital Management 26
Mariner, LLC 26
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 26
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 26
Amundi Pioneer Asset Management Inc 26
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 26
Managed Account Advisors Llc 26
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 26
Cnh Partners Llc 26
Cambridge Investment Research Advisors, Inc. 26
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 26
Royce & Associates Lp 26
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 26
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 26
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 26
Private Trust Co Na 26
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 26
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 26
Amalgamated Financial Corp. 26
FNY Investment Advisers, LLC 26
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 26
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 26
Exchange Traded Concepts, Llc 26
State of New Jersey Common Pension Fund D 26
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 26
National Bank Of Canada /fi/ 26
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 26
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 26
Whittier Trust Co 26
IndexIQ Advisors LLC 26
Ajo, Lp 26
Zacks Investment Management 26
Suntrust Banks Inc 25
Grantham, Mayo, Van Otterloo & Co. LLC 25
Hantz Financial Services, Inc. 25
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 25
Umb Bank N A/mo 25
Td Asset Management Inc 25
United Services Automobile Association 25
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 25
Ellevest, Inc. 25
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 25
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 25
Natixis Advisors, L.p. 25
State of Wyoming 25
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 25
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 25
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 25
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 25
Vident Investment Advisory, LLC 25
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 25
NSIDX - Northern Funds - Northern Small Cap Index Fund 25
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 25
FineMark National Bank & Trust 25
QCVAX - Clearwater Investment Trust - Clearwater International Fund 25
AdvisorNet Financial, Inc 25
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 25
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 25
Amundi 25
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 25
Occudo Quantitative Strategies Lp 25
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 25
Y-Intercept (Hong Kong) Ltd 25
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 25
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 25
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 25
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 25
GAM Holding AG 25
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 25
GAMMA Investing LLC 25
Smithfield Trust Co 25
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 25
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 25
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 25
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 25
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 25
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 25
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 25
Riverhead Capital Management Llc 25
Shell Asset Management Co 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 25
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 25
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 25
IWM - iSHARES TRUST - iShares Russell 2000 ETF 25
FNY Managed Accounts LLC 25
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 25
Alpine Global Management, LLC 25
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 25
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 25
Aigen Investment Management, Lp 25
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 25
CIBC Asset Management Inc 25
Brown Brothers Harriman & Co 25
Gemmer Asset Management LLC 25
Quantinno Capital Management LP 25
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 24
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 24
Sutton Wealth Advisors Inc. 24
Nuveen, LLC 24
Cerity Partners LLC 24
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 24
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 24
Plante Moran Financial Advisors, LLC 24
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 24
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 24
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 24
Fuller & Thaler Asset Management, Inc. 24
Corebridge Financial, Inc. 24
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 24
Profund Advisors Llc 24
Sofos Investments, Inc. 24
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 24
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 24
SRS Capital Advisors, Inc. 24
DekaBank Deutsche Girozentrale 24
Spot Trading L.L.C 24
PENN SERIES FUNDS INC - Small Cap Index Fund 24
Driehaus Capital Management Llc 24
Sonora Investment Management, LLC 24
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 24
First Republic Investment Management, Inc. 24
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 24
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 24
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 24
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 24
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 24
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 24
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 24
VCSLX - VALIC Co I - Small Cap Index Fund 24
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 24
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 24
First Manhattan Co 24
Assured Investment Management LLC 24
Yousif Capital Management, Llc 24
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 24
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 24
Graham Capital Management, L.P. 24
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 24
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 24
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 24
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 24
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 24
Asset Management One Co., Ltd. 24
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 24
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 24
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 24
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 24
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 24
Assenagon Asset Management S.A. 24
Catalyst Capital Advisors LLC 24
Rehmann Capital Advisory Group 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 24
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 24
Airain ltd 24
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 24
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 24
Larson Financial Group LLC 24
Oppenheimer Asset Management Inc. 24
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 24
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 23
Csenge Advisory Group 23
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 23
Capital Performance Advisors Llp 23
Bailard, Inc. 23
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 23
Clear Street Markets Llc 23
AMP Capital Investors Ltd 23
Gabelli Funds Llc 23
CenterStar Fund, LLC 23
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 23
Thompson Siegel & Walmsley Llc 23
Ensign Peak Advisors, Inc 23
Atria Investments Llc 23
Massachusetts Financial Services Co /ma/ 23
North Star Investment Management Corp. 23
Barings Llc 23
GV Financial Advisors 23
Stevens Capital Management Lp 23
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 23
Orion Portfolio Solutions, LLC 23
Salem Investment Counselors Inc 23
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 23
Bank Of Nova Scotia 23
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 23
Profunds - Profund Vp Ultrasmall-cap 23
Hartford Investment Management Co 23
Profunds - Profund Vp Small-cap 23
Aquatic Capital Management LLC 23
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 23
Segall Bryant & Hamill, Llc 23
Sowell Financial Services LLC 23
First Hawaiian Bank 23
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 23
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 23
Point72 Middle East FZE 23
Police & Firemen's Retirement System of New Jersey 23
Smartleaf Asset Management LLC 23
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 23
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 23
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 23
Capital Fund Management S.a. 23
Karp Capital Management Corp 23
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 23
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 23
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 23
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 23
Vantage Consulting Group Inc 23
Guggenheim Active Allocation Fund 23
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 23
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 23
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 23
Calamos Advisors LLC 23
Wedge Capital Management L L P/nc 23
Maryland State Retirement & Pension System 23
Denali Advisors Llc 23
Hartford Mutual Funds Inc/ct 23
Empowered Funds, LLC 23
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 23
Farmers & Merchants Investments Inc 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 23
Robeco Institutional Asset Management B.V. 23
Seacrest Wealth Management, Llc 22
Caxton Associates Lp 22
Employees Retirement System of Texas 22
Alps Advisors Inc 22
Coldstream Capital Management Inc 22
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 22
Cibc World Markets Corp 22
Jfs Wealth Advisors, Llc 22
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 22
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 22
Daiwa Securities Group Inc. 22
Old Mutual Customised Solutions (proprietary) Ltd 22
Mitsubishi UFJ Trust & Banking Corp 22
Carroll Financial Associates, Inc. 22
New York Life Investment Management Llc 22
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 22
Deere & Co 22
Alambic Investment Management, L.P. 22
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 22
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 22
Skandinaviska Enskilda Banken AB (publ) 22
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 22
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 22
Clearbridge Investments, LLC 22
Rational Advisors Llc 22
HAP Trading, LLC 22
Wipfli Financial Advisors Llc, 22
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 22
Stephens Inc /ar/ 22
Convergence Investment Partners, LLC 22
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 22
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 22
Illinois Municipal Retirement Fund 22
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 22
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 22
Intech Investment Management Llc 22
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 22
Cresset Asset Management, LLC 22
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 22
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 22
C M Bidwell & Associates Ltd 22
OMERS ADMINISTRATION Corp 22
Fox Run Management, L.l.c. 22
Vanguard Horizon Funds 22
First Mercantile Trust Co 22
Enterprise Financial Services Corp 22
Old Mission Capital Llc 22
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 22
Great Lakes Advisors, Llc 22
Capital Advisors, Ltd. LLC 22
Berman Capital Advisors, LLC 22
Versor Investments LP 22
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 22
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 22
Claymore Exchange-traded Fund Trust 22
Kennedy Capital Management, Inc. 22
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 22
Irish Life Investment Managers Ltd. 22
Manchester Capital Management LLC 22
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 22
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 22
Belpointe Asset Management LLC 22
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 22
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 22
Point72 Asia (Singapore) Pte. Ltd. 22
Atom Investors LP 22
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 22
Bell Investment Advisors, Inc 22
SLPIX - Profunds - Small-cap Profund Investor Class 22
Nine Chapters Capital Management LLC 22
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 22
Aster Capital Management (DIFC) Ltd 22
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 22
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 21
Gamco Investors, Inc. Et Al 21
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 21
Howe & Rusling Inc 21
Boston Private Wealth Llc 21
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 21
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 21
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 21
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 21
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 21
Baird Financial Group, Inc. 21
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 21
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 21
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 21
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 21
Quest Partners LLC 21
Handelsbanken Fonder AB 21
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 21
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 21
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 21
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 21
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 21
Thompson Davis & Co., Inc. 21
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 21
Hancock Whitney Corp 21
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 21
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 21
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 21
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 21
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 21
SJS Investment Consulting Inc. 21
Synovus Financial Corp 21
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 21
Cetera Advisor Networks LLC 21
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 21
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 21
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 21
Rydex Etf Trust 21
Summit Global Investments 21
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 21
Point72 (DIFC) Ltd 21
Cornerstone Advisors, Inc. 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 21
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 21
AHIVX - American Century Investment Trust - High Income Fund Investor Class 21
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 21
Capstone Asset Management Co 21
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 21
EAM Investors, LLC 21
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 21
Rothschild Investment Llc 21
Brown Advisory Inc 21
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 21
Pathstone Family Office, Llc 21
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 21
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 21
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 21
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 21
Barrow Hanley Mewhinney & Strauss Llc 21
Jennison Associates Llc 21
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 21
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 21
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 21
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 21
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 21
Crossmark Global Holdings, Inc. 21
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 21
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 21
Profunds - Profund Vp Oil & Gas 21
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 21
Penserra Capital Management LLC 21
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 21
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 21
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 21
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 21
Skopos Labs, Inc. 21
BNP Paribas Investment Partners S.A. 21
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 21
Stratos Wealth Partners, LTD. 21
AHL Partners LLP 21
Bayesian Capital Management, LP 21
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 21
Advisors Preferred, LLC 20
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 20
Quarry LP 20
Blueshift Asset Management, LLC 20
People's United Financial, Inc. 20
Ameritas Investment Corp 20
Itau Unibanco Holding S.A. 20
Analytic Investors, LLC 20
Invictus RG 20
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 20
Vestcor Inc 20
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 20
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 20
Jefferies Financial Group Inc. 20
FORA Capital, LLC 20
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 20
Sunbelt Securities, Inc. 20
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 20
Money Concepts Capital Corp 20
Advanced Series Trust - Ast Small-cap Growth Portfolio 20
Symphony Asset Management Llc 20
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 20
Clinton Group Inc 20
Humankind Benefit Corp - Humankind US Stock ETF 20
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 20
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 20
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 20
Zebra Capital Management LLC 20
Palisade Capital Management Llc/nj 20
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 20
Holocene Advisors, LP 20
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 20
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 20
Foundry Partners, LLC 20
Twin Tree Management, LP 20
ETRADE Capital Management LLC 20
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 20
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 20
Bb&t Securities, Llc 20
Petrus Trust Company, LTA 20
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 20
Financial Gravity Companies, Inc. 20
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 20
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 20
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 20
Whitebox Advisors Llc 20
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 20
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 20
CIBC World Markets Inc. 20
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 20
JNBA Financial Advisors 20
SECOR Capital Advisors, LP 20
Evercore Wealth Management, LLC 20
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 20
Absolute Return Capital, LLC 20
Earnest Partners Llc 20
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 20
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 20
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 20
Tocqueville Asset Management L.p. 20
Tarbox Family Office, Inc. 20
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 20
LMR Partners LLP 20
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 20
Winslow, Evans & Crocker, Inc. 20
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 20
Alphacrest Capital Management Llc 20
BRYN MAWR TRUST Co 20
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 20
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 20
Ci Investments Inc. 20
Northern Trust Co Of Connecticut 20
Weld Capital Management Llc 20
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 19
Mason Street Advisors, Llc 19
Ontario Teachers Pension Plan Board 19
Systematic Financial Management Lp 19
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 19
Investors Research Corp 19
Twin Peaks Wealth Advisors, LLC 19
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 19
Guggenheim Strategic Opportunities Fund 19
Diversified Trust Co 19
Alpha Windward Llc 19
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 19
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 19
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 19
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 19
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 19
EntryPoint Capital, LLC 19
Vanguard Whitehall Funds 19
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 19
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 19
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 19
APG Asset Management N.V. 19
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 19
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 19
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 19
Glen Harbor Capital Management LLC 19
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 19
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 19
Sawtooth Solutions, LLC 19
Advent Capital Management /de/ 19
Sandy Spring Bank 19
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 19
Jane Street Holding, LLC 19
Caption Management, LLC 19
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 19
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 19
Catalyst Funds Management Pty Ltd 19
CWM Advisors, LLC 19
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 19
Bridgewater Associates, LP 19
Voya Prime Rate Trust 19
Summit Trail Advisors, Llc 19
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 19
Candriam Luxembourg S.C.A. 19
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 19
Whittier Trust Co Of Nevada Inc 19
Wealth Enhancement Advisory Services, Llc 19
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 19
Menta Capital Llc 19
Advanced Series Trust - Ast High Yield Portfolio 19
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 19
Navellier & Associates Inc 19
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 19
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 19
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 19
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 19
World Asset Management Inc 19
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 19
Commonwealth Equity Services, Inc 19
Eagle Asset Management Inc 19
Disciplined Investments, LLC 19
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 19
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 19
Sherbrooke Park Advisers Llc 19
Innealta Capital, Llc 19
Toroso Investments, LLC 19
Brevan Howard Capital Management LP 19
Americafirst Capital Management, Llc 19
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 19
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 19
Pinnacle Wealth Planning Services, Inc. 19
Hanseatic Management Services Inc 19
Paradigm Asset Management Co Llc 19
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 19
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 19
Elkfork Partners LLC 19
Veritable, L.P. 18
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 18
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 18
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 18
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 18
Private Wealth Management Group, LLC 18
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 18
USA Financial Portformulas Corp 18
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 18
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 18
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 18
We Are One Seven, LLC 18
Patriot Financial Group Insurance Agency, LLC 18
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 18
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 18
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 18
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 18
General Motors Investment Management Corp 18
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 18
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 18
CoreCap Advisors, LLC 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
SpiderRock Trading LLC 18
Westwood Holdings Group Inc 18
Klp Kapitalforvaltning As 18
IWC - iSHARES TRUST - iShares Micro-Cap ETF 18
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 18
Capital World Investors 18
Schubert & Co 18
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 18
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 18
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 18
Pictet Asset Management Ltd 18
NSGRX - Northern Funds - Northern Small Cap Core Fund 18
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 18
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 18
Quantitative Systematic Strategies LLC 18
Financial Architects, Inc 18
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 18
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 18
Aviva Plc 18
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 18
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 18
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 18
Usaa Etf Trust 18
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 18
Alyeska Investment Group, L.P. 18
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 18
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 18
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 18
United Capital Financial Advisers, Llc 18
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 18
Hemington Wealth Management 18
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 18
International Assets Investment Management, Llc 18
Cadence Capital Management Llc 18
Cetera Investment Advisers 18
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 18
Abound Wealth Management 18
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 18
IHT Wealth Management, LLC 18
Fortitude Family Office, LLC 18
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 18
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 18
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 18
Meadow Creek Investment Management LLC 18
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 18
Counterpoint Mutual Funds LLC 18
VCAAX - VALIC Co I - Asset Allocation Fund 18
Ing Groep Nv 18
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 18
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 18
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 18
NN Investment Partners Holdings N.V. 18
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 18
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 18
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 18
Principal Securities, Inc. 18
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 18
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 18
Forum Funds 18
National Planning Corp 18
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 18
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 18
Washington Trust Bank 18
Carlson Capital L P 18
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 18
South Dakota Investment Council 18
DRW Securities, LLC 18
Everence Capital Management Inc 17
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 17
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 17
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 17
Lucus Advisors Llc 17
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 17
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 17
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 17
Valeo Financial Advisors, LLC 17
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 17
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 17
Avion Wealth 17
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 17
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 17
Atlantic Trust, LLC 17
Securian Asset Management, Inc 17
Advanced Series Trust - Ast Small-cap Value Portfolio 17
Compagnie Lombard Odier SCmA 17
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 17
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 17
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 17
Ritholtz Wealth Management 17
Jpmorgan Trust Iii 17
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 17
True Wealth Design, LLC 17
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 17
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 17
Utah Retirement Systems 17
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 17
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 17
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 17
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 17
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 17
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 17
Lee Financial Co 17
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 17
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 17
Old Mutual Global Investors (UK) Ltd. 17
Northwestern Mutual Investment Management Company, Llc 17
Visium Asset Management, LP 17
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 17
Six Circles Trust - Six Circles Credit Opportunities Fund 17
Cordant, Inc. 17
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 17
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 17
Hexagon Capital Partners LLC 17
Mckinley Capital Management Llc /delaware 17
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 17
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 17
Johnson Financial Group, Inc. 17
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 17
Van Eck Associates Corp 17
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 17
Six Circles Trust - Six Circles Global Bond Fund 17
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 17
Valley National Advisers Inc 17
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 17
Princeton Alpha Management LP 17
Sageworth Trust Co 17
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 17
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 17
RBB FUND, INC. - Adara Smaller Companies Fund 17
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 17
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 17
First Citizens Bank & Trust Co 17
Boston Advisors Llc 17
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 17
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 17
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 17
Weiss Multi-Strategy Advisers LLC 17
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 17
Jupiter Asset Management Ltd 17
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 17
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 17
FDx Advisors, Inc. 17
Index Management Solutions, LLC 17
SAC Capital Advisors LP 17
EBI - RBB Fund Trust - Longview Advantage ETF 17
Nebula Research & Development LLC 17
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 17
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 17
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 17
Sumitomo Mitsui Trust Holdings, Inc. 17
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 17
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 17
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 17
Westpac Banking Corp 17
New England Securities Corp /MA/ 17
Bokf, Na 17
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 17
Venturi Wealth Management, LLC 17
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 17
Mercer Global Advisors Inc /adv 17
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 17
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 17
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 17
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 17
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 17
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 17
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 17
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 17
Hennessy Advisors Inc 17
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 17
Bowling Portfolio Management LLC 17
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 17
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 17
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 17
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 17
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 17
Steward Financial Group LLC 17
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 17
Flagship Harbor Advisors, Llc 16
Cipher Capital LP 16
Campbell Multi-strategy Trust 16
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 16
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 16
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 16
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 16
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 16
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 16
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 16
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 16
Asset Dedication, LLC 16
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 16
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 16
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 16
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 16
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 16
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 16
Sanctuary Wealth Advisors, LLC 16
Dorsey Wright & Associates 16
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 16
Cullen/frost Bankers, Inc. 16
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 16
Weiss Asset Management LP 16
Colony Group Llc 16
Pearl River Capital, LLC 16
FIL Ltd 16
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 16
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 16
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 16
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 16
Cambria Investment Management, L.P. 16
Segantii Capital Management Ltd 16
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 16
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 16
Picton Mahoney Asset Management 16
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 16
Reilly Financial Advisors, Llc 16
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 16
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 16
Royce Value Trust Inc 16
NOBOX - Northern Funds - Northern Bond Index Fund 16
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 16
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 16
Integrated Wealth Management 16
Universal- Beteiligungs- und Servicegesellschaft mbH 16
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 16
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 16
Centaurus Financial, Inc. 16
Trust Co Of Vermont 16
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 16
Global X Management CO LLC 16
TD Waterhouse Canada Inc. 16
Xact Kapitalforvaltning AB 16
Etf Managers Group, Llc 16
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 16
Bb&t Investment Services, Inc. 16
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 16
Avantax Planning Partners, Inc. 16
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 16
Element Capital Management Llc 16
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 16
Caitong International Asset Management Co., Ltd 16
Teza Capital Management LLC 16
MBOVX - M FUND INC - M Large Cap Value Fund 16
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 16
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 16
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 16
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 16
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 16
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 16
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 16
Corton Capital Inc. 16
Bridgefront Capital, LLC 16
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 16
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 16
Moors & Cabot, Inc. 16
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 16
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 16
Arden Investment Series Trust 16
Advantage Investment Management, Llc 16
Advanced Series Trust - Ast Advanced Strategies Portfolio 16
Pictet Asset Management Holding SA 16
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 16
Highland Capital Management, Llc 16
Commerce Bank 16
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 16
Tompkins Financial Corp 16
Guardian Wealth Advisors, LLC 16
DAVENPORT & Co LLC 16
Standard Life Aberdeen plc 16
CI Private Wealth, LLC 16
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 16
Fieldpoint Private Securities, LLC 16
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 16
Sciencast Management LP 16
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 16
Westport Resources Management Inc 16
Adage Capital Partners Gp, L.l.c. 16
Ethic Inc. 16
Legato Capital Management LLC 16
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 16
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 16
Pictet Asset Management Sa 16
Calvert Investment Management, Inc. 16
Twinbeech Capital Lp 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 16
Mml Investors Services, Llc 16
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 16
Eqis Capital Management, Inc. 16
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 16
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 16
Prospera Financial Services Inc 16
Fred Alger Management, Llc 15
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 15
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 15
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 15
Underlying Funds Trust 15
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 15
Lenox Wealth Advisors, LLC 15
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 15
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 15
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 15
Creative Financial Designs Inc /adv 15
Alliancebernstein Global High Income Fund Inc 15
Mount Yale Investment Advisors, LLC 15
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 15
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 15
Truvestments Capital Llc 15
Vident Advisory, LLC 15
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 15
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 15
Neuberger Berman High Yield Strategies Fund Inc. 15
Maverick Capital Ltd 15
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 15
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 15
Riverview Trust Co 15
Duality Advisers, Lp 15
Mendota Financial Group, LLC 15
Stephens Consulting, LLC 15
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 15
Blackrock Ltd Duration Income Trust 15
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 15
Blackrock Debt Strategies Fund, Inc. 15
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 15
Coastal Investment Advisors, Inc. 15
Fiera Capital Corp 15
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 15
Evoke Wealth, Llc 15
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 15
CPSIX - Unified Series Trust - Fci Bond Fund 15
Snowden Capital Advisors LLC 15
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 15
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 15
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 15
Icon Advisers Inc/co 15
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 15
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 15
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 15
Sargent Bickham Lagudis LLC 15
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 15
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 15
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 15
AE Wealth Management LLC 15
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 15
Seizert Capital Partners, Llc 15
Harvest Fund Management Co., Ltd 15
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 15
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 15
Quantitative Investment Management, LLC 15
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 15
Copeland Capital Management, LLC 15
Bartlett & Co. LLC 15
Wilmington Funds Management Corp 15
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 15
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 15
Smith Asset Management Group Lp 15
Cable Hill Partners, LLC 15
Sei Trust Co 15
Gradient Investments LLC 15
Water Island Capital Llc 15
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 15
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 15
FLDFX - Meeder Funds - BALANCED FUND Retail Class 15
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 15
Meridian Wealth Partners, LLC 15
Shelton Capital Management 15
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 15
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares 15
Pathstone Holdings, LLC 15
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 15
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 15
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 15
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 15
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 15
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 15
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 15
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 15
Zions Bancorporation 15
Parametrica Management Ltd 15
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 15
Timber Hill LLC 15
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 15
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 15
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 15
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 15
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 15
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 15
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 15
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 15
Cetera Advisors LLC 15
Moore Capital Management, Lp 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 15
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 15
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 15
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 15
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 15
Dean Investment Associates, Llc 15
Profunds - Profund Vp Small-cap Value 15
Seven Eight Capital, Lp 15
RBF Capital, LLC 15
Liberty Mutual Group Asset Management Inc. 15
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 15
I.g. Investment Management, Ltd. 15
Ionic Capital Management LLC 15
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 15
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 15
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 15
Livforsakringsbolaget Skandia, Omsesidigt 15
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 15
Koshinski Asset Management, Inc. 15
Oppenheimer & Co Inc 15
SVPIX - Profunds - Small-cap Value Profund Investor Class 15
MUFG Securities EMEA plc 15
Capital One, National Association 15
Hussman Strategic Advisors, Inc. 15
RSSL - Global X Funds - Global X Russell 2000 ETF 15
State Of Michigan Retirement System 15
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 15
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 15
Retirement Systems of Alabama 15
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 15
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 15
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 15
Wasatch Advisors Inc 14
Quent Capital, LLC 14
MQS Management LLC 14
Motco 14
Jacobi Capital Management LLC 14
Geneva Advisors, LLC 14
GHP Investment Advisors, Inc. 14
Independent Portfolio Consultants, Inc. 14
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 14
First Horizon Corp 14
AdvisorShares Investments LLC 14
GABELLI & Co INVESTMENT ADVISERS, INC. 14
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 14
CenterBook Partners LP 14
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 14
AGF Investments LLC 14
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 14
Raymond James Trust N.a. 14
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 14
Harbor Capital Advisors, Inc. 14
Trustcore Financial Services, Llc 14
Hartland & Co., LLC 14
Bryn Mawr Capital Management Inc 14
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 14
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 14
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 14
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 14
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 14
Kestra Advisory Services, LLC 14
GLG Partners LP 14
SG3 Management, LLC 14
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 14
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 14
Maven Securities LTD 14
Winton Diversified Opportunities Fund 14
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 14
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) 14
MML Series Investment Fund II - MML Equity Rotation Fund Class II 14
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 14
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 14
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 14
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 14
Tfo-tdc, Llc 14
FourThought Financial, LLC 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 14
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 14
Delpha Capital Management, Llc 14
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 14
Bogart Wealth, LLC 14
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 14
Highlander Capital Management, LLC 14
Veriti Management LLC 14
NewSquare Capital LLC 14
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 14
Sound Income Strategies, LLC 14
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 14
Resources Investment Advisors, LLC. 14
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 14
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 14
Tyers Asset Management LLC 14
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 14
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 14
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 14
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 14
River Road Asset Management, LLC 14
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 14
Global X Funds 14
Cigna Investments Inc /new 14
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 14
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 14
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 14
Signet Financial Management, Llc 14
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 14
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 14
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 14
Regentatlantic Capital Llc 14
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 14
GW&K Investment Management, LLC 14
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 14
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 14
VCBDX - VALIC Co I - Core Bond Fund 14
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 14
Fort Washington Investment Advisors Inc /oh/ 14
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 14
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 14
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 14
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 14
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 14
Oberweis Asset Management Inc/ 14
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 14
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 14
Oaktree Capital Management Lp 14
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 14
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 14
Ieq Capital, Llc 14
Rafferty Asset Management, LLC 14
Granite Investment Partners, LLC 14
nVerses Capital, LLC 14
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 14
Financial Management Professionals, Inc. 14
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 14
Savant Capital, LLC 14
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 14
Trust For Advisor Solutions 14
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 14
Pine River Capital Management L.P. 14
Edge Wealth Management LLC 14
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 14
ORG Partners LLC 14
Edgestream Partners, L.P. 14
Gupta Wealth Management LLC 14
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 14
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 14
Lombard Odier Asset Management (USA) Corp 14
Keebeck Alpha, LP 14
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 14
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 14
Sculptor Capital LP 14
Sigma Planning Corp 14
Hotchkis & Wiley Capital Management Llc 14
Axq Capital, Lp 14
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 14
Placemark Investments, Inc. 14
Checchi Capital Advisers, LLC 14
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 14
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 14
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 14
Treasurer of the State of North Carolina 14
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 14
Turner Investments, L.p. 14
Janus Capital Management Llc 14
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 14
Woodline Partners LP 14
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 14
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 14
Arkadios Wealth Advisors 14
Blackrock Corporate High Yield Fund, Inc. 14
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 14
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 14
Eaton Vance Ltd Duration Income Fund 14
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 14
DiNuzzo Private Wealth, Inc. 14
Yorktown Management & Research Co Inc 14
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF 14
SOUTH STATE Corp 14
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 14
Hm Payson & Co 14
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 14
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 14
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 14
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 14
Calamos Global Dynamic Income Fund 13
Tlp Group Llc 13
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 13
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 13
San Francisco Sentry Investment Group (ca) 13
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 13
Pinnacle Summer Investments, Inc. 13
Rothschild Asset Management Inc 13
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 13
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 13
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 13
Lombard Odier Asset Management (Europe) Ltd 13
Baystate Wealth Management LLC 13
CSat Investment Advisory, L.P. 13
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 13
Archford Capital Strategies, LLC 13
Matarin Capital Management, LLC 13
Cinctive Capital Management LP 13
Parkworth Wealth Management, Inc. 13
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 13
VCGAX - VALIC Co I - Growth & Income Fund 13
Ropes Wealth Advisors Llc 13
New Mexico Educational Retirement Board 13
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 13
Santa Fe Partners LLC 13
Capula Management Ltd 13
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 13
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 13
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 13
Nicholas Investment Partners, LP 13
JustInvest LLC 13
Wealthfront Inc 13
Soros Fund Management Llc 13
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 13
Pitcairn Co 13
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 13
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 13
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 13
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 13
Qs Batterymarch Financial Management, Inc 13
Tortoise Investment Management, LLC 13
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 13
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 13
K2 Principal Fund, L.p. 13
Wedbush Securities Inc 13
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 13
Societe Generale 13
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 13
Wealthcare Advisory Partners LLC 13
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 13
Stonebridge Capital Advisors LLC 13
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 13
Parkwood LLC 13
Wunderlich Securities, Inc. 13
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 13
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 13
Erste Asset Management GmbH 13
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 13
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 13
Brookfield Asset Management Inc. 13
1832 Asset Management L.P. 13
Flinton Capital Management LLC 13
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 13
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 13
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 13
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 13
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 13
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 13
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 13
Independent Advisor Alliance 13
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 13
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 13
Inspire Advisors, LLC 13
Wbi Investments, Inc. 13
Neuburgh Advisers LLC 13
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 13
Vanguard Explorer Fund 13
Intrinsic Edge Capital Management LLC 13
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 13
William Blair Investment Management, Llc 13
Hilton Capital Management, LLC 13
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 13
Coppell Advisory Solutions LLC 13
Hollencrest Capital Management 13
King Luther Capital Management Corp 13
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 13
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 13
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 13
Glazer Capital, Llc 13
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 13
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 13
Yakira Capital Management, Inc. 13
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 13
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 13
Eagle Global Advisors Llc 13
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 13
Brinker Capital Investments, LLC 13
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 13
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 13
TimesSquare Capital Management, LLC 13
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 13
Optimum Investment Advisors 13
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 13
Global Financial Private Client, LLC 13
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 13
Front Row Advisors LLC 13
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 13
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 13
Ameritas Advisory Services, LLC 13
Wilbanks Smith & Thomas Asset Management Llc 13
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 13
Toth Financial Advisory Corp 13
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 13
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 13
Agf Investments Inc. 13
IBM Retirement Fund 13
Crestline Management, LP 13
Voya Senior Income Fund 13
J. Goldman & Co LP 13
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 13
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 13
Mycio Wealth Partners, Llc 13
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 13
Waddell & Reed Financial Inc 13
Old National Bancorp /in/ 13
Avantax Advisory Services, Inc. 13
Manatuck Hill Partners, LLC 13
Deprince Race & Zollo Inc 13
Silvercrest Asset Management Group Llc 13
Arrowgrass Capital Partners (us) Lp 13
High Income Opportunities Portfolio - High Income Opportunities Portfolio 13
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 13
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 13
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 13
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 13
Advent Claymore Convertible Securities & Income Fund 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 13
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 13
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 13
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 13
Weiss Strategic Interval Fund 13
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 13
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 13
Castleview Partners, Llc 13
Moody National Bank Trust Division 13
AlphaMark Advisors, LLC 13
Annis Gardner Whiting Capital Advisors, LLC 13
Harvest Group Wealth Management, Llc 13
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 13
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 13
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 13
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 13
6 Meridian 13
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 13
Oppenheimer Global Multi Strategies Fund 13
Guggenheim Credit Allocation Fund 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 13
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 13
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 13
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 13
IWB - iSHARES TRUST - iShares Russell 1000 ETF 13
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 13
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 13
Tcw Group Inc 13
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 13
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 13
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 13
Dana Investment Advisors, Inc. 13
Invictus RG Pte. Ltd. 13
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 13
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 13
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 13
Citizens Financial Group Inc/ri 13
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 13
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 13
Contravisory Investment Management, Inc. 13
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 13
Vantage Investment Advisors, LLC 13
Highland Capital Management Fund Advisors, L.p. 12
Harbour Capital Advisors, LLC 12
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 12
Blackrock Core Bond Trust 12
Koch Industries Inc 12
Usca Ria Llc 12
Cowen Group, Inc. 12
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 12
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 12
Azzad Asset Management Inc /adv 12
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 12
Brewin Dolphin Ltd 12
Man Investments Ltd 12
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 12
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 12
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 12
Balter Liquid Alternatives, LLC 12
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 12
Tokio Marine Asset Management Co Ltd 12
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 12
Susquehanna Portfolio Strategies, LLC 12
Regal Investment Advisors LLC 12
WPG Advisers, LLC 12
Monashee Investment Management LLC 12
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 12
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 12
LGT Financial Advisors LLC 12
Baird Robert W & Co Inc /wi/ 12
Cornerstone Planning Group LLC 12
Cookson Peirce & Co Inc 12
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 12
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 12
Nbc Securities, Inc. 12
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 12
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 12
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 12
Shepherd Kaplan Krochuk, Llc 12
CenterStar Asset Management, LLC 12
Sheets Smith Wealth Management 12
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 12
Commerzbank Aktiengesellschaft /fi 12
Caxton Associates Llp 12
Leuthold Group, Llc 12
Prudential Plc 12
EA Series Trust 12
Nachman Norwood & Parrott, Inc 12
Brookstone Capital Management 12
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 12
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 12
Kingsview Wealth Management, LLC 12
Denver Investment Advisors Llc 12
Private Ocean, LLC 12
Wealthcare Capital Management Llc 12
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 12
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 12
Global Income Builder Portfolio - Global Income Builder Portfolio 12
Rice Hall James & Associates, Llc 12
Caas Capital Management Lp 12
Moisand Fitzgerald Tamayo, LLC 12
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 12
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 12
Mather Group, Llc. 12
Cantab Capital Partners LLP 12
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 12
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 12
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 12
Eudaimonia Partners, LLC 12
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 12
IMA Wealth, Inc. 12
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF 12
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 12
CX Institutional 12
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 12
Ziegler Capital Management, LLC 12
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 12
Advance Capital I Inc 12
Ashton Thomas Private Wealth, LLC 12
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 12
Entropy Technologies, LP 12
361 Capital Llc 12
Gideon Capital Advisors, Inc. 12
Nuveen Core Equity Alpha Fund 12
First Personal Financial Services 12
Gyon Technologies Capital Management, LP 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 12
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 12
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 12
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 12
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 12
Burney Co/ 12
Mizuho Securities Usa Llc 12
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 12
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 12
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 12
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 12
Continuum Advisory, LLC 12
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 12
Blackrock Multi-sector Income Trust 12
Prudential Short Duration High Yield Fund, Inc. 12
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 12
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 12
One Wealth Advisors, LLC 12
Diametric Capital, LP 12
Sageworth Trust Co of South Dakota 12
BRC Investment Management LLC 12
Bluefin Trading, LLC 12
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 12
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 12
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 12
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 12
Capital Analysts, Inc. 12
Eagle Bay Advisors LLC 12
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 12
Fortis Advisors, LLC 12
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 12
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 12
Twin Capital Management Inc 12
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 12
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 12
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 12
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 12
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 12
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 12
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 12
Dubuque Bank & Trust Co 12
Hoxton Financial, Inc. 12
Edmond De Rothschild Holding S.a. 12
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 12
RHJ International SA 12
Mv Capital Management, Inc. 12
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 12
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 12
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 12
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 12
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 12
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 12
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 12
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 12
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 12
Tradeworx Inc. 12
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 12
MML Series Investment Fund II - MML Blend Fund Initial Class 12
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 12
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 12
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 12
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 12
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 12
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 12
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 12
First Midwest Bank Trust Division 12
WASHINGTON TRUST Co 12
FNY Partners Fund LP 12
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 12
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 12
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 12
B. Metzler seel. Sohn & Co. AG 12
Rotella Capital Management, Inc. 12
Zweig-DiMenna Associates LLC 12
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 12
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 12
Redwood Investment Management, Llc 12
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 12
Bartlett & Co. Wealth Management Llc 12
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 12
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 12
WealthPLAN Partners, LLC 12
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 12
Janney Capital Management LLC 12
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 12
Scopus Asset Management, L.p. 12
Crewe Advisors LLC 12
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 12
Jain Global LLC 12
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 12
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 12
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 12
Calamos Strategic Total Return Fund 12
Tcwp Llc 12
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 12
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 12
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 12
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 12
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 12
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 11
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 11
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 11
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 11
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 11
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 11
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 11
Cca Investments Trust 11
HYLD - Exchange Listed Funds Trust - High Yield ETF 11
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 11
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 11
Blackrock Credit Allocation Income Trust 11
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 11
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 11
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 11
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 11
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 11
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 11
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 11
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 11
PointState Capital LP 11
HFM Investment Advisors, LLC 11
Caisse De Depot Et Placement Du Quebec 11
Kula Investments, LLC 11
Headlands Technologies LLC 11
Inceptionr Llc 11
DAACX - Adviser Managed Trust - Diversified Equity Fund 11
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 11
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 11
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 11
Atria Wealth Solutions, Inc. 11
Kayne Anderson Rudnick Investment Management Llc 11
Royal London Asset Management Ltd 11
Elequin Capital Lp 11
CastleKnight Management LP 11
Delphia (USA) Inc. 11
Cassady Schiller Wealth Management, LLC 11
Keeley Asset Management Corp 11
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 11
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 11
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 11
BBVA USA Bancshares, Inc. 11
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 11
Dean Capital Management 11
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 11
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 11
Tradition Wealth Management, LLC 11
Vontobel Holding Ltd. 11
Columbia Partners L L C Investment Management 11
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 11
Kestra Private Wealth Services, Llc 11
Peak6 Llc 11
Knight Capital Group, Inc. 11
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 11
Formidable Asset Management, LLC 11
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 11
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 11
Rsm Us Wealth Management Llc 11
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 11
BI Asset Management Fondsmaeglerselskab A/S 11
Brant Point Investment Management Llc 11
RMB Capital Management, LLC 11
Mirabella Financial Services Llp 11
Rialto Wealth Management, LLC 11
Invenomic Capital Management LP 11
BlackRock Credit Strategies Fund 11
Horizon Investments, LLC 11
NJ State Employees Deferred Compensation Plan 11
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 11
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 11
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 11
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 11
Farallon Capital Management Llc 11
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 11
VCSBX - VALIC Co II - Strategic Bond Fund 11
Tradewinds Capital Management, LLC 11
Joel Isaacson & Co., LLC 11
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 11
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 11
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 11
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 11
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 11
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 11
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 11
Gw Henssler & Associates Ltd 11
Breton Hill Capital Ltd. 11
J.w. Cole Advisors, Inc. 11
Glg Llc 11
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 11
Bank Of Hawaii 11
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 11
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 11
Intersect Capital LLC 11
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 11
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 11
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 11
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 11
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 11
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 11
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF 11
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 11
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 11
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 11
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 11
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 11
Gierl Augustine Investment Management Inc 11
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 11
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 11
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 11
EP Wealth Advisors, Inc. 11
MCF Advisors LLC 11
Winfield Associates, Inc. 11
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 11
Macroview Investment Management Llc 11
Frontier Capital Management Co Llc 11
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 11
Belvedere Trading LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 11
Xponance, Inc. 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 11
Weaver C. Barksdale & Associates, Inc. 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 11
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 11
Kiwi Wealth Investments Limited Partnership 11
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 11
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 11
Freestone Capital Holdings, LLC 11
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 11
Apriem Advisors 11
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 11
Warren Averett Asset Management, LLC 11
Kornitzer Capital Management Inc /ks 11
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 11
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 11
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 11
Foresters Investment Management Company, Inc. 11
Virginia Retirement System 11
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 11
Kalos Management, Inc. 11
Ausdal Financial Partners, Inc. 11
Mizuho Trust & Banking Co., Ltd. 11
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 11
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 11
Davidson Kempner Capital Management Lp 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 11
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 11
Capital Asset Advisory Services LLC 11
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 11
Fort, L.p. 11
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 11
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 11
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 11
Lombard Odier Asset Management (Switzerland) SA 11
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 11
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 11
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 11
Stifel Nicolaus & Co Inc \mo\ 11
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 11
NatWest Group plc 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 11
EverPoint Asset Management, LLC 11
Friess Associates Llc 11
Johnson Investment Counsel Inc 11
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 11
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 11
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 11
Wilmington Trust, National Association 11
Elite Wealth Management, Inc. 11
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 11
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 11
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 11
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 11
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 11
JJJ Advisors Inc. 11
Empirical Finance, LLC 11
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 11
SpiderRock Advisors, LLC 11
Lido Advisors, LLC 11
Bfsg, Llc 11
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 11
Glenmede Investment Management, LP 11
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 11
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 11
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 11
Cerebellum GP, LLC 11
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 11
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 11
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 11
Kovack Advisors, Inc. 11
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 11
Bruce G. Allen Investments, LLC 11
Invesco Bond Fund 11
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 11
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 11
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 11
Anchor Investment Management, LLC 11
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 11
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 11
Golden State Wealth Management, LLC 11
Next Financial Holdings 11
IMC-Chicago, LLC 11
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 11
Bay Harbor Wealth Management, LLC 11
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 11
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 11
Zions Bancorporation, N.A. 11
Capital Research Global Investors 11
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 11
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 11
Blackstone / Gso Strategic Credit Fund 11
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 11
Oppenheimer Variable Account Funds 11
Minichmacgregor Wealth Management, Llc 11
Integrated Wealth Concepts LLC 11
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 11
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 11
Cohen & Steers, Inc. 11
Strategic Wealth Partners, Ltd. 11
Gdl Fund 11
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 11
Athanor Capital, Lp 11
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 11
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 11
Ab Pooling Portfolios 11
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 11
Transamerica Partners Portfolios 11
Transamerica Partners Funds Group Ii 11
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 11
Transamerica Partners Funds Group 11
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 10
Centerpoint Advisors, LLC 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 10
Essex Investment Management Co Llc 10
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 10
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 10
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 10
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 10
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 10
Oak Thistle LLC 10
Pnc Funds 10
ISAM Funds (UK) Ltd 10
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 10
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 10
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 10
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 10
Wetzel Investment Advisors, Inc. 10
Paces Ferry Wealth Advisors, Llc 10
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 10
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 10
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 10
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 10
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 10
Bluefin Capital Management, Llc 10
City National Bank 10
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 10
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 10
Alera Investment Advisors, LLC 10
Numerai GP LLC 10
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 10
Neo Ivy Capital Management 10
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 10
Prudential Global Short Duration High Yield Fund, Inc. 10
Jackson Creek Investment Advisors LLC 10
Advisors Capital Management, LLC 10
Chevy Chase Trust Holdings, Inc. 10
BerganKDV Wealth Management, LLC 10
MU Investments Co., Ltd. 10
Capital Investment Advisory Services, LLC 10
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 10
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 10
Cornerstone Investment Partners, LLC 10
Legacy Financial Advisors, Inc. 10
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 10
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 10
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 10
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 10
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 10
Mizuho Asset Management Co.,Ltd. 10
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 10
Townsquare Capital Llc 10
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 10
Ibex Investors LLC 10
Echo Street Capital Management LLC 10
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 10
Ramsey Quantitative Systems 10
Bruderman Asset Management, LLC 10
Venture Visionary Partners LLC 10
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 10
Dreman Value Management, L L C 10
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 10
Gerstein Fisher 10
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 10
Next Capital Management LLC 10
STXV - EA Series Trust - Strive 1000 Value ETF 10
Beacon Capital Management, Inc. 10
Avalon Advisors, Llc 10
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 10
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
MARSHALL WACE ASIA Ltd 10
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 10
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 10
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 10
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 10
Natixis Investment Managers International 10
Confluence Wealth Services, Inc. 10
Integral Derivatives, LLC 10
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 10
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 10
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 10
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 10
Tibra Equities Europe Ltd 10
Aristides Capital LLC 10
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 10
Wexford Capital Lp 10
Colony Group, LLC 10
BlueCrest Capital Management LLP 10
Td Private Client Wealth Llc 10
Aurora Investment Counsel 10
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 10
UniSuper Management Pty Ltd 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
Wellington Shields Capital Management, LLC 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 10
Franklin Ltd Duration Income Trust 10
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 10
Raleigh Capital Management Inc. 10
Westchester Capital Management, LLC 10
Castleark Management Llc 10
Cary Street Partner Investment Advisory Llc 10
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 10
Gladius Capital Management LP 10
ArrowMark Colorado Holdings LLC 10
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 10
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 10
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 10
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 10
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 10
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 10
Harel Insurance Investments & Financial Services Ltd. 10
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 10
Shinko Asset Management Co., Ltd. 10
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 10
Ssi Investment Management Llc 10
Delta Lloyd Nv 10
WealthTrust-Arizona, LLC 10
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 10
First City Capital Management, Inc. 10
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 10
Nuveen Real Asset Income & Growth Fund 10
Mark Sheptoff Financial Planning, Llc 10
Clear Street Llc 10
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 10
Wilmington Trust Co 10
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 10
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 10
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 10
L & S Advisors Inc 10
Sequoia Financial Advisors, LLC 10
HighVista Strategies LLC 10
Cambridge Trust Co 10
Legg Mason Investment Counsel, LLC 10
Portolan Capital Management, LLC 10
Vigilant Capital Management, LLC 10
Fjarde Ap-fonden /fourth Swedish National Pension Fund 10
Kanaly Trust Co 10
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 10
Ada Investment Management, LP 10
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 10
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 10
Pioneer Diversified High Income Trust 10
Wesbanco Bank Inc 10
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 10
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 10
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 10
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 10
Associated Banc-corp 10
Longfellow Investment Management Co Llc 10
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 10
F&C Asset Management plc 10
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 10
Polar Capital LLP 10
tru Independence LLC 10
State of New Jersey Common Pension Fund A 10
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 10
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 10
Westfield Capital Management Co Lp 10
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 10
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 10
Highland Capital Management Lp 10
Samlyn Capital, Llc 10
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 10
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 10
Penn Capital Management Co Inc 10
First New York Securities Llc /ny 10
U.S. Capital Wealth Advisors, LLC 10
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF 10
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 10
Spot Trading L.l.c. 10
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 10
Saba Capital Management, L.P. 10
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 10
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 10
Banco Bilbao Vizcaya Argentaria, S.a. 10
Chicago Partners Investment Group LLC 10
Cowen And Company, Llc 10
ID Management A/S 10
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 10
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 10
Vise Technologies, Inc. 10
MBEQX - M FUND INC - M International Equity Fund 10
PAX Financial Group, LLC 10
Nicholas Company, Inc. 10
VCCBX - VALIC Co II - Core Bond Fund 10
Archer Investment Corp 10
Hartford Series Fund Inc 10
Newbridge Financial Services Group, Inc. 10
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 10
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 10
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 10
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 10
FundVantage Trust - Verplanck Balanced Fund 10
Chartwell Investment Partners, Llc 10
Solaris Asset Management Llc 10
Moneta Group Investment Advisors Llc 10
E. Ohman J:or Asset Management AB 10
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 10
Verity Asset Management, Inc. 10
Aberdeen Asset Management Plc/uk 10
CVA Family Office, LLC 10
First Financial Corp /in/ 10
Phocas Financial Corp. 10
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 10
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 10
Cooper Creek Partners Management Llc 10
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 10
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 10
Scotia Capital Inc. 10
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 10
Moloney Securities Asset Management, LLC 10
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 10
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 10
Heartland Advisors Inc 10
Epoch Investment Partners, Inc. 10
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 10
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 10
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 10
Pentwater Capital Management LP 10
Prestige Wealth Management Group LLC 10
U S Global Investors Inc 10
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 10
Advisor Partners Ii, Llc 10
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 10
Evergreen Capital Management Llc 10
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 10
Kore Private Wealth LLC 10
Machina Capital S.a.s. 10
Armstrong Advisory Group, Inc 10
Executive Wealth Management, LLC 10
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 10
Claraphi Advisory Network, LLC 10
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 10
Adirondack Trust Co 10
Pinnacle Financial Partners Inc 10
Quest Capital Management Inc /adv 10
Regent Peak Wealth Advisors LLC 10
Perigon Wealth Management, LLC 10
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 10
PGGM Investments 10
Transamerica Financial Advisors, Inc. 10
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 10
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 10
STFBX - Advisers Investment Trust - State Farm Balanced Fund 10
APBAX - Cavanal Hill Funds - Active Core Fund Investor 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 10
Trust Department Mb Financial Bank N A 10
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 10
RFP Financial Group LLC 10
Jaffetilchin Investment Partners, LLC 10
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 10
Ascend Capital, Llc 10
Advisor Partners Llc 10
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 10
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 10
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 9
Schonfeld Group Holdings LLC 9
Certified Advisory Corp 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 9
Frazier Financial Advisors, LLC 9
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 9
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 9
Glg Inc. 9
JNL SERIES TRUST - JNL Bond Index Fund (I) 9
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 9
Tiverton Asset Management Llc 9
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 9
Bank Julius Baer & Co. Ltd, Zurich 9
Ahrens Investment Partners LLC 9
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 9
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 9
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 9
Phoenix Holdings Ltd. 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 9
BDO Wealth Advisors, LLC 9
VVSCX - VALIC Co I - Small Cap Value Fund 9
Patten Group, Inc. 9
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 9
Artisan Partners Limited Partnership 9
Aristeia Capital Llc 9
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 9
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 9
AIEQ - ETF Managers Trust - AI Powered Equity ETF 9
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 9
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 9
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 9
Osterweis Capital Management Inc 9
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 9
Harbor Investment Advisory, Llc 9
Capital Guardian Trust Co 9
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 9
Keeley-Teton Advisors, LLC 9
ORG Wealth Partners, LLC 9
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 9
Levin Capital Strategies, L.p. 9
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 9
Mangrove Partners 9
YorkBridge Wealth Partners, LLC 9
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 9
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 9
Ridgewood Investments LLC 9
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 9
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 9
Cushing Asset Management, Lp 9
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 9
Transce3nd, LLC 9
Almanack Investment Partners, LLC. 9
PharVision Advisers, LLC 9
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 9
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 9
Pacific Center for Financial Services 9
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 9
CAPROCK Group, Inc. 9
Allen Investment Management LLC 9
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 9
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 9
New Amsterdam Partners Llc/ny 9
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 9
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 9
Bare Financial Services, Inc 9
Bellwether Investment Group, LLC 9
EMC Capital Management 9
R&F Capital Advisors LP 9
Pioneer High Income Trust 9
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 9
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 9
Sanctuary Advisors, LLC 9
SummerHaven Investment Management, LLC 9
Bck Capital Management Lp 9
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 9
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 9
GPS Wealth Strategies Group, LLC 9
High Note Wealth, LLC 9
Stoneridge Investment Partners Llc 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 9
Perritt Capital Management Inc 9
Simon Quick Advisors, Llc 9
Teton Westwood Funds 9
Brighton Jones Llc 9
Park Avenue Securities Llc 9
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 9
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 9
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 9
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 9
First Eagle Investment Management, LLC 9
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 9
MASTER BOND LLC - Master Total Return Portfolio 9
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 9
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 9
Opus Capital Group, LLC 9
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 9
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 9
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 9
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 9
Polianta Ltd 9
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 9
Nuveen S&p 500 Dynamic Overwrite Fund 9
Gargoyle Investment Advisor L.L.C. 9
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 9
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 9
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 9
Oakbrook Investments Llc 9
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 9
Armistice Capital, Llc 9
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 9
Meiji Yasuda Asset Management Co Ltd. 9
Gulf International Bank (UK) Ltd 9
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 9
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 9
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 9
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 9
EAM Global Investors LLC 9
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 9
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 9
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 9
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 9
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 9
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 9
Blackstone / Gso Long-short Credit Income Fund 9
Willingdon Wealth Management 9
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 9
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 9
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 9
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 9
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 9
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 9
Gts Securities Llc 9
Perella Weinberg Partners Capital Management LP 9
Affinity Investment Advisors, Llc 9
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 9
Spectrum Management Group, LLC 9
DnB Asset Management AS 9
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 9
Kavar Capital Partners, LLC 9
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 9
Duncker Streett & Co Inc 9
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 9
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 9
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 9
Nuveen Nasdaq 100 Dynamic Overwrite Fund 9
Impax Asset Management Group plc 9
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 9
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 9
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 9
Boston Private Bank & Trust Co 9
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 9
Brinker Capital Inc 9
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 9
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 9
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 9
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 9
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 9
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 9
Meritage Portfolio Management 9
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 9
Bamco Inc /ny/ 9
Enlightenment Research, LLC 9
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 9
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 9
Wiley Bros.-aintree Capital, Llc 9
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 9
Fulton Bank, N.a. 9
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 9
Tsfg, Llc 9
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 9
V Wealth Advisors LLC 9
25 Llc 9
Gateway Investment Advisers Llc 9
Rothschild Investment Corp /il 9
Detwiler Fenton Investment Management LLC 9
Camelot Portfolios, LLC 9
Kistler-Tiffany Companies, LLC 9
STXK - EA Series Trust - Strive Small-Cap ETF 9
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 9
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 9
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 9
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 9
Arrow Financial Corp 9
Apollon Wealth Management, LLC 9
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 9
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
Montag A & Associates Inc 9
Alpha Omega Wealth Management LLC 9
Andra AP-fonden 9
Exane Derivatives 9
EHLS - Tidal Trust II - Even Herd Long Short ETF 9
West Tower Group, LLC 9
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 9
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 9
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 9
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 9
Vivaldi Asset Management, LLC 9
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 9
Moran Wealth Management, LLC 9
Shapiro Robert N 9
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 9
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 9
Qsemble Capital Management, LP 9
Fidelis Capital Partners, LLC 9
Wealthspire Advisors, LLC 9
Hl Financial Services Llc 9
Spring Creek Capital Llc 9
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 9
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 9
Curian Capital Llc 9
WealthCollab, LLC 9
Capstone Series Fund Inc 9
Schechter Investment Advisors, LLC 9
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 9
Kestra Investment Management, LLC 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 9
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 9
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 9
American Funds Insurance Series 9
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 9
Shaolin Capital Management LLC 9
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 9
Ferguson Wellman Capital Management, Inc 9
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 9
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 9
Destination Wealth Management 9
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 9
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 9
Partnervest Advisory Services LLC 9
First Allied Advisory Services, Inc. 9
Camarda Financial Advisors, LLC 9
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 9
Kapitalo Investimentos Ltda 9
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 9
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 9
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 9
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 9
Doubleline Income Solutions Fund 9
Pinkerton Retirement Specialists, LLC 9
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 9
M&g Investment Management Ltd 9
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 9
Korea Investment CORP 9
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 9
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 9
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 9
Leap Investments Lp 9
Dynamic Capital Management Ltd 9
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 9
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 9
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 9
Burt Wealth Advisors 9
Cribstone Capital Management, LLC 9
Riggs Asset Managment Co. Inc. 9
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 9
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 9
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 9
PSCC - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF 9
Lee Danner & Bass Inc 9
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 9
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 9
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 9
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 9
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 9
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 9
ARGI Investment Services, LLC 9
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 9
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 9
Byrne Asset Management LLC 9
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 9
Calamos Convertible Opportunities & Income Fund 9
Providence Capital Advisors, LLC 9
Psagot Investment House Ltd. 9
Invesco Senior Income Trust 9
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 9
Covington Capital Management 9
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 9
Winch Advisory Services, LLC 9
Sandler Capital Management 9
Washington Trust Advisors, Inc. 9
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 9
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 9
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 9
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 9
Vanguard Morgan Growth Fund 9
Lmcg Investments, Llc 9
Calamos Convertible & High Income Fund 9
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 9
Invesco High Income Trust Ii 9
Verdence Capital Advisors LLC 9
Atticus Wealth Management, Llc 9
Kovitz Investment Group Partners, LLC 9
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 9
Calamos Dynamic Convertible & Income Fund 9
First Interstate Bank 9
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 9
Allstate Corp 9
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 9
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 9
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 9
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 9
Van Hulzen Asset Management, LLC 9
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 9
Pinz Capital Management, LP 9
John Hancock Hedged Equity & Income Fund 9
Column Capital Advisors, LLC 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 9
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 9
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 9
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 9
Baldwin Brothers Inc/ma 9
Reynolds Capital Management Llc 9
Lighthouse Investment Partners, LLC 9
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 9
Mosaic Family Wealth, LLC 9
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 9
Clarkston Capital Partners, LLC 9
Virtus Investment Advisers, Inc. 9
Arlington Partners LLC 9
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 9
First National Bank Of Omaha 9
Pin Oak Investment Advisors Inc 9
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 9
Dai-ichi Life Holdings, Inc. 9
Harfst & Associates, Inc. 9
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 9
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 9
Harvest Management Llc 9
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 9
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 9
Calamos Long/Short Equity & Dynamic Income Trust 9
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 9
Edge Advisors, Llc 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 9
Winton Capital Management Ltd 9
Harvest Investment Services, LLC 8
UMPIX - Profunds - Ultramid-cap Profund Investor Class 8
Wolff Wiese Magana Llc 8
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 8
Eminence Capital, Lp 8
Mascoma Wealth Management LLC 8
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 8
VMIDX - VALIC Co I - Mid Cap Index Fund 8
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 8
Cypress Capital Management LLC (WY) 8
Redwood Investments, LLC 8
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 8
American Capital Advisory, LLC 8
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 8
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 8
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 8
HITE Hedge Asset Management LLC 8
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 8
Alpha Quant Advisors, Llc 8
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 8
Semanteon Capital Management, LP 8
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 8
TradeLink Global Equity LLC 8
Eaton Vance Senior Income Trust 8
Price Capital Management, Inc. 8
Voleon Capital Management Lp 8
Bray Capital Advisors 8
New England Research & Management, Inc. 8
Cutter & CO Brokerage, Inc. 8
Tri-continental Corp 8
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 8
Ballentine Partners, LLC 8
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 8
Stanley-Laman Group, Ltd. 8
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 8
Invesco Senior Loan Fund 8
Addison Advisors LLC 8
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 8
Aegis Financial Corp 8
Fondren Management LP 8
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 8
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 8
Whipplewood Advisors, LLC 8
Focused Wealth Management, Inc 8
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 8
Gryphon Financial Partners LLC 8
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 8
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 8
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 8
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 8
Kepos Capital LP 8
Colonial Trust Co / SC 8
NorthRock Partners, LLC 8
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 8
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 8
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 8
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 8
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 8
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 8
Total Clarity Wealth Management, Inc. 8
ICA Group Wealth Management, LLC 8
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 8
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 8
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 8
Allianzgi Convertible & Income 2024 Target Term Fund 8
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 8
Donoghue Forlines LLC 8
WR Wealth Planners, LLC 8
Activest Wealth Management 8
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 8
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 8
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 8
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 8
Perpetual Ltd 8
Empyrean Capital Partners, LP 8
Peregrine Capital Management Llc 8
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 8
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 8
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 8
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 8
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 8
Stux Capital Management, LLC 8
Bollard Group LLC 8
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 8
Bahl & Gaynor Inc 8
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 8
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 8
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 8
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 8
Alpha DNA Investment Management LLC 8
Morgan Dempsey Capital Management Llc 8
Banque Cantonale Vaudoise 8
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 8
Financial Counselors Inc 8
Islay Capital Management, Llc 8
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 8
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 8
Watershed Asset Management, L.L.C. 8
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 8
Bp Plc 8
VCSVX - VALIC Co II - Small Cap Value Fund 8
TIG Advisors, LLC 8
Freestone Grove Partners LP 8
Guardian Life Insurance Co Of America 8
Annex Advisory Services, LLC 8
Pinnacle Associates Ltd 8
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 8
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 8
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 8
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF 8
Waratah Capital Advisors Ltd. 8
Ninety One UK Ltd 8
Vestmark Advisory Solutions, Inc. 8
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 8
SkyView Investment Advisors, LLC 8
JBF Capital, Inc. 8
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 8
Lingohr & Partner Asset Management GmbH 8
Girard Partners Ltd. 8
PSI Advisors, LLC 8
Coe Capital Management, LLC 8
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 8
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 8
B. Metzler seel. Sohn & Co. Holding AG 8
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 8
Cowen Prime Services LLC 8
Kathmere Capital Management, LLC 8
Baker Ellis Asset Management LLC 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 8
Manning & Napier Advisors Llc 8
Texas Yale Capital Corp. 8
Childress Capital Advisors, Llc 8
Hodges Capital Management Inc. 8
MPS Loria Financial Planners, LLC 8
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 8
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 8
Vaughan Nelson Investment Management, L.p. 8
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 8
Roosevelt Investment Group Llc 8
Sawgrass Asset Management Llc 8
Green Arrow Capital Management Llc 8
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 8
Balasa Dinverno & Foltz Llc 8
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 8
Northwest & Ethical Investments L.P. 8
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 8
HighPoint Advisor Group LLC 8
Fortitude Advisory Group L.L.C. 8
Atwood & Palmer Inc 8
MERVX - MERGER FUND VL - The Merger Fund VL 8
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 8
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 8
Catapult Capital Management Llc 8
Arden Trust Co 8
ACK Asset Management LLC 8
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 8
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 8
GeoWealth Management, LLC 8
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 8
Financial Advocates Investment Management 8
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 8
Investors Asset Management Of Georgia Inc /ga/ /adv 8
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 8
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 8
Kb Financial Partners, Llc 8
Jump Trading, Llc 8
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 8
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 8
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 8
Hazlett, Burt & Watson, Inc. 8
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 8
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 8
Clearline Capital LP 8
DC Investments Management, LLC 8
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 8
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 8
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 8
Householder Group Estate & Retirement Specialist, LLC 8
CenturyLink Investment Management Co 8
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 8
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 8
Towle & Co 8
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 8
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 8
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 8
SevenBridge Financial Group, LLC 8
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 8
Cleararc Capital Inc 8
M Holdings Securities, Inc. 8
Greenleaf Trust 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 8
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 8
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 8
Hawk Ridge Capital Management Lp 8
Interval Partners, LP 8
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 8
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 8
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 8
Oakworth Capital, Inc. 8
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 8
Anchor Capital Advisors Llc 8
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 8
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 8
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 8
Nuveen Multi-Asset Income Fund 8
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 8
Franklin Universal Trust 8
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 8
Syon Capital Llc 8
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 8
ClearAlpha Technologies LP 8
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 8
Congress Asset Management Co /ma 8
Pennsylvania Trust Co 8
Pallas Capital Advisors LLC 8
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 8
Clear Harbor Asset Management, LLC 8
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 8
Truewealth Llc 8
Calamos Global Total Return Fund 8
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 8
Rise Advisors, LLC 8
Guardian Capital Lp 8
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 8
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 8
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 8
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 8
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 8
Thurston, Springer, Miller, Herd & Titak, Inc. 8
Teton Advisors, Inc. 8
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 8
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 8
Columbia Wanger Asset Management Llc 8
Eaton Vance Senior Floating Rate Trust 8
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 8
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 8
Telemetry Investments, L.L.C. 8
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 8
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 8
Calamos Wealth Management LLC 8
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 8
Community Bank, N.A. 8
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 8
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
Boston Income Portfolio - Boston Income Portfolio 8
Haberer Registered Investment Advisor Inc 8
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 8
SLIM - Janus Detroit Street Trust - The Obesity ETF 8
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 8
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 8
Strategic Global Advisors, LLC 8
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 8
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 8
First Trust High Income Long/short Fund 8
TrimTabs Asset Management, LLC 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 8
City Holding Co 8
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 8
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 8
Sun Life Financial Inc 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 8
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 8
Columbus Circle Investors 8
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 8
Alpha Cubed Investments, LLC 8
Bridges Investment Management Inc 8
TENOR CAPITAL MANAGEMENT Co., L.P. 8
National Pension Service 8
Delta Asset Management Llc/tn 8
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 8
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 8
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 8
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 8
Gabelli Equity Trust Inc 8
Meitav Dash Investments Ltd 8
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 8
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 8
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 8
Allred Capital Management, LLC 8
Beacon Pointe Advisors, LLC 8
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 8
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 8
Profunds - Profund Vp Small-cap Growth 8
Capital Management Associates /ny/ 8
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 8
Alaska Permanent Fund Corp 8
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 8
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 8
HB Wealth Management, LLC 8
Artemis Investment Management LLP 8
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 8
Alexandria Capital, LLC 8
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 8
Atomi Financial Group, Inc. 8
Richard Bernstein Advisors LLC 8
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 8
Kepos Capital LP 8
MDPIX - Profunds - Mid-cap Profund Investor Class 8
Squar Milner Financial Services Llc 8
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 8
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 8
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 8
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 8
Polaris Wealth Advisory Group, LLC 8
Baker Avenue Asset Management, LP 8
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 8
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 8
Clean Yield Group 8
Stancorp Investment Advisers Inc 8
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 8
Reliance Trust Co Of Delaware 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 8
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 8
Sandhill Capital Partners LLC 8
Qrg Capital Management, Inc. 8
Laurel Wealth Advisors, Inc. 8
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 8
Bbva Usa 8
Jet Capital Investors L P 8
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 8
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 8
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 8
FinTrust Capital Advisors, LLC 8
Tucker Asset Management Llc 8
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 8
Quad-Cities Investment Group, LLC 8
Boston Trust Walden Corp 8
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 8
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 8
Fifth Lane Capital, Lp 8
Oliver Luxxe Assets LLC 8
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 8
Aviance Capital Management, Llc 8
Mount Lucas Management LP 8
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 8
Kingdon Capital Management, L.l.c. 8
Quinn Opportunity Partners LLC 8
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 8
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 8
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 8
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 8
Norinchukin Bank, The 8
Krane Funds Advisors LLC 8
Pinnacle Holdings, LLC 8
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 8
Sheaff Brock Investment Advisors, LLC 8
Aptus Capital Advisors, LLC 8
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 8
Gabelli Dividend & Income Trust 8
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 8
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 8
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 8
NMIEX - Northern Funds - Active M International Equity Fund 8
SGPIX - Profunds - Small-cap Growth Profund Investor Class 8
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 8
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 8
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 8
Clark Capital Management Group, Inc. 8
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 8
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 8
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 8
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 8
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 8
HHM Wealth Advisors, LLC 8
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 8
Hennion & Walsh Asset Management, Inc. 8
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 8
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 8
TFC Financial Management 8
Coppell Advisory Solutions Corp. 8
Mill Creek Capital Advisors, LLC 8
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 8
Blackstone / Gso Floating Rate Enhanced Income Fund 8
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 8
Lisanti Capital Growth, LLC 8
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 8
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 8
American Independence Funds Trust 8
Buckingham Strategic Partners 8
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 8
Tredje AP-fonden 8
Atlas Capital Advisors Llc 8
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 8
Skylands Capital, LLC 8
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 8
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 8
NorthCoast Asset Management LLC 8
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 8
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 8
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 8
Scientech Research LLC 8
Brandes Investment Partners, Lp 8
Syntal Capital Partners, LLC 8
Meridian Wealth Management, LLC 8
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 8
Shine Investment Advisory Services Inc 8
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 8
Claris Advisors, Llc / Mo / 8
Accurate Wealth Management, LLC 8
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 8
Wetherby Asset Management Inc 8
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 8
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 8
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 8
Eaton Vance Floating-rate Income Trust 8
SYSTM Wealth Solutions LLC 8
Zazove Associates Llc 8
Pacific Alternative Asset Management Company, Llc 8
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 8
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 8
Blackstone Group Inc 8
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 8
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 8
Ardsley Advisory Partners Lp 7
Basso Capital Management, L.p. 7
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 7
BBT Capital Management, LLC 7
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 7
Glen Eagle Advisors, LLC 7
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 7
Global Endowment Management, LP 7
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 7
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 7
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 7
NINE MASTS CAPITAL Ltd 7
Exencial Wealth Advisors, Llc 7
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 7
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 7
United Asset Strategies, Inc. 7
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 7
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 7
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 7
Orinda Asset Management LLC 7
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 7
TradeLink Capital LLC 7
MLPIX - Profunds - Mid-cap Value Profund Investor Class 7
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 7
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 7
Peoples Financial Services Corp. 7
Ledyard National Bank 7
Conning Inc. 7
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 7
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 7
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 7
Smith, Moore & Co. 7
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 7
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 7
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 7
CI Global Investments Inc. 7
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 7
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 7
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 7
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 7
Savior LLC 7
AlphaOne Investment Services, LLC 7
Legg Mason Asset Management (Japan) Co., Ltd. 7
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 7
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 7
RWC Asset Management LLP 7
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 7
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 7
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 7
Quantum Capital Management 7
Mariner Investment Group Llc 7
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 7
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 7
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 7
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 7
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 7
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 7
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 7
QCM Cayman, Ltd. 7
Zurich Insurance Group Ltd/FI 7
Hunter Associates Investment Management Llc 7
Independence Bank of Kentucky 7
Crestwood Advisors Group LLC 7
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 7
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 7
Profunds - Profund Vp Ultramid-cap 7
Chemical Bank 7
Nair Vinay 7
LRI Investments, LLC 7
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 7
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 7
Concert Wealth Management Inc. 7
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 7
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 7
Frontier Wealth Management LLC 7
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 7
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 7
Putnam Fl Investment Management Co 7
Chicago Capital Management, LLC 7
Bedel Financial Consulting, Inc. 7
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 7
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 7
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 7
Gabelli Equity Series Funds Inc 7
Sanders Morris Harris Llc 7
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 7
Barometer Capital Management Inc. 7
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 7
Wellington Shields & Co., LLC 7
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 7
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 7
Atlantic Union Bankshares Corp 7
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 7
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 7
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 7
AT Bancorp 7
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 7
BFOR - ALPS ETF Trust - Barron's 400 ETF 7
Ikos Cif Ltd 7
Monroe Bank & Trust/mi 7
Nikko Asset Management Americas, Inc. 7
Mn Services Vermogensbeheer B.V. 7
Horan Securities, Inc. 7
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 7
Old Second National Bank Of Aurora 7
Maple Securities Usa Inc 7
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 7
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 7
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 7
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 7
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 7
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 7
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 7
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 7
PENN SERIES FUNDS INC - Small Cap Value Fund 7
Capital Investment Advisors, LLC 7
Naples Global Advisors, Llc 7
VCCCX - VALIC Co I - Capital Conservation Fund 7
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 7
Osborn Rohs Williams & Donohoe Ltd 7
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 7
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 7
Palladium Partners Llc 7
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 7
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 7
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 7
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 7
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 7
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 7
Wright Investors Service Inc 7
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 7
Crawford Investment Counsel Inc 7
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 7
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 7
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 7
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 7
BTG Pactual Global Asset Management Ltd 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
Nelson Capital Management, LLC 7
Donaldson Capital Management, Llc 7
Fosun International Ltd 7
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 7
Wellesley Asset Management 7
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 7
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 7
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 7
Cornerstone Wealth Management, LLC 7
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 7
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 7
URTH - iShares, Inc. - iShares MSCI World ETF 7
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 7
Monarch Partners Asset Management LLC 7
K.J. Harrison & Partners Inc 7
Qci Asset Management Inc/ny 7
Suvretta Capital Management, Llc 7
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 7
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 7
Maplelane Capital, Llc 7
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 7
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 7
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 7
BW Gestao de Investimentos Ltda. 7
Colonial Trust Advisors 7
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 7
Stevens First Principles Investment Advisors 7
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 7
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 7
R Squared Ltd 7
Bardin Hill Management Partners Lp 7
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 7
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 7
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 7
Heritage Wealth Advisors 7
Avidian Wealth Solutions, LLC 7
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 7
Main Street Group, LTD 7
New Jersey Better Educational Savings Trust 7
Kings Point Capital Management 7
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
Edmond De Rothschild (suisse) S.a. 7
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 7
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 7
Steel Peak Wealth Management LLC 7
Integrated Advisors Network LLC 7
Great Diamond Partners, LLC 7
Carolina Wealth Advisors, LLC 7
Spdr S&p Midcap 400 Etf Trust 7
York Capital Management Global Advisors, LLC 7
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 7
Deseret Mutual Benefit Administrators 7
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 7
Welch & Forbes Llc 7
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 7
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 7
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 7
Hughes Financial Services, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 7
Cna Financial Corp 7
Sit Investment Associates Inc 7
Procyon Private Wealth Partners, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 7
Dorsey & Whitney Trust CO LLC 7
HBK Sorce Advisory LLC 7
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 7
MML Series Investment Fund II - MML High Yield Fund Class II 7
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 7
Gardner Lewis Asset Management L P 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 7
Lincoln National Corp 7
Verus Capital Partners, Llc 7
Kernodle & Katon Asset Management Group, LLC 7
Silverback Asset Management Llc 7
Wcm Investment Management, Llc 7
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 7
Meiji Yasuda Life Insurance Co 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 7
Ellsworth Growth & Income Fund Ltd 7
Klingman & Associates, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 7
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 7
EULAV Asset Management 7
Jump Trading, LLC 7
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 7
Lebenthal Asset Management, LLC 7
Sachetta, LLC 7
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 7
Spouting Rock Asset Management, LLC 7
D'Orazio & Associates, Inc. 7
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 7
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 7
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 7
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 7
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 7
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 7
PPM Funds - PPM High Yield Core Fund (Inst) 7
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 7
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 7
Premier Fund Managers Ltd 7
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 7
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 7
Mariner Wealth Advisors-NYC, LLC 7
Fiduciary Trust Co 7
Caldwell Securities, Inc 7
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 7
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 7
Polymer Capital Management (US) LLC 7
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 7
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 7
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 7
Western Asset Corporate Loan Fund Inc. 7
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 7
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 7
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 7
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 7
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 7
Telluride Asset Management LLC 7
Private Management Group Inc 7
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 7
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 7
Nuveen Fund Advisors, LLC 7
Advisory Alpha, LLC 7
RBB FUND, INC. - Aquarius International Fund 7
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 7
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 7
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 7
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 7
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 7
Emory University 7
Context Capital Management, LLC 7
Corient Capital Partners, LLC 7
StoneX Group Inc. 7
Tdam Usa Inc. 7
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 7
Clark Estates Inc/ny 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 7
First Command Bank 7
First Command Financial Services, Inc. 7
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 7
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 7
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 7
Pzena Investment Management Llc 7
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 7
Bradley Foster & Sargent Inc/ct 7
Agf Management Ltd 7
McAdam, LLC 7
Investors Capital Advisory Services 7
First Capital Advisors Group, LLC. 7
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 7
Baupost Group Llc/ma 7
Estabrook Capital Management 7
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 7
Symmetry Partners, LLC 7
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 7
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 7
Iron Horse Wealth Management, LLC 7
Clearview Wealth Advisors LLC 7
Bellwether Advisors, LLC 7
Intrust Bank Na 7
Banco Santander, S.A. 7
Lecap Asset Management Ltd 7
IAG Wealth Partners, LLC 7
Humankind Investments LLC 7
Alpha Paradigm Partners, LLC 7
Charter Oak Capital Management, LLC 7
Lloyds Banking Group plc 7
Kayne Anderson Capital Advisors Lp 7
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 7
Level Four Advisory Services, Llc 7
Concord Wealth Partners 7
Bayforest Capital Ltd 7
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 7
Interchange Capital Partners, LLC 7
Kowal Investment Group, LLC 7
Vanguard Specialized Funds 7
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 7
Curi Wealth Management, LLC 7
Alpine Woods Capital Investors, Llc 7
Shay Capital LLC 7
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 7
NewEdge Wealth, LLC 7
Doyle Wealth Management 7
Optiver Holding B.V. 7
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 7
PenderFund Capital Management Ltd. 7
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 7
Knights of Columbus Asset Advisors LLC 7
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 7
Achmea Investment Management B.V. 7
Ridgeworth Funds 7
Walthausen & Co., LLC 7
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 7
Lenox Wealth Management, Inc. 7
Amerivest Investment Management LLC 7
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 7
CQS Cayman LP 7
Advisor Resource Council 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
NOMIX - Northern Funds - Northern Mid Cap Index Fund 7
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 7
Ferris Capital, Llc 7
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 7
Miles Capital, Inc. 7
Legacy Advisors, LLC 7
MMCAP International Inc. SPC 7
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 7
Northern Oak Wealth Management Inc 7
Monetary Management Group Inc 7
Argent Capital Management Llc 7
Smith Group Asset Management, LLC 7
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 7
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 7
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 7
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 7
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 7
Wedmont Private Capital 7
Cape Investment Advisory, Inc. 7
IFG Advisory, LLC 7
Eubel Brady & Suttman Asset Management Inc 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 7
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 7
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 7
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 7
Congress Wealth Management LLC / DE / 7
Peapack Gladstone Financial Corp 7
Boulder Hill Capital Management Lp 7
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 7
Invesco Dynamic Credit Opportunities Fund 7
Chilton Capital Management Llc 7
New York Life Trust Co 7
Deerfield Management Company, L.p. (series C) 7
Martin & Co Inc /tn/ 7
111 Capital 7
Forum Financial Management, LP 7
UMA Financial Services, Inc. 7
Parametric Market Neutral Portfolio 7
Oliver Lagore Vanvalin Investment Group 7
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 7
Hcim Trust 7
Multi-strategy Growth & Income Fund 7
Bpv Family Of Funds 7
Voya Global Advantage & Premium Opportunity Fund 7
Weaver Consulting Group 7
Baader Bank INC 7
Range Financial Group LLC 7
Benjamin Edwards Inc 7
WealthStone, Inc. 7
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 7
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 7
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 7
Comerica Securities,inc. 7
T. Rowe Price Investment Management, Inc. 7
Axxcess Wealth Management, Llc 7
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 7
Allianzgi Convertible & Income Fund Ii 7
Allianzgi Convertible & Income Fund 7
University Of Texas/texas Am Investment Managment Co 7
West Paces Advisors Inc. 7
Human Investing LLC 7
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 7
Canyon Capital Advisors Llc 7
Strategic Blueprint, LLC 7
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 7
Putnam Premier Income Trust 7
Park Place Capital Corp 7
Ostrum Asset Management 7
Fortis Capital Advisors, LLC 7
Readystate Asset Management Lp 7
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 7
Magnus Financial Group LLC 7
Dialectic Capital Management, Lp 7
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 7
Park West Asset Management LLC 7
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
STXG - EA Series Trust - Strive 1000 Growth ETF 7
Paradigm Financial Partners, Llc 7
V-Square Quantitative Management LLC 7
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 7
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 7
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 7
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 7
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 7
Griffin Institutional Access Credit Fund 7
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 7
Dfa Investment Trust Co - The U.s. Large Cap Value Series 7
PPM Funds - PPM Floating Rate Income Fund (Inst) 7
Oppenheimer Quest For Value Funds 7
John Hancock Income Securities Trust 7
Wakefield Asset Management LLLP 7
Vectors Research Management, LLC 7
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 7
AIA Group Ltd 7
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 7
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 7
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 7
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 7
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 7
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 7
Blackstone / Gso Senior Floating Rate Term Fund 7
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 7
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 7
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 7
Mfs Multimarket Income Trust 7
Smallcap World Fund Inc 7
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 7
Envestnet Portfolio Solutions, Inc. 7
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 7
West Branch Capital LLC 7
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 7
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 7
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 7
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 7
Norden Group Llc 7
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 7
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 7
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 7
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 7
Lake Street Advisors Group, Llc 7
TIMOTHY PLAN - Timothy Strategic Variable 7
Horizons Etf Trust I 7
Nissay Asset Management Corp /japan/ /adv 7
Putnam Master Intermediate Income Trust 7
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 7
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 7
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 7
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 7
Merit Financial Group, LLC 7
North Fourth Asset Management, LP 7
Dunhill Financial, LLC 7
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 7
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 7
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 7
Cromwell Holdings LLC 7
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 7
CrestPoint Capital Management, LLC 7
Bancroft Fund Ltd 7
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 7
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 7
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 7
Private Asset Management Inc 7
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 7
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 7
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF 7
Cheyne Capital Management (UK) LLP 7
First Financial Bank - Trust Division 7
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 7
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 7
Dynamic Advisor Solutions LLC 7
Ashton Thomas Securities, Llc 7
Krilogy Financial LLC 7
Eastern Bank 7
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 7
American National Bank 7
Voya Financial Advisors, Inc. 7
Leavell Investment Management, Inc. 7
Scoggin Management Lp 7
American Research & Management Co. 7
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 7
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 7
Symphony Financial, Ltd. Co. 6
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 6
Braun Stacey Associates Inc 6
Intrepid Capital Management Inc 6
Daiwa Capital Markets America Inc. 6
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 6
Connor Clark & Lunn Investment Management Ltd 6
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 6
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 6
Trillium Asset Management, Llc 6
Consolidated Planning Corp 6
Physicians Financial Services, Inc. 6
Thomas White International Ltd 6
Allegis Investment Advisors, LLC 6
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 6
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 6
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 6
Pax World Management Llc 6
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 6
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 6
1st Global Advisors, Inc. 6
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 6
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 6
MANA Advisors LLC 6
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 6
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 6
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 6
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 6
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 6
HighMark Wealth Management LLC 6
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 6
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class 6
Jabodon Pt Co 6
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 6
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 6
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 6
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 6
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 6
Ironwood Investment Counsel, LLC 6
Us Global Investors Funds 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 6
Plato Investment Management Ltd 6
Dogwood Wealth Management LLC 6
Kdi Capital Partners Llc 6
Amica Retiree Medical Trust 6
Suffolk Capital Management Llc 6
Kiley Juergens Wealth Management, Llc 6
FEDERATED CORE TRUST - High Yield Bond Portfolio 6
Glaxis Capital Management, LLC 6
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 6
Aris Wealth Services, Inc. 6
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 6
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 6
Gofen & Glossberg Llc /il/ 6
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 6
Bluestein R H & Co 6
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 6
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 6
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 6
New Age Alpha Advisors, LLC 6
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 6
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 6
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 6
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 6
Advocacy Wealth Management Services, LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 6
Financial Network Wealth Advisors LLC 6
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 6
Pier Capital, LLC 6
Wealth Quarterback LLC 6
Bellevue Asset Management, Llc 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 6
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 6
EPG Wealth Management LLC 6
Reuter James Wealth Management, Llc 6
Marcum Wealth, LLC 6
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 6
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 6
Delaware Enhanced Global Dividend & Income Fund 6
Professional Financial Advisors, LLC 6
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 6
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
PENN SERIES FUNDS INC - Developed International Index Fund 6
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 6
Amplius Wealth Advisors, LLC 6
Sierra Ocean, Llc 6
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 6
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 6
Desjardins Global Asset Management Inc. 6
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 6
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 6
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 6
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 6
Stonebridge Financial Group, LLC 6
Oppenheimer Steelpath Mlp Funds Trust 6
Zwj Investment Counsel Inc 6
Ruggie Capital Group 6
Nuveen All Cap Energy Mlp Opportunities Fund 6
Ifrah Financial Services, Inc. 6
NorthCrest Asset Manangement, LLC 6
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 6
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 6
Santori & Peters, Inc. 6
Mutual Advisors, LLC 6
VSR Financial Services, Inc. 6
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 6
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 6
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 6
Industrial Alliance Investment Management Inc. 6
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 6
Bremer Trust National Association 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 6
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 6
Kilter Group LLC 6
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 6
Thb Asset Management 6
Barrett Asset Management, LLC 6
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 6
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 6
Wade G W & Inc 6
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 6
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 6
S.A. Mason LLC 6
Hoplite Capital Management, L.p. 6
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 6
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 6
Equitec Proprietary Markets, Llc 6
Spinnaker Trust 6
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 6
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 6
Tyler-Stone Wealth Management 6
SeaTown Holdings Pte. Ltd. 6
Beck Bode, LLC 6
Opera Trading Capital 6
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 6
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 6
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 6
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 6
Migdal Insurance & Financial Holdings Ltd. 6
Hgk Asset Management Inc 6
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 6
Ascent Group, LLC 6
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 6
Telemus Capital, Llc 6
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 6
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 6
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 6
Isi Strategy Fund Inc 6
Southpoint Capital Advisors LP 6
AQGNX - AQR Funds - AQR Global Equity Fund Class N 6
Hudock, Inc. 6
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 6
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 6
Folger Hill Asset Management LP 6
SG Capital Management LLC 6
Kentucky Retirement Systems Insurance Trust Fund 6
Whitebox Mutual Funds 6
Deltec Asset Management Llc 6
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 6
Stonehage Fleming (uk) Ltd 6
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 6
Credential Qtrade Securities Inc. 6
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 6
Oddo Bhf Asset Management Sas 6
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 6
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 6
BTC Capital Management, Inc. 6
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 6
Webster Bank, N. A. 6
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 6
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 6
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 6
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 6
Stonehage Fleming Financial Services Holdings Ltd 6
Lebenthal Holdings,LLC 6
1st Source Bank 6
Concentric Capital Strategies, LP 6
Angeles Wealth Management, Llc 6
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 6
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 6
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 6
Falcon Point Capital, Llc 6
Amica Mutual Insurance Co 6
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 6
Voya Global Equity Dividend & Premium Opportunity Fund 6
Beacon Investment Advisory Services, Inc. 6
Foster & Motley Inc 6
RFG Advisory, LLC 6
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 6
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 6
North Star Asset Management Inc 6
Eagle Boston Investment Management Inc 6
Adams Diversified Equity Fund, Inc. 6
Integrated Investment Consultants, LLC 6
Motley Fool Wealth Management, LLC 6
Sentry Investments Corp. 6
DIV - Global X Funds - Global X SuperDividend U.S. ETF 6
Inscription Capital, LLC 6
Northpointe Capital Llc 6
Pekin Hardy Strauss, Inc. 6
Central Bank & Trust Co 6
RPg Family Wealth Advisory, LLC 6
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 6
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 6
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 6
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 6
Arlington Trust Co LLC 6
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 6
Institute for Wealth Management, LLC. 6
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 6
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 6
Montage Managers Trust 6
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 6
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 6
Taylor Hoffman Wealth Management 6
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 6
Miller Howard Investments Inc /ny 6
Appleton Partners Inc/ma 6
Baltimore-Washington Financial Advisors, Inc. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 6
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 6
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 6
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 6
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 6
Cramer Rosenthal Mcglynn Llc 6
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 6
Howard Hughes Medical Institute 6
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 6
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 6
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 6
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 6
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 6
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 6
Stephens Investment Management Group LLC 6
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 6
Blackrock Floating Rate Income Strategies Fund, Inc. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 6
Emerald Advisers, Llc 6
Tiaa Cref Trust Co Fsb/mo 6
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 6
ACSKX - American Century Investment Trust - Short Duration Fund C Class 6
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 6
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 6
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 6
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 6
Citizens Business Bank 6
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 6
Great Valley Advisor Group, Inc. 6
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 6
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 6
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 6
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 6
Essex Financial Services, Inc. 6
Balentine LLC 6
Liberty Wealth Management Llc 6
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 6
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 6
TD Securities (USA) LLC 6
Parsec Financial Management, Inc. 6
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods 6
Tuscan Ridge Asset Management Llc 6
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 6
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 6
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 6
Nuveen Senior Income Fund 6
Qtron Investments LLC 6
Nuveen Floating Rate Income Fund 6
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 6
Wealthfront Advisers Llc 6
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 6
Forsta Ap-fonden 6
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 6
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 6
AllSquare Wealth Management LLC 6
Nuveen Short Duration Credit Opportunities Fund 6
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 6
Pensionmark Financial Group, Llc 6
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 6
VCSMX - VALIC Co I - Small Cap Fund 6
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 6
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 6
Ethos Financial Group, LLC 6
Wrapmanager Inc 6
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 6
Nuveen Credit Strategies Income Fund 6
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 6
Overland Advisors, LLC 6
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 6
Capital International Investors 6
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 6
Orrstown Financial Services Inc 6
Binnacle Investments Inc 6
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 6
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 6
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 6
Putnam Investors Fund 6
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 6
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 6
Ossiam 6
Thompson Investment Management, Inc. 6
Seeyond 6
SummitTX Capital, L.P. 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 6
Dividend Asset Capital, Llc 6
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 6
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 6
Indiana Trust & Investment Management CO 6
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 6
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 6
Renaissance Group Llc 6
FAINX - MSS Series Trust - Fallen Angels Income Fund 6
SageView Advisory Group, LLC 6
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 6
Linden Thomas Advisory Services, LLC 6
Endurance Wealth Management, Inc. 6
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 6
Quotient Investors, LLC 6
PRW Wealth Management LLC 6
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 6
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 6
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 6
Islet Management, LP 6
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 6
Acrisure Capital Management, LLC 6
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 6
Angelo Gordon & Co., L.p. 6
Tributary Capital Management, LLC 6
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 6
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 6
Barnett & Company, Inc. 6
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 6
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 6
Murphy Capital Management Inc 6
Coatue Management Llc 6
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 6
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 6
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 6
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 6
FormulaFolio Investments, LLC 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 6
Allianzgi Diversified Income & Convertible Fund 6
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 6
Manning & Napier Group, LLC 6
RPG Investment Advisory, LLC 6
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 6
IMS Capital Management 6
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 6
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 6
Brown, Lisle/cummings, Inc. 6
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 6
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 6
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 6
Passport Capital, LLC 6
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 6
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 6
Grove Bank & Trust 6
Isthmus Partners, Llc 6
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 6
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 6
Laurel Wealth Advisors LLC 6
Owl Creek Asset Management, L.P. 6
Old North State Trust, LLC 6
TRUE Private Wealth Advisors 6
Livingston Group Asset Management CO (operating as Southport Capital Management) 6
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 6
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 6
Price Michael F 6
Calton & Associates, Inc. 6
Cornerstone Advisory, LLC 6
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 6
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 6
Gabelli Convertible & Income Securities Fund Inc 6
Nuveen Multi-market Income Fund 6
Chase Investment Counsel Corp 6
NEOS Investment Management LLC 6
Kleinwort Benson Investors Dublin Ltd 6
Rockland Trust Co 6
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 6
Clarus Wealth Advisors 6
Pimco Dynamic Income Fund 6
Lombardia Capital Partners Llc 6
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 6
West Oak Capital, LLC 6
Oarsman Capital, Inc. 6
Alpine Associates Management Inc. 6
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 6
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 6
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 6
Ellis Investment Partners, LLC 6
Nemes Rush Group LLC 6
Standard Life Investments LTD 6
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 6
iA Global Asset Management Inc. 6
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 6
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 6
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 6
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 6
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 6
WealthTrust Fairport, LLC 6
Salient Capital Advisors, LLC 6
Country Club Trust Company, n.a. 6
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 6
Highstreet Asset Management Inc. 6
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 6
Pensionfund DSM Netherlands 6
John Hancock Investors Trust 6
Dynamic Technology Lab Pte Ltd 6
Kwmg, Llc 6
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 6
Copper Rock Capital Partners, LLC 6
River & Mercantile Asset Management Llp 6
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 6
Hilltop National Bank 6
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 6
Wildermuth Endowment Strategy Fund 6
Gabelli Global Small & Mid Cap Value Trust 6
BLB&B Advisors, LLC 6
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 6
Jolley Asset Management, LLC 6
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 6
Swedbank AB 6
Prentiss Smith & Co Inc 6
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 6
Argent Trust Co 6
NTHEX - Northeast Investors Trust - Northeast Investors Trust 6
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 6
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio 6
Sentinel Group Funds Inc 6
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 6
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 6
Foundations Investment Advisors, LLC 6
PartnerRe Asset Management CORP 6
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 6
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 6
Worldquant Millennium Advisors Llc 6
First Pacific Advisors, LP 6
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 6
Equitable Trust Co 6
TD Capital Management LLC 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
Redpoint Investment Management Pty Ltd 6
Rs Investment Trust 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
Personal Capital Advisors Corp 6
Profunds - Profund Vp Mid-cap Value 6
Profunds - Profund Vp Consumer Goods 6
Mfs Special Value Trust 6
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 6
Nuveen Global High Income Fund 6
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 6
Acuity Investment Management Inc 6
Stock Yards Bank & Trust Co 6
1492 Capital Management LLC 6
Ivory Investment Management, Llc 6
Stock Portfolio - Stock Portfolio 6
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 6
Ogorek Anthony Joseph /ny/ /adv 6
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 6
Capital Wealth Planning, LLC 6
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 6
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 6
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 6
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 6
AlphaCore Capital LLC 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 6
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 6
Cvi Holdings, Llc 6
Altshuler Shaham Ltd 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
Ceredex Value Advisors LLC 6
Hilltop Holdings Inc. 6
Mfs Charter Income Trust 6
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 6
Claybrook Capital, LLC 6
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 6
Linden Advisors Lp 6
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 6
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 6
Continental Advisors Llc 6
Malaga Cove Capital, LLC 6
Laffer Investments 6
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 6
Blackrock Floating Rate Income Trust 6
Park National Corp /oh/ 6
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 6
Guggenheim Energy & Income Fund 6
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 6
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 6
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 6
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 6
Mfs Intermediate High Income Fund 6
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 6
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 6
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 6
Principia Wealth Advisory, LLC 6
Brown Advisory Securities, LLC 6
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 6
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 6
Mainstay Capital Management Llc /adv 6
Founders Financial Alliance, LLC 6
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 6
Financial Advisors Network, Inc. 6
Axiom Investment Management LLC 6
Palouse Capital Management, Inc. 6
Chiron Capital Management, Llc 6
Goldman Sachs Mlp & Energy Renaissance Fund 6
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 6
Douglass Winthrop Advisors, LLC 6
Evermay Wealth Management Llc 6
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 6
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 6
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 6
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 6
VanEck Funds 6
Private Advisory Group LLC 6
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 6
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 6
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 6
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 6
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 6
Rakuten Securities, Inc. 6
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 6
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 6
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 6
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 6
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 6
Accel Wealth Management 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 6
Ironwood Financial, llc 6
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 6
Boston Family Office Llc 6
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 6
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 6
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 6
Cove Street Capital, LLC 6
DCM Advisors, LLC 6
Quantedge Capital Pte Ltd 6
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 6
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 6
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 6
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 6
Busey Wealth Management 6
McIlrath & Eck, LLC 6
CBOE Vest Financial, LLC 6
Herndon Capital Management Llc 6
Oder Investment Management, LLC 6
Annapolis Financial Services, LLC 6
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 6
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 6
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 6
Atlas Private Wealth Advisors 6
Timpani Capital Management LLC 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 6
Afam Capital, Inc. 6
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 6
Holistic Financial Partners 6
Buckingham Strategic Wealth, Llc 6
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 6
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 6
Eisler Capital Management Ltd. 6
Philadelphia Trust Co 6
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 6
Polar Capital Holdings Plc 6
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 6
Ingalls & Snyder Llc 6
22nw, Lp 6
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 6
Whitnell & Co. 6
CNB Bank 6
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 6
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 6
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 6
Farringdon Capital, Ltd. 6
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 6
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 6
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 6
Standard Family Office LLC 6
Prime Capital Investment Advisors, LLC 6
Fieldview Capital Management, LLC 6
Cidel Asset Management Inc 6
PACIFIC SELECT FUND - Core Income Portfolio Class I 6
Roble, Belko & Company, Inc 6
Formula Growth Ltd 6
Virtue Capital Management, LLC 6
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 6
Diker Management Llc 6
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity 6
Goldman Sachs Mlp Income Opportunities Fund 6
Delphi Private Advisors LLC 6
Reinhart Partners, Inc. 6
Harwood Advisory Group, LLC 6
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 6
Coronation Fund Managers Ltd. 6
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 6
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 6
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 6
First National Trust Co 6
Century Capital Management, LLC 6
NuWave Investment Management, LLC 6
Kkr Income Opportunities Fund 6
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 6
Diamond Hill Capital Management Inc 6
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 6
Green Square Capital Advisors Llc 6
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
Avestar Capital, LLC 6
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
Better Money Decisions, LLC 6
Halbert Hargrove Global Advisors, Llc 6
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 6
Glenview Capital Management, Llc 6
Capitolis Advisors LLC 6
AXS Investments LLC 6
Omnia Family Wealth, LLC 6
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 6
Banque Pictet & Cie Sa 6
QUANTRES ASSET MANAGEMENT Ltd 6
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 6
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 6
Brasada Capital Management, Lp 6
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 6
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 6
Miracle Mile Advisors, LLC 6
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 6
LBA Wealth Management, LLC 6
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 6
Leisure Capital Management 6
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 6
Gary Goldberg Planning Services Inc 6
Hexavest Inc. 6
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 6
Dynasty Wealth Management, Llc 6
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 6
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 6
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 6
Loeb Offshore Management LP 6
Israel Discount Bank of New York 6
Westside Investment Management, Inc. 6
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 6
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 6
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 6
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 6
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 6
Measured Wealth Private Client Group, LLC 6
Cohen & Steers Capital Management Inc 6
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 6
Clear Perspective Advisors, LLC 6
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 6
Nfj Investment Group, Llc 6
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 6
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 6
Tortoise Index Solutions, LLC 6
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 6
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 6
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 6
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 6
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 6
Kentucky Retirement Systems 6
Wall Street Associates 6
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 6
Robeco Schweiz AG 6
Security National Trust Co 6
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 6
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 6
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 6
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 6
Delaware Investments Dividend & Income Fund, Inc 6
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 6
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class 6
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 6
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 6
Pacific Global Investment Management Co 6
CWA Asset Management Group, LLC 6
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 6
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 6
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 6
WealthTrak Capital Management LLC 6
Delos Wealth Advisors, LLC 6
Triangle Securities Wealth Management 6
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 6
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 6
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 6
Rosenberg Matthew Hamilton 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 6
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 6
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 6
Pendal Group Ltd 6
AlphaStar Capital Management, LLC 6
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 6
Hanson & Doremus Investment Management 6
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 6
Tobam 6
Forward Management, LLC 6
NOLVX - Northern Funds - Northern Large Cap Value Fund 6
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 6
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class 6
NOLCX - Northern Funds - Northern Large Cap Core Fund 6
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 6
Vanguard Convertible Securities Fund 6
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 6
My Personal CFO, LLC 5
Bulldog Investors, LLP 5
Tourbillon Capital Partners, L.P. 5
JCP Investment Management, LLC 5
Sumitomo Life Insurance Co 5
Prescott Group Capital Management, L.l.c. 5
Sachem Head Capital Management LP 5
Select Equity Group, L.P. 5
Loews Corp 5
Vulcan Value Partners, LLC 5
Cortina Asset Management, LLC 5
Perceptive Advisors Llc 5
Growth Fund Of America 5
PFM Health Sciences, LP 5
Corsair Capital Management, L.p. 5
Sio Capital Management, LLC 5
Senator Investment Group LP 5
Fiduciary Management Inc /wi/ 5
Rs Investment Management Co Llc 5
Cardinal Capital Management Llc /ct 5
Sasco Capital Inc / Ct/ 5
Thornburg Investment Management Inc 5
Meritage Group LP 5
Rutabaga Capital Management Llc/ma 5
Champlain Investment Partners, LLC 5
Piper Jaffray Companies 5
Prentice Capital Management, LP 5
Albion Financial Group /ut 5
Accident Compensation Corp 5
Ativo Capital Management LLC 5
Tiger Management L.l.c. 5
Mairs & Power Inc 5
M&r Capital Management Inc 5
Canandaigua National Bank & Trust Co 5
Mazama Capital Management Inc 5
Jag Capital Management, Llc 5
KLCM Advisors, Inc. 5
Bank Of Nova Scotia Trust Co 5
S&t Bank/pa 5
Parsons Capital Management Inc/ri 5
Pittenger & Anderson Inc 5
Cypress Funds Llc 5
Greenwood Capital Associates Llc 5
Apex Capital Management 5
Shenkman Capital Management Inc 5
Bragg Financial Advisors, Inc 5
D L Carlson Investment Group Inc 5
Clifford Swan Investment Counsel Llc 5
Channing Capital Management, LLC 5
Vanguard Windsor Funds 5
AMG National Trust Bank 5
GFS Advisors, LLC 5
Iridian Asset Management Llc/ct 5
Anson Funds Management LP 5
De Burlo Group Inc 5
Loudon Investment Management, LLC 5
Grimes & Company, Inc. 5
Arrow Investment Advisors, LLC 5
A. D. Beadell Investment Counsel, Inc. 5
Sentry Investment Management Llc 5
Financial Enhancement Group LLC 5
Chilton Investment Co Llc 5
Us Financial Advisors, Llc 5
Willis Investment Counsel 5
Saturna Capital CORP 5
Taconic Capital Advisors LP 5
Choate Investment Advisors 5
Woodmont Investment Counsel Llc 5
Arcadia Investment Management Corp/mi 5
National Penn Investors Trust Co /pa 5
Zeke Capital Advisors, Llc 5
Mork Capital Management, LLC 5
Delphi Management Inc /ma/ 5
Private Capital Advisors, Inc. 5
Supplemental Annuity Collective Trust of NJ 5
Cadence Bank Na 5
Equitec Specialists, Llc 5
Rathbone Brothers plc 5
Ashfield Capital Partners, LLC 5
Gilman Hill Asset Management, LLC 5
Pointe Capital Management LLC 5
Investment Counselors Of Maryland Llc 5
Private Bank & Trust Co 5
KAMES CAPITAL plc 5
Goelzer Investment Management, Inc. 5
Garde Capital, Inc. 5
Washington Capital Management Inc 5
Scout Investments, Inc. 5
Northwest Investment Counselors, Llc 5
YHB Investment Advisors, Inc. 5
Argentus Capital Management, LLC 5
Shufro Rose & Co Llc 5
Hallmark Capital Management Inc 5
Fortaleza Asset Management Inc/ 5
Athena Capital Advisors Llc 5
Community Financial Services Group, LLC 5
CHURCHILL MANAGEMENT Corp 5
Thomasville National Bank 5
Ohio National Investments, Inc. 5
Field & Main Bank 5
W.G. Shaheen & Associates DBA Whitney & Co 5
North American Management Corp 5
Dumont & Blake Investment Advisors Llc 5
Visionary Asset Management, Inc. 5
Keane Capital Management Inc 5
Steinberg Global Asset Management 5
Twin Securities, Inc. 5
Integre Asset Management, LLC 5
Kellner Capital, LLC 5
Shamrock Asset Management LLC 5
Oxbow Advisors, LLC 5
Majedie Asset Management Ltd 5
Financial Advantage, Inc. 5
Paragon Capital Management Ltd 5
Cumberland Partners Ltd 5
Concorde Asset Management, LLC 5
Blue Bell Private Wealth Management, Llc 5
Parasol Investment Management, LLC 5
Spirit Of America Management Corp/ny 5
Regent Investment Management LLC 5
Three Peaks Capital Management, LLC 5
Lvm Capital Management Ltd/mi 5
First PREMIER Bank 5
Country Trust Bank 5
Exchange Capital Management, Inc. 5
Dakota Wealth Management 5
Exxonmobil Investment Management Inc /tx 5
Pensionfund Sabic 5
Crow Point Partners, LLC 5
Modera Wealth Management, LLC 5
Kcm Investment Advisors Llc 5
Logan Capital Management Inc 5
Homrich & Berg 5
DSAM Partners (London) Ltd 5
ACG Wealth 5
Tiger Eye Capital LLC 5
CTC Alternative Strategies, Ltd. 5
Origin Asset Management LLP 5
Hartline Investment Corp/ 5
Gratus Capital LLC 5
Kingfisher Capital LLC 5
Lowe Brockenbrough & Co Inc 5
Efficient Market Advisors, LLC 5
Mission Wealth Management, Lp 5
Live Your Vision, LLC 5
Trust Co 5
Corbyn Investment Management Inc/md 5
Piershale Financial Group, Inc. 5
Sentinel Asset Management, Inc. 5
S. Muoio & Co. Llc 5
Icc Capital Management Inc/ 5
Peregrine Asset Advisers, Inc. 5
Piermont Capital Management LLC 5
Stone Toro Investment Advisers, LP 5
Blume Capital Management, Inc. 5
Fernwood Investment Management, LLC 5
Bank of Kentucky, Inc. 5
USS Investment Management Ltd 5
Melvin Capital Management LP 5
WESPAC Advisors SoCal, LLC 5
Shellback Capital, LP 5
Lakeview Capital Partners, LLC 5
Mint Tower Capital Management B.V. 5
Schooner Investment Group, LLC. 5
Gerber Kawasaki Wealth & Investment Management 5
Aston Asset Management, LLC 5
J.Safra Asset Management Corp 5
Arete Wealth Advisors, LLC 5
Insight Capital Research & Management Inc 5
Graticule Asia Macro Advisors LLC 5
Kalmar Investments Inc /de/ 5
Smith & Howard Wealth Management, LLC 5
SNS Financial Group, LLC 5
Plancorp, LLC 5
Espalier Global Management LLC 5
Wealthsource Partners, Llc 5
BlueMar Capital Management, LLC 5
Jabre Capital Partners S.A. 5
Hitchwood Capital Management LP 5
Pura Vida Investments, Llc 5
Incline Global Management LLC 5
Lumina Fund Management LLC 5
ZPR Investment Management 5
Steamboat Capital Partners, LLC 5
Junto Capital Management LP 5
Euclidean Technologies Management, LLC 5
Aristotle Capital Boston, LLC 5
Hatteras Funds, LLC 5
Clearfield Capital Management Lp 5
Partner Investment Management, L.P. 5
Ratan Capital Management LP 5
Park Avenue Institutional Advisers LLC 5
Rampart Investment Management Company, LLC 5
Euclid Advisors LLC 5
Trustmark National Bank Trust Department 5
Cahill Financial Advisors Inc 5
Partners Group Holding AG 5
Farmers National Bank 5
Institutional & Family Asset Management, Llc 5
Eos Management, L.P. 5
McQueen, Ball & Associates Inc. 5
Payden & Rygel 5
Spears Abacus Advisors LLC 5
Kerrisdale Advisers, LLC 5
Railway Pension Investments Ltd 5
Guardian Investor Services Llc 5
Founders Bank & Trust 5
Legg Mason Investment Counsel & Trust Co., N.A. 5
Munder Capital Management 5
Wintrust Investments Llc 5
Bridgewater Advisors Inc. 5
Wilmington Trust Investment Management, LLC 5
Well Done, LLC 5
Ibex Wealth Advisors 5
First Bank & Trust 5
Rubric Capital Management LP 5
Northwest Wealth Management, Llc 5
JT Stratford LLC 5
Glenview Trust Co 5
Good Life Advisors, LLC 5
DLD Asset Management, LP 5
Adviser Investments LLC 5
Western Standard LLC 5
IFM Investors Pty Ltd 5
GSB Wealth Management, LLC 5
Global Financial Private Capital, LLC 5
Vivaldi Capital Management, LLC 5
Blue Sky Asset Management, LLC 5
Aua Capital Management, Llc 5
Delta Lloyd Asset Management N.v. 5
Tiaa, Fsb 5
Garner Asset Management Corp 5
Bramshill Investments, LLC 5
Capital Bank & Trust Co 5
Mesirow Financial Investment Management, Inc. 5
American Financial Network Advisory Services Llc 5
Close Asset Management Ltd 5
Sawyer & Company, Inc 5
Price Wealth Management, Inc. 5
Global Trust Asset Management, LLC 5
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 5
Wells Fargo Utilities & High Income Fund 5
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 5
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 5
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 5
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 5
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 5
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 5
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 5
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 5
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 5
Nuveen Floating Rate Income Opportunity Fund 5
AMREX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E 5
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 5
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 5
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 5
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 5
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 5
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 5
Virtus Global Dividend & Income Fund Inc. 5
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 5
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 5
Eagle Growth & Income Opportunities Fund 5
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 5
Nuveen High Income November 2021 Target Term Fund 5
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 5
Nuveen Diversified Dividend & Income Fund 5
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 5
Waddell & Reed Advisors Funds 5
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 5
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 5
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 5
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 5
Scout Funds 5
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 5
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 5
KIFAX - Forward Funds - Salient Select Income Fund Class A 5
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 5
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 5
Ssga Master Trust 5
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 5
Special Opportunities Fund, Inc. 5
Cornerstone Total Return Fund Inc 5
Royce Micro-cap Trust, Inc /md/ 5
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 5
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 5
Dividend & Income Fund 5
New America High Income Fund Inc 5
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 5
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 5
Nuveen Energy Mlp Total Return Fund 5
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 5
Guggenheim Taxable Municipal Managed Duration Trust 5
Eaton Vance Floating-rate Income Plus Fund 5
Deutsche Value Series, Inc 5
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 5
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 5
Lmp Capital & Income Fund Inc. 5
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 5
Cohen & Steers Mlp Income & Energy Opportunity Fund 5
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 5
Blackrock Master Llc 5
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 5
Eaton Vance Short Duration Diversified Income Fund 5
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 5
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 5
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 5
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 5
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 5
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
Clough Global Equity Fund 5
Clough Global Dividend & Income Fund 5
Clough Global Opportunities Fund 5
Wells Fargo Global Dividend Opportunity Fund 5
Alpine Series Trust 5
Wells Fargo Income Opportunities Fund 5
Tcw Alternative Funds 5
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 5
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 5
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 5
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 5
Ivy High Income Opportunities Fund 5
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 5
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 5
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 5
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 5
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 5
Insight Select Income Fund 5
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 5
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 5
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 5
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 5
Wakefield Alternative Series Trust 5
Trilogy Capital Inc. 5
Signition Lp 5
DeDora Capital, Inc. 5
Kaizen Advisory, Llc 5
Icon Wealth Partners, LLC 5
Alphasimplex Group, Llc 5
First Command Advisory Services, Inc. 5
Pfs Investments Inc. 5
SWS Partners 5
Banco de Sabadell, S.A 5
Solstein Capital, LLC 5
Game Creek Capital, LP 5
Vivaldi Opportunities Fund 5
Marino, Stram & Associates Llc 5
Whitener Capital Management, Inc. 5
Fs Credit Income Fund 5
Elo Mutual Pension Insurance Co 5
Silvant Capital Management LLC 5
Change Path, LLC 5
Cognios Beta Neutral Large Cap Fund, Lp 5
Avitas Wealth Management LLC 5
AIA Investment Management Private Ltd 5
Resources Management Corp /ct/ /adv 5
Redhawk Wealth Advisors, Inc. 5
Delta Investment Management, LLC 5
Legacy Bridge, LLC 5
Graves-Light Private Wealth Management, Inc. 5
Cordatus Wealth Management LLC 5
Personal Wealth Partners 5
Costello Asset Management, INC 5
Reston Wealth Management Llc 5
Ascent Wealth Partners, LLC 5
MBM Wealth Consultants, LLC 5
Thoroughbred Financial Services, Llc 5
O'Shares Investment Advisers, LLC 5
Hoover Financial Advisors, Inc. 5
VisionPoint Advisory Group, LLC 5
Claro Advisors LLC 5
Private Advisors, LLC 5
Aspire Private Capital, LLC 5
Gyl Financial Synergies, Llc 5
Clarfeld Financial Advisors, Llc 5
Cypress Capital, LLC 5
Lake Point Wealth Management 5
BCJ Capital Management, LLC 5
Lake Street Financial Llc 5
Bremer Bank National Association 5
Gq Asset Management, Llc 5
Toews Corp /adv 5
OneAscent Financial Services LLC 5
Personal Cfo Solutions, Llc 5
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 5
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 5
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 5
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 5
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 5
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 5
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 5
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 5
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 5
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 5
Jnl Series Trust - Jnl/mellon International Index Fund (a) 5
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 5
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 5
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 5
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 5
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 5
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 5
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 5
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 5
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 5
Advanced Series Trust - Ast International Growth Portfolio 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 5
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 5
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 5
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 5
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 5
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 5
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 5
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 5
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 5
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 5
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 5
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 5
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 5
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 5
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 5
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 5
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 5
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 5
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 5
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 5
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 5
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 5
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 5
GGBFX - GuideStone Funds - Global Bond Fund Investor 5
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 5
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 5
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 5
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 5
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 5
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 5
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 5
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 5
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 5
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 5
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 5
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 5
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 5
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 5
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 5
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 5
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 5
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 5
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 5
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 5
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 5
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 5
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 5
MML Series Investment Fund II - MML Equity Fund Initial Class 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 5
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 5
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 5
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 5
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 5
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 5
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 5
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 5
PENN SERIES FUNDS INC - High Yield Bond Fund 5
PENN SERIES FUNDS INC - Flexibly Managed Fund 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 5
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 5
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 5
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 5
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 5
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 5
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 5
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 5
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 5
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 5
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 5
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 5
SA FUNDS INVESTMENT TRUST - SA International Value Fund 5
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 5
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 5
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 5
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 5
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 5
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 5
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 5
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 5
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 5
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 5
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 5
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 5
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 5
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 5
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 5
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF 5
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 5
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 5
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 5
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 5
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 5
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 5
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 5
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 5
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 5
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 5
Profunds - Profund Vp Mid-cap Growth 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 5
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 5
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 5
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 5
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 5
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 5
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 5
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 5
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 5
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 5
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 5
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 5
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 5
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 5
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 5
Dfa Investment Trust Co - The Dfa International Value Series 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 5
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 5
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 5
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 5
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 5
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 5
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 5
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 5
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 5
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 5
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 5
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 5
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 5
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 5
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 5
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
JHMS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Staples ETF 5
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 5
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 5
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A 5
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 5
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 5
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 5
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 5
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 5
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 5
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 5
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 5
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 5
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 5
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 5
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 5
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 5
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 5
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 5
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 5
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 5
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 5
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 5
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 5
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 5
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 5
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 5
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 5
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 5
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 5
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 5
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 5
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 5
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 5
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 5
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 5
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 5
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 5
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 5
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 5
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 5
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 5
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 5
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 5
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 5
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 5
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 5
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 5
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 5
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 5
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 5
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 5
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 5
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 5
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 5
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 5
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 5
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 5
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 5
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 5
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 5
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 5
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 5
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 5
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 5
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 5
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 5
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 5
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 5
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 5
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 5
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio 5
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 5
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 5
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 5
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 5
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 5
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 5
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 5
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 5
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 5
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 5
VCULX - VALIC Co I - Growth Fund 5
VCBCX - VALIC Co I - Blue Chip Growth Fund 5
VGLSX - VALIC Co I - Global Strategy Fund 5
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 5
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 5
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 5
VIDI - ETF Series Solutions - Vident International Equity Fund 5
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 5
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 5
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 5
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 5
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 5
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 5
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 5
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 5
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 5
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 5
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 5
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 5
SkyOak Wealth, LLC 5
Pacifica Partners Inc. 5
Samalin Investment Counsel, LLC 5
Quaker Wealth Management, LLC 5
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 5
Aperture Investors, LLC 5
Key FInancial Inc 5
Kehrs Ridge Capital,LLC 5
Keebeck Wealth Management, LLC 5
Carolinas Wealth Consulting Llc 5
Center for Financial Planning, Inc. 5
Pacific Capital Wealth Advisors, Inc 5
Ballast Advisors Llc 5
Candlestick Capital Management LP 5
Argent Advisors, Inc. 5
Transcend Wealth Collective, Llc 5
FSA Wealth Management LLC 5
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 5
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 5
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 5
GlobalBridge, Inc. 5
Optimal Asset Management, Inc. 5
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 5
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 5
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 5
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 5
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 5
Waterloo Capital, L.P. 5
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 5
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 5
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 5
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 5
Fulcrum Asset Management LLP 5
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 5
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 5
Bel Air Investment Advisors Llc 5
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 5
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 5
KKR Credit Opportunities Portfolio 5
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 5
Sage Mountain Advisors LLC 5
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 5
Ellsworth Advisors, LLC 5
Samson Rock Capital LLP 5
Liontrust Investment Partners LLP 5
Opal Wealth Advisors, LLC 5
Allegheny Financial Group LTD 5
Privium Fund Management (UK) Ltd 5
Lebenthal Global Advisors, LLC 5
Altus Wealth Group LLC 5
Verdad Advisers, LP 5
Mcdonald Partners Llc 5
Resolute Advisors LLC 5
Sittner & Nelson, Llc 5
CoreFirst Bank & Trust 5
Freedman Financial Associates, Inc. 5
Sheets Smith Investment Management 5
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 5
VELA Funds - VELA Small Cap Fund Class I 5
Baron Silver Stevens Financial Advisors, Llc 5
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 5
Everhart Financial Group, Inc. 5
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 5
Precision Wealth Strategies, LLC 5
Connectus Wealth, LLC 5
Ceera Investments, Llc 5
Gries Financial Llc 5
Sierra Capital LLC 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 5
VIOPX - VALIC Co I - International Opportunities Fund 5
PNC Managed Account Solutions, Inc. 5
Atw Spac Management Llc 5
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 5
JNL SERIES TRUST - JNL International Index Fund (I) 5
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 5
McElhenny Sheffield Capital Management, LLC 5
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 5
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 5
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 5
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 5
Absolute Capital Management, LLC 5
Carmel Capital Partners, LLC 5
Dixon Hughes Goodman Wealth Advisors LLC 5
Retirement Planning Co of New England, Inc. 5
VELA Investment Management, LLC 5
Metis Global Partners, LLC 5
Journey Strategic Wealth Llc 5
Tilia Fiduciary Partners, Inc. 5
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 5
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 5
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 5
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 5
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 5
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 5
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 5
Strengthening Families & Communities, LLC 5
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 5
High Net Worth Advisory Group LLC 5
SILVER OAK SECURITIES, Inc 5
EHP Funds Inc. 5
Beaird Harris Wealth Management, LLC 5
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF 5
Triasima Portfolio Management inc. 5
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 5
Scarborough Advisors, LLC 5
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 5
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 5
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 5
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 5
STRV - EA Series Trust - Strive 500 ETF 5
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 5
Bleakley Financial Group, LLC 5
McGlone Suttner Wealth Management, Inc. 5
Register Financial Advisors LLC 5
Applied Finance Capital Management, LLC 5
Callan Family Office, LLC 5
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 5
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 5
Fifth Third Wealth Advisors LLC 5
Legacy Capital Group California, Inc. 5
Avalon Trust Co 5
La Banque Postale Asset Management SA 5
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 5
Impact Partnership Wealth, LLC 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
Portside Wealth Group, LLC 5
Halpern Financial, Inc. 5
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 5
BlackRock ETF Trust II - BlackRock Flexible Income ETF 5
Trust Point Inc. 5
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 5
Turtle Creek Wealth Advisors, LLC 5
Abich Financial Wealth Management LLC 5
Groupama Asset Managment 5
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 5
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 5
Creekmur Asset Management LLC 5
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 5
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 5
Concurrent Investment Advisors, LLC 5
Central Pacific Bank - Trust Division 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 5
Lynx Investment Advisory 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
BlackRock ETF Trust II - BlackRock High Yield ETF 5
Highline Wealth Partners Llc 5
Legacy Investment Solutions, LLC 5
Legacy Wealth Managment, LLC/ID 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 5
Millstone Evans Group, LLC 5
Bryce Point Capital, LLC 5
Sagespring Wealth Partners, Llc 5
Rossby Financial, LCC 5
Quantessence Capital LLC 5
Wood Tarver Financial Group, LLC 5
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 5
Zions Bancorporation, National Association /ut/ 5
Ccm Investment Group, Llc 5
Rakuten Investment Management, Inc. 5
Private Wealth Asset Management, LLC 5
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 5
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 5
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 4
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 4
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 4
Investment Management Corp of Ontario 4
Robinson Capital Management, Llc 4
Robertson Stephens Wealth Management, LLC 4
Horizon Kinetics LLC 4
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 4
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 4
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 4
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 4
Oppenheimer Limited-term Bond Fund 4
Winnow Wealth Llc 4
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 4
Sheffield Asset Management, L.L.C. 4
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 4
NinePointTwo Capital 4
Sig Brokerage, Lp 4
Lansforsakringar Fondforvaltning AB (publ) 4
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 4
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 4
Tacita Capital Inc 4
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 4
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 4
Safeguard Investment Advisory Group, LLC 4
Ayrton Capital LLC 4
Miller Value Partners, Llc 4
Hillcrest Asset Management LLC 4
1776 Wealth LLC 4
JMAEX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Securitized Debt Portfolio 4
Tyvor Capital LLC 4
Traub Capital Management LLC 4
Orion Capital Management LLC 4
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 4
MSD Partners, L.P. 4
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 4
Motley Fool Asset Management LLC 4
Voya International High Dividend Equity Income Fund 4
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 4
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 4
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 4
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 4
Risk Paradigm Group, LLC 4
Wolf Group Capital Advisors 4
Empower Advisory Group, LLC 4
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 4
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 4
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 4
O'Dell Group, LLC 4
GMEZX - GuideStone Funds - Impact Equity Fund Investor 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
Perkins Investment Management, LLC 4
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 4
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 4
Adams Wealth Management 4
Salomon & Ludwin, LLC 4
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 4
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 4
Taylor Wealth Management Partners 4
Vinva Investment Management Ltd 4
Carnick & Kubik, LLC 4
Optimize Financial Inc 4
Markel Corp 4
PFG Investments, LLC 4
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 4
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 4
Signature Wealth Management Group 4
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 4
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 4
Everett Harris & Co /ca/ 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
J. W. Coons Advisors, LLC 4
Grey Street Capital, LLC 4
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 4
Cm Wealth Advisors Llc 4
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 4
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 4
SOA Wealth Advisors, LLC. 4
Verity & Verity, LLC 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 4
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 4
Royal Fund Management, LLC 4
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 4
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 4
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 4
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 4
PGIM Short Duration High Yield Opportunities Fund 4
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 4
Jackson, Grant Investment Advisers, Inc. 4
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 4
Tiemann Investment Advisors, Llc 4
Horan Capital Advisors, LLC. 4
Crystalline Management Inc. 4
Alerus Financial Na 4
Sullivan, Bruyette, Speros & Blaney, LLC 4
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 4
Achievement Holdings L.P. 4
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 4
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 4
Harvest Fund Advisors LLC 4
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 4
Cornerstone Advisors Inc 4
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 4
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 4
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 4
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 4
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 4
Nuveen High Income 2020 Target Term Fund 4
Arabesque Asset Management Ltd 4
Castlekeep Investment Advisors Llc 4
Davidson Investment Advisors 4
Nbt Bank N A /ny 4
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 4
Meeder Advisory Services, Inc. 4
Guggenheim Equal Weight Enhanced Equity Income Fund 4
Soltis Investment Advisors LLC 4
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 4
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 4
Stratos Wealth Advisors, LLC 4
Alerus Investment Advisors Corp 4
Gabelli Healthcare & Wellnessrx Trust 4
Syntax Advisors, Llc 4
Rench Wealth Management, Inc. 4
Stonebridge Capital Management Inc 4
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 4
Grey Fox Wealth Advisors, LLC 4
Cypress Capital Group 4
Camber Capital Management LP 4
Allstate Investment Management Co 4
Garda Capital Partners Lp 4
Parnassus Investments /ca 4
Oversea-Chinese Banking CORP Ltd 4
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 4
Longbow Finance SA 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
Allianz Global Investors U.S. Holdings LLC 4
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 4
Insigneo Advisory Services, Llc 4
Delap Wealth Advisory, Llc 4
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 4
Eisler Capital (US) LLC 4
MRP Capital Investments, LLC 4
CHTFX - AQUILA MUNICIPAL TRUST - Aquila Churchill Tax-Free Fund of Kentucky Class A 4
POTX - Global X Funds - Global X Cannabis ETF 4
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 4
AMF Pensionsforsakring AB 4
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 4
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 4
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 4
River Wealth Advisors LLC 4
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 4
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 4
Unigestion Holding SA 4
Eidelman Virant Capital 4
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 4
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 4
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 4
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 4
Pimco Corporate & Income Strategy Fund 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
Glass Jacobson Investment Advisors llc 4
Davis Selected Advisers 4
P Schoenfeld Asset Management Lp 4
Marathon Trading Investment Management LLC 4
Pacitti Group Inc. 4
Cypress Asset Management Inc/tx 4
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 4
Welch Group, LLC 4
Greenhouse Funds LLLP 4
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 4
VISEX - VALIC Co II - International Opportunities Fund 4
VitalStone Financial, LLC 4
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 4
Horizon Investment Services, LLC 4
Cary Street Partners Financial Llc 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
Morningstar Investment Services LLC 4
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 4
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 4
Amica Pension Fund Board Of Trustees 4
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 4
Stonnington Group, Llc 4
Surevest, LLC 4
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 4
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 4
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 4
Mufg Securities Americas Inc. 4
Transform Wealth, LLC 4
Fiduciary Alliance LLC 4
Summit Partners Public Asset Management, Llc 4
Gallacher Capital Management LLC 4
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 4
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 4
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 4
Smart Portfolios, LLC 4
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 4
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 4
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 4
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 4
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 4
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 4
Fortem Financial Group, Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 4
Bedrijfstakpensioenfonds Voor De Media Pno 4
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 4
Cambiar Investors Llc 4
Palisade Asset Management, LLC 4
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 4
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 4
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 4
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 4
Flow Traders U.s. Llc 4
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 4
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 4
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
Harding Loevner Lp 4
Gibraltar Capital Management, Inc. 4
Boyd Watterson Asset Management Llc/oh 4
Czech National Bank 4
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 4
Genesis Wealth Advisors, LLC 4
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 4
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 4
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 4
Hudson Valley Investment Advisors Inc /adv 4
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 4
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 4
Romano Brothers And Company 4
Bank of New Hampshire 4
McNamara Financial Services, Inc. 4
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 4
Siemens Fonds Invest GmbH 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 4
Acorn Wealth Advisors, LLC 4
Grace Capital 4
Global Wealth Management Investment Advisory, Inc. 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 4
Winthrop Partners - Wny, Llc 4
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 4
Red Door Wealth Management, LLC 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
JS Capital Management LLC 4
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 4
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 4
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 4
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 4
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 4
HWG Holdings LP 4
VVMCX - VALIC Co I - Mid Cap Value Fund 4
VAPPX - VALIC Co I - Capital Appreciation Fund 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 4
Moody Lynn & Lieberson, Llc 4
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 4
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 4
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 4
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 4
VELA Funds - VELA Income Opportunities Fund Class A 4
Berkshire Asset Management Llc/pa 4
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 4
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 4
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 4
Rock Creek Group, LP 4
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 4
Global Assets Advisory, LLC 4
Atalanta Sosnoff Capital, Llc 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
Insight Wealth Strategies, LLC 4
Pier 88 Investment Partners Llc 4
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 4
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 4
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 4
First Business Financial Services, Inc. 4
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 4
Eisler Capital (UK) Ltd. 4
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 4
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 4
Cupps Capital Management, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 4
Community Capital Management, Inc. 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 4
Smith, Salley & Associates 4
Wafra Inc. 4
Tuttle Tactical Management LLC 4
Credential Securities Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 4
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 4
EATZ - AdvisorShares Trust - AdvisorShares Restaurant ETF 4
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 4
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 4
Stockman Wealth Management, Inc. 4
Lorber David A 4
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 4
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 4
Farmers & Merchants Trust Co of Chambersburg PA 4
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 4
Bernzott Capital Advisors 4
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 4
Heritage Financial Services, LLC 4
Gluskin Sheff & Assoc Inc 4
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
Kessler Investment Group, LLC 4
Cim Investment Mangement Inc 4
Premier Asset Management Llc 4
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 4
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 4
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 4
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 4
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 4
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 4
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 4
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 4
Profunds - Profund Vp Large-cap Value 4
Guidant Wealth Advisors 4
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 4
Saudi Central Bank 4
HMS Capital Management, LLC 4
Brick & Kyle, Associates 4
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 4
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 4
Kestrel Investment Management Corp 4
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 4
Beese Fulmer Investment Management, Inc. 4
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 4
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 4
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 4
South Texas Money Management Ltd 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 4
Lapides Asset Management, LLC 4
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 4
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 4
Beacon Capital Management, LLC 4
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 4
1620 Investment Advisors, Inc. 4
Hightower 6M Holding, LLC 4
Nokota Management, LP 4
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 4
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 4
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 4
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 4
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 4
ProVise Management Group, LLC 4
Empirical Asset Management, LLC 4
Mraz, Amerine & Associates, Inc. 4
Offit Capital Advisors Llc 4
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 4
Profunds - Profund Vp Bull 4
Profunds - Profund Vp Ultrabull 4
Quest 10 Wealth Builders, Inc. 4
NWK Group, Inc. 4
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 4
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 4
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 4
Pvg Asset Management Corp 4
Greenline Partners, LLC 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 4
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 4
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 4
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 4
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 4
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 4
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 4
Tricadia Capital Management, LLC 4
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 4
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 4
Herold Advisors, Inc. 4
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 4
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 4
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 4
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 4
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 4
Evanston Investments, Inc., dba Evanston Advisors 4
Studio Investment Management Llc 4
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 4
Munder Series Trust 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
Wagner Wealth Management, Llc 4
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 4
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 4
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 4
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 4
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 4
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 4
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 4
Meteora Capital, LLC 4
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4
GLISX - Managed Portfolio Series - Great Lakes Disciplined International Smaller Company Fund Institutional Class Shares 4
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 4
American Trust 4
City State Bank 4
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 4
Values First Advisors, Inc. 4
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 4
Mizuho Securities Usa Llc 4
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 4
STFGX - Advisers Investment Trust - State Farm Growth Fund 4
Nations Financial Group Inc, /ia/ /adv 4
KGGAX - Advisors' Inner Circle Fund II - KOPERNIK GLOBAL ALL-CAP FUND CLASS A SHARES 4
Psagot Value Holdings Ltd. / (Israel) 4
PWS - Pacer Funds Trust - Pacer WealthShield ETF 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 4
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 4
CLARET ASSET MANAGEMENT Corp 4
Hemenway Trust Co LLC 4
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 4
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 4
CapWealth Advisors, LLC 4
Capital Advisors Inc/ok 4
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 4
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 4
Simplicity Wealth,LLC 4
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 4
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 4
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 4
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 4
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 4
AlphaCentric Advisors LLC 4
Myriad Asset Management Ltd. 4
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 4
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 4
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 4
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 4
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 4
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 4
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 4
Bowen Hanes & Co Inc 4
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 4
AustralianSuper Pty Ltd 4
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 4
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 4
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 4
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 4
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 4
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 4
Principled Equity Market Fund 4
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 4
Granite Bay Wealth Management, LLC 4
Ally Financial Inc. 4
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 4
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 4
MRGR - PROSHARES TRUST - ProShares Merger ETF 4
Coastal Capital Group, Inc. 4
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 4
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 4
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 4
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 4
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 4
Fairfield, Bush & Co. 4
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
Berkley W R Corp 4
Rs Variable Products Trust 4
CR Intrinsic Investors, LLC 4
VeriStar Capital Management LP 4
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 4
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 4
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 4
Mbb Public Markets I Llc 4
CTC Capital Management, LLC 4
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 4
Minot Wealth Management LLC 4
Platte River Capital LLC 4
Pluribus Labs, LLC 4
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 4
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 4
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 4
Bnp Paribas 4
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 4
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 4
New England Asset Management Inc 4
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 4
MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares 4
Rainier Investment Management Llc 4
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 4
Widmann Financial Services, Inc. 4
New Millennium Group LLC 4
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 4
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 4
Vista Private Wealth Partners. LLC 4
ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A 4
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 4
Patten & Patten Inc/tn 4
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 4
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 4
LVW Advisors, LLC 4
MJ - ETF Managers Trust - ETFMG Alternative Harvest ETF 4
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 4
Altium Wealth Management LLC 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
Summit Financial, LLC 4
Sonora Investment Management Group, LLC 4
Contrarian Capital Management, L.l.c. 4
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 4
Morton Brown Family Wealth, LLC 4
Cozad Asset Management Inc 4
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 4
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
Red Tortoise LLC 4
Nvwm, Llc 4
Varma Mutual Pension Insurance Co 4
Midas Management Corp 4
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 4
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 4
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
Canada Post Corp Registered Pension Plan 4
Westover Capital Advisors, LLC 4
Counsel Portfolio Services Inc. 4
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 4
Hutchens Investment Management Inc 4
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 4
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 4
OHIO NATIONAL FUND INC - ON International Equity Portfolio 4
Iberiabank Corp 4
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 4
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 4
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 4
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 4
Intellectus Partners, LLC 4
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 4
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 4
Princeton Global Asset Management LLC 4
ASR Vermogensbeheer N.V. 4
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 4
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 4
Aurora Financial Advisors, Llc 4
Brookfield Real Assets Income Fund Inc. 4
Americana Partners, LLC 4
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 4
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 4
Williams Jones & Associates LLC 4
Carret Asset Management, Llc 4
PENN SERIES FUNDS INC - Mid Core Value Fund 4
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 4
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 4
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 4
XR Securities LLC 4
Rockefeller Financial Services Inc 4
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 4
F3Logic, LLC 4
Trust Co Of Toledo Na /oh/ 4
Sterling Investment Advisors, Ltd. 4
BLPIX - Profunds - Bull Profund Investor Class 4
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 4
ULPIX - Profunds - Ultrabull Profund Investor Class 4
LVPIX - Profunds - Large-cap Value Profund Investor Class 4
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 4
Hermes Investment Management Ltd 4
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 4
Elevation Series Trust - RiverNorth Patriot ETF 4
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 4
Nippon Life Insurance Co 4
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 4
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 4
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF 4
Granite Investment Advisors, LLC 4
Semmax Financial Advisors Inc. 4
Windsor Capital Management, LLC 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 4
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 4
PENN SERIES FUNDS INC - Index 500 Fund 4
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 4
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) 4
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 4
Selective Wealth Management, Inc. 4
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 4
Mitsubishi UFJ Securities Holdings Co., Ltd. 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 4
REAP Financial Group, LLC 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 4
SSO - PROSHARES TRUST - ProShares Ultra S&P500 4
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 4
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 4
Emerald Mutual Fund Advisers Trust 4
Avanza Fonder AB 4
Family Firm, Inc. 4
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 4
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 4
Pflug Koory, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 4
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 4
Asahi Life Asset Management Co., Ltd. 4
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 4
Belmont Global Advisors, Inc. 4
Kempen Capital Management N.v. 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 4
Farmers Trust Co 4
Hartford Financial Management Inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 4
PACIFIC SELECT FUND - Equity Index Portfolio Class I 4
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
Canton Hathaway, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 4
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
Headinvest, Llc 4
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 4
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 4
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 4
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 4
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 4
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 4
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 4
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 4
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 4
Gwn Securities Inc. 4
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 4
Lowe Wealth Advisors, LLC 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 4
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 4
Nuveen Tax Advantaged Total Return Strategy Fund 4
Torch Wealth Management LLC 4
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 4
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 4
Intact Investment Management Inc. 4
DORCHESTER WEALTH MANAGEMENT Co 4
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 4
Geduld E E 4
Joseph P. Lucia & Associates, LLC 4
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 4
Point View Wealth Management, Inc. 4
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 4
First Heartland Consultants, Inc. 4
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 4
Brandywine Oak Private Wealth Llc 4
Prio Wealth Limited Partnership 4
Cim, Llc 4
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 4
Penobscot Investment Management Company, Inc. 4
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 4
TAP Consulting, LLC 4
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 4
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 4
Fundamentun, Llc 4
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 4
Alleghany Corp /de 4
Ami Asset Management Corp 4
Capital Advisory Group Advisory Services, LLC 4
Endurant Capital Management LP 4
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
Adirondack Research & Management Inc. 4
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 4
Financial Advisory Service, Inc. 4
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 4
DAINX - Dunham Funds - Dunham International Stock Fund Class A 4
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 4
Fma Advisory Inc 4
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 4
Obermeyer Wood Investment Counsel, Lllp 4
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 4
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 4
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 4
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 4
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 4
Weil Company, Inc. 4
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 4
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 4
Virtus ETF Advisers LLC 4
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
Rand Wealth, Llc 4
MainStreet Investment Advisors LLC 4
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 4
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 4
G&S Capital LLC 4
Premia Global Advisors, Llc 4
Cardan Capital Partners, LLC 4
Little House Capital Llc 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Nuveen S&p 500 Buywrite Income Fund 4
UNIVEST FINANCIAL Corp 4
Banco BTG Pactual S.A. 4
Monetta Financial Services Inc 4
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 4
Cynosure Management, Llc 4
Stormborn Capital Management, Llc 4
Ameriflex Group, Inc. 4
High Pointe Capital Management Llc 4
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 4
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 4
Aevitas Wealth Management, Inc. 4
VCTPX - VALIC Co I - Inflation Protected Fund 4
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 4
Forte Capital Llc /adv 4
Griffin Asset Management, Inc. 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
Connable Office Inc 4
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 4
Parisi Gray Wealth Management 4
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 4
Poehling Capital Management, LLC 4
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A 4
FDO Partners, LLC 4
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 4
Vermillion Wealth Management, Inc. 4
BancorpSouth Bank 4
Chartwell Investment Partners/pa 4
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 4
Carillon Tower Advisers, Inc. 4
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 4
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 4
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 4
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 4
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 4
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 4
BIGTX - Monteagle Funds - The Texas Fund Class I 4
Arjuna Capital 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 4
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 4
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 4
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 4
Donald L. Hagan, LLC 4
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 4
Palestra Capital Management LLC 4
Bourgeon Capital Management Llc 4
SFY - Tidal ETF Trust - SoFi Select 500 ETF 4
Monument Capital Management 4
Omega Advisors Inc. 4
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 4
Pimco Income Opportunity Fund 4
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 4
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 4
VSTIX - VALIC Co I - Stock Index Fund 4
Dai-Ichi Life Insurance Company, Ltd 4
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 4
WestEnd Advisors, LLC 4
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 4
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 4
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 4
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 4
Henderson Global Funds 4
VCIEX - VALIC Co I - International Equities Index Fund 4
Pimco Dynamic Credit & Mortgage Income Fund 4
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 4
Fruth Investment Management 4
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 4
Point72 Europe (London) LLP 4
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 4
Dreyfus High Yield Strategies Fund 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 4
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 4
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 4
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
Franklin Street Advisors Inc /nc 4
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 4
Usca All Terrain Fund 4
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 4
Shoker Investment Counsel, Inc. 4
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 4
AUERX - Unified Series Trust - Auer Growth Fund 4
Haafor (Singapore) Pte. Ltd. 4
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 4
RQSI Ltd 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 4
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 4
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
B. Riley Financial, Inc. 4
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 4
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 4
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 4
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 4
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 4
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 4
First American Bank 4
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 4
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 4
Tekla World Healthcare Fund 4
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 4
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 4
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 4
TCTC Holdings, LLC 4
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 4
Himco Variable Insurance Trust 4
Blackrock Health Sciences Trust 4
Great Lakes Retirement, Inc. 4
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 4
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 4
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 4
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 4
Oppenheimer Global Strategic Income Fund 4
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 4
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 4
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 4
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 4
Stance Capital Llc 4
Cornerstone Strategic Value Fund Inc 4
Mascagni Wealth Management, Inc. 4
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 4
WESPAC Advisors, LLC 4
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 4
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 4
Securian Funds Trust - SFT Index 500 Fund Class 1 4
Intrua Financial, LLC 4
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 4
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 4
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 4
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 4
Rockbridge Investment Management, LCC 4
Sugarloaf Wealth Management, LLC 4
Pinnacle Bancorp, Inc. 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 4
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 4
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 4
SMITH HAYES Advisers, Inc 4
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 4
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 4
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 4
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 4
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 4
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 4
Turner Funds 4
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 4
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 4
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 4
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 4
Campbell Newman Asset Management Inc 4
Tcw Strategic Income Fund Inc 4
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 4
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 4
Morgan Stanley Income Securities Inc 4
Marble Harbor Investment Counsel, LLC 4
Keel Point, LLC 4
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 4
Mawer Investment Management Ltd. 4
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 4
Wealth Preservation Advisors, LLC 4
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 4
Sumit Capital, Llc 4
Strategy Asset Managers Llc 4
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 4
Cion Ares Diversified Credit Fund 4
Cognios Capital, LLC 4
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 4
Fiduciary/claymore Mlp Opportunity Fund 4
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
Spdr S&p 500 Etf Trust 4
Tealwood Asset Management Inc 4
Kayne Anderson Energy Total Return Fund, Inc. 4
Cutler Capital Management, LLC 4
Kayne Anderson Midstream/energy Fund, Inc. 4
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 4
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 4
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 4
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 4
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 4
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 4
Equitable Holdings, Inc. 4
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 4
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 4
Nichols Asset Management LLC 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 4
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 4
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 4
Advanced Investment Partners, LLC 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
Wells Fargo Multi-sector Income Fund 4
Cullinan Associates Inc 4
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 4
Stokes Family Office, LLC 4
Exane Asset Management 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 4
Jana Partners Llc 4
Legacy Private Trust Co. 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
Clearbridge Energy Mlp Opportunity Fund Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 4
Onefund, Llc 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 4
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 4
Henssler Funds Inc 4
Intercontinental Wealth Advisors, LLC 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 4
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 4
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 4
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 4
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 4
Total Investment Management Inc 4
Occidental Asset Management, LLC 4
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 4
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 4
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 4
NOIGX - Northern Funds - Northern International Equity Fund 4
MADDEN SECURITIES Corp 4
Manchester Financial Inc 4
Fdp Series, Inc. 4
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 4
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 4
Bank Of The West 4
GFG Capital, LLC 4
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 4
Armbruster Capital Management, Inc. 4
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 4
Bell Bank 4
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 4
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 4
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 4
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 4
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 4
Global Thematic Partners, LLC 4
Bright Rock Capital Management, Llc 4
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 4
Lbmc Investment Advisors, Llc 4
Oppenheimer Global Multi-asset Growth Fund 4
Camden Capital, LLC 4
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 4
Boys Arnold & Co Inc 4
Insight Folios Inc 4
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 4
OmniStar Financial Group, Inc. 4
Symons Capital Management Inc 4
Advent/claymore Enhanced Growth & Income Fund 4
Advent Claymore Convertible Securities & Income Fund Ii 4
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 4
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 4
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 4
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 4
Resona Asset Management Co.,Ltd. 4
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 4
Boston Financial Mangement Llc 4
Verde Servicos Internacionais S.A. 4
Azimuth Capital Management LLC 4
Trust Asset Management LLC 4
Oppenheimer Corporate Bond Fund 4
NOIEX - Northern Funds - Northern Income Equity Fund 4
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
Garrett Wealth Advisory Group, LLC 4
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 4
Knightsbridge Asset Management, Llc 4
Marshwinds Advisory Co 4
Daiwa SB Investments Ltd. 4
Mpwm Advisory Solutions, Llc 4
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 4
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 4
First Merchants Corp 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 4
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 4
CHICAGO TRUST Co NA 4
Pegasus Partners Ltd. 4
West Bancorporation Inc 4
Centennial Bank/AR/ 4
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 4
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4
Patton Albertson Miller Group, Llc 4
Summit Wealth Group, LLC 4
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 4
Amarillo National Bank 4
Thor Advisors, Llc 4
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 4
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 4
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 4
Kelly Financial Services LLC 4
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 4
Global X Japan Co., Ltd. 4
Sepio Capital, LP 4
FrontFour Capital Group LLC 4
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 4
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 4
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 4
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 4
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 4
Van Den Berg Management I, Inc 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 4
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 4
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 4
St Germain D J Co Inc 4
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 4
Periscope Capital Inc. 4
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 4
Hirtle Callaghan & Co LLC 4
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 4
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 4
Tortoise Capital Advisors, L.l.c. 4
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 4
Silphium Asset Management Ltd 4
Amplify ETF Trust - Amplify AI Powered Equity ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
Institutional Investment Strategy Fund 4
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 4
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 4
Gladstone Institutional Advisory LLC 4
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 4
Sii Investments Inc/wi 4
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 4
ROIS - Lattice Strategies Trust - Hartford Multifactor International Small Company ETF 4
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 4
Cpwm, Llc 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 4
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 4
Nova Wealth Management, Inc. 4
CPI - IndexIQ ETF Trust - IQ Real Return ETF 4
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 4
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 4
Beacon Financial Group 4
Mowery & Schoenfeld Wealth Management, LLC 4
Palo Capital, Inc. 4
Nkcfo Llc 4
Cantor Fitzgerald, L. P. 4
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 4
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
Q Global Advisors, LLC 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 4
Strategic Wealth Advisors Group, LLC 4
Northwest Quadrant Wealth Management, LLC 4
Mediolanum International Funds Ltd 4
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 4
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 4
Handelsinvest Investeringsforvaltning 4
Hanlon Investment Management, Inc. 4
Coastline Trust Co 4
Diversify Advisory Services, LLC 4
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
Marathon Partners Equity Management, LLC 4
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 4
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 4
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 4
Ironwood Investment Management Llc 4
Emerald Investment Partners, Llc 4
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 4
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 4
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 4
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
Adams Asset Advisors, LLC 4
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 4
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 4
AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A 4
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 4
Bard Associates Inc 4
Vestor Capital, Llc 4
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 4
NOINX - Northern Funds - Northern International Equity Index Fund 4
Natixis ETF Trust - Natixis Gateway Quality Income ETF 4
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF 4
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 4
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 4
Summit X, LLC 4
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 4
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 4
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 4
Voisard Asset Management Group, Inc. 4
Provenance Wealth Advisors, LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 4
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 4
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 4
Evolution Wealth Advisors, LLC 4
Auxier Asset Management 4
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 4
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 4
Oracle Alpha Inc. 4
HGC Investment Management Inc. 4
Reynders McVeigh Capital Management, LLC 4
Aspect Partners, LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 4
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 4
IFS Advisors, LLC 4
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 4
NOSIX - Northern Funds - Northern Stock Index Fund 4
Fs Multi-alternative Income Fund 4
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 4
MTM Investment Management, LLC 4
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 4
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 4
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 4
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 4
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 4
Degroof Petercam Asset Management 4
Goldman Sachs Asset Management, L.p. 4
Legacy Financial Group LLC 4
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 4
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 4
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 4
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 4
GoalVest Advisory LLC 4
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 4
Butensky & Cohen Financial Security, Inc 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
Douglas C. Lane & Associates, Inc. 4
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 4
Moab Capital Partners LLC 4
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 4
McClarren Financial Advisors, Inc. 4
King Wealth 4
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 4
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 4
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 4
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 4
FTABX - FIDELITY SALEM STREET TRUST - Fidelity Tax-Free Bond Fund 4
McCarthy Asset Management, Inc. 4
American Beacon Advisors, Inc. 4
Catamount Wealth Management 4
Clear Perspectives Financial Planning, LLC 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 4
Symmetry Peak Management Llc 4
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 4
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 4
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 4
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 4
TriaGen Wealth Management LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 4
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 4
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 4
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 4
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 4
Mizuho Markets Americas Llc 4
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 4
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 4
E Fund Management Co., Ltd. 4
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 4
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 4
Kesler, Norman & Wride, LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 4
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 4
AQINX - AQR Funds - AQR International Equity Fund Class N 4
Ntv Asset Management Llc 4
Zuckerman Investment Group, LLC 4
Aaron Wealth Advisors LLC 4
ICICI Prudential Asset Management Co Ltd 4
Oak Ridge Investments Llc 4
CBIZ Investment Advisory Services, LLC 4
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 4
RWM Asset Management, LLC 4
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 4
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
AJOVista, LLC 4
Symmetry Investments LP 4
Leverage Partners Absolute Return Fund SPC 4
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 4
Hara Capital LLC 4
SeaBridge Investment Advisors LLC 4
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 4
Hays Advisory Llc 4
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 4
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 4
Allianzgi Equity & Convertible Income Fund 4
One Capital Management, LLC 4
Enterprise Trust & Investment Co 4
Kohlberg Kravis Roberts & Co. L.P. 4
Boussard & Gavaudan Investment Management LLP 4
Pinnacle Wealth Management Advisory Group, LLC 4
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 4
Nbw Capital Llc 4
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 4
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
Custom Index Systems, Llc 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 4
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 4
Mountain Capital Investment Advisors, Inc 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
Segment Wealth Management, LLC 4
CFS Investment Advisory Services, LLC 4
SFE Investment Counsel 4
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 4
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 4
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 4
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 4
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 4
40 North Management LLC 4
Steadfast Capital Management Lp 4
Axiom International Investors Llc /de 4
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
Roubaix Capital, LLC 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
Kms Financial Services, Inc 4
Factory Mutual Insurance Co 4
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 4
TrueMark Investments, LLC 4
BKM Wealth Management, LLC 4
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 4
Financial Perspectives, Inc 4
First Foundation Advisors 4
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 4
SMRI - EA Series Trust - Bushido Capital US Equity ETF 4
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 4
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 4
Mach-1 Financial Group, Inc. 4
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 4
Capital World Growth & Income Fund 4
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 4
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 4
Chesley Taft & Associates LLC 4
Marshall & Sterling Wealth Advisors Inc. 4
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 4
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 4
Banque Transatlantique SA 4
Distillate Capital Partners LLC 4
Madison Investment Holdings Inc 4
Synergy Financial Management, LLC 4
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 4
Claar Advisors LLC 4
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 4
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 4
Legacy Capital Wealth Partners, LLC 4
Patton Fund Management, Inc. 4
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 4
Revisor Wealth Management LLC 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 4
Knollwood Investment Advisory, LLC 4
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 4
Charter Trust Co 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 4
Viking Global Investors Lp 4
Lyon Street Capital, LLC 4
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio 4
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 4
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 4
New York Life Investments Alternatives 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 4
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 4
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 4
Gables Capital Management Inc. 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 4
Punch & Associates Investment Management, Inc. 4
First Wilshire Securities Management Inc 4
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 4
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 4
InterOcean Capital Group, LLC 4
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 4
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 4
Antonetti Capital Management LLC 4
F/M Investments LLC 4
Castellan Group, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 4
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 4
Boreal Capital Management LLC 4
Groupe la Francaise 4
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 4
Groesbeck Investment Management Corp /nj/ 3
Taylor, Cottrill LLC 3
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 3
Bangor Savings Bank 3
America First Investment Advisors, LLC 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
Ninety One SA (PTY) Ltd 3
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 3
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 3
Caldwell & Orkin Inc 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
Ncm Capital Management Group Inc 3
Briaud Financial Planning, Inc 3
Cfm Wealth Partners Llc 3
MBE Wealth Management, LLC 3
Cairn Investment Group, Inc. 3
Scoria Capital Partners LP 3
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
Tobias Financial Advisors, Inc. 3
440 Investment Group, Llc 3
Howard Wealth Management, Llc 3
Red Cedar Investment Management, Llc 3
Atala Financial Inc 3
Antipodean Advisors LLC 3
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 3
Lomas Capital Management, LLC 3
Aviance Capital Partners, LLC 3
Matthew Goff Investment Advisor, LLC 3
Johnson Financial Group, LLC 3
Hummer Financial Advisory Services Inc 3
Rowland Carmichael Advisors Inc /adv 3
AMJ Financial Wealth Management 3
North Capital, Inc. 3
Atlas Private Wealth Management 3
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 3
Mine & Arao Wealth Creation & Management, LLC. 3
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 3
Governors Lane LP 3
Anfield Capital Management, LLC 3
Uniplan Investment Counsel, Inc. 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
Lloyd Advisory Services, LLC. 3
Wealth Alliance 3
JSF Financial, LLC 3
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
L2 Asset Management, LLC 3
Integral Health Asset Management, LLC 3
TAMRO Capital Partners LLC 3
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 3
Parcion Private Wealth LLC 3
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 3
Demars Financial Group, LLC 3
O'Brien Greene & Co. Inc 3
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
Founders Capital Management 3
Brenner West Capital Advisors, LLC 3
Aberdeen Wealth Management LLC 3
Investment Research & Advisory Group, Inc. 3
Iron Triangle Partners LP 3
Appian Way Asset Management LP 3
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 3
Sprott Inc. 3
Bbr Partners, Llc 3
Asio Capital, LLC 3
N.E.W. Advisory Services LLC 3
Mcdaniel Terry & Co 3
Heritage Trust Co 3
TAX - EA Series Trust - Cambria Tax Aware ETF 3
Fulcrum Equity Management 3
Beaconlight Capital, Llc 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
Hohimer Wealth Management, Llc 3
Mission Creek Capital Partners, Inc. 3
Camden Asset Management L P /ca 3
Shaker Investments Llc/oh 3
Laidlaw Wealth Management LLC 3
Waterstone Capital Management, L.P. 3
Chicago Capital, LLC 3
Perry Creek Capital Lp 3
Lionsbridge Wealth Management LLC 3
Trellus Management Company, LLC 3
Planning Directions Inc 3
Cypress Capital Management Llc 3
IMG Wealth Management, Inc. 3
Elmwood Wealth Management, Inc. 3
Vertex One Asset Management Inc. 3
Stephenson National Bank & Trust 3
Edmond de Rothschild (Europe) 3
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 3
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 3
Quantum Capital Management, LLC / NJ 3
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard 3
Oppenheimer Integrity Funds 3
Generali Asset Management SPA SGR 3
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 3
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 3
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 3
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 3
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 3
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A 3
Sonic Fund II, L.P. 3
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 3
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 3
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 3
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 3
RMR Wealth Builders 3
Advanced Series Trust - Ast International Value Portfolio 3
Filbrandt Wealth Management, LLC 3
Flagship Wealth Advisors, Llc 3
Tower Bridge Advisors 3
American Money Management, LLC 3
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 3
Israel Discount Bank Of New York /gfn 3
SVA Wealth Management, LLC 3
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 3
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 3
Akanthos Capital Management Llc 3
MJT & Associates Financial Advisory Group, Inc. 3
Liberty One Investment Management, Llc 3
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 3
Scepter Holdings, Inc. 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
Courage Capital Management Llc 3
Clough Capital Partners L P 3
Graypoint LLC 3
Galaxy Capital Trading Ltd 3
First Allied Asset Management, Inc. 3
LMR Master Fund Ltd 3
Allianz Global Investors U.S. LLC 3
Signet Management Usa, Llc 3
Peninsula Asset Management Inc 3
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 3
Integrity Alliance, Llc. 3
Veracity Capital LLC 3
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 3
Anandar Capital Management LP 3
LifePlan Financial Group, Inc 3
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 3
Davis Capital Management 3
Miura Global Management, LLC 3
Permian Investment Partners, LP 3
Flaharty Asset Management, LLC 3
Bridgeworth, LLC 3
Jackson Square Capital, Llc 3
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 3
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 3
Aegon Asset Management Uk Plc 3
MCHFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA FUND Investor Class Shares 3
Cypress Wealth Advisors LLC 3
FirstMerit Bank N A Trustee 3
Lodge Hill Capital, LLC 3
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 3
Greenwich Investment Management, Inc. 3
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 3
Rossmore Private Capital 3
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 3
Cunning Capital Partners, LP 3
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 3
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 3
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 3
Reitz Capital Advisors LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 3
Meru Capital Group, LP 3
Newbrook Capital Advisors LP 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 3
Crowley Wealth Management, Inc. 3
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 3
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 3
Gratia Capital, Llc 3
Appaloosa Lp 3
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 3
Corrado Advisors, Llc 3
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
ADSRX - Advisors' Inner Circle Fund III - Aperture Discover Equity Fund Class X Shares 3
Cedar Wealth Management, LLC 3
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
Capital Insight Partners, Llc 3
PPM Funds - PPM Long Short Credit Fund (Inst) 3
BlackRock Health Sciences Trust II 3
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 3
Fir Tree Capital Management Lp 3
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 3
Castle Hook Partners LP 3
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class 3
CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class 3
Godshalk Welsh Capital Management, Inc. 3
Core Alternative Capital 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
Cavalier Investments, LLC 3
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
EICVX - FundVantage Trust - EIC Value Fund Class A 3
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 3
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 3
Carnegie Capital Asset Management, LLC 3
IFC Holdings Incorporated/FL 3
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 3
Cornerstone Wealth Group, LLC 3
Confluence Investment Management Llc 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 3
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 3
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 3
Zions Trust, National Association 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 3
Advisors' Inner Circle Fund - Loomis Sayles Full Discretion Institutional Securitized Fund Institutional Class Shares 3
Dominick & Dominick LLC 3
ZEOIX - Northern Lights Fund Trust - Zeo Short Duration Income Fund Class I 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
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 3
Clarius Group, LLC 3
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 3
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 3
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class 3
Nicolet Advisory Services, Llc 3
Canandaigua National Corp 3
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 3
Madden Advisory Services, Inc. 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
Parthenon Llc 3
Gamble Jones Investment Counsel 3
Adams Hall Wealth Advisors, LLC 3
Li Winifred I 3
Gruber & Mcbaine Capital Management Llc 3
Waddell & Associates, Llc 3
Camden National Bank 3
Nippon Life Global Investors Americas, Inc. 3
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 3
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 3
Cleary Gull Holdings Inc. 3
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 3
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 3
Ardevora Asset Management LLP 3
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 3
BARING ASSET MANAGEMENT Ltd 3
Barbara Oil Co. 3
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 3
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
American Financial Group Inc 3
Bristlecone Advisors, LLC 3
VestGen Advisors, LLC 3
WMS Partners, LLC 3
WFA of San Diego, LLC 3
Financial Engines Advisors L.L.C. 3
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 3
Taylor, Cottrill, Erickson & Associates, Inc. 3
Eaton Vance Enhanced Equity Income Fund Ii 3
Godsey & Gibb Associates 3
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 3
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 3
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 3
FCA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust China AlphaDEX Fund 3
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 3
Advisor OS, LLC 3
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 3
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 3
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 3
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
Penseco Financial Services Corp 3
Capital Income Builder 3
Raab & Moskowitz Asset Management LLC 3
Beach Investment Counsel Inc/pa 3
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 3
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 3
Aster Investment Management Co Inc 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 3
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 3
Douglas Lane & Associates, LLC 3
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 3
Cobblestone Capital Advisors Llc /ny/ 3
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 3
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 3
Principal Street Partners, LLC 3
First National Bank Sioux Falls 3
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 3
Burleson & Company, LLC 3
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 3
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund 3
Integrated Quantitative Investments LLC 3
Allianz Se 3
Holloway Wealth Management, LLC 3
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 3
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 3
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 3
JBJ Investment Partners, LLC 3
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 3
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 3
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 3
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 3
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 3
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 3
First Pacific Financial 3
Aspiriant, Llc 3
Bernard Wealth Management Corp. 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
Ten Capital Wealth Advisors, LLC 3
Bnc Wealth Management, Llc 3
Jeppson Wealth Management, Llc 3
BOK Financial Private Wealth, Inc. 3
Eaton Vance Tax Advantaged Dividend Income Fund 3
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 3
Redwood Park Advisors LLC 3
BlackRock Capital Allocation Trust 3
Financial Life Planners 3
Tower Square Investment Management, Llc 3
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 3
Kiltearn Partners LLP 3
Holderness Investments Co 3
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 3
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 3
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 3
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 3
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 3
Oak Harvest Investment Services 3
Grisanti Capital Management LLC 3
Kinloch Capital, LLC 3
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 3
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 3
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 3
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 3
Baxter Bros Inc 3
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 3
Capstone Triton Financial Group, LLC 3
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 3
Todd Asset Management Llc 3
Vaughan David Investments Inc/il 3
Hayden Royal, Llc 3
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 3
Rowland & Co Investment Counsel/adv 3
Future Financial Wealth Managment LLC 3
Peak Financial Advisors Llc 3
Syverson Strege & Co 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 3
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 3
Baker Tilly Financial, Llc 3
Latitude Advisors, LLC 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 3
CM Management, LLC 3
Matrix Trust Co 3
Cypress Point Wealth Management, LLC 3
Golden State Equity Partners 3
OneAscent Wealth Management LLC 3
Employers Holdings, Inc. 3
Lumature Wealth Partners, LLC 3
Shilanski & Associates, Inc. 3
Sound View Wealth Advisors Group, LLC 3
American Beacon Sound Point Enhanced Income Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 3
Edmonds Duncan Registered Investment Advisors, LLC 3
Cerro Pacific Wealth Advisors LLC 3
Insight Advisors, LLC/ PA 3
Perpetual Investment Management Ltd 3
Cannon Global Investment Management, LLC 3
Bellevue Asset Management AG 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
Smith Shellnut Wilson Llc /adv 3
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 3
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 3
Carmignac Gestion 3
TCG Advisory Services, LLC 3
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 3
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 3
True Link Financial Advisors, LLC 3
Woodward Diversified Capital, Llc 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 3
Hurlow Wealth Management Group, Inc. 3
Heron Bay Capital Management 3
Essex Savings Bank 3
Edge Asset Management, Inc 3
Longboard Asset Management, LP 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 3
ULTRA SERIES FUND - High Income Fund Class I 3
HN Saltoro Capital, LP 3
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 3
London Co Of Virginia 3
VICE - AdvisorShares Trust - AdvisorShares Vice ETF 3
Retirement Group, LLC 3
InTrack Investment Management Inc 3
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 3
FUKOKU MUTUAL LIFE INSURANCE Co 3
Wealth Management Associates, Inc. 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
First Eagle Credit Opportunities Fund 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
Oracle Investment Management Inc 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
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 3
Bleichroeder LP 3
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 3
Patron Partners Advisors, Llc 3
44 Wealth Management Llc 3
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 3
Investment Management Associates Inc /adv 3
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 3
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 3
Kendall Capital Management 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 3
Systematic Alpha Investments, LLC 3
Piscataqua Savings Bank 3
PARK CIRCLE Co 3
Oneamerica Funds Inc 3
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 3
Condor Capital Management 3
Signature Estate & Investment Advisors Llc 3
Birinyi Associates Inc 3
Chesapeake Asset Management Llc 3
Innovative Portfolios 3
Cooke & Bieler Lp 3
Hudson Portfolio Management LLC 3
EFG Asset Management (Americas) Corp. 3
First Niagara Bank 3
Koss-Olinger Consulting, LLC 3
Gitterman Wealth Management, LLC 3
Courier Capital Llc 3
Grandview Asset Management LLC 3
Investment Management Of Virginia Llc 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 3
Tectonic Advisors Llc 3
CSM Advisors, LLC 3
Roundview Capital LLC 3
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 3
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 3
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 3
Budros, Ruhlin & Roe, Inc. 3
Feis Lawrence Michael 3
Crestwood Capital Management, L.P. 3
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
Stone House Investment Management, LLC 3
Poplar Forest Capital LLC 3
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 3
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 3
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 3
Triumph Capital Management 3
Pinnacle Wealth Advisors 3
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 3
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 3
Jamison Eaton & Wood Inc /nj 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
Argent Trust Co 3
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 3
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 3
Howard Capital Management Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 3
NSI Retail Advisors, LLC 3
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF 3
Foundation Asset Management, LP 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
Pergamon Offshore Advisors, L.P. 3
Frontier Investment Mgmt Co 3
Tavio Capital LLC 3
Skba Capital Management Llc 3
Oak Associates Ltd /oh/ 3
Stack Financial Management, Inc 3
Profunds - Profund Vp Large-cap Growth 3
Profunds - Profund Vp Consumer Services 3
Columbia Asset Management 3
Snow Capital Management Lp 3
Kohmann Bosshard Financial Services, LLC 3
Equity Investment Corp 3
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 3
One68 Global Capital, LLC 3
Ronald Blue & Co Llc 3
Leonard Green & Partners, L.P. 3
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 3
Carderock Capital Management Inc 3
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 3
Ag2r La Mondiale Gestion D'actifs 3
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 3
Genesee Valley Trust Co 3
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 3
Weber Alan W 3
Private Capital Management Inc 3
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 3
EMG Holdings, L.P. 3
Sirios Capital Management L P 3
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
JB Capital LLC 3
KEMQ - Krane Shares Trust - KraneShares Emerging Markets Consumer Technology Index ETF 3
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 3
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 3
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 3
Foster Dykema Cabot & Co Inc/ma 3
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 3
Farr Miller & Washington Llc/dc 3
SYG - SSGA Active Trust - SPDR MFS Systematic Growth Equity ETF 3
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
Columbia Funds Variable Insurance Trust I 3
Sfmg, Llc 3
Raiff Partners Inc 3
Benson Investment Management Company, Inc. 3
USVT - Ultimus Managers Trust - US VALUE ETF 3
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 3
East Coast Asset Management, LLC. 3
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 3
Mcmillion Capital Management Inc 3
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 3
Wayfinding Financial, LLC 3
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 3
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 3
DGS Capital Management, LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 3
Capital International Sarl 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
Norway Savings Bank 3
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 3
Goodman Advisory Group, LLC 3
Ignite Planners, LLC 3
Missouri Trust & Investment Co 3
Angeles Investment Advisors, LLC 3
Fsb Premier Wealth Management, Inc. 3
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 3
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 3
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 3
Sterne Agee Group, Inc. 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
Winmill & Co. Inc 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Granahan Investment Management Inc/ma 3
Dixon Hubard Feinour & Brown Inc/va 3
Aware Super Pty Ltd as trustee of Aware Super 3
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 3
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 3
China Universal Asset Management Co., Ltd. 3
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 3
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 3
Archon Partners LLC 3
Altavista Wealth Management, Inc. 3
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
Kenfarb & Co. 3
Pavadi Capital LLC 3
Aureus Asset Management, LLC 3
Operose Advisors LLC 3
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 3
GKV Capital Management Co., Inc. 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
Serengeti Asset Management LP 3
Redmont Wealth Advisors Llc 3
Foyston, Gordon, & Payne Inc 3
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 3
Artha Asset Management LLC 3
James Reed Financial Services, Inc. 3
Divisadero Street Capital Management, LP 3
Wahed Invest LLC 3
Alydar Partners Llc 3
Cambridge Financial Group, Inc. 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
Zullo Investment Group, Inc. 3
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 3
First Community Trust Na 3
Eagle Rock Investment Company, Llc 3
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 3
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 3
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 3
Greenwood Gearhart Inc 3
Manikay Partners, LLC 3
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 3
Raiffeisen Bank International AG 3
Notis-McConarty Edward 3
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 3
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A 3
Gw Capital Inc 3
Altfest L J & Co Inc 3
Siena Capital Llc 3
Oaktree Diversified Income Fund Inc. 3
Arbor Wealth Management, LLC 3
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 3
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 3
Clearwater Capital Advisors, LLC 3
Somerville Kurt F 3
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 3
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 3
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 3
AGF Investments America Inc. 3
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 3
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 3
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 3
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 3
Bessemer Securities Llc 3
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 3
CVAR - ETF Opportunities Trust - Cultivar ETF 3
Traynor Capital Management, Inc. 3
Meyer Handelman Co 3
QVT Financial LP 3
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 3
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 3
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
Cloverdale Capital Management, LLC 3
Corvex Management LP 3
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 3
Bellecapital International Ltd. 3
Paragon Private Wealth Management, LLC 3
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 3
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 3
Provence Wealth Management Group 3
Retireful, LLC 3
Country Club Bank /gfn 3
Fund Management at Engine No. 1 LLC 3
Worth Asset Management, LLC 3
Cbre Clarion Securities Llc 3
Athena Investment Management 3
Donald Smith & Co., Inc. 3
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 3
Redwood Capital Management, Llc 3
Hourglass Capital, Llc 3
Spartan Fund Management Inc. 3
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 3
L.m. Kohn & Company 3
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 3
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
Somerset Trust Co 3
Burgundy Asset Management Ltd. 3
Continental Investors Services, Inc. 3
Rikoon Group, LLC 3
FLP Wealth Management, LLC 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 3
Private Capital Management, LLC 3
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 3
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 3
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 3
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 3
Nuveen Mortgage Opportunity Term Fund 3
Retirement Guys Formula Llc 3
Maseco Llp 3
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 3
Senzar Asset Management, Llc 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
Transatlantique Private Wealth Llc 3
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 3
EdgeRock Capital LLC 3
Tevis Investment Management 3
Capital International Inc /ca/ 3
Elk Creek Partners, LLC 3
Eventide Asset Management, Llc 3
Augustine Asset Management Inc 3
WCG Wealth Advisors LLC 3
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 3
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 3
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 3
Masters Capital Management Llc 3
PIMCO FUNDS - PIMCO Sector Fund Series - I 3
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 3
Coston, McIsaac & Partners 3
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 3
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 3
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 3
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
Ashford Capital Management Inc 3
Gilder Gagnon Howe & Co Llc 3
Exos TFP Holdings LLC 3
Summit Financial Wealth Advisors, LLC 3
Mitchell Mcleod Pugh & Williams Inc 3
Shapiro Capital Management Llc 3
Sea Otter Advisors LLC 3
Drive Wealth Management, Llc 3
Cadian Capital Management, Lp 3
Biltmore Wealth Management, LLC 3
Williams Jones Wealth Management, LLC. 3
KDIV - Krane Shares Trust - KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 3
Platinum Investment Management Ltd 3
Willow Creek Wealth Management Inc. 3
Quad Capital Management Advisors LLC 3
Balboa Wealth Partners 3
General Partner, Inc. 3
Fund 1 Investments, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 3
West Family Investments, Inc. 3
Global Wealth Strategies & Associates 3
Trifecta Capital Advisors, LLC 3
Paradigm Capital Management Inc/ny 3
Dfa Investment Trust Co - The Emerging Markets Series 3
Schear Investment Advisers, LLC 3
Icon Wealth Advisors, LLC 3
John G Ullman & Associates Inc 3
Starfire Investment Advisers, Inc. 3
Redwood Wealth Management Group, LLC 3
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 3
Vertex Planning Partners, LLC 3
Richard W. Paul & Associates, LLC 3
FourThought Financial Partners, LLC 3
HF Advisory Group, LLC 3
Paulson Wealth Management Inc. 3
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF 3
Alliance Wealth Advisors, LLC /UT 3
Tekla Capital Management LLC 3
Columbus Macro, LLC 3
AM Squared Ltd 3
Ckw Financial Group 3
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 3
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 3
Yellowstone Partners, LLC 3
Ilmarinen Mutual Pension Insurance Co 3
Nicholas Hoffman & Company, LLC. 3
Town & Country Bank & Trust CO dba First Bankers Trust CO 3
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 3
LMG Wealth Partners, LLC 3
Strategic Investment Solutions, Inc. /IL 3
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 3
Cascade Investment Advisors, Inc. 3
Credit Industriel Et Commercial 3
Dodge & Cox 3
Primecap Management Co/ca/ 3
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3
Gateway Wealth Partners, LLC 3
Silverlake Wealth Management Llc 3
Ruedi Wealth Management, Inc. 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
Bristol Gate Capital Partners Inc. 3
Portman Square Capital LLP 3
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 3
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 3
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 3
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 3
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 3
Milestone Investment Advisors LLC 3
Claymore Exchange-traded Fund Trust 2 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
Comerica Securities Inc 3
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 3
Harvest Capital Strategies LLC 3
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 3
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 3
RVRB - ADVISORS SERIES TRUST - Reverb ETF 3
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 3
Northeast Financial Consultants Inc 3
Authentikos Wealth Advisory, LLC 3
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 3
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 3
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 3
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 3
Capital Investment Counsel, Inc 3
Stratton Management Co 3
Canoe Financial LP 3
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 3
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 3
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 3
Cornerstone Management, Inc. 3
Nilsine Partners, LLC 3
Inverness Investment Group, LLC 3
Bankers Trust Co 3
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 3
Swedbank 3
Frank, Rimerman Advisors LLC 3
Imprint Wealth LLC 3
National Wealth Management Group, LLC 3
VVIRX - Voya Separate Portfolios Trust - Voya VACS Series SC Fund 3
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 3
Covenant Multifamily Offices, LLC 3
D. E. Shaw & Co, L.p. 3
Rock Springs Capital Management LP 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 3
Oppenheimer Capital Income Fund 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
Abn Amro Investment Solutions 3
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 3
Kennedy Investment Group 3
Archipel Asset Management AB 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 3
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 3
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 3
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 3
Roystone Capital Management LP 3
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
Cherry Tree Wealth Management, LLC 3
Kingswood Wealth Advisors, Llc 3
Genus Capital Management Inc. 3
Invesco, Llc 3
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 3
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 3
Redmile Group, LLC 3
Union Savings Bank 3
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 3
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 3
VCFAX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class A 3
Yacktman Asset Management Lp 3
American National Insurance Co /tx/ 3
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 3
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 3
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 3
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 3
DecisionPoint Financial, LLC 3
Gibbs Wealth Management 3
Harbert Fund Advisors, Inc. 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 3
Shannon River Fund Management LLC 3
Kentucky Trust Co 3
GPOW - Goldman Sachs ETF Trust - Goldman Sachs North American Pipelines & Power Equity ETF 3
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 3
Tiaa Trust, National Association 3
Peoples Bank/KS 3
Buck Wealth Strategies, LLC 3
Lone Pine Capital Llc 3
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 3
Buckingham Capital Management, Inc. 3
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 3
Banyan Partners, LLC 3
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 3
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 3
PFS Partners, LLC 3
American National Registered Investment Advisor, Inc. 3
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 3
Bridger Management, Llc 3
Brown Capital Management Llc 3
Pacific Grove Capital LP 3
Premier Path Wealth Partners, LLC 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
Arbiter Partners Capital Management LLC 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
Jacobus Wealth Management, Inc. 3
Philip James Wealth Mangement, LLC 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
GMOIX - GMO TRUST - GMO International Equity Fund Class III 3
Naples Money Management LLC 3
Significant Wealth Partners LLC 3
Cetera Trust Company, N.A 3
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 3
Gilliland Jeter Wealth Management LLC 3
Perimeter Capital Partners, LLC 3
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 3
Signature Resources Capital Management, LLC 3
Community Bank System, Inc. 3
Northwest Financial Advisors 3
Kensico Capital Management Corp 3
NDVR, Inc. 3
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 3
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 3
KAMES CAPITAL management Ltd 3
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 3
NewFocus Financial Group, LLC 3
Chesapeake Capital Corp /il/ 3
Pacific Ridge Capital Partners, LLC 3
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 3
Catalytic Wealth RIA, LLC 3
Alpine Partners USVI, LLC 3
Adamant Biomedical Investments AG 3
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 3
Signal Advisors Wealth, LLC 3
Lehman Financial Resources, Inc. 3
First Trust Investment Solutions L.P. 3
Vermillion & White Wealth Management Group, LLC 3
Williamson Legacy Group, LLC 3
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 3
Dynamic Wealth Strategies, LLC 3
Measured Risk Portfolios, Inc. 3
Modern Wealth Management, LLC 3
Caitlin John, LLC 3
Zega Financial, LLC 3
Vantage Investment Partners, LLC 3
LM Advisors LLC 3
Tema Etfs Llc 3
Planning Capital Management Corp 3
QSV Equity Investors LLC 3
Quadcap Wealth Management, LLC 3
FJ Investments, LLC 3
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 3
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 3
RiverFront Investment Group, LLC 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 3
Vima Llc 3
Sivia Capital Partners, LLC 3
Hikari Tsushin, Inc. 3
Proathlete Wealth Management Llc 3
Adirondack Funds 3
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 3
DSC Advisors, L.P. 3
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 3
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 3
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I 3
VMAX - Lattice Strategies Trust - Hartford US Value ETF 3
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 3
Pineridge Advisors LLC 3
Mizuho Securities Co. Ltd. 3
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 3
Third Avenue Management Llc 3
HighTower Trust Services, LTA 3
Leo Wealth, LLC 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 3
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 3
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 3
Sigma Capital Management Llc 3
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 3
Financial Synergies Wealth Advisors, Inc. 3
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 3
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 3
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 3
Triad Wealth Partners, LLC 3
Cobalt Capital Management, Inc. 3
Focus Financial Network, Inc. 3
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 3
Nwam Llc 3
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 3
Gyroscope Capital Management Group, Llc 3
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 3
Mader & Shannon Wealth Management, Inc. 3
Seeds Investor Llc 3
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares 3
De Lisle Partners LLP 3
Marvin & Palmer Associates Inc 3
Brand Asset Management Group, Inc. 3
Lester Murray Antman dba SimplyRich 3
Moody Aldrich Partners Llc 3
Ballew Advisors, Inc 3
Gen-Wealth Partners Inc 3
Re Advisers Corp 3
CT Financial Advisors LLC 3
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 3
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 3
Centre Asset Management, LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 3
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 3
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 3
SRN Advisors, LLC 3
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 3
Andromeda Capital LLC 3
Indices-Pac Research Corp. 3
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 3
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 3
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 3
Legion Partners Asset Management, LLC 3
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF 3
Diversify Wealth Management, Llc 3
Third Point LLC 3
LionEye Capital Management LLC 3
Drucker Wealth 3.0, LLC 3
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 3
Decade Capital Management Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
Community Bank & Trust, Waco, Texas 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 3
Oasis Management Co Ltd. 3
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 3
Atlantic Investment Management Inc 3
Heritage Wealth Management, Inc. 3
TCW ETF Trust - TCW Flexible Income ETF 3
Paragon Capital Management Inc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 3
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 3
Abc Arbitrage Sa 3
Mattson Financial Services, LLC 3
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 3
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 3
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 3
Community Trust & Investment Co 3
Mainstream Capital Management LLC 3
Mitchell Sinkler & Starr/pa 3
Md Sass Investors Services Inc 3
Taylor Hoffman Capital Management LLC 3
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 3
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 3
Capital Growth Management Lp 3
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 3
Victory Institutional Funds 3
Woodstock Corp 3
Deane Retirement Strategies, Inc. 3
Stone Ridge Trust Iii 3
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 3
Oppenheimer Discovery Mid Cap Growth Fund 3
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 3
Short Duration High Income Portfolio - Short Duration High Income Portfolio 3
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 3
Pure Financial Advisors, Inc. 3
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 3
Perkins Coie Trust Co 3
Meristem Family Wealth, LLC 3
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 3
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 3
BFRNX - Perpetual Americas Funds Trust - Barrow Hanley Floating Rate Fund Institutional Shares 3
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 3
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 3
Western Asset Global High Income Fund Inc. 3
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
Sentinel Variable Products Trust 3
Alpine Bank Wealth Management 3
Epiphany Funds 3
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 3
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 3
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 3
B & T Capital Management DBA Alpha Capital Management 3
Franklin Templeton International Trust 3
Salient Midstream & Mlp Fund 3
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF 3
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 3
Pioneer Floating Rate Trust 3
Western Asset High Yield Defined Opportunity Fund Inc. 3
Virtus Global Multi-sector Income Fund 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 3
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 3
Roxbury Financial LLC 3
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 3
Banced Corp 3
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 3
Gf Fund Management Co. Ltd. 3
Alpine Global Dynamic Dividend Fund 3
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 3
Eagle Capital Appreciation Fund 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 3
Bmc Fund Inc 3
Kayne Anderson Mlp Investment Co 3
Western Asset Middle Market Income Fund Inc. 3
Western Asset Middle Market Debt Fund Inc. 3
Iowa State Bank 3
Kayne Anderson Energy Development Co 3
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 3
Capital City Trust Co/fl 3
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 3
Credit Suisse High Yield Bond Fund 3
Oppenheimer Global High Yield Fund 3
Diversified Real Asset Income Fund 3
Century Capital Management Trust 3
Bmt Investment Funds 3
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 3
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 3
SCIU - Global X Funds - Global X Scientific Beta US ETF 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 3
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
Voss Capital, LLC 3
Credit Suisse Asset Management Income Fund Inc 3
Advantage Advisers Xanthus Fund, L.l.c. 3
Liberty All Star Growth Fund Inc. 3
Dalton Greiner Hartman Maher & Co 3
Foxby Corp. 3
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 3
Liberty All Star Equity Fund 3
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 3
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 3
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 3
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 3
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 3
Staar Investment Trust 3
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 3
Peachtree Investment Advisors, Inc. 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 3
MONTX - MONETTA TRUST - Monetta Fund 3
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 3
Crescent Park Management, L.P. 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
Acap Strategic Fund 3
Tekla Healthcare Investors 3
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 3
Tekla Healthcare Opportunities Fund 3
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 3
Conestoga Capital Advisors, LLC 3
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 3
Western Asset High Income Opportunity Fund Inc. 3
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 3
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 3
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 3
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 3
Decker Retirement Planning Inc. 3
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
Laurel Grove Capital, LLC 3
Pimco Global Stocksplus & Income Fund 3
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 3
Acropolis Investment Management, LLC 3
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 3
Pacholder High Yield Fund Inc 3
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 3
Crow Point Global Dividend Plus Fund 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
Cypress Wealth Services, LLC 3
Pimco Flexible Credit Income Fund 3
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 3
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 3
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 3
Carmichael Hill & Associates, Inc. 3
Keeler THomas Management LLC 3
Buckley Wealth Management, LLC 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
UBP Investment Advisors SA 3
Castle Rock Wealth Management, LLC 3
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 3
Murphy, Middleton, Hinkle & Parker, Inc. 3
Fedenia Advisers LLC 3
Stansberry Asset Management, Llc 3
ICONIQ Capital, LLC 3
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 3
Locust Wood Capital Advisers, Llc 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 3
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 3
James Hambro & Partners 3
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 3
180 Wealth Advisors, Llc 3
Centenus Global Management, Lp 3
Sandbar Asset Management LLP 3
MYDA Advisors LLC 3
Aft, Forsyth & Company, Inc. 3
Blackhawk Capital Partners LLC. 3
RiverGlades Family Offices LLC 3
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 3
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 3
Crabel Capital Management, LLC 3
PDS Planning, Inc 3
Factorial Partners, Llc 3
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 3
Beryl Capital Management LLC 3
Pcm Fund, Inc. 3
Unison Advisors LLC 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 3
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 3
Slow Capital, Inc. 3
McMahon Financial Advisors, LLC 3
Fort Baker Capital Management LP 3
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 3
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 3
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 3
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 3
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 3
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 3
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 3
Neville Rodie & Shaw Inc 3
BCONX - Perpetual Americas Funds Trust - Barrow Hanley Credit Opportunities Fund Institutional Shares 3
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 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
FRFDX - FIRST INVESTORS INCOME FUNDS - First Investors Floating Rate Fund Class A 3
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 3
Catawba Capital Management /va 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
Kinneret Advisory, LLC 3
Mhi Funds, Llc 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
Fort Point Capital Partners LLC 3
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 3
Sabal Trust CO 3
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 3
JGP Wealth Management, LLC 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
Centricity Wealth Management, LLC 3
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 3
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 3
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
Consolidated Investment Group LLC 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
Capital A Wealth Management, LLC 3
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 3
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 3
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 3
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 3
Decatur Capital Management, Inc. 3
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 3
Atlas Brown,Inc. 3
Sturgeon Ventures LLP 3
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 3
Deimos Asset Management LLC 3
Taylor Frigon Capital Management LLC 3
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 3
Sector Gamma As 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
Retirement Wealth Solutions LLC 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 3
DT Investment Partners, LLC 3
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 3
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
Bennicas & Associates, Inc. 3
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 3
Eos Focused Equity Management, L.P. 3
Klingenstein Fields & Co Lp 3
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 3
Merion Investment Management LP 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 3
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 3
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 3
HSBC FUNDS - HSBC Strategic Income Fund Class A 3
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 3
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 3
Luminus Management Llc 3
Providence Wealth Advisors, LLC 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
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 3
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund 3
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 3
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF 3
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 3
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 3
Papp L Roy & Associates 3
StrategIQ Financial Group, LLC 3
Bks Advisors, Llc 3
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 3
LGPIX - Profunds - Large-cap Growth Profund Investor Class 3
Jnl Series Trust - Jnl/s&p Intrinsic Value Fund (a) 3
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 3
SignalPoint Asset Management, LLC 3
Cannell Peter B & Co Inc 3
BankPlus Trust Department 3
KCS Wealth Advisory 3
Blue Rock Advisors, LLC 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
Becker Capital Management Inc 3
Chemung Canal Trust Co 3
Inverness Counsel Llc /ny/ 3
Park Square Financial Group, LLC 3
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
E Six Thirteen, Llc 3
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
HealthCor Management, L.P. 3
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 3
Credit Capital Investments LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 3
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 3
Davy Global Fund Management Ltd 3
Long Focus Capital Management, Llc 3
CG Asset Management LLC 3
Waldron Private Wealth LLC 3
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 3
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 3
Cqs (us), Llc 3
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
American National Bank & Trust Co /va/ 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 3
Jnl Series Trust - Jnl/s&p 4 Fund (a) 3
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 3
OTA Financial Group L.P. 3
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
Connors Investor Services Inc 3
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 3
55i, Llc 3
Landaas & Co /wi /adv 3
Sompo Japan Nipponkoa Asset Management Co.,ltd. 3
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 3
Strategic Capital Alternatives LLC 3
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 3
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 3
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 3
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 3
Findlay Park Partners LLP 3
MML Series Investment Fund II - MML Asset Momentum Fund Class II 3
Morningstar Investment Management LLC 3
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 3
TRH Financial, LLC 3
PFG Private Wealth Management, LLC 3
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 3
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 3
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 3
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 3
Abacus Planning Group, Inc. 3
Taurus Asset Management, Llc 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
Dagco, Inc. 3
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 3
Coyle Financial Counsel LLC 3
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 3
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 3
Maple Capital Management, Inc. 3
Pimco High Income Fund 3
Actinver Wealth Management, Inc. 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
Jnl Series Trust - Jnl/crescent High Income Fund (a) 3
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 3
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A 3
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 3
Pimco Income Strategy Fund 3
Meridian Wealth Advisors, LLC 3
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 3
First Sabrepoint Capital Management Lp 3
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 3
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 3
MLPA - Global X Funds - Global X MLP ETF 3
KRMA - Global X Funds - Global X Conscious Companies ETF 3
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 3
BFIT - Global X Funds - Global X Health & Wellness Thematic ETF 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
Radcliffe Capital Management, L.P. 3
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 3
Chan Heng Fai Ambrose 3
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 3
Pathway Financial Advisors LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
Marietta Investment Partners Llc 3
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 3
Outlook Wealth Advisors, LLC 3
Rocky Mountain Advisers, Llc 3
Deroy & Devereaux Private Investment Counsel Inc 3
Riverbridge Partners Llc 3
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 3
13D Management LLC 3
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 3
C WorldWide Group Holding A/S 3
Murphy Pohlad Asset Management LLC 3
Horrell Capital Management, Inc. 3
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 3
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 3
Birch Capital Management, LLC 3
LSSAX - LOOMIS SAYLES FUNDS I - Loomis Sayles Securitized Asset Fund Institutional Class 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
Selz Capital LLC 3
Family Capital Trust Co 3
Man Investments (CH) AG 3
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 3
Sunriver Management LLC 3
Noked Israel Ltd 3
Hnp Capital Llc 3
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 3
Corbenic Partners LLC 3
Estate Counselors, LLC 3
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 3
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 3
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 3
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 3
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 3
Edmp, Inc. 3
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 3
Schmidt P J Investment Management Inc 3
Peddock Capital Advisors, Llc 3
Old Port Advisors 3
Gateway Advisory, LLC 3
Regal Wealth Group, Inc. 3
Capital Financial Planning, LLC 3
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 3
Legacy Wealth Management, LLC / MS 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 3
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 3
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 3
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 3
Bronson Point Management LLC 3
White Elm Capital, LLC 3
NOFIX - Northern Funds - Northern Fixed Income Fund 3
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 3
MorganRosel Wealth Management, LLC 3
DeepCurrents Investment Group LLC 3
Fairtree Asset Management (Pty) Ltd 3
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 3
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 3
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
Sage Capital Advisors,llc 3
Crescent Grove Advisors, LLC 3
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3
Trust Co Of Virginia /va 3
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 3
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 3
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 3
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 3
Montecito Bank & Trust 3
Valmark Advisers, Inc. 3
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 3
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 3
Selway Asset Management 3
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 3
Acuitas Investments, LLC 3
Heck Capital Advisors, LLC 3
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 3
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 3
Strategic Investment Management, Llc 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
VBCVX - VALIC Co I - Systematic Value Fund 3
Alta Advisers Ltd 3
VSSVX - VALIC Co I - Small Cap Special Values Fund 3
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
Sky Investment Group LLC 3
Pimco Corporate & Income Opportunity Fund 3
Rodgers Brothers Inc. 3
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 3
Beacon Trust Co 3
Diligent Investors, LLC 3
APBDX - Cavanal Hill Funds - Bond Fund Investor 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
Pimco Income Strategy Fund Ii 3
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 3
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 3
Paulson & Co. Inc. 3
Horan Capital Management 3
Shikiar Asset Management Inc 3
Hefty Wealth Partners 3
Silver Capital Management Llc 3
Jensen Investment Management Inc 3
Smith Chas P & Associates Pa Cpas 3
Eads & Heald Wealth Management 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
PAWZ - PROSHARES TRUST - ProShares Pet Care ETF 3
Burnham Asset Management Corp /ny/ 3
Wealthbridge Capital Management, Llc 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 3
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 3
Honeywell International Inc 3
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 3
Fiduciary Group LLC 3
Staton Financial Advisors, Llc 3
Scholtz & Company, Llc 3
Northwestern Mutual Investment Services Llc 3
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 3
EWG Elevate Inc. 3
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 3
Friedenthal Financial 3
Iron Financial, LLC 3
SIR Capital Management, L.P. 3
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 3
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 3
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 3
Coastal Bridge Advisors, LLC 3
Atika Capital Management LLC 3
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 3
Kelly Lawrence W & Associates Inc/ca 3
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 3
Wallace Capital Management Inc. 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
CHGX - EA Series Trust - Stance Sustainable Beta ETF 3
Scott & Selber, Inc. 3
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 3
Pillar Pacific Capital Management Llc 3
Dinsmore Capital Management Co/nj 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 3
Beck Mack & Oliver Llc 3
GMICX - GMO TRUST - GMO International Equity Fund Class II 3
Clare Market Investments LLC 3
American Independence Financial Services LLC 3
Investment Centers Of America Inc 3
Brendel Financial Advisors LLC 3
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 3
Kays Financial Advisory Corp /adv 3
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 3
First United Bank Trust/ 3
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 3
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 3
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 3
MCHI - iSHARES TRUST - iShares MSCI China ETF 3
Mid Atlantic Financial Management Inc/adv 3
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 3
BKF - iShares, Inc. - iShares MSCI BRIC ETF 3
Western Wealth Management, LLC 3
EWJ - iShares, Inc. - iShares MSCI Japan ETF 3
Investment House Llc 3
Healthcare Value Capital, LLC 3
SPX Equities Gestao de Recursos Ltda 3
Redmond Asset Management, LLC 3
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 3
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 3
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 3
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 3
Vollero Beach Capital Partners LLC 3
Bar Harbor Trust Services 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 3
Noked Capital LTD 3
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 3
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 3
Clear Investment Research, Llc 3
FolioMetrix LLC 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
Cranbrook Wealth Management, LLC 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 3
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 3
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3
Friedberg Investment Management 3
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 3
Clearbridge, Llc 3
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
Eaton Vance Floating-rate 2022 Target Term Trust 3
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 3
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 3
Covenant Partners, LLC 3
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund 3
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 3
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 3
Pomelo Capital LLC 3
Bellevue Group AG 3
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 3
Hikari Power Ltd 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 3
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 3
First Western Capital Management Co 3
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 3
BKD Wealth Advisors, LLC 3
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 3
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3
Scion Asset Management, LLC 3