Apparel And Accessory Stores - 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
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 1298
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 1093
MUB - iSHARES TRUST - iShares National Muni Bond ETF 725
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 673
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 517
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 467
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 464
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 446
NYF - iSHARES TRUST - iShares New York Muni Bond ETF 375
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 367
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 346
IORUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Municipals Fund Class R6 343
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 329
VTEI - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Bond ETF ETF Shares 323
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 313
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 301
SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF 294
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 279
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 258
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock New York Municipal Opportunities Fund Investor A1 254
LTNYX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term New York Municipal Fund Class A 249
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 227
FNYTX - Franklin New York Tax Free Income Fund - Franklin New York Tax-free Income Fund Class A1 227
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 215
FTFMX - FIDELITY NEW YORK MUNICIPAL TRUST - Fidelity New York Municipal Income Fund 204
ETNYX - EATON VANCE MUNICIPALS TRUST - Eaton Vance New York Municipal Income Fund Class A 199
ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A 196
Six Circles Trust - Six Circles Tax Aware Bond Fund 188
OWNYX - OLD WESTBURY FUNDS INC - Old Westbury New York Municipal Bond Fund 187
Nuveen New York Amt-free Quality Municipal Income Fund 187
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 183
OPNYX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free New York Municipal Fund Class A 180
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 179
NNYAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen New York Municipal Bond Fund - Class A 178
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 174
PZT - Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF 174
Blackrock Muniyield New York Quality Fund, Inc. 172
MNOAX - MAINSTAY FUNDS TRUST - MainStay MacKay New York Tax Free Opportunities Fund Class A 171
Blackrock New York Municipal Income Trust 165
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 164
Blackrock Muniholdings New York Quality Fund, Inc. 163
SHM - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 161
NYAAX - AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK - AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK Class A 159
PNYIX - PIMCO FUNDS - PIMCO New York Municipal Bond Fund Institutional 152
LANYX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett New York Tax-Free Income Fund Class A 150
MUNY - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Tax-Exempt Bond ETF ETF Shares 150
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 148
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 145
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 144
Dfa Investment Dimensions Group Inc - Dfa Ny Municipal Bond Portfolio Institutional Class 140
PRNYX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price New York Tax-Free Bond Fund 135
PTEIX - PUTNAM NEW YORK TAX EXEMPT INCOME FUND - PUTNAM NEW YORK TAX EXEMPT INCOME FUND Class C Shares 134
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 131
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 128
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 125
VTEL - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Bond ETF ETF Shares 124
Nuveen New York Quality Municipal Income Fund 122
EANAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance National Municipal Income Fund Class A 121
FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund 119
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 119
Invesco Trust For Investment Grade New York Municipals 117
NOITX - Northern Funds - Northern Intermediate Tax-exempt Fund 115
BSMQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 112
BSMT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF 111
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A 109
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 107
BSMU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 107
JNYIX - JPMorgan Trust I - JPMorgan New York Tax Free Bond Fund Class I 104
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 103
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 103
FKNIX - Franklin New York Tax Free Trust - Franklin New York Intermediate-term Tax-free Income Fund Class A1 103
KNTAX - DEUTSCHE DWS STATE TAX-FREE INCOME SERIES - DWS New York Tax-Free Income Fund Class A 101
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 98
MLN - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Long Municipal Index ETF 98
NOTEX - Northern Funds - Northern Tax-exempt Fund 96
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 95
SMB - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Short Municipal Index ETF 95
Steward Partners Investment Advisory, Llc 94
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 93
Nuveen New York Municipal Value Fund Inc 93
FTNYX - Voyageur Mutual Funds - Delaware Tax-free New York Fund Class A 92
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 91
Eaton Vance New York Municipal Bond Fund 90
PSNYX - BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND - BNY Mellon New York AMT-Free Municipal Bond Fund Class A 90
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF 88
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 86
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 86
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 86
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF 85
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 85
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 85
DRNYX - BNY Mellon New York Tax Exempt Bond Fund, Inc. - BNY Mellon New York Tax Exempt Bond Fund, Inc. 82
AVMU - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income ETF 82
EXNYX - EATON VANCE INVESTMENT TRUST - Eaton Vance New York Municipal Opportunities Fund Class A 82
SBNYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset New York Municipals Fund Class A 81
ALNYX - AB MUNICIPAL INCOME FUND, INC. - AB New York Portfolio Class A 80
MNYMX - BNY MELLON FUNDS TRUST - BNY Mellon New York Intermediate Tax-Exempt Bond Fund Class M 80
MUST - Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF 80
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 79
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 78
COLNX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic New York Municipal Income Fund Class A 76
SENYX - SEI TAX EXEMPT TRUST - STET NEW YORK MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 75
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 74
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 74
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 71
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 69
Pimco New York Municipal Income Fund Ii 69
Pimco New York Municipal Income Fund 68
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 68
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 67
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 66
IMNYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity New York Municipals Fund Class A 66
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 65
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 65
MSNYX - MFS MUNICIPAL SERIES TRUST - MFS New York Municipal Bond Fund A 65
FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF 64
Nuveen Dynamic Municipal Opportunities Fund 64
Pimco New York Municipal Income Fund Iii 64
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 63
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 62
Blackrock New York Municipal Income Quality Trust 61
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 60
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 59
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 59
IBMP - iSHARES TRUST - iShares iBonds Dec 2027 Term Muni Bond ETF 59
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF 57
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF 57
Nuveen New York Select Tax -free Income Portfolio 56
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 56
Vanguard Group Inc 56
USNYX - USAA MUTUAL FUNDS TRUST - New York Bond Fund Shares 56
VNYAX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco New York Tax Free Income Fund Class A 55
ELFTX - ELFUN TAX EXEMPT INCOME FUND - ELFUN TAX EXEMPT INCOME FUND Elfun Tax Exempt Income Fund 55
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF 54
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 54
RVNU - DBX ETF TRUST - Xtrackers Municipal Infrastructure Revenue Bond ETF 54
Invesco Municipal Opportunity Trust 53
Invesco Trust For Investment Grade Municipals 53
Invesco Municipal Trust 53
Citadel Advisors Llc 53
IBMM - iSHARES TRUST - iShares iBonds Dec 2024 Term Muni Bond ETF 53
Morgan Stanley 52
IBMQ - iSHARES TRUST - iShares iBonds Dec 2028 Term Muni Bond ETF 52
BSMO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF 52
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 51
Blackrock New York Municipal Income Trust Ii 51
State Street Corp 51
Wells Fargo & Company/mn 51
NSITX - Northern Funds - Northern Short-intermediate Tax-exempt Fund 51
Bank Of America Corp /de/ 51
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Real Return Portfolio Institutional Class 51
Northern Trust Corp 51
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 51
FSMNX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Income Fund 51
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 51
BlackRock, Inc. 51
LNYAX - COLUMBIA FUNDS SERIES TRUST I - Columbia New York Intermediate Municipal Bond Fund Class A 51
Jpmorgan Chase & Co 50
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 50
THNYX - THORNBURG INVESTMENT TRUST - Thornburg New York Intermediate Municipal Fund - Class A 50
Goldman Sachs Group Inc 50
Royal Bank Of Canada 50
Western Asset Managed Municipals Fund Inc. 50
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 49
Geode Capital Management, Llc 49
Bank of New York Mellon Corp 49
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 49
Deutsche Bank Ag\ 49
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 49
Susquehanna International Group, Llp 49
Barclays Plc 49
IBML - iSHARES TRUST - iShares iBonds Dec 2023 Term Muni Bond ETF 49
IBMK - iSHARES TRUST - iShares iBonds Dec 2022 Term Muni Bond ETF 49
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 48
Manufacturers Life Insurance Company, The 48
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 48
Dimensional Fund Advisors Lp 48
Citigroup Inc 48
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 48
Millennium Management Llc 47
BLACKROCK FUNDS - iShares Municipal Bond Index Fund Investor A 47
Bnp Paribas Arbitrage, Sa 47
Group One Trading, L.p. 47
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 47
Credit Suisse Ag/ 47
Rhumbline Advisers 47
California State Teachers Retirement System 47
FKTIX - Franklin Federal Tax Free Income Fund - Franklin Federal Tax-free Income Fund Class A1 47
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 47
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 47
Alliancebernstein L.p. 47
EITAX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Intermediate-Term Municipal Bond Fund Class A 47
Two Sigma Investments, Lp 47
Bank Of Montreal /can/ 47
Tower Research Capital LLC (TRC) 46
Charles Schwab Investment Management Inc 46
Prelude Capital Management, Llc 46
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 46
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 46
UBS Group AG 45
California Public Employees Retirement System 45
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 45
Aqr Capital Management Llc 45
D. E. Shaw & Co., Inc. 45
Bridgeway Capital Management Inc 45
American International Group, Inc. 45
Ameriprise Financial Inc 45
Renaissance Technologies Llc 45
Fmr Llc 45
Parametric Portfolio Associates Llc 44
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 44
Prudential Financial Inc 44
Two Sigma Advisers, Lp 44
PIMCO Flexible Municipal Income Fund 44
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 44
Nomura Holdings Inc 44
Invesco Advantage Municipal Income Trust Ii 44
Federated Hermes, Inc. 44
Invesco Ltd. 44
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 44
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 44
Blackrock New York Municipal Bond Trust 44
Ubs Ag 43
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 43
Nationwide Fund Advisors 43
DFSMX - Dfa Investment Dimensions Group Inc - Dfa Short-term Municipal Bond Portfolio 43
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 43
Pnc Financial Services Group, Inc. 43
Metropolitan Life Insurance Co/ny 43
Gsa Capital Partners Llp 43
BlackRock Advisors LLC 43
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 43
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 43
Teachers Advisors, Llc 42
ProShare Advisors LLC 42
Strs Ohio 42
Nuveen Amt-free Quality Municipal Income Fund 42
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 42
BlackRock Investment Management, LLC 42
Royce & Associates Lp 42
First Trust Advisors Lp 42
PEAK6 Investments, L.P. 41
Creative Planning 41
Jane Street Group, Llc 41
Us Bancorp \de\ 41
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 41
State Board Of Administration Of Florida Retirement System 41
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Municipal Bond Portfolio Institutional Class 41
Paloma Partners Management Co 41
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 41
Price T Rowe Associates Inc /md/ 41
Teacher Retirement System Of Texas 41
Tiaa Cref Investment Management Llc 41
New York State Common Retirement Fund 41
Simplex Trading, Llc 41
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 41
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 41
SG Americas Securities, LLC 41
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 41
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 41
Oxford Asset Management Llp 41
A.R.T. Advisors, LLC 40
Russell Frank Co/ 40
BlackRock Institutional Trust Company, N.A. 40
Guggenheim Capital Llc 40
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 40
Principal Financial Group Inc 40
Ladenburg Thalmann Financial Services Inc 40
BlackRock Group LTD 40
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 40
BlackRock Fund Advisors 40
Wellington Management Group Llp 40
Kcg Holdings, Inc. 39
Huntington National Bank 39
Jefferies Group LLC 39
Cutler Group LP 39
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 39
FTABX - FIDELITY SALEM STREET TRUST - Fidelity Tax-Free Bond Fund 39
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 39
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 39
Blackrock Municipal Income Trust Ii 39
Balyasny Asset Management Llc 39
Legal & General Group Plc 39
Jacobs Levy Equity Management, Inc 39
New York State Teachers Retirement System 39
Two Sigma Securities, Llc 38
Pacer Advisors, Inc. 38
Proequities, Inc. 38
BSMN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Municipal Bond ETF 38
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 38
Parallax Volatility Advisers, L.P. 38
Gotham Asset Management, LLC 38
Voya Investment Management Llc 38
Invesco Value Municipal Income Trust 38
Tudor Investment Corp Et Al 38
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 38
Acadian Asset Management Llc 38
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 38
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 38
Swiss National Bank 38
Walleye Trading LLC 38
Ubs Asset Management Americas Inc 38
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 38
Sei Investments Co 38
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 38
Nuveen Municipal Credit Income Fund 38
Arrowstreet Capital, Limited Partnership 38
Panagora Asset Management Inc 38
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 38
SNTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay N Portfolio Class 1 38
Victory Capital Management Inc 37
APMU - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Intermediate Municipal Bond ETF 37
DFNM - Dimensional ETF Trust - Dimensional National Municipal Bond ETF 37
Landscape Capital Management, L.l.c. 37
Kennedy Capital Management, Inc. 37
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 37
IFP Advisors, Inc 37
Wolverine Trading, Llc 37
Cubist Systematic Strategies, LLC 37
Allianz Asset Management GmbH 37
Norges Bank 37
Northwestern Mutual Wealth Management Co 37
Neuberger Berman New York Intermediate Municipal Fund Inc 37
Tfs Capital Llc 37
Invesco Quality Municipal Income Trust 37
Squarepoint Ops LLC 37
Dynamic Technology Lab Private Ltd 37
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 36
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 36
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 36
Virtu Financial LLC 36
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 36
Marshall Wace North America L.P. 36
Ameritas Investment Partners, Inc. 36
Fuller & Thaler Asset Management, Inc. 36
RidgeWorth Capital Management LLC 36
Eaton Vance Municipal Bond Fund 36
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 36
Thrivent Financial For Lutherans 36
Fifth Third Bancorp 36
Public Employees Retirement System Of Ohio 36
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 36
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 36
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 36
Glenmede Trust Co Na 36
PDT Partners, LLC 36
American Century Companies Inc 36
AIDAX - BERNSTEIN SANFORD C FUND INC - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A 36
WNYAX - WILMINGTON FUNDS - Wilmington New York Municipal Bond Fund Class A Shares 35
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 35
Putnam Investments Llc 35
Los Angeles Capital Management Llc 35
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 35
J. Goldman & Co LP 35
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 35
Ellington Management Group Llc 35
Brandywine Global Investment Management, LLC 35
Macquarie Group Ltd 35
State of Tennessee, Treasury Department 35
O'shaughnessy Asset Management, Llc 35
Russell Investments Group, Ltd. 35
Nuveen Quality Municipal Income Fund 35
MUNI - PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 35
MUFG Americas Holdings Corp 35
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 35
MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares 35
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 35
Principal Funds Inc 35
FNY Managed Accounts LLC 34
SOAMX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Municipal Tax Free Bond Fund Class A Shares 34
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 34
Point72 Asset Management, L.P. 34
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 34
Municipal Employees' Retirement System of Michigan 34
ETMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance AMT-Free Municipal Income Fund Class A 34
EXNTX - MANNING & NAPIER FUND, INC. - New York Tax Exempt Series Class A 34
Nisa Investment Advisors, Llc 34
Menta Capital Llc 34
Highbridge Capital Management Llc 34
Comerica Bank 34
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 34
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 34
Hutchin Hill Capital, LP 34
Connor, Clark & Lunn Investment Management Ltd. 34
Deere & Co 34
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 34
Advisory Services Network, LLC 33
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 33
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 33
Schroder Investment Management Group 33
BSML - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Municipal Bond ETF 33
Hrt Financial Lp 33
Arizona State Retirement System 33
Teachers Retirement System Of The State Of Kentucky 33
Laurion Capital Management LP 33
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 33
EABSX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Short-Term Municipal Bond Fund Class A 33
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 33
Trexquant Investment LP 33
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 33
Great West Life Assurance Co /can/ 33
Blackrock Muni Intermediate Duration Fund, Inc. 33
Neuberger Berman Intermediate Municipal Fund Inc 33
Cornerstone Capital Management Holdings Llc. 33
Cwm, Llc 33
Stifel Financial Corp 33
Marshall Wace, Llp 33
Sterling Capital Management LLC 33
Public Sector Pension Investment Board 33
Engineers Gate Manager LP 33
Envestnet Asset Management Inc 33
Boothbay Fund Management, Llc 33
Nuveen Asset Management, LLC 32
Advisor Group Holdings, Inc. 32
First Horizon Advisors, Inc. 32
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 32
Quantbot Technologies LP 32
Lombard Odier Asset Management (USA) Corp 32
Canada Pension Plan Investment Board 32
Texas Permanent School Fund 32
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 32
Blackrock Muniholdings Fund, Inc. 32
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 32
Algert Global Llc 32
MMIT - IndexIQ Active ETF Trust - IQ MacKay Municipal Intermediate ETF 32
Meeder Asset Management Inc 32
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 32
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 32
Numeric Investors Llc 32
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 32
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 32
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 32
Lazard Asset Management Llc 32
IBMR - iSHARES TRUST - iShares iBonds Dec 2029 Term Muni Bond ETF 32
Loomis Sayles & Co L P 31
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 31
Quadrant Capital Group Llc 31
ClariVest Asset Management LLC 31
Wolverine Asset Management Llc 31
FENCX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Municipal Income Fund 31
Hsbc Holdings Plc 31
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 31
Verition Fund Management LLC 31
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 31
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 31
Quadrature Capital Ltd 31
Bayesian Capital Management, LP 31
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 31
FNYJX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Free New York II Fund Class R6 31
Zurcher Kantonalbank (Zurich Cantonalbank) 31
State Of Wisconsin Investment Board 31
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 31
Mason Street Advisors, Llc 31
Northern Trust Co Of Connecticut 31
Acrospire Investment Management LLC 31
LPL Financial LLC 31
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 31
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 31
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 31
IBMJ - iSHARES TRUST - iShares iBonds Dec 2021 Term Muni Bond ETF 31
MetLife Investment Management, LLC 31
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 31
Lsv Asset Management 31
First Mercantile Trust Co 31
Boston Partners 31
HighTower Advisors, LLC 31
FKITX - Franklin Tax Free Trust - Franklin Federal Intermediate-term Tax-free Income Fund Class A1 31
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 31
SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 31
Amalgamated Bank 31
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 31
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 30
Spot Trading L.L.C 30
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 30
Airain ltd 30
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 30
Winton Capital Group Ltd 30
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 30
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 30
AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A 30
Aperio Group, LLC 30
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series V Portfolio 30
EAM Investors, LLC 30
Petrus Trust Company, LTA 30
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 30
BlueCrest Capital Management Ltd 30
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 30
Axa S.a. 30
Zacks Investment Management 30
Managed Account Advisors Llc 30
Spark Investment Management LLC 30
Signaturefd, Llc 30
Qube Research & Technologies Ltd 30
PineBridge Investments, L.P. 30
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 30
NOSGX - Northern Funds - Northern Small Cap Value Fund 30
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 30
Schonfeld Strategic Advisors LLC 30
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 30
Magnetar Financial LLC 30
BlackRock Japan Co. Ltd 30
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 30
Systematic Financial Management Lp 30
Credit Agricole S A 30
Vanguard Index Funds 30
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 30
HAP Trading, LLC 30
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 30
Point72 Hong Kong Ltd 30
Man Group plc 30
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 30
TCI Wealth Advisors, Inc. 30
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 30
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 29
Hudson Bay Capital Management LP 29
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 29
Profund Advisors Llc 29
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 29
SECOR Capital Advisors, LP 29
Campbell & CO Investment Adviser LLC 29
Walleye Capital LLC 29
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 29
Alberta Investment Management Corp 29
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 29
Stevens Capital Management Lp 29
Captrust Financial Advisors 29
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 29
Louisiana State Employees Retirement System 29
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 29
Bessemer Group Inc 29
Centiva Capital, LP 29
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 29
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 29
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 29
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 29
SAC Capital Advisors LP 29
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 29
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 29
State Farm Variable Product Trust 29
Stone Ridge Asset Management LLC 29
State Farm Mutual Fund Trust 29
Mutual Of America Capital Management Llc 29
FMNY - First Trust Exchange-Traded Fund III - First Trust New York High Income Municipal ETF 29
Public Employees Retirement Association Of Colorado 29
Franklin Resources Inc 29
Janney Montgomery Scott LLC 29
Driehaus Capital Management Llc 29
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 29
QS Investors, LLC 29
KBC Group NV 29
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 29
Blackrock Municipal Income Trust 29
United Services Automobile Association 29
Coatue Management Llc 29
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 29
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 28
Capstone Asset Management Co 28
Lord, Abbett & Co. Llc 28
Versant Capital Management, Inc 28
OMERS ADMINISTRATION Corp 28
Td Asset Management Inc 28
VTL Associates, LLC 28
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 28
Eaton Vance New York Municipal Income Trust 28
Mackay Shields Llc 28
Scopus Asset Management, L.p. 28
LS Investment Advisors, LLC 28
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 28
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 28
Absolute Return Capital, LLC 28
HMOP - Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF 28
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 28
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 28
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 28
Vanguard Capital Management Llc 28
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 28
Piedmont Investment Advisors Llc 28
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 28
Ground Swell Capital, LLC 28
AMP Capital Investors Ltd 28
XTX Topco Ltd 28
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Bond Portfolio Institutional Class 28
MetLife Securities, Inc 28
Advisor Group, Inc. 28
Nine Chapters Capital Management LLC 28
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 28
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 28
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 28
ExodusPoint Capital Management, LP 28
Parallel Advisors, LLC 28
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 28
State of Wyoming 28
Voloridge Investment Management, Llc 27
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 27
Martingale Asset Management L P 27
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 27
Employees Retirement System of Texas 27
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 27
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 27
Pimco Municipal Income Fund 27
Parkside Financial Bank & Trust 27
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 27
Susquehanna Fundamental Investments, Llc 27
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 27
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 27
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 27
Quantitative Systematic Strategies LLC 27
Eagle Asset Management Inc 27
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 27
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 27
IWV - iSHARES TRUST - iShares Russell 3000 ETF 27
Alps Advisors Inc 27
Vanguard World Fund 27
State of Alaska, Department of Revenue 27
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 27
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 27
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 27
Occudo Quantitative Strategies Lp 27
EverSource Wealth Advisors, LLC 27
Paradigm Capital Management Inc/ny 27
DMUAX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon AMT-Free Municipal Bond Fund Class A 27
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 27
Western Asset Municipal Partners Fund Inc. 27
Capstone Investment Advisors, Llc 27
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 27
National Asset Management, Inc. 27
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 27
Vident Investment Advisory, LLC 27
Asset Management One Co., Ltd. 27
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 27
Stoneridge Investment Partners Llc 27
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 27
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 27
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 27
Irish Life Investment Managers Ltd. 27
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 27
Crossmark Global Holdings, Inc. 27
PEAK6 Investments LLC 27
Allspring Global Investments Holdings, LLC 27
Gemmer Asset Management LLC 27
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 27
Emerald Acquisition Ltd. 27
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 27
Raymond James & Associates 27
FHIGX - FIDELITY MUNICIPAL TRUST - Fidelity Municipal Income Fund 27
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 26
Quantitative Investment Management, LLC 26
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 26
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 26
Hbk Investments L P 26
Lucus Advisors Llc 26
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 26
Rotella Capital Management, Inc. 26
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 26
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 26
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 26
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 26
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 26
Toronto Dominion Bank 26
First Quadrant L P/ca 26
Mackenzie Financial Corp 26
Weiss Multi-Strategy Advisers LLC 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 26
Oregon Public Employees Retirement Fund 26
NEXT Financial Group, Inc 26
Jump Financial, LLC 26
Alambic Investment Management, L.P. 26
Rafferty Asset Management, LLC 26
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 26
Keybank National Association/oh 26
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 26
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 26
Element Capital Management Llc 26
FNYFX - FIRST INVESTORS TAX EXEMPT FUNDS - First Investors Tax Exempt New York Fund Class A 26
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 26
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 26
Virginia Retirement Systems Et Al 26
Capital Fund Management S.a. 26
Dupont Capital Management Corp 26
Globeflex Capital L P 26
Ellevest, Inc. 26
Tyvor Capital LLC 26
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 26
Rockefeller Capital Management L.P. 26
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 26
Assetmark, Inc 26
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 26
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 26
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 26
Western Asset Intermediate Muni Fund Inc. 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 26
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 26
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 26
LMR Partners LLP 26
Wedge Capital Management L L P/nc 26
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 26
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 26
Barrow Hanley Mewhinney & Strauss Llc 26
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 26
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 26
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 26
IBMS - iSHARES TRUST - iShares iBonds Dec 2030 Term Muni Bond ETF 26
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 26
Chicago Equity Partners Llc 26
BTEIX - Brown Advisory Funds - Brown Advisory Tax-Exempt Bond Fund Institutional Shares 25
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 25
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 25
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 25
Aquatic Capital Management LLC 25
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 25
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 25
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 25
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 25
Aigen Investment Management, Lp 25
Bryn Mawr Capital Management Inc 25
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 25
Sonora Investment Management, LLC 25
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 25
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 25
Lindbrook Capital, Llc 25
Ajo, Lp 25
CenterStar Fund, LLC 25
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 25
Wealthspire Advisors, L.P. 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 25
VCSLX - VALIC Co I - Small Cap Index Fund 25
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 25
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 25
Empowered Funds, LLC 25
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 25
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 25
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 25
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 25
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 25
Fox Run Management, L.l.c. 25
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 25
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 25
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 25
IWM - iSHARES TRUST - iShares Russell 2000 ETF 25
Covestor Ltd 25
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 25
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 25
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 25
Oppenheimer & Co Inc 25
Oppenheimer Funds Inc 25
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 25
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 25
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 25
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 25
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 25
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 25
Farther Finance Advisors, LLC 25
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 25
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 25
Pimco Municipal Income Fund Ii 25
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 25
College Retirement Equities Fund 25
NSIDX - Northern Funds - Northern Small Cap Index Fund 25
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 25
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 25
Catalyst Capital Advisors LLC 25
C M Bidwell & Associates Ltd 25
Visium Asset Management, LP 25
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 25
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 25
Ancora Advisors, LLC 25
NumerixS Investment Technologies Inc 25
Caption Management, LLC 25
Blair William & Co/il 25
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 25
Cambridge Investment Research Advisors, Inc. 25
Hancock Whitney Corp 25
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 25
Cornercap Investment Counsel Inc 25
Maverick Capital Ltd 25
Blackrock Muni New York Intermediate Duration Fund, Inc. 25
Blackrock Muniyield Quality Fund Iii, Inc. 24
SRS Capital Advisors, Inc. 24
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 24
BBT Capital Management, LLC 24
Alpine Global Management, LLC 24
Y-Intercept (Hong Kong) Ltd 24
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 24
CIBC Private Wealth Group, LLC 24
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 24
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 24
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 24
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 24
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 24
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 24
Eaton Vance Management 24
Vanguard Fiduciary Trust Co 24
Ergoteles LLC 24
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 24
PENN SERIES FUNDS INC - Small Cap Index Fund 24
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 24
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 24
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 24
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 24
Quarry LP 24
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 24
Quantamental Technologies LLC 24
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 24
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 24
Princeton Alpha Management LP 24
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 24
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 24
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 24
Smith Asset Management Group Lp 24
Dynamic Technology Lab Pte Ltd 24
Commonwealth Equity Services, Llc 24
Teza Capital Management LLC 24
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 24
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 24
Stratos Wealth Partners, LTD. 24
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 24
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 24
Farmers & Merchants Investments Inc 24
FNY Investment Advisers, LLC 24
First New York Securities Llc /ny 24
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 24
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 24
Timber Hill LLC 24
Tiaa-cref Funds 24
Amalgamated Financial Corp. 24
Allworth Financial LP 24
Cooper Creek Partners Management Llc 24
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 24
Neuberger Berman Group LLC 24
PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional 24
D.a. Davidson & Co. 24
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 24
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 24
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 24
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 24
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 24
Gradient Investments LLC 23
Caxton Associates Lp 23
Robeco Institutional Asset Management B.V. 23
FLDFX - Meeder Funds - BALANCED FUND Retail Class 23
First Citizens Bank & Trust Co 23
Bogle Investment Management L P /de/ 23
Nuveen Municipal Value Fund Inc 23
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 23
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 23
Grantham, Mayo, Van Otterloo & Co. LLC 23
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 23
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 23
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 23
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 23
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 23
Sunbelt Securities, Inc. 23
Sei Trust Co 23
SpiderRock Trading LLC 23
Delaware Investments National Municipal Income Fund 23
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 23
Private Trust Co Na 23
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 23
Eaton Vance National Municipal Opportunities Trust 23
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 23
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 23
GWM Advisors LLC 23
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 23
Jane Street Holding, LLC 23
M&t Bank Corp 23
Great Lakes Advisors, Llc 23
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 23
Pimco Municipal Income Fund Iii 23
Segall Bryant & Hamill, Llc 23
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 23
Suntrust Banks Inc 23
SBI Securities Co., Ltd. 23
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 23
Investors Research Corp 23
Vanguard Global Advisers, LLC 23
Natixis 23
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 23
Orion Portfolio Solutions, LLC 23
Graham Capital Management, L.P. 23
Guggenheim Active Allocation Fund 23
WFG Advisors, LP 23
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 23
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 23
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 23
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 23
Jones Financial Companies Lllp 23
Massmutual Trust Co Fsb/adv 23
Assured Investment Management LLC 23
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 23
Brown Brothers Harriman & Co 23
Exchange Traded Concepts, Llc 23
Federation des caisses Desjardins du Quebec 23
Rational Advisors Llc 23
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 23
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 23
Hillsdale Investment Management Inc. 23
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 23
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 23
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 23
IMC-Chicago, LLC 23
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 22
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 22
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 22
James Investment Research Inc 22
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 22
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 22
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 22
Riverhead Capital Management Llc 22
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 22
GTCMX - GLENMEDE PORTFOLIOS - Muni Intermediate Portfolio 22
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 22
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 22
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 22
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 22
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 22
Wexford Capital Lp 22
Nuveen, LLC 22
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 22
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 22
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 22
GV Financial Advisors 22
Janus Henderson Group Plc 22
NMIIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Impact Fund Institutional Class 22
Cadence Capital Management Llc 22
Hussman Strategic Advisors, Inc. 22
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 22
MMIN - IndexIQ Active ETF Trust - IQ MacKay Municipal Insured ETF 22
Itau Unibanco Holding S.A. 22
Point72 Asia (Singapore) Pte. Ltd. 22
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 22
Turner Investments, L.p. 22
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 22
Old Mutual Customised Solutions (proprietary) Ltd 22
Clear Street Markets Llc 22
Blueshift Asset Management, LLC 22
Cresset Asset Management, LLC 22
Atom Investors LP 22
Elkfork Partners LLC 22
Manchester Capital Management LLC 22
DekaBank Deutsche Girozentrale 22
Chimera Capital Management LLC 22
Shell Asset Management Co 22
Raymond James Financial Inc 22
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 22
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 22
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 22
SLPIX - Profunds - Small-cap Profund Investor Class 22
Advisors Asset Management, Inc. 22
Quinn Opportunity Partners LLC 22
Glen Harbor Capital Management LLC 22
Index Management Solutions, LLC 22
Rothschild Investment Llc 22
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 22
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 22
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 22
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 22
Geneos Wealth Management Inc. 22
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 22
Profunds - Profund Vp Ultrasmall-cap 22
Harbour Investments, Inc. 22
True Wealth Design, LLC 22
Shay Capital LLC 22
Natixis Advisors, L.p. 22
Glassman Wealth Services 22
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 22
Profunds - Profund Vp Small-cap 22
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 22
Interval Partners, LP 22
Advisors Preferred, LLC 22
CTTLX - Calvert Management Series - Calvert Responsible Municipal Income Fund Class A 22
GAMMA Investing LLC 22
Dorsey Wright & Associates 22
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 22
Nordea Investment Management Ab 22
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 22
Sutton Wealth Advisors Inc. 22
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 21
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 21
Point72 Middle East FZE 21
AVMUX - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income Fund Institutional Class 21
Waddell & Reed Financial Inc 21
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 21
Ontario Teachers Pension Plan Board 21
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 21
Mirae Asset Global Investments Co., Ltd. 21
Nuveen New York Municipal Value Fund 2 21
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 21
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 21
Healthcare Of Ontario Pension Plan Trust Fund 21
SNTIX - SIT MUTUAL FUNDS II INC - Sit Tax-Free Income Fund 21
Hodges Capital Management Inc. 21
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 21
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 21
North Fourth Asset Management, LP 21
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 21
Proficio Capital Partners LLC 21
Rice Hall James & Associates, Llc 21
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 21
Raymond James Financial Services Advisors, Inc. 21
Western Asset Municipal High Income Fund Inc. 21
Intrinsic Edge Capital Management LLC 21
Corebridge Financial, Inc. 21
Nuveen Amt-free Municipal Credit Income Fund 21
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 21
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 21
SRTMX - SMA RELATIONSHIP TRUST - Series M 21
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 21
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 21
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 21
Caitong International Asset Management Co., Ltd 21
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 21
Weld Capital Management Llc 21
General Motors Investment Management Corp 21
Fiera Capital Corp 21
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 21
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 21
Jennison Associates Llc 21
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 21
Police & Firemen's Retirement System of New Jersey 21
Csenge Advisory Group 21
IWC - iSHARES TRUST - iShares Micro-Cap ETF 21
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 21
State of New Jersey Common Pension Fund D 21
MAI Capital Management 21
Financial Architects, Inc 21
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 21
IndexIQ Advisors LLC 21
Everence Capital Management Inc 21
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 21
Elite Wealth Management, Inc. 21
RBF Capital, LLC 21
GMUN - Goldman Sachs ETF Trust - Goldman Sachs Community Municipal Bond ETF 21
Mason Street Advisors, Llc 21
Clinton Group Inc 21
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 21
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 21
Counterpoint Mutual Funds LLC 21
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 21
Dark Forest Capital Management Lp 21
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 21
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 21
Cambria Investment Management, L.P. 21
Point72 (DIFC) Ltd 21
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 21
Bailard, Inc. 21
Truist Financial Corp 21
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 21
Polar Asset Management Partners Inc. 20
VDAFX - VALIC Co I - Dynamic Allocation Fund 20
Monarch Partners Asset Management LLC 20
Man Investments Ltd 20
Fund 1 Investments, LLC 20
Rothschild Asset Management Inc 20
Bowling Portfolio Management LLC 20
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 20
Davidson Kempner Capital Management Lp 20
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 20
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 20
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 20
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 20
Global Retirement Partners, LLC 20
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 20
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 20
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 20
Hanseatic Management Services Inc 20
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 20
Baird Financial Group, Inc. 20
Rydex Etf Trust 20
Zebra Capital Management LLC 20
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 20
Financial Management Professionals, Inc. 20
Sofos Investments, Inc. 20
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 20
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 20
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 20
CIBC Asset Management Inc 20
Private Capital Group, LLC 20
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 20
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 20
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 20
Versor Investments LP 20
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 20
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 20
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 20
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 20
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 20
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 20
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 20
Yousif Capital Management, Llc 20
Ubs Oconnor Llc 20
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 20
Fortitude Family Office, LLC 20
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 20
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 20
Nomura Asset Management Co Ltd 20
Tarbox Family Office, Inc. 20
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 20
Adage Capital Partners Gp, L.l.c. 20
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 20
Shepherd Kaplan Krochuk, Llc 20
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 20
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 20
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 20
Advanced Series Trust - Ast Small-cap Growth Portfolio 20
Private Advisor Group, LLC 20
Invictus RG 20
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF 20
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 20
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 20
Coe Capital Management, LLC 20
Pacific Ridge Capital Partners, LLC 20
Old Mutual Global Investors (UK) Ltd. 20
SJS Investment Consulting Inc. 20
Cornerstone Planning Group LLC 20
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 20
Seven Eight Capital, Lp 20
Howe & Rusling Inc 20
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares 20
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 20
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 20
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 20
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 20
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 20
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 20
National Bank Of Canada /fi/ 20
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 20
AHL Partners LLP 20
Fred Alger Management, Llc 20
Cetera Investment Advisers 20
PENN SERIES FUNDS INC - International Equity Fund 20
Denver Investment Advisors Llc 20
Smartleaf Asset Management LLC 20
Eqis Capital Management, Inc. 20
Shellback Capital, LP 20
FLMB - Franklin Templeton ETF Trust - Franklin Liberty Municipal Bond ETF 19
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 19
FineMark National Bank & Trust 19
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 19
Amundi 19
Vanguard Horizon Funds 19
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 19
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 19
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 19
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 19
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 19
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 19
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 19
Carroll Financial Associates, Inc. 19
Assenagon Asset Management S.A. 19
Belpointe Asset Management LLC 19
Massachusetts Financial Services Co /ma/ 19
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 19
FNY Partners Fund LP 19
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 19
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 19
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 19
Buckingham Capital Management Inc 19
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 19
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 19
Css Llc/il 19
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 19
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 19
Invictus RG Pte. Ltd. 19
Vantage Consulting Group Inc 19
Sherbrooke Park Advisers Llc 19
Coldstream Capital Management Inc 19
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 19
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 19
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 19
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 19
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 19
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 19
Commonwealth Bank Of Australia 19
World Asset Management Inc 19
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 19
Lisanti Capital Growth, LLC 19
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 19
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 19
Alyeska Investment Group, L.P. 19
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 19
Spire Wealth Management 19
Optiver Holding B.V. 19
Capital Advisors, Ltd. LLC 19
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 19
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 19
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 19
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 19
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 19
Campbell Multi-strategy Trust 19
Lido Advisors, LLC 19
Thompson Siegel & Walmsley Llc 19
Hennessy Advisors Inc 19
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 19
Convergence Investment Partners, LLC 19
Sciencast Management LP 19
Castleark Management Llc 19
Diversified Trust Co 19
Cipher Capital LP 19
Summit Trail Advisors, Llc 19
Capital Performance Advisors Llp 19
Larson Financial Group LLC 19
Westpac Banking Corp 19
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 19
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 19
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 19
Whittier Trust Co 19
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 19
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 19
Nuveen Select Maturities Municipal Fund 19
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 19
USA Financial Portformulas Corp 19
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 19
Blackrock Muniyield Quality Fund, Inc. 19
Blackrock Munivest Fund Ii, Inc. 19
Blackrock Muniyield Fund, Inc. 19
GIMFX - GMO TRUST - GMO Implementation Fund 19
Picton Mahoney Asset Management 19
Tfs Capital Investment Trust 19
Weiss Asset Management LP 19
Nicholas Investment Partners, LP 19
Mariner, LLC 19
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 19
Palisade Capital Management Llc/nj 19
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 19
Quest Partners LLC 19
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 19
Federated Premier Municipal Income Fund 19
FORA Capital, LLC 19
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 19
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 18
Cerity Partners LLC 18
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 18
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 18
Fieldpoint Private Securities, LLC 18
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 18
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 18
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 18
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 18
Blackrock Muniassets Fund, Inc. 18
Columbus Circle Investors 18
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 18
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 18
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 18
Skandinaviska Enskilda Banken AB (publ) 18
BATEX - Blackrock Allocation Target Shares - Bats Series E 18
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 18
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 18
RCNYX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Intermediate Tax Exempt New York Bond Fund - Institutional Class Shares 18
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 18
EverPoint Asset Management, LLC 18
Vanguard Explorer Fund 18
Oberweis Asset Management Inc/ 18
BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares 18
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 18
Hartford Investment Management Co 18
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 18
Whittier Trust Co Of Nevada Inc 18
Plante Moran Financial Advisors, LLC 18
Independent Portfolio Consultants, Inc. 18
Intech Investment Management Llc 18
Tridan Corp 18
Baker Avenue Asset Management, LP 18
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 18
CIBC World Markets Inc. 18
Jefferies Financial Group Inc. 18
Tcw Group Inc 18
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 18
Denali Advisors Llc 18
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 18
Vanguard Portfolio Management Llc 18
ETRADE Capital Management LLC 18
Cibc World Markets Corp 18
Twinbeech Capital Lp 18
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 18
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 18
Bokf, Na 18
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 18
Barings Llc 18
Knight Capital Group, Inc. 18
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 18
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 18
Skopos Labs, Inc. 18
Vantagepoint Funds 18
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 18
Tocqueville Asset Management L.p. 18
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 18
Empirical Finance, LLC 18
1492 Capital Management LLC 18
Rehmann Capital Advisory Group 18
Essential Partners LLC 18
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 18
Integral Derivatives, LLC 18
Maryland State Retirement & Pension System 18
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 18
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 18
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 18
Cetera Advisor Networks LLC 18
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 18
Foundry Partners, LLC 18
Karp Capital Management Corp 18
First Republic Investment Management, Inc. 18
Peak6 Llc 18
Synovus Financial Corp 18
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 18
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 18
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 18
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 18
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 18
Clearbridge Investments, LLC 18
RSSL - Global X Funds - Global X Russell 2000 ETF 17
Commerzbank Aktiengesellschaft /fi 17
Quantinno Capital Management LP 17
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 17
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 17
Innealta Capital, Llc 17
Brown Advisory Inc 17
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 17
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 17
Alphacrest Capital Management Llc 17
Evercore Wealth Management, LLC 17
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 17
Pearl River Capital, LLC 17
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 17
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 17
Sowell Financial Services LLC 17
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF 17
Brevan Howard Capital Management LP 17
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 17
Regions Financial Corp 17
APG Asset Management N.V. 17
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 17
QWVQX - CLEARWATER INVESTMENT TRUST - Clearwater Tax-Exempt Bond Fund 17
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 17
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 17
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 17
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 17
Cable Hill Partners, LLC 17
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 17
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 17
Prentice Capital Management, LP 17
Catalyst Funds Management Pty Ltd 17
Advanced Series Trust - Ast Small-cap Value Portfolio 17
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 17
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 17
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 17
Corton Capital Inc. 17
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 17
Boston Advisors Llc 17
Ronald Blue Trust, Inc. 17
DRW Securities, LLC 17
Levin Capital Strategies, L.p. 17
Cowen Group, Inc. 17
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 17
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 17
nVerses Capital, LLC 17
GAM Holding AG 17
Santa Fe Partners LLC 17
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 17
CenterBook Partners LP 17
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 17
Sawtooth Solutions, LLC 17
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 17
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 17
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 17
Ensign Peak Advisors, Inc 17
First Manhattan Co 17
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 17
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 17
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 17
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 17
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 17
FIL Ltd 17
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 17
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 17
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 17
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 17
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 17
Pinnacle Summer Investments, Inc. 17
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 17
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 17
Summit Global Investments 17
Alpha Paradigm Partners, LLC 17
First Hawaiian Bank 17
Analytic Investors, LLC 17
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 17
Deutsche Municipal Income Trust 17
Carlson Capital L P 17
Spot Trading L.l.c. 17
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 17
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 17
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 17
Friess Associates Llc 17
Shelton Capital Management 17
Hotchkis & Wiley Capital Management Llc 17
SVPIX - Profunds - Small-cap Value Profund Investor Class 17
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 17
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 17
Clark Capital Management Group, Inc. 17
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 17
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 17
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 17
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 17
Koshinski Asset Management, Inc. 17
Profunds - Profund Vp Small-cap Value 17
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 17
Pinnacle Wealth Planning Services, Inc. 17
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 17
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 17
Financial Gravity Companies, Inc. 17
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 17
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 17
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 17
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 17
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 17
AdvisorNet Financial, Inc 17
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 17
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 17
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 17
Stormborn Capital Management, Llc 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 16
Sandler Capital Management 16
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 16
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 16
EXDVX - MANNING & NAPIER FUND, INC. - Diversified Tax Exempt Series Class A 16
WMBAX - IVY FUNDS - Ivy Municipal Bond Fund Class A 16
Reilly Financial Advisors, Llc 16
State Of Michigan Retirement System 16
Umb Bank N A/mo 16
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 16
Oppenheimer Asset Management Inc. 16
PTIMX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Municipal Bond Fund - Institutional Class 16
Munder Capital Management 16
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 16
Vanguard Whitehall Funds 16
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 16
Berman Capital Advisors, LLC 16
Samlyn Capital, Llc 16
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 16
CENTRAL TRUST Co 16
Mckinley Capital Management Llc /delaware 16
Advisory Research Inc 16
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 16
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 16
Atria Investments Llc 16
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 16
Pine River Capital Management L.P. 16
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 16
Prospera Financial Services Inc 16
Quantedge Capital Pte Ltd 16
Wealthfront Inc 16
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 16
Baird Robert W & Co Inc /wi/ 16
Flagship Harbor Advisors, Llc 16
Humankind Benefit Corp - Humankind US Stock ETF 16
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 16
Smithfield Trust Co 16
Retirement Systems of Alabama 16
EAM Global Investors LLC 16
Bell Investment Advisors, Inc 16
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 16
RMB Capital Management, LLC 16
Chartwell Investment Partners, Llc 16
South Dakota Investment Council 16
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 16
CI Private Wealth, LLC 16
Tradeworx Inc. 16
Paradigm Asset Management Co Llc 16
Armistice Capital, Llc 16
Hartland & Co., LLC 16
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 16
SummerHaven Investment Management, LLC 16
Harvest Fund Management Co., Ltd 16
American Portfolios Advisors 16
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 16
Melvin Capital Management LP 16
Wasatch Advisors Inc 16
Leap Investments Lp 16
State of New Jersey Common Pension Fund A 16
Nebula Research & Development LLC 16
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 16
Jump Trading, LLC 16
Placemark Investments, Inc. 16
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 16
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 16
Boulder Hill Capital Management Lp 16
CoreCap Advisors, LLC 16
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 16
Gts Securities Llc 16
EntryPoint Capital, LLC 16
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 16
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 16
Wipfli Financial Advisors Llc, 16
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 16
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 16
Essex Investment Management Co Llc 16
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 16
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 16
Pathstone Family Office, Llc 16
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 16
SG3 Management, LLC 16
Checchi Capital Advisers, LLC 16
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 16
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 16
Global X Management CO LLC 16
Ameritas Investment Corp 16
Royce Value Trust Inc 16
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 16
Qs Batterymarch Financial Management, Inc 16
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 16
Amundi Pioneer Asset Management Inc 16
Wbi Investments, Inc. 15
Mitsubishi UFJ Trust & Banking Corp 15
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 15
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 15
Securian Asset Management, Inc 15
Maple Securities Usa Inc 15
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 15
Navellier & Associates Inc 15
Thompson Davis & Co., Inc. 15
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15
FDx Advisors, Inc. 15
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 15
Bare Financial Services, Inc 15
361 Capital Llc 15
Neuburgh Advisers LLC 15
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 15
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 15
Meadow Creek Investment Management LLC 15
Signet Financial Management, Llc 15
Money Concepts Capital Corp 15
Enterprise Financial Services Corp 15
Illinois Municipal Retirement Fund 15
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 15
Icon Advisers Inc/co 15
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 15
Mazama Capital Management Inc 15
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 15
Commonwealth Equity Services, Inc 15
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 15
Vident Advisory, LLC 15
Sculptor Capital LP 15
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 15
Jacobi Capital Management LLC 15
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 15
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 15
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 15
Evoke Wealth, Llc 15
North Star Investment Management Corp. 15
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 15
Old National Bancorp /in/ 15
Woodline Partners LP 15
Alpha Windward Llc 15
Calamos Advisors LLC 15
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 15
Mycio Wealth Partners, Llc 15
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 15
Wealthspire Advisors, LLC 15
AE Wealth Management LLC 15
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 15
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 15
Bluefin Trading, LLC 15
Benjamin F. Edwards & Company, Inc. 15
Moore Capital Management, Lp 15
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 15
MINO - PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 15
Patriot Financial Group Insurance Agency, LLC 15
Azzad Asset Management Inc /adv 15
Compagnie Lombard Odier SCmA 15
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 15
MUFG Securities EMEA plc 15
Cetera Advisors LLC 15
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 15
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 15
Bb&t Investment Services, Inc. 15
Wedbush Securities Inc 15
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 15
EALBX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 1-to-10 Year Laddered Municipal Bond Fund Class A 15
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 15
Harvest Group Wealth Management, Llc 15
National Planning Corp 15
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
Brinker Capital Investments, LLC 15
Holocene Advisors, LP 15
Ing Groep Nv 15
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 15
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 15
Harbor Capital Advisors, Inc. 15
Keebeck Alpha, LP 15
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 15
Frontier Capital Management Co Llc 15
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 15
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 15
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 15
NatWest Group plc 15
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 15
Penserra Capital Management LLC 15
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 15
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 15
Avalon Global Asset Management LLC 15
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 15
Towle & Co 15
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 15
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 15
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 15
Hantz Financial Services, Inc. 15
Liberty Mutual Group Asset Management Inc. 15
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 15
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 15
Prescott Group Capital Management, L.l.c. 15
Deprince Race & Zollo Inc 15
Blackrock Muniyield Quality Fund Ii, Inc. 15
Sanctuary Wealth Advisors, LLC 15
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 15
Cambiar Investors Llc 15
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 15
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 15
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 15
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 15
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 15
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 15
Dynamic Capital Management Ltd 15
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 15
Soros Fund Management Llc 15
Bridgefront Capital, LLC 15
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 15
Aviva Plc 15
Nuveen Municipal High Income Opportunity Fund 15
Inceptionr Llc 15
Aster Capital Management (DIFC) Ltd 15
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 15
Janus Capital Management Llc 15
SG Capital Management LLC 15
Regal Investment Advisors LLC 15
Axq Capital, Lp 14
Zeke Capital Advisors, Llc 14
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 14
Dana Investment Advisors, Inc. 14
Pictet Asset Management Ltd 14
Gabelli Funds Llc 14
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 14
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 14
Headlands Technologies LLC 14
Guardian Wealth Advisors, LLC 14
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 14
CPSIX - Unified Series Trust - Fci Bond Fund 14
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 14
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 14
EBI - RBB Fund Trust - Longview Advantage ETF 14
Winslow, Evans & Crocker, Inc. 14
Blackrock Investment Quality Municipal Trust Inc. 14
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 14
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 14
Handelsbanken Fonder AB 14
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 14
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 14
Yorktown Management & Research Co Inc 14
Bank Of Nova Scotia 14
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 14
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 14
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 14
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 14
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 14
Scotia Capital Inc. 14
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 14
Jfs Wealth Advisors, Llc 14
Susquehanna Portfolio Strategies, LLC 14
Eaton Vance Municipal Income Trust 14
Principal Securities, Inc. 14
NSGRX - Northern Funds - Northern Small Cap Core Fund 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 14
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 14
Breton Hill Capital Ltd. 14
Mercer Global Advisors Inc /adv 14
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 14
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 14
Gerry Farber, LLC 14
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 14
Hood River Capital Management LLC 14
Cornerstone Investment Partners, LLC 14
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 14
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 14
Euclidean Technologies Management, LLC 14
Alexandria Capital, LLC 14
Oppenheimer Etf Trust 14
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 14
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 14
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 14
Ci Investments Inc. 14
JustInvest LLC 14
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 14
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 14
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 14
QCM Cayman, Ltd. 14
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 14
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 14
Advantage Investment Management, Llc 14
Optimum Investment Advisors 14
Cullen/frost Bankers, Inc. 14
Avantax Planning Partners, Inc. 14
Cornerstone Advisors, Inc. 14
Johnson Financial Group, Inc. 14
Candriam Luxembourg S.C.A. 14
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 14
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 14
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 14
Valley National Advisers Inc 14
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 14
Bogart Wealth, LLC 14
Kingdon Capital Management, L.l.c. 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 14
Newbridge Financial Services Group, Inc. 14
Coppell Advisory Solutions LLC 14
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 14
Kemnay Advisory Services Inc. 14
JNBA Financial Advisors 14
Pitcairn Co 14
DSAM Partners (London) Ltd 14
Renaissance Group Llc 14
Cinctive Capital Management LP 14
Kestra Advisory Services, LLC 14
Snowden Capital Advisors LLC 14
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 14
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 14
Geduld E E 14
Macroview Investment Management Llc 14
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 14
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 14
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 14
Northwestern Mutual Investment Management Company, Llc 14
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 14
Edgestream Partners, L.P. 14
Blackrock Municipal Income Quality Trust 14
Winton Diversified Opportunities Fund 14
Virtus Investment Advisers, Inc. 14
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 14
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 14
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 14
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 14
Hartford Mutual Funds Inc/ct 14
BFOR - ALPS ETF Trust - Barron's 400 ETF 14
Profunds - Profund Vp Oil & Gas 14
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 14
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 14
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 14
BNP Paribas Asset Management Holding S.A. 14
Emerald Advisers, Llc 14
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 14
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 14
We Are One Seven, LLC 14
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 14
Formula Growth Ltd 14
Valeo Financial Advisors, LLC 14
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 14
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 14
Societe Generale 14
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 14
Klp Kapitalforvaltning As 14
Utah Retirement Systems 14
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 14
Lenox Wealth Advisors, LLC 14
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 14
Sageworth Trust Co 14
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 14
Artemis Investment Management LLP 13
Forum Funds 13
Cramer Rosenthal Mcglynn Llc 13
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 13
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 13
Numerai GP LLC 13
Wealth Enhancement Advisory Services, Llc 13
Creative Financial Designs Inc /adv 13
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 13
Blackrock Core Bond Trust 13
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 13
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 13
Washington Trust Bank 13
Parametrica Management Ltd 13
King Luther Capital Management Corp 13
Sound Income Strategies, LLC 13
DRTAX - BNY Mellon Municipal Bond Funds, Inc. - BNY Mellon Municipal Bond Fund 13
RMHSX - RUSSELL INVESTMENT CO - Long Duration Bond Fund Class S 13
Prestige Wealth Management Group LLC 13
Cerebellum GP, LLC 13
Dreman Value Management, L L C 13
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 13
Jain Global LLC 13
First Horizon Corp 13
Boston Private Bank & Trust Co 13
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 13
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 13
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 13
Diker Management Llc 13
Northpointe Capital Llc 13
Mutual Advisors, LLC 13
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 13
Crewe Advisors LLC 13
Pnc Funds 13
Harvest Management Llc 13
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 13
Steward Financial Group LLC 13
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 13
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 13
Usaa Etf Trust 13
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 13
Livforsakringsbolaget Skandia, Omsesidigt 13
Xact Kapitalforvaltning AB 13
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 13
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 13
Foresters Investment Management Company, Inc. 13
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 13
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 13
Caisse De Depot Et Placement Du Quebec 13
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 13
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 13
Pictet Asset Management Holding SA 13
Passport Capital, LLC 13
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 13
Scientech Research LLC 13
RBB FUND, INC. - Adara Smaller Companies Fund 13
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 13
Weaver C. Barksdale & Associates, Inc. 13
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 13
Evergreen Capital Management Llc 13
Maven Securities LTD 13
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 13
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 13
Disciplined Investments, LLC 13
EALTX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond Fund Class A 13
Curian Capital Llc 13
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 13
Private Wealth Management Group, LLC 13
Lotus Technology Management, LP 13
Mirabella Financial Services Llp 13
Advance Capital I Inc 13
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 13
Vestcor Inc 13
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 13
BRYN MAWR TRUST Co 13
R Squared Ltd 13
Twin Tree Management, LP 13
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 13
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 13
Transamerica Financial Advisors, Inc. 13
SISIX - VIRTUS ASSET TRUST - Virtus Seix Investment Grade Tax-Exempt Bond Fund Class A 13
Ieq Capital, Llc 13
Atlantic Trust, LLC 13
Schonfeld Group Holdings LLC 13
White Pine Capital Llc 13
Hemington Wealth Management 13
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 13
Bridgewater Associates, LP 13
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 13
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 13
Bb&t Securities, Llc 13
Tyers Asset Management LLC 13
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 13
Td Private Client Wealth Llc 13
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 13
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 13
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 13
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 13
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 13
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 13
Fisher Asset Management, LLC 13
William Blair Investment Management, Llc 13
CIBC Bancorp USA Inc. 13
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 13
Manatuck Hill Partners, LLC 13
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 13
DiNuzzo Private Wealth, Inc. 13
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 13
JBF Capital, Inc. 13
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 13
First Allied Advisory Services, Inc. 13
IBMT - iSHARES TRUST - iShares iBonds Dec 2031 Term Muni Bond ETF 13
Leonteq Securities AG 13
Ascend Capital, Llc 13
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 13
Root Financial Partners, LLC 13
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 13
Banque Pictet & Cie Sa 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 13
HCIMX - HC CAPITAL TRUST - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares 13
Profunds - Profund Vp Small-cap Growth 13
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 13
WealthTrust-Arizona, LLC 13
Bodri Capital Management, LLC 13
Impala Asset Management LLC 13
Cantab Capital Partners LLP 13
Tsfg, Llc 13
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 13
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 13
Erste Asset Management GmbH 13
UniSuper Management Pty Ltd 13
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 13
Symphony Asset Management Llc 13
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 13
Flinton Capital Management LLC 13
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 13
Harbor Investment Advisory, Llc 13
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 13
International Assets Investment Management, Llc 13
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 13
United Capital Financial Advisers, Llc 13
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 13
Mount Yale Investment Advisors, LLC 13
Entropy Technologies, LP 13
Weiss Strategic Interval Fund 13
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 12
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 12
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 12
New England Securities Corp /MA/ 12
BDO Wealth Advisors, LLC 12
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 12
Matarin Capital Management, LLC 12
Archford Capital Strategies, LLC 12
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 12
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 12
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 12
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 12
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 12
King Street Capital Management, L.p. 12
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 12
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 12
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 12
Hexagon Capital Partners LLC 12
First Interstate Bank 12
Pathstone Holdings, LLC 12
Cordant, Inc. 12
Citizens Financial Group Inc/ri 12
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 12
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 12
Graticule Asia Macro Advisors LLC 12
Harel Insurance Investments & Financial Services Ltd. 12
Whitebox Advisors Llc 12
Brinker Capital Inc 12
Pictet Asset Management Sa 12
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 12
Kanaly Trust Co 12
Strategic Wealth Advisors Group, LLC 12
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 12
RHJ International SA 12
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 12
Meritage Portfolio Management 12
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 12
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity 12
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 12
Tortoise Investment Management, LLC 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 12
WTTAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class 12
IBM Retirement Fund 12
Colony Group Llc 12
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 12
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 12
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 12
Zions Bancorporation 12
Focused Wealth Management, Inc 12
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 12
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 12
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 12
Continuum Advisory, LLC 12
Zweig-DiMenna Associates LLC 12
GIJAX - GUGGENHEIM FUNDS TRUST - Guggenheim Municipal Income Fund A-Class 12
Sargent Bickham Lagudis LLC 12
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class 12
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 12
NOBOX - Northern Funds - Northern Bond Index Fund 12
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 12
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 12
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 12
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 12
Fortaleza Asset Management Inc/ 12
Lyon Street Capital, LLC 12
SGPIX - Profunds - Small-cap Growth Profund Investor Class 12
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 12
Kornitzer Capital Management Inc /ks 12
Calvert Investment Management, Inc. 12
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 12
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 12
Toroso Investments, LLC 12
FourThought Financial, LLC 12
Duality Advisers, Lp 12
FinTrust Capital Advisors, LLC 12
Gamco Investors, Inc. Et Al 12
JJJ Advisors Inc. 12
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 12
Portolan Capital Management, LLC 12
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 12
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 12
CX Institutional 12
Venturi Wealth Management, LLC 12
Dean Investment Associates, Llc 12
MMBMX - BNY MELLON FUNDS TRUST - BNY Mellon Massachusetts Intermediate Municipal Bond Fund Class M Shares 12
Ibex Investors LLC 12
Schubert & Co 12
CWM Advisors, LLC 12
Financial Advocates Investment Management 12
Legato Capital Management LLC 12
New Mexico Educational Retirement Board 12
Centaurus Financial, Inc. 12
Ameritas Advisory Services, LLC 12
People's United Financial, Inc. 12
CenterStar Asset Management, LLC 12
Capula Management Ltd 12
Seacrest Wealth Management, Llc 12
MASTER BOND LLC - Master Total Return Portfolio 12
CVA Family Office, LLC 12
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 12
Acap Strategic Fund 12
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 12
Eaton Vance Ltd Duration Income Fund 12
Meridian Wealth Partners, LLC 12
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 12
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 12
Brookfield Asset Management Inc. 12
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 12
Brant Point Investment Management Llc 12
Delphia (USA) Inc. 12
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 12
New York Life Investment Management Llc 12
Boston Private Wealth Llc 12
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 12
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 12
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 12
Mfs Investment Grade Municipal Trust 12
Catapult Capital Management Llc 12
Belvedere Trading LLC 12
Oppenheimer Global Multi Strategies Fund 12
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 12
Advantage Advisers Xanthus Fund, L.l.c. 12
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 12
VCAAX - VALIC Co I - Asset Allocation Fund 12
Balter Liquid Alternatives, LLC 12
Transamerica Partners Funds Group 12
Tcwp Llc 12
Transamerica Partners Funds Group Ii 12
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 12
Financial Advisors Network, Inc. 12
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 12
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 12
FASWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Municipal Income Fund 12
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 12
Swiss Life Asset Management Ltd 12
Sandy Spring Bank 12
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 12
iSHARES TRUST - iShares Long-Term National Muni Bond ETF (Withdrawn Filing) 12
Caxton Associates Llp 12
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 12
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 12
Universal- Beteiligungs- und Servicegesellschaft mbH 12
PharVision Advisers, LLC 12
Bayforest Capital Ltd 12
VitalStone Financial, LLC 12
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 12
Mendota Financial Group, LLC 12
Rialto Wealth Management, LLC 12
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 12
Kepos Capital LP 12
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 12
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 12
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 12
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 12
Claymore Exchange-traded Fund Trust 12
Parkwood LLC 12
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 12
Global Financial Private Client, LLC 12
First Eagle Investment Management, LLC 12
Daiwa Securities Group Inc. 12
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 12
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 12
MBOVX - M FUND INC - M Large Cap Value Fund 11
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 11
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 11
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 11
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 11
Piermont Capital Management LLC 11
Gyon Technologies Capital Management, LP 11
BNP Paribas Investment Partners S.A. 11
Wall Street Associates 11
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 11
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 11
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 11
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 11
Quent Capital, LLC 11
DITEX - BNY Mellon Intermediate Municipal Bond Fund, Inc. - BNY Mellon Intermediate Municipal Bond Fund, Inc. 11
Gerstein Fisher 11
Putnam Municipal Opportunities Trust 11
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 11
Raleigh Capital Management Inc. 11
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 11
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 11
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 11
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 11
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 11
Chicago Partners Investment Group LLC 11
Twin Peaks Wealth Advisors, LLC 11
Divisadero Street Capital Management, LP 11
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 11
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 11
Candlestick Capital Management LP 11
Burney Co/ 11
Sit Investment Associates Inc 11
Alliancebernstein Global High Income Fund Inc 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
HFM Investment Advisors, LLC 11
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 11
WPG Advisers, LLC 11
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 11
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 11
Highlander Capital Management, LLC 11
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 11
Suffolk Capital Management Llc 11
Gryphon Financial Partners LLC 11
Trustcore Financial Services, Llc 11
Covington Capital Management 11
Mml Investors Services, Llc 11
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 11
6 Meridian 11
MANA Advisors LLC 11
Diametric Capital, LP 11
111 Capital 11
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 11
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 11
Lmcg Investments, Llc 11
Caldwell & Orkin Inc 11
True Bearing Asset Management LP 11
JPL Wealth Management, LLC 11
Stifel Nicolaus & Co Inc \mo\ 11
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 11
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 11
Truvestments Capital Llc 11
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 11
San Francisco Sentry Investment Group (ca) 11
SMI - VanEck ETF Trust - VanEck HIP Sustainable Muni ETF 11
EA Series Trust 11
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 11
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 11
Pinnacle Associates Ltd 11
Stephens Consulting, LLC 11
Sun Life Financial Inc 11
Zions Bancorporation, N.A. 11
Neo Ivy Capital Management 11
Bay Harbor Wealth Management, LLC 11
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 11
Salomon & Ludwin, LLC 11
Alpha Quant Advisors, Llc 11
Blackrock Muniholdings Investment Quality Fund 11
Regentatlantic Capital Llc 11
Liberty Wealth Management Llc 11
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 11
Sequoia Financial Advisors, LLC 11
Golden State Wealth Management, LLC 11
Parkworth Wealth Management, Inc. 11
Jump Trading, Llc 11
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 11
Ssi Investment Management Llc 11
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
Tompkins Financial Corp 11
I.g. Investment Management, Ltd. 11
Etf Managers Group, Llc 11
Impact Partnership Wealth, LLC 11
VVSCX - VALIC Co I - Small Cap Value Fund 11
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 11
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 11
Winton Capital Management Ltd 11
Contravisory Investment Management, Inc. 11
UMBAX - UBS FUNDS - UBS Municipal Bond Fund Class A 11
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 11
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 11
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 11
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 11
Advent Capital Management /de/ 11
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 11
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 11
Anchor Investment Management, LLC 11
Rothschild Investment Corp /il 11
Tabor Asset Management, LP 11
Hm Payson & Co 11
Leuthold Group, Llc 11
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 11
GMNY - Goldman Sachs ETF Trust - Goldman Sachs Dynamic New York Municipal Income ETF 11
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 11
Alpha DNA Investment Management LLC 11
Moors & Cabot, Inc. 11
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 11
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 11
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 11
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 11
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 11
Oakbrook Investments Llc 11
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 11
Invesco Bond Fund 11
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 11
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 11
Bruderman Asset Management, LLC 11
Abound Wealth Management 11
BTG Pactual Global Asset Management Ltd 11
SpiderRock Advisors, LLC 11
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 11
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 11
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 11
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 11
Kessler Investment Group, LLC 11
Integre Asset Management, LLC 11
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 11
Front Row Advisors LLC 11
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 11
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 11
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 11
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 11
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 11
Heartland Advisors Inc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 11
Leonard Capital Management, Inc 11
Copper Rock Capital Partners, LLC 11
PIMCO FUNDS - PIMCO Municipal Portfolio 11
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 11
PENN SERIES FUNDS INC - Small Cap Value Fund 11
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 11
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 11
Snow Capital Management Lp 11
Westfield Capital Management Co Lp 11
NN Investment Partners Holdings N.V. 11
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 11
Gideon Capital Advisors, Inc. 11
Atria Wealth Solutions, Inc. 11
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 11
Transamerica Partners Portfolios 11
Gupta Wealth Management LLC 11
Xponance, Inc. 11
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 11
Key FInancial Inc 11
BlueCrest Capital Management LLP 11
Granahan Investment Management Inc/ma 11
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 11
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 11
CSat Investment Advisory, L.P. 10
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 10
BI Asset Management Fondsmaeglerselskab A/S 10
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 10
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 10
Wealthfront Advisers Llc 10
Blackrock Munivest Fund, Inc. 10
Sigma Planning Corp 10
Cadian Capital Management, Lp 10
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 10
Kettle Hill Capital Management, Llc 10
Easterly Investment Partners Llc 10
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 10
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 10
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 10
Next Financial Holdings 10
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 10
Coastal Investment Advisors, Inc. 10
Washington Capital Management Inc 10
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 10
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 10
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 10
Glg Llc 10
First Midwest Bank Trust Division 10
HXBIX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Tax-Exempt Bond Fund Class I 10
Genesee Valley Trust Co 10
Marathon Trading Investment Management LLC 10
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 10
Aristides Capital LLC 10
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 10
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 10
Exane Derivatives 10
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 10
Water Island Capital Llc 10
Waratah Capital Advisors Ltd. 10
Vanguard Investments Australia, Ltd. 10
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 10
Tradewinds Capital Management, LLC 10
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 10
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 10
Level Four Advisory Services, Llc 10
Lighthouse Investment Partners, LLC 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 10
Van Eck Associates Corp 10
Royal London Asset Management Ltd 10
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 10
Voya Senior Income Fund 10
Sageworth Trust Co of South Dakota 10
Venture Visionary Partners LLC 10
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 10
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 10
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 10
Bartlett & Co. LLC 10
Emerald Mutual Fund Advisers Trust 10
TIG Advisors, LLC 10
NHYMX - Northern Funds - Northern High Yield Municipal Fund 10
Qsemble Capital Management, LP 10
VANGUARD ASSET MANAGEMENT, Ltd 10
Krilogy Financial LLC 10
PointState Capital LP 10
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 10
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 10
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 10
Ziegler Capital Management, LLC 10
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 10
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 10
NorthCoast Asset Management LLC 10
BSMM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Municipal Bond ETF 10
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 10
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 10
Integrated Wealth Management 10
Plato Investment Management Ltd 10
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 10
Americafirst Capital Management, Llc 10
Clark Estates Inc/ny 10
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 10
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 10
Standard Life Aberdeen plc 10
Kehrs Ridge Capital,LLC 10
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 10
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 10
Keating Financial Advisory Services, Inc. 10
SOA Wealth Advisors, LLC. 10
Wealthcare Capital Management Llc 10
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 10
Gilder Gagnon Howe & Co Llc 10
Chilton Investment Co Llc 10
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 10
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 10
E. Ohman J:or Asset Management AB 10
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 10
Western Asset Municipal Defined Opportunity Trust Inc. 10
TrimTabs Asset Management, LLC 10
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 10
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 10
Ikos Cif Ltd 10
Marquette Asset Management, LLC 10
DAVENPORT & Co LLC 10
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 10
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 10
Mfs High Yield Municipal Trust 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 10
Invenomic Capital Management LP 10
Mfs High Income Municipal Trust 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 10
Dalton Greiner Hartman Maher & Co 10
Perkins Investment Management, LLC 10
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 10
ISAM Funds (UK) Ltd 10
Caas Capital Management Lp 10
Aberdeen Asset Management Plc/uk 10
Orinda Asset Management LLC 10
Freestone Capital Holdings, LLC 10
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 10
TMUUX - MORGAN STANLEY PATHWAY FUNDS - Municipal Bond Fund 10
Gateway Investment Advisers Llc 10
Private Ocean, LLC 10
Capital World Investors 10
Ausdal Financial Partners, Inc. 10
Cortina Asset Management, LLC 10
Marex Group plc 10
NinePointTwo Capital 10
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 10
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 10
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
Franklin Street Advisors Inc /nc 10
AHIVX - American Century Investment Trust - High Income Fund Investor Class 10
Achmea Investment Management B.V. 10
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 10
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 10
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 10
Veritable, L.P. 10
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 10
Mather Group, Llc. 10
Century Capital Management, LLC 10
Semanteon Capital Management, LP 10
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 10
Blackrock Long-term Municipal Advantage Trust 10
Fort Washington Investment Advisors Inc /oh/ 10
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 10
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 10
Silvercrest Asset Management Group Llc 10
Clearline Capital LP 10
PTEBX - BNY Mellon Opportunistic Municipal Securities Fund - BNY Mellon Opportunistic Municipal Securities Fund Class A 10
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 10
Leavell Investment Management, Inc. 10
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 10
Saturna Capital CORP 10
Calamos Global Dynamic Income Fund 10
Calamos Strategic Total Return Fund 10
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 10
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 10
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 10
Tradition Wealth Management, LLC 10
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 10
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 10
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 10
Kentucky Retirement Systems 10
R&F Capital Advisors LP 10
Millrace Asset Group, Inc. 10
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 10
Institutional & Family Asset Management, Llc 10
STXK - EA Series Trust - Strive Small-Cap ETF 10
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 10
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 10
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 10
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 10
Chevy Chase Trust Holdings, Inc. 10
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 10
Koch Industries Inc 10
First Personal Financial Services 10
Capstone Series Fund Inc 10
Nantahala Capital Management, LLC 10
Cloud Capital Management, LLC 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 10
Phocas Financial Corp. 10
Contrarius Investment Management Ltd 10
Lombardia Capital Partners Llc 10
Tibra Equities Europe Ltd 10
Advisor Partners Ii, Llc 10
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 10
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 10
Resources Investment Advisors, LLC. 10
Artisan Partners Limited Partnership 10
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 10
First National Bank Of Omaha 10
Commerce Bank 10
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 10
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 10
Athanor Capital, Lp 10
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 10
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 10
Horizon Investments, LLC 10
Annis Gardner Whiting Capital Advisors, LLC 10
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 10
Edmond De Rothschild Holding S.a. 10
GPS Wealth Strategies Group, LLC 10
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 10
Old Mission Capital Llc 10
Euclid Advisors LLC 10
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 10
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 10
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 10
Penn Capital Management Co Inc 10
Cigna Investments Inc /new 10
Mosaic Family Wealth, LLC 10
Ropes Wealth Advisors Llc 10
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 10
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 10
Mizuho Trust & Banking Co., Ltd. 10
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 10
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 10
Brookstone Capital Management 10
Independent Advisor Alliance 10
Jupiter Asset Management Ltd 10
Zurich Insurance Group Ltd/FI 10
Warren Averett Asset Management, LLC 10
Freestone Grove Partners LP 10
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 10
Nair Vinay 10
QCVAX - Clearwater Investment Trust - Clearwater International Fund 10
Wakefield Asset Management LLLP 10
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 10
Dean Capital Management 10
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 10
SOUTH STATE Corp 10
Equitec Proprietary Markets, Llc 10
Tributary Capital Management, LLC 10
Garnet Equity Capital Holdings, Inc. 10
Wilmington Funds Management Corp 10
TD Waterhouse Canada Inc. 10
Ledyard National Bank 10
TradeLink Global Equity LLC 10
Exencial Wealth Advisors, Llc 10
Vantage Investment Advisors, LLC 10
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 10
1832 Asset Management L.P. 10
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 10
Affinity Investment Advisors, Llc 10
Clearview Wealth Advisors LLC 10
Harvest Investment Services, LLC 10
Dunhill Financial, LLC 10
EIITX - FIRST INVESTORS TAX EXEMPT FUNDS - First Investors Tax Exempt Opportunities Fund Class A 9
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 9
Cedar Mountain Advisors, LLC 9
Sentinel Asset Management, Inc. 9
Carolina Wealth Advisors, LLC 9
BlackRock Credit Strategies Fund 9
Echo Street Capital Management LLC 9
Kiwi Wealth Investments Limited Partnership 9
MIK Capital, LP 9
Bellevue Asset Management, Llc 9
WASHINGTON TRUST Co 9
Six Columns Capital, Lp 9
Richard Bernstein Advisors LLC 9
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 9
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 9
Calamos Long/Short Equity & Dynamic Income Trust 9
Capital Analysts, Inc. 9
Baldwin Brothers Inc/ma 9
Rsm Us Wealth Management Llc 9
Mv Capital Management, Inc. 9
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 9
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 9
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 9
Sheaff Brock Investment Advisors, LLC 9
Asset Dedication, LLC 9
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 9
Shapiro Robert N 9
Spring Creek Capital Llc 9
Danske Bank A/s 9
Gratia Capital, Llc 9
Jackson Creek Investment Advisors LLC 9
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 9
DSSMX - DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selective State Municipal Bond Portfolio Institutional Class 9
RK Capital Management, LLC 9
Granite Point Capital Management, L.P. 9
McCarthy Asset Management, Inc. 9
SkyView Investment Advisors, LLC 9
Timelo Investment Management Inc. 9
P Schoenfeld Asset Management Lp 9
Maplelane Capital, Llc 9
Virtus ETF Advisers LLC 9
Hennion & Walsh Asset Management, Inc. 9
MBND - SSGA Active Trust - SPDR Nuveen Municipal Bond ETF 9
Kovitz Investment Group Partners, LLC 9
Lombard Odier Asset Management (Switzerland) SA 9
Claris Advisors, Llc / Mo / 9
Gardner Lewis Asset Management L P 9
Dubuque Bank & Trust Co 9
Congress Asset Management Co /ma 9
Johnson Investment Counsel Inc 9
Prudential Plc 9
Blue Arrow Capital Management Llc 9
BerganKDV Wealth Management, LLC 9
Twin Capital Management Inc 9
High Net Worth Advisory Group LLC 9
Vise Technologies, Inc. 9
Brave Asset Management Inc 9
Telluride Asset Management LLC 9
Brewin Dolphin Ltd 9
Herndon Capital Management Llc 9
Stux Capital Management, LLC 9
Todd Asset Management Llc 9
Eisler Capital (US) LLC 9
Readystate Asset Management Lp 9
Coppell Advisory Solutions Corp. 9
Greenlight Capital Inc 9
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 9
Lee Financial Co 9
IHT Wealth Management, LLC 9
Nbc Securities, Inc. 9
Ritholtz Wealth Management 9
New Age Alpha Advisors, LLC 9
Kapitalo Investimentos Ltda 9
FDURX - FIRST EAGLE FUNDS - First Eagle Short Duration High Yield Municipal Fund Class R6 9
WealthCollab, LLC 9
Ashton Thomas Private Wealth, LLC 9
Unison Advisors LLC 9
Glen Eagle Advisors, LLC 9
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 9
Invesco High Income Trust Ii 9
Northwest & Ethical Investments L.P. 9
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 9
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 9
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 9
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 9
RMNY - Tidal Trust III - Rockefeller New York Municipal Bond ETF 9
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 9
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Term Municipal Fund Class Y 9
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 9
Polymer Capital Management (US) LLC 9
Eisler Capital Management Ltd. 9
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 9
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 9
Fieldview Capital Management, LLC 9
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 9
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 9
Vermillion Wealth Management, Inc. 9
Blackrock Taxable Municipal Bond Trust 9
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 9
Blackrock Municipal Income Investment Trust 9
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 9
Wealth Preservation Advisors, LLC 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 9
NUMI - Nushares ETF Trust - Nuveen Municipal Income ETF 9
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 9
Glenmede Investment Management, LP 9
Blackstone / Gso Long-short Credit Income Fund 9
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 9
Nuveen S&p 500 Dynamic Overwrite Fund 9
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 9
Miracle Mile Advisors, LLC 9
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 9
Clear Harbor Asset Management, LLC 9
Manning & Napier Advisors Llc 9
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 9
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 9
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 9
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 9
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 9
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 9
Cca Investments Trust 9
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 9
Global X Funds 9
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 9
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 9
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 9
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 9
Neuberger Berman High Yield Strategies Fund Inc. 9
Axiom International Investors Llc /de 9
Mfs Municipal Income Trust 9
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 9
Dtf Tax-free Income Inc 9
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 9
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 9
Calamos Convertible Opportunities & Income Fund 9
Calamos Convertible & High Income Fund 9
Calamos Dynamic Convertible & Income Fund 9
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 9
Nuveen Build America Bond Fund 9
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 9
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 9
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
ArrowMark Colorado Holdings LLC 9
Pier Capital, LLC 9
Legacy Financial Advisors, Inc. 9
MYDA Advisors LLC 9
Solstein Capital, LLC 9
Delphi Management Inc /ma/ 9
Castleview Partners, Llc 9
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9
Kavar Capital Partners, LLC 9
Venator Capital Management Ltd. 9
Graves-Light Private Wealth Management, Inc. 9
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 9
Avantax Advisory Services, Inc. 9
Broad Bay Capital Management, LP 9
Mark Sheptoff Financial Planning, Llc 9
Alera Investment Advisors, LLC 9
O'Shares Investment Advisers, LLC 9
Investment Counselors Of Maryland Llc 9
Wesbanco Bank Inc 9
Claro Advisors LLC 9
Quest Capital Management Inc /adv 9
GABELLI & Co INVESTMENT ADVISERS, INC. 9
Kore Private Wealth LLC 9
Riggs Asset Managment Co. Inc. 9
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 9
Munder Series Trust 9
Discovery Capital Management, Llc / Ct 9
UMA Financial Services, Inc. 9
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 9
GHP Investment Advisors, Inc. 9
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 9
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 9
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 9
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 9
Hl Financial Services Llc 9
PGGM Investments 9
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 9
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 9
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 9
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 9
Advanced Series Trust - Ast High Yield Portfolio 9
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 9
Advisor Partners Llc 9
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 9
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 9
B. Riley Financial, Inc. 9
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 9
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 9
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 9
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 9
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 9
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 9
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 9
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 9
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 9
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 9
L & S Advisors Inc 9
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 9
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 9
Mizuho Securities Usa Llc 9
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 9
Ivory Investment Management, Llc 9
Metropolitan Capital Advisors Inc 9
GLG Partners LP 9
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 9
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 9
Cim Investment Mangement Inc 9
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 9
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 9
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 9
GNMFX - PIMCO FUNDS - PIMCO Gurtin National Municipal Opportunistic Value Fund Institutional Class 9
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 9
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 9
AlphaMark Advisors, LLC 9
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF 9
Signia Capital Management Llc 9
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 9
Hudock, Inc. 9
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 9
Cypress Capital Management LLC (WY) 9
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 9
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 9
HCSBX - HC CAPITAL TRUST - The Short-Term Municipal Bond Portfolio HC Strategic Shares 9
Trust Co Of Vermont 9
Highstreet Asset Management Inc. 9
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 9
Decatur Capital Management, Inc. 9
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF 9
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 9
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 9
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 9
DnB Asset Management AS 9
GW&K Investment Management, LLC 9
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 9
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 9
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 9
Amica Mutual Insurance Co 9
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 9
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 9
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 9
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 9
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 9
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 9
Crow Point Partners, LLC 9
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 9
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 9
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 9
Wall Street Access Asset Management, LLC 9
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 9
Salem Investment Counselors Inc 9
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 9
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 9
ARGI Investment Services, LLC 9
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 9
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 9
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 9
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 9
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 9
Gladius Capital Management LP 9
Migdal Insurance & Financial Holdings Ltd. 9
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 9
Stephens Inc /ar/ 9
Lingohr & Partner Asset Management GmbH 9
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 9
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 9
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 9
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 9
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 9
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 9
Amica Retiree Medical Trust 9
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 9
Capital One, National Association 9
Amica Pension Fund Board Of Trustees 9
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 9
New York Life Trust Co 9
Van Hulzen Asset Management, LLC 9
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 9
Skylands Capital, LLC 9
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 9
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 9
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 9
Kingsview Wealth Management, LLC 9
PVI - Invesco Exchange-Traded Fund Trust II - Invesco VRDO Tax-Free Weekly ETF 9
AlphaOne Investment Services, LLC 9
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 9
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 8
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 8
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 8
Blackstone / Gso Senior Floating Rate Term Fund 8
Advisor Resource Council 8
Putnam Premier Income Trust 8
Park Avenue Securities Llc 8
Kula Investments, LLC 8
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 8
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 8
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 8
West Tower Group, LLC 8
NuWave Investment Management, LLC 8
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 8
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 8
Argentus Capital Management, LLC 8
Senvest Management, LLC 8
Deutsche Strategic Municipal Income Trust 8
Avion Wealth 8
Cambridge Trust Co 8
Dynamic Advisor Solutions LLC 8
Malaga Cove Capital, LLC 8
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 8
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 8
Ironwood Investment Management Llc 8
Blackrock Corporate High Yield Fund, Inc. 8
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 8
Ranger Investment Management, L.P. 8
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 8
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 8
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 8
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 8
Rs Investment Management Co Llc 8
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 8
AGF Investments LLC 8
Stonehage Fleming Financial Services Holdings Ltd 8
Scout Investments, Inc. 8
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 8
Blackstone / Gso Strategic Credit Fund 8
Westport Resources Management Inc 8
Chase Investment Counsel Corp 8
Vestmark Advisory Solutions, Inc. 8
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 8
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 8
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 8
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 8
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 8
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 8
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 8
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 8
Bank Of Hawaii 8
Abich Financial Wealth Management LLC 8
Nuveen Nasdaq 100 Dynamic Overwrite Fund 8
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 8
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 8
Treasurer of the State of North Carolina 8
BRC Investment Management LLC 8
Earnest Partners Llc 8
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 8
Columbia Partners L L C Investment Management 8
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 8
Blackstone Group Inc 8
1060 Capital, LLC 8
Spdr S&p Midcap 400 Etf Trust 8
Executive Wealth Management, LLC 8
Oak Ridge Investments Llc 8
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 8
Human Investing LLC 8
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 8
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 8
Wealthbridge Capital Management, Llc 8
Miller Value Partners, Llc 8
Motco 8
Allstate Corp 8
Redwood Investments, LLC 8
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 8
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 8
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 8
Intrust Bank Na 8
PRW Wealth Management LLC 8
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8
Perella Weinberg Partners Capital Management LP 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 8
HHM Wealth Advisors, LLC 8
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 8
BW Gestao de Investimentos Ltda. 8
Townsquare Capital Llc 8
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 8
Savant Capital, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 8
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 8
Calamos Global Total Return Fund 8
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 8
Riverview Trust Co 8
Meiji Yasuda Life Insurance Co 8
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 8
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 8
Laurel Wealth Advisors LLC 8
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 8
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 8
Quotient Investors, LLC 8
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 8
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 8
SummitTX Capital, L.P. 8
Hayden Royal, Llc 8
D'Orazio & Associates, Inc. 8
Sumitomo Mitsui DS Asset Management Company, Ltd 8
SageView Advisory Group, LLC 8
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 8
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 8
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 8
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 8
Sumitomo Mitsui Trust Holdings, Inc. 8
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 8
WealthTrak Capital Management LLC 8
Primecap Management Co/ca/ 8
YorkBridge Wealth Partners, LLC 8
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 8
Keeley-Teton Advisors, LLC 8
Zions Bancorporation, National Association /ut/ 8
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 8
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 8
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 8
Byrne Asset Management LLC 8
HYLD - Exchange Listed Funds Trust - High Yield ETF 8
Elequin Capital Lp 8
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 8
Moisand Fitzgerald Tamayo, LLC 8
Guggenheim Strategic Opportunities Fund 8
Bruce G. Allen Investments, LLC 8
Amtrust Financial Services, Inc. 8
Palouse Capital Management, Inc. 8
Avalon Advisors, Llc 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 8
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 8
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 8
Blackrock Debt Strategies Fund, Inc. 8
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 8
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 8
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 8
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 8
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 8
Ferris Capital, Llc 8
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 8
Dialectic Capital Management, Lp 8
Pioneer Municipal High Income Trust 8
Tri-continental Corp 8
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 8
M&g Investment Management Ltd 8
Opus Capital Group, LLC 8
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 8
ORG Partners LLC 8
Intact Investment Management Inc. 8
black-and-white Capital LP 8
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 8
Apex Capital Management 8
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 8
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 8
Ifrah Financial Services, Inc. 8
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 8
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 8
IWB - iSHARES TRUST - iShares Russell 1000 ETF 8
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 8
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 8
Integrated Wealth Concepts LLC 8
Woodson Capital Management, LP 8
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 8
Altshuler Shaham Ltd 8
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8
FITAX - FIRST INVESTORS TAX EXEMPT FUNDS - First Investors Tax Exempt Income Fund Class A 8
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 8
Alliancebernstein National Municipal Income Fund 8
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 8
Elo Mutual Pension Insurance Co 8
Watershed Asset Management, L.L.C. 8
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 8
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 8
VCSVX - VALIC Co II - Small Cap Value Fund 8
Strategic Wealth Partners, Ltd. 8
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 8
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 8
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 8
Trust Co 8
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 8
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 8
Thompson Investment Management, Inc. 8
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 8
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 8
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 8
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 8
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 8
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 8
JS Capital Management LLC 8
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 8
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 8
Two Roads Shared Trust - Hypatia Women CEO ETF 8
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 8
VMIDX - VALIC Co I - Mid Cap Index Fund 8
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 8
VCGAX - VALIC Co I - Growth & Income Fund 8
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 8
EFG Asset Management (North America) Corp. 8
Blackrock Muniyield Investment Quality Fund 8
SFLTX - VIRTUS ASSET TRUST - Virtus Seix High Grade Municipal Bond Fund Class A 8
Community Bank, N.A. 8
Korea Investment CORP 8
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 8
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 8
Wagner Wealth Management, Llc 8
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 8
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 8
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 8
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 8
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 8
Mork Capital Management, LLC 8
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 8
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 8
Kayne Anderson Rudnick Investment Management Llc 8
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 8
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 8
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 8
Gerber Kawasaki Wealth & Investment Management 8
Kalos Management, Inc. 8
High Note Wealth, LLC 8
Wilbanks Smith & Thomas Asset Management Llc 8
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 8
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 8
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 8
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 8
Profunds - Profund Vp Consumer Services 8
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 8
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 8
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 8
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 8
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 8
Virtue Capital Management, LLC 8
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 8
Profunds - Profund Vp Ultramid-cap 8
Forward Management, LLC 8
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 8
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 8
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 8
StoneX Group Inc. 8
Jaffetilchin Investment Partners, LLC 8
Gmt Capital Corp 8
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 8
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 8
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 8
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 8
Pioneer Municipal High Income Advantage Trust 8
Piper Sandler & Co. 8
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 8
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 8
Sentry Investment Management Llc 8
Edge Advisors, Llc 8
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 8
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 8
Wealthcare Advisory Partners LLC 8
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 8
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 8
Franklin Ltd Duration Income Trust 8
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 8
Tfo-tdc, Llc 8
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 8
Kepos Capital LP 8
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 8
Bayberry Capital Partners LP 8
Gary Goldberg Planning Services Inc 8
Wealth Quarterback LLC 8
MNBD - ALPS ETF Trust - ALPS Intermediate Municipal Bond ETF 8
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio 8
Wilmington Trust Co 8
Silphium Asset Management Ltd 8
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 8
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 8
Six Circles Trust - Six Circles Credit Opportunities Fund 8
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 8
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 8
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 8
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 8
Grandeur Peak Global Advisors, LLC 8
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 8
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 8
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 8
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 8
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 8
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 8
NOFIX - Northern Funds - Northern Fixed Income Fund 8
Merit Financial Group, LLC 8
Amerivest Investment Management LLC 8
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 8
Northern Oak Wealth Management Inc 8
NOMIX - Northern Funds - Northern Mid Cap Index Fund 8
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 8
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 8
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 8
Peregrine Capital Management Llc 8
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 8
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 8
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 8
Verity Asset Management, Inc. 8
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 8
Exxonmobil Investment Management Inc /tx 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 8
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 8
MPPIX - BNY MELLON FUNDS TRUST - BNY Mellon Pennsylvania Intermediate Municipal Bond Fund Class M Shares 8
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 8
Highland Capital Management, Llc 8
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 8
Bluefin Capital Management, Llc 8
Atika Capital Management LLC 8
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 8
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 8
Guardian Life Insurance Co Of America 8
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 8
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A 8
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 8
Pendal Group Ltd 8
Verus Capital Partners, Llc 8
HighVista Strategies LLC 8
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 8
Alpine Woods Capital Investors, Llc 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 8
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 8
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 8
Cookson Peirce & Co Inc 8
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 8
Westwood Holdings Group Inc 8
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 8
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 8
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 8
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 8
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 8
Financial Counselors Inc 8
Fortitude Advisory Group L.L.C. 8
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 8
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 8
Lincoln National Corp 8
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 8
Vaughan Nelson Investment Management, L.p. 8
Sugarloaf Wealth Management, LLC 8
Arcadia Investment Management Corp/mi 8
Soviero Asset Management, LP 8
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 8
Integrated Investment Consultants, LLC 8
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 8
MCF Advisors LLC 8
MARSHALL WACE ASIA Ltd 8
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 8
River Road Asset Management, LLC 8
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 8
UMPIX - Profunds - Ultramid-cap Profund Investor Class 8
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 8
HighPoint Advisor Group LLC 8
MDPIX - Profunds - Mid-cap Profund Investor Class 8
F&C Asset Management plc 8
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 8
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 8
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 8
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 8
SevenBridge Financial Group, LLC 8
NewSquare Capital LLC 8
Thomas White International Ltd 8
Hollencrest Capital Management 8
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 8
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 8
Junto Capital Management LP 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
Harbour Capital Advisors, LLC 8
Glg Inc. 8
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 8
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 8
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 8
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 8
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 8
Tenzing Global Management, LLC 8
Colony Group, LLC 8
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 8
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 8
Invesco Municipal Income Opportunities Trust 8
CTC Alternative Strategies, Ltd. 8
Janney Capital Management LLC 8
ACG Wealth 8
Pinkerton Retirement Specialists, LLC 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 8
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 8
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 8
USS Investment Management Ltd 8
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 8
Horizon Investment Services, LLC 8
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 8
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 8
Tiger Consumer Management, Lp 8
Putnam Master Intermediate Income Trust 8
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 8
GTAWX - GLENMEDE FUND INC - Short Term Tax Aware Fixed Income Portfolio 8
Boston Trust Walden Corp 7
Truewealth Llc 7
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 7
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 7
Grove Bank & Trust 7
GM Advisory Group, Inc. 7
Delpha Capital Management, Llc 7
Monetary Management Group Inc 7
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 7
Trustmark National Bank Trust Department 7
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 7
Insight Capital Research & Management Inc 7
Kaizen Advisory, Llc 7
Apriem Advisors 7
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 7
Baystate Wealth Management LLC 7
Wetherby Asset Management Inc 7
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 7
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 7
Montag A & Associates Inc 7
PartnerRe Asset Management CORP 7
Ford Financial Group, LLC 7
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 7
Dai-ichi Life Holdings, Inc. 7
Buckhead Capital Management Llc 7
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 7
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 7
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 7
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 7
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 7
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 7
Reynolds Capital Management Llc 7
MLPIX - Profunds - Mid-cap Value Profund Investor Class 7
Calton & Associates, Inc. 7
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 7
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 7
Ada Investment Management, LP 7
Norinchukin Bank, The 7
Greenleaf Trust 7
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
Woodmont Investment Counsel Llc 7
LMR Master Fund Ltd 7
Daiwa Capital Markets America Inc. 7
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 7
Wilmington Trust, National Association 7
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 7
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 7
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 7
CAPROCK Group, Inc. 7
DSIBX - BNY MELLON SHORT-INTERMEDIATE MUNICIPAL BOND FUND - BNY Mellon Short-Intermediate Municipal Bond Fund Class D 7
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 7
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 7
Agf Investments Inc. 7
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 7
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 7
Logan Capital Management Inc 7
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 7
Tucker Asset Management Llc 7
Trust Department Mb Financial Bank N A 7
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 7
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 7
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 7
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 7
Brown, Lisle/cummings, Inc. 7
Fjarde Ap-fonden /fourth Swedish National Pension Fund 7
Sigma Capital Management Llc 7
West Oak Capital, LLC 7
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 7
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 7
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 7
Westside Investment Management, Inc. 7
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 7
CONAX - COLUMBIA FUNDS SERIES TRUST I - Columbia U.S. Social Bond Fund Class A 7
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 7
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 7
Folger Hill Asset Management LP 7
Vanguard Morgan Growth Fund 7
Allegis Investment Advisors, LLC 7
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 7
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 7
WealthPLAN Partners, LLC 7
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 7
Olstein Capital Management, L.P. 7
Washington Trust Advisors, Inc. 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 7
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 7
Balentine LLC 7
Cowen Prime Services LLC 7
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 7
Cleararc Capital Inc 7
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF 7
Scoggin Management Lp 7
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 7
Capital Guardian Trust Co 7
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 7
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 7
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 7
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 7
Cupps Capital Management, LLC 7
Moody National Bank Trust Division 7
Virginia Retirement System 7
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 7
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 7
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 7
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 7
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 7
Cribstone Capital Management, LLC 7
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 7
Tobam 7
Integrated Quantitative Investments LLC 7
Sanders Morris Harris Llc 7
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 7
Gulf International Bank (UK) Ltd 7
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 7
Camarda Financial Advisors, LLC 7
Beacon Financial Group 7
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 7
Palo Capital, Inc. 7
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 7
Blackrock Master Llc 7
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 7
True Signal Lp 7
Royce Micro-cap Trust, Inc /md/ 7
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 7
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 7
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 7
WealthTrust Fairport, LLC 7
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 7
City National Bank 7
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 7
Bryce Point Capital, LLC 7
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 7
Apex Capital, Llc 7
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 7
Quantum Capital Management 7
EVSM - Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF 7
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 7
Guardian Investor Services Llc 7
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 7
Swedbank AB 7
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 7
Mount Lucas Management LP 7
Banco Bilbao Vizcaya Argentaria, S.a. 7
Caldwell Securities, Inc 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 7
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 7
Cnh Partners Llc 7
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 7
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 7
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 7
Natixis Investment Managers International 7
Calamos Wealth Management LLC 7
Global Income Builder Portfolio - Global Income Builder Portfolio 7
Eagle Global Advisors Llc 7
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 7
Addison Advisors LLC 7
Braun Stacey Associates Inc 7
MML Series Investment Fund II - MML Equity Rotation Fund Class II 7
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 7
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 7
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 7
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 7
Psagot Investment House Ltd. 7
FDO Partners, LLC 7
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 7
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 7
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 7
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 7
Charter Trust Co 7
Duncker Streett & Co Inc 7
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 7
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 7
Perimeter Capital Partners, LLC 7
Rossby Financial, LCC 7
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 7
Rise Advisors, LLC 7
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 7
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 7
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 7
Cypress Capital Group 7
Veriti Management LLC 7
Baltimore-Washington Financial Advisors, Inc. 7
Cornerstone Wealth Management, LLC 7
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 7
Cumberland Partners Ltd 7
Farringdon Capital, Ltd. 7
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 7
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 7
FormulaFolio Investments, LLC 7
Delta Lloyd Nv 7
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 7
Espalier Global Management LLC 7
U S Global Investors Inc 7
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 7
Roaring Blue Lion Capital Management, L.P. 7
BBVA USA Bancshares, Inc. 7
qPULA Trading Management LP 7
USTEX - USAA MUTUAL FUNDS TRUST - Tax Exempt Long-Term Fund Shares 7
Vontobel Holding Ltd. 7
Verdad Advisers, LP 7
Frazier Financial Advisors, LLC 7
Concord Wealth Partners 7
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 7
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 7
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 7
SLIM - Janus Detroit Street Trust - The Obesity ETF 7
Sachetta, LLC 7
EVR Research LP 7
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 7
Stephens Investment Management Group LLC 7
Jabre Capital Partners S.A. 7
Nuveen Amt-free Municipal Value Fund 7
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 7
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 7
Standard Family Office LLC 7
EULAV Asset Management 7
Polianta Ltd 7
Adams Asset Advisors, LLC 7
Kowal Investment Group, LLC 7
Camelot Portfolios, LLC 7
CR Intrinsic Investors, LLC 7
Bourgeon Capital Management Llc 7
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 7
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 7
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 7
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 7
Smith, Graham & Co., Investment Advisors, LP 7
Kestra Private Wealth Services, Llc 7
Gilpin Wealth Management, Llc 7
Killen Group Inc 7
Advent Claymore Convertible Securities & Income Fund 7
Havemeyer Place LP 7
Quad Capital Management Advisors LLC 7
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 7
Moneta Group Investment Advisors Llc 7
Park West Asset Management LLC 7
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 7
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 7
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 7
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 7
Glazer Capital, Llc 7
TFC Financial Management 7
Moon Capital Management Lp 7
Profunds - Profund Vp Mid-cap Value 7
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 7
Athena Capital Advisors Llc 7
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 7
Shinko Asset Management Co., Ltd. 7
Us Financial Advisors, Llc 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 7
First Dallas Securities Inc. 7
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 7
Berylson Capital Partners, Llc 7
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 7
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 7
Torren Management, LLC 7
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 7
Nicholas Company, Inc. 7
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
Tlp Group Llc 7
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 7
Moran Wealth Management, LLC 7
Syntal Capital Partners, LLC 7
Andromeda Capital LLC 7
Core Bond Portfolio - Core Bond Portfolio 7
Ballentine Partners, LLC 7
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 7
Pentwater Capital Management LP 7
AXA Investment Managers S.A. 7
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 7
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 7
TD Securities (USA) LLC 7
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 7
Essex Financial Services, Inc. 7
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 7
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 7
American National Bank 7
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 7
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 7
Wright Investors Service Inc 7
Howard Hughes Medical Institute 7
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 7
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 7
Heritage Wealth Management, Llc 7
VCBDX - VALIC Co I - Core Bond Fund 7
T. Rowe Price Investment Management, Inc. 7
Nuveen Core Equity Alpha Fund 7
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 7
Hallmark Capital Management Inc 7
Shufro Rose & Co Llc 7
Arrowgrass Capital Partners (us) Lp 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 7
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 7
Bp Plc 7
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 7
Friedenthal Financial 7
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 7
Ruggie Capital Group 7
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 7
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 7
Alaska Permanent Fund Corp 7
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 7
Andra AP-fonden 7
Mangrove Partners 7
Central Bank & Trust Co 7
Stonehage Fleming (uk) Ltd 7
City Holding Co 7
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 7
Capital Growth Management Lp 7
Arden Investment Series Trust 7
Old Second National Bank Of Aurora 7
Banque Cantonale Vaudoise 7
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 7
Horizon Kinetics Asset Management Llc 7
First Capital Advisors Group, LLC. 7
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
Burt Wealth Advisors 7
SDDMX - BERNSTEIN SANFORD C FUND INC - Short Duration Diversified Municipal Portfolio 7
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 7
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 7
Chiron Investment Management, LLC 7
Deltec Asset Management Llc 7
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 7
BCJ Capital Management, LLC 7
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 7
Princeton Global Asset Management LLC 7
Tuscan Ridge Asset Management Llc 7
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 7
Paces Ferry Wealth Advisors, Llc 7
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 7
Bronson Point Management LLC 7
D.C. Capital Advisors, Ltd 7
Miles Capital, Inc. 7
Magnus Financial Group LLC 7
VLHYX - Value Line Tax Exempt Fund Inc - Value Line Tax Exempt Fund Inc National Bond Portfolio 7
Mizuho Securities Co. Ltd. 7
Gilman Hill Asset Management, LLC 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 7
Capital Investment Advisory Services, LLC 7
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 7
Alhambra Investment Partners LLC 7
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 7
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 7
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 7
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 7
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 7
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 7
Carmignac Gestion 7
Nkcfo Llc 7
Nuveen Intermediate Duration Quality Municipal Term Fund 7
Horizon Kinetics LLC 7
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 7
SFBDX - Advisers Investment Trust - State Farm Municipal Bond Fund 7
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 7
Fenimore Asset Management Inc 7
Granite Investment Partners, LLC 7
Orbitronix, LP 7
Lebenthal Asset Management, LLC 7
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 7
South Texas Money Management Ltd 7
Abel Hall, LLC 7
Pinnacle Bancorp, Inc. 7
Omnia Family Wealth, LLC 7
Symmetry Partners, LLC 7
Symons Capital Management Inc 7
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 7
Abacus Wealth Partners, LLC 7
Almanack Investment Partners, LLC. 7
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 7
IFM Investors Pty Ltd 7
Unigestion Holding SA 7
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 7
Summit Partners Public Asset Management, Llc 7
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 7
Envestnet Portfolio Solutions, Inc. 7
Divisar Capital Management LLC 7
Park Avenue Institutional Advisers LLC 7
Ionic Capital Management LLC 7
Cape Investment Advisory, Inc. 7
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 7
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 7
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 7
Point72 Europe (London) LLP 7
Hirtle Callaghan & Co LLC 7
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 7
Ceredex Value Advisors LLC 7
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 7
Fs Credit Income Fund 7
Atlas Capital Advisors Llc 7
Signature Wealth Management Group 7
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 7
Oak Thistle LLC 7
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 7
New Amsterdam Partners Llc/ny 7
Isthmus Partners, Llc 7
Rampart Investment Management Company, LLC 7
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 7
QUANTRES ASSET MANAGEMENT Ltd 7
VCSMX - VALIC Co I - Small Cap Fund 7
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 7
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 7
Glenhill Advisors Llc 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 7
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 7
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 7
Gallacher Capital Management LLC 7
Usca Ria Llc 7
Tiger Management L.l.c. 7
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 7
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 7
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
Mariner Investment Group Llc 7
FMOAX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Municipal High Yield Advantage Fund Class A Shares 7
IPG Investment Advisors LLC 7
Alphadyne Asset Management, LLC 7
Nuveen Intermediate Duration Municipal Term Fund 7
Prime Capital Investment Advisors, LLC 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 7
Platte River Capital LLC 7
Avestar Capital, LLC 7
Cowen And Company, Llc 7
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 7
Lodge Hill Capital, LLC 7
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 7
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 7
Banco de Sabadell, S.A 7
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 7
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 7
Carolinas Wealth Consulting Llc 7
Gierl Augustine Investment Management Inc 7
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 7
Center for Financial Planning, Inc. 7
Measured Wealth Private Client Group, LLC 7
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 7
Partnervest Advisory Services LLC 7
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 7
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 7
Ninety One UK Ltd 7
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 7
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 7
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 7
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 7
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 7
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 7
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio 7
Oliver Luxxe Assets LLC 7
Epoch Investment Partners, Inc. 7
Mizuho Asset Management Co.,Ltd. 7
Associated Banc-corp 7
IMIEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Intermediate Municipal Income Portfolio Class I 6
Achievement Holdings L.P. 6
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 6
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 6
Bray Capital Advisors 6
Mainstay Definedterm Municipal Opportunities Fund 6
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 6
Valinor Management, Llc 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 6
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 6
Blackrock Municipal Income Investment Quality Trust 6
Hartford Series Fund Inc 6
Optimize Financial Inc 6
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 6
Pergamon Offshore Advisors, L.P. 6
Tokio Marine Asset Management Co Ltd 6
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 6
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 6
CFICX - CALVERT FUND - Calvert Income Fund Class A 6
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 6
Blackrock Ltd Duration Income Trust 6
Kovack Advisors, Inc. 6
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 6
Ogorek Anthony Joseph /ny/ /adv 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 6
CWA Asset Management Group, LLC 6
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 6
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 6
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 6
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
Chartwell Investment Partners/pa 6
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 6
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 6
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 6
Loews Corp 6
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 6
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 6
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 6
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 6
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 6
Sentinel Trust Co Lba 6
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 6
Apertura Capital, LLC 6
1st Global Advisors, Inc. 6
Forum Financial Management, LP 6
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 6
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 6
Delta Lloyd Asset Management N.v. 6
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 6
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 6
Saba Capital Management, L.P. 6
Jpmorgan Trust Iii 6
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 6
Exane Asset Management 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 6
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 6
Credit Industriel Et Commercial 6
Capital Research Global Investors 6
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 6
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 6
Mn Services Vermogensbeheer B.V. 6
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 6
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 6
Springhouse Capital Management, LP 6
Adirondack Research & Management Inc. 6
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 6
Blackrock Strategic Municipal Trust 6
Sig Brokerage, Lp 6
ID Management A/S 6
Banque Transatlantique SA 6
Tiverton Asset Management Llc 6
Blackrock Credit Allocation Income Trust 6
Country Trust Bank 6
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 6
LAEMX - LORD ABBETT TRUST I - Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund LADS: Enhanced Municipal Yield Completion Fund 6
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 6
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 6
CrestPoint Capital Management, LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 6
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 6
Otter Creek Advisors, LLC 6
Satuit Capital Management Trust 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 6
JT Stratford LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 6
V Wealth Advisors LLC 6
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 6
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 6
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 6
Argent Capital Management Llc 6
Edge Wealth Management LLC 6
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 6
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 6
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 6
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 6
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 6
ASB Consultores, LLC 6
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 6
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 6
Wunderlich Securities, Inc. 6
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 6
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 6
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 6
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 6
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 6
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 6
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 6
Kohlberg Kravis Roberts & Co. L.P. 6
Capricorn Fund Managers Ltd 6
Keeley Asset Management Corp 6
Fulton Bank, N.a. 6
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 6
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 6
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 6
WESPAC Advisors SoCal, LLC 6
Operose Advisors LLC 6
Toth Financial Advisory Corp 6
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 6
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 6
Kleinwort Benson Investors Dublin Ltd 6
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 6
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 6
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 6
Destrier Capital Management Llc 6
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 6
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 6
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 6
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 6
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 6
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 6
P.a.w. Capital Corp 6
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 6
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 6
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 6
HBK Sorce Advisory LLC 6
Kentucky Retirement Systems Insurance Trust Fund 6
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 6
EP Wealth Advisors, Inc. 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 6
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 6
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 6
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 6
Nwam Llc 6
FundVantage Trust - Verplanck Balanced Fund 6
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 6
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 6
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 6
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 6
Red Tortoise LLC 6
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 6
Cantor Fitzgerald, L. P. 6
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 6
tru Independence LLC 6
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 6
Jackson Square Capital, Llc 6
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 6
Bank Julius Baer & Co. Ltd, Zurich 6
Roosevelt Investment Group Llc 6
Royal Fund Management, LLC 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
Cassady Schiller Wealth Management, LLC 6
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 6
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 6
Dreyfus Strategic Municipals Inc 6
Pinnacle Wealth Management Advisory Group, LLC 6
Tredje AP-fonden 6
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 6
Kernodle & Katon Asset Management Group, LLC 6
WR Wealth Planners, LLC 6
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 6
Highland Capital Management Lp 6
PCMNX - PACE SELECT ADVISORS TRUST - PACE Municipal Fixed Income Investments Class P 6
Claraphi Advisory Network, LLC 6
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 6
Monument Capital Management 6
Bedel Financial Consulting, Inc. 6
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 6
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 6
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 6
Keeler THomas Management LLC 6
Trilogy Capital Inc. 6
Squar Milner Financial Services Llc 6
Spectrum Management Group, LLC 6
Redwood Investment Management, Llc 6
Sierra Summit Advisors Llc 6
Kilter Group LLC 6
Arbor Capital Management Llc 6
Arrow Financial Corp 6
Connors Investor Services Inc 6
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 6
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 6
Bluestein R H & Co 6
Dixon Hughes Goodman Wealth Advisors LLC 6
Savior LLC 6
Parisi Gray Wealth Management 6
United Asset Strategies, Inc. 6
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 6
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 6
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 6
Summit Street Capital Management, LLC 6
Centenus Global Management, Lp 6
Procyon Private Wealth Partners, LLC 6
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 6
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 6
Archer Investment Corp 6
Rubric Capital Management, LLC 6
Mraz, Amerine & Associates, Inc. 6
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 6
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 6
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 6
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 6
Widmann Financial Services, Inc. 6
Deseret Mutual Benefit Administrators 6
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 6
Nissay Asset Management Corp /japan/ /adv 6
DGS Capital Management, LLC 6
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 6
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 6
RWC Asset Management LLP 6
One Wealth Advisors, LLC 6
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 6
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 6
Column Capital Advisors, LLC 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 6
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 6
40 North Management LLC 6
Morgan Dempsey Capital Management Llc 6
Stony Point Capital LLC 6
Disciplined Growth Investors Inc /mn 6
VGLSX - VALIC Co I - Global Strategy Fund 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
APBAX - Cavanal Hill Funds - Active Core Fund Investor 6
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 6
National Pension Service 6
Counsel Portfolio Services Inc. 6
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 6
SSO - PROSHARES TRUST - ProShares Ultra S&P500 6
Meiji Yasuda Asset Management Co Ltd. 6
HLTAX - JPMORGAN TRUST II - JPMorgan Municipal Income Fund Class I 6
CLARET ASSET MANAGEMENT Corp 6
Mainstay Capital Management Llc /adv 6
JIHDX - John Hancock Funds II - High Yield Fund Class 1 6
Blackstone / Gso Floating Rate Enhanced Income Fund 6
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 6
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 6
West Branch Capital LLC 6
AMG National Trust Bank 6
Nemes Rush Group LLC 6
Banco Santander, S.A. 6
Western Standard LLC 6
BlackRock ETF Trust II - BlackRock Flexible Income ETF 6
Adviser Investments LLC 6
Kings Point Capital Management 6
Minichmacgregor Wealth Management, Llc 6
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 6
Stonebridge Capital Advisors LLC 6
West Paces Advisors Inc. 6
NJ State Employees Deferred Compensation Plan 6
Meridian Wealth Management, LLC 6
Valued Wealth Advisors LLC 6
Financial Perspectives, Inc 6
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 6
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 6
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 6
Ridgewood Investments LLC 6
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 6
Equitable Holdings, Inc. 6
Delphi Private Advisors LLC 6
Rakuten Securities, Inc. 6
Reliance Trust Co Of Delaware 6
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 6
STXV - EA Series Trust - Strive 1000 Value ETF 6
Wiley Bros.-aintree Capital, Llc 6
Columbia Wanger Asset Management Llc 6
Teton Advisors, Inc. 6
Sanctuary Advisors, LLC 6
Next Capital Management LLC 6
Griffin Institutional Access Credit Fund 6
MNBCX - Victory Portfolios IV - Victory Pioneer AMT-Free Municipal Fund Class C 6
Kinneret Advisory, LLC 6
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 6
Seeyond 6
Ossiam 6
MBNE - SSGA Active Trust - SPDR(R) Nuveen Municipal Bond ESG ETF 6
Capital Financial Planning, LLC 6
Qci Asset Management Inc/ny 6
Tremblant Capital Group 6
Private Bank & Trust Co 6
Machina Capital S.a.s. 6
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 6
Lombard Odier Asset Management (Europe) Ltd 6
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 6
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 6
Simply Money Advisors 6
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 6
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 6
Goelzer Investment Management, Inc. 6
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 6
Comerica Securities,inc. 6
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 6
Thor Advisors, Llc 6
Activest Wealth Management 6
Guyasuta Investment Advisors Inc 6
GeoWealth Management, LLC 6
Lloyds Banking Group plc 6
Sii Investments Inc/wi 6
Emory University 6
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 6
Hcim Trust 6
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 6
Delaware Management Holdings, Inc. 6
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Personal Cfo Solutions, Llc 6
Mascoma Wealth Management LLC 6
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 6
Strategic Investment Solutions, Inc. /IL 6
First Command Financial Services, Inc. 6
LGT Financial Advisors LLC 6
Hatteras Funds, LLC 6
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 6
Bartlett & Co. Wealth Management Llc 6
Greenland Capital Management LP 6
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 6
Miller Howard Investments Inc /ny 6
Park Place Capital Corp 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 6
ZPR Investment Management 6
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 6
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 6
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 6
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 6
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 6
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 6
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 6
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 6
First Command Bank 6
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 6
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 6
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 6
Kempen Capital Management N.v. 6
RiverNorth Flexible Municipal Income Fund II, Inc. 6
NIXT - EA Series Trust - Research Affiliates Deletions ETF 6
NOCBX - Northern Funds - Northern Core Bond Fund 6
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 6
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 6
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 6
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 6
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 6
Osborn Rohs Williams & Donohoe Ltd 6
American Capital Advisory, LLC 6
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 6
WestEnd Advisors, LLC 6
Clearbridge, Llc 6
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 6
Philadelphia Trust Co 6
Tiedemann Advisors, Llc 6
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 6
Davidson Kempner Capital Management LLC 6
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 6
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 6
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 6
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 6
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 6
Ingalls & Snyder Llc 6
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 6
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 6
Sterling Ridge Capital Management LP 6
Childress Capital Advisors, Llc 6
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 6
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 6
MU Investments Co., Ltd. 6
Endurance Wealth Management, Inc. 6
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 6
Nikko Asset Management Americas, Inc. 6
Main Street Financial Solutions, LLC 6
Financial Engines Advisors L.L.C. 6
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 6
Banyan Partners, LLC 6
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 6
MIPBX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Municipal Income Portfolio Class I 6
Cornerstone Financial Management LLC 6
Kozak & Associates, Inc. 6
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 6
AustralianSuper Pty Ltd 6
DAACX - Adviser Managed Trust - Diversified Equity Fund 6
Eminence Capital, Lp 6
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 6
Decker Retirement Planning Inc. 6
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 6
Signature Equity Partners, LLC 6
HN Saltoro Capital, LP 6
Caitlin John, LLC 6
Formidable Asset Management, LLC 6
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 6
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 6
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 6
Rainier Investment Management Llc 6
Legg Mason Investment Counsel, LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Selective State Municipal Bond Portfolio Institutional Class 6
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 6
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 6
Premier Asset Management Llc 6
Wellington Shields Capital Management, LLC 6
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 6
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 6
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 6
Vinva Investment Management Ltd 6
Sittner & Nelson, Llc 6
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 6
Ohio National Investments, Inc. 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 6
OP Asset Management Ltd 6
Financial Consulate, Inc 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
Capital Management Associates /ny/ 6
Mach-1 Financial Group, Inc. 6
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 6
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 6
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 6
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 6
Knights of Columbus Asset Advisors LLC 6
Gw Henssler & Associates Ltd 6
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 6
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 6
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 6
Tourbillon Capital Partners, L.P. 6
Perigon Wealth Management, LLC 6
XR Securities LLC 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 6
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 6
Vigilant Capital Management, LLC 6
Opal Wealth Advisors, LLC 6
Schwartz Investment Counsel Inc 6
Range Financial Group LLC 6
Pinnacle Financial Partners Inc 6
John Hancock Hedged Equity & Income Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 6
Lenox Wealth Management, Inc. 6
Henshaw Capital LLC 6
Cognios Capital, LLC 6
Deroy & Devereaux Private Investment Counsel Inc 6
Dumont & Blake Investment Advisors Llc 6
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 6
EHP Funds Inc. 6
Oakworth Capital, Inc. 6
Timpani Capital Management LLC 6
Fic Capital Inc 6
AMF Pensionsforsakring AB 6
MML Series Investment Fund II - MML High Yield Fund Class II 6
MML Series Investment Fund II - MML Blend Fund Initial Class 6
TIXRX - TIAA-CREF FUNDS - TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond Fund Retail Class 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 6
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 6
Turning Point Benefit Group, Inc. 6
Arlington Partners LLC 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Government Portfolio Initial Class 6
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 6
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 6
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 6
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 6
Corient Capital Partners, LLC 6
Wolff Wiese Magana Llc 6
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 6
Lakewood Capital Management, Lp 6
LRI Investments, LLC 6
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 6
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 6
Sumitomo Life Insurance Co 6
Capital Impact Advisors, LLC 6
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 6
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 6
Legg Mason Asset Management (Japan) Co., Ltd. 6
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 6
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 6
Ibex Wealth Advisors 6
Kalmar Investments Inc /de/ 6
Pco Investment Management Lp 6
Allen Investment Management LLC 6
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 6
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 6
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 6
WIREX - PFS FUNDS - Wireless Fund 6
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 6
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 6
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 6
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 6
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 6
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 6
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 6
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 6
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 6
Price Wealth Management, Inc. 6
Solaris Asset Management Llc 6
Railway Pension Investments Ltd 6
Curio Wealth, Llc 6
University Of Texas/texas Am Investment Managment Co 6
Crawford Investment Counsel Inc 6
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 6
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 6
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 6
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 6
Bahl & Gaynor Inc 6
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 6
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 6
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 6
Conning Inc. 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 6
SRB Corp 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 6
Green Arrow Capital Management Llc 6
FUKOKU MUTUAL LIFE INSURANCE Co 6
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 6
Beacon Capital Management, Inc. 6
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 6
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 6
NorthRock Partners, LLC 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 6
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 6
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 6
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 6
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 6
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 5
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 5
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 5
Potomac Capital Management, Inc. 5
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 5
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares 5
Harvest Capital Strategies LLC 5
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 5
Two Roads Shared Trust - Conductor Global Equity Value ETF 5
Eurizon Capital SGR S.p.A. 5
Ipswich Investment Management Co., Inc. 5
Argent Trust Co 5
Yarger Wealth Strategies, Llc 5
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 5
Intersect Capital LLC 5
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 5
Investors Portfolio Services LLC 5
PENN SERIES FUNDS INC - Index 500 Fund 5
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 5
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 5
Hoey Investments, Inc 5
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 5
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 5
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 5
Systematic Alpha Investments, LLC 5
Profunds - Profund Vp Large-cap Value 5
Galaxy Capital Trading Ltd 5
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 5
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 5
Goldentree Asset Management Lp 5
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 5
Ab Pooling Portfolios 5
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 5
Householder Group Estate & Retirement Specialist, LLC 5
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 5
PACIFIC SELECT FUND - Equity Index Portfolio Class I 5
Intellectus Partners, LLC 5
Concurrent Investment Advisors, LLC 5
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 5
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 5
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 5
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 5
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 5
Norden Group Llc 5
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 5
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 5
Crawford Lake Capital Management, LLC 5
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 5
Rezny Wealth Management, Inc. 5
Qrg Capital Management, Inc. 5
Schwab Charitable Fund 5
Gagnon Securities Llc 5
Profunds - Profund Vp Mid-cap Growth 5
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 5
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 5
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 5
Fortis Advisors, LLC 5
Profunds - Profund Vp Bull 5
Webster Bank, N. A. 5
Ruffer LLP 5
Henssler Funds Inc 5
Profunds - Profund Vp Ultrabull 5
Bridgeworth, LLC 5
Ronald Blue & Co Llc 5
Hanson & Doremus Investment Management 5
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 5
Leelyn Smith, LLC 5
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 5
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 5
PPM Funds - PPM Long Short Credit Fund (Inst) 5
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 5
Luxor Capital Group, LP 5
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 5
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 5
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 5
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 5
Robeco Schweiz AG 5
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 5
Burns Matteson Capital Management, LLC 5
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 5
Redpoint Investment Management Pty Ltd 5
Capitolis Advisors LLC 5
Pallas Capital Advisors LLC 5
Albion Financial Group /ut 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 5
O'Neil Global Advisors, Inc. 5
High Pointe Capital Management Llc 5
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
Pzena Investment Management Llc 5
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 5
Walled Lake Planning & Wealth Management, Llc 5
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 5
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 5
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 5
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 5
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 5
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 5
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 5
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 5
Franklin Universal Trust 5
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 5
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
Centaur Capital Partners, L.P. 5
Boenning & Scattergood, Inc. 5
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 5
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 5
Foster & Motley Inc 5
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 5
Silicon Valley Capital Partners 5
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 5
Worldquant Millennium Advisors Llc 5
Anchor Capital Advisors Llc 5
First Heartland Consultants, Inc. 5
First Financial Corp /in/ 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 5
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 5
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 5
Storebrand Asset Management As 5
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 5
Underlying Funds Trust 5
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 5
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 5
Premier Fund Managers Ltd 5
New England Capital Financial Advisors LLC 5
Livingston Group Asset Management CO (operating as Southport Capital Management) 5
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 5
Moody Aldrich Partners Llc 5
Kwmg, Llc 5
Simon Quick Advisors, Llc 5
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 5
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 5
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 5
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 5
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 5
NOSIX - Northern Funds - Northern Stock Index Fund 5
IYIAX - IVY FUNDS - Ivy Municipal High Income Fund Class A 5
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 5
Capital Investment Counsel, Inc 5
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 5
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 5
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 5
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 5
Kb Financial Partners, Llc 5
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 5
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 5
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 5
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 5
Lecap Asset Management Ltd 5
RAALX - Two Roads Shared Trust - Conductor Global Equity Value Fund Class A 5
Steel Peak Wealth Management LLC 5
Teton Westwood Funds 5
Bear Mountain Capital, Inc. 5
First Niagara Bank 5
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 5
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 5
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 5
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 5
Vanguard Windsor Funds 5
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 5
BlackRock ETF Trust II - BlackRock Intermediate Muni Income Bond ETF 5
Elk Creek Partners, LLC 5
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 5
Next Century Growth Investors Llc 5
Founders Capital Management 5
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 5
FAINX - MSS Series Trust - Fallen Angels Income Fund 5
Select Equity Group, L.P. 5
Raymond James Trust N.a. 5
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 5
Ssga Master Trust 5
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 5
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 5
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 5
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 5
Marsico Capital Management Llc 5
Barington Capital Group, L.p. 5
Securian Funds Trust - SFT Index 500 Fund Class 1 5
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 5
Vectors Research Management, LLC 5
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 5
Rocky Mountain Advisers, Llc 5
Perpetual Ltd 5
Resources Management Corp /ct/ /adv 5
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 5
Eastern Bank 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
Mastrapasqua Asset Management Inc 5
Spears Abacus Advisors LLC 5
Jensen Investment Management Inc 5
Kestra Investment Management, LLC 5
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 5
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 5
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 5
New Century Investment Management, Inc 5
Binnacle Investments Inc 5
Osterweis Capital Management Inc 5
K2 Principal Fund, L.p. 5
Trust Co Of Toledo Na /oh/ 5
Delta Investment Management, LLC 5
Nachman Norwood & Parrott, Inc 5
Keel Point, LLC 5
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 5
Private Wealth Asset Management, LLC 5
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 5
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 5
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 5
Nuveen S&p 500 Buywrite Income Fund 5
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund 5
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 5
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 5
Evolution Wealth Advisors, LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 5
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 5
AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Intermediate Term Municipal Fund Class C 5
Allred Capital Management, LLC 5
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 5
Crystal Rock Capital Management 5
Capital Bank & Trust Co 5
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 5
Essex Savings Bank 5
Zwj Investment Counsel Inc 5
Brighton Jones Llc 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 5
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 5
HTAX - Macquarie ETF Trust - Macquarie National High-Yield Municipal Bond ETF 5
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 5
Caldwell Trust Co 5
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 5
Enlightenment Research, LLC 5
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 5
GUMI - Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Municipal Income ETF 5
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 5
Cary Street Partner Investment Advisory Llc 5
Stone House Investment Management, LLC 5
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 5
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 5
Ashfield Capital Partners, LLC 5
Axxcess Wealth Management, Llc 5
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 5
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 5
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 5
FirstMerit Bank N A Trustee 5
Polaris Wealth Advisory Group, LLC 5
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 5
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 5
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 5
Nuveen Enhanced High Yield Municipal Bond Fund 5
Halbert Hargrove Global Advisors, Llc 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 5
MIUCX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Intermediate Fund Class C 5
HB Wealth Management, LLC 5
Delaware Enhanced Global Dividend & Income Fund 5
Parasol Investment Management, LLC 5
Buckingham Strategic Partners 5
Steadfast Capital Management Lp 5
Northwest Investment Counselors, Llc 5
Springowl Associates Llc 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 5
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 5
MBEQX - M FUND INC - M International Equity Fund 5
Union Square Park Capital Management, LLC 5
Wells Fargo Global Dividend Opportunity Fund 5
PKO Investment Management Joint-Stock Co 5
Accurate Wealth Management, LLC 5
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 5
Barnett & Company, Inc. 5
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 5
FT Options LLC 5
Laffer Investments 5
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 5
Silver Point Capital L.P. 5
Limestone Investment Advisors LP 5
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 5
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 5
Hefty Wealth Partners 5
Delta Asset Management Llc/tn 5
Dorsey & Whitney Trust CO LLC 5
Rs Variable Products Trust 5
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 5
Apollon Wealth Management, LLC 5
Well Done, LLC 5
Aevitas Wealth Management, Inc. 5
Colonial Trust Advisors 5
Guggenheim Equal Weight Enhanced Equity Income Fund 5
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 5
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 5
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 5
Patton Fund Management, Inc. 5
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 5
Smith Group Asset Management, LLC 5
Pax World Management Llc 5
Arden Trust Co 5
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 5
Chesapeake Asset Management Llc 5
Weaver Consulting Group 5
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 5
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 5
Alkeon Capital Management Llc 5
Tieton Capital Management, LLC 5
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 5
Islet Management, LP 5
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 5
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 5
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 5
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 5
Dfa Investment Trust Co - The Emerging Markets Series 5
KAMES CAPITAL plc 5
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 5
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 5
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF 5
Semmax Financial Advisors Inc. 5
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 5
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 5
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 5
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 5
U.S. Capital Wealth Advisors, LLC 5
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 5
Roxbury Capital Management 5
BSW Wealth Partners 5
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 5
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 5
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 5
Northern Right Capital Management, L.P. 5
Redwood Wealth Management Group, LLC 5
Mariner Wealth Advisors-NYC, LLC 5
Occidental Asset Management, LLC 5
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 5
STXG - EA Series Trust - Strive 1000 Growth ETF 5
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
Horan Securities, Inc. 5
Global Wealth Management Investment Advisory, Inc. 5
Fruth Investment Management 5
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 5
Court Place Advisors, LLC 5
Aviance Capital Management, Llc 5
Voleon Capital Management Lp 5
Pineridge Advisors LLC 5
Clarfeld Financial Advisors, Llc 5
Western Wealth Management, LLC 5
Pvg Asset Management Corp 5
Institute for Wealth Management, LLC. 5
Mid Atlantic Financial Management Inc/adv 5
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 5
Ardevora Asset Management LLP 5
Standard Life Investments LTD 5
Aspire Private Capital, LLC 5
Great Diamond Partners, LLC 5
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 5
Arete Wealth Advisors, LLC 5
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 5
Perritt Capital Management Inc 5
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 5
Strategic Blueprint, LLC 5
Whipplewood Advisors, LLC 5
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 5
Israel Discount Bank of New York 5
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 5
J.Safra Asset Management Corp 5
Apollo Management Holdings, L.P. 5
Viking Global Investors Lp 5
Cavalier Investments, LLC 5
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 5
Cassaday & Co Wealth Management LLC 5
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 5
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 5
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 5
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 5
Gyroscope Capital Management Group, Llc 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 5
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 5
Eidelman Virant Capital 5
Longfellow Investment Management Co Llc 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
MILN - Global X Funds - Global X Millennials Thematic ETF 5
J.w. Cole Advisors, Inc. 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
U.S. Monthly Income Fund for Puerto Rico Residents, Inc. - U.S. Monthly Income Fund for Puerto Rico Residents Class P 5
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 5
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 5
First City Capital Management, Inc. 5
Trillium Asset Management, Llc 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 5
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 5
Loeb Offshore Management LP 5
Advisory Alpha, LLC 5
Pensionfund DSM Netherlands 5
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 5
Flagship Private Wealth, LLC 5
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 5
Callan Family Office, LLC 5
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 5
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 5
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 5
Nwq Investment Management Company, Llc 5
Thurston, Springer, Miller, Herd & Titak, Inc. 5
Strategic Capital Alternatives LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 5
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 5
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 5
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 5
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 5
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 5
DC Investments Management, LLC 5
MML Series Investment Fund II - MML Equity Fund Initial Class 5
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 5
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 5
Clarus Wealth Advisors 5
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 5
Hughes Financial Services, LLC 5
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 5
Southpoint Capital Advisors LP 5
Clifford Capital Partners Llc 5
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 5
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 5
Mitsubishi UFJ Securities Holdings Co., Ltd. 5
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 5
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 5
Alpine Partners USVI, LLC 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 5
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 5
Jackson Thornton Asset Management, Llc 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
Verdence Capital Advisors LLC 5
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 5
Adirondack Trust Co 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 5
Deer Park Road Corp 5
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 5
Shamrock Asset Management LLC 5
TD Capital Management LLC 5
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 5
Blackrock Muniholdings Quality Fund Ii, Inc. 5
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 5
Piershale Financial Group, Inc. 5
KIFAX - Forward Funds - Salient Select Income Fund Class A 5
Haafor (Singapore) Pte. Ltd. 5
Concert Wealth Management Inc. 5
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 5
B. Metzler seel. Sohn & Co. AG 5
Concentric Capital Strategies, LP 5
Eaton Vance Municipal Income 2028 Term Trust 5
LVPIX - Profunds - Large-cap Value Profund Investor Class 5
Spdr S&p 500 Etf Trust 5
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 5
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 5
Beacon Capital Management, LLC 5
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 5
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 5
Hatteras Alternative Mutual Funds, LLC 5
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 5
Arkadios Wealth Advisors 5
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 5
Trilogy Global Advisors Lp 5
New Covenant Trust Company, N.A. 5
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 5
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 5
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 5
Hexavest Inc. 5
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 5
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 5
FCHPX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Income 2023 Fund 5
Golden State Equity Partners 5
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 5
ULPIX - Profunds - Ultrabull Profund Investor Class 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 5
TRUE Private Wealth Advisors 5
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 5
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 5
G&S Capital LLC 5
GNMVX - PIMCO FUNDS - PIMCO Gurtin National Municipal Intermediate Value Fund Institutional Class 5
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 5
Ashton Thomas Securities, Llc 5
Dakota Wealth Management 5
Baader Bank INC 5
Willingdon Wealth Management 5
ClearAlpha Technologies LP 5
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 5
WFA of San Diego, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 5
Mane Global Capital Management Lp 5
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 5
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 5
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 5
BLPIX - Profunds - Bull Profund Investor Class 5
Blackrock Munienhanced Fund, Inc. 5
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 5
John Hancock Investors Trust 5
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 5
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 5
Bollard Group LLC 5
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 5
Torno Capital, Llc 5
Capital Asset Advisory Services LLC 5
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 5
Keebeck Wealth Management, LLC 5
Innovative Asset Advisors Group, LLC 5
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 5
URTH - iShares, Inc. - iShares MSCI World ETF 5
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 5
No Street GP LP 5
Amplius Wealth Advisors, LLC 5
SWS Partners 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 5
Carmichael Hill & Associates, Inc. 5
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Impact Municipal Fund Investor A 5
Core Wealth Advisors, Inc. 5
Adams Diversified Equity Fund, Inc. 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
Oppenheimer Quest For Value Funds 5
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 5
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 5
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 5
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 5
Cannell Peter B & Co Inc 5
Highland Capital Management Fund Advisors, L.p. 5
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 5
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 5
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 5
Ethic Inc. 5
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 5
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 5
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 5
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 5
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 5
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 5
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 5
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 5
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 5
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 5
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 5
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 5
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 5
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 5
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 5
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 5
Ivy High Income Opportunities Fund 5
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 5
Bridges Investment Management Inc 5
Majedie Asset Management Ltd 5
ARGA Investment Management, LP 5
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 5
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 5
Daiwa SB Investments Ltd. 5
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 5
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 5
Inspire Advisors, LLC 5
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 5
Connacht Asset Management LP 5
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 5
Morningstar Investment Services LLC 5
TimesSquare Capital Management, LLC 5
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 5
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 5
Efficient Market Advisors, LLC 5
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 5
Kms Financial Services, Inc 5
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 5
TradeLink Capital LLC 5
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 5
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 5
Frontier Capital Management Co Llc 5
Blackrock Muniyield Investment Fund 5
MQS Management LLC 5
Yakira Capital Management, Inc. 5
Independence Bank of Kentucky 5
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 5
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 5
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 5
High Income Opportunities Portfolio - High Income Opportunities Portfolio 5
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 5
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 5
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 5
Mandatum Life Insurance Co Ltd 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
Beacon Investment Advisory Services, Inc. 5
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 5
M&r Capital Management Inc 5
Americana Partners, LLC 5
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 5
Kathmere Capital Management, LLC 5
Canandaigua National Bank & Trust Co 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 5
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 5
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 5
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 5
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 5
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 5
Atlantic Union Bankshares Corp 5
Perkins Coie Trust Co 5
Deerfield Management Company, L.p. (series C) 5
First Trust High Income Long/short Fund 5
Optimal Asset Management, Inc. 5
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 5
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 5
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 5
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 5
Mission Wealth Management, Lp 5
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 5
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 5
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 5
CNB Bank 5
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 5
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 5
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 5
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 5
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 5
Legacy Private Trust Co. 5
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 5
Endex Capital Management Llc 5
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 5
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 5
True Link Financial Advisors, LLC 5
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 5
Keystone Financial Group 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 5
Crestline Management, LP 5
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 5
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 5
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 5
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 5
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 5
Eudaimonia Partners, LLC 5
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 5
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 5
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 5
Long Focus Capital Management, Llc 5
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 5
SHP Wealth Management 5
Pensionfund Sabic 5
Boussard & Gavaudan Investment Management LLP 5
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 5
Lyons Wealth Management, LLC. 5
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 5
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 5
L2 Asset Management, LLC 5
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 5
VSTIX - VALIC Co I - Stock Index Fund 5
McAdam, LLC 5
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 5
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 5
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 5
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 5
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 5
Contrarian Capital Management, L.l.c. 5
VCIGX - VALIC Co I - Dividend Value Fund 5
Colonial Trust Co / SC 5
Biltmore Wealth Management, LLC 5
CenturyLink Investment Management Co 5
Taconic Capital Advisors LP 5
Investment Management Of Virginia Llc 5
Wells Fargo Multi-sector Income Fund 5
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 5
Welch & Forbes Llc 5
Wellington Shields & Co., LLC 5
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 5
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 5
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 5
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 5
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 5
Pimco Income Opportunity Fund 5
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 5
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 5
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 5
York Capital Management Global Advisors, LLC 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
Blume Capital Management, Inc. 5
Tdam Usa Inc. 5
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 5
New England Research & Management, Inc. 5
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 5
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 5
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 5
S&t Bank/pa 5
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 5
Fort, L.p. 5
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 5
Patten Group, Inc. 5
Pimco Flexible Credit Income Fund 5
OmniStar Financial Group, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 5
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 5
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 5
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 5
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 5
PENN SERIES FUNDS INC - Mid Cap Value Fund 5
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 5
Soltis Investment Advisors LLC 5
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 5
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 5
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 5
Fiduciary Trust Co 5
Geneva Advisors, LLC 5
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 5
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 5
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 5
NEARX - US GLOBAL INVESTORS FUNDS - Near-Term Tax Free Fund 5
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 5
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 5
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
Dv Equities, Llc 5
Lloyd Advisory Services, LLC. 5
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 5
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 5
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 5
McIlrath & Eck, LLC 5
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 5
Peconic Partners Llc 5
Alphagen Securities Llc 5
Sterling Investment Advisors, Ltd. 5
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 5
CCMG - EA Series Trust - CCM Global Equity ETF 5
St Germain D J Co Inc 5
GATEX - Gateway Trust - Gateway Fund Class A Shares 5
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 5
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 5
Chilton Capital Management Llc 5
EMC Capital Management 5
Seizert Capital Partners, Llc 5
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 5
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 5
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 5
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 5
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 5
Community Financial Services Group, LLC 5
AT Bancorp 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 5
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 5
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 5
Cubic Asset Management, LLC 5
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 5
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 5
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 5
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 5
RiverFront Investment Group, LLC 5
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
Li Winifred I 5
Thb Asset Management 5
Polymer Capital Management (HK) LTD 5
Busey Wealth Management 5
Kendall Square Capital, LLC 5
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 5
First Bank & Trust 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
Ankerstar Wealth, LLC 5
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 5
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 5
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 5
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 5
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 5
Professional Financial Advisors, LLC 5
Rosenberg Matthew Hamilton 5
Oarsman Capital, Inc. 5
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 5
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 5
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 5
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 5
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 5
Rockefeller Financial Services Inc 5
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 5
Leonard Green & Partners, L.P. 5
Islay Capital Management, Llc 5
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 5
Tiaa, Fsb 5
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 5
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 5
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 5
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 5
IMA Wealth, Inc. 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
Acuitas Investments, LLC 5
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 5
Claybrook Capital, LLC 5
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 5
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
Silvant Capital Management LLC 5
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 5
Wilmington Trust Investment Management, LLC 5
Pittenger & Anderson Inc 5
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 5
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 5
Blackrock Municipal 2020 Term Trust 5
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 5
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 5
National Penn Investors Trust Co /pa 5
Portside Wealth Group, LLC 5
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 5
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 5
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
B. Metzler seel. Sohn & Co. Holding AG 5
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 5
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 5
Ksa Capital Management, Llc 5
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 5
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 5
Winfield Associates, Inc. 5
Hilton Head Capital Partners, LLC 5
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 5
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 5
Becker Capital Management Inc 5
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 5
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 5
Dai-Ichi Life Insurance Company, Ltd 5
North Capital, Inc. 5
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 5
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 5
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 5
Oasis Management Co Ltd. 5
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 5
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 5
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 5
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 5
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 4
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 4
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 4
NewFocus Financial Group, LLC 4
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 4
Iron Horse Wealth Management, LLC 4
12 West Capital Management LP 4
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 4
One Capital Management, LLC 4
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 4
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 4
Rowland & Co Investment Counsel/adv 4
Miller/howard High Income Equity Fund 4
Sender Co & Partners, Inc. 4
Wells Fargo Income Opportunities Fund 4
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 4
RFG Advisory, LLC 4
Price Capital Management, Inc. 4
Bank of Kentucky, Inc. 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
Empirical Capital Management, LLC 4
Graypoint LLC 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
Legacy Capital Partners, Inc. 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 4
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 4
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 4
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 4
Fenimore Asset Management Trust 4
Alpine Global Dynamic Dividend Fund 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
LGPIX - Profunds - Large-cap Growth Profund Investor Class 4
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
Mirae Asset Securities (usa) Inc. 4
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 4
RiverNorth Managed Duration Municipal Income Fund, Inc. 4
Alpha Cubed Investments, LLC 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
Nations Financial Group Inc, /ia/ /adv 4
Cohen & Steers, Inc. 4
Ironwood Financial, llc 4
Ws Management Lllp 4
Portman Square Capital LLP 4
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 4
Community Trust & Investment Co 4
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 4
Westport Asset Management Inc 4
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 4
Ccm Investment Advisers Llc 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 4
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 4
PVG Asset Management 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
Strategic Global Advisors, LLC 4
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 4
PWS - Pacer Funds Trust - Pacer WealthShield ETF 4
Vestpro Financial Partners, Inc. Dba Cpf Texas 4
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 4
First Business Financial Services, Inc. 4
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 4
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 4
Horizons Etf Trust I 4
Legg Mason Bw Global Income Opportunities Fund Inc. 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
Shaker Investments Llc/oh 4
NINE MASTS CAPITAL Ltd 4
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 4
Danda Trouve Investment Management, Inc. 4
RMR Wealth Builders 4
Santori & Peters, Inc. 4
Carillon Tower Advisers, Inc. 4
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 4
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 4
Pacific Alternative Asset Management Company, Llc 4
Tuttle Tactical Management LLC 4
Madison Investment Advisors, LLC 4
Lone Pine Capital Llc 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 4
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 4
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 4
Midwest Professional Planners, LTD. 4
Sprott Inc. 4
AdvisorShares Investments LLC 4
Peapack Gladstone Financial Corp 4
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 4
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 4
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 4
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 4
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 4
Icon Wealth Partners, LLC 4
Verity & Verity, LLC 4
Oak Associates Ltd /oh/ 4
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 4
Headinvest, Llc 4
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 4
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 4
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 4
Garcia Hamilton & Associates Lp/de 4
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 4
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 4
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 4
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 4
Anderson Hoagland & Co 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
BFIT - Global X Funds - Global X Health & Wellness Thematic ETF 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
Mascagni Wealth Management, Inc. 4
FSA Wealth Management LLC 4
Diversify Wealth Management, Llc 4
AllSquare Wealth Management LLC 4
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 4
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 4
DiMeo Schneider & Associates, L.L.C. 4
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 4
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 4
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 4
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 4
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 4
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 4
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 4
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 4
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 4
Transcend Wealth Collective, Llc 4
Fort Point Capital Partners LLC 4
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 4
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 4
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 4
FGBKX - FRANKLIN TAX FREE TRUST - Franklin Municipal Green Bond Fund Advisor Class 4
Nbt Bank N A /ny 4
Tower Bridge Advisors 4
Thames Capital Management Llc 4
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 4
Zrc Wealth Management, Llc 4
Simplicity Wealth,LLC 4
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 4
Hohimer Wealth Management, Llc 4
Lorber David A 4
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 4
Deane Retirement Strategies, Inc. 4
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 4
Wayfinding Financial, LLC 4
Sawgrass Asset Management Llc 4
Regent Peak Wealth Advisors LLC 4
Pfs Investments Inc. 4
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 4
Repertoire Partners LP 4
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 4
Weil Company, Inc. 4
Camden Capital, LLC 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
Crestwood Advisors Group LLC 4
KLCM Advisors, Inc. 4
Aviance Capital Partners, LLC 4
Greenwood Investments, Inc. 4
Seelaus Asset Management LLC 4
683 Capital Management, LLC 4
Atreides Management, LP 4
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 4
Asio Capital, LLC 4
Hyperion Capital Advisors LP 4
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
Armstrong Advisory Group, Inc 4
Alethea Capital Management, Llc 4
Vahanian & Associates Financial Planning Inc. 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 4
RPG Investment Advisory, LLC 4
Silverlake Wealth Management Llc 4
Capital Wealth Planning, LLC 4
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 4
SYM FINANCIAL Corp 4
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 4
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 4
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 4
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 4
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 4
TRANSAMERICA FUNDS - Transamerica Core Bond I2 4
Peregrine Asset Advisers, Inc. 4
Croft-leominster Inc 4
Certified Advisory Corp 4
NWK Group, Inc. 4
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 4
Palisade Asset Management, LLC 4
Blackrock Multi-sector Income Trust 4
Edmond De Rothschild (suisse) S.a. 4
Exchange Capital Management, Inc. 4
Crown Advisors Management, Inc. 4
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 4
Engine Capital Management, LP 4
VCULX - VALIC Co I - Growth Fund 4
VCBCX - VALIC Co I - Blue Chip Growth Fund 4
HCBSX - Hc Capital Trust - The Intermediate Term Municipal Bond Ii Portfolio Hc Strategic Shares 4
Peoples Financial Services Corp. 4
Guardian Capital Lp 4
Pinpoint Asset Management Ltd 4
Marino, Stram & Associates Llc 4
Summit Financial Wealth Advisors, LLC 4
PSI Advisors, LLC 4
Pennsylvania Trust Co 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
Madison Asset Management, LLC 4
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 4
Clarkston Capital Partners, LLC 4
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 4
Nuveen Municipal Credit Opportunities Fund 4
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 4
Boyd Watterson Asset Management Llc/oh 4
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 4
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 4
Genesis Wealth Advisors, LLC 4
Nokomis Capital, L.L.C. 4
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 4
Nvwm, Llc 4
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 4
Pinz Capital Management, LP 4
Burleson & Company, LLC 4
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 4
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 4
Ahrens Investment Partners LLC 4
Dearborn Partners Llc 4
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 4
PCJ Investment Counsel Ltd. 4
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 4
Allianzgi Diversified Income & Convertible Fund 4
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 4
Pettyjohn, Wood & White, Inc 4
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 4
Hays Advisory Llc 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 4
Grimes & Company, Inc. 4
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 4
EVIM - Morgan Stanley ETF Trust - Eaton Vance Intermediate Municipal Income ETF 4
Elmwood Wealth Management, Inc. 4
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 4
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 4
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 4
Moloney Securities Asset Management, LLC 4
GFS Advisors, LLC 4
Schechter Investment Advisors, LLC 4
Wcm Investment Management, Llc 4
Obermeyer Wood Investment Counsel, Lllp 4
Investors Capital Advisory Services 4
Howard Capital Management Inc. 4
Cna Financial Corp 4
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 4
Gofen & Glossberg Llc /il/ 4
22nw, Lp 4
Wedmont Private Capital 4
Arlington Trust Co LLC 4
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 4
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 4
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 4
JMSI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF 4
Greenline Partners, LLC 4
Strategic Capital Group LLC 4
Sapience Investments, LLC 4
Syon Capital Llc 4
Estabrook Capital Management 4
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 4
Financiere des Professionnels - Fonds d,investissement inc. 4
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 4
Ballew Advisors, Inc 4
Nuveen Fund Advisors, LLC 4
Pacific Center for Financial Services 4
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 4
Cascade Investment Advisors, Inc. 4
MESHX - AMG FUNDS - AMG GW&K Municipal Enhanced SMA Shares 4
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 4
BOK Financial Private Wealth, Inc. 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
North Growth Management Ltd. 4
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 4
Pflug Koory, LLC 4
Arrow Investment Advisors, LLC 4
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 4
Foundations Investment Advisors, LLC 4
Doyle Wealth Management 4
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 4
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 4
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 4
Private Advisory Group LLC 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 4
Nichols Asset Management LLC 4
Douglass Winthrop Advisors, LLC 4
Steigerwald, Gordon & Koch Inc. 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
CI Global Investments Inc. 4
Wetzel Investment Advisors, Inc. 4
Solas Capital Management, LLC 4
Partnership Wealth Management, LLC 4
Alerus Financial Na 4
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 4
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 4
Redhawk Wealth Advisors, Inc. 4
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 4
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 4
Quaker Wealth Management, LLC 4
Harwood Advisory Group, LLC 4
Arcus Capital Partners, LLC 4
Aristeia Capital Llc 4
Night Squared LP 4
Wealth Watch Advisors, INC 4
Virtus Global Dividend & Income Fund Inc. 4
Kortright Capital Partners LP 4
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 4
Beacon Pointe Advisors, LLC 4
Paragon Capital Management LLC 4
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 4
Stevens First Principles Investment Advisors 4
Personal Wealth Partners 4
Signature Estate & Investment Advisors Llc 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
Sheffield Asset Management, L.L.C. 4
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 4
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 4
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 4
Reston Wealth Management Llc 4
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 4
Aptus Capital Advisors, LLC 4
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 4
Symmetry Peak Management Llc 4
Gladstone Institutional Advisory LLC 4
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 4
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 4
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 4
Jackson, Grant Investment Advisers, Inc. 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 4
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 4
Herold Advisors, Inc. 4
Mfs Intermediate Income Trust 4
Asahi Life Asset Management Co., Ltd. 4
Cranbrook Wealth Management, LLC 4
Family Firm, Inc. 4
Rokos Capital Management LLP 4
Abundance Wealth Counselors 4
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 4
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 4
Nishkama Capital, LLC 4
Paragon Capital Management Inc 4
Ostrum Asset Management 4
Ostrum Asset Management U.s., Llc 4
Optima Capital Llc 4
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 4
VELA Funds - VELA Income Opportunities Fund Class A 4
Canandaigua National Corp 4
Sycamore Partners Management, L.P. 4
Fairfield, Bush & Co. 4
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 4
Creekmur Asset Management LLC 4
Griffin Asset Management, Inc. 4
Twin Focus Capital Partners, Llc 4
VisionPoint Advisory Group, LLC 4
MorganRosel Wealth Management, LLC 4
Strategic Investment Management, Llc 4
Brandywine Oak Private Wealth Llc 4
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 4
Edge Capital Group, LLC 4
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 4
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 4
Qtron Investments LLC 4
Register Financial Advisors LLC 4
Manchester Financial Inc 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
Afam Capital, Inc. 4
Lake Point Wealth Management 4
Skyline Asset Management Lp 4
Richardson Financial Services Inc. 4
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 4
Strategy Asset Managers Llc 4
Meros Investment Management, LP 4
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4
Garrett Wealth Advisory Group, LLC 4
Balasa Dinverno & Foltz Llc 4
Genworth Financial Inc 4
Wells Fargo Utilities & High Income Fund 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 4
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 4
Douglas Lane & Associates, LLC 4
Aegon Asset Management Uk Plc 4
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 4
Sage Rhino Capital Llc 4
Investment House Llc 4
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 4
BTC Capital Management, Inc. 4
Global Assets Advisory, LLC 4
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 4
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 4
Bremer Bank National Association 4
Stadium Capital Management Llc 4
Lebenthal Holdings,LLC 4
1st Source Bank 4
Alpha Omega Wealth Management LLC 4
Waddell & Associates, Llc 4
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 4
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 4
Inscription Capital, LLC 4
Benjamin Edwards Inc 4
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 4
III Capital Management 4
Matrix Trust Co 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 4
Morgens Waterfall Vintiadis & Co Inc 4
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 4
Legend Financial Advisors, Inc. 4
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 4
Firestone Capital Management 4
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 4
Falcon Point Capital, Llc 4
Pinpoint Asset Management (Singapore) Pte. Ltd. 4
Gibbs Wealth Management 4
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 4
Atwood & Palmer Inc 4
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 4
Pillar Pacific Capital Management Llc 4
Donald L. Hagan, LLC 4
Okumus Fund Management Ltd. 4
Texas Yale Capital Corp. 4
Accent Capital Management, LLC 4
Highline Wealth Partners Llc 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class 4
Oppenheimer Variable Account Funds 4
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 4
Nuveen High Income November 2021 Target Term Fund 4
Nelson Capital Management, LLC 4
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 4
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 4
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 4
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 4
Pacitti Group Inc. 4
Teewinot Capital Advisers, L.L.C. 4
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 4
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 4
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 4
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 4
Cohen Capital Management, Inc. 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
Carnick & Kubik, LLC 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
DHMBX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon High Yield Municipal Bond Fund Class Z 4
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 4
waypoint wealth counsel 4
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 4
Riposte Capital Llc 4
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 4
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 4
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 4
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 4
Fiduciary Alliance LLC 4
DADIX - DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class 4
TCW ETF Trust - TCW Core Plus Bond ETF 4
Northwestern Mutual Investment Services Llc 4
Bbva Usa 4
PNC Managed Account Solutions, Inc. 4
Eagle Bay Advisors LLC 4
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 4
Williamson Legacy Group, LLC 4
Honeywell International Inc 4
Haverford Trust Co 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
EnRich Financial Partners LLC 4
Westfuller Advisors, LLC 4
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 4
Hermes Investment Management Ltd 4
BlackRock ETF Trust II - BlackRock Total Return ETF 4
Polaris Capital Management, LLC 4
Sapphire Star Partners LP 4
Clifford Swan Investment Counsel Llc 4
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 4
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 4
Triumph Capital Management 4
Forte Capital Llc /adv 4
Donoghue Forlines LLC 4
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 4
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 4
Blue Bell Private Wealth Management, Llc 4
Tiaa Cref Trust Co Fsb/mo 4
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 4
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 4
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 4
Hook Mill Capital Partners, LP 4
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 4
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 4
MPS Loria Financial Planners, LLC 4
Avidian Wealth Solutions, LLC 4
Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) 4
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 4
First Foundation Advisors 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 4
Norway Savings Bank 4
Orrstown Financial Services Inc 4
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 4
NOLCX - Northern Funds - Northern Large Cap Core Fund 4
Callahan Advisors, LLC 4
Sierra Capital LLC 4
FrontFour Capital Group LLC 4
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 4
Fortis Group Advisors, LLC 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 4
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 4
Kerrisdale Advisers, LLC 4
Nierenberg Investment Management Company, Inc. 4
Diligent Investors, LLC 4
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 4
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 4
TCTC Holdings, LLC 4
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 4
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 4
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 4
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 4
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 4
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 4
Financial Network Wealth Advisors LLC 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
Rachor Investment Advisory Services, LLC 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
Warberg Asset Management LLC 4
Winch Advisory Services, LLC 4
Tillar-Wenstrup Advisors, LLC 4
Lumina Fund Management LLC 4
Roble, Belko & Company, Inc 4
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 4
Advanced Series Trust - Ast Advanced Strategies Portfolio 4
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 4
Freshford Capital Management, LLC 4
Perbak Capital Partners LLP 4
IBUY - Amplify ETF Trust - Amplify Online Retail ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
Voya Prime Rate Trust 4
PACIFIC SELECT FUND - Core Income Portfolio Class I 4
Syntax Advisors, Llc 4
Capital Investment Advisors, LLC 4
Profunds - Profund Vp Large-cap Growth 4
Joel Isaacson & Co., LLC 4
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 4
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 4
Quantessence Capital LLC 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
RQSI Ltd 4
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 4
Scion Asset Management, LLC 4
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 4
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 4
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 4
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 4
Ten Capital Wealth Advisors, LLC 4
Curi Wealth Management, LLC 4
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 4
Godfrey Financial Associates, Inc. 4
LBA Wealth Management, LLC 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 4
Encompass Wealth Advisors, Llc 4
Cai Capital Management, Inc. 4
Suvretta Capital Management, Llc 4
Robbins Farley Llc 4
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 4
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 4
Arista Wealth Management, LLC 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
CGMFX - CGM TRUST - CGM Focus Fund 4
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 4
Horizon Financial Services, Llc 4
Legacy Advisors, LLC 4
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 4
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 4
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 4
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 4
Qualcomm Inc/de 4
Laird Norton Trust Company, Llc 4
Circle Wealth Management, LLC 4
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 4
RFP Financial Group LLC 4
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 4
Waverton Investment Management Ltd 4
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 4
SYSTM Wealth Solutions LLC 4
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 4
Courier Capital Llc 4
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 4
Koesten, Hirschmann & Crabtree, INC. 4
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 4
Fifth Third Wealth Advisors LLC 4
McAdams Wright Ragen, Inc. 4
Evolve Private Wealth, Llc 4
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 4
Cyndeo Wealth Partners, LLC 4
Tygh Capital Management, Inc. 4
Meritage Group LP 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 4
Charter Bridge Capital Management, L.P. 4
Brandes Investment Partners, Lp 4
Stancorp Investment Advisers Inc 4
Retirement Wealth Solutions LLC 4
Clough Capital Partners L P 4
VARCOV Co. 4
CHURCHILL MANAGEMENT Corp 4
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 4
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 4
Whitnell & Co. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 4
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 4
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 4
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 4
Prudential Short Duration High Yield Fund, Inc. 4
Planned Solutions, Inc. 4
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 4
Infusive Asset Management Inc. 4
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 4
Mik Capital Llc 4
Heck Capital Advisors, LLC 4
F/M Investments LLC 4
SBPAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Pennsylvania Municipals Fund Class A 4
Clear Perspective Advisors, LLC 4
Reflection Asset Management 4
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 4
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 4
Girard Partners Ltd. 4
Channing Capital Management, LLC 4
WMS Partners, LLC 4
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 4
Diversify Advisory Services, LLC 4
Psagot Value Holdings Ltd. / (Israel) 4
Masters Capital Management Llc 4
Castlerock Asset Management Inc 4
Halcyon Offshore Asset Management Llc 4
Iberiabank Corp 4
U.S. Monthly Income Fund for Puerto Rico Residents, Inc. - U.S. Monthly Income Fund for Puerto Rico Residents Class A 4
Voya Emerging Markets High Dividend Equity Fund 4
Legacy Capital Wealth Partners, LLC 4
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 4
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 4
Caerus Global Investors LLC 4
Sheets Smith Wealth Management 4
Beck Capital Management, Llc 4
Synergy Financial Management, LLC 4
Distillate Capital Partners LLC 4
Wealthsource Partners, Llc 4
Cartenna Capital, LP 4
Charter Oak Capital Management, LLC 4
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 4
Altus Wealth Group LLC 4
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 4
Raging Capital Management, LLC 4
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 4
Global Trust Asset Management, LLC 4
McGlone Suttner Wealth Management, Inc. 4
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 4
RiverNorth Managed Duration Municipal Income Fund II, Inc. 4
Osborne Partners Capital Management, Llc 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 4
Putnam Managed Municipal Income Trust 4
Privium Fund Management (UK) Ltd 4
First Trust High Yield Opportunities 2027 Term Fund 4
Independent Financial Group, Llc 4
Marxe Austin W & Greenhouse David M 4
Jlb & Associates Inc 4
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
Flossbach Von Storch Ag 4
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 4
Bck Capital Management Lp 4
IAG Wealth Partners, LLC 4
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 4
Annapolis Financial Services, LLC 4
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 4
Options Solutions, Llc 4
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 4
Allegheny Financial Group LTD 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 4
AWM Investment Company, Inc. 4
Mfs Charter Income Trust 4
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 4
Hilltop National Bank 4
River & Mercantile Asset Management Llp 4
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 4
Alpine Associates Advisors 4
Strategic Advisors LLC 4
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 4
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 4
Oak Point Wealth Management 4
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 4
Signature Resources Capital Management, LLC 4
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 4
First Citizens Bancorporation Inc 4
TOHAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Ohio Tax-Free Bond Fund Class A 4
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 4
Atlas Private Wealth Advisors 4
Stonebridge Financial Group, LLC 4
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 4
AJOVista, LLC 4
John Hancock Income Securities Trust 4
FEDERATED CORE TRUST - High Yield Bond Portfolio 4
Red Door Wealth Management, LLC 4
Owl Creek Wealth Partners LLC 4
Oxbow Advisors, LLC 4
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 4
Acrisure Capital Management, LLC 4
Nippon Life Global Investors Americas, Inc. 4
Beaird Harris Wealth Management, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 4
CBOE Vest Financial, LLC 4
Lokken Investment Group LLC 4
Accuvest Global Advisors 4
Appaloosa Lp 4
Wellington Grp LLC 4
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 4
Bank Of Nova Scotia Trust Co 4
FOMIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Income 2021 Fund Fidelity Advisor Municipal Income 2021 Fund: Class I 4
Sadoff Investment Management Llc 4
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 4
Parnassus Investments /ca 4
Hartford Financial Management Inc. 4
Magee Thomson Investment Partners Llc 4
Main Street Group, LTD 4
Leverage Partners Absolute Return Fund SPC 4
Credo Capital Management, LLC 4
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 4
Axiom Investment Management LLC 4
Planning Capital Management Corp 4
Cypress Point Wealth Management, LLC 4
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W 4
1620 Investment Advisors, Inc. 4
Aaron Wealth Advisors LLC 4
Six Circles Trust - Six Circles Global Bond Fund 4
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 4
Foster Dykema Cabot & Partners, Llc 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 4
Perennial Advisors, LLC 4
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 4
Founders Bank & Trust 4
Usa Mutuals Advisors, Inc. 4
E Fund Management Co., Ltd. 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
Somerset Trust Co 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
Copeland Capital Management, LLC 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 4
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 4
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 4
Jacob Asset Management Of New York Llc 4
Timberline Asset Management LLC 4
Davidson Investment Advisors 4
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 4
Thornburg Investment Management Inc 4
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 4
Needham Investment Management Llc 4
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 4
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 4
Oliver Lagore Vanvalin Investment Group 4
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 4
Cordasco Financial Network 4
Grace Capital 4
Blackrock Municipal Bond Trust 4
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 4
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 4
GoalVest Advisory LLC 4
DT Investment Partners, LLC 4
Hilltop Holdings Inc. 4
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 4
Us Global Investors Funds 4
Newfound Research LLC 4
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S 4
IFG Advisory, LLC 4
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 4
RSHMX - VICTORY PORTFOLIOS - Victory High Income Municipal Bond Fund Class A 4
Transce3nd, LLC 4
Synergy Investment Management, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 4
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 4
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 4
MTM Investment Management, LLC 4
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 4
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 4
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 4
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 4
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 4
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 4
Empyrean Capital Partners, LP 4
PENN SERIES FUNDS INC - High Yield Bond Fund 4
Gai Agility Income Fund 4
Sagefield Capital LP 4
PPM Funds - PPM High Yield Core Fund (Inst) 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
Modera Wealth Management, LLC 4
Lynx Investment Advisory 4
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 4
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 4
Centre Asset Management, LLC 4
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 4
Del Mar Asset Management, LP 4
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 4
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 4
West Family Investments, Inc. 4
Diamond Hill Capital Management Inc 4
Cornerstone Advisory, LLC 4
Turner Funds 4
Meitav Dash Investments Ltd 4
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 4
Price Michael F 4
Advisors Capital Management, LLC 4
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 4
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 4
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 4
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 4
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 4
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 4
Mpwm Advisory Solutions, Llc 4
Kistler-Tiffany Companies, LLC 4
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 4
Sirios Capital Management L P 4
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 4
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 4
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 4
DV Trading LLC 4
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 4
Azimuth Capital Management LLC 4
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 4
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 4
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 4
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 4
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 4
Ridgeworth Funds 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 4
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 4
Affinity Wealth Management Llc 4
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF 4
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 4
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
Frontier Wealth Management LLC 4
Sonora Investment Management Group, LLC 4
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares 4
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 4
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 4
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 4
China Universal Asset Management Co., Ltd. 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class 4
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 4
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 4
Towerview Llc 4
Ardsley Advisory Partners Lp 4
Optimist Retirement Group LLC 4
Hilton Capital Management, LLC 4
Capstone Financial Advisors, Inc. 4
Davidson Kempner Partners 4
LETAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class I Shares 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 4
VNBTrust, National Association 4
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 4
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 4
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 4
Journey Strategic Wealth Llc 4
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 4
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
Cloverdale Capital Management, LLC 4
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
Hoxton Financial, Inc. 4
Confluence Wealth Services, Inc. 4
Third Avenue Management Llc 4
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 4
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 4
Summit Creek Advisors LLC 4
MIG Capital, LLC 4
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 4
Reynders McVeigh Capital Management, LLC 4
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 4
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 4
Sivia Capital Partners, LLC 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
Spouting Rock Asset Management, LLC 4
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
REAP Financial Group, LLC 4
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 4
EATTX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 10-to-20 Year Laddered Municipal Bond Fund Class A 4
Global Financial Private Capital, LLC 4
Clean Yield Group 4
Telemetry Investments, L.L.C. 4
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 4
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 4
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 4
Symphony Financial, Ltd. Co. 4
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 4
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 4
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 4
CHICAGO TRUST Co NA 4
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 4
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 3
TIMOTHY PLAN - Timothy Strategic Variable 3
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 3
AlphaStar Capital Management, LLC 3
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 3
Trust Asset Management LLC 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
Meyer Handelman Co 3
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 3
Tricadia Capital Management, LLC 3
Stelac Advisory Services LLC 3
Fidelis Capital Partners, LLC 3
Samalin Investment Counsel, LLC 3
Knightsbridge Asset Management, Llc 3
Concorde Financial Corp 3
Smallwood Wealth Investment Management, LLC 3
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
Monashee Investment Management LLC 3
Advanced Series Trust - Ast Mid-cap Growth Portfolio 3
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 3
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 3
New Jersey Better Educational Savings Trust 3
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 3
North Dakota State Investment Board 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
Unique Wealth Strategies, LLC 3
Groupe la Francaise 3
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 3
Third Point LLC 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 3
Naples Global Advisors, Llc 3
Taylor Hoffman Wealth Management 3
Wall Street Financial Group, Inc. 3
Concourse Capital Management, LLC 3
Insigneo Advisory Services, Llc 3
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 3
Hellman Jordan Management Co Inc /ma/ 3
BSHIX - Bishop Street Funds - Hawaii Municipal Bond Fund Class I Shares 3
Maj Invest Holding A/S 3
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
VSR Financial Services, Inc. 3
Fragasso Group Inc. 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
NCM Capital Advisers, Inc. 3
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
Piscataqua Savings Bank 3
Lawson Kroeker Investment Management Inc/ne 3
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 3
Aspiriant, Llc 3
HighTower Trust Services, LTA 3
Nicola Wealth Management Ltd. 3
Arjuna Capital 3
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 3
Blue Rock Advisors, LLC 3
RKEMX - Gallery Trust - ROTHKO EMERGING MARKETS EQUITY FUND Rothko Emerging Markets Equity Fund 3
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 3
Bank Pictet & Cie (asia) Ltd 3
Chesapeake Wealth Management 3
Newtyn Management, LLC 3
Quest Investment Management Llc 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 3
Clear Street Llc 3
Bristlecone Advisors, LLC 3
Vista Investment Partners Llc 3
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 3
Tandem Investment Advisors, Inc. 3
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 3
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 3
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF 3
Quad-Cities Investment Group, LLC 3
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 3
Telemus Capital, Llc 3
Advocacy Wealth Management Services, LLC 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 3
Everhart Financial Group, Inc. 3
Legacy Wealth Asset Management, LLC 3
Shine Investment Advisory Services Inc 3
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 3
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 3
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 3
Pacifica Capital Investments, LLC 3
Catalytic Wealth RIA, LLC 3
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 3
Kelly Financial Services LLC 3
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 3
Private Capital Advisors, Inc. 3
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 3
Windward Capital Management Co /ca 3
Bristol Advisors, LLC 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
PGIM Short Duration High Yield Opportunities Fund 3
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 3
Congress Wealth Management LLC / DE / 3
Triasima Portfolio Management inc. 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
Proffitt & Goodson Inc 3
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 3
Citizens Business Bank 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
Bivin & Associates, Inc. 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
PBU - The Pension Fund of Early Childhood & Youth Educators 3
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 3
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I 3
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
Vertex One Asset Management Inc. 3
Security National Trust Co 3
Hyman Charles D 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
First PREMIER Bank 3
America First Investment Advisors, LLC 3
Madison Street Partners, LLC 3
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 3
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 3
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 3
Hawk Ridge Capital Management Lp 3
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 3
NorthCrest Asset Manangement, LLC 3
Vivaldi Asset Management, LLC 3
Dividend Asset Capital, Llc 3
Change Path, LLC 3
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 3
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 3
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 3
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 3
WMSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Sustainability Fund Administrator Class 3
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 3
IMG Wealth Management, Inc. 3
Olstein Funds 3
Zweig Advisers Llc 3
Delap Wealth Advisory, Llc 3
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 3
Ninety One SA (PTY) Ltd 3
Huber Capital Management LLC 3
Brown Advisory Securities, LLC 3
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 3
Staley Capital Advisers Inc 3
Kingswood Wealth Advisors, Llc 3
Hc Financial Advisors Inc 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
Gilliland Jeter Wealth Management LLC 3
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 3
Overland Advisors, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 3
Nuveen Select Tax Free Income Portfolio 3
Bard Associates Inc 3
Gruber & Mcbaine Capital Management Llc 3
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 3
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 3
Kcm Investment Advisors Llc 3
Searle & Co. 3
Horizon Bancorp Inc /in/ 3
F3Logic, LLC 3
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 3
Founders Financial Alliance, LLC 3
Rheos Capital Works Inc. 3
New Century Financial Group, LLC 3
Pegasus Partners Ltd. 3
Emerald Investment Partners, Llc 3
Marks Group Wealth Management, Inc 3
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 3
EWG Elevate Inc. 3
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
Cromwell Holdings LLC 3
Chesapeake Partners Management Co Inc/md 3
VMCVX - VALIC Co II - Mid Cap Value Fund 3
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 3
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 3
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 3
Luken Investment Analytics, LLC 3
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 3
Hartline Investment Corp/ 3
VCSBX - VALIC Co II - Strategic Bond Fund 3
Trust Co Of Virginia /va 3
Woodley Farra Manion Portfolio Management Inc 3
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 3
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
Pacifica Partners Inc. 3
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
Berkshire Asset Management Llc/pa 3
Asset Planning Services, Ltd. 3
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
VCCBX - VALIC Co II - Core Bond Fund 3
Wade G W & Inc 3
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 3
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 3
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 3
Acumen Wealth Advisors, LLC 3
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 3
Grandfield & Dodd, Llc 3
Foyston, Gordon, & Payne Inc 3
Stance Capital Llc 3
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 3
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 3
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 3
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 3
Triad Wealth Partners, LLC 3
Eaton Vance Senior Floating Rate Trust 3
Phoenix Investment Adviser LLC 3
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 3
First American Trust, Fsb 3
Randolph Co Inc 3
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 3
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3
Icc Capital Management Inc/ 3
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 3
CBIZ Investment Advisory Services, LLC 3
New Millennium Group LLC 3
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 3
Cullinan Associates Inc 3
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 3
Alydar Partners Llc 3
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 3
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 3
RMOP - Tidal Trust III - Rockefeller Opportunistic Municipal Bond ETF 3
True North Advisors, LLC 3
Nuveen Multi-Asset Income Fund 3
Frec Markets, Inc. 3
HBC Financial Services, PLLC 3
Peddock Capital Advisors, Llc 3
Baldwin Investment Management, LLC 3
Raiffeisen Bank International AG 3
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 3
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 3
Aureus Asset Management, LLC 3
London Co Of Virginia 3
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 3
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 3
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 3
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 3
Scout Funds 3
Voya Financial Advisors, Inc. 3
Altavista Wealth Management, Inc. 3
Detwiler Fenton Investment Management LLC 3
Odyssean, LLC 3
Varma Mutual Pension Insurance Co 3
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 3
Fiduciary Management Inc /wi/ 3
Edmp, Inc. 3
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 3
DDD Partners, LLC 3
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 3
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 3
Colonial River Wealth Management, LLC 3
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 3
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 3
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 3
Ally Financial Inc. 3
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 3
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 3
Cahill Financial Advisors Inc 3
Pictet & Cie (Europe) SA 3
Aris Wealth Services, Inc. 3
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 3
CarsonAllaria Wealth Management, Ltd. 3
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 3
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 3
Kera Capital Partners, Inc. 3
Bedrijfstakpensioenfonds Voor De Media Pno 3
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 3
Freedman Financial Associates, Inc. 3
Fisher John J 3
Dowling & Yahnke Llc 3
First Pacific Financial 3
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
Catawba Capital Management /va 3
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 3
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 3
Platinum Investment Management Ltd 3
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
Coastline Trust Co 3
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 3
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 3
Russell Clark Investment Management Ltd 3
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 3
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
Kdi Capital Partners Llc 3
Union Bancaire Privee, UBP SA 3
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
PARK CIRCLE Co 3
Signition Lp 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
GGBFX - GuideStone Funds - Global Bond Fund Investor 3
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 3
Nokota Management, LP 3
Miller Investment Management, LP 3
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 3
Garton & Associates Financial Advisors LLC 3
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 3
Adams Wealth Management 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
Middleton & Co Inc/ma 3
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 3
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 3
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 3
Saiers Capital, LLC 3
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 3
Centerpoint Advisors, LLC 3
Putnam ETF Trust - Putnam ESG High Yield ETF - 3
MKP Capital Management, L.L.C. 3
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 3
Osmium Partners, LLC 3
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 3
Millstone Evans Group, LLC 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
Wolf Hill Capital Management, LP 3
WP Advisors, LLC 3
Mcguire Capital Advisors Inc 3
Clark Asset Management, LLC 3
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 3
Legion Partners Asset Management, LLC 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 3
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 3
Tcw Strategic Income Fund Inc 3
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 3
Soros Capital Management Llc 3
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 3
Heritage Family Offices, LLP 3
Dsm Capital Partners Llc 3
Wright Managed Equity Trust 3
Platform Technology Partners 3
Okabena Investment Services Inc 3
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 3
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 3
BlueSpruce Investments, LP 3
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 3
MidFirst Bank 3
SHNJX - LEGG MASON PARTNERS INCOME TRUST - Western Asset New Jersey Municipals Fund Class A 3
OTA Financial Group L.P. 3
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 3
Hoese & Co LLP 3
Connor Clark & Lunn Investment Management Ltd 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 3
Barr E S & Co 3
Oakwood Capital Management Llc/ca 3
Df Dent & Co Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 3
Banced Corp 3
VCGEX - VALIC Co I - Emerging Economies Fund 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
Private Capital Management, LLC 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
Governors Lane LP 3
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 3
New York Life Investments Alternatives 3
Simmons Bank 3
Tilia Fiduciary Partners, Inc. 3
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 3
VSSVX - VALIC Co I - Small Cap Special Values Fund 3
Abacus Planning Group, Inc. 3
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 3
Arlington Value Capital, LLC 3
NUSMX - Nuveen Managed Accounts Portfolios Trust - Nuveen Ultra Short Municipal Managed Accounts Portfolio Common Shares 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
Gen-Wealth Partners Inc 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Westchester Capital Management, LLC 3
Maxi Investments CY Ltd 3
Williams Jones & Associates LLC 3
Nuveen Enhanced Municipal Value Fund 3
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
Snyder Capital Management L P 3
Barometer Capital Management Inc. 3
Drive Wealth Management, Llc 3
Parcion Private Wealth LLC 3
Dimension Capital Management Llc 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 3
Woodward Diversified Capital, Llc 3
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 3
Legg Mason Investment Counsel & Trust Co., N.A. 3
Thomasville National Bank 3
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 3
Resolute Advisors LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 3
Bessemer Securities Llc 3
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 3
Sentinus, LLC 3
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 3
Texas Capital Bank Wealth Management Services Inc 3
Corbenic Partners LLC 3
Cim, Llc 3
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 3
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 3
Carderock Capital Management Inc 3
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 3
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
Teamwork Financial Advisors, LLC 3
Pin Oak Investment Advisors Inc 3
Cfm Wealth Partners Llc 3
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 3
Longboard Asset Management, LP 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
Intrepid Capital Management Inc 3
Atlanta Capital Management Co L L C 3
Bill Few Associates, Inc. 3
Murphy Michael R 3
Dodge & Cox 3
Klingman & Associates, LLC 3
Ameriflex Group, Inc. 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares 3
Salient Capital Advisors, LLC 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
Gamble Jones Investment Counsel 3
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 3
Field & Main Bank 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 3
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 3
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 3
Pure Financial Advisors, Inc. 3
ABLE Financial Group, LLC 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 3
Taika Capital, LP 3
Bingham Osborn & Scarborough Llc 3
S. Muoio & Co. Llc 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
Acorn Wealth Advisors, LLC 3
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 3
Central Pacific Bank - Trust Division 3
MSF Capital, LLC 3
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 3
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 3
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 3
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 3
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 3
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 3
Strengthening Families & Communities, LLC 3
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 3
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 3
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
EPG Wealth Management LLC 3
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 3
Eaton Vance Floating-rate Income Trust 3
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 3
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 3
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 3
TCG Advisory Services, LLC 3
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
Sunnymeath Asset Management, Inc. 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
Suncoast Equity Management 3
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 3
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 3
Ray Gerald L & Associates Ltd 3
Sunpointe, LLC 3
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 3
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 3
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 3
Twin Securities, Inc. 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 3
Caerus Investment Advisors, LLC 3
Lehman Financial Resources, Inc. 3
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 3
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 3
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 3
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 3
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 3
Cantor Fitzgerald Investment Adviser L.p. 3
Trust Investment Advisors 3
Crescent Grove Advisors, LLC 3
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 3
Meru Capital Group, LP 3
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 3
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 3
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 3
Fisher William Sydney 3
Journey Retirement Planning & Investment Management Llc 3
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 3
North Run Capital, Lp 3
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 3
McMahon Financial Advisors, LLC 3
Linden Thomas Advisory Services, LLC 3
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 3
Homrich & Berg 3
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 3
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 3
PrairieView Partners, LLC 3
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 3
Xtx Markets Llc 3
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 3
Trust For Advisor Solutions 3
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 3
Roundview Capital LLC 3
Putnam Fl Investment Management Co 3
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N 3
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 3
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 3
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 3
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 3
Ckw Financial Group 3
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 3
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 3
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 3
SEB Asset Management AB 3
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 3
Torch Wealth Management LLC 3
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 3
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 3
Nuveen Municipal Income Fund Inc 3
Rushmore Investment Advisors, Inc. 3
Magnolia Capital Advisors Llc 3
Country Club Trust Company, n.a. 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
LSMOX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Sustainable Municipal Bond Fund Class F3 3
Guild Investment Management, Inc. 3
Trellus Management Company, LLC 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
Greenwood Capital Associates Llc 3
Haverford Financial Services, Inc. 3
Western Asset High Income Opportunity Fund Inc. 3
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
Pt Asset Management, Llc 3
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 3
Eagle Ridge Investment Management 3
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 3
Bremer Trust National Association 3
HWG Holdings LP 3
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
Summitry Llc 3
Veracity Capital LLC 3
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 3
CastleKnight Management LP 3
Richards, Merrill & Peterson, Inc. 3
Valentine Capital Asset Management, Inc. 3
Metis Global Partners, LLC 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
Accredited Investors Inc. 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
CapWealth Advisors, LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Municipal Bond ETF 3
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
Capital Advisory Group Advisory Services, LLC 3
Hanlon Investment Management, Inc. 3
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 3
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 3
Divergent Wealth Advisors, Llc 3
W.G. Shaheen & Associates DBA Whitney & Co 3
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 3
Trutina Financial LLC 3
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 3
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 3
Seldon Capital Lp 3
Insight Advisors, LLC/ PA 3
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 3
Capital A Wealth Management, LLC 3
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 3
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 3
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
D. Scott Neal, Inc. 3
Ninety One North America, Inc. 3
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 3
E&G Advisors, LP 3
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 3
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 3
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 3
Tealwood Asset Management Inc 3
Southeast Asset Advisors Inc. 3
Keystone Investors Pte Ltd 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 3
Mitsubishi UFJ Asset Management (UK) Ltd. 3
Atalanta Sosnoff Capital, Llc 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
GlobalBridge, Inc. 3
Deutsche Value Series, Inc 3
Lake Street Advisors Group, Llc 3
VELA Investment Management, LLC 3
Alerus Investment Advisors Corp 3
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 3
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 3
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 3
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 3
RPg Family Wealth Advisory, LLC 3
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 3
Rs Investment Trust 3
Bull Harbor Capital LLC 3
Alliance Wealth Advisors, LLC /UT 3
First Command Advisory Services, Inc. 3
Cfs, Llc 3
Wd Rutherford Llc 3
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 3
Manning & Napier Group, LLC 3
PayPay Securities Corp 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
Main Street Research LLC 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
Dreyfus Strategic Municipal Bond Fund Inc 3
Sasco Capital Inc / Ct/ 3
Prudential Global Short Duration High Yield Fund, Inc. 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 3
Premia Global Advisors, Llc 3
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 3
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 3
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 3
Rothschild Capital Partners, LLC 3
Haberer Registered Investment Advisor Inc 3
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 3
Hahn Capital Management Llc 3
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 3
Cypress Wealth Services, LLC 3
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 3
Prentiss Smith & Co Inc 3
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 3
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 3
GLOBALT Investments LLC / GA 3
Creative Capital Management Investments LLC 3
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 3
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 3
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 3
Symmetry Investments LP 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 3
Destination Wealth Management 3
RWM Asset Management, LLC 3
Capital International Investors 3
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 3
Icm Asset Management Inc/wa 3
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 3
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 3
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 3
Argent Advisors, Inc. 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 3
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
Cornerstone Advisors Inc 3
Resonant Capital Advisors, LLC 3
Indices-Pac Research Corp. 3
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 3
Northwest Financial Advisors 3
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 3
Spirepoint Private Client, Llc 3
Visionary Asset Management, Inc. 3
Lionsbridge Wealth Management LLC 3
Aristotle Fund, L.p. 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
KAMES CAPITAL management Ltd 3
Great Lakes Retirement, Inc. 3
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
LMIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Massachusetts Intermediate Municipal Bond Fund Class A 3
Liberty All Star Growth Fund Inc. 3
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 3
Payden & Rygel 3
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 3
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 3
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 3
PDS Planning, Inc 3
AlTi Global, Inc. 3
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 3
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 3
Ferguson Wellman Capital Management, Inc 3
Syverson Strege & Co 3
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 3
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 3
S.A. Mason LLC 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
Dogwood Wealth Management LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
Salzhauer Michael 3
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 3
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 3
25 Llc 3
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 3
Marietta Investment Partners Llc 3
COEAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Oregon Intermediate Municipal Bond Fund Class A 3
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 3
Giverny Capital Inc. 3
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 3
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 3
Patton Albertson Miller Group, Llc 3
Dividend & Income Fund 3
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 3
Providence Capital Advisors, LLC 3
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 3
Origin Asset Management LLP 3
BKD Wealth Advisors, LLC 3
Aurora Investment Counsel 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
TriaGen Wealth Management LLC 3
Future Financial Wealth Managment LLC 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 3
Kiley Juergens Wealth Management, Llc 3
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 3
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 3
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 3
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 3
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 3
Stanley-Laman Group, Ltd. 3
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 3
Platinum Grove Asset Management, LP 3
Oppenheimer Small Cap Value Fund 3
Brookside Capital Management Llc 3
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 3
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 3
Advisor OS, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 3
Horan Capital Advisors, LLC. 3
Bellwether Advisors, LLC 3
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
FOINX - Tributary Funds, Inc. - Income Fund Institutional 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
Stephenson National Bank & Trust 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 3
Cambridge Financial Group, Inc. 3
Hillcrest Asset Management LLC 3
Empirical Asset Management, LLC 3
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 3
McClarren Financial Advisors, Inc. 3
RiverNorth Opportunistic Municipal Income Fund, Inc. 3
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 3
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 3
Broad Peak Investment Advisers Pte Ltd 3
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 3
Pensionmark Financial Group, Llc 3
Simcoe Capital Management, LLC 3
New World Advisors LLC 3
Noked Israel Ltd 3
FMUB - Fidelity Merrimack Street Trust - Fidelity Municipal Bond Opportunities ETF 3
Victory Financial Group, Llc 3
Carmel Capital Partners, LLC 3
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 3
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 3
Bmt Investment Funds 3
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 3
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 3
ETMUX - E Trade Trust - E*TRADE No Fee Municipal Bond Index Fund 3
Keane Capital Management Inc 3
Cypress Wealth Advisors LLC 3
Connable Office Inc 3
Eubel Brady & Suttman Asset Management Inc 3
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 3
Oxford Financial Group Ltd 3
Madison Covered Call & Equity Strategy Fund 3
H2o Am Llp 3
Princeton Capital Management Llc 3
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 3
Brendel Financial Advisors LLC 3
IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF 3
Golden Gate Private Equity, Inc. 3
Bain Capital Public Equity Management Ii, Llc 3
Meridian Wealth Advisors, LLC 3
Actinver Wealth Management, Inc. 3
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 3
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 3
Crawford Fund Management, LLC 3
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 3
Meeder Advisory Services, Inc. 3
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 3
Mattson Financial Services, LLC 3
Cypress Capital, LLC 3
Sib Llc 3
Mfs Multimarket Income Trust 3
Spirit Of America Management Corp/ny 3
V-Square Quantitative Management LLC 3
Lee Danner & Bass Inc 3
Mountain Capital Investment Advisors, Inc 3
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 3
BLB&B Advisors, LLC 3
Laurel Grove Capital, LLC 3
Alpine Associates Management Inc. 3
LGT Group Foundation 3
Valtura Capital Partners LLC 3
TAMRO Capital Partners LLC 3
Bleakley Financial Group, LLC 3
Cooke & Bieler Lp 3
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 3
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 3
Stonehearth Capital Management, LLC 3
Signal Advisors Wealth, LLC 3
Mint Tower Capital Management B.V. 3
Pointe Capital Management LLC 3
FolioMetrix LLC 3
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 3
Industrial Alliance Investment Management Inc. 3
Argent Trust Co 3
Catamount Wealth Management 3
Credential Securities Inc. 3
Credential Qtrade Securities Inc. 3
WealthPlan Investment Management, LLC 3
RMG Wealth Management LLC 3
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 3
Southport Management, L.l.c. 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 3
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 3
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3
Great Valley Advisor Group, Inc. 3
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 3
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 3
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 3
Piper Jaffray Companies 3
US Asset Management LLC 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 3
Oracle Alpha Inc. 3
Sumit Capital, Llc 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
Waldron Private Wealth LLC 3
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 3
My Personal CFO, LLC 3
Vermillion & White Wealth Management Group, LLC 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 3
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
Garde Capital, Inc. 3
WCG Wealth Advisors LLC 3
180 Wealth Advisors, Llc 3
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 3
BlackRock Capital Allocation Trust 3
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 3
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 3
Columbia Asset Management 3
Wealth High Governance Capital Ltda 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 3
Alphasimplex Group, Llc 3
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 3
Zhang Financial LLC 3
Reinhart Partners, Inc. 3
Requisite Capital Management, LLC 3
Julex Capital Management, Llc 3
WealthStone, Inc. 3
denkapparat Operations GmbH 3
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 3
Confluence Investment Management Llc 3
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 3
Montag & Caldwell, Llc 3
Principia Wealth Advisory, LLC 3
Investors Asset Management Of Georgia Inc /ga/ /adv 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
Alpine Total Dynamic Dividend Fund 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
Abn Amro Investment Solutions 3
Savvy Advisors, Inc. 3
Farmers & Merchants Trust Co of Long Beach 3
Hoplite Capital Management, L.p. 3
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 3
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 3
Roumell Asset Management, LLC 3
Steinberg Global Asset Management 3
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 3
FourThought Financial Partners, LLC 3
J.P. Turner & Co Capital Mnagement, LLC 3
Heartwood Wealth Advisors LLC 3
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 3
Harber Asset Management Llc 3
First American Bank 3
Winnow Wealth Llc 3
Innovis Asset Management Llc 3
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 3
EOPS - Emles Trust - Emles Alpha Opportunities ETF 3
OneAscent Financial Services LLC 3
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 3
Clear Creek Financial Management, LLC 3
Keudell/Morrison Wealth Management 3
Seneschal Advisors, LLC 3
Gargoyle Investment Advisor L.L.C. 3
SDITX - BNY Mellon Investment Funds I - BNY Mellon Tax Sensitive Total Return Bond Fund Class I 3
First United Bank Trust/ 3
Burk Holdings LLC 3
Mill Creek Capital Advisors, LLC 3
Blackrock Municipal 2030 Target Term Trust 3
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 3
Compass Wealth Management LLC 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
Richard W. Paul & Associates, LLC 3
Birinyi Associates Inc 3
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 3
Investment Centers Of America Inc 3
Ascent Wealth Partners, LLC 3
Evergreen Private Wealth LLC 3
Laurel Wealth Advisors, Inc. 3
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 3
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 3
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 3
SkyBridge Capital II, LLC 3
Himco Variable Insurance Trust 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
IMS Capital Management 3
Glass Jacobson Investment Advisors llc 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
WHV Investments, Inc. 3
Principle Wealth Partners Llc 3
Reyes Financial Architecture, Inc. 3
TrinityPoint Wealth, LLC 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
Kovitz Investment Group, LLC 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
Coston, McIsaac & Partners 3
Principled Equity Market Fund 3
Stratos Wealth Advisors, LLC 3
Paradigm Financial Partners, Llc 3
Elm Ridge Management, LLC 3
Baker Ellis Asset Management LLC 3
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 3
Insight Wealth Strategies, LLC 3
VMAX - Lattice Strategies Trust - Hartford US Value ETF 3
Provenance Wealth Advisors, LLC 3
Quest 10 Wealth Builders, Inc. 3
BlackRock ESG Capital Allocation Trust 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
Integrated Advisors Network LLC 3
American Fidelity Dual Strategy Fund Inc 3
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 3
Radnor Capital Management, LLC 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
American Financial Group Inc 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 3
Bienville Capital Management, LLC 3
Accel Wealth Management 3
City State Bank 3
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 3
Western Asset Global High Income Fund Inc. 3
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 3
Pinnacle Family Advisors, LLC 3
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 3
Wakefield Alternative Series Trust 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 3
Inr Advisory Services Llc 3
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 3
Ilmarinen Mutual Pension Insurance Co 3
Beck Bode, LLC 3
Punch & Associates Investment Management, Inc. 3
Duquesne Family Office LLC 3
Costello Asset Management, INC 3
Schooner Investment Group, LLC. 3
MASTERINVEST Kapitalanlage GmbH 3
Pekin Hardy Strauss, Inc. 3
Khrom Capital Management Llc 3
Everett Harris & Co /ca/ 3
Cypress Capital Management Llc 3
Raab & Moskowitz Asset Management LLC 3
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 3
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 3
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 3
Summit Financial, LLC 3
Lucia Wealth Services, Llc 3
Oak Asset Management, LLC 3
Diversified Investment Strategies, LLC 3
Old North State Trust, LLC 3
Congress Park Capital LLC 3
BancorpSouth Inc 3
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 3
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
Zions Trust, National Association 3
Delos Wealth Advisors, LLC 3
Lourd Capital, LLC 3
Reliant Investment Management, LLC 3
Penobscot Investment Management Company, Inc. 3
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 3
Triad Investment Management 3
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 3
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 3
Legacy Capital Group California, Inc. 3
J. Safra Sarasin Holding AG 3
Harfst & Associates, Inc. 3
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 3
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
Total Clarity Wealth Management, Inc. 3
Grandview Asset Management LLC 3
Wealthgarden F.s. Llc 3
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 3
Firefly Value Partners, LP 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund 3
Eaton Vance Tax-managed Buy-write Opportunities Fund 3
Coyle Financial Counsel LLC 3
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 3
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 3
Linscomb & Williams, Inc. 3
Gray Financial Group /ga /adv /adv 3
Godsey & Gibb Associates 3
CWAIX - FIRST TRUST SERIES FUND - First Trust Managed Municipal Fund Class I 3
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 3
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 3
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 3
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 3
Bank Of The West 3
Corvex Management LP 3
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 3
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
Spinnaker Trust 3
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 3
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 3
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 3
Murchinson Ltd. 3
Bellwether Investment Group, LLC 3
PFG Private Wealth Management, LLC 3
Smart Portfolios, LLC 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
Condor Capital Management 3
MFSMX - MFS MUNICIPAL SERIES TRUST - MFS Maryland Municipal Bond Fund A 3
Dudley & Shanley, Inc. 3
Grey Fox Wealth Advisors, LLC 3
Cohen Klingenstein LLC 3
MMGAX - MFS MUNICIPAL SERIES TRUST - MFS Georgia Municipal Bond Fund A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
Ascent Group, LLC 3
Badgley Phelps Wealth Managers, LLC 3
Longaeva Partners L.P. 3
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 3
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 3
Lavaca Capital Llc 3
Rainier Group Investment Advisory LLC 3
Cooper Financial Group 3
MFSCX - MFS MUNICIPAL SERIES TRUST - MFS South Carolina Municipal Bond Fund A 3
Elyxium Wealth, LLC 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 3
Hara Capital LLC 3
Fairman Group, LLC 3
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 3
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
Regent Investment Management LLC 3
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 3
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 3
Second Nature Series Trust 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
STXM - EA Series Trust - Strive Mid-Cap ETF 3
Forsta Ap-fonden 3
Mcclain Value Management Llc 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
HMS Capital Management, LLC 3
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 3
LG Capital Management, LP 3
Virginia National Bank 3
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 3
Cannell Capital Llc 3
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 3
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 3
D. E. Shaw & Co, L.p. 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
Impax Asset Management Group plc 3
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 3
J. W. Coons Advisors, LLC 3
AIA Investment Management Private Ltd 3
Amplify ETF Trust - Amplify AI Powered Equity ETF 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
AIA Group Ltd 3
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 3
Madison Investment Holdings Inc 3
Agf Management Ltd 3
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 3
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 3
Heritage Wealth Advisors 3
Wood Tarver Financial Group, LLC 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
Mowery & Schoenfeld Wealth Management, LLC 3
Atlantic Edge Private Wealth Management, LLC 3
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 3
Midas Management Corp 3
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 3
Haber Trilix Advisors, Lp 3
Western Asset Global Corporate Defined Opportunity Fund Inc. 3
Pioneer Municipal High Income Opportunities Fund, Inc. 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 3
SPX Equities Gestao de Recursos Ltda 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 3
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 3
PenderFund Capital Management Ltd. 3
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 3
Jnl Series Trust - Jnl/s&p Intrinsic Value Fund (a) 3
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 3
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 3
Bank of New Hampshire 3
Tevis Investment Management 3
Noked Capital LTD 3
Cetera Trust Company, N.A 3
Boys Arnold & Co Inc 3
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 3
Stablepoint Partners, LLC 3
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 3
Coastal Bridge Advisors, LLC 3
Naples Money Management LLC 3
EdgeRock Capital LLC 3
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Kent Lake PR LLC 3
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 3
Tidemark, LLC 3
Gdl Fund 3
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 3
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 3
Old Point Trust & Financial Services N A 3
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 3
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 3
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 3
Autumn Glory Partners, LLC 3
Monte Financial Group, LLC 3
QTR Family Wealth, LLC 3
Accident Compensation Corp 3
Jnl Series Trust - Jnl/crescent High Income Fund (a) 3
Custom Index Systems, Llc 3
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 3
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 3
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 3
Mill Road Capital Management LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 3
Cidel Asset Management Inc 3
Atticus Wealth Management, Llc 3
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 3
Goodwin Investment Advisory 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 3
British Airways Pensions Investment Management Ltd 3
Comprehensive Financial Consultants Institutional, Inc. 3
Maple Rock Capital Partners Inc. 3
Buckingham Strategic Wealth, Llc 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
Fayez Sarofim & Co 3
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
Kamunting Street Capital Management, L.P. 3
Barrett Asset Management, LLC 3
Whalerock Point Partners, Llc 3
LeClair Wealth Partners LLC 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 3
Lonestar Capital Management LLC 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Legacy Wealth Managment, LLC/ID 3
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 3
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 3
PIMCO Dynamic Income Opportunities Fund 3
Advanced Investment Partners, LLC 3
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 3
Aventura Private Wealth, LLC 3
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
Kestrel Investment Management Corp 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 3
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 3
Trust Point Inc. 3
ICA Group Wealth Management, LLC 3
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 3
JDM Financial Group LLC 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 3
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 3
Park National Corp /oh/ 3
BlackRock Private Investments Fund 3
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 3
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 3
Daruma Capital Management Llc 3
MJT & Associates Financial Advisory Group, Inc. 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
Cabot Wealth Management Inc 3
Gill Capital Partners, Llc 3
Modern Wealth Management, LLC 3
Physicians Financial Services, Inc. 3
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 3
Anson Funds Management LP 3
Premier Path Wealth Partners, LLC 3
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 3
Broadview Advisors Llc 3
Robinhood Asset Management, LLC 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
Palladium Partners Llc 3
Mechanics Bank Trust Department 3
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 3
Equitable Trust Co 3
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 3
Northside Capital Management, LLC 3
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 3
Breakwater Investment Management 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
Delta Global Management LP 3
Hengehold Capital Management Llc 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 3
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 3
Stonnington Group, Llc 3
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 3
Dreyfus Municipal Income Inc 3
CSM Advisors, LLC 3
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 3
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 3
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 3
PSTEX - Managed Portfolio Series - Principal Street Short Term Municipal Fund Investor Class 3
Evermay Wealth Management Llc 3
Cpwm, Llc 3
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 3
Westport Advisers Llc 3
Israel Discount Bank Of New York /gfn 3
Tectonic Advisors Llc 3
Campbell Newman Asset Management Inc 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
Bragg Financial Advisors, Inc 3
Iridian Asset Management Llc/ct 3
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 3
Thrax Management, LLC 3
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
Engrave Wealth Partners LLC 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 3
Trivant Custom Portfolio Group, LLC 3
PENN SERIES FUNDS INC - Mid Cap Growth Fund 3
Lowe Wealth Advisors, LLC 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
Nfj Investment Group, Llc 3
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 3
Veritas Investment Management LLP 3
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 3
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3
Cox Capital Mgt LLC 3
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 3
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 3
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3
Smith, Salley & Associates 3
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 3
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 3
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 3
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 3
Motley Fool Asset Management LLC 3
Fort Pitt Capital Group, Llc 3
Small Cap Value Fund, Inc. 3
Scopia Capital Management Lp 3
Dreyfus Municipal Bond Infrastructure Fund, Inc. 3
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 3
Koss-Olinger Consulting, LLC 3
Choate Investment Advisors 3
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 3
Bradley Foster & Sargent Inc/ct 3
NewEdge Wealth, LLC 3
ACVF - ETF Opportunities Trust - American Conservative Values ETF 3
PFA Pension, Forsikringsaktieselskab 3
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 3
LifePlan Financial Group, Inc 3
Schafer Cullen Capital Management Inc 3
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 3
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 3
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 3
Romano Brothers And Company 3
PFS Partners, LLC 3
Cercano Management LLC 3
Goldman Sachs Asset Management, L.p. 3
Supplemental Annuity Collective Trust of NJ 3
GSB Wealth Management, LLC 3
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 3
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 3
Verde Servicos Internacionais S.A. 3
Opera Trading Capital 3
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 3