Restaurants, Dining, and Eating Places - Largest Owners in this Industry

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

Investor Number of Known Investments
UBS Group AG 87
Morgan Stanley 87
Bank Of America Corp /de/ 85
Vanguard Group Inc 83
Wells Fargo & Company/mn 82
Tower Research Capital LLC (TRC) 80
Geode Capital Management, Llc 80
Royal Bank Of Canada 80
Proequities, Inc. 80
Citadel Advisors Llc 78
Citigroup Inc 78
Jpmorgan Chase & Co 78
Millennium Management Llc 77
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 77
Susquehanna International Group, Llp 77
Renaissance Technologies Llc 76
Barclays Plc 76
Goldman Sachs Group Inc 76
Deutsche Bank Ag\ 75
BlackRock, Inc. 74
Northern Trust Corp 73
State Street Corp 71
Bank of New York Mellon Corp 70
Fmr Llc 69
Bnp Paribas Arbitrage, Sa 68
Jane Street Group, Llc 65
Bank Of Montreal /can/ 65
American International Group, Inc. 65
Invesco Ltd. 64
Dimensional Fund Advisors Lp 64
D. E. Shaw & Co., Inc. 64
Us Bancorp \de\ 64
Pnc Financial Services Group, Inc. 64
New York State Common Retirement Fund 64
Credit Suisse Ag/ 63
Manufacturers Life Insurance Company, The 63
Prelude Capital Management, Llc 63
Two Sigma Investments, Lp 62
California State Teachers Retirement System 62
Charles Schwab Investment Management Inc 62
Acadian Asset Management Llc 62
Aqr Capital Management Llc 61
IFP Advisors, Inc 61
Russell Investments Group, Ltd. 61
Ameriprise Financial Inc 60
Group One Trading, L.p. 60
BlackRock Investment Management, LLC 60
SG Americas Securities, LLC 60
BlackRock Fund Advisors 60
Two Sigma Advisers, Lp 60
Northwestern Mutual Wealth Management Co 59
Panagora Asset Management Inc 59
Bridgeway Capital Management Inc 58
Virtu Financial LLC 58
Gsa Capital Partners Llp 58
Legal & General Group Plc 58
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 58
BlackRock Institutional Trust Company, N.A. 57
Cubist Systematic Strategies, LLC 57
California Public Employees Retirement System 57
PDT Partners, LLC 57
Rhumbline Advisers 57
Marshall Wace, Llp 57
Creative Planning 57
Simplex Trading, Llc 57
Alliancebernstein L.p. 57
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 56
BlackRock Advisors LLC 56
Squarepoint Ops LLC 56
Advisor Group Holdings, Inc. 56
Parametric Portfolio Associates Llc 56
Macquarie Group Ltd 56
Wolverine Trading, Llc 55
Walleye Trading LLC 55
Ubs Asset Management Americas Inc 55
Sei Investments Co 55
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 55
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 55
Victory Capital Management Inc 54
Cutler Group LP 54
Nuveen Asset Management, LLC 53
Parallax Volatility Advisers, L.P. 53
Tiaa Cref Investment Management Llc 53
Teachers Advisors, Llc 53
Arrowstreet Capital, Limited Partnership 53
Raymond James & Associates 53
Ladenburg Thalmann Financial Services Inc 53
Price T Rowe Associates Inc /md/ 53
Wellington Management Group Llp 53
Nationwide Fund Advisors 53
Ameritas Investment Partners, Inc. 52
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 52
Kcg Holdings, Inc. 52
Russell Frank Co/ 52
Bessemer Group Inc 52
Jefferies Group LLC 52
Paloma Partners Management Co 52
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 52
Trexquant Investment LP 52
O'shaughnessy Asset Management, Llc 52
Metropolitan Life Insurance Co/ny 52
Dynamic Technology Lab Private Ltd 52
Norges Bank 51
Balyasny Asset Management Llc 51
Boothbay Fund Management, Llc 51
Ubs Ag 51
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 51
Tudor Investment Corp Et Al 51
Wolverine Asset Management Llc 50
Cwm, Llc 50
Envestnet Asset Management Inc 50
Strs Ohio 50
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 50
Landscape Capital Management, L.l.c. 50
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 50
American Century Companies Inc 50
BlackRock Group LTD 50
Prudential Financial Inc 50
Voya Investment Management Llc 49
Advisory Services Network, LLC 49
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 49
PEAK6 Investments, L.P. 49
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 49
Schonfeld Strategic Advisors LLC 49
Comerica Bank 49
Swiss National Bank 49
Point72 Asset Management, L.P. 49
Oxford Asset Management Llp 49
Hrt Financial Lp 49
Federated Hermes, Inc. 49
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 49
A.R.T. Advisors, LLC 48
Stifel Financial Corp 48
Engineers Gate Manager LP 48
Driehaus Capital Management Llc 48
Verition Fund Management LLC 48
First Trust Advisors Lp 48
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 48
Huntington National Bank 48
Quantbot Technologies LP 48
Fifth Third Bancorp 48
Hsbc Holdings Plc 47
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 47
Meeder Asset Management Inc 46
Neuberger Berman Group LLC 46
Thrivent Financial For Lutherans 46
Nomura Holdings Inc 46
Captrust Financial Advisors 46
Allianz Asset Management GmbH 46
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 46
Quadrant Capital Group Llc 45
Vanguard Capital Management Llc 45
Zurcher Kantonalbank (Zurich Cantonalbank) 45
Ancora Advisors, LLC 45
Fuller & Thaler Asset Management, Inc. 45
Highbridge Capital Management Llc 45
XTX Topco Ltd 45
Advisor Group, Inc. 45
Magnetar Financial LLC 45
Walleye Capital LLC 45
Amalgamated Bank 45
State Board Of Administration Of Florida Retirement System 45
Sterling Capital Management LLC 45
Teacher Retirement System Of Texas 45
Jacobs Levy Equity Management, Inc 45
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 45
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 45
Los Angeles Capital Management Llc 45
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 45
LPL Financial LLC 45
Franklin Resources Inc 44
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 44
EAM Investors, LLC 44
MetLife Investment Management, LLC 44
Quadrature Capital Ltd 44
Tfs Capital Llc 44
Nisa Investment Advisors, Llc 44
Man Group plc 44
Two Sigma Securities, Llc 44
Acrospire Investment Management LLC 44
Guggenheim Capital Llc 44
Polar Asset Management Partners Inc. 43
Pacer Advisors, Inc. 43
Menta Capital Llc 43
Principal Financial Group Inc 43
Connor, Clark & Lunn Investment Management Ltd. 43
Qube Research & Technologies Ltd 43
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 43
Point72 Hong Kong Ltd 43
Great West Life Assurance Co /can/ 43
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 43
Parallel Advisors, LLC 43
Martingale Asset Management L P 43
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 43
Ellington Management Group Llc 43
State Of Wisconsin Investment Board 43
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 42
Spark Investment Management LLC 42
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 42
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 42
Laurion Capital Management LP 42
MetLife Securities, Inc 42
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 42
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 42
Parkside Financial Bank & Trust 42
Public Employees Retirement System Of Ohio 42
Signaturefd, Llc 42
Emerald Acquisition Ltd. 42
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 42
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 42
Allworth Financial LP 41
Lazard Asset Management Llc 41
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 41
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 41
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 41
Spot Trading L.L.C 41
ProShare Advisors LLC 41
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 41
Lord, Abbett & Co. Llc 41
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 40
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 40
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 40
Raymond James Financial Inc 40
ExodusPoint Capital Management, LP 40
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 40
Numeric Investors Llc 40
Algert Global Llc 40
RidgeWorth Capital Management LLC 40
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 40
Aperio Group, LLC 40
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 40
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 40
Axa S.a. 39
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 39
Piedmont Investment Advisors Llc 39
Putnam Investments Llc 39
Clear Street Markets Llc 39
Canada Pension Plan Investment Board 39
Managed Account Advisors Llc 39
Glenmede Trust Co Na 39
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 39
IWV - iSHARES TRUST - iShares Russell 3000 ETF 39
Stevens Capital Management Lp 39
Jones Financial Companies Lllp 39
FNY Investment Advisers, LLC 39
Marshall Wace North America L.P. 39
Penserra Capital Management LLC 39
Royce & Associates Lp 39
Versant Capital Management, Inc 38
Assetmark, Inc 38
New York State Teachers Retirement System 38
Vanguard Fiduciary Trust Co 38
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 38
BlueCrest Capital Management Ltd 38
PEAK6 Investments LLC 38
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 38
Bayesian Capital Management, LP 38
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 38
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 38
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 38
MUFG Americas Holdings Corp 38
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 38
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 38
Winton Capital Group Ltd 38
EverSource Wealth Advisors, LLC 38
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 38
Lombard Odier Asset Management (USA) Corp 38
Allspring Global Investments Holdings, LLC 38
HighTower Advisors, LLC 38
Jump Financial, LLC 38
Rockefeller Capital Management L.P. 37
Alpine Global Management, LLC 37
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 37
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 37
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 37
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 37
Gotham Asset Management, LLC 37
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 37
BlackRock Japan Co. Ltd 37
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 37
Oppenheimer Asset Management Inc. 37
Raymond James Financial Services Advisors, Inc. 37
Capstone Investment Advisors, Llc 36
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 36
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 36
Cornerstone Capital Management Holdings Llc. 36
Hudson Bay Capital Management LP 36
Farther Finance Advisors, LLC 36
Stratos Wealth Partners, LTD. 36
First Horizon Advisors, Inc. 36
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 36
Massmutual Trust Co Fsb/adv 36
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 36
AdvisorShares Investments LLC 36
J. Goldman & Co LP 36
Oppenheimer Funds Inc 36
Municipal Employees' Retirement System of Michigan 36
College Retirement Equities Fund 36
Hutchin Hill Capital, LP 36
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 36
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 36
Janney Montgomery Scott LLC 36
Teachers Retirement System Of The State Of Kentucky 36
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 36
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 36
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 36
State of Wyoming 36
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 36
ClariVest Asset Management LLC 36
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 36
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 36
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 36
Kennedy Capital Management, Inc. 36
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 35
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 35
Steward Partners Investment Advisory, Llc 35
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 35
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 35
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 35
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 35
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 35
Arizona State Retirement System 35
Principal Funds Inc 35
Capital Fund Management S.a. 35
Wealthspire Advisors, L.P. 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 35
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 35
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 35
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 35
Voloridge Investment Management, Llc 35
Covestor Ltd 35
Cadence Capital Management Llc 35
SBI Securities Co., Ltd. 35
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 35
Nuveen, LLC 35
Hbk Investments L P 35
Harbour Investments, Inc. 35
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 35
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 35
EATZ - AdvisorShares Trust - AdvisorShares Restaurant ETF 35
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 35
Quarry LP 35
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 35
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 35
Airain ltd 35
State of Tennessee, Treasury Department 35
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 35
Occudo Quantitative Strategies Lp 35
Y-Intercept (Hong Kong) Ltd 35
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 35
NEXT Financial Group, Inc 34
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 34
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 34
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 34
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 34
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 34
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 34
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 34
IWM - iSHARES TRUST - iShares Russell 2000 ETF 34
Centiva Capital, LP 34
NOSGX - Northern Funds - Northern Small Cap Value Fund 34
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 34
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 34
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 34
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 34
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 34
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 34
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 34
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 34
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 34
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 34
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 34
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 34
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 34
NSIDX - Northern Funds - Northern Small Cap Index Fund 34
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 34
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 34
SRS Capital Advisors, Inc. 34
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 34
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 34
VCSLX - VALIC Co I - Small Cap Index Fund 34
Ubs Oconnor Llc 34
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 34
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 34
CIBC Private Wealth Group, LLC 34
GAMMA Investing LLC 34
Ground Swell Capital, LLC 34
HAP Trading, LLC 34
GWM Advisors LLC 34
Mackay Shields Llc 34
Janus Henderson Group Plc 34
LMR Partners LLP 34
Alberta Investment Management Corp 34
Campbell & CO Investment Adviser LLC 34
Amalgamated Financial Corp. 34
AHL Partners LLP 33
Caitong International Asset Management Co., Ltd 33
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 33
Davidson Kempner Capital Management Lp 33
Capital Advisors, Ltd. LLC 33
First Manhattan Co 33
Nine Chapters Capital Management LLC 33
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 33
Glassman Wealth Services 33
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 33
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 33
Guggenheim Active Allocation Fund 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 33
Manatuck Hill Partners, LLC 33
PENN SERIES FUNDS INC - Small Cap Index Fund 33
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 33
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 33
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 33
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 33
Ergoteles LLC 33
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 33
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 33
Caption Management, LLC 33
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 33
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 33
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 33
Mason Street Advisors, Llc 33
Aquatic Capital Management LLC 33
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 33
TCI Wealth Advisors, Inc. 33
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 33
M&t Bank Corp 33
Calamos Advisors LLC 33
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 33
Zacks Investment Management 33
Public Employees Retirement Association Of Colorado 33
BNP Paribas Asset Management Holding S.A. 33
Suntrust Banks Inc 33
Weiss Multi-Strategy Advisers LLC 33
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 33
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 33
Rothschild Investment Llc 32
Scopus Asset Management, L.p. 32
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 32
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 32
Blair William & Co/il 32
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 32
Larson Financial Group LLC 32
First Mercantile Trust Co 32
State of Alaska, Department of Revenue 32
FNY Managed Accounts LLC 32
Oppenheimer & Co Inc 32
Brevan Howard Capital Management LP 32
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 32
Princeton Alpha Management LP 32
Asset Management One Co., Ltd. 32
Quantamental Technologies LLC 32
OMERS ADMINISTRATION Corp 32
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 32
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 32
Public Sector Pension Investment Board 32
Alambic Investment Management, L.P. 32
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 32
Toronto Dominion Bank 32
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 32
Assenagon Asset Management S.A. 32
D.a. Davidson & Co. 32
Global Retirement Partners, LLC 32
Optiver Holding B.V. 32
Vanguard Index Funds 32
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 31
Truist Financial Corp 31
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 31
Stephens Inc /ar/ 31
Vanguard Global Advisers, LLC 31
Essential Partners LLC 31
IWC - iSHARES TRUST - iShares Micro-Cap ETF 31
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 31
Private Advisor Group, LLC 31
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 31
FineMark National Bank & Trust 31
Virginia Retirement Systems Et Al 31
Schroder Investment Management Group 31
SECOR Capital Advisors, LP 31
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 31
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 31
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 31
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 31
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 31
Profunds - Profund Vp Small-cap 31
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 31
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 31
Dark Forest Capital Management Lp 31
PineBridge Investments, L.P. 31
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 31
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 31
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 31
Susquehanna Fundamental Investments, Llc 31
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 31
Brown Brothers Harriman & Co 31
Nicholas Investment Partners, LP 31
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 31
AMP Capital Investors Ltd 31
SLPIX - Profunds - Small-cap Profund Investor Class 31
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 31
True Wealth Design, LLC 31
Profunds - Profund Vp Ultrasmall-cap 31
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 31
Corebridge Financial, Inc. 31
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 31
Boston Partners 31
NumerixS Investment Technologies Inc 31
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 31
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 31
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 31
Fox Run Management, L.l.c. 31
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 31
Maverick Capital Ltd 31
Castleark Management Llc 31
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 31
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 31
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 31
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 31
Deere & Co 30
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 30
Texas Permanent School Fund 30
Assured Investment Management LLC 30
Coatue Management Llc 30
Louisiana State Employees Retirement System 30
Lindbrook Capital, Llc 30
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 30
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 30
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 30
Police & Firemen's Retirement System of New Jersey 30
Mutual Of America Capital Management Llc 30
Mariner, LLC 30
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 30
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 30
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 30
MAI Capital Management 30
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 30
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 30
Alps Advisors Inc 30
Sonora Investment Management, LLC 30
LS Investment Advisors, LLC 30
Sunbelt Securities, Inc. 30
Thompson Siegel & Walmsley Llc 30
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 30
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 30
Private Trust Co Na 30
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 30
Td Asset Management Inc 30
Hancock Whitney Corp 30
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 30
Quest Partners LLC 30
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 30
Hartland & Co., LLC 30
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 30
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 30
Employees Retirement System of Texas 30
Aigen Investment Management, Lp 29
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 29
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 29
Capstone Asset Management Co 29
Vanguard Portfolio Management Llc 29
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 29
KBC Group NV 29
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 29
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 29
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 29
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 29
Credit Agricole S A 29
Cambridge Investment Research Advisors, Inc. 29
Riverhead Capital Management Llc 29
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 29
Graham Capital Management, L.P. 29
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 29
QS Investors, LLC 29
Armistice Capital, Llc 29
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 29
Point72 Asia (Singapore) Pte. Ltd. 29
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 29
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 29
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 29
Massachusetts Financial Services Co /ma/ 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 29
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 29
Stone Ridge Asset Management LLC 29
Jefferies Financial Group Inc. 29
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 29
DekaBank Deutsche Girozentrale 29
C M Bidwell & Associates Ltd 29
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 29
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 29
Benjamin F. Edwards & Company, Inc. 29
Quantitative Systematic Strategies LLC 29
Manchester Capital Management LLC 29
Quantinno Capital Management LP 28
Diversified Trust Co 28
Northern Trust Co Of Connecticut 28
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 28
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 28
Healthcare Of Ontario Pension Plan Trust Fund 28
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 28
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 28
American Portfolios Advisors 28
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 28
AdvisorNet Financial, Inc 28
Alyeska Investment Group, L.P. 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 28
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 28
Point72 Middle East FZE 28
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 28
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 28
Brown Advisory Inc 28
Oregon Public Employees Retirement Fund 28
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 28
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 28
Ellevest, Inc. 28
Eaton Vance Management 28
Tiaa-cref Funds 28
Federation des caisses Desjardins du Quebec 28
Tfs Capital Investment Trust 28
Atom Investors LP 28
Cornerstone Advisors, Inc. 28
United Services Automobile Association 28
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 28
Intech Investment Management Llc 28
Petrus Trust Company, LTA 28
Smartleaf Asset Management LLC 28
Waddell & Reed Financial Inc 28
Ronald Blue Trust, Inc. 28
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 28
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 28
Fred Alger Management, Llc 28
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 28
VDAFX - VALIC Co I - Dynamic Allocation Fund 28
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 28
EntryPoint Capital, LLC 28
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 27
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 27
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 27
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 27
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 27
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 27
North Star Investment Management Corp. 27
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 27
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 27
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 27
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 27
Teza Capital Management LLC 27
SAC Capital Advisors LP 27
VTL Associates, LLC 27
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 27
EverPoint Asset Management, LLC 27
FIL Ltd 27
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 27
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 27
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 27
Skopos Labs, Inc. 27
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 27
Catalyst Capital Advisors LLC 27
Dupont Capital Management Corp 27
Turner Investments, L.p. 27
Mirae Asset Global Investments Co., Ltd. 27
CENTRAL TRUST Co 27
Paradigm Asset Management Co Llc 27
FORA Capital, LLC 27
Seven Eight Capital, Lp 27
Stoneridge Investment Partners Llc 27
Caxton Associates Lp 27
Ensign Peak Advisors, Inc 27
Pinnacle Wealth Planning Services, Inc. 27
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 27
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 27
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 27
Eagle Asset Management Inc 27
National Asset Management, Inc. 27
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 27
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 27
Nordea Investment Management Ab 27
Plante Moran Financial Advisors, LLC 27
Gemmer Asset Management LLC 27
Profund Advisors Llc 27
Globeflex Capital L P 27
Financial Architects, Inc 27
Amundi 26
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 26
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 26
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 26
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 26
Ajo, Lp 26
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 26
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 26
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 26
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 26
State Farm Mutual Fund Trust 26
First Quadrant L P/ca 26
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 26
Gradient Investments LLC 26
Gabelli Funds Llc 26
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 26
TD Waterhouse Canada Inc. 26
Coldstream Capital Management Inc 26
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 26
Lsv Asset Management 26
Baird Financial Group, Inc. 26
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 26
Yousif Capital Management, Llc 26
Thompson Davis & Co., Inc. 26
Blueshift Asset Management, LLC 26
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 26
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 26
Css Llc/il 26
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 26
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 26
Loomis Sayles & Co L P 26
Nebula Research & Development LLC 26
Natixis 26
Belpointe Asset Management LLC 26
Summit Global Investments 26
Advisors Asset Management, Inc. 26
CoreCap Advisors, LLC 26
Mackenzie Financial Corp 26
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 26
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 26
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 26
Vantagepoint Funds 26
Geneos Wealth Management Inc. 26
Gamco Investors, Inc. Et Al 26
Summit Trail Advisors, Llc 26
Jennison Associates Llc 26
Picton Mahoney Asset Management 26
State Farm Variable Product Trust 26
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 26
Diametric Capital, LP 26
K2 Principal Fund, L.p. 26
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 26
National Bank Of Canada /fi/ 25
Karp Capital Management Corp 25
NSGRX - Northern Funds - Northern Small Cap Core Fund 25
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 25
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 25
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 25
Clinton Group Inc 25
Farmers & Merchants Investments Inc 25
FLDFX - Meeder Funds - BALANCED FUND Retail Class 25
Hanseatic Management Services Inc 25
Interval Partners, LP 25
Commonwealth Equity Services, Llc 25
CIBC World Markets Inc. 25
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 25
Axq Capital, Lp 25
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 25
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 25
PENN SERIES FUNDS INC - International Equity Fund 25
Advanced Series Trust - Ast Small-cap Growth Portfolio 25
Cresset Asset Management, LLC 25
Clearbridge Investments, LLC 25
Whitebox Advisors Llc 25
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 25
Cullen/frost Bankers, Inc. 25
Cetera Advisor Networks LLC 25
USA Financial Portformulas Corp 25
CI Private Wealth, LLC 25
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 25
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 25
Visium Asset Management, LP 25
Bridgefront Capital, LLC 25
Convergence Investment Partners, LLC 25
Cerity Partners LLC 25
Wealthspire Advisors, LLC 25
Cetera Advisors LLC 25
Cetera Investment Advisers 25
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 25
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 25
Valeo Financial Advisors, LLC 25
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 25
Daiwa Securities Group Inc. 25
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 25
Twinbeech Capital Lp 25
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 25
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 25
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 25
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 25
Synovus Financial Corp 25
Waratah Capital Advisors Ltd. 25
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 25
Sculptor Capital LP 25
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 25
Vanguard World Fund 25
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 25
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 25
Maplelane Capital, Llc 25
Bogle Investment Management L P /de/ 25
Versor Investments LP 25
Sowell Financial Services LLC 24
Lisanti Capital Growth, LLC 24
Vident Investment Advisory, LLC 24
Water Island Capital Llc 24
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 24
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 24
GAM Holding AG 24
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 24
Hillsdale Investment Management Inc. 24
Analytic Investors, LLC 24
Mirabella Financial Services Llp 24
Woodline Partners LP 24
Tocqueville Asset Management L.p. 24
Crossmark Global Holdings, Inc. 24
Smithfield Trust Co 24
Orion Portfolio Solutions, LLC 24
Bell Investment Advisors, Inc 24
Nomura Asset Management Co Ltd 24
Mason Street Advisors, Llc 24
Headlands Technologies LLC 24
Financial Management Professionals, Inc. 24
Absolute Return Capital, LLC 24
Empowered Funds, LLC 24
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 24
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 24
Bank Of Nova Scotia 24
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 24
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 24
BNP Paribas Investment Partners S.A. 24
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 24
Regions Financial Corp 24
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 24
Jane Street Holding, LLC 24
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 24
Integral Derivatives, LLC 24
Private Capital Group, LLC 24
AE Wealth Management LLC 24
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 24
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 24
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 24
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 24
Sawtooth Solutions, LLC 24
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 24
Melvin Capital Management LP 24
Shellback Capital, LP 24
IMC-Chicago, LLC 24
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 24
Weld Capital Management Llc 24
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 24
Hodges Capital Management Inc. 23
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 23
Shay Capital LLC 23
SG3 Management, LLC 23
Old Mutual Customised Solutions (proprietary) Ltd 23
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 23
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 23
Sherbrooke Park Advisers Llc 23
Spire Wealth Management 23
Peak6 Llc 23
Chicago Equity Partners Llc 23
RSSL - Global X Funds - Global X Russell 2000 ETF 23
Whittier Trust Co 23
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 23
Catalyst Funds Management Pty Ltd 23
Brandywine Global Investment Management, LLC 23
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 23
Kornitzer Capital Management Inc /ks 23
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 23
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 23
Berman Capital Advisors, LLC 23
Oppenheimer Etf Trust 23
Holocene Advisors, LP 23
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 23
Advisory Research Inc 23
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 23
Gilder Gagnon Howe & Co Llc 23
Cibc World Markets Corp 23
Compagnie Lombard Odier SCmA 23
Quantitative Investment Management, LLC 23
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 23
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 23
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 23
Umb Bank N A/mo 23
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 23
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 23
Koch Industries Inc 23
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 23
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 23
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 23
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 23
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 23
Point72 (DIFC) Ltd 23
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 23
Universal- Beteiligungs- und Servicegesellschaft mbH 23
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 23
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 23
Segall Bryant & Hamill, Llc 23
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 23
Rice Hall James & Associates, Llc 23
Rydex Etf Trust 23
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 23
Vantage Consulting Group Inc 23
Sei Trust Co 23
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 23
Amundi Pioneer Asset Management Inc 23
Capital Performance Advisors Llp 23
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 22
nVerses Capital, LLC 22
DRW Securities, LLC 22
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 22
Bridgewater Associates, LP 22
Pathstone Holdings, LLC 22
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 22
Itau Unibanco Holding S.A. 22
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 22
Sciencast Management LP 22
Legato Capital Management LLC 22
Elkfork Partners LLC 22
Evoke Wealth, Llc 22
GV Financial Advisors 22
Principal Securities, Inc. 22
Natixis Advisors, L.p. 22
Invictus RG Pte. Ltd. 22
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 22
Palisade Capital Management Llc/nj 22
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 22
Cooper Creek Partners Management Llc 22
Bokf, Na 22
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 22
Independent Advisor Alliance 22
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 22
National Planning Corp 22
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 22
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 22
WFG Advisors, LP 22
Fortitude Family Office, LLC 22
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 22
Cipher Capital LP 22
Granite Investment Partners, LLC 22
FDx Advisors, Inc. 22
JNBA Financial Advisors 22
First Eagle Investment Management, LLC 22
Grantham, Mayo, Van Otterloo & Co. LLC 22
Ci Investments Inc. 22
Sutton Wealth Advisors Inc. 22
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 22
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 22
CenterStar Asset Management, LLC 22
State of New Jersey Common Pension Fund D 22
Keebeck Alpha, LP 22
Spot Trading L.l.c. 22
Westfield Capital Management Co Lp 22
Gts Securities Llc 22
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 22
Csenge Advisory Group 22
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 22
Chartwell Investment Partners, Llc 22
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 22
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 22
Shell Asset Management Co 22
Jfs Wealth Advisors, Llc 22
Rehmann Capital Advisory Group 22
Harvest Group Wealth Management, Llc 22
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 22
Levin Capital Strategies, L.p. 22
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 22
Sofos Investments, Inc. 22
Hussman Strategic Advisors, Inc. 22
Cornerstone Planning Group LLC 22
Denver Investment Advisors Llc 22
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 22
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 22
Money Concepts Capital Corp 22
Counterpoint Mutual Funds LLC 22
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 22
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 22
Weiss Asset Management LP 22
Keybank National Association/oh 22
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 22
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 22
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 22
Klp Kapitalforvaltning As 22
Harbor Capital Advisors, Inc. 22
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 22
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 22
Innealta Capital, Llc 22
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 22
Freestone Grove Partners LP 22
Stephens Consulting, LLC 22
Columbus Circle Investors 22
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 21
IndexIQ Advisors LLC 21
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 21
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 21
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 21
Carroll Financial Associates, Inc. 21
VANGUARD ASSET MANAGEMENT, Ltd 21
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 21
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 21
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 21
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 21
Element Capital Management Llc 21
Weiss Strategic Interval Fund 21
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 21
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 21
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 21
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 21
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 21
Venturi Wealth Management, LLC 21
Hantz Financial Services, Inc. 21
Pier Capital, LLC 21
Susquehanna Portfolio Strategies, LLC 21
Atria Investments Llc 21
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 21
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 21
Maryland State Retirement & Pension System 21
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 21
Wealth Enhancement Advisory Services, Llc 21
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 21
Coe Capital Management, LLC 21
Centaurus Financial, Inc. 21
William Blair Investment Management, Llc 21
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 21
Creative Financial Designs Inc /adv 21
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 21
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 21
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 21
1492 Capital Management LLC 21
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 21
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 21
1832 Asset Management L.P. 21
United Capital Financial Advisers, Llc 21
Wedge Capital Management L L P/nc 21
6 Meridian 21
Ameritas Investment Corp 21
Wedbush Securities Inc 21
Silvercrest Asset Management Group Llc 21
Fieldpoint Private Securities, LLC 21
Bryn Mawr Capital Management Inc 21
Exchange Traded Concepts, Llc 21
Pine River Capital Management L.P. 21
Vanguard Investments Australia, Ltd. 21
Toroso Investments, LLC 21
Six Circles Trust - Six Circles Global Bond Fund 21
Chimera Capital Management LLC 21
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 21
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 21
Proficio Capital Partners LLC 21
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 21
Irish Life Investment Managers Ltd. 21
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 21
Sanctuary Advisors, LLC 21
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 21
Reilly Financial Advisors, Llc 21
Next Century Growth Investors Llc 21
Moody National Bank Trust Division 21
Sandy Spring Bank 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 21
Enterprise Financial Services Corp 21
Bailard, Inc. 21
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 21
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 21
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 21
Flinton Capital Management LLC 21
Kestra Advisory Services, LLC 21
Mml Investors Services, Llc 21
Bartlett & Co. LLC 20
Tcwp Llc 20
North Fourth Asset Management, LP 20
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 20
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 20
Moore Capital Management, Lp 20
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 20
APG Asset Management N.V. 20
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 20
International Assets Investment Management, Llc 20
MASTER BOND LLC - Master Total Return Portfolio 20
Alphacrest Capital Management Llc 20
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 20
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 20
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 20
Root Financial Partners, LLC 20
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 20
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 20
Salem Investment Counselors Inc 20
Intrinsic Edge Capital Management LLC 20
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 20
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 20
Neuburgh Advisers LLC 20
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 20
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 20
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 20
Claymore Exchange-traded Fund Trust 20
First Hawaiian Bank 20
Prospera Financial Services Inc 20
CIBC Asset Management Inc 20
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 20
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 20
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 20
Tyers Asset Management LLC 20
We Are One Seven, LLC 20
Meadow Creek Investment Management LLC 20
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 20
Retirement Systems of Alabama 20
Fund 1 Investments, LLC 20
BRYN MAWR TRUST Co 20
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 20
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 20
Hartford Mutual Funds Inc/ct 20
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 20
Invictus RG 20
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 20
Aster Capital Management (DIFC) Ltd 20
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 20
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 20
ArrowMark Colorado Holdings LLC 20
Mount Yale Investment Advisors, LLC 20
Timber Hill LLC 20
Fiera Capital Corp 20
Private Wealth Management Group, LLC 20
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 20
Wall Street Associates 20
Janus Capital Management Llc 20
Keating Financial Advisory Services, Inc. 20
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 20
Skandinaviska Enskilda Banken AB (publ) 20
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 20
Harbor Investment Advisory, Llc 20
Scotia Capital Inc. 20
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 20
Ing Groep Nv 20
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 20
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 20
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 20
CenterStar Fund, LLC 20
Tyvor Capital LLC 20
Bamco Inc /ny/ 20
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 20
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF 20
Clearline Capital LP 20
SJS Investment Consulting Inc. 20
Hotchkis & Wiley Capital Management Llc 20
Jain Global LLC 20
First Republic Investment Management, Inc. 20
Transamerica Financial Advisors, Inc. 20
Commonwealth Bank Of Australia 20
Colony Group, LLC 20
Bogart Wealth, LLC 20
EBI - RBB Fund Trust - Longview Advantage ETF 20
Robeco Institutional Asset Management B.V. 20
Seacrest Wealth Management, Llc 20
Timpani Capital Management LLC 20
Global X Management CO LLC 19
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 19
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 19
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 19
MQS Management LLC 19
Leonteq Securities AG 19
Lido Advisors, LLC 19
Contravisory Investment Management, Inc. 19
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 19
FNY Partners Fund LP 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 19
Avion Wealth 19
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 19
Everence Capital Management Inc 19
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 19
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 19
361 Capital Llc 19
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 19
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 19
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 19
Avantax Advisory Services, Inc. 19
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 19
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 19
Wesbanco Bank Inc 19
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 19
Golden State Wealth Management, LLC 19
Penn Capital Management Co Inc 19
Citizens Financial Group Inc/ri 19
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 19
Macroview Investment Management Llc 19
Hl Financial Services Llc 19
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 19
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 19
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 19
Sound Income Strategies, LLC 19
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 19
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 19
Oppenheimer Global Multi Strategies Fund 19
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 19
Twin Tree Management, LP 19
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 19
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class 19
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 19
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 19
Cinctive Capital Management LP 19
Newbridge Financial Services Group, Inc. 19
Illinois Municipal Retirement Fund 19
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 19
Crewe Advisors LLC 19
Brant Point Investment Management Llc 19
Emerald Advisers, Llc 19
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 19
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 19
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 19
Fisher Asset Management, LLC 19
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 19
Rational Advisors Llc 19
SpiderRock Trading LLC 19
Granahan Investment Management Inc/ma 19
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 19
Mercer Global Advisors Inc /adv 19
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 19
Soros Fund Management Llc 19
Flagship Harbor Advisors, Llc 19
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 19
Winslow, Evans & Crocker, Inc. 19
Vanguard Horizon Funds 18
Westpac Banking Corp 18
First Personal Financial Services 18
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 18
Skylands Capital, LLC 18
Sanctuary Wealth Advisors, LLC 18
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 18
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 18
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 18
Coppell Advisory Solutions LLC 18
Wipfli Financial Advisors Llc, 18
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 18
Burney Co/ 18
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 18
Thb Asset Management 18
Wasatch Advisors Inc 18
EAM Global Investors LLC 18
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 18
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 18
Mather Group, Llc. 18
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 18
Whittier Trust Co Of Nevada Inc 18
Elite Wealth Management, Inc. 18
Patriot Financial Group Insurance Agency, LLC 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 18
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 18
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 18
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 18
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 18
Piermont Capital Management LLC 18
Oberweis Asset Management Inc/ 18
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 18
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 18
VCSMX - VALIC Co I - Small Cap Fund 18
Hollencrest Capital Management 18
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 18
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 18
Ranger Investment Management, L.P. 18
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 18
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 18
New York Life Investment Management Llc 18
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 18
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 18
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 18
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 18
Inceptionr Llc 18
Pathstone Family Office, Llc 18
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 18
Moors & Cabot, Inc. 18
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 18
Cnh Partners Llc 18
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 18
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 18
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 18
Cable Hill Partners, LLC 18
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 18
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 18
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 18
Wiley Bros.-aintree Capital, Llc 18
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 18
Earnest Partners Llc 18
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 18
Old Mutual Global Investors (UK) Ltd. 18
Entropy Technologies, LP 18
Vestcor Inc 18
Johnson Financial Group, Inc. 18
Atlantic Trust, LLC 18
Navellier & Associates Inc 18
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 18
Agf Investments Inc. 18
Samlyn Capital, Llc 18
Scientech Research LLC 18
Boston Advisors Llc 18
Artemis Investment Management LLP 18
Dorsey Wright & Associates 18
Snowden Capital Advisors LLC 18
Mv Capital Management, Inc. 18
FinTrust Capital Advisors, LLC 18
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 18
Ieq Capital, Llc 18
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 18
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 18
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 18
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 18
Alpha DNA Investment Management LLC 18
Independent Portfolio Consultants, Inc. 18
First New York Securities Llc /ny 18
Cadian Capital Management, Lp 18
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 18
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 17
Salomon & Ludwin, LLC 17
Systematic Financial Management Lp 17
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 17
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 17
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 17
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 17
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 17
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 17
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 17
Icon Advisers Inc/co 17
Mazama Capital Management Inc 17
Aviva Plc 17
Brinker Capital Investments, LLC 17
Artisan Partners Limited Partnership 17
Bartlett & Co. Wealth Management Llc 17
Anchor Investment Management, LLC 17
Harvest Capital Strategies LLC 17
Pictet Asset Management Holding SA 17
Nbc Securities, Inc. 17
Brookfield Asset Management Inc. 17
Barrow Hanley Mewhinney & Strauss Llc 17
Smith Asset Management Group Lp 17
First Citizens Bank & Trust Co 17
Jump Trading, LLC 17
Shelton Capital Management 17
Gluskin Sheff & Assoc Inc 17
Evercore Wealth Management, LLC 17
T. Rowe Price Investment Management, Inc. 17
Eqis Capital Management, Inc. 17
Parametrica Management Ltd 17
Quent Capital, LLC 17
Commonwealth Equity Services, Inc 17
CastleKnight Management LP 17
State Of Michigan Retirement System 17
Tarbox Family Office, Inc. 17
Foundry Partners, LLC 17
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 17
Old National Bancorp /in/ 17
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 17
Focused Wealth Management, Inc 17
Zweig-DiMenna Associates LLC 17
MCF Advisors LLC 17
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 17
JustInvest LLC 17
Xponance, Inc. 17
James Investment Research Inc 17
Arkadios Wealth Advisors 17
Wbi Investments, Inc. 17
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 17
Glazer Capital, Llc 17
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 17
Rothschild Asset Management Inc 17
GIMFX - GMO TRUST - GMO Implementation Fund 17
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 17
Northwestern Mutual Investment Management Company, Llc 17
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 17
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 17
Societe Generale 17
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 17
Avantax Planning Partners, Inc. 17
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 17
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 17
IHT Wealth Management, LLC 17
Glen Harbor Capital Management LLC 17
Advantage Investment Management, Llc 17
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 17
MARSHALL WACE ASIA Ltd 17
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 17
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 17
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 17
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 17
Forum Funds 17
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 17
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 17
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 17
Hughes Financial Services, LLC 17
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 17
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 17
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 17
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 17
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 17
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 17
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 17
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 17
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 17
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 17
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 17
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 17
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 17
Pictet Asset Management Sa 17
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 17
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 17
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 17
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 17
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 17
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 17
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 17
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 17
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 17
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 17
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 17
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 17
Reynolds Capital Management Llc 16
Boulder Hill Capital Management Lp 16
Ontario Teachers Pension Plan Board 16
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 16
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 16
Pictet Asset Management Ltd 16
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 16
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 16
Sequoia Financial Advisors, LLC 16
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 16
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 16
Steward Financial Group LLC 16
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 16
Dunhill Financial, LLC 16
Investors Research Corp 16
GW&K Investment Management, LLC 16
GABELLI & Co INVESTMENT ADVISERS, INC. 16
FourThought Financial, LLC 16
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 16
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 16
Toth Financial Advisory Corp 16
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 16
Harbour Capital Advisors, LLC 16
Chicago Partners Investment Group LLC 16
Td Private Client Wealth Llc 16
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 16
Schubert & Co 16
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 16
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 16
Vanguard Whitehall Funds 16
ETRADE Capital Management LLC 16
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 16
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 16
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 16
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 16
Sigma Planning Corp 16
Veriti Management LLC 16
Barings Llc 16
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 16
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 16
Profunds - Profund Vp Oil & Gas 16
Pearl River Capital, LLC 16
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 16
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 16
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 16
Pnc Funds 16
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 16
Capital World Investors 16
Congress Asset Management Co /ma 16
Wunderlich Securities, Inc. 16
Handelsbanken Fonder AB 16
Securian Asset Management, Inc 16
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 16
Ziegler Capital Management, LLC 16
Great Lakes Advisors, Llc 16
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 16
Quinn Opportunity Partners LLC 16
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 16
QCVAX - Clearwater Investment Trust - Clearwater International Fund 16
Kingsview Wealth Management, LLC 16
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 16
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 16
Wexford Capital Lp 16
Blackrock Corporate High Yield Fund, Inc. 16
Capital Research Global Investors 16
Erste Asset Management GmbH 16
Hemington Wealth Management 16
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 16
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 16
Ropes Wealth Advisors Llc 16
Zeke Capital Advisors, Llc 16
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 16
PharVision Advisers, LLC 16
Kepos Capital LP 16
RBB FUND, INC. - Adara Smaller Companies Fund 16
Truvestments Capital Llc 16
Trust Co Of Vermont 16
Cowen Group, Inc. 16
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 16
Chilton Investment Co Llc 16
Bluefin Trading, LLC 16
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 16
Arden Investment Series Trust 16
Symphony Asset Management Llc 16
Commerce Bank 16
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 16
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 16
R Squared Ltd 16
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 16
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 16
Banque Pictet & Cie Sa 16
Asset Dedication, LLC 16
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 16
Pitcairn Co 16
Westwood Holdings Group Inc 16
Divisadero Street Capital Management, LP 16
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 16
Adage Capital Partners Gp, L.l.c. 16
Ausdal Financial Partners, Inc. 16
Level Four Advisory Services, Llc 16
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 16
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 16
Guardian Wealth Advisors, LLC 16
Jackson Creek Investment Advisors LLC 16
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 16
BBT Capital Management, LLC 16
Continuum Advisory, LLC 16
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 16
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 16
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 16
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 16
Sandler Capital Management 16
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 16
Liberty Mutual Group Asset Management Inc. 16
SG Capital Management LLC 16
CenterBook Partners LP 16
World Asset Management Inc 16
Athanor Capital, Lp 16
Optimum Investment Advisors 16
Capstone Financial Advisors, Inc. 16
Friess Associates Llc 16
DiNuzzo Private Wealth, Inc. 16
Annis Gardner Whiting Capital Advisors, LLC 16
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 15
Gideon Capital Advisors, Inc. 15
Gardner Lewis Asset Management L P 15
South Dakota Investment Council 15
UMA Financial Services, Inc. 15
Hennessy Advisors Inc 15
New Mexico Educational Retirement Board 15
Cortina Asset Management, LLC 15
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 15
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 15
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 15
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 15
Redwood Investments, LLC 15
Arcadia Investment Management Corp/mi 15
Blackrock Ltd Duration Income Trust 15
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF 15
Twin Peaks Wealth Advisors, LLC 15
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 15
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 15
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 15
Bayforest Capital Ltd 15
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 15
Tortoise Investment Management, LLC 15
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 15
New England Securities Corp /MA/ 15
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 15
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 15
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 15
Marathon Trading Investment Management LLC 15
Evergreen Capital Management Llc 15
Carlson Capital L P 15
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 15
BTG Pactual Global Asset Management Ltd 15
ISAM Funds (UK) Ltd 15
Neo Ivy Capital Management 15
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 15
Warren Averett Asset Management, LLC 15
Bare Financial Services, Inc 15
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 15
Cordant, Inc. 15
Lighthouse Investment Partners, LLC 15
Merit Financial Group, LLC 15
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 15
Cerebellum GP, LLC 15
Alpha Windward Llc 15
Ameritas Advisory Services, LLC 15
Savant Capital, LLC 15
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 15
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 15
AHIVX - American Century Investment Trust - High Income Fund Investor Class 15
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 15
SpiderRock Advisors, LLC 15
SageView Advisory Group, LLC 15
Folger Hill Asset Management LP 15
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 15
River Road Asset Management, LLC 15
Tradeworx Inc. 15
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 15
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 15
Calvert Investment Management, Inc. 15
PSI Advisors, LLC 15
Townsquare Capital Llc 15
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 15
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 15
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 15
Santa Fe Partners LLC 15
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 15
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 15
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 15
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 15
CWM Advisors, LLC 15
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 15
Tygh Capital Management, Inc. 15
Northwest & Ethical Investments L.P. 15
Janney Capital Management LLC 15
Sageworth Trust Co 15
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 15
CIBC Bancorp USA Inc. 15
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 15
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 15
Millrace Asset Group, Inc. 15
Rafferty Asset Management, LLC 15
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 15
Columbia Partners L L C Investment Management 15
Dynamic Technology Lab Pte Ltd 15
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 15
Portolan Capital Management, LLC 15
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 15
Resources Investment Advisors, LLC. 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 15
Catapult Capital Management Llc 15
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 15
Bb&t Securities, Llc 15
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 15
Axiom International Investors Llc /de 15
Abound Wealth Management 15
Corton Capital Inc. 15
Harvest Fund Management Co., Ltd 15
Usca Ria Llc 15
SummitTX Capital, L.P. 15
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 15
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 15
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 15
Vanguard Explorer Fund 15
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 15
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 15
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 15
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 15
Rialto Wealth Management, LLC 15
Placemark Investments, Inc. 15
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 15
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 15
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 15
Polymer Capital Management (US) LLC 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 15
Prospector Partners Llc 15
Pinnacle Associates Ltd 15
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 15
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 15
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 15
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 15
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 15
I.g. Investment Management, Ltd. 15
Meridian Wealth Partners, LLC 15
Disciplined Investments, LLC 15
Mitsubishi UFJ Trust & Banking Corp 15
Cookson Peirce & Co Inc 15
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 15
Caas Capital Management Lp 15
Bellwether Investment Group, LLC 15
Candriam Luxembourg S.C.A. 15
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 15
Wealthfront Inc 15
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 15
Capula Management Ltd 15
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 15
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 15
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 15
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 15
Marquette Asset Management, LLC 15
Tsfg, Llc 15
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 15
Mendota Financial Group, LLC 15
Jaffetilchin Investment Partners, LLC 15
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 14
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 14
Six Circles Trust - Six Circles Credit Opportunities Fund 14
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 14
SVPIX - Profunds - Small-cap Value Profund Investor Class 14
Advanced Series Trust - Ast Small-cap Value Portfolio 14
Tfo-tdc, Llc 14
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 14
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 14
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 14
King Luther Capital Management Corp 14
Lenox Wealth Advisors, LLC 14
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 14
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 14
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 14
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 14
Hexagon Capital Partners LLC 14
Raleigh Capital Management Inc. 14
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 14
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 14
Danske Bank A/s 14
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 14
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 14
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 14
First Horizon Corp 14
Knight Capital Group, Inc. 14
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 14
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 14
Lmcg Investments, Llc 14
Capital Asset Advisory Services LLC 14
People's United Financial, Inc. 14
Geduld E E 14
Edgestream Partners, L.P. 14
First National Bank Of Omaha 14
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 14
Washington Trust Bank 14
Thurston, Springer, Miller, Herd & Titak, Inc. 14
Aviance Capital Management, Llc 14
Duality Advisers, Lp 14
Keeley Asset Management Corp 14
Fort Washington Investment Advisors Inc /oh/ 14
JJJ Advisors Inc. 14
Allstate Corp 14
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 14
Cornercap Investment Counsel Inc 14
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 14
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 14
Stephens Investment Management Group LLC 14
Maple Securities Usa Inc 14
Wilbanks Smith & Thomas Asset Management Llc 14
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 14
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 14
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 14
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 14
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 14
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 14
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 14
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 14
Prestige Wealth Management Group LLC 14
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 14
Omnia Family Wealth, LLC 14
K.J. Harrison & Partners Inc 14
Ridgewood Investments LLC 14
Blue Arrow Capital Management Llc 14
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 14
Financial Gravity Companies, Inc. 14
Howe & Rusling Inc 14
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 14
Western Wealth Management, LLC 14
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 14
GHP Investment Advisors, Inc. 14
Venture Visionary Partners LLC 14
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 14
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 14
BDO Wealth Advisors, LLC 14
NewSquare Capital LLC 14
Kapitalo Investimentos Ltda 14
Capital Bank & Trust Co 14
Coastal Investment Advisors, Inc. 14
Pentwater Capital Management LP 14
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 14
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 14
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 14
Decade Capital Management Llc 14
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 14
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 14
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 14
Semanteon Capital Management, LP 14
Ballentine Partners, LLC 14
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 14
Prudential Plc 14
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 14
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 14
Emerald Mutual Fund Advisers Trust 14
Park Place Capital Corp 14
Raymond James Trust N.a. 14
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 14
Ascend Capital, Llc 14
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 14
Pacific Global Investment Management Co 14
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 14
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 14
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 14
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 14
Carolinas Wealth Consulting Llc 14
Cantab Capital Partners LLP 14
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 14
Minichmacgregor Wealth Management, Llc 14
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 14
Sumitomo Mitsui Trust Holdings, Inc. 14
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 14
EULAV Asset Management 14
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 14
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 14
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 14
Moneta Group Investment Advisors Llc 14
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 14
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 14
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 14
Rotella Capital Management, Inc. 14
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 14
HighPoint Advisor Group LLC 14
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 14
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 14
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 14
Crestline Management, LP 14
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 14
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 14
First Midwest Bank Trust Division 14
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 14
Wealthcare Capital Management Llc 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 14
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 14
Rise Advisors, LLC 14
Koshinski Asset Management, Inc. 14
Copeland Capital Management, LLC 14
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 14
VICE - AdvisorShares Trust - AdvisorShares Vice ETF 14
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 14
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 14
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 14
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 14
Rsm Us Wealth Management Llc 14
Wealthcare Advisory Partners LLC 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
Otter Creek Advisors, LLC 14
Frontier Capital Management Co Llc 14
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 14
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 14
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 14
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 14
Delta Asset Management Llc/tn 14
DAVENPORT & Co LLC 14
Tompkins Financial Corp 14
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 14
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 14
Profunds - Profund Vp Small-cap Value 14
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 14
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 14
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 14
Exencial Wealth Advisors, Llc 14
Horizon Investments, LLC 14
Cary Street Partner Investment Advisory Llc 14
Wolff Wiese Magana Llc 14
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 14
VCAAX - VALIC Co I - Asset Allocation Fund 14
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 14
LBA Wealth Management, LLC 14
Enlightenment Research, LLC 14
Checchi Capital Advisers, LLC 14
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 14
WASHINGTON TRUST Co 13
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 13
Johnson Investment Counsel Inc 13
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 13
Caldwell & Orkin Inc 13
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 13
Regal Investment Advisors LLC 13
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 13
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 13
Washington Trust Advisors, Inc. 13
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 13
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 13
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 13
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 13
Leap Investments Lp 13
Utah Retirement Systems 13
Jump Trading, Llc 13
Discovery Capital Management, Llc / Ct 13
Institutional & Family Asset Management, Llc 13
Pinnacle Summer Investments, Inc. 13
Boston Private Wealth Llc 13
Clark Capital Management Group, Inc. 13
Thomas White International Ltd 13
Highline Wealth Partners Llc 13
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 13
Profunds - Profund Vp Small-cap Growth 13
Mycio Wealth Partners, Llc 13
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 13
Torren Management, LLC 13
NorthCoast Asset Management LLC 13
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 13
Sargent Bickham Lagudis LLC 13
Psagot Value Holdings Ltd. / (Israel) 13
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 13
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 13
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 13
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 13
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio 13
Cowen And Company, Llc 13
Rossby Financial, LCC 13
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 13
CVA Family Office, LLC 13
First Interstate Bank 13
Moisand Fitzgerald Tamayo, LLC 13
Numerai GP LLC 13
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 13
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 13
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 13
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 13
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 13
Valley National Advisers Inc 13
SOUTH STATE Corp 13
Park Avenue Securities Llc 13
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 13
Elequin Capital Lp 13
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 13
Formula Growth Ltd 13
Integrated Wealth Concepts LLC 13
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 13
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 13
Oakworth Capital, Inc. 13
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 13
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 13
Arrow Financial Corp 13
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 13
Advisors Preferred, LLC 13
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 13
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 13
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 13
Maven Securities LTD 13
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 13
LRI Investments, LLC 13
BFOR - ALPS ETF Trust - Barron's 400 ETF 13
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 13
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 13
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 13
Nicholas Company, Inc. 13
Qs Batterymarch Financial Management, Inc 13
Cupps Capital Management, LLC 13
Mosaic Family Wealth, LLC 13
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 13
Factorial Partners, Llc 13
Paces Ferry Wealth Advisors, Llc 13
Segantii Capital Management Ltd 13
Trust Co 13
AGF Investments LLC 13
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 13
JCP Investment Management, LLC 13
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 13
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 13
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 13
Rs Investment Management Co Llc 13
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 13
NN Investment Partners Holdings N.V. 13
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 13
SGPIX - Profunds - Small-cap Growth Profund Investor Class 13
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 13
Caisse De Depot Et Placement Du Quebec 13
Strategic Wealth Partners, Ltd. 13
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 13
Zions Bancorporation 13
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 13
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 13
Delaware Management Holdings, Inc. 13
Mach-1 Financial Group, Inc. 13
Sigma Capital Management Llc 13
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 13
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 13
Otter Creek Management Inc 13
WPG Advisers, LLC 13
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 13
American National Bank 13
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 13
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 13
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 13
Banque Cantonale Vaudoise 13
L & S Advisors Inc 13
BlackRock Credit Strategies Fund 13
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 13
Krilogy Financial LLC 13
Harel Insurance Investments & Financial Services Ltd. 13
Qsemble Capital Management, LP 13
Cape Investment Advisory, Inc. 13
Franklin Street Capital Partners, LLC 13
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 13
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 13
Man Investments Ltd 13
BlueCrest Capital Management LLP 13
Monarch Partners Asset Management LLC 13
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 13
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 13
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 13
Colony Group Llc 13
Atria Wealth Solutions, Inc. 13
Baker Avenue Asset Management, LP 13
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 13
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 13
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 13
Index Management Solutions, LLC 13
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 13
M&g Investment Management Ltd 13
Cedar Mountain Advisors, LLC 13
Riggs Asset Managment Co. Inc. 13
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 13
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 13
Epoch Investment Partners, Inc. 13
Yorktown Management & Research Co Inc 13
Bleakley Financial Group, LLC 13
Activest Wealth Management 13
Covington Capital Management 13
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 13
Glen Eagle Advisors, LLC 13
Dean Investment Associates, Llc 13
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 13
Quest Capital Management Inc /adv 13
DLD Asset Management, LP 12
Hm Payson & Co 12
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 12
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 12
Eastern Bank 12
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 12
Deprince Race & Zollo Inc 12
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 12
Fortaleza Asset Management Inc/ 12
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 12
Old Mission Capital Llc 12
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 12
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 12
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 12
Champlain Investment Partners, LLC 12
Rothschild Investment Corp /il 12
Highstreet Asset Management Inc. 12
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 12
Weaver C. Barksdale & Associates, Inc. 12
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 12
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 12
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 12
Kovitz Investment Group Partners, LLC 12
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 12
Trustcore Financial Services, Llc 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 12
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 12
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 12
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 12
Transce3nd, LLC 12
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 12
Westside Investment Management, Inc. 12
Edge Advisors, Llc 12
Knights of Columbus Asset Advisors LLC 12
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 12
Integrated Wealth Management 12
Kemnay Advisory Services Inc. 12
Pittenger & Anderson Inc 12
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
Whitebox Mutual Funds 12
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 12
MYDA Advisors LLC 12
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 12
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 12
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 12
Zions Bancorporation, N.A. 12
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 12
Comerica Securities,inc. 12
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 12
Highland Capital Management, Llc 12
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 12
Jupiter Asset Management Ltd 12
Eagle Bay Advisors LLC 12
Banque Transatlantique SA 12
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 12
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 12
Column Capital Advisors, LLC 12
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 12
AXA Investment Managers S.A. 12
Invesco Bond Fund 12
VVSCX - VALIC Co I - Small Cap Value Fund 12
Suffolk Capital Management Llc 12
Beryl Capital Management LLC 12
Kingdon Capital Management, L.l.c. 12
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 12
Campbell Multi-strategy Trust 12
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 12
GPS Wealth Strategies Group, LLC 12
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 12
Yakira Capital Management, Inc. 12
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 12
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 12
Advisor Resource Council 12
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 12
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 12
Advisor Partners Ii, Llc 12
Granite Point Capital Management, L.P. 12
Benjamin Edwards Inc 12
GLG Partners LP 12
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 12
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 12
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 12
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 12
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 12
Vident Advisory, LLC 12
Portside Wealth Group, LLC 12
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 12
Edmond De Rothschild Holding S.a. 12
Sanders Morris Harris Llc 12
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 12
Integre Asset Management, LLC 12
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 12
Vontobel Holding Ltd. 12
Financial Advocates Investment Management 12
Ritholtz Wealth Management 12
Cim Investment Mangement Inc 12
Harvest Investment Services, LLC 12
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 12
LGT Financial Advisors LLC 12
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 12
Cigna Investments Inc /new 12
Van Hulzen Asset Management, LLC 12
Signet Financial Management, Llc 12
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 12
John Hancock Hedged Equity & Income Fund 12
Emerald Investment Partners, Llc 12
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 12
Global X Funds 12
CI Global Investments Inc. 12
DAACX - Adviser Managed Trust - Diversified Equity Fund 12
Central Bank & Trust Co 12
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 12
Edge Wealth Management LLC 12
Mane Global Capital Management Lp 12
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 12
Whipplewood Advisors, LLC 12
Candlestick Capital Management LP 12
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 12
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 12
Balentine LLC 12
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 12
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 12
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 12
Echo Street Capital Management LLC 12
Copper Rock Capital Partners, LLC 12
V Wealth Advisors LLC 12
Berkley W R Corp 12
Commerzbank Aktiengesellschaft /fi 12
Bruderman Asset Management, LLC 12
Regentatlantic Capital Llc 12
Hood River Capital Management LLC 12
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 12
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 12
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 12
Financial Consulate, Inc 12
Kestra Private Wealth Services, Llc 12
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 12
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 12
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 12
Geneva Advisors, LLC 12
Wealthfront Advisers Llc 12
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 12
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 12
Partnervest Advisory Services LLC 12
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 12
Tradewinds Capital Management, LLC 12
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 12
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 12
San Francisco Sentry Investment Group (ca) 12
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 12
Motco 12
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 12
Leuthold Group, Llc 12
Ashton Thomas Private Wealth, LLC 12
Lucus Advisors Llc 12
MUFG Securities EMEA plc 12
Sachetta, LLC 12
Montag A & Associates Inc 12
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 12
RMB Capital Management, LLC 12
Xact Kapitalforvaltning AB 12
Kayne Anderson Rudnick Investment Management Llc 12
Tcw Group Inc 12
Elyxium Wealth, LLC 12
Oakbrook Investments Llc 12
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 12
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 12
Lee Financial Co 12
Stormborn Capital Management, Llc 12
McIlrath & Eck, LLC 12
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 12
Farringdon Capital, Ltd. 12
Global Financial Private Client, LLC 12
Legacy Financial Advisors, Inc. 12
EA Series Trust 12
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 12
Ionic Capital Management LLC 12
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 12
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 12
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 12
Aristides Capital LLC 12
Symmetry Peak Management Llc 12
Beese Fulmer Investment Management, Inc. 12
Swiss Life Asset Management Ltd 12
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 12
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 12
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 12
Readystate Asset Management Lp 12
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 12
Zurich Insurance Group Ltd/FI 12
Brinker Capital Inc 12
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 12
Silvant Capital Management LLC 12
Baird Robert W & Co Inc /wi/ 12
Front Row Advisors LLC 12
Capital International Investors 12
Henshaw Capital LLC 12
West Oak Capital, LLC 12
RBF Capital, LLC 12
True Signal Lp 11
BerganKDV Wealth Management, LLC 11
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 11
Veritable, L.P. 11
Fort, L.p. 11
Rainier Investment Management Llc 11
Lebenthal Asset Management, LLC 11
Longfellow Investment Management Co Llc 11
JPL Wealth Management, LLC 11
Frazier Financial Advisors, LLC 11
Cambridge Trust Co 11
Highlander Capital Management, LLC 11
Dubuque Bank & Trust Co 11
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 11
Caitlin John, LLC 11
Vantage Investment Advisors, LLC 11
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 11
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 11
Phocas Financial Corp. 11
One Wealth Advisors, LLC 11
Advent Capital Management /de/ 11
First Command Advisory Services, Inc. 11
B. Metzler seel. Sohn & Co. AG 11
Van Eck Associates Corp 11
Brewin Dolphin Ltd 11
Buckingham Strategic Partners 11
Gateway Investment Advisers Llc 11
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 11
Truewealth Llc 11
Delpha Capital Management, Llc 11
Poehling Capital Management, LLC 11
Mutual Advisors, LLC 11
Concentric Capital Strategies, LP 11
Vestmark Advisory Solutions, Inc. 11
SYSTM Wealth Solutions LLC 11
Garnet Equity Capital Holdings, Inc. 11
Duncker Streett & Co Inc 11
Heartland Advisors Inc 11
Underlying Funds Trust 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 11
Columbia Wanger Asset Management Llc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 11
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 11
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 11
Hilltop Holdings Inc. 11
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 11
Accurate Wealth Management, LLC 11
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 11
Brighton Jones Llc 11
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 11
Eaton Vance Ltd Duration Income Fund 11
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 11
VCBDX - VALIC Co I - Core Bond Fund 11
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 11
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 11
Triumph Capital Management 11
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 11
Calamos Global Total Return Fund 11
Calamos Global Dynamic Income Fund 11
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 11
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 11
NewEdge Wealth, LLC 11
Eidelman Virant Capital 11
Blackrock Credit Allocation Income Trust 11
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 11
Camarda Financial Advisors, LLC 11
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 11
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 11
Stonehage Fleming (uk) Ltd 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 11
Gupta Wealth Management LLC 11
Concord Wealth Partners 11
Inspire Advisors, LLC 11
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 11
Alpha Paradigm Partners, LLC 11
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 11
Prudential Short Duration High Yield Fund, Inc. 11
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 11
Golden State Equity Partners 11
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 11
City Holding Co 11
Chevy Chase Trust Holdings, Inc. 11
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 11
Barnett & Company, Inc. 11
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 11
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 11
Fortress Investment Group LLC 11
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 11
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 11
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 11
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 11
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 11
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 11
Fortis Group Advisors, LLC 11
Connable Office Inc 11
Founders Financial Alliance, LLC 11
Kistler-Tiffany Companies, LLC 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 11
Householder Group Estate & Retirement Specialist, LLC 11
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 11
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 11
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 11
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 11
Beacon Pointe Advisors, LLC 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 11
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 11
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 11
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 11
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 11
Atlas Private Wealth Advisors 11
YHB Investment Advisors, Inc. 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 11
CAPROCK Group, Inc. 11
Sawgrass Asset Management Llc 11
Price Capital Management, Inc. 11
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 11
Advanced Series Trust - Ast Advanced Strategies Portfolio 11
Crawford Fund Management, LLC 11
Shepherd Kaplan Krochuk, Llc 11
Alexandria Capital, LLC 11
Blackstone / Gso Long-short Credit Income Fund 11
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 11
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 11
Advanced Series Trust - Ast High Yield Portfolio 11
Gladius Capital Management LP 11
Blackstone / Gso Strategic Credit Fund 11
Caxton Associates Llp 11
HFM Investment Advisors, LLC 11
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 11
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 11
Bay Harbor Wealth Management, LLC 11
Wakefield Asset Management LLLP 11
Ibex Investors LLC 11
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 11
Passport Capital, LLC 11
Stonebridge Capital Advisors LLC 11
Kavar Capital Partners, LLC 11
MBEQX - M FUND INC - M International Equity Fund 11
Belvedere Trading LLC 11
Steigerwald, Gordon & Koch Inc. 11
Wealth Preservation Advisors, LLC 11
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 11
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 11
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 11
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 11
BI Asset Management Fondsmaeglerselskab A/S 11
Qci Asset Management Inc/ny 11
Zions Bancorporation, National Association /ut/ 11
Total Clarity Wealth Management, Inc. 11
EHLS - Tidal Trust II - Even Herd Long Short ETF 11
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 11
Procyon Private Wealth Partners, LLC 11
Voya Prime Rate Trust 11
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 11
Alydar Partners Llc 11
CX Institutional 11
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 11
Kiwi Wealth Investments Limited Partnership 11
Freestone Capital Holdings, LLC 11
Archon Capital Management LLC 11
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 11
MIK Capital, LP 11
Hartford Investment Management Co 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 11
Haberer Registered Investment Advisor Inc 11
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 11
Mesirow Financial Investment Management, Inc. 11
Bb&t Investment Services, Inc. 11
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 11
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 11
YorkBridge Wealth Partners, LLC 11
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 11
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 11
Envestnet Portfolio Solutions, Inc. 11
Clean Yield Group 11
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 11
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF 11
Grove Bank & Trust 11
Cramer Rosenthal Mcglynn Llc 11
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 11
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 11
Osterweis Capital Management Inc 11
Point72 Europe (London) LLP 11
Ramsey Quantitative Systems 11
Tributary Capital Management, LLC 11
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 11
Fondren Management LP 11
Virtus Alternative Investment Advisers, Inc. 11
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 11
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 11
Intrust Bank Na 11
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 11
Vivaldi Asset Management, LLC 11
Caerus Global Investors LLC 11
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 11
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 11
Stone House Investment Management, LLC 11
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 11
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 11
Central Pacific Bank - Trust Division 11
Philadelphia Trust Co 11
Baldwin Brothers Inc/ma 11
Castleview Partners, Llc 11
SHP Wealth Management 11
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 11
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 11
Mckinley Capital Management Llc /delaware 11
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 11
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 11
American Capital Advisory, LLC 11
Munder Capital Management 11
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 11
Dana Investment Advisors, Inc. 11
Elk Creek Partners, LLC 11
Gary Goldberg Planning Services Inc 11
Kilter Group LLC 11
Virginia Retirement System 10
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 10
BW Gestao de Investimentos Ltda. 10
MANA Advisors LLC 10
Norden Group Llc 10
UniSuper Management Pty Ltd 10
Red Tortoise LLC 10
Glg Llc 10
NOBOX - Northern Funds - Northern Bond Index Fund 10
WealthPLAN Partners, LLC 10
Deltec Asset Management Llc 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 10
Signature Equity Partners, LLC 10
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 10
Peconic Partners Llc 10
Prudential Global Short Duration High Yield Fund, Inc. 10
MTM Investment Management, LLC 10
MIG Capital, LLC 10
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 10
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 10
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 10
Tremblant Capital Group 10
Fortitude Advisory Group L.L.C. 10
Capital International Inc /ca/ 10
Turner Funds 10
Colonial Trust Co / SC 10
Northern Oak Wealth Management Inc 10
GeoWealth Management, LLC 10
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 10
Ethic Inc. 10
Operose Advisors LLC 10
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 10
Kore Private Wealth LLC 10
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 10
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 10
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 10
Bellevue Asset Management, Llc 10
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 10
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 10
Rakuten Securities, Inc. 10
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 10
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 10
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 10
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 10
Treasurer of the State of North Carolina 10
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 10
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 10
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 10
Brookstone Capital Management 10
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 10
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 10
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 10
Prime Capital Investment Advisors, LLC 10
Apollon Wealth Management, LLC 10
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 10
Stonebridge Financial Group, LLC 10
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 10
Connacht Asset Management LP 10
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 10
Gyon Technologies Capital Management, LP 10
CNB Bank 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 10
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 10
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 10
Vivaldi Opportunities Fund 10
DnB Asset Management AS 10
Banco Santander, S.A. 10
Legacy Wealth Asset Management, LLC 10
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 10
Ledyard National Bank 10
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 10
Nair Vinay 10
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A 10
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 10
Renaissance Group Llc 10
Korea Investment CORP 10
Princeton Global Asset Management LLC 10
HB Wealth Management, LLC 10
Havemeyer Place LP 10
Kestra Investment Management, LLC 10
Spears Abacus Advisors LLC 10
Spectrum Management Group, LLC 10
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 10
Alpha Omega Wealth Management LLC 10
Cca Investments Trust 10
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 10
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 10
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 10
Mangrove Partners 10
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 10
Albion Financial Group /ut 10
Zebra Capital Management LLC 10
Exane Derivatives 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 10
Bank Julius Baer & Co. Ltd, Zurich 10
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 10
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 10
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 10
Perigon Wealth Management, LLC 10
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 10
Mid Atlantic Financial Management Inc/adv 10
Aristeia Capital Llc 10
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 10
E. Ohman J:or Asset Management AB 10
Atwood & Palmer Inc 10
CSat Investment Advisory, L.P. 10
Ossiam 10
Apertura Capital, LLC 10
Dean Capital Management 10
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 10
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 10
Kettle Hill Capital Management, Llc 10
Shapiro Robert N 10
IBM Retirement Fund 10
Trillium Asset Management, Llc 10
Strategic Investment Management, Llc 10
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 10
Kodai Capital Management LP 10
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 10
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 10
Standard Life Aberdeen plc 10
Lloyd Advisory Services, LLC. 10
Ruffer LLP 10
Ruggie Capital Group 10
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 10
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 10
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 10
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 10
Royal Fund Management, LLC 10
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 10
Blackrock Multi-sector Income Trust 10
Ada Investment Management, LP 10
Ardsley Advisory Partners Lp 10
Herndon Capital Management Llc 10
Junto Capital Management LP 10
Bedel Financial Consulting, Inc. 10
Parsons Capital Management Inc/ri 10
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 10
BBVA USA Bancshares, Inc. 10
Associated Banc-corp 10
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 10
Connors Investor Services Inc 10
Archer Investment Corp 10
TriOaks Capital Management L.P. 10
Archford Capital Strategies, LLC 10
Eudaimonia Partners, LLC 10
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF 10
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 10
Ceredex Value Advisors LLC 10
Blackstone / Gso Floating Rate Enhanced Income Fund 10
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 10
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 10
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 10
Parkwood LLC 10
Curian Capital Llc 10
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 10
Stillwater Investment Management, L.P. 10
Simon Quick Advisors, Llc 10
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 10
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 10
Owl Creek Wealth Partners LLC 10
RWM Asset Management, LLC 10
Scoggin Management Lp 10
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 10
AIEQ - ETF Managers Trust - AI Powered Equity ETF 10
Hazlett, Burt & Watson, Inc. 10
High Note Wealth, LLC 10
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 10
Orrstown Financial Services Inc 10
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio 10
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 10
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 10
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 10
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 10
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 10
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 10
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 10
111 Capital 10
Dynamic Advisor Solutions LLC 10
River & Mercantile Asset Management Llp 10
Tabor Asset Management, LP 10
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 10
Blackrock Core Bond Trust 10
Blackrock Debt Strategies Fund, Inc. 10
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 10
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 10
Horrell Capital Management, Inc. 10
American Funds Insurance Series 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 10
Carolina Wealth Advisors, LLC 10
Binnacle Investments Inc 10
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 10
Monashee Investment Management LLC 10
IWB - iSHARES TRUST - iShares Russell 1000 ETF 10
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 10
Claris Advisors, Llc / Mo / 10
ARGI Investment Services, LLC 10
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 10
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 10
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 10
Agf Management Ltd 10
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 10
Glenmede Investment Management, LP 10
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 10
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 10
Insight Capital Research & Management Inc 10
University Of Texas/texas Am Investment Managment Co 10
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 10
Bck Capital Management Lp 10
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 10
Lotus Technology Management, LP 10
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 10
Parkworth Wealth Management, Inc. 10
Redwood Investment Management, Llc 10
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 10
Denali Advisors Llc 10
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 10
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 10
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 10
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 10
Cantor Fitzgerald, L. P. 10
Baystate Wealth Management LLC 10
Spring Creek Capital Llc 10
PenderFund Capital Management Ltd. 10
Washington Capital Management Inc 10
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 10
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 10
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 10
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 10
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 10
Congress Wealth Management LLC / DE / 10
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 10
Fidelis Capital Partners, LLC 10
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 10
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 10
Westchester Capital Management, LLC 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
Tokio Marine Asset Management Co Ltd 10
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 10
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 10
Northpointe Capital Llc 10
Nuveen S&p 500 Dynamic Overwrite Fund 10
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 10
Wellington Shields Capital Management, LLC 10
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 10
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 10
Etf Managers Group, Llc 10
OP Asset Management Ltd 10
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 10
WealthTrust Fairport, LLC 10
Baader Bank INC 10
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 10
Winton Diversified Opportunities Fund 10
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 10
Wcm Investment Management, Llc 10
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 10
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 10
Beaird Harris Wealth Management, LLC 10
Blackstone / Gso Senior Floating Rate Term Fund 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 10
Forum Financial Management, LP 10
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 10
Fieldview Capital Management, LLC 10
Winch Advisory Services, LLC 10
Webster Bank, N. A. 10
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 9
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 9
TRUE Private Wealth Advisors 9
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 9
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 9
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 9
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 9
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 9
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 9
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 9
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 9
R&F Capital Advisors LP 9
Oliver Luxxe Assets LLC 9
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 9
Avestar Capital, LLC 9
Savoir Faire Capital Management, L.P. 9
Machina Capital S.a.s. 9
West Paces Advisors Inc. 9
Aurora Investment Counsel 9
Tiger Management L.l.c. 9
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 9
Alta Capital Management Llc/ 9
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 9
RPG Investment Advisory, LLC 9
Garrett Wealth Advisory Group, LLC 9
Sheaff Brock Investment Advisors, LLC 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 9
Century Capital Management, LLC 9
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 9
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 9
Steadfast Capital Management Lp 9
Shine Investment Advisory Services Inc 9
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 9
Chilton Capital Management Llc 9
Mizuho Trust & Banking Co., Ltd. 9
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 9
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 9
Eurizon Capital SGR S.p.A. 9
First Dallas Securities Inc. 9
S.A. Mason LLC 9
Sig Brokerage, Lp 9
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 9
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 9
Horan Securities, Inc. 9
Mint Tower Capital Management B.V. 9
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 9
Sun Life Financial Inc 9
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 9
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 9
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 9
AJOVista, LLC 9
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 9
Lenox Wealth Management, Inc. 9
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 9
Polen Capital Management Llc 9
Smallcap World Fund Inc 9
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 9
WealthCollab, LLC 9
Girard Partners Ltd. 9
Change Path, LLC 9
Meridian Wealth Management, LLC 9
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 9
Peapack Gladstone Financial Corp 9
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 9
ACK Asset Management LLC 9
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 9
Capital Investment Advisory Services, LLC 9
Marsico Capital Management Llc 9
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 9
New Age Alpha Advisors, LLC 9
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 9
AlphaCore Capital LLC 9
Pinkerton Retirement Specialists, LLC 9
Scholtz & Company, Llc 9
Chartwell Investment Partners/pa 9
Options Solutions, Llc 9
Pinnacle Holdings, LLC 9
Virtus Investment Advisers, Inc. 9
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 9
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 9
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 9
Integrated Investment Consultants, LLC 9
Dai-ichi Life Holdings, Inc. 9
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 9
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 9
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 9
Kernodle & Katon Asset Management Group, LLC 9
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 9
MDPIX - Profunds - Mid-cap Profund Investor Class 9
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 9
Armstrong Advisory Group, Inc 9
Strategic Blueprint, LLC 9
Fifth Third Wealth Advisors LLC 9
O'Shares Investment Advisers, LLC 9
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 9
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 9
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 9
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 9
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 9
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 9
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 9
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 9
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 9
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 9
Motley Fool Asset Management LLC 9
Logan Capital Management Inc 9
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 9
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 9
Rockbridge Investment Management, LCC 9
Global Wealth Management Investment Advisory, Inc. 9
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 9
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 9
FEDERATED CORE TRUST - High Yield Bond Portfolio 9
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 9
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 9
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 9
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 9
Turning Point Benefit Group, Inc. 9
TFC Financial Management 9
URTH - iShares, Inc. - iShares MSCI World ETF 9
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 9
STXK - EA Series Trust - Strive Small-Cap ETF 9
Livingston Group Asset Management CO (operating as Southport Capital Management) 9
TIMOTHY PLAN - Timothy Strategic Variable 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 9
Prentice Capital Management, LP 9
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 9
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 9
Hartford Series Fund Inc 9
UMPIX - Profunds - Ultramid-cap Profund Investor Class 9
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 9
First Bank & Trust 9
M&r Capital Management Inc 9
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 9
Marex Group plc 9
HHM Wealth Advisors, LLC 9
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 9
Schonfeld Group Holdings LLC 9
Iron Horse Wealth Management, LLC 9
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 9
Curio Wealth, Llc 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 9
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 9
Nachman Norwood & Parrott, Inc 9
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 9
Bourgeon Capital Management Llc 9
Community Bank, N.A. 9
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 9
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 9
Trust For Advisor Solutions 9
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 9
VCGAX - VALIC Co I - Growth & Income Fund 9
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 9
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 9
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 9
First Financial Corp /in/ 9
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 9
Diker Management Llc 9
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 9
Jacobi Capital Management LLC 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
North Dakota State Investment Board 9
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 9
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 9
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 9
Profunds - Profund Vp Ultramid-cap 9
Profunds - Profund Vp Mid-cap Growth 9
Pinnacle Financial Partners, Inc. 9
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 9
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 9
Peregrine Capital Management Llc 9
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 9
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 9
Guggenheim Strategic Opportunities Fund 9
Essex Investment Management Co Llc 9
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 9
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 9
Formidable Asset Management, LLC 9
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 9
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 9
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 9
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 9
Aaron Wealth Advisors LLC 9
Millstone Evans Group, LLC 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
York Capital Management Global Advisors, LLC 9
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 9
Nbt Bank N A /ny 9
VMIDX - VALIC Co I - Mid Cap Index Fund 9
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 9
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 9
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 9
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 9
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 9
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 9
Opal Wealth Advisors, LLC 9
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 9
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 9
Old Point Trust & Financial Services N A 9
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 9
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 9
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 9
Leavell Investment Management, Inc. 9
Cribstone Capital Management, LLC 9
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 9
Laurel Wealth Advisors LLC 9
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 9
Caldwell Trust Co 9
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 9
FundVantage Trust - Verplanck Balanced Fund 9
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 9
1st Global Advisors, Inc. 9
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 9
Wilmington Funds Management Corp 9
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 9
ORG Partners LLC 9
Nuveen Credit Strategies Income Fund 9
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 9
Spouting Rock Asset Management, LLC 9
Callan Family Office, LLC 9
Nuveen Floating Rate Income Fund 9
Magnus Financial Group LLC 9
U S Global Investors Inc 9
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 9
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 9
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 9
Pinnacle Financial Partners Inc 9
Interchange Capital Partners, LLC 9
Tradition Wealth Management, LLC 9
Atomi Financial Group, Inc. 9
Coppell Advisory Solutions Corp. 9
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 9
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 9
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 9
Oppenheimer Quest For Value Funds 9
Hartford Financial Management Inc. 9
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 9
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 9
Patten Group, Inc. 9
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 9
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 9
IPG Investment Advisors LLC 9
Falcon Point Capital, Llc 9
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 9
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 9
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 9
B. Metzler seel. Sohn & Co. Holding AG 9
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 9
Childress Capital Advisors, Llc 9
WealthTrak Capital Management LLC 9
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 9
Jpmorgan Trust Iii 9
Bandera Partners LLC 9
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 9
Clear Harbor Asset Management, LLC 9
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 9
Wellington Grp LLC 9
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9
Ameriflex Group, Inc. 9
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 9
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 9
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 9
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 9
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 9
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 9
Vermillion Wealth Management, Inc. 9
AlphaMark Advisors, LLC 9
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 9
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 9
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 9
Scout Investments, Inc. 9
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 9
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 9
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 9
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 9
Barrett Asset Management, LLC 9
Mork Capital Management, LLC 9
Pacific Grove Capital LP 9
Suvretta Capital Management, Llc 9
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 9
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 9
West Tower Group, LLC 9
Thornburg Investment Management Inc 9
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 9
Kula Investments, LLC 9
Sentinel Asset Management, Inc. 9
Highland Capital Management Lp 9
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 9
West Branch Capital LLC 9
Western Asset High Income Fund Ii Inc. 9
Delphi Private Advisors LLC 9
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 9
iA Global Asset Management Inc. 9
Tdam Usa Inc. 9
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 9
Heritage Wealth Advisors 9
Strategic Investment Solutions, Inc. /IL 9
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 9
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 9
NOMIX - Northern Funds - Northern Mid Cap Index Fund 9
Buckingham Strategic Wealth, Llc 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 9
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 9
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 9
Center for Financial Planning, Inc. 9
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 9
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 9
Cloud Capital Management, LLC 9
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 9
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 9
Westport Resources Management Inc 9
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 9
Kings Point Capital Management 9
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 9
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 9
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 9
Crestwood Advisors Group LLC 9
Alerus Financial Na 9
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 9
Ankerstar Wealth, LLC 9
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 9
Richard Bernstein Advisors LLC 9
Anson Funds Management LP 9
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 9
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 9
First Allied Advisory Services, Inc. 9
Hilton Head Capital Partners, LLC 9
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 9
Equitec Proprietary Markets, Llc 9
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 9
Quantum Capital Management 9
Qtron Investments LLC 9
Bahl & Gaynor Inc 9
Americana Partners, LLC 9
Apriem Advisors 9
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 9
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 9
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 9
Tuttle Tactical Management LLC 9
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 9
Ascent Group, LLC 9
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 9
QCM Cayman, Ltd. 9
Putnam Master Intermediate Income Trust 9
APBAX - Cavanal Hill Funds - Active Core Fund Investor 9
HWG Holdings LP 9
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 9
Independence Capital Asset Partners, LLC 9
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 9
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 9
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 9
Mizuho Securities Usa Llc 9
Cromwell Holdings LLC 9
WealthTrust-Arizona, LLC 9
Pinz Capital Management, LP 9
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 9
Clarus Wealth Advisors 9
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 9
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 9
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 9
Boston Private Bank & Trust Co 9
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 9
STFBX - Advisers Investment Trust - State Farm Balanced Fund 9
J.w. Cole Advisors, Inc. 9
Teton Advisors, Inc. 9
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 9
Arlington Trust Co LLC 9
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 9
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 9
Verity Asset Management, Inc. 9
Key FInancial Inc 9
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 9
Pendal Group Ltd 9
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 9
Signition Lp 9
Oak Thistle LLC 9
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 9
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 9
WR Wealth Planners, LLC 9
Vigilant Capital Management, LLC 9
Banco Bilbao Vizcaya Argentaria, S.a. 9
Spdr S&p Midcap 400 Etf Trust 9
Quaker Wealth Management, LLC 9
Migdal Insurance & Financial Holdings Ltd. 9
Next Financial Holdings 9
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 9
Integrated Advisors Network LLC 9
GGBFX - GuideStone Funds - Global Bond Fund Investor 9
Bfsg, Llc 9
Bank & Trust Co 9
Gw Henssler & Associates Ltd 9
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 9
General Motors Investment Management Corp 9
Harvest Management Llc 9
Centenus Global Management, Lp 9
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 9
Concurrent Investment Advisors, LLC 9
Cassaday & Co Wealth Management LLC 9
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 9
Doyle Wealth Management 9
NorthCrest Asset Manangement, LLC 9
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 9
Cassady Schiller Wealth Management, LLC 9
Edmonds Duncan Registered Investment Advisors, LLC 9
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 9
Wetherby Asset Management Inc 9
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 9
Morton Brown Family Wealth, LLC 9
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 9
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 9
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 9
Capital One, National Association 8
1620 Investment Advisors, Inc. 8
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 8
Scott & Selber, Inc. 8
Argentus Capital Management, LLC 8
Eminence Capital, Lp 8
Oliver Lagore Vanvalin Investment Group 8
Perpetual Ltd 8
Northern Right Capital Management, L.P. 8
Simplicity Wealth,LLC 8
Tyler-Stone Wealth Management 8
VitalStone Financial, LLC 8
EFG Asset Management (North America) Corp. 8
Shaker Investments Llc/oh 8
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 8
Americafirst Capital Management, Llc 8
Ares Financial Consulting, LLC 8
Camelot Portfolios, LLC 8
Aventura Private Wealth, LLC 8
FourThought Financial Partners, LLC 8
Confluence Wealth Services, Inc. 8
CarsonAllaria Wealth Management, Ltd. 8
CHURCHILL MANAGEMENT Corp 8
Retirement Planning Co of New England, Inc. 8
Sumitomo Mitsui DS Asset Management Company, Ltd 8
Chase Investment Counsel Corp 8
Taconic Capital Advisors LP 8
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 8
Putnam Fl Investment Management Co 8
Clear Street Llc 8
HBK Sorce Advisory LLC 8
Bridgecreek Investment Management, LLC 8
Kanaly Trust Co 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 8
TD Capital Management LLC 8
Eagle Global Advisors Llc 8
Moran Wealth Management, LLC 8
Natixis Investment Managers International 8
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 8
Avalon Advisors, Llc 8
EOPS - Emles Trust - Emles Alpha Opportunities ETF 8
Guardian Capital Lp 8
Bbva Usa 8
TradeLink Global Equity LLC 8
Pax World Management Llc 8
Sageworth Trust Co of South Dakota 8
HighVista Strategies LLC 8
Solaris Asset Management Llc 8
FT Options LLC 8
Bienville Capital Management, LLC 8
Calamos Wealth Management LLC 8
Rockefeller Financial Services Inc 8
McKinley Carter Wealth Services, Inc. 8
Cornerstone Financial Management LLC 8
Braun Stacey Associates Inc 8
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 8
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 8
Baltimore-Washington Financial Advisors, Inc. 8
Security National Trust Co 8
Absoluto Partners Gestao de Recursos Ltda 8
Laird Norton Trust Company, Llc 8
Safeguard Investment Advisory Group, LLC 8
Compass Wealth Management LLC 8
Altus Wealth Group LLC 8
IAG Wealth Partners, LLC 8
Allegheny Financial Group LTD 8
Manning & Napier Advisors Llc 8
Malaga Cove Capital, LLC 8
Fiduciary Trust Co 8
Ellsworth Advisors, LLC 8
Franklin Street Advisors Inc /nc 8
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 8
Dalton Greiner Hartman Maher & Co 8
Accel Wealth Management 8
Clearview Wealth Advisors LLC 8
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 8
Country Trust Bank 8
STXG - EA Series Trust - Strive 1000 Growth ETF 8
Jeppson Wealth Management, Llc 8
Indiana Trust & Investment Management CO 8
New England Research & Management, Inc. 8
Stock Yards Bank & Trust Co 8
CT Financial Advisors LLC 8
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 8
Gulf International Bank (UK) Ltd 8
Voya Financial Advisors, Inc. 8
Df Dent & Co Inc 8
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 8
EP Wealth Advisors, Inc. 8
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 8
Avalon Trust Co 8
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 8
Riverview Trust Co 8
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 8
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 8
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 8
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 8
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 8
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 8
Comerica Securities Inc 8
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 8
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 8
Stanley-Laman Group, Ltd. 8
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 8
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 8
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF 8
Advisory Alpha, LLC 8
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 8
Schechter Investment Advisors, LLC 8
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 8
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 8
Livforsakringsbolaget Skandia, Omsesidigt 8
Cornerstone Investment Partners, LLC 8
Winton Capital Management Ltd 8
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 8
Capital Guardian Trust Co 8
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 8
Piershale Financial Group, Inc. 8
Verus Capital Partners, Llc 8
Nemes Rush Group LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 8
Wealth Quarterback LLC 8
Addison Clark Management, L.l.c. 8
Haafor (Singapore) Pte. Ltd. 8
De Burlo Group Inc 8
Meiji Yasuda Asset Management Co Ltd. 8
Pacific Capital Wealth Advisors, Inc 8
Kepos Capital LP 8
Invenomic Capital Management LP 8
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 8
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 8
Bradley Foster & Sargent Inc/ct 8
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 8
Samalin Investment Counsel, LLC 8
Foresters Investment Management Company, Inc. 8
Atticus Wealth Management, Llc 8
Cfm Wealth Partners Llc 8
Verdence Capital Advisors LLC 8
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 8
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 8
Garton & Associates Financial Advisors LLC 8
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 8
Next Capital Management LLC 8
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 8
Old Second National Bank Of Aurora 8
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 8
Blackstone Group Inc 8
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 8
Bruce G. Allen Investments, LLC 8
Matarin Capital Management, LLC 8
Carmignac Gestion 8
Mcguire Capital Advisors Inc 8
MidFirst Bank 8
Sapient Capital Llc 8
Lecap Asset Management Ltd 8
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 8
Wetzel Investment Advisors, Inc. 8
Twin Capital Management Inc 8
Crawford Investment Counsel Inc 8
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 8
Financial Counselors Inc 8
Graticule Asia Macro Advisors LLC 8
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 8
RK Capital Management, LLC 8
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 8
Unique Wealth Strategies, LLC 8
Psagot Investment House Ltd. 8
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 8
Adams Diversified Equity Fund, Inc. 8
Cornerstone Wealth Management, LLC 8
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 8
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 8
Lomas Capital Management, LLC 8
Alpine Woods Capital Investors, Llc 8
Greenwood Capital Associates Llc 8
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 8
VCBCX - VALIC Co I - Blue Chip Growth Fund 8
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 8
TCTC Holdings, LLC 8
Atika Capital Management LLC 8
Hatteras Funds, LLC 8
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 8
Lombard Odier Asset Management (Switzerland) SA 8
Bronson Point Management LLC 8
Abich Financial Wealth Management LLC 8
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 8
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 8
13D Management LLC 8
Sumitomo Life Insurance Co 8
Financial Network Wealth Advisors LLC 8
Dogwood Wealth Management LLC 8
Stifel Nicolaus & Co Inc \mo\ 8
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 8
Pacific Alternative Asset Management Company, Llc 8
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 8
Planning Capital Management Corp 8
NatWest Group plc 8
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 8
Allegis Investment Advisors, LLC 8
Physicians Financial Services, Inc. 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
Perbak Capital Partners LLP 8
Mpwm Advisory Solutions, Llc 8
Creekmur Asset Management LLC 8
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 8
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 8
Caldwell Securities, Inc 8
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 8
Groupe la Francaise 8
Davidson Kempner Capital Management LLC 8
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 8
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 8
Coronation Fund Managers Ltd. 8
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 8
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 8
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 8
Credit Industriel Et Commercial 8
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 8
Rock Creek Group, LP 8
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 8
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 8
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 8
MLPIX - Profunds - Mid-cap Value Profund Investor Class 8
First Command Financial Services, Inc. 8
Chiron Investment Management, LLC 8
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 8
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 8
Capital International Sarl 8
Innovative Asset Advisors Group, LLC 8
Glenview Trust Co 8
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 8
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 8
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 8
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 8
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 8
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 8
Bennett Lawrence Management L L C/ny 8
Miller Value Partners, Llc 8
Fortis Advisors, LLC 8
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 8
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 8
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 8
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 8
Keeley-Teton Advisors, LLC 8
Achmea Investment Management B.V. 8
Lynx Investment Advisory 8
Independent Financial Group, Llc 8
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 8
Corsair Capital Management, L.p. 8
Summit X, LLC 8
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 8
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 8
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 8
Intentional Wealth Strategies, LLC 8
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 8
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 8
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 8
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 8
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 8
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 8
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 8
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 8
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 8
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 8
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 8
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 8
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 8
Royal London Asset Management Ltd 8
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 8
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 8
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 8
Voya Global Advantage & Premium Opportunity Fund 8
Voya Senior Income Fund 8
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 8
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 8
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 8
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 8
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 8
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 8
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 8
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 8
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 8
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 8
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 8
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 8
Arrowgrass Capital Partners (us) Lp 8
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 8
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 8
Griffin Institutional Access Credit Fund 8
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 8
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 8
Nuveen Nasdaq 100 Dynamic Overwrite Fund 8
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 8
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 8
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 8
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 8
Dfa Investment Trust Co - The Japanese Small Company Series 8
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 8
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 8
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 8
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 8
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 8
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 8
Dialectic Capital Management, Lp 8
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 8
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 8
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 8
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 8
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 8
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 8
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 8
Transamerica Partners Portfolios 8
Transamerica Partners Funds Group Ii 8
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 8
Transamerica Partners Funds Group 8
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 8
Principia Wealth Advisory, LLC 8
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 8
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 8
Royce Value Trust Inc 8
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 8
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 8
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 8
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 8
Pacitti Group Inc. 8
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 8
Voss Capital, LLC 8
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 8
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 8
Profunds - Profund Vp Consumer Services 8
Profunds - Profund Vp Mid-cap Value 8
Amica Mutual Insurance Co 8
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 8
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 8
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 8
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 8
Baillie Gifford & Co 8
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 8
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 8
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 8
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 8
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 8
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 8
SLIM - Janus Detroit Street Trust - The Obesity ETF 8
Advent Claymore Convertible Securities & Income Fund 8
Cardinal Capital Management Llc /ct 8
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 8
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 8
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 8
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 8
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 8
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 8
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 8
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 8
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 8
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 8
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 8
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 8
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 8
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 8
PENN SERIES FUNDS INC - Small Cap Value Fund 8
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 8
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 8
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 8
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 8
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 8
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 8
Arden Trust Co 8
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 8
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 8
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 8
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 8
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 8
Western Asset High Income Opportunity Fund Inc. 8
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 8
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 8
Ab Pooling Portfolios 8
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 8
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 8
Claraphi Advisory Network, LLC 8
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 8
WealthStone, Inc. 8
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 8
Squar Milner Financial Services Llc 8
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 8
Independence Bank of Kentucky 8
Shaolin Capital Management LLC 8
Gryphon Financial Partners LLC 8
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 8
Carillon Tower Advisers, Inc. 8
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 8
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 8
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 8
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 8
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 8
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 8
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 8
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 8
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 8
Liberty Wealth Management Llc 8
Solstein Capital, LLC 8
Saba Capital Management, L.P. 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 8
Wagner Wealth Management, Llc 8
Certified Advisory Corp 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 8
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 8
Executive Wealth Management, LLC 8
Elo Mutual Pension Insurance Co 8
D1 Capital Partners L.P. 8
Voleon Capital Management Lp 8
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 8
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 8
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 8
Aj Wealth Strategies, Llc 8
Human Investing LLC 8
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 8
Equitable Trust Co 8
Worldquant Millennium Advisors Llc 8
MML Series Investment Fund II - MML Equity Rotation Fund Class II 8
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 8
AIA Group Ltd 8
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 8
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 8
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 8
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 8
Pensionmark Financial Group, Llc 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 8
Allred Capital Management, LLC 8
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 8
Summit Financial, LLC 8
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 8
NJ State Employees Deferred Compensation Plan 8
Intact Investment Management Inc. 8
First Western Capital Management Co 8
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 8
ICA Group Wealth Management, LLC 8
Colonial Trust Advisors 8
Romano Brothers And Company 8
Cranbrook Wealth Management, LLC 8
Mark Sheptoff Financial Planning, Llc 8
Vise Technologies, Inc. 8
Econ Financial Services Corp 7
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 7
SOA Wealth Advisors, LLC. 7
CR Intrinsic Investors, LLC 7
Kingswood Wealth Advisors, Llc 7
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 7
Crown Advisors Management, Inc. 7
Argent Advisors, Inc. 7
Register Financial Advisors LLC 7
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 7
Premier Fund Managers Ltd 7
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 7
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 7
Harvard Management Co Inc 7
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 7
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 7
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 7
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 7
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 7
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 7
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 7
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 7
Mill Creek Capital Advisors, LLC 7
Apex Capital Management 7
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 7
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 7
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund 7
PCJ Investment Counsel Ltd. 7
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 7
Ogorek Anthony Joseph /ny/ /adv 7
Beech Hill Advisors, Inc. 7
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 7
CCMG - EA Series Trust - CCM Global Equity ETF 7
Kowal Investment Group, LLC 7
Journey Strategic Wealth Llc 7
Banco de Sabadell, S.A 7
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 7
Bell Rock Capital Llc 7
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 7
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 7
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 7
IMA Wealth, Inc. 7
Voya Global Equity Dividend & Premium Opportunity Fund 7
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 7
Infusive Asset Management Inc. 7
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 7
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 7
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 7
Groupama Asset Managment 7
Kessler Investment Group, LLC 7
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 7
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 7
Financial Engines Advisors L.L.C. 7
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 7
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 7
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 7
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 7
HighMark Wealth Management LLC 7
Cumberland Partners Ltd 7
Measured Wealth Private Client Group, LLC 7
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 7
Sugarloaf Wealth Management, LLC 7
Ghisallo Capital Management LLC 7
Easterly Investment Partners Llc 7
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 7
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 7
VARCOV Co. 7
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 7
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 7
Glass Jacobson Investment Advisors llc 7
Metis Global Partners, LLC 7
Kimelman & Baird, LLC 7
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 7
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 7
Western Asset Global High Income Fund Inc. 7
Walker Asset Management, LLC 7
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 7
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 7
SummerHaven Investment Management, LLC 7
Aviance Capital Partners, LLC 7
Murphy & Mullick Capital Management Corp 7
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 7
Citizens National Bank Trust Department 7
Charter Oak Capital Management, LLC 7
Howard Hughes Medical Institute 7
Luxor Capital Group, LP 7
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 7
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 7
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF 7
Woodson Capital Management, LP 7
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 7
Sheets Smith Wealth Management 7
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 7
Fort Point Capital Partners LLC 7
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 7
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 7
Perimeter Capital Partners, LLC 7
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 7
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 7
Primecap Management Co/ca/ 7
Lebenthal Global Advisors, LLC 7
Blue Bell Private Wealth Management, Llc 7
Oder Investment Management, LLC 7
StoneX Group Inc. 7
National Pension Service 7
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 7
City State Bank 7
Community Financial Services Group, LLC 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 7
Cohen Capital Management, Inc. 7
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 7
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 7
Leverage Partners Absolute Return Fund SPC 7
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 7
Symmetry Investments LP 7
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 7
Aptus Capital Advisors, LLC 7
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 7
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 7
Nuveen Floating Rate Income Opportunity Fund 7
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 7
SeaTown Holdings Pte. Ltd. 7
Donald L. Hagan, LLC 7
Industrial Alliance Investment Management Inc. 7
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 7
Cowa, Llc 7
Pathway Financial Advisers, LLC 7
St Germain D J Co Inc 7
Providence Capital Advisors, LLC 7
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 7
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 7
Mizuho Markets Americas Llc 7
Rosenberg Matthew Hamilton 7
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 7
Investment Counselors Of Maryland Llc 7
Putnam Premier Income Trust 7
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 7
Fruth Investment Management 7
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 7
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 7
Greenleaf Trust 7
DV Trading LLC 7
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 7
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 7
Black Swift Group, LLC 7
Kiley Juergens Wealth Management, Llc 7
tru Independence LLC 7
VCULX - VALIC Co I - Growth Fund 7
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 7
Liberty All Star Growth Fund Inc. 7
Amici Capital, LLC 7
IMS Capital Management 7
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 7
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 7
Amica Retiree Medical Trust 7
Lee Danner & Bass Inc 7
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 7
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 7
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 7
Clearbridge, Llc 7
St. Johns Investment Management Company, LLC 7
GoalVest Advisory LLC 7
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 7
Fir Tree Capital Management Lp 7
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 7
Coastline Trust Co 7
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 7
Woodmont Investment Counsel Llc 7
Private Wealth Asset Management, LLC 7
AQGNX - AQR Funds - AQR Global Equity Fund Class N 7
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 7
Scissortail Wealth Management, LLC 7
Ostrum Asset Management 7
Nalls Sherbakoff Group, Llc 7
Frec Markets, Inc. 7
Telemus Capital, Llc 7
Oak Harvest Investment Services 7
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 7
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 7
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 7
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 7
Perkins Coie Trust Co 7
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 7
Mariner Investment Group Llc 7
Alphasimplex Group, Llc 7
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 7
Barometer Capital Management Inc. 7
BlackRock Capital Allocation Trust 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 7
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 7
Chesapeake Asset Management Llc 7
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 7
Dakota Wealth Management 7
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 7
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 7
Burns J W & Co Inc/ny 7
Beacon Capital Management, LLC 7
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 7
Corbenic Partners LLC 7
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 7
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 7
Destination Wealth Management 7
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 7
Parisi Gray Wealth Management 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
Daiwa SB Investments Ltd. 7
SevenBridge Financial Group, LLC 7
Horan Capital Advisors, LLC. 7
12 West Capital Management LP 7
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 7
Bluefin Capital Management, Llc 7
Night Squared LP 7
Sit Investment Associates Inc 7
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 7
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 7
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 7
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 7
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 7
Oaktree Capital Management Lp 7
First Pacific Financial 7
TAP Consulting, LLC 7
KIFAX - Forward Funds - Salient Select Income Fund Class A 7
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 7
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 7
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 7
TrimTabs Asset Management, LLC 7
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 7
Greenhouse Funds LLLP 7
MERVX - MERGER FUND VL - The Merger Fund VL 7
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 7
V-Square Quantitative Management LLC 7
Nantahala Capital Management, LLC 7
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 7
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 7
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 7
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF 7
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 7
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 7
Blue Clay Capital Management, LLC 7
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 7
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 7
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 7
Gladstone Institutional Advisory LLC 7
Pacific Center for Financial Services 7
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 7
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 7
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 7
SWAN Capital LLC 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 7
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 7
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 7
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 7
Winfield Associates, Inc. 7
Forward Management, LLC 7
BRC Investment Management LLC 7
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 7
Optima Capital Llc 7
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 7
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 7
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 7
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 7
Hilltop National Bank 7
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 7
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 7
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 7
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 7
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 7
First Command Bank 7
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 7
Senator Investment Group LP 7
Bowling Portfolio Management LLC 7
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 7
Wall Street Access Asset Management, LLC 7
Ssi Investment Management Llc 7
Nilsine Partners, LLC 7
WUSAX - WANGER ADVISORS TRUST - Wanger USA 7
Southeast Asset Advisors Inc. 7
Ironwood Financial, llc 7
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 7
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 7
Tucker Asset Management Llc 7
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
Atlantic Union Bankshares Corp 7
Bridges Investment Management Inc 7
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 7
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 7
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 7
Willingdon Wealth Management 7
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 7
United Community Bank 7
Uncommon Cents Investing LLC 7
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 7
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 7
Qrg Capital Management, Inc. 7
Frank, Rimerman Advisors LLC 7
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 7
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 7
Oarsman Capital, Inc. 7
Polaris Wealth Advisory Group, LLC 7
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 7
Credential Securities Inc. 7
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 7
Abn Amro Investment Solutions 7
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 7
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 7
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 7
Tlp Group Llc 7
Cornerstone Advisory, LLC 7
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 7
Midwest Trust Co 7
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 7
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 7
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 7
Taproot Management LP 7
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 7
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 7
Proffitt & Goodson Inc 7
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 7
Delta Lloyd Nv 7
EFG International AG 7
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 7
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 7
McGlone Suttner Wealth Management, Inc. 7
Main Street Group, LTD 7
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 7
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 7
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 7
Ritter Daniher Financial Advisory LLC / DE 7
BOK Financial Private Wealth, Inc. 7
Reuter James Wealth Management, Llc 7
W.G. Shaheen & Associates DBA Whitney & Co 7
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7
Opus Capital Group, LLC 7
D. Scott Neal, Inc. 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 7
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 7
Wedmont Private Capital 7
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 7
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 7
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 7
Dorsey & Whitney Trust CO LLC 7
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 7
1060 Capital, LLC 7
Howland Capital Management Llc 7
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 7
Engine Capital Management, LP 7
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 7
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 7
Israel Discount Bank of New York 7
Charter Trust Co 7
Calton & Associates, Inc. 7
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 7
Capstone Series Fund Inc 7
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 7
Studio Investment Management Llc 7
Sepio Capital, LP 7
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 7
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 7
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 7
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 7
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 7
Wintrust Investments Llc 7
Dynamic Capital Management Ltd 7
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 7
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 7
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 7
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 7
Nichols Asset Management LLC 7
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 7
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 7
AMG National Trust Bank 7
Summit Partners Public Asset Management, Llc 7
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 7
M&G Plc 7
Acumen Wealth Advisors, LLC 7
Thrax Management, LLC 7
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 7
Arbor Capital Management Llc 7
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 7
Gmt Capital Corp 7
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 7
Meitav Dash Investments Ltd 7
McElhenny Sheffield Capital Management, LLC 7
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 7
Integrated Core Strategies (us) Llc 7
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 7
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 7
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 7
Wright Investors Service Inc 7
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 7
Manchester Financial Inc 7
Wrapmanager Inc 7
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 7
J. Safra Sarasin Holding AG 7
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 7
Chicago Capital Management, LLC 7
Budros, Ruhlin & Roe, Inc. 7
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 7
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 7
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 7
Hook Mill Capital Partners, LP 7
Camden Capital, LLC 7
Braun-Bostich & Associates Inc. 7
Alliancebernstein Global High Income Fund Inc 7
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 7
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 7
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 7
Capital Advisors Inc/ok 7
GFS Advisors, LLC 7
Tiaa, Fsb 7
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 7
Mount Lucas Management LP 7
Oak Ridge Investments Llc 7
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 7
Ahrens Investment Partners LLC 7
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 7
Ashton Thomas Securities, Llc 7
Ferris Capital, Llc 7
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 7
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 7
Marks Group Wealth Management, Inc 7
CBIZ Investment Advisory Services, LLC 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 7
Claro Advisors LLC 7
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 7
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 7
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 7
RHJ International SA 7
Geneva Capital Management Llc 7
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 7
Savior LLC 7
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 7
Kehrs Ridge Capital,LLC 7
Nuveen Multi-Asset Income Fund 7
Altshuler Shaham Ltd 7
Safe Harbor Fiduciary, LLC 7
Linden Advisors Lp 7
Wilmington Trust, National Association 7
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 7
Laffer Investments 7
Delos Wealth Advisors, LLC 7
Costello Asset Management, INC 7
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 7
Rathbone Brothers plc 7
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 7
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 7
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 7
Byrne Asset Management LLC 7
Li Winifred I 7
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 7
Gratia Capital, Llc 7
Signature Resources Capital Management, LLC 7
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 7
USS Investment Management Ltd 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 7
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 7
Atlas Capital Advisors Llc 7
Redwood Wealth Management Group, LLC 7
New Wave Wealth Advisors Llc 7
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 7
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 7
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 7
Capital Impact Advisors, LLC 7
Vision Retirement, LLC 7
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 7
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 7
Q Global Advisors, LLC 7
Capital Analysts, Inc. 7
Gruber & Mcbaine Capital Management Llc 7
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 7
Iridian Asset Management Llc/ct 7
Monetary Management Group Inc 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 7
Swedbank AB 7
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 7
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 7
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 7
Game Plan Financial Advisors, LLC 7
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 7
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 7
Stonehage Fleming Financial Services Holdings Ltd 7
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 7
Bolton Lp 7
Seeyond 7
Affinity Investment Advisors, Llc 7
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 7
Old North State Trust, LLC 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 7
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 7
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 7
Arlington Partners LLC 7
Zullo Investment Group, Inc. 7
White Pine Capital Llc 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 7
BlackRock Private Investments Fund 7
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 7
High Net Worth Advisory Group LLC 7
JMAEX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Securitized Debt Portfolio 7
Pallas Capital Advisors LLC 7
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 7
VisionPoint Advisory Group, LLC 7
Kathmere Capital Management, LLC 7
DC Investments Management, LLC 7
Gerstein Fisher 7
Kovack Advisors, Inc. 7
Gerber Kawasaki Wealth & Investment Management 7
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 7
Nokota Management, LP 7
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 7
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 7
Nvwm, Llc 7
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 7
Naples Money Management LLC 7
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 7
Evermay Wealth Management Llc 7
Cambria Investment Management, L.P. 7
Jackson, Grant Investment Advisers, Inc. 7
Marino, Stram & Associates Llc 7
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 7
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 7
First City Capital Management, Inc. 7
Ingalls & Snyder Llc 7
Trust Co Of Toledo Na /oh/ 7
Periscope Capital Inc. 7
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 7
N.E.W. Advisory Services LLC 7
Scoria Capital Partners LP 7
Cutter & CO Brokerage, Inc. 7
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 7
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 7
Retirement Wealth Solutions LLC 7
AMF Pensionsforsakring AB 7
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 7
AIA Investment Management Private Ltd 7
Tiedemann Advisors, Llc 7
Ronald Blue & Co Llc 7
MBM Wealth Consultants, LLC 7
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 7
First National Bank Sioux Falls 7
Capital Advisory Group Advisory Services, LLC 7
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 7
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 7
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 7
Keebeck Wealth Management, LLC 7
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 7
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund 7
Blackrock Floating Rate Income Trust 7
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 7
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 7
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 7
Well Done, LLC 7
Zwj Investment Counsel Inc 7
SEB Asset Management AB 7
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 7
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 7
Us Financial Advisors, Llc 7
Andra AP-fonden 7
Hudock, Inc. 7
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Hedged Advantage ETF 7
Red Door Wealth Management, LLC 7
Empirical Finance, LLC 7
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 7
Bryce Point Capital, LLC 7
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 7
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 7
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 7
Adviser Investments LLC 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 7
American National Insurance Co /tx/ 6
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 6
Gyl Financial Synergies, Llc 6
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 6
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 6
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 6
Tourbillon Capital Partners, L.P. 6
Bayban 6
Gilliland Jeter Wealth Management LLC 6
NuWave Investment Management, LLC 6
Institute for Wealth Management, LLC. 6
AMCPX - AMCAP FUND - AMCAP FUND Class A 6
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 6
Kalmar Investments Inc /de/ 6
D L Carlson Investment Group Inc 6
Criterion Capital Advisors, Llc 6
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 6
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 6
Harwood Advisory Group, LLC 6
Morningstar Investment Management LLC 6
Aspire Private Capital, LLC 6
Cascade Investment Advisors, Inc. 6
Guerra Advisors Inc 6
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 6
Aberdeen Asset Management Plc/uk 6
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 6
Hoey Investments, Inc 6
Cullen Investment Group, Ltd. 6
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 6
Redpoint Investment Management Pty Ltd 6
Private Advisors, LLC 6
Hallmark Capital Management Inc 6
NorthRock Partners, LLC 6
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 6
Reyes Financial Architecture, Inc. 6
Cavalier Investments, LLC 6
Focus Financial Network, Inc. 6
Simmons Bank 6
Warberg Asset Management LLC 6
AustralianSuper Pty Ltd 6
Bnp Paribas 6
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 6
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 6
Norway Savings Bank 6
American Trust 6
Mascoma Wealth Management LLC 6
Pflug Koory, LLC 6
Kohmann Bosshard Financial Services, LLC 6
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 6
Forsta Ap-fonden 6
Farmers & Merchants Trust Co of Chambersburg PA 6
J.Safra Asset Management Corp 6
Cary Street Partners Financial Llc 6
Capital International Ltd /ca/ 6
Burnham Asset Management Corp /ny/ 6
Valued Wealth Advisors LLC 6
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 6
Perennial Advisors, LLC 6
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 6
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 6
Dreman Value Management, L L C 6
BRACX - Blackrock Allocation Target Shares - Bats Series C 6
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 6
MML Series Investment Fund II - MML Blend Fund Initial Class 6
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 6
Artal Group S.A. 6
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 6
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 6
Pinebridge Investments Llc 6
Financial Advisors Network, Inc. 6
Mastrapasqua Asset Management Inc 6
Syntal Capital Partners, LLC 6
Symmetry Partners, LLC 6
Quest Investment Management Llc 6
Mowery & Schoenfeld Wealth Management, LLC 6
Raiffeisen Bank International AG 6
Mascagni Wealth Management, Inc. 6
Arbiter Partners Capital Management LLC 6
Adirondack Trust Co 6
Raab & Moskowitz Asset Management LLC 6
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 6
Starboard Value LP 6
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 6
Total Investment Management Inc 6
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 6
Southern Michigan Bank & Trust 6
Gen-Wealth Partners Inc 6
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 6
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 6
Foundations Investment Advisors, LLC 6
Mn Services Vermogensbeheer B.V. 6
Clear Point Advisors Inc. 6
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 6
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 6
Moloney Securities Asset Management, LLC 6
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 6
Dai-Ichi Life Insurance Company, Ltd 6
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 6
New York Life Trust Co 6
Perella Weinberg Partners Capital Management LP 6
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 6
Kalos Management, Inc. 6
Motiv8 Investments LLC 6
Castle Hook Partners LP 6
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 6
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 6
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 6
Standard Life Investments LTD 6
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 6
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 6
Ativo Capital Management LLC 6
Worth Venture Partners, LLC 6
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 6
IFM Investors Pty Ltd 6
Private Capital Management, LLC 6
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 6
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 6
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 6
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 6
Almanack Investment Partners, LLC. 6
Infrastructure Capital Advisors, Llc 6
Knollwood Investment Advisory, LLC 6
TENOR CAPITAL MANAGEMENT Co., L.P. 6
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 6
Price Michael F 6
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 6
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 6
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 6
Estabrook Capital Management 6
JW Asset Management, LLC 6
Heritage Trust Co 6
Hirtle Callaghan & Co LLC 6
Quest 10 Wealth Builders, Inc. 6
Tiaa Trust, National Association 6
Pacifica Partners Inc. 6
Sterling Investment Advisors, Ltd. 6
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 6
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 6
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 6
Leelyn Smith, LLC 6
Kelly Financial Services LLC 6
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 6
Gilbert & Cook, Inc. 6
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 6
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 6
Steel Peak Wealth Management LLC 6
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 6
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 6
Simply Money Advisors 6
Great Diamond Partners, LLC 6
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 6
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 6
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 6
Bridge City Capital, LLC 6
GFG Capital, LLC 6
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 6
Islay Capital Management, Llc 6
Sagespring Wealth Partners, Llc 6
HGC Investment Management Inc. 6
Horizon Bancorp Inc /in/ 6
Altfest L J & Co Inc 6
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 6
Frontier Wealth Management LLC 6
Valentine Capital Asset Management, Inc. 6
Donoghue Forlines LLC 6
Canton Hathaway, LLC 6
MPS Loria Financial Planners, LLC 6
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 6
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 6
American Financial Network Advisory Services Llc 6
Selective Wealth Management, Inc. 6
Legacy Advisors, LLC 6
BlackRock ETF Trust II - BlackRock Flexible Income ETF 6
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 6
Cito Capital Group, LLC 6
Bp Plc 6
DecisionPoint Financial, LLC 6
Wealth Alliance 6
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 6
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 6
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
L2 Asset Management, LLC 6
Blume Capital Management, Inc. 6
Heritage Financial Services, LLC 6
Penn Mutual Asset Management, LLC 6
Optimize Financial Inc 6
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 6
Smith, Salley & Associates 6
Palouse Capital Management, Inc. 6
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 6
North Capital, Inc. 6
Global Trust Asset Management, LLC 6
EPG Wealth Management LLC 6
Global Thematic Partners, LLC 6
GM Advisory Group, Inc. 6
Waterfront Capital Partners, LLC 6
Invesco Senior Loan Fund 6
Invesco High Income Trust Ii 6
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 6
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 6
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 6
Sfmg, Llc 6
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 6
Mitchell Capital Management Co 6
Dv Equities, Llc 6
LVW Advisors, LLC 6
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 6
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 6
CPSIX - Unified Series Trust - Fci Bond Fund 6
Regent Peak Wealth Advisors LLC 6
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 6
Invesco Senior Income Trust 6
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 6
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 6
S. Muoio & Co. Llc 6
Howard Financial Services, Ltd. 6
Fairfield, Bush & Co. 6
Great Lakes Retirement, Inc. 6
Transcend Wealth Collective, Llc 6
Stephenson National Bank & Trust 6
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 6
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 6
RWC Asset Management LLP 6
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 6
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 6
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 6
AlphaOne Investment Services, LLC 6
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 6
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 6
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 6
Hills Bank & Trust Co 6
Brick & Kyle, Associates 6
Vectors Research Management, LLC 6
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 6
Friedenthal Financial 6
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 6
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 6
TIAA Wealth Investment Management LLC 6
Arabesque Asset Management Ltd 6
F&C Asset Management plc 6
Impact Partnership Wealth, LLC 6
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 6
Iron Financial, LLC 6
Resources Management Corp /ct/ /adv 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 6
Smith, Moore & Co. 6
Blackrock Floating Rate Income Strategies Fund, Inc. 6
Owl Creek Asset Management, L.P. 6
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 6
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 6
Pennsylvania Trust Co 6
Symphony Financial, Ltd. Co. 6
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 6
QUANTRES ASSET MANAGEMENT Ltd 6
Nuveen Senior Income Fund 6
Morgan Dempsey Capital Management Llc 6
Redhawk Wealth Advisors, Inc. 6
Nuveen Short Duration Credit Opportunities Fund 6
Davis Capital Management 6
Triton Wealth Management, PLLC 6
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 6
Cambiar Investors Llc 6
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 6
Jackson Square Capital, Llc 6
Amica Pension Fund Board Of Trustees 6
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 6
FAINX - MSS Series Trust - Fallen Angels Income Fund 6
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 6
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 6
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 6
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 6
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 6
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 6
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 6
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 6
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 6
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 6
Nova Wealth Management, Inc. 6
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 6
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 6
Stonebridge Capital Management Inc 6
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 6
Ninety One UK Ltd 6
Roble, Belko & Company, Inc 6
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 6
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 6
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 6
Wealth Watch Advisors, INC 6
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 6
Core Alternative Capital 6
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 6
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 6
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 6
Argent Trust Co 6
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 6
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 6
Tiaa-cref Individual & Institutional Services, Llc 6
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 6
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 6
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 6
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 6
La Banque Postale Asset Management SA 6
Reinhart Partners, Inc. 6
Evolve Private Wealth, Llc 6
Oppenheimer Variable Account Funds 6
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 6
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 6
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 6
King Street Capital Management, L.p. 6
Trust Investment Advisors 6
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 6
PointState Capital LP 6
Nuveen Tax Advantaged Total Return Strategy Fund 6
Nuveen Diversified Dividend & Income Fund 6
Nuveen Core Equity Alpha Fund 6
Waddell & Reed Advisors Funds 6
BIGTX - Monteagle Funds - The Texas Fund Class I 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 6
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 6
Gdl Fund 6
Monimus Capital Management, Lp 6
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 6
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 6
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 6
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 6
Ofi Invest Asset Management 6
One Capital Management, LLC 6
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 6
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 6
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 6
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 6
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 6
DSAM Partners (London) Ltd 6
RBB FUND, INC. - Aquarius International Fund 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 6
Homrich & Berg 6
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 6
Winnow Wealth Llc 6
PFG Investments, LLC 6
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 6
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 6
Obermeyer Wood Investment Counsel, Lllp 6
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 6
Basso Capital Management, L.p. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 6
Zrc Wealth Management, Llc 6
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 6
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 6
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 6
Paragon Capital Management LLC 6
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 6
Beacon Investment Advisory Services, Inc. 6
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 6
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 6
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 6
Halbert Hargrove Global Advisors, Llc 6
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 6
Tobam 6
Northwest Investment Counselors, Llc 6
Kassirer Asset Management Corp 6
Modera Wealth Management, LLC 6
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 6
Carnegie Capital Asset Management, LLC 6
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 6
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 6
Thoroughbred Financial Services, Llc 6
Park National Corp /oh/ 6
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 6
Holloway Wealth Management, LLC 6
Fulton Bank, N.a. 6
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 6
Tennessee Valley Asset Management Partners 6
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 6
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 6
Ellis Investment Partners, LLC 6
Axiom Investment Management LLC 6
First Trust High Yield Opportunities 2027 Term Fund 6
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 6
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 6
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 6
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 6
Hilton Capital Management, LLC 6
Marathon Partners Equity Management, LLC 6
British Airways Pensions Investment Management Ltd 6
Nkcfo Llc 6
RVRB - ADVISORS SERIES TRUST - Reverb ETF 6
Blackrock 2022 Global Income Opportunity Trust 6
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 6
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 6
Sierra Ocean, Llc 6
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 6
Bulldog Investors, LLP 6
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 6
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 6
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 6
MBOVX - M FUND INC - M Large Cap Value Fund 6
Miracle Mile Advisors, LLC 6
Exchange Capital Management, Inc. 6
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 6
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 6
Wade G W & Inc 6
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 6
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 6
Ilmarinen Mutual Pension Insurance Co 6
Abc Arbitrage Sa 6
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 6
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 6
McClarren Financial Advisors, Inc. 6
Smallwood Wealth Investment Management, LLC 6
Quotient Investors, LLC 6
First American Bank 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 6
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 6
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 6
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 6
Elevation Series Trust - RiverNorth Patriot ETF 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 6
Addison Advisors LLC 6
Investors Portfolio Services LLC 6
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 6
Williams Jones Wealth Management, LLC. 6
DCM Advisors, LLC 6
Personal Cfo Solutions, Llc 6
Delaware Enhanced Global Dividend & Income Fund 6
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 6
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 6
General Electric Co 6
Waycross Partners, Llc 6
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 6
YANKCOM Partnership 6
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 6
Liontrust Investment Partners LLP 6
Annapolis Financial Services, LLC 6
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 6
Family Firm, Inc. 6
Iberiabank Corp 6
Longboard Asset Management, LP 6
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 6
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 6
TCG Advisory Services, LLC 6
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 6
Beck Capital Management, Llc 6
CenturyLink Investment Management Co 6
Mcdonald Partners Llc 6
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 6
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 6
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 6
Portman Square Capital LLP 6
Torch Wealth Management LLC 6
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 6
Blackrock Master Llc 6
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 6
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 6
McMillan Office, Inc. 6
Impala Asset Management LLC 6
Global Income Builder Portfolio - Global Income Builder Portfolio 6
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 6
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 6
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 6
Investment Management Corp of Ontario 6
Standard Family Office LLC 6
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 6
Mathes Company, Inc. 6
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 6
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 6
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 6
Plaisance Capital LLC 6
Eaton Vance Short Duration Diversified Income Fund 6
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
RiverPark Advisors, LLC 6
Nokomis Capital, L.L.C. 6
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 6
SkyView Investment Advisors, LLC 6
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 6
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 6
Heck Capital Advisors, LLC 6
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 6
Financial Enhancement Group LLC 6
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 6
3G Capital Partners LP 6
Timelo Investment Management Inc. 6
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 6
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 6
Ipswich Investment Management Co., Inc. 6
Bray Capital Advisors 6
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 6
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 6
Basepoint Wealth LLC 6
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 6
D'Orazio & Associates, Inc. 6
Fortis Capital Advisors, LLC 6
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 6
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 6
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 6
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 6
Systematic Alpha Investments, LLC 6
Achievement Holdings L.P. 6
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 6
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 6
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 6
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 6
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 6
Personal Wealth Partners 6
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 6
Corvex Management LP 6
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 6
Western Asset Global Corporate Defined Opportunity Fund Inc. 6
Conning Inc. 6
Wells Fargo Multi-sector Income Fund 6
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 6
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 6
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 6
Bank Of Hawaii 6
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 6
Wells Fargo Income Opportunities Fund 6
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 6
Hennion & Walsh Asset Management, Inc. 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 6
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 6
Alphagen Securities Llc 6
Nfj Investment Group, Llc 6
Waldron Private Wealth LLC 6
Mountain Pacific Investment Advisers Inc/id 6
United Financial Planning Group LLC 6
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 6
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 6
Kb Financial Partners, Llc 6
TIG Advisors, LLC 6
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 6
FSC Wealth Advisors, LLC 6
Calamos Strategic Total Return Fund 6
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 6
Twin Securities, Inc. 6
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 6
Westend Capital Management LLC 6
Soviero Asset Management, LP 6
Heritage Wealth Management, Llc 6
Courage Capital Management Llc 6
Meiji Yasuda Life Insurance Co 6
Taurus Asset Management, Llc 6
Greenland Capital Management LP 6
Dearborn Partners Llc 6
Oasis Management Co Ltd. 6
My Personal CFO, LLC 6
Relative Value Fund 6
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 6
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 6
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 6
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 6
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 6
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 6
BancorpSouth Inc 6
Buckingham Capital Management Inc 6
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 6
Steinberg Global Asset Management 6
Griffin Asset Management, Inc. 6
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 6
Fideuram Asset Management (Ireland) dac 6
Nicolet Bankshares Inc 6
Meramec Financial Planners, LLC 6
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 6
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 6
Sii Investments Inc/wi 6
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 6
Alera Investment Advisors, LLC 6
LGT Fund Management Co Ltd. 6
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 6
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 6
Western Asset Corporate Loan Fund Inc. 6
Visionary Asset Management, Inc. 6
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 6
Smith Group Asset Management, LLC 6
Cullen Capital Management, LLC 6
LGT Group Foundation 6
Monument Capital Management 6
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 6
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 6
Global Assets Advisory, LLC 6
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 6
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 6
Carmichael Hill & Associates, Inc. 6
Trilogy Capital Inc. 6
Axxcess Wealth Management, Llc 6
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 6
Tibra Equities Europe Ltd 6
Keystone Financial Group 6
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 6
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 6
Wayfinding Financial, LLC 6
DGS Capital Management, LLC 6
Absolute Capital Management, LLC 6
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 6
Desjardins Global Asset Management Inc. 6
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF 6
Carmel Capital Partners, LLC 6
Ford Financial Group, LLC 6
Meritage Portfolio Management 6
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 6
Yarbrough Capital, LLC 6
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 6
Choate Investment Advisors 6
Lodestone Wealth Management LLC 6
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 6
Kaizen Advisory, Llc 6
Missouri Trust & Investment Co 6
Field & Main Bank 6
Rokos Capital Management LLP 6
Fsb Premier Wealth Management, Inc. 6
OpenArc Corporate Advisory, LLC 6
Wellington Shields & Co., LLC 6
Alliance Wealth Advisors, LLC /UT 6
Scarborough Advisors, LLC 6
Caerus Investors, Llc 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 6
Trellus Management Company, LLC 6
Sonora Investment Management Group, LLC 6
Richard W. Paul & Associates, LLC 6
Nissay Asset Management Corp /japan/ /adv 6
Pekin Hardy Strauss, Inc. 6
Wealth Enhancement Trust Services, Inc. 6
Vaughan Nelson Investment Management, L.p. 6
First National Bank of Hutchinson 6
1st Source Bank 6
New England Capital Financial Advisors LLC 6
New Millennium Group LLC 6
Endurance Wealth Management, Inc. 6
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 6
Sender Co & Partners, Inc. 6
Montecito Bank & Trust 6
Thompson Investment Management, Inc. 6
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 6
Rachor Investment Advisory Services, LLC 6
Empirical Asset Management, LLC 6
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 6
Game Creek Capital, LP 6
BCJ Capital Management, LLC 6
PENN SERIES FUNDS INC - High Yield Bond Fund 6
Private Capital Advisors, Inc. 6
Artha Asset Management LLC 6
Joel Isaacson & Co., LLC 6
Capital Investment Advisors, LLC 6
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 6
Alta Advisers Ltd 6
Welch & Forbes Llc 6
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 6
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 6
OmniStar Financial Group, Inc. 6
Advisor Partners Llc 6
Olistico Wealth, LLC 6
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 6
CLARET ASSET MANAGEMENT Corp 6
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 6
Signature Wealth Management Group 6
Osborn Rohs Williams & Donohoe Ltd 6
PGGM Investments 6
First Heartland Consultants, Inc. 6
F3Logic, LLC 6
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 6
Claybrook Capital, LLC 6
Burt Wealth Advisors 6
Stevens First Principles Investment Advisors 6
RFP Financial Group LLC 6
Chicago Capital, LLC 6
Tuscan Ridge Asset Management Llc 6
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 6
Caz Investments Lp 6
Entrust Financial Llc 6
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 6
Gables Capital Management Inc. 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 6
Pagoda Asset Management, LP 6
Vermillion & White Wealth Management Group, LLC 6
Amerivest Investment Management LLC 6
Rocky Mountain Advisers, Llc 6
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 6
TopTier Wealth Management, LLC 6
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 6
Degroof Petercam Asset Management 6
Duquesne Family Office LLC 6
Clearfield Capital Management Lp 6
Cna Financial Corp 6
Advocacy Wealth Management Services, LLC 6
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 6
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 6
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 6
Plato Investment Management Ltd 6
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 6
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 6
Avidian Wealth Solutions, LLC 6
Coastal Bridge Advisors, LLC 6
Ashfield Capital Partners, LLC 6
Kestrel Investment Management Corp 6
REAP Financial Group, LLC 6
Redmond Asset Management, LLC 6
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 6
Cahill Financial Advisors Inc 6
Nations Financial Group Inc, /ia/ /adv 6
Silicon Valley Capital Partners 6
Hamrick Investment Counsel, llc 6
Wilmington Trust Co 6
Fiduciary Alliance LLC 6
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 6
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 6
Mandatum Life Insurance Co Ltd 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 6
Investment House Llc 6
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 6
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 6
Birinyi Associates Inc 6
Advance Capital I Inc 6
Ray Gerald L & Associates Ltd 6
Bank Of Nova Scotia Trust Co 6
Capital A Wealth Management, LLC 6
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 6
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 6
Piper Sandler & Co. 6
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 6
AlTi Global, Inc. 6
TAMRO Capital Partners LLC 6
Spectrum Wealth Counsel, LLC 6
Buckhead Capital Management Llc 6
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 6
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 6
VGLSX - VALIC Co I - Global Strategy Fund 6
Miles Capital, Inc. 6
Comprehensive Financial Consultants Institutional, Inc. 6
Snow Capital Management Lp 6
GLOBALT Investments LLC / GA 6
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
Sierra Summit Advisors Llc 6
Atlantic Edge Private Wealth Management, LLC 6
Kerrisdale Advisers, LLC 6
Savvy Advisors, Inc. 6
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 6
Pineridge Advisors LLC 6
Access Investment Management LLC 6
Prospect Capital Advisors, LLC 6
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 6
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 6
CWA Asset Management Group, LLC 6
Genesee Valley Trust Co 6
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 6
Accent Capital Management, LLC 6
Northwest Financial Advisors 6
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 6
Hitchwood Capital Management LP 6
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 6
Wealthsource Partners, Llc 6
Bragg Financial Advisors, Inc 6
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 6
Marco Investment Management Llc 6
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 6
Marshall & Sterling Wealth Advisors Inc. 6
Balter Liquid Alternatives, LLC 6
Goelzer Investment Management, Inc. 6
Motley Fool Wealth Management, LLC 6
VCSBX - VALIC Co II - Strategic Bond Fund 6
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 6
Lansforsakringar Fondforvaltning AB (publ) 6
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 6
Unigestion Holding SA 6
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 6
Cowen Prime Services LLC 6
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 6
Legg Mason Investment Counsel, LLC 6
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 6
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 6
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 5
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 5
Locust Wood Capital Advisers, LLC 5
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 5
Cordasco Financial Network 5
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 5
Legion Partners Asset Management, LLC 5
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 5
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 5
DT Investment Partners, LLC 5
Icon Wealth Advisors, LLC 5
Hoover Financial Advisors, Inc. 5
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 5
Garde Capital, Inc. 5
Sustainable Growth Advisers, LP 5
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 5
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 5
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 5
Mainstream Capital Management LLC 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 5
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 5
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 5
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 5
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 5
Triad Wealth Partners, LLC 5
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 5
Everett Harris & Co /ca/ 5
Crystal Rock Capital Management 5
44 Wealth Management Llc 5
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 5
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 5
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 5
Darwins River Capital, LP 5
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 5
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 5
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 5
Genus Capital Management Inc. 5
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 5
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 5
Invesco, Llc 5
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 5
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 5
Ibex Wealth Advisors 5
Deseret Mutual Benefit Administrators 5
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 5
Cypress Capital Management LLC (WY) 5
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 5
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 5
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 5
HS Management Partners, LLC 5
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 5
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 5
Six Columns Capital, Lp 5
Valley Brook Capital Group, Inc. 5
PGIM Short Duration High Yield Opportunities Fund 5
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 5
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 5
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 5
Mfs Multimarket Income Trust 5
Mission Creek Capital Partners, Inc. 5
Optas, LLC 5
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 5
PFG Private Wealth Management, LLC 5
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 5
McAdam, LLC 5
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 5
Beacon Capital Management, Inc. 5
Everhart Financial Group, Inc. 5
Innovis Asset Management Llc 5
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 5
Nippon Life Insurance Co 5
ASR Vermogensbeheer N.V. 5
Cvi Holdings, Llc 5
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 5
Counsel Portfolio Services Inc. 5
Ballast Advisors Llc 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 5
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 5
Resurgent Financial Advisors LLC 5
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 5
Gofen & Glossberg Llc /il/ 5
Perritt Capital Management Inc 5
Wells Fargo Utilities & High Income Fund 5
LifePlan Financial Group, Inc 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 5
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 5
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 5
Boston Financial Mangement Llc 5
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 5
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 5
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 5
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 5
Baldwin Investment Management, LLC 5
Hawk Ridge Capital Management Lp 5
Impax Asset Management Group plc 5
Triasima Portfolio Management inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 5
Newfound Research LLC 5
SignalPoint Asset Management, LLC 5
Jag Capital Management, Llc 5
InterOcean Capital, LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 5
Clarfeld Financial Advisors, Llc 5
Capital Wealth Planning, LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 5
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 5
Visionary Wealth Advisors 5
Resona Asset Management Co.,Ltd. 5
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 5
Nwq Investment Management Company, Llc 5
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 5
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 5
Clough Global Equity Fund 5
Clough Global Dividend & Income Fund 5
Satuit Capital Management Trust 5
Hunter Associates Investment Management Llc 5
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 5
Clough Global Opportunities Fund 5
Core Wealth Advisors, Inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 5
Capitolis Advisors LLC 5
LionEye Capital Management LLC 5
Morningstar Investment Services LLC 5
Kazazian Asset Management, LLC 5
Columbia Asset Management 5
Wells Fargo Global Dividend Opportunity Fund 5
Mariner Wealth Advisors-NYC, LLC 5
Seneschal Advisors, LLC 5
GROW Partners, LLC 5
Capital Group Investment Management Pte. Ltd. 5
Symons Capital Management Inc 5
Miller Howard Investments Inc /ny 5
Stone Toro Investment Advisers, LP 5
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 5
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 5
Summit Wealth & Retirement Planning, Inc. 5
Claar Advisors LLC 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 5
New Capital Management LP 5
Signal Advisors Wealth, LLC 5
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 5
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 5
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 5
PCM Encore, LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 5
Harfst & Associates, Inc. 5
Spirepoint Private Client, Llc 5
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 5
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 5
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 5
Ballew Advisors, Inc 5
Grandeur Peak Global Advisors, LLC 5
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 5
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 5
Edmond de Rothschild (Europe) 5
Delta Global Management LP 5
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 5
Schafer Cullen Capital Management Inc 5
Crescent Park Management, L.P. 5
Price Wealth Management, Inc. 5
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 5
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 5
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 5
DG Capital Management, LLC 5
SPX Equities Gestao de Recursos Ltda 5
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 5
Sierra Capital LLC 5
Biglari Capital Corp. 5
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 5
Full Sail Capital, LLC 5
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 5
Lorber David A 5
Avanza Fonder AB 5
Cheviot Value Management, LLC 5
Kentucky Retirement Systems Insurance Trust Fund 5
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 5
Trust Point Inc. 5
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 5
Rodgers Brothers Inc. 5
Headinvest, Llc 5
Y.D. More Investments Ltd 5
Clear Street Group Inc. 5
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 5
Tritonpoint Wealth, Llc 5
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 5
Lombard Odier Asset Management (Europe) Ltd 5
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 5
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 5
WoodTrust Financial Corp 5
Siemens Fonds Invest GmbH 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 5
MidWestOne Financial Group, Inc. 5
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 5
OneAscent Financial Services LLC 5
Lion Street Advisors, LLC 5
Allen Investment Management LLC 5
Oppenheimer Discovery Fund 5
Marcum Wealth, LLC 5
B. Riley Financial, Inc. 5
Radnor Capital Management, LLC 5
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 5
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 5
Harrell Investment Partners, Llc 5
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5
Bravera Wealth 5
Cox Capital Mgt LLC 5
Fernwood Investment Management, LLC 5
Legg Mason Asset Management (Japan) Co., Ltd. 5
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 5
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 5
Templeton & Phillips Capital Management, LLC 5
Coastal Capital Group, Inc. 5
Seeds Investor Llc 5
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 5
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 5
Catamount Wealth Management 5
Canyon Capital Advisors Llc 5
VHYLX - VALIC Co I - High Yield Bond Fund 5
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 5
Mizuho Markets Cayman LP 5
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 5
Dsm Capital Partners Llc 5
FUKOKU MUTUAL LIFE INSURANCE Co 5
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 5
Vista Private Wealth Partners. LLC 5
Strategic Investment Advisors / MI 5
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 5
Telemetry Investments, L.L.C. 5
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 5
Landaas & Co /wi /adv 5
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
Lafitte Capital Management LP 5
VVSGX - VALIC Co I - Small Cap Growth Fund 5
Westfuller Advisors, LLC 5
Security National Bank 5
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 5
Euclid Advisors LLC 5
Sumit Capital, Llc 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 5
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 5
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 5
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 5
Sapphire Star Partners LP 5
PNC Managed Account Solutions, Inc. 5
Lombard Odier & Cie (Canada), Limited Partnership 5
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 5
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 5
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 5
Hoxton Financial, Inc. 5
Canandaigua National Bank & Trust Co 5
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 5
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 5
Mizuho Securities Usa Llc 5
Fjarde Ap-fonden /fourth Swedish National Pension Fund 5
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 5
Allstate Investment Management Co 5
Trifecta Capital Advisors, LLC 5
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 5
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 5
Tower Bridge Advisors 5
Godshalk Welsh Capital Management, Inc. 5
Anfield Capital Management, LLC 5
Mountain Capital Investment Advisors, Inc 5
JNL SERIES TRUST - JNL Bond Index Fund (I) 5
Garda Capital Partners Lp 5
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 5
Bramshill Investments, LLC 5
Equitable Holdings, Inc. 5
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 5
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 5
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 5
Trustmark National Bank Trust Department 5
Phoenix Holdings Ltd. 5
Firestone Capital Management 5
Dagco, Inc. 5
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 5
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 5
Willis Investment Counsel 5
Burkett Financial Services, Llc 5
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 5
Bluestein R H & Co 5
Intercontinental Wealth Advisors, LLC 5
First National Bank of South Miami 5
Clarius Group, LLC 5
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 5
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 5
Acap Strategic Fund 5
Weaver Consulting Group 5
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 5
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 5
Crescent Grove Advisors, LLC 5
Oversea-Chinese Banking CORP Ltd 5
Beverly Hills Private Wealth, LLC 5
West Family Investments, Inc. 5
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 5
Thomas J. Herzfeld Advisors, Inc. 5
Insigneo Advisory Services, Llc 5
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
Cypress Asset Management Inc/tx 5
Marietta Investment Partners Llc 5
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 5
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 5
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 5
Knightsbridge Asset Management, Llc 5
World Equity Group, Inc. 5
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 5
Elevated Capital Advisors, LLC 5
Quattro Advisors LLC 5
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 5
Threadgill Financial, Llc 5
Platinum Investment Management Ltd 5
Harbor Advisors LLC 5
Mark Asset Management Lp 5
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 5
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 5
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 5
U.S. Capital Wealth Advisors, LLC 5
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 5
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 5
US Asset Management LLC 5
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 5
Azimuth Capital Management LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 5
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 5
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 5
Sarasin & Partners LLP 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 5
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 5
Breton Hill Capital Ltd. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 5
Park Square Financial Group, LLC 5
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 5
Clear Perspective Advisors, LLC 5
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 5
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 5
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 5
Circle Wealth Management, LLC 5
Bardin Hill Management Partners Lp 5
Baldrige Asset Management LLC 5
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 5
Dumont & Blake Investment Advisors Llc 5
Inscription Capital, LLC 5
Alkeon Capital Management Llc 5
Deroy & Devereaux Private Investment Counsel Inc 5
Hoplite Capital Management, L.p. 5
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 5
Vivaldi Capital Management, LLC 5
Wbh Advisory Inc 5
STRV - EA Series Trust - Strive 500 ETF 5
Cypress Wealth Services, LLC 5
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 5
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 5
Global Financial Private Capital, LLC 5
Loeb Offshore Management LP 5
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 5
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 5
BlackRock ESG Capital Allocation Trust 5
Edge Capital Group, LLC 5
Requisite Capital Management, LLC 5
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 5
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 5
Chesley Taft & Associates LLC 5
STFGX - Advisers Investment Trust - State Farm Growth Fund 5
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 5
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 5
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 5
CapWealth Advisors, LLC 5
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 5
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 5
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 5
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 5
Alpine Associates Management Inc. 5
Wealthstreet Investment Advisors, LLC 5
True Bearing Asset Management LP 5
KAMES CAPITAL plc 5
Gilpin Wealth Management, Llc 5
PIMCO FUNDS - PIMCO Sector Fund Series - I 5
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 5
Pinnacle Bancorp, Inc. 5
Syon Capital Llc 5
Maxi Investments CY Ltd 5
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 5
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5
Systematic Portfolios LLC 5
Farmers National Bank 5
Honeywell International Inc 5
Waddell & Associates, Llc 5
Koesten, Hirschmann & Crabtree, INC. 5
Reliance Trust Co Of Delaware 5
Argent Capital Management Llc 5
Amplius Wealth Advisors, LLC 5
Gq Asset Management, Llc 5
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 5
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 5
VCCBX - VALIC Co II - Core Bond Fund 5
Storebrand Asset Management As 5
Nicolet Advisory Services, Llc 5
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 5
WESPAC Advisors SoCal, LLC 5
Brown, Lisle/cummings, Inc. 5
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 5
Guyasuta Investment Advisors Inc 5
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 5
Bremer Bank National Association 5
Canada Post Corp Registered Pension Plan 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 5
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 5
Ramirez Asset Management, Inc. 5
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 5
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 5
Cobiz Investment Management, Llc 5
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 5
STXM - EA Series Trust - Strive Mid-Cap ETF 5
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 5
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 5
Soroban Capital Partners LP 5
Santori & Peters, Inc. 5
BFIX - Build Funds Trust - Build Bond Innovation ETF 5
Vontobel Swiss Wealth Advisors AG 5
Rockland Trust Co 5
BancorpSouth Bank 5
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 5
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 5
Foster Dykema Cabot & Partners, Llc 5
LFA - Lugano Financial Advisors SA 5
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 5
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 5
Midwest Professional Planners, LTD. 5
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 5
Congress Park Capital LLC 5
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
Dixon Hughes Goodman Wealth Advisors LLC 5
Haverford Trust Co 5
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 5
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 5
Zenyatta Capital Management LP 5
Icon Wealth Partners, LLC 5
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5
Jabre Capital Partners S.A. 5
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 5
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 5
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 5
Mediolanum International Funds Ltd 5
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 5
55i, Llc 5
ClearAlpha Technologies LP 5
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 5
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 5
Boston Trust Walden Corp 5
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 5
Check Capital Management Inc/ca 5
New England Asset Management Inc 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
Partners Capital Investment Group, Llp 5
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 5
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 5
MMCAP International Inc. SPC 5
Kelman-Lazarov, Inc. 5
Tredje AP-fonden 5
Greykasell Wealth Strategies, Inc. 5
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 5
Foster & Motley Inc 5
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 5
Park West Asset Management LLC 5
RMG Wealth Management LLC 5
Norwood Financial Corp 5
Pinnacle Wealth Management Advisory Group, LLC 5
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 5
Mizuho Asset Management Co.,Ltd. 5
Auxier Asset Management 5
Ostrum Asset Management U.s., Llc 5
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 5
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 5
Carl P. Sherr & Co., LLC 5
Dowling & Yahnke Llc 5
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 5
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
Norinchukin Bank, The 5
Eaton Vance Senior Income Trust 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
Credential Qtrade Securities Inc. 5
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 5
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 5
Lehman Financial Resources, Inc. 5
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 5
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 5
Roanoke Asset Management Corp/ Ny 5
Sapience Investments, LLC 5
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 5
Private Bank & Trust Co 5
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 5
ACG Wealth 5
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 5
Advanced Series Trust - Ast Mid-cap Growth Portfolio 5
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 5
Deerfield Management Company, L.p. (series C) 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 5
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 5
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 5
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 5
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 5
Schmidt P J Investment Management Inc 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 5
Vinva Investment Management Ltd 5
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 5
Clayton Financial Group LLC 5
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 5
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 5
Contrarius Investment Management Ltd 5
RiverFront Investment Group, LLC 5
Campbell Wealth Management 5
Cozad Asset Management Inc 5
Relyea Zuckerberg Hanson LLC 5
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 5
Clare Market Investments LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 5
PACIFIC SELECT FUND - Core Income Portfolio Class I 5
Gwn Securities Inc. 5
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 5
Bislett Management, Llc 5
Maseco Llp 5
Vestor Capital, Llc 5
Cypress Funds Llc 5
Nelson Capital Management, LLC 5
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 5
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 5
Eaton Vance Tax-managed Buy-write Opportunities Fund 5
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 5
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 5
Aspen Investment Management Inc 5
Scout Funds 5
Strengthening Families & Communities, LLC 5
HighTower Trust Services, LTA 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
Legacy Capital Group California, Inc. 5
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 5
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 5
Croft-leominster Inc 5
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 5
Private Ocean, LLC 5
Synergy Investment Management, LLC 5
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 5
Daytona Street Capital LLC 5
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 5
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 5
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 5
Baltimore-Washington Financial Advisors Inc. 5
Cm Wealth Advisors Llc 5
Gibbs Wealth Management 5
Investors Asset Management Of Georgia Inc /ga/ /adv 5
Imprint Wealth LLC 5
Olstein Capital Management, L.P. 5
Monetta Financial Services Inc 5
Western Standard LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 5
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 5
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 5
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 5
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 5
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 5
Great Valley Advisor Group, Inc. 5
Sona Asset Management (us) Llc 5
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 5
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 5
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 5
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 5
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 5
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 5
Gabelli Global Small & Mid Cap Value Trust 5
Confluence Investment Management Llc 5
Meru Capital Group, LP 5
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 5
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 5
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 5
Punch & Associates Investment Management, Inc. 5
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 5
Nitorum Capital, L.P. 5
IFC Holdings Incorporated/FL 5
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 5
Farmers & Merchants Trust Co of Long Beach 5
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 5
Semmax Financial Advisors Inc. 5
Wealthbridge Capital Management, Llc 5
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 5
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 5
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 5
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 5
Range Rock Capital, LLC 5
Private Wealth Partners, LLC 5
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 5
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 5
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 5
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 5
Woodley Farra Manion Portfolio Management Inc 5
Andromeda Capital LLC 5
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 5
Commonwealth Financial Services, LLC 5
Crow Point Partners, LLC 5
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 5
Condor Capital Management 5
Highfields Capital Management Lp 5
Graves-Light Private Wealth Management, Inc. 5
Verde Servicos Internacionais S.A. 5
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
Tufton Capital Management 5
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 5
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 5
Your Advocates Ltd., LLP 5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5
Baker Ellis Asset Management LLC 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 5
Azzad Asset Management Inc /adv 5
Gabelli Equity Trust Inc 5
Pfs Investments Inc. 5
MU Investments Co., Ltd. 5
Coston, McIsaac & Partners 5
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 5
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 5
SWS Partners 5
DJE Kapital AG 5
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 5
Turtle Creek Wealth Advisors, LLC 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 5
STXV - EA Series Trust - Strive 1000 Value ETF 5
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 5
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 5
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 5
Planned Solutions, Inc. 5
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 5
Todd Asset Management Llc 5
Montag & Caldwell, Llc 5
Provenance Wealth Advisors, LLC 5
Paragon Financial Partners, Inc. 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
Vaughan David Investments Inc/il 5
Sandia Investment Management LP 5
Trust Department Mb Financial Bank N A 5
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 5
Evolution Wealth Advisors, LLC 5
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 5
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 5
Horizon Financial Services, Llc 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 5
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 5
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 5
Montrusco Bolton Investments Inc. 5
Ardevora Asset Management LLP 5
Rexford Capital Inc 5
Jensen Investment Management Inc 5
Chiron Capital Management, Llc 5
Kinneret Advisory, LLC 5
Brasada Capital Management, Lp 5
MONTX - MONETTA TRUST - Monetta Fund 5
Douglas Lane & Associates, LLC 5
Merkkuri Wealth Advisors LLC 5
JBF Capital, Inc. 5
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 5
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 5
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 5
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 5
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 5
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 5
Valmark Advisers, Inc. 5
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 5
Capitolis Liquid Global Markets Llc 5
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 5
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 5
Gierl Augustine Investment Management Inc 5
Lebenthal Holdings,LLC 5
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 5
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 5
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 5
Greater India Portfolio - Greater India Portfolio 5
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 5
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 5
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 5
TCW ETF Trust - TCW Flexible Income ETF 5
Mbb Public Markets I Llc 5
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 5
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 5
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 5
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 5
Redmont Wealth Advisors Llc 5
Hyman Charles D 5
Lederer & Associates Investment Counsel/ca 5
Special Opportunities Fund, Inc. 5
BKD Wealth Advisors, LLC 5
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 5
Knuff & Co LLC 5
Alaska Permanent Fund Corp 5
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
Acorn Wealth Advisors, LLC 5
Aspect Partners, LLC 5
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 5
Crescent Capital Consulting, LLC 5
Allianzgi Diversified Income & Convertible Fund 5
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 5
Leisure Capital Management 5
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 5
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 5
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 5
Tidemark, LLC 5
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 5
Davis R M Inc 5
Gallacher Capital Management LLC 5
Brown Capital Management Llc 5
Bremer Trust National Association 5
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 5
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 5
Strategy Asset Managers Llc 5
Maryland Capital Management 5
Asset Planning,Inc 5
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
Carnick & Kubik, LLC 5
Resolute Capital Asset Partners LLC 5
Alpine Bank Wealth Management 5
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 5
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 5
PFA Pension, Forsikringsaktieselskab 5
Alethea Capital Management, Llc 5
Regent Investment Management LLC 5
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 5
Cedar Wealth Management, LLC 5
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 5
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 5
PENN SERIES FUNDS INC - Smid Cap Growth Fund 5
Sharkey, Howes & Javer 5
Marcato Capital Management Lp 5
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 5
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 5
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 5
Advantage Advisers Xanthus Fund, L.l.c. 5
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 5
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 5
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 5
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
PENN SERIES FUNDS INC - Flexibly Managed Fund 5
Essex Savings Bank 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 5
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 5
Burgundy Asset Management Ltd. 5
Walled Lake Planning & Wealth Management, Llc 5
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 5
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 5
Bangor Savings Bank 5
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 5
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 5
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 5
RQSI Ltd 5
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 5
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 5
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 5
Railway Pension Investments Ltd 5
SVA Wealth Management, LLC 5
Sivia Capital Partners, LLC 5
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 5
Fagan Associates, Inc. 5
Graney & King, LLC 5
Global Wealth Strategies & Associates 5
Texas Yale Capital Corp. 5
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 5
Naples Global Advisors, Llc 5
Syverson Strege & Co 5
Springowl Associates Llc 5
Corient Capital Partners, LLC 5
E Fund Management Co., Ltd. 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 5
Palisade Asset Management, LLC 5
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 5
Tilia Fiduciary Partners, Inc. 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 5
Incline Global Management LLC 5
Birch Grove Capital LP 5
Rakuten Investment Management, Inc. 5
E Fund Management (Hong Kong) Co., Ltd. 5
Summit Financial Wealth Advisors, LLC 5
Community Capital Management, Inc. 5
Atlanta Capital Management Co L L C 5
Ascent Wealth Partners, LLC 5
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 5
Bodri Capital Management, LLC 5
Arete Wealth Advisors, LLC 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 5
Fiduciary Management Associates Llc 5
Boyd Watterson Asset Management Llc/oh 5
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 5
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 5
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 5
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 5
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 5
Bollard Group LLC 5
Jamison Private Wealth Management, Inc. 5
Arvest Bank Trust Division 5
New Century Financial Group, LLC 5
Centerpoint Advisors, LLC 5
Shinko Asset Management Co., Ltd. 5
American Research & Management Co. 5
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 5
Graypoint LLC 5
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 5
Consolidated Planning Corp 5
Athena Capital Advisors Llc 5
Rossmore Private Capital 5
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 5
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 5
Alphadyne Asset Management, LLC 5
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 5
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 5
Icapital Wealth Llc 5
Stancorp Investment Advisers Inc 5
Appleton Partners Inc/ma 5
Cartenna Capital, LP 5
Cannell Capital Llc 5
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 5
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 5
FrontFour Capital Group LLC 5
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 5
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 5
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 5
Mfs Charter Income Trust 5
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 5
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 5
High Point Bank & Trust Co 5
RPg Family Wealth Advisory, LLC 5
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 5
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 5
True Link Financial Advisors, LLC 5
Kentucky Retirement Systems 5
InterOcean Capital Group, LLC 5
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 5
Main Street Research LLC 5
F/M Investments LLC 5
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 5
Ironwood Investment Management Llc 5
Tiverton Asset Management Llc 5
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 5
Mainstay Capital Management Llc /adv 5
WMS Partners, LLC 5
American Century Investment Management Inc 5
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 5
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 5
Polianta Ltd 5
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 5
Surevest, LLC 5
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
Usa Mutuals Advisors, Inc. 5
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 5
Ruedi Wealth Management, Inc. 5
PRW Wealth Management LLC 5
Beacon Trust Co 5
HITE Hedge Asset Management LLC 5
Sentry Investment Management Llc 5
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 5
Glaxis Capital Management, LLC 5
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 5
Pillar Pacific Capital Management Llc 5
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 5
Moody Lynn & Lieberson, Llc 5
Foster Dykema Cabot & Co Inc/ma 5
Gator Capital Management, LLC 5
Amtrust Financial Services, Inc. 5
Diligent Investors, LLC 5
Masterton Capital Management, LP 5
Jana Partners Llc 5
Premier Asset Management Llc 5
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 5
AWM Investment Company, Inc. 5
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 5
John Hancock Income Securities Trust 5
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 5
Quantessence Capital LLC 5
SPC Financial, Inc. 5
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 5
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 5
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 5
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 5
Hexavest Inc. 5
Davidson Kempner Partners 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 5
Accredited Wealth Management, LLC 5
Kempen Capital Management N.v. 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 5
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 5
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 5
Maridea Wealth Management LLC 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 5
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 5
Ninety One SA (PTY) Ltd 5
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 5
First Trust High Income Long/short Fund 5
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 5
Neuberger Berman High Yield Strategies Fund Inc. 5
Retirement Group, LLC 5
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 5
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 5
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 5
Rivernorth Capital Management, Llc 4
Rs Investment Trust 4
40 North Management LLC 4
Engaged Capital LLC 4
Karpus Management, Inc. 4
Gagnon Securities Llc 4
Cove Street Capital, LLC 4
Prescott Group Capital Management, L.l.c. 4
Southeastern Asset Management Inc/tn/ 4
Fairfax Financial Holdings Ltd/ Can 4
Jet Capital Investors L P 4
Berylson Capital Partners, Llc 4
683 Capital Management, LLC 4
Zuckerman Investment Group, LLC 4
Jarislowsky, Fraser Ltd 4
Horizon Kinetics LLC 4
EdgePoint Investment Group Inc. 4
Daruma Capital Management Llc 4
Signia Capital Management Llc 4
Guardian Life Insurance Co Of America 4
Highland Capital Management Fund Advisors, L.p. 4
Sentry Investments Corp. 4
Eagle Boston Investment Management Inc 4
M Holdings Securities, Inc. 4
Traynor Capital Management, Inc. 4
Valtura Capital Partners LLC 4
Greenwood Gearhart Inc 4
Dixon Hubard Feinour & Brown Inc/va 4
Halsey Associates Inc/ct 4
Ar Asset Management Inc 4
Eubel Brady & Suttman Asset Management Inc 4
Kdi Capital Partners Llc 4
Carderock Capital Management Inc 4
TimesSquare Capital Management, LLC 4
Frontier Investment Mgmt Co 4
Haverford Financial Services, Inc. 4
Hanson & Doremus Investment Management 4
Grace Capital 4
Flow Traders U.s. Llc 4
Roundview Capital LLC 4
Brandes Investment Partners, Lp 4
P Schoenfeld Asset Management Lp 4
Cooke & Bieler Lp 4
Trilogy Global Advisors Lp 4
New Amsterdam Partners Llc/ny 4
Brave Asset Management Inc 4
Madison Investment Holdings Inc 4
Lloyds Banking Group plc 4
Pembroke Management, LTD 4
Markston International Llc 4
Seizert Capital Partners, Llc 4
Douglass Winthrop Advisors, LLC 4
Boys Arnold & Co Inc 4
Cobblestone Capital Advisors Llc /ny/ 4
Context Capital Management, LLC 4
Insight 2811, Inc. 4
Busey Wealth Management 4
WESPAC Advisors, LLC 4
Jackson Wealth Management, LLC 4
Whitnell & Co. 4
Crossvault Capital Management LLC 4
Cidel Asset Management Inc 4
Schwartz Investment Counsel Inc 4
Nippon Life Global Investors Americas, Inc. 4
Investment Partners, Ltd. 4
Northeast Investment Management 4
First National Trust Co 4
Hendershot Investments Inc. 4
Lowe Wealth Advisors, LLC 4
Concourse Capital Management, LLC 4
Seven Bridges Advisors LLC 4
Hall Capital Management Co Inc 4
Intrepid Capital Management Inc 4
Hillcrest Asset Management LLC 4
Clough Capital Partners L P 4
Simmons First Trust Co Na 4
First Foundation Advisors 4
Mogy Joel R Investment Counsel Inc 4
Advisors Capital Management, LLC 4
Aris Wealth Services, Inc. 4
Vertex One Asset Management Inc. 4
Gruss & Co., LLC 4
Bbr Partners, Llc 4
Palisades Hudson Asset Management, L.P. 4
ARGA Investment Management, LP 4
New Jersey Better Educational Savings Trust 4
Supplemental Annuity Collective Trust of NJ 4
Cadence Bank Na 4
Linscomb & Williams, Inc. 4
Constellation Wealth Advisors, LLC 4
Bank OZK 4
Fulton Breakefield Broenniman Llc 4
Viking Fund Management Llc 4
First United Bank Trust/ 4
Investment Centers Of America Inc 4
North Star Asset Management Inc 4
SOL Capital Management CO 4
300 North Capital, Llc 4
Shufro Rose & Co Llc 4
Narwhal Capital Management 4
Tiaa Cref Trust Co Fsb/mo 4
Old Dominion Capital Management Inc 4
Horan Capital Management 4
Essex Financial Services, Inc. 4
TD Securities (USA) LLC 4
Rand Wealth, Llc 4
Mondrian Investment Partners LTD 4
WestEnd Advisors, LLC 4
Mercer Capital Advisers, Inc. 4
Windward Capital Management Co /ca 4
Dividend Asset Capital, Llc 4
Nikko Asset Management Americas, Inc. 4
Ikos Cif Ltd 4
Bright Rock Capital Management, Llc 4
Blue Fin Capital, Inc. 4
Guild Investment Management, Inc. 4
Riverbridge Partners Llc 4
Personal Capital Advisors Corp 4
Markel Corp 4
Ivory Investment Management, Llc 4
Smart Portfolios, LLC 4
David R. Rahn & Associates Inc. 4
Biglari, Sardar 4
Tricadia Capital Management, LLC 4
Anchor Capital Advisors Llc 4
Becker Capital Management Inc 4
Bender Robert & Associates 4
Boyar Asset Management Inc. 4
Bks Advisors, Llc 4
Annex Advisory Services, LLC 4
Windsor Capital Management, LLC 4
Oxbow Advisors, LLC 4
Flossbach Von Storch Ag 4
Intersect Capital LLC 4
Winslow Capital Management, LLC 4
Mitsubishi UFJ Securities Holdings Co., Ltd. 4
Jolley Asset Management, LLC 4
Farmers Trust Co 4
Atlas Brown,Inc. 4
Triangle Securities Wealth Management 4
Strategic Advisors LLC 4
Paragon Capital Management Ltd 4
Prio Wealth Limited Partnership 4
Cim, Llc 4
Financial Advisory Service, Inc. 4
Jacobs & Co/ca 4
Benin Management CORP 4
Smith Affiliated Capital Corp. 4
Three Peaks Capital Management, LLC 4
Iowa State Bank 4
First PREMIER Bank 4
Legacy Private Trust Co. 4
Meristem Family Wealth, LLC 4
CrestPoint Capital Management, LLC 4
Deane Retirement Strategies, Inc. 4
Exxonmobil Investment Management Inc /tx 4
Burke & Herbert Bank & Trust Co 4
Community Trust & Investment Co 4
Carlson Capital Management 4
Pegasus Partners Ltd. 4
Patton Albertson Miller Group, Llc 4
Texas Capital Bancshares Inc/tx 4
Pensionfund DSM Netherlands 4
Detwiler Fenton Investment Management LLC 4
First Financial Bank - Trust Division 4
Palo Capital, Inc. 4
Strategic Wealth Advisors Group, LLC 4
Groesbeck Investment Management Corp /nj/ 4
EagleClaw Capital Managment, LLC 4
Nwam Llc 4
Adell Harriman & Carpenter Inc 4
Reynders McVeigh Capital Management, LLC 4
Magellan Asset Management Ltd 4
CTC Alternative Strategies, Ltd. 4
Pacific Ridge Capital Partners, LLC 4
South Georgia Capital, Llc 4
Boussard & Gavaudan Investment Management LLP 4
Hurley Capital, LLC 4
RFG Advisory, LLC 4
Global Endowment Management, LP 4
American National Registered Investment Advisor, Inc. 4
Lyon Street Capital, LLC 4
Alpha Cubed Investments, LLC 4
Progeny 3, Inc. 4
NINE MASTS CAPITAL Ltd 4
Risk Paradigm Group, LLC 4
Gratus Capital LLC 4
Stratton Management Co 4
Greenwich Wealth Management LLC 4
Verity & Verity, LLC 4
Kingfisher Capital LLC 4
AllSquare Wealth Management LLC 4
Ferguson Wellman Capital Management, Inc 4
Town & Country Bank & Trust CO dba First Bankers Trust CO 4
Ckw Financial Group 4
River Wealth Advisors LLC 4
Power Corp of Canada 4
Peoples Financial Services Corp. 4
Clarkston Capital Partners, LLC 4
Heritage Investors Management Corp 4
Founders Financial Securities Llc 4
Liberty Capital Management, Inc. 4
Searle & Co. 4
Somerset Trust Co 4
Icc Capital Management Inc/ 4
Altavista Wealth Management, Inc. 4
Sterne Agee Group, Inc. 4
Lombard Odier Transatlantic, Limited Partnership 4
Peregrine Asset Advisers, Inc. 4
East Coast Asset Management, LLC. 4
Mraz, Amerine & Associates, Inc. 4
Chemical Bank 4
PartnerRe Asset Management CORP 4
Potomac Capital Management, Inc. 4
Bank of Kentucky, Inc. 4
McNamara Financial Services, Inc. 4
Concert Wealth Management Inc. 4
Argus Investors' Counsel, Inc. 4
Hudson Valley Investment Advisors Inc /adv 4
Bedrijfstakpensioenfonds Voor De Media Pno 4
Summit Creek Advisors LLC 4
PARK CIRCLE Co 4
Indus Capital Partners, Llc 4
Lord Abbett Developing Growth Fund, Inc. 4
Rowland & Co Investment Counsel/adv 4
CMT Asset Management Ltd 4
RiverPoint Capital Management, LLC 4
CMT Capital Markets Trading GmbH 4
Trust Asset Management LLC 4
Lakeview Capital Partners, LLC 4
Paradigm Financial Advisors, LLC 4
Exane Asset Management 4
Godsey & Gibb Associates 4
Strategic Financial Services, Inc, 4
FDO Partners, LLC 4
Tiger Consumer Management, Lp 4
Emerging Sovereign Group Llc 4
Newbrook Capital Advisors LP 4
Ally Financial Inc. 4
Qualcomm Inc/de 4
Citizens & Northern Corp 4
Donaldson Capital Management, Llc 4
Guardian Capital Advisors Lp 4
Cognios Capital, LLC 4
SNS Financial Group, LLC 4
BlueMar Capital Management, LLC 4
Central Asset Investments & Management Holdings (HK) Ltd 4
Mik Capital Llc 4
Orbis Allan Gray Ltd 4
Scion Asset Management, LLC 4
Moon Capital Management Lp 4
Virtus ETF Advisers LLC 4
Adi Capital Management LLC 4
Robinson Capital Management, Llc 4
Hefty Wealth Partners 4
Permanens Capital L.P. 4
Marshfield Associates 4
Zimmer Partners, LP 4
Barington Capital Group, L.p. 4
Park Avenue Institutional Advisers LLC 4
La Financiere De L'echiquier 4
Rampart Investment Management Company, LLC 4
JS Capital Management LLC 4
Lincoln National Corp 4
Blue Rock Advisors, LLC 4
Cannell Peter B & Co Inc 4
Cottage Street Advisors LLC 4
Klingman & Associates, LLC 4
Cleararc Capital Inc 4
Payden & Rygel 4
Fft Wealth Management Llc 4
HHR Asset Management, LLC 4
Adirondack Research & Management Inc. 4
Fayez Sarofim & Co 4
NS Partners Ltd 4
Green Arrow Capital Management Llc 4
Mill Road Capital Management LLC 4
Re Advisers Corp 4
Moody Aldrich Partners Llc 4
Guardian Investor Services Llc 4
Alpine Associates Advisors 4
Kms Financial Services, Inc 4
Banyan Partners, LLC 4
Telluride Asset Management LLC 4
Nuveen Fund Advisors, LLC 4
Bridgewater Advisors Inc. 4
Wilmington Trust Investment Management, LLC 4
Arvest Trust Co N A 4
Arthur Zaske & Associates, LLC 4
HMS Capital Management, LLC 4
Stanford Investment Group, Inc. 4
Teton Westwood Funds 4
Fusion Family Wealth LLC 4
Northwest Wealth Management, Llc 4
GenTrust, LLC 4
First Capital Advisors Group, LLC. 4
ICICI Prudential Asset Management Co Ltd 4
Marietta Wealth Management, LLC 4
Cpwm, Llc 4
Good Life Advisors, LLC 4
Hill Path Capital LP 4
Greytown Advisors Inc. 4
Fullerton Fund Management Co Ltd 4
Sustainable Insight Capital Management, LLC 4
HCR Wealth Advisors 4
Intellectus Partners, LLC 4
Night Square Capital Partners, LP 4
CAMG Solamere Management, LLC 4
Philotimo Fund, LP 4
New Perspective Fund 4
Israel Discount Bank Of New York /gfn 4
Morse Asset Management, Inc 4
Founders Capital Management 4
Dimension Capital Management Llc 4
Noked Capital LTD 4
Geneva Partners, LLC 4
Delta Lloyd Asset Management N.v. 4
AlphaStar Capital Management, LLC 4
Cruiser Capital Advisors, Llc 4
IFG Advisory, LLC 4
Rainier Investment Management Mutual Funds 4
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 4
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 4
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 4
Invesco Dynamic Credit Opportunities Fund 4
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 4
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 4
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 4
Putnam High Income Securities Fund 4
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 4
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 4
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 4
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 4
Nuveen Multi-market Income Fund 4
Virtus Global Dividend & Income Fund Inc. 4
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 4
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 4
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 4
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 4
Nuveen S&p 500 Buywrite Income Fund 4
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 4
Gabelli Dividend & Income Trust 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 4
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 4
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 4
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 4
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 4
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 4
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 4
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 4
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 4
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 4
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 4
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 4
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 4
Western Asset Premier Bond Fund 4
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 4
Royce Micro-cap Trust, Inc /md/ 4
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 4
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 4
Guggenheim Credit Allocation Fund 4
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 4
HYLD - Exchange Listed Funds Trust - High Yield ETF 4
Western Asset High Yield Defined Opportunity Fund Inc. 4
Deutsche Value Series, Inc 4
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 4
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 4
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 4
ABASX - AB TRUST - AB Discovery Value Fund Class A 4
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 4
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 4
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 4
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 4
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 4
Eaton Vance Senior Floating Rate Trust 4
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 4
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 4
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 4
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 4
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 4
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 4
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 4
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 4
Rivernorth Opportunities Fund, Inc. 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 4
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 4
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 4
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 4
Horizons Etf Trust I 4
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 4
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 4
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 4
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 4
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 4
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 4
Ridgeworth Funds 4
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 4
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 4
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 4
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 4
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 4
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 4
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 4
Manning & Napier Group, LLC 4
Aries Wealth Management 4
DeDora Capital, Inc. 4
Taylor Hoffman Wealth Management 4
Stansberry Asset Management, Llc 4
180 Wealth Advisors, Llc 4
Aft, Forsyth & Company, Inc. 4
Blackhawk Capital Partners LLC. 4
PDS Planning, Inc 4
G&S Capital LLC 4
Lake Street Advisors Group, Llc 4
Capital Markets Trading UK LLP 4
Seelaus Asset Management LLC 4
Biltmore Family Office, LLC 4
SYM FINANCIAL Corp 4
Pin Oak Investment Advisors Inc 4
D.B. Root & Company, LLC 4
Paulson Wealth Management Inc. 4
Abacus Planning Group, Inc. 4
Burleson & Company, LLC 4
Varma Mutual Pension Insurance Co 4
Whitener Capital Management, Inc. 4
Pathway Financial Advisors LLC 4
Elmwood Wealth Management, Inc. 4
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 4
O'Dell Group, LLC 4
Avitas Wealth Management LLC 4
United Capital Management of KS, Inc. 4
Asset Advisors Investment Management, LLC 4
Lavaca Capital Llc 4
Cordatus Wealth Management LLC 4
Hardy Reed LLC 4
Grandview Asset Management LLC 4
1 North Wealth Services Llc 4
Stratos Wealth Advisors, LLC 4
Robertson Stephens Wealth Management, LLC 4
Truehand, Inc 4
9258 Wealth Management, LLC 4
Asahi Life Asset Management Co., Ltd. 4
Abundance Wealth Counselors 4
Emerson Point Capital Lp 4
Nishkama Capital, LLC 4
Fortem Financial Group, Llc 4
Frisch Financial Group, Inc. 4
Meridian Wealth Advisors, LLC 4
Noked Israel Ltd 4
MorganRosel Wealth Management, LLC 4
Alpha Quant Advisors, Llc 4
Cynosure Management, Llc 4
Brandywine Oak Private Wealth Llc 4
Cypress Capital, LLC 4
Albar Capital Ltd 4
Biltmore Capital Advisors LLC 4
Lake Point Wealth Management 4
Van Leeuwen & Company, LLC 4
Quilter Plc 4
Occidental Asset Management, LLC 4
Opseu Pension Plan Trust Fund 4
Lake Street Financial Llc 4
Kmg Fiduciary Partners, Llc 4
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 4
Patriot Investment Management Inc. 4
Cornerstone Wealth Group, LLC 4
Principal Street Partners, LLC 4
Matrix Trust Co 4
Tradition Asset Management Llc 4
Sound View Wealth Advisors Group, LLC 4
Patton Fund Management, Inc. 4
Rs Variable Products Trust 4
Aip Series Trust 4
Principle Wealth Partners Llc 4
Union Square Park Capital Management, LLC 4
Munder Series Trust 4
TCF National Bank 4
Blue Square Asset Management, Llc 4
Parametric Market Neutral Portfolio 4
Xcel Wealth Management, LLC 4
Beck Bode, LLC 4
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 4
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 4
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 4
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 4
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 4
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 4
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 4
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 4
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 4
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 4
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 4
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 4
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 4
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I) 4
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 4
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 4
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 4
NOSIX - Northern Funds - Northern Stock Index Fund 4
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 4
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 4
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 4
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 4
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 4
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 4
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 4
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 4
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 4
Advanced Series Trust - Ast International Growth Portfolio 4
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 4
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 4
PACIFIC SELECT FUND - Equity Index Portfolio Class I 4
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 4
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 4
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 4
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 4
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 4
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 4
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 4
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 4
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 4
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 4
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 4
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 4
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 4
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 4
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 4
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 4
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 4
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 4
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 4
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 4
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 4
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 4
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 4
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 4
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 4
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 4
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 4
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 4
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 4
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 4
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 4
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 4
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 4
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 4
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 4
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 4
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 4
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 4
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 4
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 4
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 4
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 4
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 4
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 4
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 4
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 4
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 4
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 4
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 4
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 4
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 4
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 4
TSEMX - TOUCHSTONE STRATEGIC TRUST - Touchstone Sands Capital Emerging Markets Growth Fund Class Y 4
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 4
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 4
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 4
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 4
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 4
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 4
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 4
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 4
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 4
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 4
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 4
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 4
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 4
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 4
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 4
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 4
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 4
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 4
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 4
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 4
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 4
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 4
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 4
Securian Funds Trust - SFT Index 500 Fund Class 1 4
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 4
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 4
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 4
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 4
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 4
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 4
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 4
PENN SERIES FUNDS INC - Index 500 Fund 4
PENN SERIES FUNDS INC - Developed International Index Fund 4
PENN SERIES FUNDS INC - Mid Core Value Fund 4
PENN SERIES FUNDS INC - Smid Cap Value Fund 4
PENN SERIES FUNDS INC - Small Cap Growth Fund 4
PENN SERIES FUNDS INC - Large Growth Stock Fund 4
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 4
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 4
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 4
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 4
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 4
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 4
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 4
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 4
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 4
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 4
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 4
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A 4
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 4
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 4
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 4
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 4
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 4
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 4
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 4
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 4
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 4
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 4
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 4
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 4
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 4
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 4
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 4
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 4
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 4
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 4
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 4
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 4
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 4
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 4
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 4
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 4
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 4
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 4
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 4
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 4
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 4
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 4
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 4
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 4
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 4
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 4
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 4
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 4
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 4
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 4
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 4
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 4
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 4
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 4
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 4
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 4
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 4
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 4
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 4
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 4
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 4
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 4
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 4
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 4
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 4
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 4
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 4
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 4
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 4
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 4
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 4
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 4
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 4
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 4
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 4
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 4
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 4
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 4
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 4
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 4
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
Profunds - Profund Vp Large-cap Value 4
Profunds - Profund Vp Large-cap Growth 4
Profunds - Profund Vp Bull 4
Profunds - Profund Vp Ultrabull 4
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 4
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 4
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 4
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 4
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 4
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 4
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 4
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 4
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund 4
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 4
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 4
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 4
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 4
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 4
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 4
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 4
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 4
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 4
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 4
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 4
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 4
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 4
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 4
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 4
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 4
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 4
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 4
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 4
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 4
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 4
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 4
Dfa Investment Trust Co - The Emerging Markets Series 4
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 4
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 4
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 4
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 4
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 4
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 4
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 4
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 4
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 4
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 4
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 4
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 4
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 4
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 4
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 4
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 4
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 4
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 4
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 4
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 4
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 4
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 4
CPI - IndexIQ ETF Trust - IQ Real Return ETF 4
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 4
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 4
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 4
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 4
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 4
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 4
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 4
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 4
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 4
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 4
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 4
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares 4
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 4
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 4
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 4
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 4
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 4
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 4
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 4
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 4
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 4
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 4
DAINX - Dunham Funds - Dunham International Stock Fund Class A 4
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 4
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 4
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 4
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 4
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class 4
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 4
RNWOX - FINANCIAL INVESTORS TRUST - RONDURE NEW WORLD FUND Investor Class 4
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 4
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 4
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 4
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 4
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 4
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 4
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 4
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 4
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 4
LGPIX - Profunds - Large-cap Growth Profund Investor Class 4
LVPIX - Profunds - Large-cap Value Profund Investor Class 4
ULPIX - Profunds - Ultrabull Profund Investor Class 4
BLPIX - Profunds - Bull Profund Investor Class 4
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 4
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 4
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 4
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 4
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 4
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 4
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 4
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 4
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 4
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 4
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 4
PWS - Pacer Funds Trust - Pacer WealthShield ETF 4
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 4
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 4
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 4
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 4
Modus Advisors, LLC 4
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 4
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 4
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 4
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 4
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 4
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 4
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade 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
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 4
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 4
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 4
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 4
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 4
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 4
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 4
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 4
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 4
Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A 4
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 4
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 4
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 4
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 4
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 4
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 4
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 4
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 4
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 4
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 4
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 4
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 4
VSTIX - VALIC Co I - Stock Index Fund 4
VCCCX - VALIC Co I - Capital Conservation Fund 4
VCGEX - VALIC Co I - Emerging Economies Fund 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 4
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 4
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 4
SSO - PROSHARES TRUST - ProShares Ultra S&P500 4
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 4
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 4
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 4
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 4
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 4
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 4
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 4
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 4
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 4
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 4
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 4
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 4
VCSVX - VALIC Co II - Small Cap Value Fund 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 4
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
JIHDX - John Hancock Funds II - High Yield Fund Class 1 4
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 4
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 4
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 4
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 4
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 4
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 4
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 4
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 4
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 4
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 4
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 4
BKF - iShares, Inc. - iShares MSCI BRIC ETF 4
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 4
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 4
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 4
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 4
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 4
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 4
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 4
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 4
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 4
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 4
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 4
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 4
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 4
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 4
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 4
Heartwood Wealth Advisors LLC 4
SkyOak Wealth, LLC 4
Howard Wealth Management, Llc 4
Gill Capital Partners, Llc 4
Stonebridge Financial Planning Group, LLC 4
Summit Place Financial Advisors, LLC 4
BlackRock Multi-Sector Opportunities Trust II 4
Spdr S&p 500 Etf Trust 4
AMJ Financial Wealth Management 4
Summit Wealth Group, LLC 4
Atlas Private Wealth Management 4
Watchman Group, Inc. 4
Soros Capital Management Llc 4
Stony Point Capital LLC 4
Pinpoint Asset Management Ltd 4
Parcion Private Wealth LLC 4
Capital Wealth Alliance, LLC 4
Investment Research & Advisory Group, Inc. 4
Atreides Management, LP 4
Hohimer Wealth Management, Llc 4
Resonant Capital Advisors, LLC 4
PAX Financial Group, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 4
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 4
MADDEN SECURITIES Corp 4
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 4
RMR Wealth Builders 4
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 4
Engrave Wealth Partners LLC 4
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 4
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 4
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 4
Magnolia Capital Advisors Llc 4
Liberty One Investment Management, Llc 4
Scout Capital Management Llc 4
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 4
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 4
LMR Master Fund Ltd 4
Silver Bridge Capital Management LLC 4
Daiwa Capital Markets America Inc. 4
Signet Management Usa, Llc 4
Optimal Asset Management, Inc. 4
Veracity Capital LLC 4
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 4
Souders Financial Advisors 4
Apella Capital, LLC 4
MTCGX - M FUND INC - M Large Cap Growth Fund 4
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 4
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 4
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 4
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 4
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 4
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 4
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 4
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 4
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 4
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 4
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 4
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 4
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 4
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 4
PPM Funds - PPM Long Short Credit Fund (Inst) 4
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 4
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 4
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 4
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 4
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 4
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 4
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 4
Canandaigua National Corp 4
SFY - Tidal ETF Trust - SoFi Select 500 ETF 4
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 4
SNWAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Small Cap Value Fund - Class A Shares 4
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 4
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 4
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 4
WFA of San Diego, LLC 4
Timberline Asset Management LLC 4
Gleason Group, Inc. 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 4
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 4
Advisor OS, LLC 4
Genworth Financial Inc 4
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 4
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 4
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 4
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 4
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 4
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 4
First Western Trust Bank 4
Baron Financial Group, LLC 4
Ten Capital Wealth Advisors, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
Bnc Wealth Management, Llc 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 4
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 4
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 4
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 4
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Goodwin Investment Advisory 4
Sage Mountain Advisors LLC 4
Capital CS Group, LLC 4
Murchinson Ltd. 4
Legacy Financial Group LLC 4
Bellwether Advisors, LLC 4
Clear Perspectives Financial Planning, LLC 4
Stableford Capital Ii Llc 4
DB Wealth Management Group, LLC 4
Baker Tilly Financial, Llc 4
Kesler, Norman & Wride, LLC 4
San Luis Wealth Advisors LLC 4
Cypress Point Wealth Management, LLC 4
Wd Rutherford Llc 4
Sterling Financial Planning, Inc. 4
Cary Street Partners Asset Management Llc 4
Cadent Capital Advisors, LLC 4
Synergy Financial Management, LLC 4
Verdad Advisers, LP 4
Legacy Capital Wealth Partners, LLC 4
Yarra Square Partners LP 4
Oxler Private Wealth LLC 4
Resolute Advisors LLC 4
CoreFirst Bank & Trust 4
DHJJ Financial Advisors, Ltd. 4
Exos Asset Management LLC 4
Freedman Financial Associates, Inc. 4
Colonial River Wealth Management, LLC 4
Kozak & Associates, Inc. 4
EMC Capital Management 4
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 4
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 4
Sage Private Wealth Group, Llc 4
Patron Partners Advisors, Llc 4
Baron Silver Stevens Financial Advisors, Llc 4
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 4
Mayflower Financial Advisors, LLC 4
Humankind Benefit Corp - Humankind US Stock ETF 4
Syntax Advisors, Llc 4
Better Money Decisions, LLC 4
Navalign, LLC 4
AXS Investments LLC 4
O'Neil Global Advisors, Inc. 4
Tectonic Advisors Llc 4
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 4
Bank of New Hampshire 4
Putnam ETF Trust - Putnam Sustainable Future ETF - 4
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 4
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 4
Eisler Capital (UK) Ltd. 4
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 4
Lynwood Capital Management Inc. 4
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 4
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 4
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 4
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 4
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 4
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 4
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 4
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 4
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 4
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 4
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 4
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 4
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 4
Strategic Asset Management, LLC 4
Capital Group Private Client Services, Inc. 4
EMG Holdings, L.P. 4
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 4
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 4
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 4
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 4
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 4
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 4
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 4
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 4
EVNT - AltShares Trust - AltShares Event-Driven ETF 4
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 4
Widmann Financial Services, Inc. 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 4
Goodman Advisory Group, LLC 4
Ahl Investment Management, Inc. 4
Sandy Cove Advisors, LLC 4
Jackson Thornton Asset Management, Llc 4
Hedges Asset Management LLC 4
Caerus Investment Advisors, LLC 4
Prosperity Consulting Group, LLC 4
Joseph Group Capital Management 4
China Universal Asset Management Co., Ltd. 4
Seldon Capital Lp 4
Krs Capital Management, Llc 4
Capricorn Fund Managers Ltd 4
Win Advisors, Inc 4
Western Pacific Wealth Management, LP 4
Blackston Financial Advisory Group, LLC 4
Meros Investment Management, LP 4
Carroll Investors, Inc 4
First Community Trust Na 4
Rather & Kittrell, Inc. 4
Mystic Asset Management, Inc. 4
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 4
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 4
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 4
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 4
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 4
Safeguard Financial, LLC 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 4
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 4
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 4
Lansing Street Advisors 4
Fund Management at Engine No. 1 LLC 4
Worth Asset Management, LLC 4
Angeles Wealth Management, Llc 4
L.m. Kohn & Company 4
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 4
Retirement Guys Formula Llc 4
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 4
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
Castle Wealth Management Llc 4
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 4
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 4
GDS Wealth Management 4
Tevis Investment Management 4
Azimuth Capital Investment Management LLC 4
Grayhawk Investment Strategies Inc. 4
FSM Wealth Advisors, LLC 4
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 4
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 4
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 4
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 4
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
Czech National Bank 4
Citizens Business Bank 4
Mesirow Institutional Investment Management, Inc. 4
Brewin Dolphin Wealth Management Ltd 4
Sentinus, LLC 4
Balboa Wealth Partners 4
Retirement Financial Solutions, Llc 4
Catalyst Financial Partners Llc 4
Daymark Wealth Partners, Llc 4
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 4
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 4
Centurion Wealth Management LLC 4
Commonwealth Retirement Investments LLC 4
Team Hewins, LLC 4
Beacon Investment Advisors Llc 4
New Hampshire Trust 4
Delap Wealth Advisory, Llc 4
Owen LaRue, LLC 4
Phillips Wealth Planners LLC 4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4
Gateway Wealth Partners, LLC 4
Two Roads Shared Trust - Hypatia Women CEO ETF 4
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 4
Lifestyle Asset Management, Inc. 4
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 4
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 4
Barrett & Company, Inc. 4
DoubleLine ETF Adviser LP 4
PCA Investment Advisory Services Inc. 4
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 4
3Chopt Investment Partners, LLC 4
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 4
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 4
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 4
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 4
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 4
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 4
First County Bank /CT/ 4
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 4
Kingdom Financial Group LLC. 4
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 4
Union Savings Bank 4
Northwest Bank & Trust Co 4
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 4
Prosperity Wealth Management, Inc. 4
Halpern Financial, Inc. 4
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 4
BluePath Capital Management, LLC 4
NEOS Investment Management LLC 4
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
Financial Perspectives, Inc 4
Rockline Wealth Management, LLC 4
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 4
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 4
Capital Management Associates, Inc 4
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 4
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 4
Significant Wealth Partners LLC 4
Winthrop Capital Management, LLC 4
Stablepoint Partners, LLC 4
Portfolio Design Labs, LLC 4
Focus Financial Network Inc /adv 4
Catalytic Wealth RIA, LLC 4
Wiser Advisor Group LLC 4
EnRich Financial Partners LLC 4
Modern Wealth Management, LLC 4
LM Advisors LLC 4
Torno Capital, Llc 4
Quadcap Wealth Management, LLC 4
FJ Investments, LLC 4
Optimist Retirement Group LLC 4
Sanibel Captiva Trust Company, Inc. 4
Prospect Financial Services LLC 4
Sunpointe, LLC 4
Voisard Asset Management Group, Inc. 4
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 4
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 4
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 4
Transcendent Capital Group LLC 4
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 4
Richardson Financial Services Inc. 4
Ables, Iannone, Moore & Associates, Inc. 4
AA Financial Advisors, LLC 4
Financial Synergies Wealth Advisors, Inc. 4
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 4
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 4
Sienna Gestion 4
Atlanta Consulting Group Advisors, LLC 4
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 4
Institutional Investment Strategy Fund 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
Breakwater Investment Management 4
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 4
Wall Street Financial Group, Inc. 4
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 4
Diversify Wealth Management, Llc 4
Fairfield Financial Advisors, LTD 4
Aviso Financial Inc. 4
Centennial Bank/AR/ 4
Cannon Financial Strategists, Inc. 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 4
Mattson Financial Services, LLC 4
ORG Wealth Partners, LLC 4
Net Worth Advisory Group 4
Onefund, Llc 4
Mindset Wealth Management, Llc 4
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 4
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 4
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 4
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 4
Oddo Bhf Asset Management Sas 4
Kera Capital Partners, Inc. 4
Crews Bank & Trust 4
Sovran Advisors, LLC 4
Silphium Asset Management Ltd 4
Bank of Jackson Hole Trust 4
Advyzon Investment Management, LLC 4
Centricity Wealth Management, LLC 4
Winebrenner Capital Management Llc 4
Vision Financial Markets Llc 4
Chung Wu Investment Group, LLC 4
Generali Investments CEE, investicni spolecnost, a.s. 4
one8zero8, LLC 4
IMG Wealth Management, Inc. 4
Generali Asset Management SPA SGR 4
Flagship Wealth Advisors, Llc 4
RD Lewis Holdings, Inc. 4
Kiker Wealth Management, LLC 4
Guardian Partners Inc. 4
Crowley Wealth Management, Inc. 4
Bernard Wealth Management Corp. 4
Redwood Park Advisors LLC 4
Eisler Capital Management Ltd. 4
Mufg Securities Americas Inc. 4
Tema Etfs Llc 4
Talon Private Wealth, LLC 4
Fourth Dimension Wealth, LLC 4
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 4
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 4
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
Wood Tarver Financial Group, LLC 4
TCW ETF Trust - TCW High Yield Bond ETF 4
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 4
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 4
CBLS - Elevation Series Trust - Clough Hedged Equity ETF 4
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 4
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 4
Cooper Investors Pty Ltd 4
Huntleigh Advisors, Inc. 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 4
Integrity Alliance, Llc. 4
TOWER TRUST & INVESTMENT Co 4
VestGen Advisors, LLC 4
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 4
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 4
eCIO, Inc. 4
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 4
Ag2r La Mondiale Gestion D'actifs 4
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 4
SEG Partners Long/Short Equity Fund 4
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 4
Family Legacy Financial Solutions, LLC 4
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 4
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 4
ENDW - EA Series Trust - Cambria Endowment Style ETF 4
Evelyn Partners Investment Management Services Ltd 4
Holos Integrated Wealth LLC 4
Summit Wealth Group Llc / Co 4
Limestone Investment Advisors LP 4
Letson Investment Management, Inc. 4
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 4
Evolution Wealth Management Inc. 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 4
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 4
HAP Trading, LLC 4
Danica Pension, Livsforsikringsaktieselskab 4
KERR FINANCIAL PLANNING Corp 4
Severin Investments, LLC 4
Saranac Partners Ltd 4
Dorato Capital Management 4
Indivisible Partners 4
Clark Wealth Partners 4
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 4
Godfrey Financial Associates, Inc. 4
PBU - The Pension Fund of Early Childhood & Youth Educators 4
Napier Financial, LLC 4
Advocate Investing Services LLC 4
Wilkerson Advisory Group LLC 4
Greenline Wealth Management LLC 4
Silver Grove Financial Group, Inc. 4
Cdkv Holdings Llc 4
Phillip James Consulting Co. 4
Monetary Solutions, Ltd 4
Reflection Asset Management 4
Medallion Wealth Advisors, LLC 4
Journey Retirement Planning & Investment Management Llc 4
Oslo Pensjonsforsikring AS 4
1015 Capital Partners, LLC 4
Walsh & Associates, LLC 4
Bull Harbor Capital LLC 4
Braver Wealth Management, LLC 3
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 3
King Wealth 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
Empirical Capital Management, LLC 3
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 3
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 3
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 3
Donald Smith & Co., Inc. 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
Hunter Perkins Capital Management, LLC 3
Temasek Holdings (Private) Ltd 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 3
Buckingham Capital Management, Inc. 3
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 3
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 3
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 3
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 3
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 3
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
Kepler Cheuvreux (Suisse) SA 3
Diversified Portfolios, Inc. 3
Harris Associates L P 3
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 3
Allianzgi Equity & Convertible Income Fund 3
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3
Td Asset Management Usa Funds Inc. 3
EPASX - Investment Managers Series Trust - EP Emerging Markets Small Companies Fund Class A 3
Emerson Investment Management, Llc 3
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 3
Painted Porch Advisors LLC 3
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
Lone Pine Capital Llc 3
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 3
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 3
Delta Investment Management, LLC 3
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 3
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 3
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 3
Northwest Capital Management Inc 3
RWLIX - Two Roads Shared Trust - Redwood Activist Leaders Fund Class I 3
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 3
Tulsa Wealth Advisors, INC 3
Actinver Wealth Management, Inc. 3
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 3
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 3
Armis Advisers, LLC 3
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 3
Trust CO of the Ozarks 3
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 3
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 3
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 3
MDWDX - 360 Funds - Midwood Long/Short Equity Fund Institutional Class 3
United Asset Strategies, Inc. 3
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 3
Cloverdale Capital Management, LLC 3
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 3
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
American State Bank (Iowa) 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 3
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 3
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 3
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 3
Covington Investment Advisors Inc. 3
PPM Funds - PPM High Yield Core Fund (Inst) 3
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 3
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 3
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 3
Brown Financial Advisors 3
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
Triglav Skladi, D.o.o. 3
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 3
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
Palmer Square Opportunistic Income Fund 3
Ninety One North America, Inc. 3
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
NCP Inc. 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 3
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 3
Meyer Handelman Co 3
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 3
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 3
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 3
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 3
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 3
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 3
Welch Group, LLC 3
Kalmar Pooled Investment Trust 3
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 3
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 3
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A 3
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 3
Custom Portfolio Group LLC 3
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 3
Atalaya Capital Management LP 3
London & Capital Asset Management Ltd 3
Ariadne Wealth Management, LP 3
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 3
Mission Wealth Management, Lp 3
William B. Walkup & Associates, Inc. 3
Granite FO LLC 3
Bessemer Securities Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 3
Capital One Financial Corp 3
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 3
Live Your Vision, LLC 3
General American Investors Co Inc 3
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
iAB Financial Bank 3
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 3
Morgan Creek Global Equity Long/short Institutional Fund 3
Mitchell Mcleod Pugh & Williams Inc 3
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 3
J. W. Coons Advisors, LLC 3
Silver Lake Advisory, LLC 3
Glg Inc. 3
Galaxy Capital Trading Ltd 3
Cape Cod Five Cents Savings Bank 3
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 3
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 3
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 3
American Asset Management Inc. 3
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 3
State of New Jersey Common Pension Fund A 3
Wealthgarden F.s. Llc 3
TOWER TRUST Co 3
Atalanta Sosnoff Capital, Llc 3
Outlook Wealth Advisors, LLC 3
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 3
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 3
Greenlight Capital Inc 3
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 3
Caliber Wealth Management, LLC / KS 3
Fullcircle Wealth Llc 3
Fiduciary Financial Group, Llc 3
Wilen Investment Management Corp. 3
Realm Partners LLC 3
Davidson Capital Management Inc. 3
Natural Investments, Llc 3
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 3
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 3
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 3
Texas Bank & Trust Co 3
Usaa Etf Trust 3
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 3
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
Wendell David Associates Inc 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 3
Old Port Advisors 3
Fenimore Asset Management Inc 3
Middleton & Co Inc/ma 3
Filbrandt Wealth Management, LLC 3
Fieldpoint Private Advisors, Inc 3
Danda Trouve Investment Management, Inc. 3
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 3
South Street Advisors LLC 3
Guidance Point Advisors, LLC 3
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 3
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 3
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 3
Bellecapital International Ltd. 3
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares 3
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 3
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 3
Capital Financial Planning, LLC 3
Loeb Partners Corp 3
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 3
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 3
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 3
Keynote Financial Services Llc 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 3
Vista Investment Partners Llc 3
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 3
Mairs & Power Inc 3
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 3
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 3
Lakeshore Capital Group, Inc. 3
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 3
Hemenway Trust Co LLC 3
FSA Wealth Management LLC 3
Multi-strategy Growth & Income Fund 3
Notis-McConarty Edward 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 3
Family Management Corp 3
Parametric Risk Advisors LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 3
Wells Trecaso Financial Group, LLC 3
Bullseye Asset Management LLC 3
Blue Grotto Capital, LLC 3
Watts Gwilliam & Co., LLC 3
Westover Capital Advisors, LLC 3
Shannon River Fund Management LLC 3
Timber Creek Capital Management LLC 3
Platte River Capital LLC 3
Xtx Markets Llc 3
Stamina Capital Management Lp 3
Value Partners Ltd /adv 3
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 3
Weather Gauge Advisory, LLC 3
Armor Advisors, L.l.c. 3
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 3
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
National Philanthropic Trust 3
Globe Life Inc. 3
Mason Hill Advisors Llc 3
Fortis Capital Management LLC 3
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 3
POM Investment Strategies, LLC 3
Franklin Universal Trust 3
NWK Group, Inc. 3
Texas Capital Bank Wealth Management Services Inc 3
New Covenant Trust Company, N.A. 3
PFG Advisors 3
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 3
Strategic Global Advisors, LLC 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
Okabena Investment Services Inc 3
Madison Asset Management, LLC 3
Gibraltar Capital Management, Inc. 3
Barr E S & Co 3
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class 3
Hutchens Investment Management Inc 3
Wood Asset Management Inc 3
Forbes J M & Co Llp 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 3
Bainco International Investors 3
Aristotle Capital Management, LLC 3
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 3
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 3
Affinity Wealth Management Llc 3
Gratus Wealth Advisors, LLC 3
EFG Asset Management (Americas) Corp. 3
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 3
HBC Financial Services, PLLC 3
Emerald Advisors, LLC 3
Salient Capital Advisors, LLC 3
Verde Capital Management 3
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 3
Houlihan Financial Resource Group, Ltd. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 3
Aperture Investors, LLC 3
MML Series Investment Fund II - MML Equity Fund Initial Class 3
Alhambra Investment Partners LLC 3
Franklin Mutual Advisers Llc 3
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 3
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 3
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 3
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 3
QTR Family Wealth, LLC 3
Palogic Value Management, L.P. 3
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 3
Perennial Investment Advisors, LLC 3
Gabelli Equity Series Funds Inc 3
Dorsal Capital Management, LLC 3
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 3
Townsend Asset Management Corp /nc/ /adv 3
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 3
Minot Wealth Management LLC 3
Fiduciary Family Office, Llc 3
Callodine Capital Management, LP 3
Pavion Blue Capital, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 3
MBE Wealth Management, LLC 3
Kleinwort Benson Investors Dublin Ltd 3
Briaud Financial Planning, Inc 3
Hutchinson Capital Management/ca 3
Townsend & Associates, Inc 3
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 3
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 3
Dfpg Investments, Llc 3
Consulta Ltd 3
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 3
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 3
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
Diversify Advisory Services, LLC 3
TEXN - iSHARES TRUST - iShares Texas Equity ETF 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 3
Laurel Wealth Advisors, Inc. 3
MASTERINVEST Kapitalanlage GmbH 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 3
Mcclain Value Management Llc 3
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 3
Arcus Capital Partners, LLC 3
Ccm Investment Group, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 3
Embree Financial Group 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
Massar Capital Management, LP 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
Bank Of The West 3
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 3
Beaumont Asset Management, L.L.C. 3
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 3
KCS Wealth Advisory 3
Broadleaf Partners, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 3
Nautilus Advisors LLC 3
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A 3
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 3
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 3
Covenant Partners, LLC 3
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 3
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 3
Brightworth 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 3
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 3
Fairway Wealth LLC 3
Schooner Investment Group, LLC. 3
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 3
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 3
XR Securities LLC 3
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 3
Catterton Management Company, L.L.C. 3
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 3
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 3
4wealth Advisors, Inc. 3
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 3
Bristlecone Advisors, LLC 3
Close Asset Management Ltd 3
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 3
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 3
Hilltop Park Associates LLC 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 3
Adams Hall Wealth Advisors, LLC 3
MGB Wealth Management, LLC 3
Archetype Wealth Partners 3
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 3
Fox Hill Wealth Management 3
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 3
Farr Miller & Washington Llc/dc 3
ACSKX - American Century Investment Trust - Short Duration Fund C Class 3
HDV - iSHARES TRUST - iShares Core High Dividend ETF 3
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 3
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 3
Zazove Associates Llc 3
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 3
Sirios Capital Management L P 3
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 3
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 3
Fairman Group, LLC 3
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 3
waypoint wealth counsel 3
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 3
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 3
Valinor Management, Llc 3
Yeomans Consulting Group, Inc. 3
Dominick & Dominick LLC 3
KLCM Advisors, Inc. 3
Zions Trust, National Association 3
Gs Investments, Inc. 3
Marshall & Sullivan Inc /wa/ 3
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 3
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 3
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 3
Amussen Hunsaker Associates Llc 3
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 3
Ackerman Capital Advisors, LLC 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 3
Garner Asset Management Corp 3
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 3
Regal Wealth Group, Inc. 3
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 3
S-Bank Fund Management Ltd 3
Aspire Growth Partners LLC 3
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 3
Pt Asset Management, Llc 3
Folger Nolan Fleming Douglas Capital Management, Inc 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
Lodge Hill Capital, LLC 3
Wafra Inc. 3
Volterra Technologies LP 3
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 3
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 3
Fulcrum Equity Management 3
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 3
Financial Insights, Inc. 3
Anandar Capital Management LP 3
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 3
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 3
Mitsubishi UFJ Asset Management (UK) Ltd. 3
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 3
American Money Management, LLC 3
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 3
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 3
McGowan Group Asset Management, Inc. 3
Fic Capital Inc 3
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 3
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 3
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 3
Cohanzick Management, Llc 3
Wellesley Asset Management 3
Centric Wealth Management 3
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 3
EWG Elevate Inc. 3
VMCVX - VALIC Co II - Mid Cap Value Fund 3
Lipe & Dalton 3
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 3
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 3
Boenning & Scattergood, Inc. 3
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 3
Burk Holdings LLC 3
Corient IA LLC 3
Atwater Malick LLC 3
Boreal Capital Management LLC 3
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 3
HG Vora Capital Management, LLC 3
Plancorp, LLC 3
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 3
Boston Research & Management Inc 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
Beaconlight Capital, Llc 3
Traub Capital Management LLC 3
Evergreen Advisors, LLC 3
Vima Llc 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 3
SCS Capital Management LLC 3
Belmont Global Advisors, Inc. 3
Williams Jones & Associates LLC 3
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 3
Birchwood Financial Partners, Inc. 3
First Financial Equity Corporation 3
Asset Management Group, Inc. 3
Blue Sky Asset Management, LLC 3
Oracle Alpha Inc. 3
Antipodean Advisors LLC 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
Netols Asset Management, Inc. 3
Evelyn Partners Investment Management LLP 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 3
VLCCX - VALIC Co I - Large Cap Core Fund 3
VSSVX - VALIC Co I - Small Cap Special Values Fund 3
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 3
Freshford Capital Management, LLC 3
Bulltick Wealth Management, LLC 3
VBCVX - VALIC Co I - Systematic Value Fund 3
Sonic Fund II, L.P. 3
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 3
Emerald Investment Advisers, LLC 3
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 3
Pergamon Offshore Advisors, L.P. 3
VCIEX - VALIC Co I - International Equities Index Fund 3
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 3
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 3
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 3
Encompass More Asset Management 3
Tide Point Capital Management, Lp 3
Strive Financial Group ,LLC 3
Centaur Capital Partners, L.P. 3
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 3
Two Creeks Capital Management, LP 3
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 3
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 3
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 3
Lion Point Capital, LP 3
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 3
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 3
Capital Directions Investment Advisors, LLC 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 3
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 3
Harber Asset Management Llc 3
Argent Trust Co 3
Vintage Capital Management LLC 3
Orbitronix, LP 3
Ilex Capital Partners (UK) LLP 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
Zweig Advisers Llc 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
Wsfs Capital Management, Llc 3
Strategic Capital Alternatives LLC 3
Gardner Russo & Quinn Llc 3
Lakewood Capital Management, Lp 3
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 3
Capitolis Liquid Global Markets LLC 3
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 3
Maia Wealth LLC 3
aeris Capital Holding GmbH 3
Apex Capital, Llc 3
Berkeley Capital Partners, LLC 3
KG&L Capital Management,LLC 3
Acorn Financial Advisory Services Inc /adv 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
Birch Hill Investment Advisors LLC 3
FLP Wealth Management, LLC 3
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 3
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 3
Walthausen & Co., LLC 3
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 3
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 3
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 3
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 3
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 3
First Trust Investment Solutions L.P. 3
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 3
Steward Partners Investment Solutions, Llc 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 3
Covalent Partners LLC 3
Longaeva Partners L.P. 3
Banco BTG Pactual S.A. 3
ICONIQ Capital, LLC 3
Shoker Investment Counsel, Inc. 3
Kavi Asset Management, LP 3
Fusion Investment Group, LLC 3
Moab Capital Partners LLC 3
Rosenblum Silverman Sutton S F Inc /ca 3
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 3
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
Sage Rhino Capital Llc 3
City National Bank 3
Securian Funds Trust - SFT Core Bond Fund Class 1 3
TigerShark Management, LLC 3
Beacon Financial Advisory LLC 3
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 3
MSH Capital Advisors LLC 3
Pelorus Jack Capital, L.p. 3
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 3
Bridgeworth, LLC 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
Shepherd Financial Partners LLC 3
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 3
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 3
USAdvisors Wealth Management, LLC 3
Columbia Capital Llc 3
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
Investment Management Of Virginia Llc 3
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 3
Crawford Lake Capital Management, LLC 3
Founders Bank & Trust 3
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 3
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 3
S&t Bank/pa 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 3
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 3
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 3
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 3
Wesleyan Assurance Society 3
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 3
Whalen Wealth Management Inc. 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 3
Courier Capital Llc 3
KAMES CAPITAL management Ltd 3
Community Bank System, Inc. 3
Legg Mason Investment Counsel & Trust Co., N.A. 3
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 3
Antonetti Capital Management LLC 3
Ransom Advisory, Ltd 3
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 3
Wilson, Kemp & Associates, Inc. 3
22nw, Lp 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 3
Archipel Asset Management AB 3
LaSalle Street Capital Management, LLC 3
Sullivan, Bruyette, Speros & Blaney, LLC 3
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 3
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF 3
Legacy Bridge, LLC 3
MEMBERS Trust Co 3
Nicholas Hoffman & Company, LLC. 3
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 3
Pingora Partners LLC 3
Vanguard National Trust Co 3
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 3
Signature Estate & Investment Advisors Llc 3
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 3
Yellowstone Partners, LLC 3
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 3
Opus Investment Management Inc 3
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 3
Tradition Capital Management Llc 3
Cornerstone Advisors Inc 3
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 3
Paragon Advisors, LLC 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 3
Belmont Capital, LLC 3
Bristol Advisors, LLC 3
Towle & Co 3
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 3
Silicon Hills Wealth Management, LLC 3
Hatteras Alternative Mutual Funds, LLC 3
Maso Capital Partners Ltd 3
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 3
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 3
ABVAX - AB TRUST - AB Value Fund Class A 3
Everpar Advisors Llc 3
Amida Capital Management II, LLC 3
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 3
Quad Capital Management Advisors LLC 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 3
Panoramic Capital, LLC 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
Inlet Private Wealth, LLC 3
Barlow Wealth Partners, Inc. 3
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 3
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 3
Strategic Capital Group LLC 3
RB Capital Management, LLC 3
Stux Capital Management, LLC 3
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 3
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 3
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 3
Sumitomo Mitsui Financial Group, Inc. 3
Precept Management LLC 3
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 3
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 3
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 3
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
Hugh Johnson Advisors LLC 3
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 3
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 3
CIPDX - Advisors' Inner Circle Fund II - CHAMPLAIN EMERGING MARKETS FUND Advisor Shares 3
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 3
Hutner Capital Management Inc 3
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 3
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 3
1248 Management, LLC 3
Boulder Growth & Income Fund 3
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 3
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 3
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 3
Berry Wealth Group, LP 3
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 3
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 3
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 3
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 3
Agp Franklin, Llc 3
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 3
RGT Wealth Advisors, LLC 3
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 3
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 3
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 3
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
ANTIPODES PARTNERS Ltd 3
Capital Income Builder 3
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 3
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 3
Harold Davidson & Associates Inc. 3
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
Stonebrook Private Inc. 3
Clifford Swan Investment Counsel Llc 3
Oxford Financial Group Ltd 3
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 3
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 3
Rainier Group Investment Advisory LLC 3
Private Advisory Group LLC 3
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 3
Covenant Asset Management, LLC 3
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
Sarofim Fayez 3
Abbrea Capital, LLC 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 3
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 3
Davidson & Garrard Inc 3
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 3
Wambolt & Associates, LLC 3
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 3
G2 Investment Partners Management LLC 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 3
Bear Mountain Capital, Inc. 3
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 3
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 3
Keener Financial Planning LLC 3
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 3
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 3
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 3
Armor Investment Advisors, LLC 3
United Bank 3
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 3
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 3
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 3
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
Parvin Asset Management, LLC 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
Winthrop Partners - Wny, Llc 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 3
Lewis Asset Management, LLC 3
Summitry Llc 3
Cedrus LLC 3
FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 3
Cognios Beta Neutral Large Cap Fund, Lp 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 3
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 3
Trueblood Wealth Management, LLC 3
MML Series Investment Fund II - MML Asset Momentum Fund Class II 3
Edgemoor Investment Advisors, Inc. 3
Bridge Generations Wealth Management Llc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
Dixon Mitchell Investment Counsel Inc. 3
Premier Path Wealth Partners, LLC 3
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 3
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 3
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 3
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 3
MSD Partners, L.P. 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
Private Capital Management Llc 3
Total Wealth Planning & Management, Inc. 3
National Rural Electric Cooperative Association 3
First Pacific Advisors, LP 3
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
BKM Wealth Management, LLC 3
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 3
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 3
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 3
Fishman Jay A Ltd/mi 3
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 3
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 3
Cion Ares Diversified Credit Fund 3
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 3
Southland Equity Partners LLC 3
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 3
Burns Matteson Capital Management, LLC 3
Thor Advisors, Llc 3
PFS Partners, LLC 3
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares 3
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF 3
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 3
First National Corp /ma/ /adv 3
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 3
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 3
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 3
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 3
Franklin Templeton ETF Trust - Western Asset Bond ETF 3
KPP Advisory Services LLC 3
Cadinha & Co Llc 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
Holderness Investments Co 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 3
Financiere des Professionnels - Fonds d,investissement inc. 3
Toews Corp /adv 3
IronBridge Capital Management LP 3
Buffington Mohr McNeal 3
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A 3
Geller Advisors LLC 3
Buck Wealth Strategies, LLC 3
Peoples Bank/KS 3
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 3
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 3
Richard C. Young & CO., LTD. 3
Signet Investment Advisory Group, Inc. 3
Brown Advisory Securities, LLC 3
Employers Holdings, Inc. 3
Investors Capital Advisory Services 3
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 3
Aspiriant, Llc 3
Inlight Wealth Management, LLC 3
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
Evercore Trust Company, N.A. 3
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 3
Silvia Mccoll Wealth Management, Llc 3
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares 3
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 3
Bell Bank 3
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 3
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 3
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 3
Boston Family Office Llc 3
Clark Estates Inc/ny 3
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 3
Legend Financial Advisors, Inc. 3
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 3
Alpine Series Trust 3
First Sabrepoint Capital Management Lp 3
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 3
Tranquility Partners, LLC 3
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 3
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 3
Armstrong, Fleming & Moore, Inc 3
Peloton Wealth Strategists 3
Cherry Tree Wealth Management, LLC 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 3
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 3
Fortune Financial Advisors, LLC 3
Rubric Capital Management, LLC 3
Emory University 3
Osbon Capital Management Llc 3
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 3
Keel Point, LLC 3
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 3
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 3
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 3
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 3
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 3
University Of Notre Dame Du Lac 3
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 3
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 3
Keudell/Morrison Wealth Management 3
Empower Advisory Group, LLC 3
Cynosure Advisors, Llc 3
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 3
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 3
Cleary Gull Holdings Inc. 3
American Independence Funds Trust 3
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 3
Leonard Rickey Investment Advisors P.L.L.C. 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 3
Motley Fool Funds Trust 3
Northern Capital Management Llc 3
Kendall Capital Management 3
Abacus Wealth Partners, LLC 3
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 3
Titleist Asset Management, Llc 3
Davlin Philanthropic Funds 3
Pacific View Asset Management, Llc 3
Ewa, Llc 3
Pine Valley Investments Ltd Liability Co 3
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
Parthenon Llc 3
Pictet & Cie (Europe) SA 3
Private Management Group Inc 3
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 3
Quintet Private Bank (Europe) S.A. 3
Grandfield & Dodd, Llc 3
Glenhill Advisors Llc 3
Pinnacle West Asset Management, Inc. 3
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 3
Richards, Merrill & Peterson, Inc. 3
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 3
Grey Street Capital, LLC 3
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 3
Penobscot Investment Management Company, Inc. 3
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 3
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 3
Putnam Voyager Fund 3
Authentikos Wealth Advisory, LLC 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 3
A. D. Beadell Investment Counsel, Inc. 3
Pictet North America Advisors SA 3
Fort Baker Capital Management LP 3
McMahon Financial Advisors, LLC 3
Virtus Insight Trust 3
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 3
Paulson & Co. Inc. 3
Woodard & Co Asset Management Group Inc /adv 3
Columbia Funds Variable Insurance Trust I 3
Capital Insight Partners, Llc 3
Fore Capital, LLC 3
Pershing Square Capital Management, L.P. 3
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 3
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 3
Bristol John W & Co Inc /ny/ 3
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 3
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 3
Corrado Advisors, Llc 3
Milestone Investment Advisors LLC 3
Curian Series Trust 3
Lakewood Asset Management LLC 3
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 3
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
Patten & Patten Inc/tn 3
Chelsea Counsel Co 3
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 3
Oppenheimer Main Street Small Cap Fund 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
LaSalle St. Investment Advisors, LLC 3
FirstMerit Bank N A Trustee 3
Linden Thomas Advisory Services, LLC 3
Viking Global Investors Lp 3
Hcim Trust 3
Silverlake Wealth Management Llc 3
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 3
Applied Finance Capital Management, LLC 3
TFB Advisors LLC 3
Meeder Advisory Services, Inc. 3
Nine27 Capital Management, LP 3
Cypress Capital Group 3
Perkins Investment Management, LLC 3
Zevenbergen Capital Investments Llc 3
Grey Fox Wealth Advisors, LLC 3
Scepter Holdings, Inc. 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
Financial Freedom, LLC 3
Montgomery Investment Management Inc 3
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 3
LMG Wealth Partners, LLC 3
Watershed Asset Management, L.L.C. 3
Acima Private Wealth, Llc 3
Aspen Grove Capital, LLC 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
Longbow Finance SA 3
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 3
Nicola Wealth Management Ltd. 3
Locust Wood Capital Advisers, Llc 3
Integrated Quantitative Investments LLC 3
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 3
Altium Wealth Management LLC 3
Castle Creek Arbitrage, LLC 3
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 3
Howard Capital Management Inc. 3
Arista Wealth Management, LLC 3
Oppenheimer Discovery Mid Cap Growth Fund 3
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 3
Tanglewood Legacy Advisors, LLC 3
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 3
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 3
Voit & Company, Llc 3
Eisler Capital (US) LLC 3
Argonautica Private Wealth Management, Inc 3
PayPay Securities Corp 3
National Penn Investors Trust Co /pa 3
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 3
Schwarz Dygos Wheeler Investment Advisors Llc 3
Jessup Wealth Management, Inc 3
Eaton Vance Tax Advantaged Global Dividend Income Fund 3
Chapin Davis, Inc. 3
Northern Financial Advisors Inc 3
Nordwand Advisors, LLC 3
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 3
Dillon & Associates Inc 3
John Hancock Tax-advantaged Global Shareholder Yield Fund 3
Mcdaniel Terry & Co 3
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 3
Dynasty Wealth Management, Llc 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 3
Ambassador Advisors, LLC 3
High Income Opportunities Portfolio - High Income Opportunities Portfolio 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
Outfitter Advisors, Ltd. 3
Retirement Planning Group 3
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3
Cardinal Capital Management, Inc. 3
ASB Consultores, LLC 3
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 3
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 3
Sather Financial Group Inc 3
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 3
SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF 3
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 3
HoyleCohen, LLC 3
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 3
Edmond De Rothschild (suisse) S.a. 3
Tiger Global Management Llc 3
Cresta Advisors, Ltd. 3
Delphi Management Inc /ma/ 3
Osmosis Investment Management UK Ltd 3
Quad-Cities Investment Group, LLC 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 3
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 3
Gunderson Capital Management Inc. 3
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 3
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
America First Investment Advisors, LLC 3
Benchmark Capital Advisors 3
WealthPlan Investment Management, LLC 3
Ifrah Financial Services, Inc. 3
Truepoint, Inc. 3
VSR Financial Services, Inc. 3
Jackson Square Partners, LLC 3
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 3
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 3
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 3
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 3
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 3
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 3
Windsor Creek Advisors, Llc 3
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 3
Horizons Wealth Management 3
Kays Financial Advisory Corp /adv 3
Quantum Financial Advisors, LLC 3
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 3
First National Advisers, LLC 3
Kim, Llc 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 3
Premia Global Advisors, Llc 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
Hikari Power Ltd 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
ULTRA SERIES FUND - Core Bond Fund Class I 3
Equitec Specialists, Llc 3
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF 3
Sentinel Group Funds Inc 3
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 3
RFG - Bristol Wealth Advisors, LLC 3
Venator Capital Management Ltd. 3
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
Spinnaker Trust 3
Spf Beheer Bv 3
Krane Funds Advisors LLC 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
Ntv Asset Management Llc 3
PPM Funds - PPM Floating Rate Income Fund (Inst) 3
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 3
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 3
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 3
Gilman Hill Asset Management, LLC 3
Benson Wealth Management INC 3
Farmer Steven Patrick 3
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 3
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 3
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 3
Pettee Investors, Inc. 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C 3
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 3
Saudi Central Bank 3
Willner & Heller, Llc 3
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 3
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
Quantum Private Wealth, LLC 3
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 3
Range Financial Group LLC 3
Lbmc Investment Advisors, Llc 3
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 3
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 3
BTC Capital Management, Inc. 3
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
Mechanics Financial Corp 3
SS&H Financial Advisors, Inc. 3
Country Club Bank /gfn 3
SILVER OAK SECURITIES, Inc 3
Morgens Waterfall Vintiadis & Co Inc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 3
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 3
Thames Capital Management Llc 3
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 3
Intesa Sanpaolo Wealth Management 3
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 3
Beck Mack & Oliver Llc 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 3
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 3
Stellar Capital Management, LLC 3
Beaumont Financial Partners, LLC 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 3
Goodwin Daniel L 3
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
Badgley Phelps & Bell Inc 3
Hot Gfg Llc 3
Oaktree Diversified Income Fund Inc. 3
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 3
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
First Farmers & Merchants Bank / Trust 3
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
Whalerock Point Partners, Llc 3
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 3
Callahan Advisors, LLC 3
Mfs Intermediate High Income Fund 3
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
Palladium Partners Llc 3
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 3
Mechanics Bank Trust Department 3
Eaton Vance Floating-rate Income Trust 3
DSG Capital Advisors, LLC 3
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 3
Crabel Capital Management, LLC 3
Coronation Asset Management (Pty) Ltd. 3
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 3
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 3
Future Fund LLC 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 3
Titleist Asset Management, Ltd. 3
Granite Bay Wealth Management, LLC 3
Mid-American Wealth Advisory Group, Inc. 3
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 3
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 3
Sunrise Financial Services, LLC 3
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 3
DiMeo Schneider & Associates, L.L.C. 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 3
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 3
West Michigan Advisors, Llc 3
Delaware Investments Dividend & Income Fund, Inc 3
Fluent Financial, LLC 3
Rezny Wealth Management, Inc. 3
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 3
Fragasso Group Inc. 3
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 3
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 3
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 3
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 3
Plimoth Trust Co Llc 3
James Reed Financial Services, Inc. 3
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 3
Mill Capital Management, LLC 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 3
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 3
Delphia (USA) Inc. 3
Gf Fund Management Co. Ltd. 3
Jackson Hole Capital Partners, LLC 3
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 3
Horizon Wealth Management, LLC 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
Resonate Capital, LLC 3
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 3
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 3
Fire Capital Management LLC 3
RE Dickinson Investment Advisors, LLC 3
Delta Accumulation, LLC 3
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 3
Asset Advisors Corp 3
Murphy Capital Management Inc 3
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 3
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 3
OPTIMAS CAPITAL Ltd 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
Trust Co Of Virginia /va 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 3
May Hill Capital, LLC 3
Teca Partners, LP 3
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 3
Bank Of Stockton 3
Stonegate Investment Group, LLC 3
Saxon Interests, Inc. 3
Legacy Financial Independent Advisors Llc 3
Seven Grand Managers, Llc 3
Edmp, Inc. 3
Abeille Asset Management Sa 3
Northcape Wealth Management, Llc 3
Tcw Strategic Income Fund Inc 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
FRG Family Wealth Advisors LLC 3
VELA Investment Management, LLC 3
Macnealy Hoover Investment Management Inc 3
Carson Advisory Inc. 3
Lloyd Park, LLC 3
Hamilton Capital, LLC 3
Albert D Mason Inc 3
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 3
GraniteShares Advisors LLC 3
Litespeed Management, L.L.C. 3
First National Bank & Trust Co Of Newtown 3
Private Wealth Advisors, Inc. 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
Thomasville National Bank 3
Ohio National Investments, Inc. 3
Insight Wealth Strategies, LLC 3
Kathleen S. Wright Associates Inc. 3
Alphinity Investment Management Pty Ltd 3
Butensky & Cohen Financial Security, Inc 3
Capital Management Associates /ny/ 3
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
Paradigm Financial Partners, Llc 3
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 3
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 3
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 3
Peterson Wealth Services 3
Lombardia Capital Partners Llc 3
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 3
Bowman & Co S.C. 3
AMMAX - Allianz Funds Multi-Strategy Trust - AllianzGI Emerging Markets Consumer Fund Class A 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
Douglas C. Lane & Associates, Inc. 3
Osborne Partners Capital Management, Llc 3
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
Liberty All Star Equity Fund 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
Fosun International Ltd 3
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 3
Country Club Trust Company, n.a. 3
Highview Capital Management LLC/DE/ 3
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 3
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 3
Vahanian & Associates Financial Planning Inc. 3
Eagle Ridge Investment Management 3
Buttonwood Financial Advisors Inc. 3
Shelton Wealth Management, Llc 3
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 3
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
New England Investment & Retirement Group, Inc. 3
Lunia Capital Lp 3
Reston Wealth Management Llc 3
Apexium Financial, Lp 3
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 3
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
Aevitas Wealth Management, Inc. 3
Level Financial Advisors, Inc. 3
HNASX - HOMESTEAD FUNDS INC - Growth Fund 3
Evergreen Wealth Solutions, LLC 3
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 3
Virginia Wealth Management Group, Inc. 3
Muzinich & Co., Inc. 3
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 3
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 3
Core Wealth Advisors, Llc 3
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
Kirr Marbach & Co Llc /in/ 3
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 3
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 3
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 3
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 3
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 3
JB Capital LLC 3
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 3
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 3
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 3
Benchstone Capital Management LP 3
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 3
Delta Capital Management Llc 3
Badgley Phelps Wealth Managers, LLC 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 3
Lord Abbett Special Situations Income Fund 3
BINUX - BARON SELECT FUNDS - Baron New Asia Fund R6 Shares 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
Magee Thomson Investment Partners Llc 3
Cortina Funds, Inc. 3
Lucia Wealth Services, Llc 3
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 3
Founders Capital Management, Llc 3
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 3
Chapman Financial Group, Llc 3
Western Asset Income Fund 3
Us Global Investors Funds 3
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 3
ARS Wealth Advisors Group, LLC 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 3
Davidson Investment Advisors 3
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 3
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 3
Keane Capital Management Inc 3
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 3
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 3
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 3
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 3
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 3
Radcliffe Capital Management, L.P. 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
Mason Capital Management Llc 3
Capstone Capital Management Ltd 3
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 3
Viewpoint Investment Partners Corp 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
Kovitz Investment Group, LLC 3
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 3
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 3
Border to Coast Pensions Partnership Ltd 3
Boit C F David 3
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 3
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 3
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 3
Mizuho Securities Co. Ltd. 3
Cherry Creek Investment Advisors, Inc. 3
Maple Capital Management, Inc. 3
Coyle Financial Counsel LLC 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 3
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 3
VIOPX - VALIC Co I - International Opportunities Fund 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
Boardman Bay Capital Management Llc 3
Empyrean Capital Partners, LP 3
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 3
Half Sky Capital (UK) Ltd 3
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A 3
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 3
NMIEX - Northern Funds - Active M International Equity Fund 3
Acuitas Investments, LLC 3
Pinnacle Wealth Advisors 3
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 3
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 3
Emfo, Llc 3
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 3
Atherton Lane Advisers, Llc 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 3
WealthTrust Asset Management, LLC 3
Smith Anglin Financial, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 3
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 3
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 3
Findlay Park Partners LLP 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
Invst, LLC 3
NOLVX - Northern Funds - Northern Large Cap Value Fund 3
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 3
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 3
NOLCX - Northern Funds - Northern Large Cap Core Fund 3
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 3
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 3
ProVise Management Group, LLC 3
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 3
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 3
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 3
Hc Financial Advisors Inc 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 3
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 3
Pimco Income Opportunity Fund 3
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 3
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 3
West Coast Financial LLC 3
CSM Advisors, LLC 3
Kellner Capital, LLC 3
Fi3 FINANCIAL ADVISORS, LLC 3
Gries Financial Llc 3
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 3
Davy Global Fund Management Ltd 3
Gitterman Wealth Management, LLC 3
Hotaling Investment Management, LLC 3
Koss-Olinger Consulting, LLC 3
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 3
Midas Management Corp 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 3
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 3
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 3
Inverness Counsel Llc /ny/ 3
Force Capital Management LLC 3
LCM Capital Management Inc 3
Western Asset Management Company, LLC 3
Argos Wealth Advisors, LLC 3
JCIC Asset Management Inc. 3
Connectus Wealth, LLC 3
Precision Wealth Strategies, LLC 3
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 3
PlanVest Financial, Inc 3
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 3
Piscataqua Savings Bank 3
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 3
Bard Financial Services, Inc. 3
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 3
Shamrock Asset Management LLC 3
Mengis Capital Management, Inc. 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
Curi Wealth Management, LLC 3
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 3
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 3
Bridgewater Wealth & Financial Management, LLC 3
Klingenstein Fields & Co Lp 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
VSM Wealth Advisory, LLC 3
Encompass Wealth Advisors, Llc 3
Fidelity National Financial, Inc. 3
Main Street Financial Solutions, LLC 3
CPG Cooper Square International Equity, LLC 3
Estate Planners Group, LLC 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
First Eagle Credit Opportunities Fund 3
Hound Partners, LLC 3
Taylor Frigon Capital Management LLC 3
Round Rock Advisors, LLC 3
Outfitter Financial LLC 3
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 3
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 3
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 3
NinePointTwo Capital 3
Accuvest Global Advisors 3
Decatur Capital Management, Inc. 3
Stance Capital Llc 3
Kylin Management LLC 3
Impact Capital Partners LLC 3
Onyx Bridge Wealth Group LLC 3
Huber Capital Management LLC 3
Miller Financial Services LLC 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
Wealth High Governance Capital Ltda 3
Engine No. 1 Llc 3
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 3
Promus Capital, LLC 3
FormulaFolio Investments, LLC 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
Concorde Asset Management, LLC 3
Nan Shan Life Insurance Co., Ltd. 3
Hickory Point Bank & Trust 3
Ritter Daniher Financial Advisory, Llc 3
Wealthspring Capital LLC 3
Sittner & Nelson, Llc 3
Woodward Diversified Capital, Llc 3
Ami Asset Management Corp 3
Sax Wealth Advisors, Llc 3
Curated Wealth Partners LLC 3
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 3
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 3
Genesee Capital Advisors, LLC 3
Sherman Asset Management, Inc. 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 3
Dymon Asia Capital (singapore) Pte. Ltd. 3
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 3
B&D White Capital Company, LLC 3
Tri-continental Corp 3
Teachers Insurance & Annuity Association Of America 3
Catawba Capital Management /va 3
Abound Financial, Llc 3
Marshall Investment Management, Llc 3
Waverton Investment Management Ltd 3
qPULA Trading Management LP 3
Ophir Asset Management Pty Ltd 3
Greystone Financial Group, LLC 3
Reby Advisors, LLC 3
Capital & Planning, Llc 3
Forte Capital Llc /adv 3
Cannon Global Investment Management, LLC 3
Wealth Science Advisors LLC 3
PUREfi Wealth, LLC 3
CFS Investment Advisory Services, LLC 3
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 3
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 3
Renasant Bank 3
Insight Advisors, LLC/ PA 3
Cerro Pacific Wealth Advisors LLC 3
Cohen Klingenstein LLC 3
Quent Long Short Global Small Cap Fund, LP 3
ShoreHaven Wealth Partners, LLC 3
CBOE Vest Financial, LLC 3
IAM Advisory, LLC 3
Nvest Wealth Strategies, Inc. 3
Kentucky Trust Co 3
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 3
Parasol Investment Management, LLC 3
Hoertkorn Richard Charles 3
Phoenix Wealth Advisors 3
Stewart & Patten Co Llc 3
Laurel Grove Capital, LLC 3
BLB&B Advisors, LLC 3
West Financial Advisors, LLC 3
TriaGen Wealth Management LLC 3
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 3
Louisbourg Investments Inc. 3
Future Financial Wealth Managment LLC 3
Hager Investment Management Services, Llc 3
Morris Retirement Advisors, LLC 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
Peachtree Investment Advisors, Inc. 3
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 3
Broad Bay Capital Management, LP 3
Susquehanna International Group Ltd. 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
Templeton Global Income Fund 3
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 3
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 3
Mirova 3
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 3
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 3
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
Safir Wealth Advisors, LLC 3
CFG Wealth Management Services, Inc. 3
Robotti Robert 3
Dodge & Cox 3
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 3
Lvm Capital Management Ltd/mi 3
Mjp Associates Inc /adv 3
Diversified, LLC 3
IFS Advisors, LLC 3
Eq Wealth Advisors, Llc 3
Golden Green, Inc. 3
Kinloch Capital, LLC 3
Ariel Investments, Llc 3
Kaufman Rossin Wealth, LLC 3
Union Bancaire Privee, UBP SA 3
Norman Fields, Gottscho Capital Management, LLC 3
Foster Group, Inc. 3
Berbice Capital Management LLC 3
ADW Capital Management, LLC 3
ID Management A/S 3
Bennett Selby Investments Lp 3
Northstar Advisory Group, LLC 3
Decker Retirement Planning Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 3
Journey Advisory Group, LLC 3
Castle Rock Wealth Management, LLC 3
Westmount Partners, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 3
272 Capital LP 3
Florida Financial Advisors, Llc 3
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 3
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 3
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 3
Cullinan Associates Inc 3
Avenir Corp 3
Wealth Advisory Solutions, LLC 3
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 3
Banced Corp 3
Susquehanna Securities, Llc 3
Platform Technology Partners 3
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 3
Pure Financial Advisors, Inc. 3
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 3
Vontobel Asset Management Inc 3
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 3
Nuveen Mortgage Opportunity Term Fund 3
Birch Run Capital Advisors, LP 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z 3
Nuveen Global High Income Fund 3
Private Asset Management Inc 3
CHICAGO TRUST Co NA 3
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
Nexus Investment Management ULC 3
Aegis Financial Corp 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 3
Pensionfund Sabic 3
Eaton Vance Floating-rate 2022 Target Term Trust 3
Needelman Asset Management Inc 3
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 3
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 3
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 3
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 3
Allianz Se 3
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 3
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 3
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 3
William Harris Investors Inc 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 3
Kynikos Associates LP 3
Select Equity Group, L.P. 3
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 3
Solas Capital Management, LLC 3
Boston Common Asset Management, LLC 3
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 3
Miller Global Investments, LLC 3
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 3
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 3
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 3
Hanlon Investment Management, Inc. 3
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 3
Aster Investment Management Co Inc 3
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 3
Gyroscope Capital Management Group, Llc 3
Cazenove Capital Management Ltd 3
Haber Trilix Advisors, Lp 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 3
Quantedge Capital Pte Ltd 3
Bel Air Investment Advisors Llc 3
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 3
Afton Capital Management Llc 3
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
Bard Associates Inc 3
Legacy Wealth Managment, LLC/ID 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 3
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 3
Conway Capital Management, Inc. 3
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 3
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 3
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 3
Cornerstone Advisors Asset Management, Inc 3
Kcm Investment Advisors Llc 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 3
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 3
Jacob Asset Management Of New York Llc 3
Everstar Asset Management, LLC 3
Miller Investment Management, LP 3
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 3
Credo Capital Management, LLC 3
Lountzis Asset Management, Llc 3
Prudent Man Advisors, LLC 3
Gallagher Fiduciary Advisors, LLC 3
Portus Wealth Advisors, LLC 3
Milestone Advisory Partners 3
Delaware Vip Trust - Delaware Vip Value Series Standard Class 3
Quartz Partners, LLC 3
Putney Financial Group LLC 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 3
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 3
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 3
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 3
New England Professional Planning Group Inc. 3
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 3
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 3
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 3