Hotels and Motels - 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
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 104
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 95
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 91
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 81
Pacer Advisors, Inc. 80
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 73
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 71
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 70
Blackrock Ltd Duration Income Trust 70
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 69
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 69
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 68
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 68
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 67
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 66
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 65
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 65
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 64
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 64
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 62
Blackrock Corporate High Yield Fund, Inc. 62
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 62
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 61
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 61
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 61
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 60
Six Circles Trust - Six Circles Credit Opportunities Fund 60
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 59
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 59
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 58
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 58
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 58
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 58
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 58
MASTER BOND LLC - Master Total Return Portfolio 57
Blackrock Debt Strategies Fund, Inc. 57
AHIVX - American Century Investment Trust - High Income Fund Investor Class 56
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 56
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 56
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 56
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 55
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 55
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 55
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 55
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 54
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 54
Blackrock Multi-sector Income Trust 54
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 54
Blackrock Core Bond Trust 54
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 54
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 53
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 53
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 52
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 52
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 52
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 52
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 52
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 52
Morgan Stanley 52
Blackrock Credit Allocation Income Trust 52
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 52
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 52
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 52
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 52
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 52
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 51
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 51
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 51
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 50
Goldman Sachs Group Inc 50
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 50
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 50
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 50
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 50
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 50
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 50
Advanced Series Trust - Ast High Yield Portfolio 50
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 50
Alliancebernstein Global High Income Fund Inc 49
Prudential Short Duration High Yield Fund, Inc. 49
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 49
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 49
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 49
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 48
Jpmorgan Chase & Co 48
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 48
Vanguard Group Inc 48
Royal Bank Of Canada 48
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 48
Wells Fargo & Company/mn 48
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 48
Barclays Plc 48
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 47
Credit Suisse Ag/ 47
Citigroup Inc 47
Bank of New York Mellon Corp 47
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 47
Deutsche Bank Ag\ 47
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 47
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 47
BlackRock, Inc. 47
UBS Group AG 47
Bank Of America Corp /de/ 47
Millennium Management Llc 46
Citadel Advisors Llc 46
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 46
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 46
BlackRock Credit Strategies Fund 46
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 46
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 46
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 46
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 46
Bnp Paribas Arbitrage, Sa 45
FEDERATED CORE TRUST - High Yield Bond Portfolio 45
Susquehanna International Group, Llp 45
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 45
Ameriprise Financial Inc 45
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 45
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 45
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 45
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 44
Invesco Ltd. 44
Renaissance Technologies Llc 44
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 44
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 44
State Street Corp 44
Northern Trust Corp 44
Tower Research Capital LLC (TRC) 44
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 44
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 44
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 43
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 43
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 43
D. E. Shaw & Co., Inc. 43
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 43
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 43
Fmr Llc 43
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 43
Manufacturers Life Insurance Company, The 42
Jane Street Group, Llc 42
Two Sigma Advisers, Lp 42
Two Sigma Investments, Lp 42
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 42
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 42
Sei Investments Co 42
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 42
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 42
Dimensional Fund Advisors Lp 42
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 42
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 42
SG Americas Securities, LLC 42
Geode Capital Management, Llc 42
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 41
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 41
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 41
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 41
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 41
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 41
Bank Of Montreal /can/ 41
Nomura Holdings Inc 41
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 41
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 41
Prelude Capital Management, Llc 40
Proequities, Inc. 40
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 40
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 40
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 40
Group One Trading, L.p. 40
Aqr Capital Management Llc 40
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 40
Rhumbline Advisers 40
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 40
Us Bancorp \de\ 39
Simplex Trading, Llc 39
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 39
California Public Employees Retirement System 39
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 39
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 39
Jefferies Group LLC 39
Neuberger Berman Group LLC 39
Voya Investment Management Llc 39
Pnc Financial Services Group, Inc. 39
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 39
Gsa Capital Partners Llp 39
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 39
Creative Planning 39
Marshall Wace, Llp 39
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 39
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 39
Balyasny Asset Management Llc 39
Wolverine Trading, Llc 39
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 39
Paloma Partners Management Co 39
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 39
Alliancebernstein L.p. 38
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 38
Russell Investments Group, Ltd. 38
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 38
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 38
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 38
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 38
California State Teachers Retirement System 38
Marshall Wace North America L.P. 38
Charles Schwab Investment Management Inc 38
Cutler Group LP 38
Parametric Portfolio Associates Llc 38
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 38
New York State Common Retirement Fund 38
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 38
Walleye Trading LLC 37
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 37
Legal & General Group Plc 37
Putnam Master Intermediate Income Trust 37
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 37
American International Group, Inc. 37
Cubist Systematic Strategies, LLC 37
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 37
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 37
IFP Advisors, Inc 37
Verition Fund Management LLC 37
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 37
A.R.T. Advisors, LLC 37
Arrowstreet Capital, Limited Partnership 37
Allianz Asset Management GmbH 37
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 37
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 37
Federated Hermes, Inc. 37
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 37
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 37
Oxford Asset Management Llp 37
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 36
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 36
Pimco Dynamic Income Fund 36
Prudential Global Short Duration High Yield Fund, Inc. 36
Pimco Corporate & Income Opportunity Fund 36
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 36
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 36
Wellington Management Group Llp 36
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 36
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 36
Virtu Financial LLC 36
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 36
Victory Capital Management Inc 36
Quantbot Technologies LP 36
Engineers Gate Manager LP 36
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 36
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 36
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 36
Ladenburg Thalmann Financial Services Inc 36
BlackRock ETF Trust II - BlackRock Flexible Income ETF 36
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 36
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 36
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 36
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 36
LPL Financial LLC 35
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 35
Panagora Asset Management Inc 35
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 35
Squarepoint Ops LLC 35
Pimco Flexible Credit Income Fund 35
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 35
First Trust Advisors Lp 35
Putnam Investments Llc 35
Putnam Premier Income Trust 35
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 35
PEAK6 Investments, L.P. 35
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 35
Eaton Vance Ltd Duration Income Fund 35
Northwestern Mutual Wealth Management Co 35
Envestnet Asset Management Inc 35
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 35
BlackRock Institutional Trust Company, N.A. 35
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 35
Price T Rowe Associates Inc /md/ 35
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 35
Mfs Multimarket Income Trust 34
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 34
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 34
Tudor Investment Corp Et Al 34
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 34
BlackRock Capital Allocation Trust 34
Nuveen Asset Management, LLC 34
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 34
Ubs Asset Management Americas Inc 34
Boothbay Fund Management, Llc 34
PDT Partners, LLC 34
Bessemer Group Inc 34
Driehaus Capital Management Llc 34
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 34
Nationwide Fund Advisors 34
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 34
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 34
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 34
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 34
Acadian Asset Management Llc 34
American Century Companies Inc 34
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 34
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 34
Pimco Income Opportunity Fund 34
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 34
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 34
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 34
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 34
Huntington National Bank 34
Capstone Investment Advisors, Llc 33
Zurcher Kantonalbank (Zurich Cantonalbank) 33
Norges Bank 33
Lazard Asset Management Llc 33
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 33
Metropolitan Life Insurance Co/ny 33
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 33
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 33
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 33
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 33
Teacher Retirement System Of Texas 33
BlackRock Investment Management, LLC 33
Hsbc Holdings Plc 33
Advisor Group, Inc. 33
HighTower Advisors, LLC 33
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 33
Point72 Asset Management, L.P. 33
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 33
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 33
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 33
Strs Ohio 33
Principal Financial Group Inc 33
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 33
Mfs Charter Income Trust 33
Tiaa Cref Investment Management Llc 33
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 33
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 33
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 33
Quadrant Capital Group Llc 33
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 33
Guggenheim Capital Llc 33
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 33
Qube Research & Technologies Ltd 33
Advisory Services Network, LLC 33
Trexquant Investment LP 33
Prudential Financial Inc 33
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 32
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 32
Swiss National Bank 32
Pcm Fund, Inc. 32
Glenmede Trust Co Na 32
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 32
BlackRock Advisors LLC 32
BlackRock Fund Advisors 32
John Hancock Income Securities Trust 32
Ubs Ag 32
Man Group plc 32
Fifth Third Bancorp 32
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 32
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 32
Teachers Advisors, Llc 32
Macquarie Group Ltd 32
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 32
BlueCrest Capital Management Ltd 32
Parallax Volatility Advisers, L.P. 32
Wolverine Asset Management Llc 32
Point72 Hong Kong Ltd 32
State Board Of Administration Of Florida Retirement System 32
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 32
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 32
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 32
LMR Partners LLP 32
Russell Frank Co/ 32
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 32
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 32
Advisor Group Holdings, Inc. 32
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 32
ProShare Advisors LLC 31
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 31
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 31
Lord, Abbett & Co. Llc 31
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 31
Kcg Holdings, Inc. 31
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 31
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 31
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 31
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 31
Stifel Financial Corp 31
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 31
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 31
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 31
Canada Pension Plan Investment Board 31
Public Employees Retirement System Of Ohio 31
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 31
Signaturefd, Llc 31
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 31
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 31
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 31
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 31
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 31
Axa S.a. 31
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 31
Rockefeller Capital Management L.P. 31
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 30
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 30
Laurion Capital Management LP 30
Franklin Resources Inc 30
Acrospire Investment Management LLC 30
Credit Agricole S A 30
Hudson Bay Capital Management LP 30
Magnetar Financial LLC 30
Highbridge Capital Management Llc 30
Hrt Financial Lp 30
Fs Credit Income Fund 30
Comerica Bank 30
Sterling Capital Management LLC 30
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 30
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 30
O'shaughnessy Asset Management, Llc 30
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 30
Ubs Oconnor Llc 30
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 30
Hbk Investments L P 30
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 30
Thrivent Financial For Lutherans 30
Janus Henderson Group Plc 30
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 30
Cwm, Llc 30
Raymond James & Associates 30
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 30
Los Angeles Capital Management Llc 30
PEAK6 Investments LLC 30
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 30
Assetmark, Inc 30
Pimco Corporate & Income Strategy Fund 30
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 30
Caxton Associates Lp 30
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 30
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 30
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 30
AMP Capital Investors Ltd 30
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 30
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 30
Neuberger Berman High Yield Strategies Fund Inc. 30
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 30
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 29
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 29
Aperio Group, LLC 29
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 29
Capital Fund Management S.a. 29
Federation des caisses Desjardins du Quebec 29
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 29
Ameritas Investment Partners, Inc. 29
Dupont Capital Management Corp 29
College Retirement Equities Fund 29
Fox Run Management, L.l.c. 29
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 29
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 29
Principal Funds Inc 29
Calamos Global Dynamic Income Fund 29
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 29
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 29
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 29
Schonfeld Strategic Advisors LLC 29
Nisa Investment Advisors, Llc 29
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 29
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 29
Voloridge Investment Management, Llc 29
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 29
Dynamic Technology Lab Private Ltd 29
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 29
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 29
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 29
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 29
Winton Capital Group Ltd 29
NOSGX - Northern Funds - Northern Small Cap Value Fund 29
Schroder Investment Management Group 29
Pimco Income Strategy Fund 29
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 29
Truist Financial Corp 29
Quadrature Capital Ltd 29
ExodusPoint Capital Management, LP 29
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 29
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 29
Landscape Capital Management, L.l.c. 28
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 28
MetLife Securities, Inc 28
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 28
Vanguard Capital Management Llc 28
KBC Group NV 28
Calamos Strategic Total Return Fund 28
BlackRock Group LTD 28
MetLife Investment Management, LLC 28
Pimco Global Stocksplus & Income Fund 28
Pimco Dynamic Credit & Mortgage Income Fund 28
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 28
Allworth Financial LP 28
Mackenzie Financial Corp 28
Virtus Global Dividend & Income Fund Inc. 28
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 28
Great West Life Assurance Co /can/ 28
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 28
Invesco Senior Income Trust 28
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 28
Parallel Advisors, LLC 28
BlackRock Multi-Sector Opportunities Trust II 28
Connor, Clark & Lunn Investment Management Ltd. 28
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 28
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 28
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 28
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 28
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 28
Gotham Asset Management, LLC 28
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 28
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 28
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 28
NumerixS Investment Technologies Inc 28
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 28
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 28
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 28
GWM Advisors LLC 28
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 28
Meeder Asset Management Inc 28
State Of Wisconsin Investment Board 28
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 28
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 28
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 28
Natixis 27
Campbell & CO Investment Adviser LLC 27
Bamco Inc /ny/ 27
Long Pond Capital, LP 27
Jump Financial, LLC 27
First Republic Investment Management, Inc. 27
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 27
Lindbrook Capital, Llc 27
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 27
Stevens Capital Management Lp 27
State of New Jersey Common Pension Fund D 27
EverSource Wealth Advisors, LLC 27
Shell Asset Management Co 27
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 27
Clear Street Markets Llc 27
Walleye Capital LLC 27
Invesco Senior Loan Fund 27
Ellington Management Group Llc 27
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 27
Coldstream Capital Management Inc 27
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 27
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 27
Emerald Acquisition Ltd. 27
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 27
Amalgamated Bank 27
Pimco Income Strategy Fund Ii 27
Gabelli Funds Llc 27
OMERS ADMINISTRATION Corp 27
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 27
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 27
Mfs Special Value Trust 27
First Horizon Advisors, Inc. 27
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 27
Bayesian Capital Management, LP 27
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 27
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 27
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 27
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 27
Calamos Global Total Return Fund 27
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 27
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 27
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 27
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 27
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 27
AdvisorShares Investments LLC 27
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 27
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 27
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 27
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 27
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 27
Mfs Intermediate High Income Fund 27
HAP Trading, LLC 27
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 26
Mackay Shields Llc 26
Brookfield Real Assets Income Fund Inc. 26
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 26
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 26
Quantitative Systematic Strategies LLC 26
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 26
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 26
Captrust Financial Advisors 26
Centiva Capital, LP 26
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 26
Calamos Convertible & High Income Fund 26
First Trust High Income Long/short Fund 26
Glassman Wealth Services 26
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 26
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 26
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 26
Raymond James Financial Inc 26
Weiss Multi-Strategy Advisers LLC 26
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 26
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 26
MUFG Americas Holdings Corp 26
Susquehanna Fundamental Investments, Llc 26
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 26
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 26
NEXT Financial Group, Inc 26
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 26
United Capital Financial Advisers, Llc 26
Farther Finance Advisors, LLC 26
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 26
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 26
Calamos Convertible Opportunities & Income Fund 26
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 26
Fuller & Thaler Asset Management, Inc. 26
Cornerstone Capital Management Holdings Llc. 26
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 26
Virginia Retirement Systems Et Al 26
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 26
Cresset Asset Management, LLC 26
Calamos Long/Short Equity & Dynamic Income Trust 26
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 26
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 26
ClariVest Asset Management LLC 26
CIBC Private Wealth Group, LLC 26
BNP Paribas Asset Management Holding S.A. 26
XTX Topco Ltd 26
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 26
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 26
Penserra Capital Management LLC 26
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 26
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 26
Managed Account Advisors Llc 26
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 26
Oppenheimer & Co Inc 26
DekaBank Deutsche Girozentrale 26
Steward Partners Investment Advisory, Llc 26
Public Sector Pension Investment Board 26
Janney Montgomery Scott LLC 26
Convergence Investment Partners, LLC 26
New York State Teachers Retirement System 26
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 26
Blackrock Floating Rate Income Strategies Fund, Inc. 26
Blackrock 2022 Global Income Opportunity Trust 26
Wealthspire Advisors, L.P. 25
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 25
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 25
Hantz Financial Services, Inc. 25
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 25
Gamco Investors, Inc. Et Al 25
Blackrock Floating Rate Income Trust 25
Oppenheimer Asset Management Inc. 25
Private Trust Co Na 25
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 25
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 25
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 25
Y-Intercept (Hong Kong) Ltd 25
GAM Holding AG 25
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 25
Natixis Advisors, L.p. 25
Tiaa-cref Funds 25
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 25
Algert Global Llc 25
Arizona State Retirement System 25
Zacks Investment Management 25
Jacobs Levy Equity Management, Inc 25
Toronto Dominion Bank 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 25
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 25
Piedmont Investment Advisors Llc 25
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 25
Calamos Dynamic Convertible & Income Fund 25
Two Sigma Securities, Llc 25
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 25
Cambridge Investment Research Advisors, Inc. 25
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 25
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 25
PGIM Short Duration High Yield Opportunities Fund 25
Quarry LP 25
TCI Wealth Advisors, Inc. 25
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 25
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 25
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 25
Parkside Financial Bank & Trust 25
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 25
Versant Capital Management, Inc 25
State of Alaska, Department of Revenue 25
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 25
Vanguard Index Funds 25
Mariner, LLC 25
Alberta Investment Management Corp 25
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 25
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 25
Invesco Bond Fund 25
Pimco High Income Fund 25
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 25
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 25
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 25
Public Employees Retirement Association Of Colorado 25
Vantagepoint Funds 25
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 25
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 25
M&t Bank Corp 25
Numeric Investors Llc 25
Alpine Global Management, LLC 25
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 25
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 25
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 25
Amundi Pioneer Asset Management Inc 25
VDAFX - VALIC Co I - Dynamic Allocation Fund 25
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 25
IWV - iSHARES TRUST - iShares Russell 3000 ETF 24
High Income Opportunities Portfolio - High Income Opportunities Portfolio 24
Waterfront Capital Partners, LLC 24
State of Wyoming 24
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 24
Eaton Vance Management 24
Healthcare Of Ontario Pension Plan Trust Fund 24
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 24
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 24
Sonora Investment Management, LLC 24
Thompson Davis & Co., Inc. 24
Cipher Capital LP 24
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 24
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 24
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 24
Caitong International Asset Management Co., Ltd 24
Ancora Advisors, LLC 24
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 24
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 24
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 24
Dreyfus High Yield Strategies Fund 24
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 24
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 24
Teachers Retirement System Of The State Of Kentucky 24
First Quadrant L P/ca 24
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 24
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 24
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 24
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 24
Oppenheimer Funds Inc 24
GIMFX - GMO TRUST - GMO Implementation Fund 24
Smartleaf Asset Management LLC 24
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 24
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 24
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 24
Quantamental Technologies LLC 24
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 24
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 24
John Hancock Hedged Equity & Income Fund 24
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 24
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 24
Global Retirement Partners, LLC 24
Bridgeway Capital Management Inc 24
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 24
Principal Securities, Inc. 24
Wexford Capital Lp 24
Jones Financial Companies Lllp 24
CENTRAL TRUST Co 24
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 24
Maverick Capital Ltd 24
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 24
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 24
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 24
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 24
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 24
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 24
QS Investors, LLC 24
Loomis Sayles & Co L P 24
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 24
New America High Income Fund Inc 24
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 24
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 24
Mutual Of America Capital Management Llc 24
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 24
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 24
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 24
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 24
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 24
Larson Financial Group LLC 24
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 24
Sculptor Capital LP 23
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 23
Mirae Asset Global Investments Co., Ltd. 23
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 23
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 23
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 23
PineBridge Investments, L.P. 23
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 23
Nuveen, LLC 23
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 23
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 23
Mml Investors Services, Llc 23
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 23
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 23
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 23
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 23
Advent Claymore Convertible Securities & Income Fund 23
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 23
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 23
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 23
Catalyst Capital Advisors LLC 23
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 23
Calamos Advisors LLC 23
Wealthspire Advisors, LLC 23
Baird Financial Group, Inc. 23
Sunbelt Securities, Inc. 23
Raymond James Financial Services Advisors, Inc. 23
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 23
Brown Brothers Harriman & Co 23
Nordea Investment Management Ab 23
Graham Capital Management, L.P. 23
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 23
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 23
Profund Advisors Llc 23
Bell Investment Advisors, Inc 23
Seven Eight Capital, Lp 23
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 23
Blackrock Multi-sector Opportunities Trust 23
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 23
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 23
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 23
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 23
SRS Capital Advisors, Inc. 23
Caption Management, LLC 23
Cetera Advisor Networks LLC 23
Lombard Odier Asset Management (USA) Corp 23
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 23
Orion Portfolio Solutions, LLC 23
Allspring Global Investments Holdings, LLC 23
Private Advisor Group, LLC 23
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 23
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 23
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 23
Ci Investments Inc. 23
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 23
Franklin Ltd Duration Income Trust 23
Par Capital Management Inc 23
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 23
Regions Financial Corp 23
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 23
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 23
PENN SERIES FUNDS INC - International Equity Fund 23
Pimco Strategic Income Fund, Inc 23
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 23
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 23
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 23
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 23
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 23
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 23
Proficio Capital Partners LLC 23
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 23
Berman Capital Advisors, LLC 23
Harvest Fund Management Co., Ltd 23
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 23
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 23
PPM Funds - PPM High Yield Core Fund (Inst) 23
Ellevest, Inc. 23
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 23
Private Capital Group, LLC 23
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 23
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 23
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 23
Jefferies Financial Group Inc. 23
Airain ltd 23
United Services Automobile Association 23
BlackRock Japan Co. Ltd 23
Css Llc/il 22
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 22
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 22
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 22
National Bank Of Canada /fi/ 22
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 22
State Farm Mutual Fund Trust 22
Commonwealth Equity Services, Llc 22
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 22
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 22
Police & Firemen's Retirement System of New Jersey 22
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 22
Employees Retirement System of Texas 22
Vident Investment Advisory, LLC 22
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 22
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 22
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 22
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 22
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 22
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 22
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 22
Rothschild Investment Llc 22
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 22
Mitsubishi UFJ Trust & Banking Corp 22
Ronald Blue Trust, Inc. 22
Stratos Wealth Partners, LTD. 22
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 22
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 22
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 22
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 22
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 22
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 22
JustInvest LLC 22
Pinnacle Wealth Planning Services, Inc. 22
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 22
American Portfolios Advisors 22
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 22
Vanguard World Fund 22
Covestor Ltd 22
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 22
Menta Capital Llc 22
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 22
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 22
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 22
Mercer Global Advisors Inc /adv 22
Nomura Asset Management Co Ltd 22
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 22
Asset Management One Co., Ltd. 22
MAI Capital Management 22
Profunds - Profund Vp Oil & Gas 22
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 22
FIL Ltd 22
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 22
Municipal Employees' Retirement System of Michigan 22
Dark Forest Capital Management Lp 22
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 22
Nicholas Investment Partners, LP 22
Great Lakes Advisors, Llc 22
Oppenheimer Etf Trust 22
Alyeska Investment Group, L.P. 22
Bluefin Trading, LLC 22
Massachusetts Financial Services Co /ma/ 22
Ing Groep Nv 22
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 22
Summit Trail Advisors, Llc 22
National Asset Management, Inc. 22
First Hawaiian Bank 22
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 22
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 22
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 22
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 22
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 22
Eagle Asset Management Inc 22
Spark Investment Management LLC 22
Advent Capital Management /de/ 22
Spire Wealth Management 22
True Wealth Design, LLC 22
Boston Partners 22
J. Goldman & Co LP 22
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 22
Louisiana State Employees Retirement System 22
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 22
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 22
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 22
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 22
Blueshift Asset Management, LLC 22
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 22
Advisors Asset Management, Inc. 22
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 22
Ergoteles LLC 22
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 22
Brevan Howard Capital Management LP 22
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 22
State Farm Variable Product Trust 22
State of Tennessee, Treasury Department 22
Penn Capital Management Co Inc 22
Grantham, Mayo, Van Otterloo & Co. LLC 21
Brandywine Global Investment Management, LLC 21
Catalyst Funds Management Pty Ltd 21
Plante Moran Financial Advisors, LLC 21
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 21
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 21
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 21
Tfs Capital Investment Trust 21
Hancock Whitney Corp 21
Eaton Vance Senior Floating Rate Trust 21
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 21
Bokf, Na 21
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 21
LS Investment Advisors, LLC 21
Eaton Vance Senior Income Trust 21
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 21
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 21
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 21
Karp Capital Management Corp 21
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 21
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 21
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 21
Atom Investors LP 21
Aquatic Capital Management LLC 21
Tfs Capital Llc 21
Skopos Labs, Inc. 21
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 21
Geneos Wealth Management Inc. 21
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 21
Oregon Public Employees Retirement Fund 21
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 21
Voya Senior Income Fund 21
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 21
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 21
Umb Bank N A/mo 21
First Mercantile Trust Co 21
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 21
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 21
C M Bidwell & Associates Ltd 21
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 21
Cibc World Markets Corp 21
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 21
Vestcor Inc 21
Valeo Financial Advisors, LLC 21
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 21
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 21
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 21
Visium Asset Management, LP 21
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 21
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 21
Sowell Financial Services LLC 21
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 21
Holocene Advisors, LP 21
Cerity Partners LLC 21
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 21
Scopus Asset Management, L.p. 21
Weiss Strategic Interval Fund 21
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 21
CIBC Asset Management Inc 21
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 21
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 21
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 21
Aviva Plc 21
Jane Street Holding, LLC 21
Pictet Asset Management Holding SA 21
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 21
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 21
Mason Street Advisors, Llc 21
Texas Permanent School Fund 21
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 21
Brown Advisory Inc 21
Eaton Vance Floating-rate Income Trust 21
Cadence Capital Management Llc 21
Western Asset High Income Fund Ii Inc. 21
Aigen Investment Management, Lp 21
Capula Management Ltd 21
Jennison Associates Llc 21
Point72 Asia (Singapore) Pte. Ltd. 21
Brinker Capital Investments, LLC 21
BEDZ - AdvisorShares Trust - AdvisorShares Hotel ETF 21
SBI Securities Co., Ltd. 21
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 21
Pictet Asset Management Ltd 21
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 21
Massmutual Trust Co Fsb/adv 21
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 21
Vanguard Fiduciary Trust Co 21
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 21
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 20
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 20
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 20
Yousif Capital Management, Llc 20
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 20
Corebridge Financial, Inc. 20
Gradient Investments LLC 20
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 20
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 20
D.a. Davidson & Co. 20
International Assets Investment Management, Llc 20
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 20
SAC Capital Advisors LP 20
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 20
John Hancock Investors Trust 20
Migdal Insurance & Financial Holdings Ltd. 20
Enterprise Financial Services Corp 20
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 20
Fieldpoint Private Securities, LLC 20
Bridgefront Capital, LLC 20
Td Asset Management Inc 20
Gemmer Asset Management LLC 20
Bank Of Nova Scotia 20
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 20
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 20
Crossmark Global Holdings, Inc. 20
EAM Investors, LLC 20
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 20
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 20
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 20
Rafferty Asset Management, LLC 20
Atria Investments Llc 20
Picton Mahoney Asset Management 20
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 20
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 20
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 20
Echo Street Capital Management LLC 20
GAMMA Investing LLC 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 20
Sumitomo Mitsui Trust Holdings, Inc. 20
HG Vora Capital Management, LLC 20
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 20
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 20
K2 Principal Fund, L.p. 20
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 20
Commonwealth Bank Of Australia 20
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 20
Skandinaviska Enskilda Banken AB (publ) 20
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 20
Soros Fund Management Llc 20
Brookfield Asset Management Inc. 20
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 20
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 20
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 20
Spot Trading L.L.C 20
First Trust High Yield Opportunities 2027 Term Fund 20
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 20
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 20
Point72 Middle East FZE 20
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 20
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 20
Vanguard Portfolio Management Llc 20
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 20
Van Eck Associates Corp 20
Amundi 20
Sofos Investments, Inc. 20
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 20
SG3 Management, LLC 20
Toroso Investments, LLC 20
VANGUARD ASSET MANAGEMENT, Ltd 20
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 20
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 20
Waddell & Reed Financial Inc 20
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 20
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 20
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 20
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 20
Twinbeech Capital Lp 20
Allianzgi Diversified Income & Convertible Fund 20
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 20
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 20
Point72 (DIFC) Ltd 20
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 20
FORA Capital, LLC 20
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 20
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 20
MQS Management LLC 20
Cinctive Capital Management LP 20
Td Private Client Wealth Llc 20
Hartford Mutual Funds Inc/ct 20
Transamerica Financial Advisors, Inc. 20
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 20
Invesco Dynamic Credit Opportunities Fund 20
Whittier Trust Co 20
FNY Investment Advisers, LLC 20
Westpac Banking Corp 20
Claymore Exchange-traded Fund Trust 20
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 20
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 20
First Manhattan Co 20
Advanced Series Trust - Ast Advanced Strategies Portfolio 20
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 20
Amalgamated Financial Corp. 20
Cowen Group, Inc. 20
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 20
Vanguard Global Advisers, LLC 20
AdvisorNet Financial, Inc 20
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 20
Delaware Enhanced Global Dividend & Income Fund 20
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 20
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 20
Sciencast Management LP 19
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 19
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 19
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 19
Evoke Wealth, Llc 19
Whittier Trust Co Of Nevada Inc 19
RidgeWorth Capital Management LLC 19
Ontario Teachers Pension Plan Board 19
Rehmann Capital Advisory Group 19
Pathstone Family Office, Llc 19
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 19
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 19
Pictet Asset Management Sa 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 19
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 19
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 19
Hutchin Hill Capital, LP 19
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 19
Pentwater Capital Management LP 19
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 19
Moody National Bank Trust Division 19
1832 Asset Management L.P. 19
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 19
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 19
Water Island Capital Llc 19
Cornerstone Advisors, Inc. 19
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 19
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 19
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 19
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 19
Blackstone / Gso Long-short Credit Income Fund 19
Barings Llc 19
Vident Advisory, LLC 19
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 19
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 19
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 19
Alps Advisors Inc 19
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 19
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 19
Chicago Equity Partners Llc 19
Kestra Advisory Services, LLC 19
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 19
Polar Asset Management Partners Inc. 19
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 19
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 19
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 19
Quantinno Capital Management LP 19
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 19
Quest Partners LLC 19
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 19
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 19
APG Asset Management N.V. 19
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 19
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 19
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 19
Shellback Capital, LP 19
Twin Tree Management, LP 19
Intech Investment Management Llc 19
First New York Securities Llc /ny 19
Duality Advisers, Lp 19
Swiss Life Asset Management Ltd 19
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 19
Capital World Investors 19
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 19
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 19
Nuveen Floating Rate Income Fund 19
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 19
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 19
Vanguard Investments Australia, Ltd. 19
Princeton Alpha Management LP 19
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 19
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 19
Synovus Financial Corp 19
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 19
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 19
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 19
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 19
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 19
Nuveen Credit Strategies Income Fund 19
Harbour Investments, Inc. 19
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 19
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 19
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 19
Howe & Rusling Inc 19
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 19
Root Financial Partners, LLC 19
Daiwa Securities Group Inc. 19
Hartland & Co., LLC 19
Universal- Beteiligungs- und Servicegesellschaft mbH 19
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 19
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 19
Ground Swell Capital, LLC 19
Western Asset Global High Income Fund Inc. 19
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 19
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 19
World Asset Management Inc 19
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 19
Rydex Etf Trust 19
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 19
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 19
Davidson Kempner Capital Management Lp 19
Sandy Spring Bank 19
Tcw Group Inc 19
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 19
Sequoia Financial Advisors, LLC 19
EntryPoint Capital, LLC 19
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 19
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 19
Patriot Financial Group Insurance Agency, LLC 19
Blair William & Co/il 19
Manchester Capital Management LLC 19
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 19
Utah Retirement Systems 18
Northwestern Mutual Investment Management Company, Llc 18
Robeco Institutional Asset Management B.V. 18
Headlands Technologies LLC 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
Securian Asset Management, Inc 18
Suntrust Banks Inc 18
Edgestream Partners, L.P. 18
Vantage Consulting Group Inc 18
Alphacrest Capital Management Llc 18
GABELLI & Co INVESTMENT ADVISERS, INC. 18
Versor Investments LP 18
Flagship Harbor Advisors, Llc 18
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 18
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 18
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 18
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 18
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 18
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 18
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 18
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 18
New York Life Investment Management Llc 18
Invesco High Income Trust Ii 18
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 18
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 18
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 18
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 18
Hillsdale Investment Management Inc. 18
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 18
Blackstone / Gso Strategic Credit Fund 18
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 18
Interval Partners, LP 18
Moore Capital Management, Lp 18
MARSHALL WACE ASIA Ltd 18
Sound Income Strategies, LLC 18
Wealth Enhancement Advisory Services, Llc 18
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 18
Essential Partners LLC 18
Athanor Capital, Lp 18
Lighthouse Investment Partners, LLC 18
Compagnie Lombard Odier SCmA 18
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 18
IMC-Chicago, LLC 18
Belpointe Asset Management LLC 18
Exchange Traded Concepts, Llc 18
Parametrica Management Ltd 18
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 18
Harel Insurance Investments & Financial Services Ltd. 18
L & S Advisors Inc 18
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 18
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 18
Ajo, Lp 18
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 18
Intrinsic Edge Capital Management LLC 18
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 18
Fs Multi-alternative Income Fund 18
Levin Capital Strategies, L.p. 18
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 18
DRW Securities, LLC 18
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 18
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 18
Maryland State Retirement & Pension System 18
FDx Advisors, Inc. 18
USA Financial Portformulas Corp 18
Entropy Technologies, LP 18
Enlightenment Research, LLC 18
SECOR Capital Advisors, LP 18
Cetera Investment Advisers 18
Snowden Capital Advisors LLC 18
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 18
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 18
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 18
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 18
Clinton Group Inc 18
Occudo Quantitative Strategies Lp 18
Deere & Co 18
361 Capital Llc 18
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 18
Advisory Research Inc 18
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 18
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares 18
Zweig-DiMenna Associates LLC 18
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 18
Shelton Capital Management 18
Teza Capital Management LLC 18
Weld Capital Management Llc 18
Kkr Income Opportunities Fund 18
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 18
Prospera Financial Services Inc 18
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 18
Benjamin F. Edwards & Company, Inc. 18
Chartwell Investment Partners, Llc 18
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 18
Assenagon Asset Management S.A. 18
Griffin Institutional Access Credit Fund 18
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 18
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 18
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 18
FNY Managed Accounts LLC 18
Pathstone Holdings, LLC 18
Associated Banc-corp 18
Cornerstone Planning Group LLC 18
Bridgewater Associates, LP 18
Aster Capital Management (DIFC) Ltd 18
Pearl River Capital, LLC 18
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 18
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 17
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 17
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 17
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 17
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 17
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 17
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 17
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 17
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 17
Mirabella Financial Services Llp 17
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 17
Farmers & Merchants Investments Inc 17
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 17
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class 17
Meridian Wealth Partners, LLC 17
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 17
Woodline Partners LP 17
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 17
Optiver Holding B.V. 17
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 17
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 17
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 17
EBI - RBB Fund Trust - Longview Advantage ETF 17
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF 17
Eqis Capital Management, Inc. 17
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 17
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 17
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 17
Standard Life Aberdeen plc 17
Westfield Capital Management Co Lp 17
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 17
Ameritas Advisory Services, LLC 17
Symphony Asset Management Llc 17
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 17
Axq Capital, Lp 17
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 17
Empowered Funds, LLC 17
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 17
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 17
Zeke Capital Advisors, Llc 17
Salomon & Ludwin, LLC 17
1060 Capital, LLC 17
Inceptionr Llc 17
Jain Global LLC 17
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 17
Sherbrooke Park Advisers Llc 17
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 17
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 17
Keebeck Alpha, LP 17
Alpha Paradigm Partners, LLC 17
North Fourth Asset Management, LP 17
Financial Gravity Companies, Inc. 17
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 17
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 17
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 17
Guggenheim Strategic Opportunities Fund 17
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 17
BNP Paribas Investment Partners S.A. 17
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 17
Capital Growth Management Lp 17
Delaware Investments Dividend & Income Fund, Inc 17
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 17
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 17
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 17
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 17
New Mexico Educational Retirement Board 17
Itau Unibanco Holding S.A. 17
Clearbridge Investments, LLC 17
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 17
Venturi Wealth Management, LLC 17
Wipfli Financial Advisors Llc, 17
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 17
Nebula Research & Development LLC 17
Fred Alger Management, Llc 17
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 17
Boston Income Portfolio - Boston Income Portfolio 17
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 17
Financial Management Professionals, Inc. 17
Global Income Builder Portfolio - Global Income Builder Portfolio 17
Golden State Wealth Management, LLC 17
Petrus Trust Company, LTA 17
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 17
Oppenheimer Quest For Value Funds 17
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 17
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 17
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 17
Stone Ridge Asset Management LLC 17
Element Capital Management Llc 17
Jaffetilchin Investment Partners, LLC 17
Eaton Vance Short Duration Diversified Income Fund 17
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 17
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 17
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 17
Sumitomo Mitsui DS Asset Management Company, Ltd 17
CIBC World Markets Inc. 17
CAPROCK Group, Inc. 17
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 17
WFG Advisors, LP 17
Blackstone Group Inc 17
WealthTrust-Arizona, LLC 17
Sutton Wealth Advisors Inc. 17
Cnh Partners Llc 17
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17
Mv Capital Management, Inc. 17
Twin Peaks Wealth Advisors, LLC 17
Keating Financial Advisory Services, Inc. 17
Carroll Financial Associates, Inc. 17
Baker Avenue Asset Management, LP 17
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 17
Johnson Financial Group, Inc. 17
Sawtooth Solutions, LLC 17
Xponance, Inc. 17
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 17
Hanseatic Management Services Inc 17
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 17
Three Peaks Capital Management, LLC 17
Nine Chapters Capital Management LLC 17
Stephens Inc /ar/ 17
Retirement Systems of Alabama 17
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 17
San Francisco Sentry Investment Group (ca) 17
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 17
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 17
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 16
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 16
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 16
Sanctuary Advisors, LLC 16
Hemington Wealth Management 16
National Planning Corp 16
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 16
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 16
Wilbanks Smith & Thomas Asset Management Llc 16
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 16
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 16
NN Investment Partners Holdings N.V. 16
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 16
BI Asset Management Fondsmaeglerselskab A/S 16
Jpmorgan Trust Iii 16
Gideon Capital Advisors, Inc. 16
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 16
Ethic Inc. 16
Bb&t Securities, Llc 16
Wetherby Asset Management Inc 16
Allstate Corp 16
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 16
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 16
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 16
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 16
Checchi Capital Advisers, LLC 16
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 16
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 16
Virtus Investment Advisers, Inc. 16
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 16
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 16
AHL Partners LLP 16
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 16
EverPoint Asset Management, LLC 16
Handelsbanken Fonder AB 16
Adage Capital Partners Gp, L.l.c. 16
Crewe Advisors LLC 16
Boston Private Wealth Llc 16
Western Asset High Yield Defined Opportunity Fund Inc. 16
Aberdeen Global Income Fund Inc 16
FourThought Financial, LLC 16
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 16
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 16
Prudential Plc 16
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 16
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 16
Lsv Asset Management 16
Oppenheimer Global Multi Strategies Fund 16
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 16
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 16
TD Waterhouse Canada Inc. 16
Putnam ETF Trust - Putnam ESG High Yield ETF - 16
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 16
Arden Investment Series Trust 16
SJS Investment Consulting Inc. 16
Global X Management CO LLC 16
FinTrust Capital Advisors, LLC 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 16
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 16
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 16
Lenox Wealth Advisors, LLC 16
Commerce Bank 16
Wealthcare Advisory Partners LLC 16
Shay Capital LLC 16
SageView Advisory Group, LLC 16
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 16
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 16
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
Baystate Wealth Management LLC 16
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 16
FNY Partners Fund LP 16
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 16
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 16
Maven Securities LTD 16
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 16
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 16
PENN SERIES FUNDS INC - Flexibly Managed Fund 16
Assured Investment Management LLC 16
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 16
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 16
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 16
Cigna Investments Inc /new 16
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 16
DnB Asset Management AS 16
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 16
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 16
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 16
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 16
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 16
Ascend Capital, Llc 16
American Funds Insurance Series 16
DAVENPORT & Co LLC 16
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 16
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 16
Globeflex Capital L P 16
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 16
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 16
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 16
Diametric Capital, LP 16
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 16
Mather Group, Llc. 16
Nuveen Real Asset Income & Growth Fund 16
Atlas Capital Advisors Llc 16
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 16
We Are One Seven, LLC 16
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 16
Crestline Management, LP 16
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 16
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 16
Diversified Trust Co 16
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 16
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 16
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 16
Earnest Partners Llc 16
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 16
Weiss Asset Management LP 16
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 16
State Of Michigan Retirement System 16
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 16
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 16
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 16
Trust Co Of Vermont 16
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 16
Hartford Series Fund Inc 16
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 16
Danske Bank A/s 16
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 16
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 16
Cullen/frost Bankers, Inc. 16
Allianzgi Convertible & Income Fund Ii 16
Allianzgi Convertible & Income Fund 16
Forum Funds 16
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 16
Nuveen Senior Income Fund 16
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 16
Nuveen Floating Rate Income Opportunity Fund 16
Ameritas Investment Corp 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 16
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 16
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 16
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 16
Jupiter Asset Management Ltd 16
BBT Capital Management, LLC 16
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 16
Integral Derivatives, LLC 16
Mckinley Capital Management Llc /delaware 16
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 16
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 16
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 16
Dunhill Financial, LLC 16
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 16
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 16
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 16
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 16
Turner Investments, L.p. 16
Nuveen Multi-Asset Income Fund 16
First Allied Advisory Services, Inc. 16
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 16
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 16
Arrowgrass Capital Partners (us) Lp 16
Martingale Asset Management L P 16
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 15
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 15
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 15
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 15
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 15
Edmond De Rothschild Holding S.a. 15
Westside Investment Management, Inc. 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 15
Atlantic Trust, LLC 15
Tarbox Family Office, Inc. 15
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 15
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 15
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 15
Bayforest Capital Ltd 15
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 15
VCHYX - VALIC Co II - High Yield Bond Fund 15
Capital Bank & Trust Co 15
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 15
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 15
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 15
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 15
Bogart Wealth, LLC 15
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 15
Cornercap Investment Counsel Inc 15
MML Series Investment Fund II - MML Equity Rotation Fund Class II 15
Analytic Investors, LLC 15
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 15
Advisors Preferred, LLC 15
Prestige Wealth Management Group LLC 15
JIHDX - John Hancock Funds II - High Yield Fund Class 1 15
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 15
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 15
Csenge Advisory Group 15
Segantii Capital Management Ltd 15
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 15
Caxton Associates Llp 15
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 15
Peak6 Llc 15
Quent Capital, LLC 15
CenterStar Fund, LLC 15
General Motors Investment Management Corp 15
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 15
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 15
Comerica Securities,inc. 15
Pioneer High Income Trust 15
PointState Capital LP 15
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 15
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 15
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 15
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 15
Financial Architects, Inc 15
PPM Funds - PPM Floating Rate Income Fund (Inst) 15
Guggenheim Active Allocation Fund 15
Arkadios Wealth Advisors 15
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 15
Coastal Investment Advisors, Inc. 15
Blackstone / Gso Floating Rate Enhanced Income Fund 15
Tcwp Llc 15
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 15
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 15
Old Mutual Customised Solutions (proprietary) Ltd 15
Savant Capital, LLC 15
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 15
CSat Investment Advisory, L.P. 15
Jfs Wealth Advisors, Llc 15
GW&K Investment Management, LLC 15
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 15
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 15
NewSquare Capital LLC 15
Ares Dynamic Credit Allocation Fund, Inc. 15
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 15
Old Mutual Global Investors (UK) Ltd. 15
Six Circles Trust - Six Circles Global Bond Fund 15
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 15
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 15
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 15
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 15
Capital Advisors, Ltd. LLC 15
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 15
Zions Bancorporation, N.A. 15
Wedge Capital Management L L P/nc 15
Scoggin Management Lp 15
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 15
North Star Investment Management Corp. 15
VCGAX - VALIC Co I - Growth & Income Fund 15
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 15
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 15
Nuveen Short Duration Credit Opportunities Fund 15
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 15
Pitcairn Co 15
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 15
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 15
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 15
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 15
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 15
Bare Financial Services, Inc 15
Harvest Group Wealth Management, Llc 15
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 15
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 15
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 15
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 15
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 15
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 15
Envestnet Portfolio Solutions, Inc. 15
Koch Industries Inc 15
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 15
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 15
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 15
Franklin Universal Trust 15
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 15
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 15
CIBC Bancorp USA Inc. 15
Neo Ivy Capital Management 15
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 15
Timber Hill LLC 15
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 15
First Horizon Corp 15
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 15
Horizon Investments, LLC 15
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 15
Caisse De Depot Et Placement Du Quebec 15
Fisher Asset Management, LLC 15
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 15
Armistice Capital, Llc 15
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 15
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 15
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 15
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 15
Salem Investment Counselors Inc 15
Ieq Capital, Llc 15
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio 15
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 15
Capstone Asset Management Co 15
Tortoise Investment Management, LLC 15
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 15
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 15
Candriam Luxembourg S.C.A. 15
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 15
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 15
Treasurer of the State of North Carolina 15
Vanguard Horizon Funds 15
Counterpoint Mutual Funds LLC 15
Mount Yale Investment Advisors, LLC 15
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 15
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 15
CI Private Wealth, LLC 15
IWB - iSHARES TRUST - iShares Russell 1000 ETF 15
HOTL - Kelly Strategic ETF Trust - Kelly Hotel & Lodging Sector ETF 15
Vanguard Whitehall Funds 15
IndexIQ Advisors LLC 15
Bogle Investment Management L P /de/ 15
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 15
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 15
DAACX - Adviser Managed Trust - Diversified Equity Fund 15
Fortitude Family Office, LLC 15
Elite Wealth Management, Inc. 15
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 15
Xact Kapitalforvaltning AB 15
Kennedy Capital Management, Inc. 15
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 15
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 15
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 15
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 15
JRNY - ALPS ETF Trust - ALPS Global Travel Beneficiaries ETF 15
MYDA Advisors LLC 15
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 15
Creative Financial Designs Inc /adv 15
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 15
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 15
Invictus RG 15
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 15
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 15
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 15
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 15
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 15
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 15
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 15
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 15
Illinois Municipal Retirement Fund 15
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 15
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 15
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 15
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 15
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 15
UniSuper Management Pty Ltd 15
Valley National Advisers Inc 15
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 15
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 15
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 15
Winton Diversified Opportunities Fund 14
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 14
Avantax Advisory Services, Inc. 14
Townsquare Capital Llc 14
Western Asset High Income Opportunity Fund Inc. 14
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 14
Seacrest Wealth Management, Llc 14
Centaurus Financial, Inc. 14
CoreCap Advisors, LLC 14
Stormborn Capital Management, Llc 14
Integrated Wealth Concepts LLC 14
Brasada Capital Management, Lp 14
Strategic Wealth Partners, Ltd. 14
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 14
Capital Performance Advisors Llp 14
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 14
Ensign Peak Advisors, Inc 14
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 14
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 14
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 14
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 14
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 14
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 14
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 14
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 14
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 14
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 14
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 14
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 14
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 14
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 14
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 14
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 14
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 14
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 14
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 14
Hughes Financial Services, LLC 14
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 14
Caas Capital Management Lp 14
Sanctuary Wealth Advisors, LLC 14
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 14
Wealthcare Capital Management Llc 14
BRYN MAWR TRUST Co 14
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 14
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 14
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 14
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 14
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 14
GV Financial Advisors 14
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 14
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 14
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 14
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 14
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 14
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 14
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 14
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 14
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 14
Evergreen Capital Management Llc 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 14
Advisor Partners Llc 14
Dorsey Wright & Associates 14
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF 14
Westchester Capital Management, LLC 14
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 14
Cromwell Holdings LLC 14
Keybank National Association/oh 14
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 14
Raymond James Trust N.a. 14
HighVista Strategies LLC 14
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 14
Leonteq Securities AG 14
Alambic Investment Management, L.P. 14
MUFG Securities EMEA plc 14
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 14
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 14
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 14
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 14
Stonebridge Capital Advisors LLC 14
Bartlett & Co. LLC 14
Ashton Thomas Private Wealth, LLC 14
Sageworth Trust Co 14
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 14
Kistler-Tiffany Companies, LLC 14
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 14
Krilogy Financial LLC 14
nVerses Capital, LLC 14
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 14
ETRADE Capital Management LLC 14
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 14
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 14
MCF Advisors LLC 14
SOUTH STATE Corp 14
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 14
Janus Capital Management Llc 14
Sachetta, LLC 14
Capital Research Global Investors 14
Land & Buildings Investment Management, LLC 14
Livforsakringsbolaget Skandia, Omsesidigt 14
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 14
James Investment Research Inc 14
Capital Guardian Trust Co 14
Cohen & Steers, Inc. 14
FineMark National Bank & Trust 14
Quantitative Investment Management, LLC 14
Brinker Capital Inc 14
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 14
Aristeia Capital Llc 14
Asset Dedication, LLC 14
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 14
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 14
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 14
Gts Securities Llc 14
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 14
Capital Asset Advisory Services LLC 14
Bailard, Inc. 14
Highlander Capital Management, LLC 14
First Personal Financial Services 14
Institutional & Family Asset Management, Llc 14
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 14
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 14
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 14
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 14
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 14
Sei Trust Co 14
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 14
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 14
Avantax Planning Partners, Inc. 14
AE Wealth Management LLC 14
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 14
Veritable, L.P. 14
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 14
Knights of Columbus Asset Advisors LLC 14
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 14
Resources Investment Advisors, LLC. 14
Advanced Series Trust - Ast Small-cap Growth Portfolio 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 14
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 14
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 14
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 14
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 14
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 14
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 14
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 14
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 14
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 14
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 14
Gabelli Equity Trust Inc 14
Pinnacle Associates Ltd 14
NSGRX - Northern Funds - Northern Small Cap Core Fund 14
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 14
Systematic Financial Management Lp 14
Jnl Series Trust - Jnl/crescent High Income Fund (a) 14
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 14
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 14
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 14
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 14
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 14
Guardian Wealth Advisors, LLC 14
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 14
Continuum Advisory, LLC 14
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 14
Money Concepts Capital Corp 14
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 14
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 14
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 14
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 14
UMA Financial Services, Inc. 14
Delaware Management Holdings, Inc. 14
Avion Wealth 14
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 14
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 14
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 14
Cookson Peirce & Co Inc 14
Virtus Global Multi-sector Income Fund 14
Pioneer Floating Rate Trust 14
IBM Retirement Fund 14
Agf Investments Inc. 14
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 14
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 14
Scotia Capital Inc. 14
Psagot Value Holdings Ltd. / (Israel) 14
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 14
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 14
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 14
Reilly Financial Advisors, Llc 14
Alera Investment Advisors, LLC 14
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 14
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 13
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 13
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 13
CastleKnight Management LP 13
Montag A & Associates Inc 13
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 13
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 13
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 13
Farringdon Capital, Ltd. 13
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 13
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 13
Oak Thistle LLC 13
Ionic Capital Management LLC 13
Cloud Capital Management, LLC 13
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 13
I.g. Investment Management, Ltd. 13
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 13
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 13
Corton Capital Inc. 13
RWC Asset Management LLP 13
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 13
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 13
Bay Harbor Wealth Management, LLC 13
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 13
Mizuho Securities Usa Llc 13
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 13
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 13
Qrg Capital Management, Inc. 13
Pine River Capital Management L.P. 13
VCBDX - VALIC Co I - Core Bond Fund 13
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 13
Castleark Management Llc 13
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 13
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 13
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 13
CX Institutional 13
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 13
Ab Pooling Portfolios 13
Redwood Investment Management, Llc 13
GLG Partners LP 13
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 13
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 13
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 13
Dynamic Technology Lab Pte Ltd 13
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 13
First Citizens Bank & Trust Co 13
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 13
Smith Asset Management Group Lp 13
Paces Ferry Wealth Advisors, Llc 13
Trustcore Financial Services, Llc 13
Truvestments Capital Llc 13
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 13
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 13
Meiji Yasuda Asset Management Co Ltd. 13
Pnc Funds 13
Glg Llc 13
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 13
Orvieto Partners, L.P. 13
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 13
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 13
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 13
Susquehanna Portfolio Strategies, LLC 13
GeoWealth Management, LLC 13
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 13
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 13
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 13
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 13
Franklin Street Capital Partners, LLC 13
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 13
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 13
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 13
Cerebellum GP, LLC 13
PENN SERIES FUNDS INC - High Yield Bond Fund 13
ISAM Funds (UK) Ltd 13
Oppenheimer Variable Account Funds 13
Simon Quick Advisors, Llc 13
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 13
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 13
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 13
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 13
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 13
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 13
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 13
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 13
Zimmer Partners, LP 13
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 13
Monarch Partners Asset Management LLC 13
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 13
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 13
Focused Wealth Management, Inc 13
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 13
Lee Financial Co 13
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 13
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 13
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 13
Readystate Asset Management Lp 13
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 13
Banco Santander, S.A. 13
VCSBX - VALIC Co II - Strategic Bond Fund 13
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a) 13
Harvest Portfolios Group Inc. 13
Lombard Odier Asset Management (Switzerland) SA 13
Shepherd Kaplan Krochuk, Llc 13
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 13
Global Wealth Management Investment Advisory, Inc. 13
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 13
Quinn Opportunity Partners LLC 13
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 13
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 13
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 13
TRYP - Tidal ETF Trust - SonicShares Airlines, Hotels, Cruise Lines ETF 13
Northern Trust Co Of Connecticut 13
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 13
CVA Family Office, LLC 13
IHT Wealth Management, LLC 13
Childress Capital Advisors, Llc 13
Senator Investment Group LP 13
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 13
Level Four Advisory Services, Llc 13
BlackRock ETF Trust II - BlackRock Total Return ETF 13
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 13
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 13
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 13
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 13
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 13
Maplelane Capital, Llc 13
Zions Bancorporation 13
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 13
Moors & Cabot, Inc. 13
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 13
Banque Pictet & Cie Sa 13
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 13
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 13
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 13
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 13
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 13
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 13
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 13
Disciplined Investments, LLC 13
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 13
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 13
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 13
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 13
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 13
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 13
Lido Advisors, LLC 13
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 13
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 13
BlueMar Capital Management, LLC 13
Machina Capital S.a.s. 13
IFM Investors Pty Ltd 13
Invictus RG Pte. Ltd. 13
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 13
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 13
Regentatlantic Capital Llc 13
Profunds - Profund Vp Consumer Services 13
Brigade Capital Management, Lp 13
Rise Advisors, LLC 13
Liberty Wealth Management Llc 13
SummitTX Capital, L.P. 13
Elyxium Wealth, LLC 13
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 13
RFP Financial Group LLC 13
KKR Credit Opportunities Portfolio 13
Park Avenue Securities Llc 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 13
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 13
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 13
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 13
Clough Global Opportunities Fund 13
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 13
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 13
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 13
Sandler Capital Management 13
GURAX - GUGGENHEIM FUNDS TRUST - Guggenheim Risk Managed Real Estate Fund A-Class 13
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 13
Golden State Equity Partners 13
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 13
Citizens Financial Group Inc/ri 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 13
Prime Capital Investment Advisors, LLC 13
Solstein Capital, LLC 13
QCVAX - Clearwater Investment Trust - Clearwater International Fund 13
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 13
Monashee Investment Management LLC 13
Schubert & Co 13
Polymer Capital Management (US) LLC 13
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 13
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 13
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 13
Korea Investment CORP 13
Usca Ria Llc 13
Kore Private Wealth LLC 13
Bartlett & Co. Wealth Management Llc 13
WASHINGTON TRUST Co 13
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 13
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 13
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 13
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 13
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 13
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 13
Royce & Associates Lp 13
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 13
Greenleaf Trust 12
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 12
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 12
AGF Investments LLC 12
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 12
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 12
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 12
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 12
Concord Wealth Partners 12
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 12
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 12
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 12
Perigon Wealth Management, LLC 12
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 12
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 12
Rsm Us Wealth Management Llc 12
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 12
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 12
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 12
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 12
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 12
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 12
Koshinski Asset Management, Inc. 12
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 12
William Blair Investment Management, Llc 12
Independent Advisor Alliance 12
Gyon Technologies Capital Management, LP 12
Activest Wealth Management 12
Cassaday & Co Wealth Management LLC 12
American Capital Advisory, LLC 12
Advanced Series Trust - Ast Small-cap Value Portfolio 12
Pendal Group Ltd 12
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 12
VCCBX - VALIC Co II - Core Bond Fund 12
BDO Wealth Advisors, LLC 12
Wiley Bros.-aintree Capital, Llc 12
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 12
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 12
Apollo Management Holdings, L.P. 12
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 12
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 12
Alpine Woods Capital Investors, Llc 12
Advantage Investment Management, Llc 12
Ritholtz Wealth Management 12
MIK Capital, LP 12
PACIFIC SELECT FUND - Core Income Portfolio Class I 12
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 12
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 12
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 12
Stephens Consulting, LLC 12
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 12
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 12
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 12
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 12
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 12
ArrowMark Colorado Holdings LLC 12
Motco 12
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 12
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 12
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 12
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 12
Underlying Funds Trust 12
Rakuten Securities, Inc. 12
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 12
First Financial Corp /in/ 12
Liberty Mutual Group Asset Management Inc. 12
NorthCoast Asset Management LLC 12
CRUZ - ETF Series Solutions - Defiance Hotel, Airline, and Cruise ETF 12
CenterStar Asset Management, LLC 12
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 12
Freestone Capital Holdings, LLC 12
Bluefin Capital Management, Llc 12
Tibra Equities Europe Ltd 12
Legacy Financial Advisors, Inc. 12
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 12
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 12
Capital Analysts, Inc. 12
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 12
Worldquant Millennium Advisors Llc 12
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 12
Lafitte Capital Management LP 12
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 12
Bruce G. Allen Investments, LLC 12
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 12
Scientech Research LLC 12
Eagle Bay Advisors LLC 12
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 12
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 12
Hm Payson & Co 12
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 12
Hartford Investment Management Co 12
IWM - iSHARES TRUST - iShares Russell 2000 ETF 12
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 12
Artemis Investment Management LLP 12
VHYLX - VALIC Co I - High Yield Bond Fund 12
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 12
Balentine LLC 12
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 12
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 12
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 12
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 12
Samlyn Capital, Llc 12
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 12
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 12
Grove Bank & Trust 12
Boulder Hill Capital Management Lp 12
Ivory Investment Management, Llc 12
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 12
Wedbush Securities Inc 12
Truewealth Llc 12
SHP Wealth Management 12
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 12
Tocqueville Asset Management L.p. 12
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 12
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 12
Royal London Asset Management Ltd 12
PIMCO Dynamic Income Opportunities Fund 12
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 12
Nbc Securities, Inc. 12
Smithfield Trust Co 12
Cassady Schiller Wealth Management, LLC 12
Duncker Streett & Co Inc 12
Exane Derivatives 12
Northwest & Ethical Investments L.P. 12
Nissay Asset Management Corp /japan/ /adv 12
Arlington Trust Co LLC 12
SpiderRock Trading LLC 12
MBOVX - M FUND INC - M Large Cap Value Fund 12
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 12
Caerus Global Investors LLC 12
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 12
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 12
Perella Weinberg Partners Capital Management LP 12
Riverview Trust Co 12
Old Mission Capital Llc 12
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 12
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 12
Elo Mutual Pension Insurance Co 12
Oasis Management Co Ltd. 12
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 12
Spring Creek Capital Llc 12
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 12
Western Asset Premier Bond Fund 12
Alpine Associates Management Inc. 12
Yorktown Management & Research Co Inc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 12
Steward Financial Group LLC 12
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 12
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 12
Boston Advisors Llc 12
One Wealth Advisors, LLC 12
Dixon Hughes Goodman Wealth Advisors LLC 12
CNB Bank 12
Howard Hughes Medical Institute 12
Kayne Anderson Rudnick Investment Management Llc 12
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 12
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 12
Marathon Trading Investment Management LLC 12
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 12
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 12
Alpha Windward Llc 12
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 12
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 12
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 12
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 12
PENN SERIES FUNDS INC - Small Cap Index Fund 12
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 12
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 12
Regent Peak Wealth Advisors LLC 12
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 12
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 12
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 12
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 12
Oberweis Asset Management Inc/ 12
Ballentine Partners, LLC 12
Islet Management, LP 12
Key FInancial Inc 12
Commonwealth Equity Services, Inc 12
ORG Partners LLC 12
Wright Investors Service Inc 12
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 12
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 12
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 12
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 12
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 12
Procyon Private Wealth Partners, LLC 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 12
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 12
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 12
Waratah Capital Advisors Ltd. 12
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 12
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 12
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 12
Agf Management Ltd 12
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 12
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 12
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 12
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 12
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 12
Nuveen S&p 500 Dynamic Overwrite Fund 12
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 12
Edge Wealth Management LLC 12
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 12
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 12
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 12
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 12
Blackstone / Gso Senior Floating Rate Term Fund 12
Signature Equity Partners, LLC 12
Prescott Group Capital Management, L.l.c. 12
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 12
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 12
Freestone Grove Partners LP 12
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 12
Parkwood LLC 12
Wells Fargo Multi-sector Income Fund 12
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 12
Colony Group, LLC 12
Zrc Wealth Management, Llc 12
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 12
Dubuque Bank & Trust Co 12
Column Capital Advisors, LLC 12
People's United Financial, Inc. 12
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 12
Banque Cantonale Vaudoise 12
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 12
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 12
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 12
VCSLX - VALIC Co I - Small Cap Index Fund 12
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 12
Dialectic Capital Management, Lp 12
Schonfeld Group Holdings LLC 12
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 12
Klp Kapitalforvaltning As 12
Frazier Financial Advisors, LLC 12
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 12
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 12
Aaron Wealth Advisors LLC 12
NSIDX - Northern Funds - Northern Small Cap Index Fund 12
Columbus Circle Investors 12
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 12
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 12
GGBFX - GuideStone Funds - Global Bond Fund Investor 12
Antara Capital LP 12
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 12
Wall Street Associates 12
Tfo-tdc, Llc 12
Catapult Capital Management Llc 12
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 12
Rialto Wealth Management, LLC 12
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 12
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 12
Q Global Advisors, LLC 12
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 12
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 12
Placemark Investments, Inc. 12
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 12
American National Bank 12
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 12
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 12
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 12
Rational Advisors Llc 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 12
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 12
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 12
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 12
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 12
Elequin Capital Lp 12
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 12
Teton Advisors, Inc. 12
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 12
Cable Hill Partners, LLC 12
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 12
Private Wealth Management Group, LLC 12
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 12
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 12
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 12
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 12
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 12
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 12
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 12
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 12
Harbour Capital Advisors, LLC 12
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 12
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 12
Vontobel Holding Ltd. 12
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 12
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 12
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 12
Jacobi Capital Management LLC 12
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 12
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 12
Capital International Investors 12
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 12
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 12
Wells Fargo Global Dividend Opportunity Fund 11
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 11
Gardner Lewis Asset Management L P 11
GEM Realty Capital 11
Alpine Equity Trust 11
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 11
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 11
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 11
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 11
Cbre Clarion Securities Llc 11
Longfellow Investment Management Co Llc 11
Thompson Siegel & Walmsley Llc 11
Principia Wealth Advisory, LLC 11
Eaton Vance Floating-rate 2022 Target Term Trust 11
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 11
Tradition Wealth Management, LLC 11
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 11
Atria Wealth Solutions, Inc. 11
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 11
Thornburg Investment Management Inc 11
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 11
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 11
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 11
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 11
Resona Asset Management Co.,Ltd. 11
Clearview Wealth Advisors LLC 11
Connacht Asset Management LP 11
Norinchukin Bank, The 11
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 11
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 11
Carolinas Wealth Consulting Llc 11
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 11
McIlrath & Eck, LLC 11
High Note Wealth, LLC 11
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 11
BlackRock Private Investments Fund 11
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 11
Tompkins Financial Corp 11
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 11
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 11
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 11
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 11
Clough Global Dividend & Income Fund 11
Etf Managers Group, Llc 11
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 11
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 11
SLPIX - Profunds - Small-cap Profund Investor Class 11
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 11
Amerivest Investment Management LLC 11
Contravisory Investment Management, Inc. 11
Tri-continental Corp 11
Advisor Partners Ii, Llc 11
Kingsview Wealth Management, LLC 11
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 11
Weaver Consulting Group 11
Myriad Asset Management Ltd. 11
Gateway Investment Advisers Llc 11
Versus Capital Multi-manager Real Estate Income Fund Llc 11
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 11
Delaware Vip Trust - Delaware Vip Value Series Standard Class 11
Highline Wealth Partners Llc 11
Yakira Capital Management, Inc. 11
Forsta Ap-fonden 11
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 11
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 11
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 11
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 11
Clearline Capital LP 11
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 11
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 11
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 11
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 11
Colony Group Llc 11
Cim Investment Mangement Inc 11
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 11
Iridian Asset Management Llc/ct 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 11
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 11
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 11
TIG Advisors, LLC 11
Global X Funds 11
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 11
Epoch Investment Partners, Inc. 11
Avestar Capital, LLC 11
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 11
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 11
Jericho Capital Asset Management L.P. 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 11
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 11
Blackrock Master Llc 11
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 11
Counsel Portfolio Services Inc. 11
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 11
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 11
Cordant, Inc. 11
Armstrong Advisory Group, Inc 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 11
First Eagle Investment Management, LLC 11
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 11
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 11
Gryphon Financial Partners LLC 11
Kornitzer Capital Management Inc /ks 11
IBET - ETF Series Solutions - iBET Sports Betting & Gaming ETF 11
Fortitude Advisory Group L.L.C. 11
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 11
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 11
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 11
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 11
Empyrean Capital Partners, LP 11
R Squared Ltd 11
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 11
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 11
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 11
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 11
Baldwin Brothers Inc/ma 11
U.S. Capital Wealth Advisors, LLC 11
Newbridge Financial Services Group, Inc. 11
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 11
Hollencrest Capital Management 11
Highland Capital Management Lp 11
Park Place Capital Corp 11
Glazer Capital, Llc 11
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 11
Janney Capital Management LLC 11
Bp Plc 11
K.J. Harrison & Partners Inc 11
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 11
Toth Financial Advisory Corp 11
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 11
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 11
Financial Consulate, Inc 11
J.w. Cole Advisors, Inc. 11
King Luther Capital Management Corp 11
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 11
EJF Capital LLC 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 11
Eaton Vance Floating-rate Income Plus Fund 11
Wolff Wiese Magana Llc 11
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 11
McAdam, LLC 11
Vestmark Advisory Solutions, Inc. 11
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 11
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 11
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 11
Anchor Investment Management, LLC 11
Usa Mutuals Advisors, Inc. 11
Voya Prime Rate Trust 11
Redpoint Investment Management Pty Ltd 11
Peregrine Capital Management Llc 11
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 11
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 11
Calamos Wealth Management LLC 11
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 11
Segall Bryant & Hamill, Llc 11
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 11
SpiderRock Advisors, LLC 11
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 11
Next Financial Holdings 11
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 11
Qs Batterymarch Financial Management, Inc 11
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 11
Claro Advisors LLC 11
Optimum Investment Advisors 11
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 11
Cary Street Partner Investment Advisory Llc 11
PharVision Advisers, LLC 11
ACK Asset Management LLC 11
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 11
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 11
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11
Melvin Capital Management LP 11
Wealthfront Advisers Llc 11
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 11
Athena Capital Advisors Llc 11
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 11
Bronson Point Management LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 11
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 11
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 11
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 11
Qsemble Capital Management, LP 11
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 11
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 11
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 11
WealthPLAN Partners, LLC 11
Cetera Advisors LLC 11
STXV - EA Series Trust - Strive 1000 Value ETF 11
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 11
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 11
Folger Hill Asset Management LP 11
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 11
NINE MASTS CAPITAL Ltd 11
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 11
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 11
Opal Wealth Advisors, LLC 11
QCM Cayman, Ltd. 11
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 11
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 11
Harbor Capital Advisors, Inc. 11
WPG Advisers, LLC 11
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 11
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 11
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 11
West Oak Capital, LLC 11
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 11
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 11
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 11
Profunds - Profund Vp Ultrasmall-cap 11
Clear Harbor Asset Management, LLC 11
VTL Associates, LLC 11
Zions Bancorporation, National Association /ut/ 11
Western Asset Global Corporate Defined Opportunity Fund Inc. 11
Chiron Investment Management, LLC 11
Governors Lane LP 11
Eminence Capital, Lp 11
Gabelli Dividend & Income Trust 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 11
Aberdeen Asset Management Plc/uk 11
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 11
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 11
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 11
Beacon Pointe Advisors, LLC 11
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 11
BerganKDV Wealth Management, LLC 11
Old National Bancorp /in/ 11
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 11
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 11
Irish Life Investment Managers Ltd. 11
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 11
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 11
Ropes Wealth Advisors Llc 11
Mizuho Trust & Banking Co., Ltd. 11
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 11
Fort Washington Investment Advisors Inc /oh/ 11
Alpine Global Premier Properties Fund 11
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 11
Covington Capital Management 11
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 11
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 11
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 11
Gluskin Sheff & Assoc Inc 11
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 11
Kings Point Capital Management 11
Marquette Asset Management, LLC 11
Cambria Investment Management, L.P. 11
Mint Tower Capital Management B.V. 11
Venture Visionary Partners LLC 11
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 11
Nuveen Global High Income Fund 11
Oaktree Capital Management Lp 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 11
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 11
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 11
Andra AP-fonden 11
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 11
Gulf International Bank (UK) Ltd 11
NewEdge Wealth, LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 11
Polaris Wealth Advisory Group, LLC 11
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 11
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 11
Kula Investments, LLC 11
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 11
Altshuler Shaham Ltd 11
Fiera Capital Corp 11
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 11
Signature Resources Capital Management, LLC 11
Eurizon Capital SGR S.p.A. 11
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 11
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 11
DC Investments Management, LLC 11
AIEQ - ETF Managers Trust - AI Powered Equity ETF 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
Global Financial Private Client, LLC 11
Oakbrook Investments Llc 11
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 11
Navellier & Associates Inc 11
FLDFX - Meeder Funds - BALANCED FUND Retail Class 11
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 11
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 11
Profunds - Profund Vp Small-cap 11
Tradeworx Inc. 11
River & Mercantile Asset Management Llp 11
Rossby Financial, LCC 11
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 11
Erste Asset Management GmbH 11
Campbell Multi-strategy Trust 10
Gabelli Multimedia Trust Inc. 10
UMPIX - Profunds - Ultramid-cap Profund Investor Class 10
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 10
Natixis Investment Managers International 10
Winfield Associates, Inc. 10
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 10
Arlington Partners LLC 10
JNBA Financial Advisors 10
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 10
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 10
Byrne Asset Management LLC 10
STXG - EA Series Trust - Strive 1000 Growth ETF 10
Zurich Insurance Group Ltd/FI 10
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 10
Delpha Capital Management, Llc 10
Abound Wealth Management 10
Annis Gardner Whiting Capital Advisors, LLC 10
Heritage Wealth Management, Llc 10
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 10
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 10
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 10
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 10
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 10
E. Ohman J:or Asset Management AB 10
Centenus Global Management, Lp 10
URTH - iShares, Inc. - iShares MSCI World ETF 10
TD Capital Management LLC 10
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 10
SOA Wealth Advisors, LLC. 10
Ashton Thomas Securities, Llc 10
Manchester Financial Inc 10
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 10
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 10
Pioneer Diversified High Income Trust 10
Profunds - Profund Vp Ultramid-cap 10
Merit Financial Group, LLC 10
BAD - Listed Funds Trust - B.A.D. ETF 10
Syon Capital Llc 10
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 10
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 10
Kanaly Trust Co 10
Beck Bode, LLC 10
Barrow Hanley Mewhinney & Strauss Llc 10
Tokio Marine Asset Management Co Ltd 10
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 10
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 10
Retirement Planning Co of New England, Inc. 10
York Capital Management Global Advisors, LLC 10
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 10
Atlas Private Wealth Advisors 10
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 10
Foundry Partners, LLC 10
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 10
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 10
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 10
Gerber Kawasaki Wealth & Investment Management 10
Sun Life Financial Inc 10
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 10
First Command Advisory Services, Inc. 10
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 10
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 10
Chevy Chase Trust Holdings, Inc. 10
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 10
Kettle Hill Capital Management, Llc 10
Mizuho Asset Management Co.,Ltd. 10
Eisler Capital Management Ltd. 10
Washington Trust Bank 10
Standard Life Investments LTD 10
Whitebox Advisors Llc 10
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 10
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 10
Western Asset Corporate Loan Fund Inc. 10
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 10
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 10
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 10
Archford Capital Strategies, LLC 10
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 10
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 10
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 10
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 10
Decade Capital Management Llc 10
LRI Investments, LLC 10
Front Row Advisors LLC 10
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 10
Sigma Planning Corp 10
Profunds - Profund Vp Mid-cap Growth 10
Capital International Inc /ca/ 10
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 10
SeaTown Holdings Pte. Ltd. 10
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 10
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 10
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 10
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 10
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 10
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 10
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 10
Paradigm Asset Management Co Llc 10
Cantor Fitzgerald, L. P. 10
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 10
Lenox Wealth Management, Inc. 10
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 10
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 10
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 10
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 10
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 10
Global Wealth Strategies & Associates 10
New Age Alpha Advisors, LLC 10
Wagner Wealth Management, Llc 10
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 10
VisionPoint Advisory Group, LLC 10
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 10
CLARET ASSET MANAGEMENT Corp 10
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 10
Institute for Wealth Management, LLC. 10
Storebrand Asset Management As 10
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 10
Fidelis Capital Partners, LLC 10
PRW Wealth Management LLC 10
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 10
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF 10
Price Capital Management, Inc. 10
Dana Investment Advisors, Inc. 10
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 10
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 10
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 10
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 10
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 10
Icon Advisers Inc/co 10
Santa Fe Partners LLC 10
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 10
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 10
Harbor Investment Advisory, Llc 10
Halbert Hargrove Global Advisors, Llc 10
HGI Capital Management, LLC 10
Artisan Partners Limited Partnership 10
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 10
Veriti Management LLC 10
Achmea Investment Management B.V. 10
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A 10
Pallas Capital Advisors LLC 10
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 10
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 10
Ardsley Advisory Partners Lp 10
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares 10
Independent Portfolio Consultants, Inc. 10
Westwood Holdings Group Inc 10
Wells Fargo Income Opportunities Fund 10
Fortem Financial Group, Llc 10
Brookstone Capital Management 10
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 10
Fort, L.p. 10
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 10
Nokota Management, LP 10
Advisory Alpha, LLC 10
Spot Trading L.l.c. 10
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 10
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 10
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 10
Nbt Bank N A /ny 10
Burney Co/ 10
Whipplewood Advisors, LLC 10
Mendota Financial Group, LLC 10
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 10
Incline Global Management LLC 10
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 10
Kapitalo Investimentos Ltda 10
Savior LLC 10
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 10
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 10
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 10
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 10
Colonial Trust Co / SC 10
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 10
Manning & Napier Advisors Llc 10
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 10
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 10
Systematic Alpha Investments, LLC 10
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 10
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 10
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 10
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 10
Chescapmanager LLC 10
Fulton Bank, N.a. 10
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio 10
Carlson Capital L P 10
HBK Sorce Advisory LLC 10
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 10
Tlp Group Llc 10
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 10
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 10
Dai-Ichi Life Insurance Company, Ltd 10
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 10
Cedar Mountain Advisors, LLC 10
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 10
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 10
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 10
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L 10
Point72 Europe (London) LLP 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 10
Cohen & Steers Total Return Realty Fund Inc 10
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 10
TriOaks Capital Management L.P. 10
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 10
South Dakota Investment Council 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 10
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 10
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 10
Americana Partners, LLC 10
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 10
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 10
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 10
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 10
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 10
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 10
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 10
Spdr S&p Midcap 400 Etf Trust 10
Rs Investment Trust 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 10
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 10
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 10
Coatue Management Llc 10
Moneta Group Investment Advisors Llc 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 10
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 10
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 10
Riggs Asset Managment Co. Inc. 10
Nuveen Core Equity Alpha Fund 10
Nuveen Diversified Dividend & Income Fund 10
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 10
Edge Advisors, Llc 10
Connable Office Inc 10
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 10
Vulcan Value Partners, LLC 10
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 10
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 10
Twin Capital Management Inc 10
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 10
Callan Family Office, LLC 10
LGT Financial Advisors LLC 10
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 10
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 10
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 10
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 10
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 10
Private Wealth Asset Management, LLC 10
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 10
Deprince Race & Zollo Inc 10
Calvert Investment Management, Inc. 10
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 10
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 10
Macroview Investment Management Llc 10
Societe Generale 10
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 10
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 10
MDPIX - Profunds - Mid-cap Profund Investor Class 10
Coronation Fund Managers Ltd. 10
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 10
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 10
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 10
VCULX - VALIC Co I - Growth Fund 10
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 10
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 10
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 10
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 10
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 10
Highline Capital Management, L.p. 10
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 10
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 10
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 10
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 10
Community Bank, N.A. 10
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 10
Cleararc Capital Inc 10
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 10
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 10
TFC Financial Management 10
Jump Trading, LLC 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
VMIDX - VALIC Co I - Mid Cap Index Fund 10
III Capital Management 10
Benjamin Edwards Inc 10
Mycio Wealth Partners, Llc 10
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 10
Magnus Financial Group LLC 10
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 10
Lecap Asset Management Ltd 10
Ssi Investment Management Llc 10
Leap Investments Lp 10
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 10
Advisor Resource Council 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 10
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 10
Everence Capital Management Inc 10
Apriem Advisors 10
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A 10
Warren Averett Asset Management, LLC 10
CenterBook Partners LP 10
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 10
Shinko Asset Management Co., Ltd. 10
Teachers Insurance & Annuity Association Of America 10
Cambridge Trust Co 10
Meridian Wealth Management, LLC 10
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 10
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 10
MML Series Investment Fund II - MML High Yield Fund Class II 10
Wbi Investments, Inc. 10
Fieldview Capital Management, LLC 10
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 10
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 10
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 10
Impax Asset Management Group plc 10
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 10
Wakefield Asset Management LLLP 10
Fjarde Ap-fonden /fourth Swedish National Pension Fund 10
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 10
Riverhead Capital Management Llc 10
Commerzbank Aktiengesellschaft /fi 10
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 10
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 10
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 10
Glen Eagle Advisors, LLC 10
Old North State Trust, LLC 10
Gator Capital Management, LLC 10
Cca Investments Trust 10
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 10
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 10
Clough Global Equity Fund 10
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 10
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 10
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 10
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 10
Belvedere Trading LLC 10
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 10
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 10
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 10
West Paces Advisors Inc. 10
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 10
Covalent Partners LLC 10
Foresters Investment Management Company, Inc. 10
GPS Wealth Strategies Group, LLC 10
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 10
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 10
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 10
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 10
Investors Research Corp 10
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 10
NOMIX - Northern Funds - Northern Mid Cap Index Fund 10
Sugarloaf Wealth Management, LLC 9
Tredje AP-fonden 9
Gargoyle Investment Advisor L.L.C. 9
Degroof Petercam Asset Management 9
Alexandria Capital, LLC 9
Bowling Portfolio Management LLC 9
Polymer Capital Management (HK) LTD 9
Quantessence Capital LLC 9
Arrow Financial Corp 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 9
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 9
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 9
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 9
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 9
Destination Wealth Management 9
Ninety One UK Ltd 9
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 9
Decatur Capital Management, Inc. 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 9
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 9
Capital One, National Association 9
Central Pacific Bank - Trust Division 9
JPL Wealth Management, LLC 9
Ledyard National Bank 9
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 9
Thurston, Springer, Miller, Herd & Titak, Inc. 9
National Pension Service 9
Kestra Private Wealth Services, Llc 9
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 9
Next Capital Management LLC 9
Northwest Financial Advisors 9
AlphaMark Advisors, LLC 9
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 9
DiNuzzo Private Wealth, Inc. 9
HighPoint Advisor Group LLC 9
Loeb Partners Corp 9
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 9
Bienville Capital Management, LLC 9
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 9
Aptus Capital Advisors, LLC 9
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF 9
Crestwood Advisors Group LLC 9
Kepos Capital LP 9
Marex Group plc 9
Nair Vinay 9
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 9
Lmcg Investments, Llc 9
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 9
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 9
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 9
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 9
LUXX - Listed Funds Trust - Roundhill S&P Global Luxury ETF 9
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 9
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 9
Atlantic Union Bankshares Corp 9
TRUE Private Wealth Advisors 9
Laurel Wealth Advisors, Inc. 9
Pictet & Cie (Europe) SA 9
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 9
Private Ocean, LLC 9
Moisand Fitzgerald Tamayo, LLC 9
Horan Securities, Inc. 9
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 9
BOK Financial Private Wealth, Inc. 9
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 9
Vigilant Capital Management, LLC 9
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 9
Sig Brokerage, Lp 9
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 9
Kestra Investment Management, LLC 9
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 9
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 9
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 9
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 9
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 9
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 9
Barometer Capital Management Inc. 9
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 9
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 9
BlackRock ETF Trust II - BlackRock High Yield ETF 9
HB Wealth Management, LLC 9
Gratia Capital, Llc 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 9
Winslow, Evans & Crocker, Inc. 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 9
Financial Counselors Inc 9
Graticule Asia Macro Advisors LLC 9
BTG Pactual Global Asset Management Ltd 9
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 9
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 9
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 9
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 9
iA Global Asset Management Inc. 9
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 9
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 9
Taproot Management LP 9
Americafirst Capital Management, Llc 9
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 9
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 9
RMR Advisors LLC 9
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 9
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 9
PGGM Investments 9
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 9
Absolute Return Capital, LLC 9
Impact Partnership Wealth, LLC 9
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 9
Emerald Advisers, Llc 9
Ivy High Income Opportunities Fund 9
GHP Investment Advisors, Inc. 9
Tide Point Capital Management, Lp 9
Bardin Hill Management Partners Lp 9
40 North Management LLC 9
PPM Funds - PPM Long Short Credit Fund (Inst) 9
Kovitz Investment Group Partners, LLC 9
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 9
Manatuck Hill Partners, LLC 9
PENN SERIES FUNDS INC - Small Cap Value Fund 9
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 9
Northwest Investment Counselors, Llc 9
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 9
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 9
Engine Capital Management, LP 9
Tucker Asset Management Llc 9
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 9
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 9
Carmignac Gestion 9
Bluestein R H & Co 9
E Fund Management Co., Ltd. 9
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 9
VCBCX - VALIC Co I - Blue Chip Growth Fund 9
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 9
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 9
Northpointe Capital Llc 9
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 9
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 9
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 9
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 9
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 9
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 9
Banco BTG Pactual S.A. 9
Mark Asset Management Lp 9
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 9
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 9
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 9
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 9
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 9
Index Management Solutions, LLC 9
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 9
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 9
BlueCrest Capital Management LLP 9
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 9
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 9
Vanguard Explorer Fund 9
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 9
Sureview Capital Llc 9
Hotchkis & Wiley Capital Management Llc 9
Numerai GP LLC 9
Morgens Waterfall Vintiadis & Co Inc 9
First Command Financial Services, Inc. 9
Palisade Capital Management Llc/nj 9
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 9
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 9
Oversea-Chinese Banking CORP Ltd 9
Symmetry Partners, LLC 9
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 9
Interchange Capital Partners, LLC 9
Adviser Investments LLC 9
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 9
Kentucky Retirement Systems 9
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 9
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 9
Bleakley Financial Group, LLC 9
Luxor Capital Group, LP 9
Meadow Creek Investment Management LLC 9
Tyers Asset Management LLC 9
Castle Hook Partners LP 9
Canyon Capital Advisors Llc 9
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 9
Summit Global Investments 9
Turner Funds 9
Sentry Investment Management Llc 9
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 9
Pinnacle Bancorp, Inc. 9
FundVantage Trust - Verplanck Balanced Fund 9
Deltec Asset Management Llc 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 9
DV Trading LLC 9
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 9
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 9
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 9
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 9
Qci Asset Management Inc/ny 9
Eii Capital Management, Inc. 9
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 9
Laird Norton Trust Company, Llc 9
HFM Investment Advisors, LLC 9
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 9
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 9
PIMCO FUNDS - PIMCO Sector Fund Series - I 9
Reynolds Capital Management Llc 9
CBIZ Investment Advisory Services, LLC 9
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 9
Wells Fargo Utilities & High Income Fund 9
Cramer Rosenthal Mcglynn Llc 9
VICE - AdvisorShares Trust - AdvisorShares Vice ETF 9
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 9
MLPIX - Profunds - Mid-cap Value Profund Investor Class 9
Sierra Ocean, Llc 9
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 9
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 9
Glg Inc. 9
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 9
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 9
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 9
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 9
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 9
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 9
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 9
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 9
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 9
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 9
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 9
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 9
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 9
Coppell Advisory Solutions LLC 9
Owl Creek Wealth Partners LLC 9
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 9
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 9
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 9
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 9
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 9
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 9
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 9
Verus Capital Partners, Llc 9
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 9
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 9
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 9
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 9
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 9
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 9
Waddell & Reed Advisors Funds 9
Quaker Wealth Management, LLC 9
Core Bond Portfolio - Core Bond Portfolio 9
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 9
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 9
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 9
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 9
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 9
Carolina Wealth Advisors, LLC 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 9
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 9
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 9
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 9
Retirement Wealth Solutions LLC 9
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 9
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 9
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 9
Humankind Benefit Corp - Humankind US Stock ETF 9
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 9
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9
Evercore Wealth Management, LLC 9
Raleigh Capital Management Inc. 9
Cohen & Steers Global Income Builder, Inc 9
Six Columns Capital, Lp 9
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 9
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A 9
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 9
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 9
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 9
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
Centerpoint Advisors, LLC 9
Adelante Capital Management LLC 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 9
Capital International Sarl 9
Marsico Capital Management Llc 9
KIFAX - Forward Funds - Salient Select Income Fund Class A 9
Desjardins Global Asset Management Inc. 9
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 9
Emerald Investment Partners, Llc 9
Cowen And Company, Llc 9
Castleview Partners, Llc 9
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 9
Pfs Investments Inc. 9
Ostrum Asset Management 9
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 9
Financial Advocates Investment Management 9
G&S Capital LLC 9
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 9
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 9
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 9
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 9
Pacitti Group Inc. 9
Caerus Investors, Llc 9
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 9
Invst, LLC 9
EAM Global Investors LLC 9
Sageworth Trust Co of South Dakota 9
Kentucky Retirement Systems Insurance Trust Fund 9
Metis Global Partners, LLC 9
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 9
HYLD - Exchange Listed Funds Trust - High Yield ETF 9
Chilton Capital Management Llc 9
Forward Management, LLC 9
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 9
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 9
Horizon Kinetics Asset Management Llc 9
Manning & Napier Group, LLC 9
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 9
WealthStone, Inc. 9
Hill Winds Capital LP 9
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 9
Sender Co & Partners, Inc. 9
Cornerstone Wealth Group, LLC 9
Kilter Group LLC 9
Mbb Public Markets I Llc 9
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 9
Ada Investment Management, LP 9
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 9
Allred Capital Management, LLC 9
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 9
111 Capital 9
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 9
Tuscan Ridge Asset Management Llc 9
Voleon Capital Management Lp 9
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 9
Laurel Wealth Advisors LLC 9
Western Wealth Management, LLC 9
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 9
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 9
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 9
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 9
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 9
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 9
Pensionfund DSM Netherlands 9
Pinpoint Asset Management Ltd 9
Perkins Coie Trust Co 9
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 9
Country Trust Bank 9
EP Wealth Advisors, Inc. 9
Par Investment Partners Lp 9
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 9
Knight Capital Group, Inc. 9
Pacific Grove Capital LP 9
Tcs Capital Management Llc 8
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 8
Westport Resources Management Inc 8
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 8
Elk Creek Partners, LLC 8
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 8
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 8
Personal Wealth Partners 8
Apollon Wealth Management, LLC 8
First Command Bank 8
Teton Westwood Funds 8
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 8
OP Asset Management Ltd 8
Hexagon Capital Partners LLC 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 8
Skylands Capital, LLC 8
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 8
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 8
Kepos Capital LP 8
Chilton Investment Co Llc 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
Eudaimonia Partners, LLC 8
Register Financial Advisors LLC 8
Quest Capital Management Inc /adv 8
Daiwa Capital Markets America Inc. 8
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 8
BW Gestao de Investimentos Ltda. 8
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 8
Axxcess Wealth Management, Llc 8
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 8
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 8
Dymon Asia Capital (singapore) Pte. Ltd. 8
Logan Capital Management Inc 8
Oddo Bhf Asset Management Sas 8
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 8
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 8
Stux Capital Management, LLC 8
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 8
HSBC FUNDS - HSBC High Yield Fund Class A 8
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 8
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 8
Putnam High Income Securities Fund 8
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 8
Usaa Etf Trust 8
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
KRV Capital LP 8
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 8
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 8
Vermillion Wealth Management, Inc. 8
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 8
TCG Advisory Services, LLC 8
NuWave Investment Management, LLC 8
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 8
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 8
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 8
B. Metzler seel. Sohn & Co. Holding AG 8
Cypress Capital Management LLC (WY) 8
Perennial Investment Advisors, LLC 8
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 8
Impala Asset Management LLC 8
BJK - VanEck Vectors ETF Trust - VanEck Vectors Gaming ETF 8
Palmer Square Opportunistic Income Fund 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 8
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A 8
Mariner Wealth Advisors-NYC, LLC 8
Guardian Life Insurance Co Of America 8
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
Profunds - Profund Vp Mid-cap Value 8
FAINX - MSS Series Trust - Fallen Angels Income Fund 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 8
Aperture Investors, LLC 8
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 8
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 8
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 8
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 8
Mitsubishi UFJ Securities Holdings Co., Ltd. 8
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 8
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 8
Cantab Capital Partners LLP 8
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 8
Wasatch Advisors Inc 8
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 8
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 8
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 8
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 8
V3 Capital Management, L.P. 8
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 8
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 8
Horizons Etf Trust I 8
Tsfg, Llc 8
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 8
Griffin Institutional Access Real Estate Fund 8
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 8
Congress Asset Management Co /ma 8
Clough Capital Partners L P 8
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 8
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 8
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
RMR Wealth Builders 8
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 8
Eos Focused Equity Management, L.P. 8
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 8
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 8
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 8
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 8
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 8
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 8
Costello Asset Management, INC 8
Dai-ichi Life Holdings, Inc. 8
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 8
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 8
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 8
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 8
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 8
JS Capital Management LLC 8
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 8
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 8
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 8
Atreides Management, LP 8
Mosaic Family Wealth, LLC 8
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 8
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 8
PSI Advisors, LLC 8
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 8
Park West Asset Management LLC 8
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 8
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 8
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 8
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 8
Claar Advisors LLC 8
Axiom International Investors Llc /de 8
Miracle Mile Advisors, LLC 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 8
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 8
Gdl Fund 8
Dogwood Wealth Management LLC 8
New England Research & Management, Inc. 8
Wunderlich Securities, Inc. 8
Oppenheimer Global Strategic Income Fund 8
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 8
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 8
ClearAlpha Technologies LP 8
Strategic Investment Management, Llc 8
Rakuten Investment Management, Inc. 8
Trust Department Mb Financial Bank N A 8
Lombard Odier Asset Management (Europe) Ltd 8
Pinz Capital Management, LP 8
P Schoenfeld Asset Management Lp 8
Berylson Capital Partners, Llc 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 8
Livingston Group Asset Management CO (operating as Southport Capital Management) 8
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 8
Gruss Capital Management LP 8
Kemnay Advisory Services Inc. 8
Avidian Wealth Solutions, LLC 8
Meiji Yasuda Life Insurance Co 8
Kingdon Capital Management, L.l.c. 8
Archer Investment Corp 8
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 8
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 8
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 8
Castle Ridge Investment Management LP 8
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 8
Pinnacle Summer Investments, Inc. 8
Highfields Capital Management Lp 8
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 8
Cornerstone Financial Management LLC 8
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 8
Scepter Holdings, Inc. 8
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 8
Atomi Financial Group, Inc. 8
Chicago Partners Investment Group LLC 8
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 8
Moon Capital Management Lp 8
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 8
Wealth Quarterback LLC 8
Capitolis Advisors LLC 8
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 8
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 8
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 8
Suvretta Capital Management, Llc 8
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 8
SG Capital Management LLC 8
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 8
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 8
Passport Capital, LLC 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
Gates Capital Management, Inc. 8
Lomas Capital Management, LLC 8
Jabre Capital Partners S.A. 8
GoalVest Advisory LLC 8
Central Asset Investments & Management Holdings (HK) Ltd 8
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 8
Pinkerton Retirement Specialists, LLC 8
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 8
Trust For Advisor Solutions 8
Brant Point Investment Management Llc 8
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 8
Shine Investment Advisory Services Inc 8
Aristides Capital LLC 8
Maple Securities Usa Inc 8
TrimTabs Asset Management, LLC 8
Landmark Investment Partners, L.p. 8
Nvwm, Llc 8
Malaga Cove Capital, LLC 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
RMB Capital Management, LLC 8
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 8
Transamerica Partners Portfolios 8
Endurance Wealth Management, Inc. 8
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 8
Essex Investment Management Co Llc 8
Transamerica Partners Funds Group Ii 8
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 8
Beacon Capital Management, LLC 8
Concentric Capital Strategies, LP 8
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 8
Corvex Management LP 8
Transamerica Partners Funds Group 8
Chesapeake Partners Management Co Inc/md 8
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 8
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 8
Hilton Head Capital Partners, LLC 8
St Germain D J Co Inc 8
Bridger Management, Llc 8
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 8
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 8
U S Global Investors Inc 8
MONTX - MONETTA TRUST - Monetta Fund 8
Abich Financial Wealth Management LLC 8
Corsair Capital Management, L.p. 8
Pinpoint Asset Management (Singapore) Pte. Ltd. 8
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 8
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 8
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 8
Binnacle Investments Inc 8
Silvant Capital Management LLC 8
Delta Lloyd Nv 8
Rockbridge Investment Management, LCC 8
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 8
Ssga Master Trust 8
New England Securities Corp /MA/ 8
Cape Investment Advisory, Inc. 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 8
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 8
King Street Capital Management, L.p. 8
Three Bays Capital Lp 8
Ossiam 8
Overland Advisors, LLC 8
Muzinich & Co., Inc. 8
WESPAC Advisors, LLC 8
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 8
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 8
Thames Capital Management Llc 8
Mn Services Vermogensbeheer B.V. 8
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 8
Ilmarinen Mutual Pension Insurance Co 8
Wedmont Private Capital 8
Renaissance Group Llc 8
Focus Financial Network, Inc. 8
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 8
Cbre Clarion Global Real Estate Income Fund 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
CQS Cayman LP 8
Buckingham Strategic Partners 8
Kb Financial Partners, Llc 8
Optimize Financial Inc 8
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 8
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 8
Confluence Wealth Services, Inc. 8
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 8
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 8
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 8
Kalos Management, Inc. 8
Bryn Mawr Capital Management Inc 8
Siemens Fonds Invest GmbH 8
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 8
CGMRX - CGM TRUST - CGM Realty Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I 8
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 8
RBF Capital, LLC 8
Horizon Kinetics LLC 8
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 8
WR Wealth Planners, LLC 8
Goldentree Asset Management Lp 8
Savoir Faire Capital Management, L.P. 8
KLXY - Krane Shares Trust - KraneShares Global Luxury Index ETF 8
Fideuram Asset Management (Ireland) dac 8
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 8
Poehling Capital Management, LLC 8
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 8
Sovarnum Capital L.p. 8
Aviance Capital Management, Llc 8
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 8
Washington Trust Advisors, Inc. 8
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 8
B. Metzler seel. Sohn & Co. AG 8
Gabelli Equity Series Funds Inc 8
River Road Asset Management, LLC 8
Kelly Financial Services LLC 8
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 8
Boston Private Bank & Trust Co 8
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 8
HWG Holdings LP 8
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 8
Hanson & Doremus Investment Management 8
STXM - EA Series Trust - Strive Mid-Cap ETF 8
Credit Industriel Et Commercial 8
Integre Asset Management, LLC 8
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 8
American Assets Investment Management, LLC 8
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 8
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 8
DG Capital Management, LLC 8
Eisler Capital (UK) Ltd. 8
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 8
Equitable Holdings, Inc. 8
Elliott Management Corporation 8
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 8
Turtle Creek Wealth Advisors, LLC 8
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 8
Pacific Alternative Asset Management Company, Llc 8
Viking Global Investors Lp 8
IPG Investment Advisors LLC 8
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 8
Kiwi Wealth Investments Limited Partnership 8
Peregrine Asset Advisers, Inc. 8
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 8
Willingdon Wealth Management 8
Accurate Wealth Management, LLC 8
Bank Of Hawaii 8
Claraphi Advisory Network, LLC 8
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 8
Wetzel Investment Advisors, Inc. 8
STFGX - Advisers Investment Trust - State Farm Growth Fund 8
Requisite Capital Management, LLC 8
Psagot Investment House Ltd. 8
Oliver Lagore Vanvalin Investment Group 8
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 8
Old Point Trust & Financial Services N A 8
Mane Global Capital Management Lp 8
Tiger Management L.l.c. 8
Addison Clark Management, L.l.c. 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
Paulson & Co. Inc. 8
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 8
Quotient Investors, LLC 8
Manikay Partners, LLC 8
Rockefeller Financial Services Inc 8
Delphia (USA) Inc. 8
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 8
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class 8
AllianzGI Artificial Intelligence & Technology Opportunities Fund 8
Beese Fulmer Investment Management, Inc. 8
Nantahala Capital Management, LLC 8
Evolution Wealth Advisors, LLC 8
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund 8
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 8
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 8
LM Advisors LLC 8
Ares Financial Consulting, LLC 8
Hudock, Inc. 8
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 8
Morse Asset Management, Inc 8
Investment Management Corp of Ontario 8
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 8
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 8
Capital World Growth & Income Fund 8
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 8
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 8
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 8
CFICX - CALVERT FUND - Calvert Income Fund Class A 8
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 8
Dimension Capital Management Llc 8
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 8
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 8
Worth Venture Partners, LLC 8
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 8
Advanced Series Trust - Ast Mid-cap Growth Portfolio 8
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 8
VitalStone Financial, LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
Brewin Dolphin Ltd 8
Intellectus Partners, LLC 8
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 8
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 8
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 8
Davis Selected Advisers 8
Alpha DNA Investment Management LLC 8
Hodges Capital Management Inc. 8
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 8
Bb&t Investment Services, Inc. 8
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 8
VMCVX - VALIC Co II - Mid Cap Value Fund 8
Virtus Alternative Investment Advisers, Inc. 8
Donoghue Forlines LLC 8
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 8
SYSTM Wealth Solutions LLC 8
Integrated Wealth Management 8
Monetta Financial Services Inc 8
Empirical Finance, LLC 8
DLD Asset Management, LP 8
Ridgeworth Funds 8
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 8
Southeastern Asset Management Inc/tn/ 8
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 8
Geneva Advisors, LLC 8
Sittner & Nelson, Llc 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 8
Burt Wealth Advisors 8
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 8
JJJ Advisors Inc. 8
Northwood Liquid Management Lp 8
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 8
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 8
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 8
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 8
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 8
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 8
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 8
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 8
Rosenberg Matthew Hamilton 8
Elkfork Partners LLC 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 8
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 8
Rubric Capital Management LP 8
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 8
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 8
ProVise Management Group, LLC 7
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 7
Optima Capital Llc 7
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 7
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 7
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 7
Sandell Asset Management Corp 7
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 7
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 7
Hilton Capital Management, LLC 7
Custom Index Systems, Llc 7
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 7
Perpetual Ltd 7
Pittenger & Anderson Inc 7
Catalytic Wealth RIA, LLC 7
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 7
Signet Financial Management, Llc 7
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 7
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 7
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7
Bedel Financial Consulting, Inc. 7
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 7
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 7
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 7
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 7
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 7
Kera Capital Partners, Inc. 7
Core Alternative Capital 7
Farmers & Merchants Trust Co of Chambersburg PA 7
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 7
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 7
Innealta Capital, Llc 7
Emerald Mutual Fund Advisers Trust 7
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 7
Addison Advisors LLC 7
Intentional Wealth Strategies, LLC 7
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 7
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 7
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 7
Omega Advisors Inc. 7
KeyPoint Capital Management, LLC 7
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 7
Abn Amro Investment Solutions 7
Vise Technologies, Inc. 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 7
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 7
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 7
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 7
Calton & Associates, Inc. 7
Camden Capital, LLC 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 7
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 7
Principal Street Partners, LLC 7
Northern Oak Wealth Management Inc 7
Glen Harbor Capital Management LLC 7
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 7
Hawk Ridge Capital Management Lp 7
Candlestick Capital Management LP 7
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 7
AIA Group Ltd 7
Schechter Investment Advisors, LLC 7
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 7
Phoenix Holdings Ltd. 7
Tema ETF Trust - Tema Luxury ETF 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 7
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 7
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 7
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 7
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 7
PENN SERIES FUNDS INC - Index 500 Fund 7
DSAM Partners (London) Ltd 7
Cohen & Steers Quality Income Realty Fund Inc 7
EA Series Trust 7
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 7
Columbia Partners L L C Investment Management 7
Asahi Life Asset Management Co., Ltd. 7
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 7
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 7
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 7
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 7
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 7
WestEnd Advisors, LLC 7
Tiaa, Fsb 7
M&g Investment Management Ltd 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 7
Inscription Capital, LLC 7
AXA Investment Managers S.A. 7
Nemes Rush Group LLC 7
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 7
MML Series Investment Fund II - MML Equity Fund Initial Class 7
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 7
Taconic Capital Advisors LP 7
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 7
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 7
Stoneridge Investment Partners Llc 7
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 7
Robertson Stephens Wealth Management, LLC 7
Owl Creek Asset Management, L.P. 7
Perbak Capital Partners LLP 7
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 7
Wellington Grp LLC 7
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 7
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 7
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 7
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 7
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV 7
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 7
FormulaFolio Investments, LLC 7
Granite Point Capital Management, L.P. 7
Stanley-Laman Group, Ltd. 7
Oppenheimer Global Multi-asset Growth Fund 7
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 7
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 7
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 7
Capital International Ltd /ca/ 7
Harris Associates L P 7
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 7
Beaird Harris Wealth Management, LLC 7
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 7
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 7
IMA Wealth, Inc. 7
Bollard Group LLC 7
CR Intrinsic Investors, LLC 7
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 7
Ankerstar Wealth, LLC 7
MML Series Investment Fund II - MML Blend Fund Initial Class 7
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 7
Xai Octagon Floating Rate & Alternative Income Term Trust 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 7
Bramshill Investments, LLC 7
City State Bank 7
Gupta Wealth Management LLC 7
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 7
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 7
Sargent Bickham Lagudis LLC 7
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 7
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 7
STFBX - Advisers Investment Trust - State Farm Balanced Fund 7
Dfpg Investments, Llc 7
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 7
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 7
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 7
Certified Advisory Corp 7
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 7
Blackthorn Investment Group Llc 7
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 7
Regal Investment Advisors LLC 7
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund 7
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class 7
Carmel Capital Partners, LLC 7
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 7
Kodai Capital Management LP 7
Bremer Bank National Association 7
Patten Group, Inc. 7
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 7
Conning Inc. 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 7
Rothschild Investment Corp /il 7
AHHX - Starboard Investment Trust - Adaptive High Income ETF 7
Northern Right Capital Management, L.P. 7
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 7
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 7
Spdr S&p 500 Etf Trust 7
Family Management Corp 7
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 7
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 7
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 7
Kassirer Asset Management Corp 7
BETZ - Listed Funds Trust - Roundhill Sports Betting & iGaming ETF 7
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 7
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 7
Congress Wealth Management LLC / DE / 7
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 7
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 7
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 7
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 7
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 7
Vanguard Morgan Growth Fund 7
Rotella Capital Management, Inc. 7
Denver Investment Advisors Llc 7
Capital Investment Advisory Services, LLC 7
Bridges Investment Management Inc 7
American Financial Network Advisory Services Llc 7
DecisionPoint Financial, LLC 7
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 7
First Interstate Bank 7
Ceredex Value Advisors LLC 7
MidFirst Bank 7
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 7
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 7
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 7
Ascent Group, LLC 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 7
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 7
Shapiro Robert N 7
PWS - Pacer Funds Trust - Pacer WealthShield ETF 7
Oakworth Capital, Inc. 7
TradeLink Capital LLC 7
RBB FUND, INC. - Adara Smaller Companies Fund 7
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 7
Hussman Strategic Advisors, Inc. 7
Harbor Advisors LLC 7
Samalin Investment Counsel, LLC 7
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 7
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 7
Vantage Investment Advisors, LLC 7
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 7
Apertura Capital, LLC 7
Bank Julius Baer & Co. Ltd, Zurich 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 7
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 7
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 7
CPSIX - Unified Series Trust - Fci Bond Fund 7
AMCPX - AMCAP FUND - AMCAP FUND Class A 7
Tobam 7
Symphony Financial, Ltd. Co. 7
BLPIX - Profunds - Bull Profund Investor Class 7
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 7
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 7
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 7
Royal Fund Management, LLC 7
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 7
Evolve Private Wealth, Llc 7
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 7
ULPIX - Profunds - Ultrabull Profund Investor Class 7
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 7
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 7
Strategic Investment Solutions, Inc. /IL 7
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 7
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 7
Camarda Financial Advisors, LLC 7
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 7
Smallcap World Fund Inc 7
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 7
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 7
Ariose Capital Management Ltd 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
Bellevue Asset Management, Llc 7
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 7
LVPIX - Profunds - Large-cap Value Profund Investor Class 7
Corient Capital Partners, LLC 7
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 7
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 7
Old Second National Bank Of Aurora 7
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 7
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 7
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 7
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 7
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 7
Growth Fund Of America 7
NorthCrest Asset Manangement, LLC 7
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 7
MANA Advisors LLC 7
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 7
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 7
Atlantic Edge Private Wealth Management, LLC 7
Capital Wealth Alliance, LLC 7
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 7
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 7
Coastal Capital Group, Inc. 7
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 7
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 7
M&r Capital Management Inc 7
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 7
Dv Equities, Llc 7
LMR Master Fund Ltd 7
Ziegler Capital Management, LLC 7
SSO - PROSHARES TRUST - ProShares Ultra S&P500 7
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 7
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 7
D'Orazio & Associates, Inc. 7
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 7
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 7
Masterton Capital Management, LP 7
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 7
PACIFIC SELECT FUND - Equity Index Portfolio Class I 7
Bank Of The West 7
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 7
Quad Capital Management Advisors LLC 7
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 7
YorkBridge Wealth Partners, LLC 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
Wilmington Funds Management Corp 7
Aspire Private Capital, LLC 7
F&C Asset Management plc 7
Dorsey & Whitney Trust CO LLC 7
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 7
Jackson Creek Investment Advisors LLC 7
Wesbanco Bank Inc 7
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 7
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 7
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 7
Wealthfront Inc 7
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 7
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 7
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 7
Bray Capital Advisors 7
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 7
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 7
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 7
Omnia Family Wealth, LLC 7
Cornerstone Investment Partners, LLC 7
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 7
Delphi Private Advisors LLC 7
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 7
Alerus Financial Na 7
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 7
Telemus Capital, Llc 7
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 7
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 7
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 7
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 7
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 7
Telluride Asset Management LLC 7
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 7
Standard Family Office LLC 7
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 7
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 7
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 7
Allianzgi Convertible & Income 2024 Target Term Fund 7
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 7
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 7
Parkworth Wealth Management, Inc. 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 7
Sheaff Brock Investment Advisors, LLC 7
GUMAX - GUGGENHEIM FUNDS TRUST - Guggenheim Market Neutral Real Estate Fund Class A 7
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 7
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 7
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 7
Davidson Kempner Capital Management LLC 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
Solel Partners LP 7
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 7
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 7
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 7
Resolute Advisors LLC 7
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 7
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 7
Legg Mason Investment Counsel, LLC 7
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 7
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 7
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 7
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 7
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 7
Infrastructure Capital Advisors, Llc 7
Hazelview Securities Inc. 7
Wealth Watch Advisors, INC 7
RPG Investment Advisory, LLC 7
Innovative Asset Advisors Group, LLC 7
Modus Advisors, LLC 7
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 7
QUANTRES ASSET MANAGEMENT Ltd 7
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 7
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 7
Allegheny Financial Group LTD 7
Baird Robert W & Co Inc /wi/ 7
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 7
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 7
First Capital Advisors Group, LLC. 7
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 7
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 7
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 7
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 7
PIMCO Energy & Tactical Credit Opportunities Fund 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
tru Independence LLC 7
Almanack Investment Partners, LLC. 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
Profunds - Profund Vp Large-cap Value 7
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class 7
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 7
Profunds - Profund Vp Large-cap Growth 7
Mediolanum International Funds Ltd 7
Falcon Point Capital, Llc 7
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 7
Fir Tree Capital Management Lp 7
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 7
Independence Capital Asset Partners, LLC 7
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 7
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 7
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 7
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 7
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 7
Delta Global Management LP 7
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 7
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 7
HN Saltoro Capital, LP 7
1st Global Advisors, Inc. 7
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 7
Rathbone Brothers plc 7
Sumit Capital, Llc 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 7
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 7
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 7
Symmetry Investments LP 7
Mpwm Advisory Solutions, Llc 7
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 7
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 7
Ruffer LLP 7
Minichmacgregor Wealth Management, Llc 7
Chesapeake Asset Management Llc 7
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 7
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 7
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 7
Allianzgi Equity & Convertible Income Fund 7
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 7
Variable Insurance Trust 7
Virginia Retirement System 7
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 7
STXK - EA Series Trust - Strive Small-Cap ETF 7
Avalon Advisors, Llc 7
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 7
Hilltop Holdings Inc. 7
Profunds - Profund Vp Bull 7
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 7
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 7
Profunds - Profund Vp Ultrabull 7
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 7
Icon Wealth Partners, LLC 7
First City Capital Management, Inc. 7
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 7
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 7
XR Securities LLC 7
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 7
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 7
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 7
VGLSX - VALIC Co I - Global Strategy Fund 7
Henshaw Capital LLC 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 7
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 7
Pacific Center for Financial Services 7
V-Square Quantitative Management LLC 7
Mine & Arao Wealth Creation & Management, LLC. 7
Highstreet Asset Management Inc. 7
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 7
HighMark Wealth Management LLC 7
Chesley Taft & Associates LLC 7
Stonebridge Financial Group, LLC 7
New World Fund Inc 7
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 7
Axiom Investment Management LLC 7
Insight Select Income Fund 7
Sanders Morris Harris Llc 7
VVSCX - VALIC Co I - Small Cap Value Fund 7
Aventura Private Wealth, LLC 7
Parisi Gray Wealth Management 7
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 7
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 7
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 7
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 7
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 7
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 7
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 7
NOBOX - Northern Funds - Northern Bond Index Fund 7
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 7
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 7
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 7
BSBAX - Northern Funds - Northern Short Bond Fund 7
VSTIX - VALIC Co I - Stock Index Fund 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 7
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 7
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 7
Alphagen Securities Llc 7
NOSIX - Northern Funds - Northern Stock Index Fund 7
Windsor Creek Advisors, Llc 7
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 7
Mcguire Capital Advisors Inc 7
DT Investment Partners, LLC 7
Carillon Tower Advisers, Inc. 7
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 7
ACG Wealth 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 7
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 7
Tyler-Stone Wealth Management 7
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 7
Mutual Advisors, LLC 7
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 7
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 7
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 7
Bank Pictet & Cie (asia) Ltd 7
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 7
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 7
Synergy Investment Management, LLC 7
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 7
Ranger Global Real Estate Advisors, LLC 7
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 7
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 7
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 7
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 7
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 7
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 7
R&F Capital Advisors LP 7
Frontier Capital Management Co Llc 7
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 7
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 7
Thomas J. Herzfeld Advisors, Inc. 7
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 7
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 7
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 7
Loews Corp 7
Ilex Capital Partners (UK) LLP 7
Chimera Capital Management LLC 7
Brown Advisory Securities, LLC 7
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 7
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 7
Rampart Investment Management Company, LLC 7
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 7
Stifel Nicolaus & Co Inc \mo\ 7
Brighton Jones Llc 7
Redwood Investments, LLC 7
Nicholas Company, Inc. 7
TradeLink Global Equity LLC 7
Securian Funds Trust - SFT Index 500 Fund Class 1 7
Eisler Capital (US) LLC 7
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 7
USS Investment Management Ltd 7
Telemetry Investments, L.L.C. 7
Vaughan Nelson Investment Management, L.p. 7
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 7
FrontFour Capital Group LLC 7
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 7
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 7
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 7
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 7
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 7
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 7
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 7
Murphy & Mullick Capital Management Corp 7
Ofi Invest Asset Management 7
Pekin Hardy Strauss, Inc. 7
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 7
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 7
Zebra Capital Management LLC 7
Westend Capital Management LLC 7
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 7
Reliance Trust Co Of Delaware 7
BFOR - ALPS ETF Trust - Barron's 400 ETF 7
First Foundation Advisors 7
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund 7
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 7
Concurrent Investment Advisors, LLC 7
Farallon Capital Management Llc 7
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 7
Virtus Total Return Fund Inc. 7
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 7
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 7
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 7
APG Asset Management US Inc. 7
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 7
Planning Capital Management Corp 7
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 7
Clark Capital Management Group, Inc. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 7
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 7
Symmetry Peak Management Llc 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 7
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 7
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares 7
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 7
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 7
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 7
Raiff Partners Inc 7
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 7
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 7
Torren Management, LLC 7
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 7
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 7
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 7
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 7
Webster Bank, N. A. 7
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 7
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 7
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 7
Highland Capital Management, Llc 7
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 7
Atticus Wealth Management, Llc 7
Denali Advisors Llc 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 7
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 7
Lorber David A 7
HHM Wealth Advisors, LLC 7
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 7
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 7
Delos Wealth Advisors, LLC 7
Orinda Asset Management LLC 7
Banco Bilbao Vizcaya Argentaria, S.a. 7
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 7
Stone House Investment Management, LLC 7
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 7
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 7
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 7
Honeywell International Inc 7
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 7
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
Carmichael Hill & Associates, Inc. 7
Bremer Trust National Association 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 7
Lloyds Banking Group plc 6
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 6
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 6
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 6
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 6
Great Diamond Partners, LLC 6
Geduld E E 6
Integrated Advisors Network LLC 6
Steel Peak Wealth Management LLC 6
XML Financial, LLC 6
SkyOak Wealth, LLC 6
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 6
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 6
Heck Capital Advisors, LLC 6
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 6
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 6
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 6
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 6
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 6
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 6
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 6
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 6
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 6
Havens Advisors Llc 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 6
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 6
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 6
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 6
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 6
Zazove Associates Llc 6
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 6
Fortress Investment Group LLC 6
Red Door Wealth Management, LLC 6
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 6
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 6
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 6
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 6
NJ State Employees Deferred Compensation Plan 6
Mariner Investment Group Llc 6
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 6
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 6
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 6
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 6
Heritage Wealth Advisors 6
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 6
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 6
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 6
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 6
Equitec Specialists, Llc 6
Equitec Proprietary Markets, Llc 6
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 6
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 6
Columbia Wanger Asset Management Llc 6
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 6
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 6
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 6
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 6
Colonial Trust Advisors 6
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 6
Family Firm, Inc. 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 6
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 6
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 6
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 6
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 6
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 6
VCSVX - VALIC Co II - Small Cap Value Fund 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 6
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 6
Hennessy Advisors Inc 6
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 6
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 6
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 6
Garde Capital, Inc. 6
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 6
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 6
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 6
AlphaCore Capital LLC 6
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 6
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 6
Scout Investments, Inc. 6
APBAX - Cavanal Hill Funds - Active Core Fund Investor 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
Investment Centers Of America Inc 6
Atwood & Palmer Inc 6
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 6
Central Bank & Trust Co 6
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 6
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 6
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 6
YHB Investment Advisors, Inc. 6
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 6
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 6
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 6
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 6
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6
Tradewinds Capital Management, LLC 6
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 6
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 6
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 6
Cloud Gate Capital, LLC 6
Onefund, Llc 6
Joel Isaacson & Co., LLC 6
Ikos Cif Ltd 6
RSSL - Global X Funds - Global X Russell 2000 ETF 6
Gilpin Wealth Management, Llc 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
Coastline Trust Co 6
683 Capital Management, LLC 6
Osborne Partners Capital Management, Llc 6
Selz Capital LLC 6
New Wave Wealth Advisors Llc 6
Deroy & Devereaux Private Investment Counsel Inc 6
Mount Lucas Management LP 6
Quantum Capital Management 6
Nwi Management Lp 6
Institutional Investment Strategy Fund 6
North Dakota State Investment Board 6
Tygh Capital Management, Inc. 6
Clark Wealth Partners 6
POM Investment Strategies, LLC 6
Bks Advisors, Llc 6
Mowery & Schoenfeld Wealth Management, LLC 6
Oxbow Advisors, LLC 6
First Midwest Bank Trust Division 6
Accuvest Global Advisors 6
Glaxis Capital Management, LLC 6
Consolidated Investment Group LLC 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 6
American Research & Management Co. 6
Winch Advisory Services, LLC 6
Cohen Capital Management, Inc. 6
Dynamic Advisor Solutions LLC 6
City Holding Co 6
Delta Asset Management Llc/tn 6
Barnett & Company, Inc. 6
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 6
Richardson Financial Services Inc. 6
Creekmur Asset Management LLC 6
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 6
Dakota Wealth Management 6
Exxonmobil Investment Management Inc /tx 6
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 6
CHICAGO TRUST Co NA 6
Centre Asset Management, LLC 6
Crow Point Partners, LLC 6
Groupama Asset Managment 6
Voya Financial Advisors, Inc. 6
Sumitomo Life Insurance Co 6
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 6
Tiger Eye Capital LLC 6
One Capital Management, LLC 6
Alpha Cubed Investments, LLC 6
American Assets Capital Advisers, LLC 6
Southpoint Capital Advisors LP 6
Exencial Wealth Advisors, Llc 6
Capitolis Liquid Global Markets LLC 6
Plato Investment Management Ltd 6
Ferguson Wellman Capital Management, Inc 6
Partnervest Advisory Services LLC 6
Ninety One North America, Inc. 6
Lucus Advisors Llc 6
Cambiar Investors Llc 6
Van Hulzen Asset Management, LLC 6
Peoples Financial Services Corp. 6
Unique Wealth Strategies, LLC 6
Semanteon Capital Management, LP 6
S. Muoio & Co. Llc 6
Saiers Capital, LLC 6
1492 Capital Management LLC 6
Richard Bernstein Advisors LLC 6
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 6
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 6
Tuttle Tactical Management LLC 6
Affinity Investment Advisors, Llc 6
Strategic Global Advisors, LLC 6
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 6
Hoxton Financial, Inc. 6
Frontier Wealth Management LLC 6
RHJ International SA 6
Financial Perspectives, Inc 6
Cornerstone Advisory, LLC 6
NEOS Investment Management LLC 6
Kohlberg Kravis Roberts & Co. L.P. 6
Venator Capital Management Ltd. 6
Ausdal Financial Partners, Inc. 6
Trust Asset Management LLC 6
Norden Group Llc 6
Tributary Capital Management, LLC 6
Exane Asset Management 6
Vivaldi Asset Management, LLC 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
J.Safra Asset Management Corp 6
Clarius Group, LLC 6
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 6
Rothschild Asset Management Inc 6
Appaloosa Lp 6
Silver Point Capital L.P. 6
Newbrook Capital Advisors LP 6
Meru Capital Group, LP 6
Lodge Hill Capital, LLC 6
Verity Asset Management, Inc. 6
RK Capital Management, LLC 6
Meridian Investment Counsel Inc. 6
Burk Holdings LLC 6
Coe Capital Management, LLC 6
Ashford Investment Management, LLC 6
Integrated Investment Consultants, LLC 6
Alden Global Capital LLC 6
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 6
Virtus ETF Advisers LLC 6
TCTC Holdings, LLC 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 6
DoubleLine ETF Adviser LP 6
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6
Frank, Rimerman Advisors LLC 6
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 6
Vinva Investment Management Ltd 6
PFG Investments, LLC 6
Euclid Advisors LLC 6
First National Bank Of Omaha 6
Lincoln National Corp 6
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 6
NatWest Group plc 6
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 6
Fayez Sarofim & Co 6
Crystal Rock Capital Management 6
Johnson Investment Counsel Inc 6
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 6
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 6
City National Bank 6
Rs Investment Management Co Llc 6
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 6
Cohen & Steers Capital Management Inc 6
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 6
Munder Capital Management 6
Man Investments Ltd 6
Coppell Advisory Solutions Corp. 6
Bellwether Investment Group, LLC 6
Wilmington Trust Investment Management, LLC 6
Rock Creek Group, LP 6
Ibex Wealth Advisors 6
StoneX Group Inc. 6
FS Global Credit Opportunities Fund 6
Greenland Capital Management LP 6
Allstate Investment Management Co 6
Private Advisory Group LLC 6
Blockhouse Capital Management Lp 6
Mason Street Advisors, Llc 6
Total Investment Management Inc 6
Capital Income Builder 6
Old Mission Capital, Llc 6
Glass Jacobson Investment Advisors llc 6
Neuburgh Advisers LLC 6
Redwood Wealth Management Group, LLC 6
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 6
Fortis Advisors, LLC 6
Fiduciary Alliance LLC 6
Doyle Wealth Management 6
Sterling Investment Advisors, Ltd. 6
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 6
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 6
Ahrens Investment Partners LLC 6
Czech National Bank 6
MPS Loria Financial Planners, LLC 6
Legacy Advisors, LLC 6
ICA Group Wealth Management, LLC 6
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 6
WealthPlan Investment Management, LLC 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 6
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 6
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 6
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 6
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 6
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 6
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 6
Meritage Group LP 6
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 6
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 6
T. Rowe Price Investment Management, Inc. 6
Scarborough Advisors, LLC 6
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 6
Oppenheimer Senior Floating Rate Fund 6
Oppenheimer Senior Floating Rate Plus Fund 6
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
Putnam Investors Fund 6
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 6
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 6
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 6
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 6
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 6
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 6
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 6
Gabelli Global Small & Mid Cap Value Trust 6
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 6
FS Series Trust - FS Market Neutral Fund Class I 6
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 6
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 6
Heitman Real Estate Securities Llc 6
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 6
Nuveen Tax Advantaged Total Return Strategy Fund 6
Nuveen Real Estate Income Fund 6
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 6
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 6
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc. 6
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 6
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 6
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 6
Cohen & Steers Institutional Global Realty Shares, Inc. 6
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 6
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 6
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 6
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 6
Baader Bank INC 6
Cribstone Capital Management, LLC 6
Investmark Advisory Group LLC 6
Rmr Real Estate Income Fund 6
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 6
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 6
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 6
Credit Suisse Asset Management Income Fund Inc 6
Tcw Strategic Income Fund Inc 6
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 6
Oppenheimer Global High Yield Fund 6
Guggenheim Taxable Municipal Managed Duration Trust 6
Householder Group Estate & Retirement Specialist, LLC 6
Albion Financial Group /ut 6
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 6
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
Avenue Income Credit Strategies Fund 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 6
SLIM - Janus Detroit Street Trust - The Obesity ETF 6
Neuberger Berman Real Estate Securities Income Fund Inc 6
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 6
Simplicity Wealth,LLC 6
Mfs Intermediate Income Trust 6
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 6
Alkeon Capital Management Llc 6
Principal Real Estate Income Fund 6
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 6
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 6
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 6
Forum Financial Management, LP 6
Credit Suisse High Yield Bond Fund 6
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 6
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 6
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 6
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 6
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 6
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 6
Contrarian Capital Management, L.l.c. 6
Signition Lp 6
China Universal Asset Management Co., Ltd. 6
Kaizen Advisory, Llc 6
Red Tortoise LLC 6
Providence Capital Advisors, LLC 6
Crabel Capital Management, LLC 6
Beryl Capital Management LLC 6
Diameter Capital Partners LP 6
Lake Street Advisors Group, Llc 6
Banco de Sabadell, S.A 6
Barr E S & Co 6
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 6
Security Capital Research & Management Inc 6
Claris Advisors, Llc / Mo / 6
Factorial Partners, Llc 6
Meghalaya Partners, L.p. 6
Amplius Wealth Advisors, LLC 6
Centersquare Investment Management Llc 6
Schwab Charitable Fund 6
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6
Avitas Wealth Management LLC 6
Foundations Investment Advisors, LLC 6
Steigerwald, Gordon & Koch Inc. 6
SPX Equities Gestao de Recursos Ltda 6
Bell Rock Capital Llc 6
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 6
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
Cooper Financial Group 6
Landsberg, Bennett, & Dubbaneh LLC 6
Ellis Investment Partners, LLC 6
Nkcfo Llc 6
Cordatus Wealth Management LLC 6
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 6
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 6
Summit Financial, LLC 6
Mizuho Securities Usa Llc 6
Herold Advisors, Inc. 6
Sirios Capital Management L P 6
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 6
Seeyond 6
Argent Capital Management Llc 6
Harvest Management Llc 6
Cooperman Leon G 6
Strategic Blueprint, LLC 6
Wealthbridge Capital Management, Llc 6
Human Investing LLC 6
Gyl Financial Synergies, Llc 6
Qtron Investments LLC 6
Bain Capital Public Equity Management Ii, Llc 6
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 6
Princeton Global Asset Management LLC 6
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 6
PKO Investment Management Joint-Stock Co 6
Garrett Wealth Advisory Group, LLC 6
Roubaix Capital, LLC 6
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 6
Joseph P. Lucia & Associates, LLC 6
Patton Fund Management, Inc. 6
Jump Trading, Llc 6
Putnam High Yield Trust 6
Rs Variable Products Trust 6
VVMCX - VALIC Co I - Mid Cap Value Fund 6
Plaisance Capital LLC 6
Triumph Capital Management 6
Personal Cfo Solutions, Llc 6
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 6
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
Crestwood Capital Management, L.P. 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 6
O'Neil Global Advisors, Inc. 6
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 6
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 6
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 6
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 6
Curi Wealth Management, LLC 6
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 6
NOLVX - Northern Funds - Northern Large Cap Value Fund 6
NOIEX - Northern Funds - Northern Income Equity Fund 6
REAP Financial Group, LLC 6
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A 6
Advanced Series Trust - Ast Cohen & Steers Realty Portfolio 6
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 6
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 6
Freedman Financial Associates, Inc. 6
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 6
PACIFIC SELECT FUND - Real Estate Portfolio Class I 6
Balasa Dinverno & Foltz Llc 6
Exos Asset Management LLC 6
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 6
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 6
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 6
Charter Oak Capital Management, LLC 6
FUKOKU MUTUAL LIFE INSURANCE Co 6
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 6
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 6
Gf Fund Management Co. Ltd. 6
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 6
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 6
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 6
GATEX - Gateway Trust - Gateway Fund Class A Shares 6
Bck Capital Management Lp 6
IAG Wealth Partners, LLC 6
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
Channing Capital Management, LLC 6
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 6
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 6
Cypress Point Wealth Management, LLC 6
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 6
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
Bellwether Advisors, LLC 6
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 6
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 6
Intrust Bank Na 6
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 6
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 6
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 6
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 6
Accel Wealth Management 6
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 6
MTM Investment Management, LLC 6
Marshall & Sterling Wealth Advisors Inc. 6
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 6
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 6
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 6
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 6
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 6
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 6
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 6
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 6
Chiron Capital Management, Llc 6
Jeppson Wealth Management, Llc 6
Bradley Foster & Sargent Inc/ct 6
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 6
Mufg Securities Americas Inc. 6
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 6
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 6
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 6
Anson Funds Management LP 6
Benchstone Capital Management LP 6
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 6
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 6
Truadvice, LLC 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 6
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 6
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV 6
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV 6
MSUSX - Morgan Stanley Institutional Fund Inc - U.s. Real Estate Portfolio Class I 6
MRLAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Real Estate Portfolio Class I 6
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 6
Raiffeisen Bank International AG 6
JHL Capital Group LLC 6
Securian Funds Trust - SFT Core Bond Fund Class 1 6
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 6
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 6
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 6
PENN SERIES FUNDS INC - Real Estate Securities Fund 6
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund 6
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 6
Canada Post Corp Registered Pension Plan 6
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 6
AQGNX - AQR Funds - AQR Global Equity Fund Class N 6
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 6
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 6
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 6
Formidable Asset Management, LLC 6
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 6
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 6
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 6
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A 6
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 6
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 6
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 6
MGETX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Real Estate Portfolio Class II 6
MSRBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - US Real Estate Portfolio Class II 6
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 6
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 6
ACSKX - American Century Investment Trust - Short Duration Fund C Class 6
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 6
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund 6
WealthTrak Capital Management LLC 6
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 6
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 6
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C 6
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 6
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 6
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 6
Hood River Capital Management LLC 6
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 6
Leisure Capital Management 6
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 6
Cedar Wealth Management, LLC 6
Fiduciary Trust Co 6
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 6
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 6
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 6
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 6
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 6
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y 6
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 6
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 6
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 6
Pinnacle Financial Partners Inc 6
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 6
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 6
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 6
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 6
Curio Wealth, Llc 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1 6
MBEQX - M FUND INC - M International Equity Fund 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 6
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 6
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 6
Optimal Asset Management, Inc. 6
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 6
Connor Clark & Lunn Investment Management Ltd 6
Us Financial Advisors, Llc 6
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 6
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 6
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 6
State of New Jersey Common Pension Fund A 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
Achievement Holdings L.P. 6
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 6
Braun Stacey Associates Inc 6
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 6
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 6
Gerstein Fisher 6
EULAV Asset Management 6
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 6
Great Lakes Retirement, Inc. 6
Haafor (Singapore) Pte. Ltd. 6
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 6
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 6
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 6
Bank of Jackson Hole Trust 6
Bridgecreek Investment Management, LLC 6
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 6
Columbus Hill Capital Management, L.P. 6
Teamwork Financial Advisors, LLC 6
Vertex One Asset Management Inc. 6
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 6
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 6
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 6
Lloyd Advisory Services, LLC. 6
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 6
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 6
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 6
Marks Group Wealth Management, Inc 6
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 6
Cohen & Steers Reit & Preferred Income Fund Inc 5
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 5
O'Shares Investment Advisers, LLC 5
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 5
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 5
Advent Claymore Convertible Securities & Income Fund Ii 5
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 5
Deutsche Multi-market Income Trust 5
Fortis Capital Advisors, LLC 5
Mach-1 Financial Group, Inc. 5
Diversify Wealth Management, Llc 5
Point View Wealth Management, Inc. 5
Transcend Wealth Collective, Llc 5
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 5
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 5
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 5
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 5
Western Standard LLC 5
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 5
State of New Jersey Common Pension Fund E 5
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 5
Longboard Asset Management, LP 5
Dsm Capital Partners Llc 5
Tiverton Asset Management Llc 5
Alphadyne Asset Management, LLC 5
Ovata Capital Management Ltd 5
Strengthening Families & Communities, LLC 5
Breton Hill Capital Ltd. 5
Guardian Capital Lp 5
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 5
Thor Advisors, Llc 5
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 5
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 5
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 5
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 5
Amtrust Financial Services, Inc. 5
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 5
Game Plan Financial Advisors, LLC 5
Dendur Capital Lp 5
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 5
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 5
New Generation Advisors, Llc 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 5
Intact Investment Management Inc. 5
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 5
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 5
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 5
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 5
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 5
Fdp Series, Inc. 5
Ninety One SA (PTY) Ltd 5
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 5
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 5
AM Squared Ltd 5
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 5
Hohimer Wealth Management, Llc 5
British Airways Pensions Investment Management Ltd 5
Turning Point Benefit Group, Inc. 5
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 5
Optas, LLC 5
Anandar Capital Management LP 5
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 5
Insight Capital Research & Management Inc 5
ZIG - ETF Series Solutions - The Acquirers Fund 5
Pacific Capital Wealth Advisors, Inc 5
Nfj Investment Group, Llc 5
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 5
Smallwood Wealth Investment Management, LLC 5
Center for Financial Planning, Inc. 5
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 5
Fidelity Multi-Strategy Credit Fund 5
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 5
TD Securities (USA) LLC 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
Essex Financial Services, Inc. 5
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 5
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 5
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 5
Garda Capital Partners Lp 5
Deutsche Strategic Income Trust 5
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 5
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 5
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 5
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 5
Virtus Insight Trust 5
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 5
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 5
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 5
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 5
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 5
NOFIX - Northern Funds - Northern Fixed Income Fund 5
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 5
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 5
PIMCO FUNDS - PIMCO Sector Fund Series - H 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 5
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 5
United Financial Planning Group LLC 5
Ray Gerald L & Associates Ltd 5
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 5
Eastern Bank 5
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 5
Allegis Investment Advisors, LLC 5
Arden Trust Co 5
Oxinas Partners Wealth Management LLC 5
Stonnington Group, Llc 5
OmniStar Financial Group, Inc. 5
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 5
Marino, Stram & Associates Llc 5
Keeley Asset Management Corp 5
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 5
Baron Silver Stevens Financial Advisors, Llc 5
Sagewood Asset Management LP 5
Paulson Wealth Management Inc. 5
Ameriflex Group, Inc. 5
Ivy Variable Insurance Portfolios - Ivy VIP Securian Real Estate Securities Class II 5
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 5
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 5
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 5
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 5
Kendall Capital Management 5
Morningstar Investment Services LLC 5
Hilltop National Bank 5
Frec Markets, Inc. 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
Peapack Gladstone Financial Corp 5
Fortaleza Asset Management Inc/ 5
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 5
Himco Variable Insurance Trust 5
Fsb Premier Wealth Management, Inc. 5
West Branch Capital LLC 5
Waldron Private Wealth LLC 5
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 5
Fifth Third Wealth Advisors LLC 5
Discovery Capital Management, Llc / Ct 5
Falcon Edge Capital, LP 5
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 5
Kellner Capital, LLC 5
Prentice Capital Management, LP 5
NorthRock Partners, LLC 5
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 5
Measured Wealth Private Client Group, LLC 5
Aurora Investment Counsel 5
Arete Wealth Advisors, LLC 5
Cohen & Steers Infrastructure Fund Inc 5
ACVF - ETF Opportunities Trust - American Conservative Values ETF 5
Buckingham Strategic Wealth, Llc 5
Stance Capital Llc 5
Change Path, LLC 5
Reby Advisors, LLC 5
Silver Capital Management Llc 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 5
Level Financial Advisors, Inc. 5
LRT Capital Management, LLC 5
Key Square Capital Management LLC 5
Rvb Capital Management Llc 5
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 5
Private Bank & Trust Co 5
Trust Co Of Toledo Na /oh/ 5
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 5
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 5
6 Meridian 5
Hallmark Capital Management Inc 5
Kiley Juergens Wealth Management, Llc 5
Burnham Asset Management Corp /ny/ 5
Strategy Asset Managers Llc 5
Haverford Trust Co 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 5
Tran Capital Management, L.p. 5
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 5
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 5
Pensionmark Financial Group, Llc 5
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 5
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 5
Putnam Fl Investment Management Co 5
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 5
Industrial Alliance Investment Management Inc. 5
Verdence Capital Advisors LLC 5
M&G Plc 5
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 5
Fulton Breakefield Broenniman Llc 5
Pinnbrook Capital Management Lp 5
Aj Wealth Strategies, Llc 5
Unigestion Holding SA 5
Friedenthal Financial 5
Cynosure Management, Llc 5
Rovida Advisors Inc. 5
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 5
Halpern Financial, Inc. 5
EWG Elevate Inc. 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 5
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 5
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1 5
Pflug Koory, LLC 5
Mill Creek Capital Advisors, LLC 5
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 5
Worm Capital, Llc 5
Matarin Capital Management, LLC 5
Eidelman Virant Capital 5
Groupe la Francaise 5
EHLS - Tidal Trust II - Even Herd Long Short ETF 5
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 5
Credential Qtrade Securities Inc. 5
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I 5
Signature Estate & Investment Advisors Llc 5
Independence Bank of Kentucky 5
LGRUX - LORD ABBETT TRUST I - Lord Abbett Investment Grade Floating Rate Fund Class R6 5
25 Llc 5
WFA of San Diego, LLC 5
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 5
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 5
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 5
Buckley Wealth Management, LLC 5
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 5
Canton Hathaway, LLC 5
Selective Wealth Management, Inc. 5
Intersect Capital LLC 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
Caldwell Securities, Inc 5
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF 5
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 5
Kavar Capital Partners, LLC 5
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 5
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 5
Nelson Capital Management, LLC 5
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 5
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 5
Chartwell Investment Partners/pa 5
Clarfeld Financial Advisors, Llc 5
Li Winifred I 5
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 5
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 5
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 5
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 5
Abc Arbitrage Sa 5
Tourbillon Capital Partners, L.P. 5
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 5
Bourgeon Capital Management Llc 5
Gordian Capital Singapore Pte Ltd 5
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 5
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 5
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 5
Silphium Asset Management Ltd 5
Balter Liquid Alternatives, LLC 5
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 5
American Beacon Apollo Total Return Fund 5
Virtus Total Return Fund 5
Mizuho Markets Americas Llc 5
Waddell & Associates, Llc 5
Argentus Capital Management, LLC 5
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 5
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 5
Pacholder High Yield Fund Inc 5
Security National Trust Co 5
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 5
Eii Realty Securities Trust 5
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 5
Blackrock Defined Opportunity Credit Trust 5
Lowe Wealth Advisors, LLC 5
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 5
Mark Sheptoff Financial Planning, Llc 5
Herndon Capital Management Llc 5
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 5
Graves-Light Private Wealth Management, Inc. 5
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 5
N.E.W. Advisory Services LLC 5
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 5
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 5
Flinton Capital Management LLC 5
Resolute Capital Asset Partners LLC 5
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 5
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 5
Core Wealth Advisors, Llc 5
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 5
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 5
McGlone Suttner Wealth Management, Inc. 5
TruNorth Capital Management, LLC 5
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 5
RMG Wealth Management LLC 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
Encompass Wealth Advisors, Llc 5
BlackRock ESG Capital Allocation Trust 5
Swedbank AB 5
Applied Finance Capital Management, LLC 5
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 5
Granite Investment Partners, LLC 5
Cpwm, Llc 5
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 5
Hexavest Inc. 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 5
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 5
Ramsey Quantitative Systems 5
Ccm Investment Group, Llc 5
American Funds Fundamental Investors 5
Jag Capital Management, Llc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 5
Kamunting Street Capital Management, L.P. 5
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 5
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 5
Pagoda Asset Management, LP 5
Doubleline Income Solutions Fund 5
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 5
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 5
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 5
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 5
Oliver Luxxe Assets LLC 5
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 5
EMG Holdings, L.P. 5
Cedar Brook Financial Partners, LLC 5
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 5
Deutsche High Income Opportunities Fund, Inc. 5
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 5
VanEck Funds 5
Tema Etfs Llc 5
Brandywine Oak Private Wealth Llc 5
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 5
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 5
Better Money Decisions, LLC 5
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 5
Stratos Wealth Advisors, LLC 5
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 5
Curian Series Trust 5
Brown, Lisle/cummings, Inc. 5
IWC - iSHARES TRUST - iShares Micro-Cap ETF 5
Glenmede Investment Management, LP 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 5
Colony Capital, Inc. 5
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 5
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 5
Serengeti Asset Management LP 5
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 5
Hirtle Callaghan & Co LLC 5
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 5
First National Bank of South Miami 5
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 5
Global X Japan Co., Ltd. 5
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 5
Wellington Shields Capital Management, LLC 5
Oppenheimer Master Loan Fund, Llc 5
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 5
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 5
Oppenheimer Discovery Fund 5
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND 5
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 5
Franklin Templeton ETF Trust - Western Asset Bond ETF 5
TCW ETF Trust - TCW Flexible Income ETF 5
Merrion Investment Management Co, LLC 5
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I 5
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 5
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 5
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 5
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 5
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 5
Duquesne Family Office LLC 5
Mascagni Wealth Management, Inc. 5
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 5
GFG Capital, LLC 5
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 5
Clearfield Capital Management Lp 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
LBA Wealth Management, LLC 5
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 5
Meitav Dash Investments Ltd 5
AMF Pensionsforsakring AB 5
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 5
Limestone Investment Advisors LP 5
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 5
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 5
AMG National Trust Bank 5
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 5
NITE - Capitol Series Trust - The Nightview Fund 5
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 5
Cupps Capital Management, LLC 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 5
Voya Global Equity Dividend & Premium Opportunity Fund 5
Wcm Investment Management, Llc 5
Jamison Private Wealth Management, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 5
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 5
Valued Wealth Advisors LLC 5
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 5
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 5
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF 5
Trust Point Inc. 5
Keystone Investors Pte Ltd 5
Third Point LLC 5
SkyView Investment Advisors, LLC 5
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 5
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 5
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 5
Voya Global Advantage & Premium Opportunity Fund 5
Key Colony Management, LLC 5
DoubleLine Yield Opportunities Fund 5
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 5
Mfs Intermarket Income Trust I 5
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 5
Blume Capital Management, Inc. 5
WCG Wealth Advisors LLC 5
Seven Bridges Advisors LLC 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 5
First Business Financial Services, Inc. 5
Woodward Diversified Capital, Llc 5
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
GFS Advisors, LLC 5
Dagco, Inc. 5
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 5
Laffer Investments 5
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 5
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5
Provenance Wealth Advisors, LLC 5
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 5
Alpine Total Dynamic Dividend Fund 5
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 5
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 5
PACIFIC FUNDS SERIES TRUST - PF Real Estate Fund CLASS P 5
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 5
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 5
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
Lake Point Wealth Management 5
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 5
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 5
Quest 10 Wealth Builders, Inc. 5
Capital Wealth Planning, LLC 5
Piermont Capital Management LLC 5
Contrarius Investment Management Ltd 5
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 5
Ten Capital Wealth Advisors, LLC 5
Phocas Financial Corp. 5
Alpine Series Trust 5
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 5
Beech Hill Advisors, Inc. 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF 5
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 5
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 5
Greenwood Capital Associates Llc 5
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 5
Aureus Asset Management, LLC 5
Alydar Partners Llc 5
Edmond De Rothschild (suisse) S.a. 5
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
Berkley W R Corp 5
Isi Strategy Fund Inc 5
Green Square Capital Advisors Llc 5
Garnet Equity Capital Holdings, Inc. 5
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 5
Amici Capital, LLC 5
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 5
Gilliland Jeter Wealth Management LLC 5
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 5
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 5
Easterly Investment Partners Llc 5
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 5
Ayalon Holdings Ltd. 5
AlphaOne Investment Services, LLC 5
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 5
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 5
Stonehage Fleming Financial Services Holdings Ltd 5
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 5
L2 Asset Management, LLC 5
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 5
Girard Partners Ltd. 5
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 5
Global Trust Asset Management, LLC 5
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 5
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 5
Soroban Capital Partners LP 5
Founders Financial Alliance, LLC 5
Price Wealth Management, Inc. 5
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 5
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 5
Atalanta Sosnoff Capital, Llc 5
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 5
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 5
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 5
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 5
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 5
Opera Trading Capital 5
Honeycomb Asset Management LP 5
VELA Funds - VELA Large Cap 130/30 Fund Class I 5
Evermay Wealth Management Llc 5
Silvercrest Asset Management Group Llc 5
Mascoma Wealth Management LLC 5
Spirit Of America Management Corp/ny 5
Glade Brook Capital Partners Llc 5
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class 5
First Pacific Financial 5
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 5
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 5
Starwood Real Estate Securities, LLC 5
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 5
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 5
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 5
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 5
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 5
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 5
Tidemark, LLC 5
Mattson Financial Services, LLC 5
Romano Brothers And Company 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 5
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 5
Jabodon Pt Co 5
Tennessee Valley Asset Management Partners 5
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 5
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 5
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 5
Mason Capital Management Llc 5
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 5
Friess Associates Llc 5
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 5
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 5
Pomelo Capital LLC 5
J. Safra Sarasin Holding AG 5
Mesirow Financial Investment Management, Inc. 5
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 5
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 5
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 5
Ferris Capital, Llc 5
Net Worth Advisory Group 5
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
Actinver Wealth Management, Inc. 5
SFY - Tidal ETF Trust - SoFi Select 500 ETF 5
BCJ Capital Management, LLC 5
AllSquare Wealth Management LLC 5
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 5
Advantage Advisers Xanthus Fund, L.l.c. 5
Munder Series Trust 5
Select Equity Group, L.P. 5
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 5
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 5
Karpas Strategies, Llc 5
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 5
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 5
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 5
Lisanti Capital Growth, LLC 5
United Asset Strategies, Inc. 5
Quilter Plc 5
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
Providence First Trust Co 5
Lazari Capital Management, Inc. 5
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 5
Wealth Preservation Advisors, LLC 5
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 5
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 5
Motley Fool Asset Management LLC 5
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 5
Makena Capital Management Llc 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 5
PRAEX - PRINCIPAL FUNDS INC - Real Estate Securities Fund R-1 5
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 5
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 5
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 5
Hosking Partners LLP 5
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 5
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 5
Trivest Advisors Ltd 5
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 5
Ogorek Anthony Joseph /ny/ /adv 5
qPULA Trading Management LP 5
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 5
Retirement Group, LLC 5
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 5
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 5
Foster & Motley Inc 5
Aew Capital Management L P 5
Harwood Advisory Group, LLC 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 5
Pinnacle Wealth Management Advisory Group, LLC 5
CWA Asset Management Group, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 5
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 5
Cion Ares Diversified Credit Fund 5
Boussard & Gavaudan Investment Management LLP 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 5
Kowal Investment Group, LLC 5
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 5
Lehman Financial Resources, Inc. 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 5
Jackson, Grant Investment Advisers, Inc. 5
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 5
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 5
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 5
Jones Road Capital Management, L.p. 5
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund 5
Dynamic Capital Management Ltd 5
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 5
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 5
Total Clarity Wealth Management, Inc. 5
Armstrong Shaw Associates Inc/ct 5
Wilmington Trust Co 5
Nuveen High Income November 2021 Target Term Fund 5
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 5
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 5
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 5
Calixto Global Investors, LP 5
Bfsg, Llc 5
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 5
Kcm Investment Advisors Llc 5
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 5
Empirical Asset Management, LLC 5
Meyer Handelman Co 5
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 5
Goodwin Daniel L 5
Nova Wealth Management, Inc. 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 5
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 5
Kathmere Capital Management, LLC 5
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 5
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund 5
Keeley-Teton Advisors, LLC 5
Circle Wealth Management, LLC 5
Quantedge Capital Pte Ltd 5
Hall Laurie J Trustee 5
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 5
Sigma Capital Management Llc 5
Cobalt Capital Management, Inc. 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 5
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 5
PACIFIC SELECT FUND - Growth Portfolio Class I 5
Cherry Tree Wealth Management, LLC 5
Primecap Management Co/ca/ 5
Kavi Asset Management, LP 5
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 5
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 5
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 5
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 5
Platinum Investment Management Ltd 5
Securian Funds Trust - SFT Real Estate Securities Fund Class 2 5
Strategic Wealth Advisors Group, LLC 5
Securian Funds Trust - SFT T. Rowe Price Value Fund 5
Thomas White International Ltd 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 5
Copeland Capital Management, LLC 5
Osterweis Capital Management Inc 5
Bruderman Asset Management, LLC 5
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 5
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 5
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 5
Cornerstone Wealth Management, LLC 5
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 5
Palo Capital, Inc. 5
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 5
1620 Investment Advisors, Inc. 5
Oppenheimer Discovery Mid Cap Growth Fund 5
Centerline Investment Partners, LP 5
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 5
Emory University 5
EOPS - Emles Trust - Emles Alpha Opportunities ETF 5
Adams Diversified Equity Fund, Inc. 5
Pensionfund Sabic 5
SevenBridge Financial Group, LLC 5
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 5
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 5
Shenkman Capital Management Inc 5
Tiedemann Advisors, Llc 5
Trifecta Capital Advisors, LLC 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 5
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 5
HCREX - HC CAPITAL TRUST - The Real Estate Securities Portfolio HC Strategic Shares 5
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 5
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 5
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 5
Flow Traders U.s. Llc 5
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 5
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 5
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 5
TCW ETF Trust - TCW Multisector Credit Income ETF 5
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 5
Eaton Vance Tax Advantaged Global Dividend Income Fund 5
Provence Wealth Management Group 5
ADAR Investment Management LP 5
New Perspective Fund 5
CrestPoint Capital Management, LLC 5
Pineridge Advisors LLC 5
Fosun International Ltd 5
TRANSAMERICA FUNDS - Transamerica Total Return I2 5
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 5
Todd Asset Management Llc 5
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 5
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 5
Ghisallo Capital Management LLC 5
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 5
Wade G W & Inc 5
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 5
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A 5
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 5
Daymark Wealth Partners, Llc 5
Apollo Tactical Income Fund Inc. 5
Forty4 Asset Management LLC 5
Flaharty Asset Management, LLC 5
Accent Capital Management, LLC 5
Advent/claymore Enhanced Growth & Income Fund 5
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
Winnow Wealth Llc 5
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 5
Legato Capital Management LLC 5
Cai Capital Management, Inc. 5
TAP Consulting, LLC 5
WMS Partners, LLC 5
FSA Wealth Management LLC 5
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
New York Life Trust Co 4
Operose Advisors LLC 4
Syntal Capital Partners, LLC 4
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 4
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 4
Hillhouse Capital Advisors, Ltd. 4
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 4
Matthews International Capital Management Llc 4
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 4
Nachman Norwood & Parrott, Inc 4
Advisors Capital Management, LLC 4
Journey Strategic Wealth Llc 4
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 4
Legacy Bridge, LLC 4
Tru Independence Asset Management 2, Llc 4
Redmont Wealth Advisors Llc 4
Ocean Capital Management, LLC 4
Bennett Lawrence Management L L C/ny 4
Estabrook Capital Management 4
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 4
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
Oaktree Funds 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 4
Syquant Capital Sas 4
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 4
Lakeview Capital Partners, LLC 4
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 4
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 4
MSBPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Focus Real Estate Portfolio Class IS 4
Pennant Capital Management, LLC 4
Canandaigua National Bank & Trust Co 4
DW Partners, LP 4
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 4
KLCM Advisors, Inc. 4
Acap Strategic Fund 4
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 4
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 4
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 4
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 4
Tilia Fiduciary Partners, Inc. 4
Guggenheim Credit Allocation Fund 4
Choate Investment Advisors 4
Handelsinvest Investeringsforvaltning 4
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 4
Portolan Capital Management, LLC 4
Smith Group Asset Management, LLC 4
Icapital Wealth Llc 4
Relative Value Fund 4
Josh Arnold Investment Consultant, Llc 4
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 4
Strategic Advocates LLC 4
United Community Bank 4
Sepio Capital, LP 4
MBM Wealth Consultants, LLC 4
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 4
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I 4
Clean Yield Group 4
Jackson Square Partners, LLC 4
TCW ETF Trust - TCW High Yield Bond ETF 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
WESPAC Advisors SoCal, LLC 4
Eaton Vance High Income 2021 Target Term Trust 4
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 4
Trilogy Global Advisors Lp 4
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
Newtyn Management, LLC 4
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A 4
Burns Matteson Capital Management, LLC 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 4
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
Vanguard Chester Funds 4
Legg Mason Bw Global Income Opportunities Fund Inc. 4
Navis Wealth Advisors, LLC 4
Glenhill Advisors Llc 4
Robbins Farley Llc 4
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 4
Concert Wealth Management Inc. 4
D1 Capital Partners L.P. 4
Grayhawk Investment Strategies Inc. 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 4
Executive Wealth Management, LLC 4
Quadrant Private Wealth Management, LLC 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 4
Fortis Group Advisors, LLC 4
Potomac Capital Management, Inc. 4
PartnerRe Asset Management CORP 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
Stone Toro Investment Advisers, LP 4
Jat Capital Management, L.p. 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 4
Jana Partners Llc 4
GM Advisory Group, Inc. 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 4
Claymore Exchange-traded Fund Trust 2 4
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 4
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 4
Sapient Capital Llc 4
Oppenheimer Capital Income Fund 4
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 4
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 4
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 4
Mrj Capital Inc 4
Deutsche Global High Income Fund, Inc. 4
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 4
Lansforsakringar Fondforvaltning AB (publ) 4
Centerbridge Partners, L.P. 4
Westover Capital Advisors, LLC 4
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 4
Cary Street Partners Financial Llc 4
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 4
Odey Asset Management Group Ltd 4
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
Piershale Financial Group, Inc. 4
Union Square Park Capital Management, LLC 4
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 4
Kessler Investment Group, LLC 4
Mork Capital Management, LLC 4
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 4
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 4
Mirador Capital Partners LP 4
Trust Co 4
Savvy Advisors, Inc. 4
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 4
Marcato Capital Management Lp 4
Coston, McIsaac & Partners 4
KCS Wealth Advisory 4
Long Focus Capital Management, Llc 4
Voss Capital, LLC 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
Close Asset Management Ltd 4
ADVANCED SERIES TRUST - AST Cohen & Steers Global Realty Portfolio 4
Palisade Asset Management, LLC 4
Cortina Asset Management, LLC 4
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
Dfa Investment Trust Co - The Continental Small Company Series 4
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 4
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 4
EMC Capital Management 4
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 4
Amica Retiree Medical Trust 4
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 4
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 4
Power Corp of Canada 4
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 4
Solus Alternative Asset Management LP 4
Focus Financial Network Inc /adv 4
BOCHK Asset Management Ltd 4
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 4
Glenview Capital Management, Llc 4
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 4
Allianz Se 4
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 4
Orion Capital Management LLC 4
Kingfisher Capital LLC 4
Gilder Gagnon Howe & Co Llc 4
Comerica Securities Inc 4
Mesirow Institutional Investment Management, Inc. 4
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 4
Kozak & Associates, Inc. 4
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 4
Liberty All Star Growth Fund Inc. 4
Athos Capital Ltd 4
Argent Trust Co 4
Gladius Capital Management LP 4
Progeny 3, Inc. 4
Beach Point Capital Management LP 4
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 4
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 4
Ironwood Financial, llc 4
Miles Capital, Inc. 4
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 4
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 4
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 4
Lyon Street Capital, LLC 4
Perritt Capital Management Inc 4
Caitlin John, LLC 4
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 4
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 4
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 4
STRV - EA Series Trust - Strive 500 ETF 4
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 4
Hurley Capital, LLC 4
Cove Street Capital, LLC 4
Apex Capital Management 4
Advanced Series Trust - Ast Mfs Growth Portfolio 4
Round Rock Advisors, LLC 4
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 4
Hoover Financial Advisors, Inc. 4
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 4
Heartland Bank & Trust Co 4
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 4
Oarsman Capital, Inc. 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
Clayton Financial Group LLC 4
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 4
Tdam Usa Inc. 4
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 4
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 4
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 4
FJ Investments, LLC 4
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 4
Vigilare Wealth Management 4
BFAM Partners (Cayman) Ltd 4
Garton & Associates Financial Advisors LLC 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 4
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 4
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 4
Lasry Marc 4
Aspect Partners, LLC 4
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 4
Leuthold Group, Llc 4
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 4
SEB Asset Management AB 4
Nwam Llc 4
Cadian Capital Management, Lp 4
Sensato Investors LLC 4
Advisor OS, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 4
Hanlon Investment Management, Inc. 4
Parkside Investments, LLC 4
Steadfast Capital Management Lp 4
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 4
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 4
Vima Llc 4
Founders Capital Management 4
Sivia Capital Partners, LLC 4
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 4
Modera Wealth Management, LLC 4
PenderFund Capital Management Ltd. 4
Heritage Trust Co 4
Voisard Asset Management Group, Inc. 4
Creative Capital Management Investments LLC 4
Gallacher Capital Management LLC 4
My Personal CFO, LLC 4
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 4
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 4
Copper Rock Capital Partners, LLC 4
Hellman Jordan Management Co Inc /ma/ 4
Abel Hall, LLC 4
Keel Point, LLC 4
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 4
PGIM Credit Income Fund 4
Jackson Credit Opportunities Fund 4
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 4
Century Capital Management, LLC 4
Lincoln Capital Corp 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
Alaska Permanent Fund Corp 4
PENN SERIES FUNDS INC - Large Growth Stock Fund 4
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 4
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 4
First PREMIER Bank 4
Royce Value Trust Inc 4
Icon Wealth Advisors, LLC 4
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 4
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 4
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 4
VestGen Advisors, LLC 4
Soros Capital Management Llc 4
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 4
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF 4
3 Factor Indexing, Llc 4
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 4
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 4
Crawford Lake Capital Management, LLC 4
Hazlett, Burt & Watson, Inc. 4
USAF - 2023 ETF Series Trust - Atlas America Fund 4
Financial Synergies Wealth Advisors, Inc. 4
New Century Investment Management, Inc 4
TFRIX - TRUST FOR PROFESSIONAL MANAGERS - Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares 4
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 4
AidennLair Capital Management LP 4
Jackson Wealth Management, LLC 4
ThornTree Capital Partners LP 4
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 4
Leavell Investment Management, Inc. 4
black-and-white Capital LP 4
New England Capital Financial Advisors LLC 4
Kwmg, Llc 4
Gillson Capital LP 4
Stancorp Investment Advisers Inc 4
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 4
Appleton Partners Inc/ma 4
CenturyLink Investment Management Co 4
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 4
MABCX - MORGAN STANLEY INSTITUTIONAL FUND INC - U.S. Focus Real Estate Portfolio Class IS 4
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 4
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 4
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 4
DORCHESTER WEALTH MANAGEMENT Co 4
Court Place Advisors, LLC 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
Cumberland Partners Ltd 4
Paragon Capital Management Ltd 4
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 4
Portus Wealth Advisors, LLC 4
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 4
ARGA Investment Management, LP 4
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 4
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 4
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 4
Tech Square Trading Lp 4
Fondren Management LP 4
Sustainable Insight Capital Management, LLC 4
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 4
WealthTrust Fairport, LLC 4
Sierra Capital LLC 4
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 4
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 4
Delap Wealth Advisory, Llc 4
Ardevora Asset Management LLP 4
Baltimore-Washington Financial Advisors, Inc. 4
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 4
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
Transce3nd, LLC 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
Moran Wealth Management, LLC 4
PFA Pension, Forsikringsaktieselskab 4
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 4
Leonard Capital Management, Inc 4
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 4
Cowen Prime Services LLC 4
Financial Advisors Network, Inc. 4
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 4
Wealth Alliance 4
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 4
EFG International AG 4
Heartland Advisors Inc 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 4
Amplify ETF Trust - Amplify AI Powered Equity ETF 4
SCS Capital Management LLC 4
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
GenTrust, LLC 4
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 4
CI Global Investments Inc. 4
Forum Securities Ltd 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
Motiv8 Investments LLC 4
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 4
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
Fca Corp /tx 4
Findlay Park Partners LLP 4
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
Northwest Wealth Management, Llc 4
McElhenny Sheffield Capital Management, LLC 4
Capital Impact Advisors, LLC 4
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 4
Fore Research & Management, LP 4
Strycker View Capital Llc 4
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 4
Linden Advisors Lp 4
Kohmann Bosshard Financial Services, LLC 4
Everett Capital Advisors UK LLP 4
World Equity Group, Inc. 4
Heritage Family Offices, LLP 4
Norway Savings Bank 4
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 4
Brookside Capital Management Llc 4
1015 Capital Partners, LLC 4
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 4
First Bank & Trust 4
Great Valley Advisor Group, Inc. 4
Marietta Investment Partners Llc 4
Gmt Capital Corp 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
Markel Corp 4
Curated Wealth Partners LLC 4
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 4
Capital Group Investment Management Pte. Ltd. 4
RGT Wealth Advisors, LLC 4
Personal Capital Advisors Corp 4
Visionary Asset Management, Inc. 4
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 4
Investment Research & Advisory Group, Inc. 4
BTG Pactual Asset Management US LLC 4
HMS Capital Management, LLC 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
Hoplite Capital Management, L.p. 4
Charter Trust Co 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
Nalls Sherbakoff Group, Llc 4
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 4
Oaktree Diversified Income Fund Inc. 4
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 4
Factory Mutual Insurance Co 4
Bull Harbor Capital LLC 4
Richards, Merrill & Peterson, Inc. 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 4
New England Investment & Retirement Group, Inc. 4
potrero capital research llc 4
Moab Capital Partners LLC 4
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares 4
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 4
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 4
Wood Tarver Financial Group, LLC 4
Synergy Financial Management, LLC 4
Seneschal Advisors, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 4
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 4
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 4
TimesSquare Capital Management, LLC 4
Transform Wealth, LLC 4
Obermeyer Wood Investment Counsel, Lllp 4
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 4
Capital Management Associates /ny/ 4
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 4
Bernard Wealth Management Corp. 4
Gries Financial Llc 4
Temasek Holdings (Private) Ltd 4
Arrow Investment Advisors, LLC 4
Hennion & Walsh Asset Management, Inc. 4
BFIX - Build Funds Trust - Build Bond Innovation ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 4
Gitterman Wealth Management, LLC 4
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 4
Havemeyer Place LP 4
Ohio National Investments, Inc. 4
Corbenic Partners LLC 4
Inspire Advisors, LLC 4
Wellington Shields & Co., LLC 4
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 4
CHURCHILL MANAGEMENT Corp 4
Napier Financial, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
Amica Mutual Insurance Co 4
Abundance Wealth Counselors 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 4
Formula Growth Ltd 4
Bryce Point Capital, LLC 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 4
Private Wealth Partners, LLC 4
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 4
Painted Porch Advisors LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 4
McMillan Office, Inc. 4
Compass Wealth Management LLC 4
Thompson Investment Management, Inc. 4
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 4
Westfuller Advisors, LLC 4
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
Portman Square Capital LLP 4
Archipel Asset Management AB 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 4
Maridea Wealth Management LLC 4
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 4
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 4
Isomer Partners LP 4
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 4
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
PIMCO FUNDS - PIMCO Short Asset Portfolio 4
Altus Wealth Group LLC 4
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 4
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares 4
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 4
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 4
Tobias Financial Advisors, Inc. 4
Legacy Wealth Managment, LLC/ID 4
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 4
Kempen Capital Management N.v. 4
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 4
Locust Wood Capital Advisers, LLC 4
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 4
denkapparat Operations GmbH 4
Fourth Dimension Wealth, LLC 4
Curian Capital Llc 4
McAdams Wright Ragen, Inc. 4
Greenwoods Asset Management Hong Kong Ltd. 4
Dockside LLC 4
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 4
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 4
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I 4
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 4
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 4
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 4
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 4
AXS Investments LLC 4
Lebenthal Global Advisors, LLC 4
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 4
Frontier Investment Mgmt Co 4
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
Flat Footed LLC 4
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 4
Lourd Capital, LLC 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
Capital Financial Group Inc\co\ /adv 4
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 4
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4
Loeb Offshore Management LP 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 4
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 4
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 4
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 4
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 4
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 4
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 4
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 4
Senvest Management, LLC 4
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 4
Oder Investment Management, LLC 4
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
Guardian Investor Services Llc 4
Lion Street Advisors, LLC 4
Navalign, LLC 4
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 4
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 4
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 4
Tcw Alternative Funds 4
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 4
Pergamon Offshore Advisors, L.P. 4
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
Octavia Wealth Advisors, LLC 4
FRFDX - FIRST INVESTORS INCOME FUNDS - First Investors Floating Rate Fund Class A 4
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 4
Connectus Wealth, LLC 4
CPI - IndexIQ ETF Trust - IQ Real Return ETF 4
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 4
Beck Capital Management, Llc 4
Nishkama Capital, LLC 4
Dodge & Cox 4
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 4
Darwins River Capital, LP 4
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 4
Scott & Selber, Inc. 4
Waycross Partners, Llc 4
Andromeda Capital LLC 4
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 4
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 4
Green Arrow Capital Management Llc 4
Brave Asset Management Inc 4
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 4
VCTPX - VALIC Co I - Inflation Protected Fund 4
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 4
North Star Asset Management Inc 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 4
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 4
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 4
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 4
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 4
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 4
PBMares Wealth Management LLC 4
Millstone Evans Group, LLC 4
NS Partners Ltd 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 4
Booth Park Capital Management LLC 4
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 4
Leverage Partners Absolute Return Fund SPC 4
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 4
Pacific Global Investment Management Co 4
Kehrs Ridge Capital,LLC 4
WUSAX - WANGER ADVISORS TRUST - Wanger USA 4
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 4
Sii Investments Inc/wi 4
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
Aspex Management (HK) Ltd 4
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 4
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 4
Western Asset Middle Market Debt Fund Inc. 4
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 4
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 4
Vanguard Windsor Funds 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 4
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 4
RVRB - ADVISORS SERIES TRUST - Reverb ETF 4
Baron Wealth Management LLC 4
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 4
Omni Partners Llp 4
Scout Funds 4
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 4
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
North Capital, Inc. 4
Cowa, Llc 4
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 4
Eaton Financial Holdings Company, LLC 4
Southport Management, L.l.c. 4
San Luis Wealth Advisors LLC 4
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 4
Sheets Smith Wealth Management 4
Glovista Investments LLC 4
RBA Wealth Management, LLC 4
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 4
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
Spears Abacus Advisors LLC 4
White Pine Capital Llc 4
Peconic Partners Llc 4
TCW ETF Trust - TCW Senior Loan ETF 4
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 4
Payden & Rygel 4
Chelsea Counsel Co 4
Sterneck Capital Management, LLC 4
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 4
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 4
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 4
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 4
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 4
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 4
Range Rock Capital, LLC 4
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 4
Western Asset Middle Market Income Fund Inc. 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 4
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 4
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 4
Kemper Corp Master Retirement Trust 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A) 4
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 4
KAMES CAPITAL plc 4
Eos Management, L.P. 4
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
Blue Rock Advisors, LLC 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 4
Cornerstone Real Estate Advisers LLC 4
Stillwater Investment Management, L.P. 4
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 4
BRC Investment Management LLC 4
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 4
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
AMJ Financial Wealth Management 4
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 4
Elliott Investment Management L.P. 4
Baker Tilly Financial, Llc 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
Credit Capital Investments LLC 4
Kernodle & Katon Asset Management Group, LLC 4
Partners Group Holding AG 4
Generali Asset Management SPA SGR 4
Angelo Gordon & Co., L.p. 4
Madison Street Partners, LLC 4
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 4
Cahill Financial Advisors Inc 4
VASMX - VALIC Co II - Small Cap Growth Fund 4
IMG Wealth Management, Inc. 4
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 4
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 4
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 4
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 4
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 4
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 4
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 4
Trustmark National Bank Trust Department 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 4
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 4
Sphinx Trading, Lp 4
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 4
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 4
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 4
Grey Street Capital, LLC 4
Strategic Capital Alternatives LLC 4
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 4
DB Wealth Management Group, LLC 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 4
Greykasell Wealth Strategies, Inc. 4
Syverson Strege & Co 4
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 4
Barrett & Company, Inc. 4
Spouting Rock Asset Management, LLC 4
Cna Financial Corp 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 4
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 4
AlphaCentric Advisors LLC 4
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 4
Park Avenue Institutional Advisers LLC 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
Summit Partners Public Asset Management, Llc 4
Thrax Management, LLC 4
Maple Rock Capital Partners Inc. 4
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 4
Tyvor Capital LLC 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
E Fund Management (Hong Kong) Co., Ltd. 4
Atala Financial Inc 4
First Trust Senior Floating Rate Income Fund Ii 4
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 4
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
Regatta Capital Group, Llc 4
La Banque Postale Asset Management SA 4
Pinnacle Financial Partners, Inc. 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 4
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 4
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 4
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 4
Toscafund Asset Management LLP 4
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 4
Sessa Capital IM, L.P. 4
National Wealth Management Group, LLC 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
Advanced Portfolio Management, LLC 4
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 4
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 4
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 4
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 4
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 4
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund 4
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 4
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 4
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A 4
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 4
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 4
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 4
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 4
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 4
OneAscent Financial Services LLC 4
Winton Capital Management Ltd 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 4
Northwestern Mutual Investment Services Llc 4
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 4
Junto Capital Management LP 4
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 4
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 4
Atlas Private Wealth Management 4
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
Independent Financial Group, Llc 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 4
Magnolia Capital Advisors Llc 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 4
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 4
Profunds - Profund Vp Small-cap Value 4
Whale Rock Capital Management LLC 4
Black Swift Group, LLC 4
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 4
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 4
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 4
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 4
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
Eaton Vance Tax-managed Buy-write Income Fund 4
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 4
Sophron Capital Management L.P. 4
Edge Capital Group, LLC 4
3G Capital Partners LP 4
Saba Capital Management, L.P. 4
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 4
Burgundy Asset Management Ltd. 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
Rainier Investment Management Llc 4
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 4
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 4
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 4
Palestra Capital Management LLC 4
Lehman & Derafelo Financial Resources LLC 4
Danda Trouve Investment Management, Inc. 4
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 4
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 4
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 4
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Real Estate Shares VCT Portfolio : Class I 4
Williams Jones & Associates LLC 4
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 4
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 4
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 4
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 4
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 4
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 4
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A 4
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF 4
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 4
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
Adirondack Trust Co 4
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 4
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 4
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 4
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 4
Kingswood Wealth Advisors, Llc 4
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 4
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF 4
Eagle Growth & Income Opportunities Fund 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 4
Nokomis Capital, L.L.C. 4
Parcion Private Wealth LLC 4
Veritas Asset Management LLP 4
Pax World Management Llc 4
Genus Capital Management Inc. 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
Genesee Valley Trust Co 4
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 4
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 4
Traub Capital Management LLC 4
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 4
SNS Financial Group, LLC 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 4
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 4
Golden Green, Inc. 4
Blackstone Real Estate Income Master Fund 4
Jet Capital Investors L P 4
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 4
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 4
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 4
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 4
Bolton Lp 4
BBVA USA Bancshares, Inc. 4
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 4
Supplemental Annuity Collective Trust of NJ 4
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 4
GURU - Global X Funds - Global X Guru Index ETF 4
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 4
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 4
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 4
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 4
Harrison Street Securities, LLC 4
Deseret Mutual Benefit Administrators 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
Mid Atlantic Financial Management Inc/adv 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund 4
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 4
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 4
Markston International Llc 4
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 4
Alpine Global Dynamic Dividend Fund 4
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 4
Putnam Voyager Fund 4
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 4
Vanguard National Trust Co 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 4
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 4
Capital Advisory Group Advisory Services, LLC 4
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 4
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 4
Hidden Lake Asset Management LP 4
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 4
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 4
Franklin Templeton ETF Trust - Franklin Income Focus ETF 4
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 4
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 4
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 4
Core Wealth Advisors, Inc. 4
Crescent Capital Consulting, LLC 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
Ally Financial Inc. 4
Marlowe Partners LP 4
Fiduciary Planning LLC 4
Widmann Financial Services, Inc. 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 4
Starwood Capital Group Management, L.L.C. 4
Crown Advisors Management, Inc. 4
Valley Brook Capital Group, Inc. 4
D.B. Root & Company, LLC 4
Watershed Asset Management, L.L.C. 4
Pin Oak Investment Advisors Inc 4
Invesco Dynamic Credit Opportunity Fund 4
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 4
Artal Group S.A. 4
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 4
Rheos Capital Works Inc. 4
Virtue Capital Management, LLC 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
Quest Investment Management Llc 4
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 4
Woodard & Co Asset Management Group Inc /adv 4
Snow Park Capital Partners, LP 4
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
Alta Fundamental Advisers LLC 4
Cavalier Investments, LLC 4
Vanguard Capital Wealth Advisors 4
CWM Advisors, LLC 4
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A 4
Eubel Brady & Suttman Asset Management Inc 4
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF 4
Broad Peak Investment Holdings Ltd. 4
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 4
Springowl Associates Llc 4
Gables Capital Management Inc. 4
Clear Street Llc 4
Granahan Investment Management Inc/ma 4
Blackhawk Capital Partners LLC. 4
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 4
Aft, Forsyth & Company, Inc. 4
Melqart Asset Management (uk) Ltd 4
Chesapeake Wealth Management 4
Nicola Wealth Management Ltd. 4
Sand Hill Global Advisors, LLC 4
180 Wealth Advisors, Llc 4
Tremblant Capital Group 4
Greenline Partners, LLC 4
Valinor Management, Llc 4
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 4
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 4
Prosperity Wealth Management, Inc. 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
Ford Financial Group, LLC 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
Strategic Wealth Designers 4
Locust Wood Capital Advisers, Llc 4
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 4
Lee Capital Holdings LLC 4
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 4
Roosevelt Investment Group Llc 4
Equitable Trust Co 4
Covalis Capital Llp 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
LDR Capital Management LLC 4
Night Squared LP 4
Miller Value Partners, Llc 4
Squar Milner Financial Services Llc 4
Trilogy Capital Inc. 4
Wealthstreet Investment Advisors, LLC 4
Campbell Capital Management Inc 4
Eschler Asset Management LLP 4
Taikang Asset Management (Hong Kong) Co Ltd 4
Northwest Capital Management Inc 4
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 4
Bwcp, Lp 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
Clarus Wealth Advisors 4
Monument Capital Management 4
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 4
Vectors Research Management, LLC 4
Hilltop Park Associates LLC 4
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 4
Redhawk Wealth Advisors, Inc. 4
Dreyfus Manager Funds I 4
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 4
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 3
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 3
First Affirmative Financial Network 3
Mystic Asset Management, Inc. 3
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 3
Bravera Wealth 3
Asio Capital, LLC 3
Hyperion Capital Advisors LP 3
Aris Wealth Services, Inc. 3
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A 3
American Independence Funds Trust 3
Horizon Funds - HORIZON EXPEDITION PLUS ETF 3
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
ASR Vermogensbeheer N.V. 3
MorganRosel Wealth Management, LLC 3
JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
Oppenheimer Equity Income Fund 3
MONECO Advisors, LLC 3
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 3
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 3
EPG Wealth Management LLC 3
H2o Am Llp 3
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 3
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 3
Matthew 25 Management Corp 3
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 3
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 3
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 3
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 3
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 3
Surevest, LLC 3
QTR Family Wealth, LLC 3
Invenomic Capital Management LP 3
Sassicaia Capital Advisers Llc 3
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 3
Summit Wealth Group, LLC 3
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 3
KG&L Capital Management,LLC 3
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 3
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 3
Eaton Vance Tax-managed Global Diversified Equity Income Fund 3
Kmg Fiduciary Partners, Llc 3
ATFV - Alger ETF Trust - Alger 35 ETF 3
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 3
Dfa Investment Trust Co - The U.s. Large Cap Value Series 3
Patriot Investment Management Inc. 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
Point Nemo Capital, LLC 3
Gq Asset Management, Llc 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
American Trust 3
Stone Ridge Trust Iii 3
Short Duration High Income Portfolio - Short Duration High Income Portfolio 3
Sentinel Group Funds Inc 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
Cliffwater Corporate Lending Fund 3
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 3
WT Asset Management Ltd 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 3
Bornite Capital Management LP 3
Legend Financial Advisors, Inc. 3
America First Investment Advisors, LLC 3
Bessemer Securities Llc 3
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 3
First Trust Senior Floating Rate 2022 Target Term Fund 3
Western Asset Investment Grade Defined Opportunity Trust Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class 3
Guggenheim Equal Weight Enhanced Equity Income Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 3
Deutsche High Income Trust 3
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 3
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 3
Deutsche Value Series, Inc 3
Corsair Opportunity Fund 3
Western Asset Global Partners Income Fund Inc. 3
Blackstone Holdings III L.P. 3
JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I 3
Alliancebernstein Income Fund Inc 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
Hsbc Portfolios 3
VIOPX - VALIC Co I - International Opportunities Fund 3
Principle Wealth Partners Llc 3
Walker Asset Management, LLC 3
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 3
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 3
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 3
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 3
MXXVX - Matthew 25 Fund - Matthew 25 Fund 3
Whitebox Mutual Funds 3
R.m.sincerbeaux Capital Management Llc 3
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 3
Emfo, Llc 3
Safeguard Financial, LLC 3
Hcim Trust 3
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 3
Db-x Exchange-traded Funds Inc. 3
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 3
Bach Investment Advisors Ltd 3
WealthTrust Asset Management, LLC 3
M Holdings Securities, Inc. 3
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 3
Dividend & Income Fund 3
Solidarilty Wealth, LLC 3
Cyrus J. Lawrence, LLC 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
Apollo Senior Floating Rate Fund Inc. 3
LGT Fund Management Co Ltd. 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
Blackrock Enhanced Global Dividend Trust 3
Blackrock Enhanced International Dividend Trust 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 3
Us Global Investors Funds 3
Fund Management at Engine No. 1 LLC 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
Angeles Wealth Management, Llc 3
CSM Advisors, LLC 3
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 3
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 3
Roundview Capital LLC 3
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A 3
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 3
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF 3
Tt International 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund 3
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 3
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 3
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 3
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
Western Asset Mortgage Defined Opportunity Fund Inc. 3
Redwood Capital Management, Llc 3
PIMCO Access Income Fund 3
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 3
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 3
Jnl Strategic Income Fund Llc 3
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 3
Saudi Central Bank 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 3
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 3
S&t Bank/pa 3
VSDIX - Investment Managers Series Trust - Securian AM Real Asset Income Fund Institutional Class Shares 3
Canvas Wealth Advisors, LLC 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 3
Park Square Financial Group, LLC 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 3
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 3
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 3
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
Fairfax Financial Holdings Ltd/ Can 3
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 3
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 3
Sentry Investments Corp. 3
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 3
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
Everhart Financial Group, Inc. 3
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF 3
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 3
Invesco Bldrs Index Funds Trust 3
Legacy Wealth Asset Management, LLC 3
Nuveen S&p 500 Buywrite Income Fund 3
Eaton Vance Enhanced Equity Income Fund Ii 3
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 3
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 3
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
Gabelli Go Anywhere Trust 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 3
Wildermuth Endowment Strategy Fund 3
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 3
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 3
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 3
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 3
Oppenheimer Integrity Funds 3
NGREX - Northern Funds - Northern Global Real Estate Index Fund 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Highland Capital Management Fund Advisors, L.p. 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
Nuveen Credit Opportunities 2022 Target Term Fund 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
NMIEX - Northern Funds - Active M International Equity Fund 3
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 3
NOCBX - Northern Funds - Northern Core Bond Fund 3
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 3
Birinyi Associates Inc 3
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 3
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 3
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 3
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 3
CapitalatWork S.A. 3
Condor Capital Management 3
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 3
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 3
Nuveen Preferred & Income Opportunities Fund 3
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 3
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 3
Amcap Fund 3
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 3
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 3
Eaton Vance Tax Advantaged Dividend Income Fund 3
HNASX - HOMESTEAD FUNDS INC - Growth Fund 3
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 3
Oppenheimer Developing Markets Fund 3
Global Assets Advisory, LLC 3
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF 3
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 3
Oppenheimer Limited-term Bond Fund 3
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 3
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 3
Polygon Management Ltd. 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
Luken Investment Analytics, LLC 3
Rainier Investment Management Mutual Funds 3
IFG Advisory, LLC 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
Firestone Capital Management 3
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 3
Gs Investments, Inc. 3
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 3
Garner Asset Management Corp 3
Cruiser Capital Advisors, Llc 3
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 3
Intercontinental Wealth Advisors, LLC 3
Delta Lloyd Asset Management N.v. 3
Geneva Partners, LLC 3
Mitsubishi UFJ Asset Management (UK) Ltd. 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
Drive Wealth Management, Llc 3
Tabor Asset Management, LP 3
Orange Capital, Llc 3
University Of Texas/texas Am Investment Managment Co 3
Safeguard Investment Advisory Group, LLC 3
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 3
Gilbert & Cook, Inc. 3
ANREX - American Century Capital Portfolios Inc - Nt Global Real Estate Fund Investor Class 3
Balboa Wealth Partners 3
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 3
Clear Perspective Advisors, LLC 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
Vivaldi Capital Management, LLC 3
ASB Consultores, LLC 3
Ridgewood Investments LLC 3
Catalyst Financial Partners Llc 3
Capital A Wealth Management, LLC 3
Israel Discount Bank Of New York /gfn 3
140 Summer Partners LP 3
Western Financial Corp/CA 3
PHH Investments, Ltd. 3
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 3
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 3
Buckingham Capital Management Inc 3
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 3
Shepherd Financial Partners LLC 3
Chapin Davis, Inc. 3
FourThought Financial Partners, LLC 3
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 3
XY Capital Ltd 3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 3
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 3
LeJeune Puetz Investment Counsel LLC 3
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 3
Argonautica Private Wealth Management, Inc 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
Fullerton Fund Management Co Ltd 3
White Square Capital Llp 3
XN Exponent Advisors LLC 3
CoreFirst Bank & Trust 3
Lee Capital Management LP 3
Insigneo Advisory Services, Llc 3
Covenant Asset Management, LLC 3
Sovereign Financial Group, Inc. 3
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 3
Beverly Hills Private Wealth, LLC 3
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
True Link Financial Advisors, LLC 3
Aspen Grove Capital, LLC 3
BRILLIANCE ASSET MANAGEMENT Ltd 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
Nwq Investment Management Company, Llc 3
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 3
Glenview Trust Co 3
Schneider Capital Management Corp 3
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 3
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 3
Wittenberg Investment Management, Inc. 3
Mcdonald Partners Llc 3
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 3
Financial Freedom, LLC 3
Grey Fox Wealth Advisors, LLC 3
Asset Planning Services, Ltd. 3
Collaborative Holdings Management LP 3
AustralianSuper Pty Ltd 3
Parnassus Investments /ca 3
New South Capital Management Inc 3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3
Freedom Wealth Alliance, Llc 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
Polar Capital Holdings Plc 3
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 3
Meeder Advisory Services, Inc. 3
Vanguard Specialized Funds 3
EIREX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Real Estate Fund Class I 3
D L Carlson Investment Group Inc 3
B&D White Capital Company, LLC 3
Strategic Capital Group LLC 3
Baupost Group Llc/ma 3
Berry Street Capital Management LLP 3
Wilmington Trust, National Association 3
Ariel Investments, Llc 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 3
AWH Capital, L.P. 3
Nuveen High Income 2023 Target Term Fund 3
Silverlake Wealth Management Llc 3
Fox Point Capital Management LLC 3
Clifford Swan Investment Counsel Llc 3
Nicholas Hoffman & Company, LLC. 3
Nuveen Fund Advisors, LLC 3
Cascade Investment Advisors, Inc. 3
Compass Financial Services Inc 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
Ruedi Wealth Management, Inc. 3
ALTTX - FS Series Trust - FS Global Macro Fund Class A 3
FundVantage Trust - Polen High Income ETF 3
Ag2r La Mondiale Gestion D'actifs 3
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 3
Banyan Partners, LLC 3
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 3
Cassia Capital Partners, LLC 3
Legg Mason Investment Counsel & Trust Co., N.A. 3
Kms Financial Services, Inc 3
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 3
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 3
Prostatis Group LLC 3
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 3
Punch & Associates Investment Management, Inc. 3
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 3
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund 3
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund 3
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 3
Annapolis Financial Services, LLC 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
Cary Street Partners Asset Management Llc 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 3
Hosking & Co Ltd 3
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund 3
Re Advisers Corp 3
Accretive Wealth Partners, LLC 3
Midwest Wealth Management Inc. 3
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 3
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF 3
Highmount Capital, LLC 3
Insight Advisors, LLC/ PA 3
Railway Pension Investments Ltd 3
Mitchell & Pahl Private Wealth, Llc 3
OneAscent Wealth Management LLC 3
NWK Group, Inc. 3
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 3
Cornerstone Financial Partners, LLC 3
Md Sass Investors Services Inc 3
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF 3
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 3
Stonehill Capital Management Llc 3
Philadelphia Trust Co 3
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 3
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 3
Texas Capital Bank Wealth Management Services Inc 3
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor 3
ICONIQ Capital, LLC 3
Kerrisdale Advisers, LLC 3
Authentikos Wealth Advisory, LLC 3
RWM Asset Management, LLC 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 3
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 3
Lebenthal Asset Management, LLC 3
Claren Road Asset Management, LLC 3
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 3
MIG Capital, LLC 3
Trillium Asset Management, Llc 3
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 3
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 3
DIP - ETF Series Solutions - BTD Capital Fund 3
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 3
Klingman & Associates, LLC 3
Advance Capital I Inc 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
Blue Ridge Capital, L.L.C. 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
ARS Investment Partners, LLC 3
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 3
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
Samson Rock Capital LLP 3
Canoe Financial LP 3
Nations Financial Group Inc, /ia/ /adv 3
Suffolk Capital Management Llc 3
Oakmont Corp 3
Kestrel Investment Management Corp 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 3
Nilsine Partners, LLC 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 3
Avalon Trust Co 3
Carleon Capital Partners LLC 3
Orbitronix, LP 3
LG Capital Management, LP 3
LPRE - Exchange Listed Funds Trust - Long Pond Real Estate Select ETF 3
Ratan Capital Management LP 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
Partner Investment Management, L.P. 3
SRS Investment Management, LLC 3
Simcoe Capital Management, LLC 3
Stableford Capital Ii Llc 3
Ulysses Management LLC 3
Ruggie Capital Group 3
Scholtz & Company, Llc 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class 3
Tybourne Capital Management (hk) Ltd 3
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 3
Atika Capital Management LLC 3
Empower Advisory Group, LLC 3
Oslo Pensjonsforsikring AS 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 3
Tiger Pacific Capital LP 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
Lumina Fund Management LLC 3
Piper Sandler & Co. 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 3
Villere St Denis J & Co Llc 3
ENDW - EA Series Trust - Cambria Endowment Style ETF 3
Oak Ridge Investments Llc 3
Scion Asset Management, LLC 3
McCarthy Asset Management, Inc. 3
Orbis Allan Gray Ltd 3
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 3
Sterling Ridge Capital Management LP 3
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 3
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 3
Scoria Capital Partners LP 3
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 3
Hitchwood Capital Management LP 3
Kingdom Financial Group LLC. 3
Crescent Capital Group LP 3
Mastrapasqua Asset Management Inc 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
Brenner West Capital Advisors, LLC 3
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 3
Wealthsource Partners, Llc 3
Beaconlight Capital, Llc 3
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 3
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 3
Union Bancaire Privee, UBP SA 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
Prevail Innovative Wealth Advisors, Llc 3
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 3
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 3
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 3
Donaldson Capital Management, Llc 3
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 3
American Money Management, LLC 3
Kinloch Capital, LLC 3
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A 3
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A 3
Sage Mountain Advisors LLC 3
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 3
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 3
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 3
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
Sound Point Capital Management, LP 3
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF 3
Crawford Investment Counsel Inc 3
Johnson Midwest Financial, LLC 3
Reflection Asset Management 3
Banque Transatlantique SA 3
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 3
Cooper Creek Partners Management Llc 3
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 3
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 3
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 3
Northstar Advisory Group, LLC 3
Delphi Management Inc /ma/ 3
Oak Harvest Investment Services 3
Iron Horse Wealth Management, LLC 3
Yg Partners, Llc 3
Seven Six Capital Management, LLC 3
Dominick & Dominick LLC 3
PFM Health Sciences, LP 3
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class 3
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 3
Phillip James Consulting Co. 3
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF 3
FDO Partners, LLC 3
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 3
Hillhouse Capital Management, Ltd. 3
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 3
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 3
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 3
CWH Capital Management, Inc. 3
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 3
Sheffield Asset Management, L.L.C. 3
Fiduciary Management Associates Llc 3
Guerra Advisors Inc 3
Raab & Moskowitz Asset Management LLC 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
Alpha Omega Wealth Management LLC 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
Armbruster Capital Management, Inc. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
Croft-leominster Inc 3
CMT Capital Markets Trading GmbH 3
V Wealth Advisors LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares 3
Geller Advisors LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 3
Syntax Research, Inc. 3
Price Michael F 3
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 3
Three Seasons Wealth, LLC 3
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 3
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 3
Silver Rock Financial LLC 3
PFS Partners, LLC 3
One River Asset Management, LLC 3
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 3
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 3
Rangeley Capital, LLC 3
Shannon River Fund Management LLC 3
EFG Asset Management (Americas) Corp. 3
Valentine Capital Asset Management, Inc. 3
Pecaut & Co. 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
Fernwood Investment Management, LLC 3
Marcum Wealth, LLC 3
Vision Capital Management, Inc. 3
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A 3
Volterra Technologies LP 3
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 3
Oak Associates Ltd /oh/ 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
QVT Financial LP 3
Acuity Investment Management Inc 3
Reyes Financial Architecture, Inc. 3
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 3
Lone Pine Capital Llc 3
Sandhill Capital Partners LLC 3
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 3
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares 3
MML Series Investment Fund II - MML Special Situations Fund Class II 3
Sterne Agee Group, Inc. 3
Bear Mountain Capital, Inc. 3
Archon Partners LLC 3
Blackrock Allocation Target Shares - Bats Series A 3
Sentinel Asset Management, Inc. 3
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 3
Kaufman Rossin Wealth, LLC 3
Horizon Financial Services, Llc 3
Brookfield Public Securities Group LLC 3
PCJ Investment Counsel Ltd. 3
Sorin Capital Management LLC 3
Cannell Capital Llc 3
Principal Diversified Select Real Asset Fund 3
Fenimore Asset Management Inc 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
Searle & Co. 3
Corbyn Investment Management Inc/md 3
AI-Squared Management Ltd 3
Founders Financial Securities Llc 3
Berkshire Asset Management Llc/pa 3
Gerry Farber, LLC 3
Ironsides Asset Advisors, LLC 3
PM CAPITAL Ltd 3
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 3
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 3
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 3
Pennsylvania Trust Co 3
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 3
TB Alternative Assets Ltd. 3
Winthrop Capital Management, LLC 3
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
Fagan Associates, Inc. 3
Mid Continent Capital Llc/il 3
Holloway Wealth Management, LLC 3
Amica Pension Fund Board Of Trustees 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 3
Ckw Financial Group 3
Portfolio Design Labs, LLC 3
JBF Capital, Inc. 3
ADAPT Investment Managers SA 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 3
Wiser Advisor Group LLC 3
Pyrrho Capital Management, LP 3
Horan Capital Advisors, LLC. 3
Richardson Capital Management LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 3
Northeast Financial Consultants Inc 3
Verity & Verity, LLC 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
MRESX - AMG Funds I - AMG Managers CenterSquare Real Estate Fund Class N 3
Greenwich Wealth Management LLC 3
Modern Wealth Management, LLC 3
Stratton Management Co 3
Financial Network Wealth Advisors LLC 3
Eagle Capital Management Llc 3
American National Insurance Co /tx/ 3
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 3
Trust Investment Advisors 3
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 3
American National Registered Investment Advisor, Inc. 3
Global Endowment Management, LP 3
Systematic Portfolios LLC 3
Clark Estates Inc/ny 3
Foster Dykema Cabot & Partners, Llc 3
RFG Advisory, LLC 3
Axonic Funds - Axonic Strategic Income Fund Class A Shares 3
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 3
Okabena Investment Services Inc 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 3
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 3
CTC Alternative Strategies, Ltd. 3
Vantage Investment Partners, LLC 3
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 3
AlTi Global, Inc. 3
Sylebra Capital Ltd 3
Third Avenue Management Llc 3
GETCO Holding Company, LLC 3
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares 3
Penseco Financial Services Corp 3
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 3
Optimist Retirement Group LLC 3
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 3
CIM Real Assets & Credit Fund 3
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
United Advisor Group, LLC 3
Think Investments LP 3
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 3
Boston Common Asset Management, LLC 3
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 3
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 3
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
Sunpointe, LLC 3
Proathlete Wealth Management Llc 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
Mawer Investment Management Ltd. 3
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 3
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 3
Texas Capital Bancshares Inc/tx 3
First National Bank of Mount Dora, Trust Investment Services 3
Leith Wheeler Investment Counsel Ltd. 3
Daiwa SB Investments Ltd. 3
Community Trust & Investment Co 3
FINE - Themes ETF Trust - Themes European Luxury ETF 3
Financial Engines Advisors L.L.C. 3
Deane Retirement Strategies, Inc. 3
PENN SERIES FUNDS INC - Developed International Index Fund 3
Gierl Augustine Investment Management Inc 3
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 3
ODHY - Spinnaker ETF Series - Obra Defensive High Yield ETF 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
Cullinan Associates Inc 3
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
Grassi Investment Management 3
MASTERINVEST Kapitalanlage GmbH 3
Kensico Capital Management Corp 3
Leo Wealth, LLC 3
waypoint wealth counsel 3
Westend Partners Lp 3
Fairman Group, LLC 3
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 3
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 3
IMS Capital Management 3
Franklin Street Advisors Inc /nc 3
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 3
WealthCollab, LLC 3
Caldwell Trust Co 3
Two Roads Shared Trust - Anfield Enhanced Market ETF 3
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 3
Abner Herrman & Brock Llc 3
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 3
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 3
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 3
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 3
Orrstown Financial Services Inc 3
Triad Wealth Partners, LLC 3
Waverton Investment Management Ltd 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Hedged Advantage ETF 3
Round Table Services, LLC 3
Basepoint Wealth LLC 3
Prudent Man Advisors, LLC 3
Whitnell & Co. 3
Triangle Securities Wealth Management 3
Rice Hall James & Associates, Llc 3
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 3
Catalina Capital Group, LLC 3
Riverpark Capital Management Llc 3
Cordasco Financial Network 3
Diversify Advisory Services, LLC 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 3
Jolley Asset Management, LLC 3
RiverPark Advisors, LLC 3
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
RBB FUND, INC. - Aquarius International Fund 3
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 3
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 3
Fpc Investment Advisory, Inc. 3
Strive Financial Group ,LLC 3
Winslow Capital Management, LLC 3
Wealth Enhancement Trust Services, Inc. 3
Sienna Gestion 3
Anchyra Partners Llc 3
Shamrock Asset Management LLC 3
Annex Advisory Services, LLC 3
Nippon Life Insurance Co 3
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 3
JARIX - SARATOGA ADVANTAGE TRUST - James Alpha Global Real Estate Investments Portfolio Class I Shares 3
Zwj Investment Counsel Inc 3
Gofen & Glossberg Llc /il/ 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 3
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 3
Watts Gwilliam & Co., LLC 3
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
McKinley Carter Wealth Services, Inc. 3
Financial Sense Advisors, Inc. 3
Northern Capital Management Llc 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
Vista Investment Partners Llc 3
Adams Wealth Management 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 3
Sugar Maple Asset Management, LLC 3
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 3
Wingate Wealth Advisors, Inc. 3
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 3
Midas Management Corp 3
Investment Counsel Co Of Nevada 3
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
AB CarVal Credit Opportunities Fund 3
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 3
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 3
Solaris Asset Management Llc 3
Investors Portfolio Services LLC 3
Allen Investment Management LLC 3
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 3
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF 3
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 3
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 3
Boardman Bay Capital Management Llc 3
Sawgrass Asset Management Llc 3
BancorpSouth Inc 3
Rr Partners Lp 3
Overbrook Management Corp 3
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 3
Jd Capital Management Llc 3
Nicolet Bankshares Inc 3
Causeway Capital Management Llc 3
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class 3
Crawford Fund Management, LLC 3
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund 3
Eagle Global Advisors Llc 3
Broad Peak Investment Advisers Pte Ltd 3
Wunderlich Capital Managemnt 3
Sagespring Wealth Partners, Llc 3
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 3
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
Semmax Financial Advisors Inc. 3
FJ Capital Management LLC 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
Carl Domino Inc 3
Wbh Advisory Inc 3
Princeton Capital Management Llc 3
Magee Thomson Investment Partners Llc 3
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 3
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 3
Fairscale Capital, LLC 3
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 3
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 3
Palladiem, Llc 3
Segment Wealth Management, LLC 3
Grimes & Company, Inc. 3
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 3
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 3
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 3
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 3
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 3
Meritage Portfolio Management 3
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 3
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 3
Pinebridge Investments Llc 3
Lafitte Capital, LLC 3
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 3
Brown Financial Advisors 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
Lakewood Capital Management, Lp 3
Camelot Portfolios, LLC 3
Community Financial Services Group, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 3
Gateway Advisory, LLC 3
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 3
AT Bancorp 3
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 3
SmartHarvest Portfolios, LLC 3
Montecito Bank & Trust 3
Confluence Investment Management Llc 3
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 3
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
Windward Capital Management Co /ca 3
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 3
Mercer Capital Advisers, Inc. 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 3
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 3
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 3
Aviance Capital Partners, LLC 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
TopTier Wealth Management, LLC 3
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 3
Alta Advisers Ltd 3
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 3
First Dallas Securities Inc. 3
Rowland Carmichael Advisors Inc /adv 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 3
Wilkerson Advisory Group LLC 3
High Point Bank & Trust Co 3
Acumen Wealth Advisors, LLC 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
Comgest Global Investors S.a.s. 3
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 3
Diligent Investors, LLC 3
Pitcairn Wealth Advisors LLC 3
Hl Financial Services Llc 3
Legacy Investment Solutions, LLC 3
Sand Grove Capital Management LLP 3
PICTET BANK & TRUST Ltd 3
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 3
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 3
Waterfall Asset Management, LLC 3
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 3
Uniplan Investment Counsel, Inc. 3
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 3
NIXT - EA Series Trust - Research Affiliates Deletions ETF 3
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
Tiaa Cref Trust Co Fsb/mo 3
Waterloo Capital, L.P. 3
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 3
Narwhal Capital Management 3
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 3
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 3
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 3
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 3
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 3
Hermes Investment Management Ltd 3
300 North Capital, Llc 3
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
Carnick & Kubik, LLC 3
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 3
Align Financial, LLC 3
1776 Wealth LLC 3
Telos Capital Management, Inc. 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 3
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 3
Asset Management Corp /il/ /adv 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 3
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 3
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 3
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class 3
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 3
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 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
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 3
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 3
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 3
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
VCIEX - VALIC Co I - International Equities Index Fund 3
Graney & King, LLC 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
SOL Capital Management CO 3
Texas Yale Capital Corp. 3
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 3
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
Pillar Pacific Capital Management Llc 3
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 3
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 3
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 3
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 3
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
Birch Grove Capital LP 3
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 3
Beck Mack & Oliver Llc 3
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 3
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A 3
Lotus Technology Management, LP 3
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund 3
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF 3
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
Elevated Capital Advisors, LLC 3
Financial Life Planners 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 3
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 3
First United Bank Trust/ 3
VSM Wealth Advisory, LLC 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio 3
UYG - PROSHARES TRUST - ProShares Ultra Financials 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
URE - PROSHARES TRUST - ProShares Ultra Real Estate 3
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 3
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 3
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 3
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 3
KRMA - Global X Funds - Global X Conscious Companies ETF 3
Patten & Patten Inc/tn 3
Blue Harbour Group, L.P. 3
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF 3
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 3
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 3
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 3
IREAX - IVY FUNDS - Ivy LaSalle Global Real Estate Fund Class A 3
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 3
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 3
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 3
VARCOV Co. 3
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 3
Lebenthal Holdings,LLC 3
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 3
BTC Capital Management, Inc. 3
Newport Asia LLC 3
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 3
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 3
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 3
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 3
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 3
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 3
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 3
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 3
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 3
Global Thematic Partners, LLC 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
Hager Investment Management Services, Llc 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 3
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 3
55i, Llc 3
Bbr Partners, Llc 3
Stonebridge Financial Planning Group, LLC 3
BERIX - Chartwell Funds - Berwyn Income Fund 3
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 3
Lee Danner & Bass Inc 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 3
MFCPX - M FUND INC - M Capital Appreciation Fund 3
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 3
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 3
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 3
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 3
Walled Lake Planning & Wealth Management, Llc 3
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 3
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 3
Investment Counselors Of Maryland Llc 3
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 3
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 3
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 3
Apella Capital, LLC 3
Triton Wealth Management, PLLC 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
Davis Capital Management 3
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
Cranbrook Wealth Management, LLC 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 3
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 3
Pettee Investors, Inc. 3
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class 3
SGPIX - Profunds - Small-cap Growth Profund Investor Class 3
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 3
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 3
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 3
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 3
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 3
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 3
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 3
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
Ipswich Investment Management Co., Inc. 3
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 3
LREOX - LAZARD FUNDS INC - Lazard US Realty Equity Portfolio Open Shares 3
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 3
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 3
Graypoint LLC 3
Capital Square, LLC 3
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
Gilman Hill Asset Management, LLC 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
HSBC FUNDS - HSBC Strategic Income Fund Class A 3
Professional Financial Advisors, LLC 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund 3
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 3
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 3
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares 3
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund 3
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 3
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund 3
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1 3
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 3
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 3
TCELX - T. Rowe Price International Funds, Inc. - T. Rowe Price China Evolution Equity Fund 3
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 3
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 3
Profunds - Profund Vp Small-cap Growth 3
Profunds - Profund Vp Financials 3
Profunds - Profund Vp Real Estate 3
Linscomb & Williams, Inc. 3
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
Maryland Capital Management 3
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 3
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 3
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 3
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF 3
Sowa Financial Group, Inc. 3
Capital Management Corp /va 3
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 3
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
Islay Capital Management, Llc 3
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 3
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 3
Engrave Wealth Partners LLC 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 3
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 3
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 3
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 3
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 3
DAINX - Dunham Funds - Dunham International Stock Fund Class A 3
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 3
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 3
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 3
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 3
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF 3
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 3
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 3
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares 3
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional 3
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 3
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 3
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares 3
Egerton Capital (UK) LLP 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
Madison Wealth Management 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 3
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 3
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
Fusion Capital, LLC 3
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 3
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 3
Headwater Capital Co Ltd 3
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 3
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
Altegris Advisors, L.l.c. 3
New Jersey Better Educational Savings Trust 3
SCIU - Global X Funds - Global X Scientific Beta US ETF 3
Lionsbridge Wealth Management LLC 3
Blue Grotto Capital, LLC 3
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund 3
VSR Financial Services, Inc. 3
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund 3
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 3
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF 3
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 3
Genesis Private Wealth, Llc 3
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 3
Tower Bridge Advisors 3
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 3
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 3
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
Ballast Advisors Llc 3
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 3
REET - iSHARES TRUST - iShares Global REIT ETF 3
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 3
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 3
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 3
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
Keebeck Wealth Management, LLC 3
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 3
Soundwatch Capital LLC 3
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
IYF - iSHARES TRUST - iShares U.S. Financials ETF 3
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 3
Visionary Wealth Advisors 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 3
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 3
Benchmark Capital Advisors 3
Rossmore Private Capital 3
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF 3
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 3
CastleArk Alternatives, LLC 3
Zenyatta Capital Management LP 3
Compass Planning Associates Inc 3
Private Capital Advisors, Inc. 3
KADENSA CAPITAL Ltd 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
Fore Capital, LLC 3
Cooper Investors Pty Ltd 3
Advyzon Investment Management, LLC 3
Capital Markets Trading UK LLP 3
SWS Partners 3
Sandy Cove Advisors, LLC 3
Highview Capital Management LLC/DE/ 3
Pinnacle Private Wealth, LLC 3
Hedges Asset Management LLC 3
Premia Global Advisors, Llc 3
Deer Park Road Corp 3
Atlanta Capital Management Co L L C 3
Tikehau Investment Management 3
PDS Planning, Inc 3
Silverleafe Capital Partners, LLC 3
Cynosure Advisors, Llc 3
Alphasimplex Group, Llc 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
Morton Brown Family Wealth, LLC 3
Cyrus Capital Partners, L.p. 3
Stansberry Asset Management, Llc 3
O'Dell Group, LLC 3
Sona Asset Management (us) Llc 3
Value Partners Ltd /adv 3
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 3
Uncommon Cents Investing LLC 3
Taylor Hoffman Wealth Management 3
Cozad Asset Management Inc 3
Capitolis Liquid Global Markets Llc 3
Holistic Financial Partners 3
Taika Capital, LP 3
Davidson Kempner Partners 3
Keeler THomas Management LLC 3
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 3
OPTIMAS CAPITAL Ltd 3
Aries Wealth Management 3
AIA Investment Management Private Ltd 3
Kenfarb & Co. 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 3
Henry James International Management Inc. 3
Sagefield Capital LP 3
Resources Management Corp /ct/ /adv 3
Tarsadia Capital, LLC 3
Winton Series Trust 3
Fure Financial Corp 3
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 3
Herbst Group, Llc 3
Fifth Lane Capital, Lp 3
Capricorn Fund Managers Ltd 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
Thrivent Core Funds - Thrivent Core International Equity Fund 3
Mass Ave Global Inc. 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
Flight Deck Capital, LP 3
Divisadero Street Capital Management, LP 3
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 3
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 3
Vision Capital Corp 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 3
GFFIX - Gator Series Trust - Gator Financial Fund 3
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 3
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 3
One68 Global Capital, LLC 3
Triad Investment Management 3
Mazama Capital Management Inc 3
New England Asset Management Inc 3
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
Hampton Road Capital Management LP 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
Ativo Capital Management LLC 3
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 3
Sargent Investment Group, LLC 3
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 3
Capital Group Private Client Services, Inc. 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 3
Mizuho Securities Co. Ltd. 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
NTHEX - Northeast Investors Trust - Northeast Investors Trust 3
Ascent Wealth Partners, LLC 3
Gladstone Institutional Advisory LLC 3
Private Portfolio Partners Llc 3
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 3
Strategic Asset Management, LLC 3
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 3
Zullo Investment Group, Inc. 3
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 3
Little House Capital Llc 3
Thoroughbred Financial Services, Llc 3
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 3
Total Income (plus) Real Estate Fund 3
MRCap LP 3
Carroll Investors, Inc 3
Rather & Kittrell, Inc. 3
Century Capital Management Trust 3
Rokos Capital Management LLP 3