Investment Advice - 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
Morgan Stanley 96
Proequities, Inc. 91
UBS Group AG 89
Bank Of America Corp /de/ 88
Royal Bank Of Canada 87
Citadel Advisors Llc 86
Jpmorgan Chase & Co 85
Tower Research Capital LLC (TRC) 85
BlackRock, Inc. 84
Susquehanna International Group, Llp 84
Millennium Management Llc 83
Wells Fargo & Company/mn 82
Vanguard Group Inc 81
Barclays Plc 80
Goldman Sachs Group Inc 80
Deutsche Bank Ag\ 79
Jane Street Group, Llc 79
Citigroup Inc 77
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 74
Northern Trust Corp 72
Fmr Llc 72
State Street Corp 71
Ameriprise Financial Inc 71
Invesco Ltd. 70
Bank Of Montreal /can/ 70
Pnc Financial Services Group, Inc. 70
Geode Capital Management, Llc 70
Manufacturers Life Insurance Company, The 69
Advisor Group Holdings, Inc. 69
Marshall Wace, Llp 68
Bnp Paribas Arbitrage, Sa 68
Simplex Trading, Llc 67
Renaissance Technologies Llc 66
Bank of New York Mellon Corp 66
Credit Suisse Ag/ 66
Hrt Financial Lp 65
Alliancebernstein L.p. 64
American International Group, Inc. 64
Sei Investments Co 63
Group One Trading, L.p. 63
Russell Investments Group, Ltd. 62
Two Sigma Investments, Lp 62
D. E. Shaw & Co., Inc. 62
Legal & General Group Plc 62
Rhumbline Advisers 62
Us Bancorp \de\ 62
IFP Advisors, Inc 62
Panagora Asset Management Inc 62
New York State Common Retirement Fund 61
Victory Capital Management Inc 61
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 61
Prelude Capital Management, Llc 61
California State Teachers Retirement System 60
Wolverine Trading, Llc 60
SG Americas Securities, LLC 60
Virtu Financial LLC 60
Northwestern Mutual Wealth Management Co 60
Creative Planning 60
Walleye Trading LLC 59
Charles Schwab Investment Management Inc 59
Royce & Associates Lp 59
Squarepoint Ops LLC 59
Gsa Capital Partners Llp 58
LPL Financial LLC 58
Arrowstreet Capital, Limited Partnership 58
Advisory Services Network, LLC 58
Acadian Asset Management Llc 58
Parallax Volatility Advisers, L.P. 57
Strs Ohio 57
Envestnet Asset Management Inc 57
Fifth Third Bancorp 57
American Century Companies Inc 57
Dimensional Fund Advisors Lp 56
Voya Investment Management Llc 56
Balyasny Asset Management Llc 56
Steward Partners Investment Advisory, Llc 56
Wellington Management Group Llp 56
California Public Employees Retirement System 56
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 55
Two Sigma Advisers, Lp 55
Sterling Capital Management LLC 55
Guggenheim Capital Llc 55
Verition Fund Management LLC 55
Ubs Asset Management Americas Inc 55
Allworth Financial LP 54
Cwm, Llc 54
Captrust Financial Advisors 54
Aqr Capital Management Llc 54
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 54
Bessemer Group Inc 54
Price T Rowe Associates Inc /md/ 54
Cubist Systematic Strategies, LLC 54
Paloma Partners Management Co 54
Hsbc Holdings Plc 54
Stifel Financial Corp 54
Franklin Resources Inc 54
Prudential Financial Inc 53
Allianz Asset Management GmbH 53
Macquarie Group Ltd 53
Ameritas Investment Partners, Inc. 53
Walleye Capital LLC 53
Tudor Investment Corp Et Al 53
First Trust Advisors Lp 52
Norges Bank 52
Neuberger Berman Group LLC 52
Raymond James & Associates 52
Advisor Group, Inc. 52
Federated Hermes, Inc. 52
Quantbot Technologies LP 52
Nomura Holdings Inc 52
Lazard Asset Management Llc 51
Nuveen Asset Management, LLC 51
Ancora Advisors, LLC 51
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 51
Parametric Portfolio Associates Llc 51
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 51
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 50
Alberta Investment Management Corp 50
Great West Life Assurance Co /can/ 50
Janus Henderson Group Plc 50
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 50
Healthcare Of Ontario Pension Plan Trust Fund 50
O'shaughnessy Asset Management, Llc 50
Comerica Bank 50
Vanguard Capital Management Llc 50
Trexquant Investment LP 50
Ladenburg Thalmann Financial Services Inc 50
Amalgamated Bank 50
Schonfeld Strategic Advisors LLC 49
Quadrature Capital Ltd 49
Principal Financial Group Inc 49
Engineers Gate Manager LP 49
Hillsdale Investment Management Inc. 49
Marshall Wace North America L.P. 49
Magnetar Financial LLC 49
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 49
State Of Wisconsin Investment Board 48
Dynamic Technology Lab Private Ltd 48
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 48
Quadrant Capital Group Llc 48
Cutler Group LP 48
ProShare Advisors LLC 48
Nisa Investment Advisors, Llc 48
Penserra Capital Management LLC 48
Los Angeles Capital Management Llc 48
Parallel Advisors, LLC 48
Oxford Asset Management Llp 48
State Board Of Administration Of Florida Retirement System 48
Point72 Asset Management, L.P. 48
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 48
Teacher Retirement System Of Texas 47
Thrivent Financial For Lutherans 47
Two Sigma Securities, Llc 47
Tiaa Cref Investment Management Llc 47
Rockefeller Capital Management L.P. 47
Blair William & Co/il 47
PEAK6 Investments LLC 47
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 47
CIBC Private Wealth Group, LLC 47
Zurcher Kantonalbank (Zurich Cantonalbank) 47
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 47
Public Employees Retirement System Of Ohio 47
Connor, Clark & Lunn Investment Management Ltd. 47
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 46
Huntington National Bank 46
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 46
TCI Wealth Advisors, Inc. 46
Glenmede Trust Co Na 46
OMERS ADMINISTRATION Corp 46
Metropolitan Life Insurance Co/ny 46
MetLife Investment Management, LLC 46
EverSource Wealth Advisors, LLC 46
ExodusPoint Capital Management, LP 46
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 46
Qube Research & Technologies Ltd 46
Farther Finance Advisors, LLC 46
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 46
XTX Topco Ltd 46
Janney Montgomery Scott LLC 46
First Horizon Advisors, Inc. 45
Boothbay Fund Management, Llc 45
Ubs Ag 45
Signaturefd, Llc 45
Allspring Global Investments Holdings, LLC 45
Canada Pension Plan Investment Board 45
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 45
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 45
Teachers Advisors, Llc 45
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 45
Covestor Ltd 44
Raymond James Financial Services Advisors, Inc. 44
Assetmark, Inc 44
PDT Partners, LLC 44
Raymond James Financial Inc 44
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 44
GAMMA Investing LLC 44
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 44
IWV - iSHARES TRUST - iShares Russell 3000 ETF 44
BlackRock Fund Advisors 44
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 44
BlackRock Investment Management, LLC 43
Centiva Capital, LP 43
Jefferies Group LLC 43
Mackenzie Financial Corp 43
MAI Capital Management 43
Clearbridge Investments, LLC 43
Jump Financial, LLC 43
Massmutual Trust Co Fsb/adv 43
Kcg Holdings, Inc. 43
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 43
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 43
HighTower Advisors, LLC 43
SRS Capital Advisors, Inc. 43
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 43
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 43
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 43
Meeder Asset Management Inc 43
Wolverine Asset Management Llc 43
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 43
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 43
Mirae Asset Global Investments Co., Ltd. 42
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 42
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 42
Acrospire Investment Management LLC 42
Cambridge Investment Research Advisors, Inc. 42
BlackRock Institutional Trust Company, N.A. 42
BlueCrest Capital Management Ltd 42
BlackRock Advisors LLC 42
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 42
Putnam Investments Llc 42
Principal Funds Inc 42
Dupont Capital Management Corp 41
Weiss Asset Management LP 41
New York State Teachers Retirement System 41
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 41
GWM Advisors LLC 41
Nationwide Fund Advisors 41
Global Retirement Partners, LLC 41
Swiss National Bank 41
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 41
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 41
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 41
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 41
Credit Agricole S A 41
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 41
Fox Run Management, L.l.c. 41
Larson Financial Group LLC 41
Point72 Hong Kong Ltd 40
Quarry LP 40
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 40
National Bank Of Canada /fi/ 40
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 40
Rothschild Investment Llc 40
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 40
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 40
College Retirement Equities Fund 40
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 40
Lord, Abbett & Co. Llc 40
Truist Financial Corp 40
Skandinaviska Enskilda Banken AB (publ) 40
State of Wyoming 40
Stratos Wealth Partners, LTD. 40
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 40
Vanguard Portfolio Management Llc 40
Vanguard Fiduciary Trust Co 40
Schroder Investment Management Group 40
Jones Financial Companies Lllp 40
Versant Capital Management, Inc 40
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 40
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 40
Lindbrook Capital, Llc 40
Susquehanna Fundamental Investments, Llc 40
Commonwealth Equity Services, Llc 40
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 40
Nuveen, LLC 39
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 39
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 39
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 39
Russell Frank Co/ 39
Gabelli Funds Llc 39
NEXT Financial Group, Inc 39
Alps Advisors Inc 39
Alyeska Investment Group, L.P. 39
Man Group plc 39
True Wealth Design, LLC 39
Whittier Trust Co 39
Mercer Global Advisors Inc /adv 39
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 39
NOSGX - Northern Funds - Northern Small Cap Value Fund 39
FNY Investment Advisers, LLC 39
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 39
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 39
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 39
Parkside Financial Bank & Trust 39
AdvisorNet Financial, Inc 39
State of Tennessee, Treasury Department 39
Winton Capital Group Ltd 39
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 38
Police & Firemen's Retirement System of New Jersey 38
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 38
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 38
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 38
Campbell & CO Investment Adviser LLC 38
Arizona State Retirement System 38
PEAK6 Investments, L.P. 38
Geneos Wealth Management Inc. 38
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 38
Vanguard Global Advisers, LLC 38
Benjamin F. Edwards & Company, Inc. 38
Aquatic Capital Management LLC 38
Hartland & Co., LLC 38
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 38
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 38
Aigen Investment Management, Lp 38
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 38
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 38
Mariner, LLC 38
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 38
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 38
Ergoteles LLC 38
Loomis Sayles & Co L P 38
Hudson Bay Capital Management LP 38
Aperio Group, LLC 37
Cerity Partners LLC 37
Capital Fund Management S.a. 37
Brown Brothers Harriman & Co 37
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 37
First Republic Investment Management, Inc. 37
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 37
Eaton Vance Management 37
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 37
Alpine Global Management, LLC 37
Css Llc/il 37
Ronald Blue Trust, Inc. 37
Toronto Dominion Bank 37
MetLife Securities, Inc 37
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 37
Gamco Investors, Inc. Et Al 37
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 37
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 37
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 37
Voloridge Investment Management, Llc 37
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 37
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 37
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 37
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 37
Public Employees Retirement Association Of Colorado 37
KBC Group NV 37
State of Alaska, Department of Revenue 37
PineBridge Investments, L.P. 37
State of New Jersey Common Pension Fund D 37
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 36
M&t Bank Corp 36
BlackRock Group LTD 36
Robeco Institutional Asset Management B.V. 36
Proficio Capital Partners LLC 36
Boston Partners 36
Essential Partners LLC 36
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 36
Landscape Capital Management, L.l.c. 36
First Manhattan Co 36
Axa S.a. 36
Ci Investments Inc. 36
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 36
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 36
FIL Ltd 36
Skopos Labs, Inc. 36
National Asset Management, Inc. 36
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 36
Algert Global Llc 36
BNP Paribas Asset Management Holding S.A. 36
Asset Management One Co., Ltd. 36
Coldstream Capital Management Inc 36
Laurion Capital Management LP 36
Yorktown Management & Research Co Inc 36
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 36
NumerixS Investment Technologies Inc 36
Tiaa-cref Funds 36
Oppenheimer & Co Inc 36
LMR Partners LLP 36
Cetera Investment Advisers 36
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 36
Corebridge Financial, Inc. 36
Td Asset Management Inc 36
Y-Intercept (Hong Kong) Ltd 36
Clear Street Markets Llc 36
Highbridge Capital Management Llc 35
Quantinno Capital Management LP 35
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 35
Brown Advisory Inc 35
Glassman Wealth Services 35
Jennison Associates Llc 35
Philadelphia Financial Management of San Francisco, LLC 35
Nbc Securities, Inc. 35
Holocene Advisors, LP 35
Dark Forest Capital Management Lp 35
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 35
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 35
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 35
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 35
Smartleaf Asset Management LLC 35
Howe & Rusling Inc 35
Vanguard Index Funds 35
CENTRAL TRUST Co 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 35
Private Advisor Group, LLC 35
Wealthspire Advisors, L.P. 35
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 35
VDAFX - VALIC Co I - Dynamic Allocation Fund 35
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 35
Point72 (DIFC) Ltd 35
Calamos Advisors LLC 35
Capstone Investment Advisors, Llc 35
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 35
Root Financial Partners, LLC 35
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 35
SJS Investment Consulting Inc. 35
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 35
Public Sector Pension Investment Board 35
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 35
Federation des caisses Desjardins du Quebec 35
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 35
Natixis 35
Creative Financial Designs Inc /adv 35
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 35
Exchange Traded Concepts, Llc 35
Pinnacle Wealth Planning Services, Inc. 35
Mutual Of America Capital Management Llc 35
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 35
Umb Bank N A/mo 35
Graham Capital Management, L.P. 35
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 35
Optiver Holding B.V. 34
Axq Capital, Lp 34
Advisors Asset Management, Inc. 34
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 34
Adage Capital Partners Gp, L.l.c. 34
Globeflex Capital L P 34
Cetera Advisor Networks LLC 34
AMP Capital Investors Ltd 34
Occudo Quantitative Strategies Lp 34
American Portfolios Advisors 34
Mml Investors Services, Llc 34
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 34
Private Trust Co Na 34
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 34
A.R.T. Advisors, LLC 34
CIBC Asset Management Inc 34
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 34
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 34
Valeo Financial Advisors, LLC 34
Van Eck Associates Corp 34
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 34
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 34
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 34
Intech Investment Management Llc 34
Whittier Trust Co Of Nevada Inc 34
MUFG Americas Holdings Corp 34
Sunbelt Securities, Inc. 34
EntryPoint Capital, LLC 34
Harbour Investments, Inc. 34
Bayesian Capital Management, LP 34
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 34
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 34
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 34
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 34
Jfs Wealth Advisors, Llc 34
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 34
Picton Mahoney Asset Management 34
Vantagepoint Funds 34
Cullen/frost Bankers, Inc. 34
Nomura Asset Management Co Ltd 34
Wealth Enhancement Advisory Services, Llc 34
Virginia Retirement Systems Et Al 34
FORA Capital, LLC 34
Principal Securities, Inc. 34
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 34
Aviva Plc 33
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 33
Hbk Investments L P 33
APG Asset Management N.V. 33
Stephens Inc /ar/ 33
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 33
Assenagon Asset Management S.A. 33
Brevan Howard Capital Management LP 33
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 33
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 33
Baird Financial Group, Inc. 33
Atria Investments Llc 33
Martingale Asset Management L P 33
Aster Capital Management (DIFC) Ltd 33
Quest Partners LLC 33
DekaBank Deutsche Girozentrale 33
Quantitative Systematic Strategies LLC 33
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 33
SBI Securities Co., Ltd. 33
Grantham, Mayo, Van Otterloo & Co. LLC 33
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 33
Ensign Peak Advisors, Inc 33
Bridgeway Capital Management Inc 33
Vestcor Inc 33
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 33
Teachers Retirement System Of The State Of Kentucky 33
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 33
Amalgamated Financial Corp. 33
Caitong International Asset Management Co., Ltd 33
D.a. Davidson & Co. 33
CI Private Wealth, LLC 33
Zacks Investment Management 33
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 33
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 32
Maven Securities LTD 32
Blueshift Asset Management, LLC 32
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 32
Oppenheimer Asset Management Inc. 32
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 32
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 32
Ground Swell Capital, LLC 32
Farmers & Merchants Investments Inc 32
QS Investors, LLC 32
Belpointe Asset Management LLC 32
Entropy Technologies, LP 32
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 32
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 32
Cresset Asset Management, LLC 32
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 32
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 32
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 32
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 32
Gradient Investments LLC 32
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 32
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 32
Tfs Capital Investment Trust 32
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 32
Amundi 32
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 32
Bell Investment Advisors, Inc 32
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 32
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 32
Chicago Partners Investment Group LLC 32
Regions Financial Corp 32
Manchester Capital Management LLC 32
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 32
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 32
Nebula Research & Development LLC 31
Spire Wealth Management 31
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 31
Jefferies Financial Group Inc. 31
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 31
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 31
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 31
Ellevest, Inc. 31
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 31
Toroso Investments, LLC 31
Boston Private Wealth Llc 31
Vanguard Investments Australia, Ltd. 31
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 31
Handelsbanken Fonder AB 31
Amundi Pioneer Asset Management Inc 31
VANGUARD ASSET MANAGEMENT, Ltd 31
Clinton Group Inc 31
Nordea Investment Management Ab 31
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 31
First Mercantile Trust Co 31
Baker Avenue Asset Management, LP 31
Pictet Asset Management Holding SA 31
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 31
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 31
Cibc World Markets Corp 31
We Are One Seven, LLC 31
Klp Kapitalforvaltning As 31
North Star Investment Management Corp. 31
Swiss Life Asset Management Ltd 31
Maltese Capital Management Llc 31
Natixis Advisors, L.p. 31
United Services Automobile Association 31
Denali Advisors Llc 31
Keating Financial Advisory Services, Inc. 31
Sonora Investment Management, LLC 31
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 31
Harvest Fund Management Co., Ltd 31
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 31
Twin Peaks Wealth Advisors, LLC 31
Plante Moran Financial Advisors, LLC 30
Ieq Capital, Llc 30
Seven Eight Capital, Lp 30
Bb&t Securities, Llc 30
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 30
Mirabella Financial Services Llp 30
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 30
Wipfli Financial Advisors Llc, 30
Ellington Management Group Llc 30
Oregon Public Employees Retirement Fund 30
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 30
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 30
Managed Account Advisors Llc 30
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 30
New York Life Investment Management Llc 30
RMB Capital Management, LLC 30
International Assets Investment Management, Llc 30
Summit Trail Advisors, Llc 30
Kestra Advisory Services, LLC 30
Hantz Financial Services, Inc. 30
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 30
Vident Investment Advisory, LLC 30
Element Capital Management Llc 30
CoreCap Advisors, LLC 30
Capital Performance Advisors Llp 30
Wealthspire Advisors, LLC 30
Fiera Capital Corp 30
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 30
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 30
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 30
IndexIQ Advisors LLC 30
GAM Holding AG 30
Sawtooth Solutions, LLC 30
Orion Portfolio Solutions, LLC 30
Quantamental Technologies LLC 30
United Capital Financial Advisers, Llc 30
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 30
Petrus Trust Company, LTA 30
State Farm Mutual Fund Trust 30
Spot Trading L.L.C 30
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 30
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 30
Crossmark Global Holdings, Inc. 29
Synovus Financial Corp 29
FLDFX - Meeder Funds - BALANCED FUND Retail Class 29
Twinbeech Capital Lp 29
FDx Advisors, Inc. 29
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 29
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 29
Louisiana State Employees Retirement System 29
Disciplined Investments, LLC 29
FineMark National Bank & Trust 29
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 29
Nine Chapters Capital Management LLC 29
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 29
Private Capital Group, LLC 29
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 29
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 29
First Quadrant L P/ca 29
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 29
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 29
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 29
Empowered Funds, LLC 29
Gotham Asset Management, LLC 29
Horizon Investments, LLC 29
Interval Partners, LP 29
Sound Income Strategies, LLC 29
Profund Advisors Llc 29
Commonwealth Equity Services, Inc 29
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 29
Seacrest Wealth Management, Llc 29
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 29
HAP Trading, LLC 29
Rational Advisors Llc 29
Gyon Technologies Capital Management, LP 29
Bokf, Na 29
Mitsubishi UFJ Trust & Banking Corp 29
Jain Global LLC 29
Sowell Financial Services LLC 29
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 29
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 29
Airain ltd 29
1832 Asset Management L.P. 29
Piedmont Investment Advisors Llc 29
Catalyst Capital Advisors LLC 29
Soros Fund Management Llc 29
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 29
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 29
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 29
Maryland State Retirement & Pension System 29
State Farm Variable Product Trust 29
Sofos Investments, Inc. 29
Venturi Wealth Management, LLC 29
JNBA Financial Advisors 29
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 29
Old Mission Capital Llc 29
Driehaus Capital Management Llc 29
Keybank National Association/oh 29
Fortitude Family Office, LLC 29
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 29
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 28
EAM Investors, LLC 28
Flagship Harbor Advisors, Llc 28
Yousif Capital Management, Llc 28
UMA Financial Services, Inc. 28
Massachusetts Financial Services Co /ma/ 28
Bare Financial Services, Inc 28
Raymond James Trust N.a. 28
Wiley Bros.-aintree Capital, Llc 28
Wasatch Advisors Inc 28
Convergence Investment Partners, LLC 28
R Squared Ltd 28
Pathstone Holdings, LLC 28
Xponance, Inc. 28
SageView Advisory Group, LLC 28
Universal- Beteiligungs- und Servicegesellschaft mbH 28
Capital World Investors 28
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 28
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 28
DRW Securities, LLC 28
AE Wealth Management LLC 28
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 28
CIBC World Markets Inc. 28
Fred Alger Management, Llc 28
Versor Investments LP 28
ClariVest Asset Management LLC 28
Oppenheimer Funds Inc 28
Gillson Capital LP 28
Dunhill Financial, LLC 28
Jupiter Asset Management Ltd 28
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 28
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 28
Point72 Asia (Singapore) Pte. Ltd. 28
Catalyst Funds Management Pty Ltd 28
Rehmann Capital Advisory Group 28
Brinker Capital Investments, LLC 28
Berman Capital Advisors, LLC 28
Shell Asset Management Co 28
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 28
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 28
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 28
Edgestream Partners, L.P. 28
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 28
Kingsview Wealth Management, LLC 28
Jacobs Levy Equity Management, Inc 28
Schubert & Co 28
Royce Value Trust Inc 28
Pearl River Capital, LLC 28
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 28
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 27
First Hawaiian Bank 27
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 27
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 27
Smithfield Trust Co 27
Carroll Financial Associates, Inc. 27
Avion Wealth 27
Transamerica Financial Advisors, Inc. 27
Brandywine Global Investment Management, LLC 27
Westpac Banking Corp 27
Hexagon Capital Partners LLC 27
WFG Advisors, LP 27
Snowden Capital Advisors LLC 27
Weiss Multi-Strategy Advisers LLC 27
Td Private Client Wealth Llc 27
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 27
Bridgewater Associates, LP 27
Inceptionr Llc 27
Cloud Capital Management, LLC 27
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 27
Cornerstone Planning Group LLC 27
IHT Wealth Management, LLC 27
Winslow, Evans & Crocker, Inc. 27
Harbor Capital Advisors, Inc. 27
Cetera Advisors LLC 27
Sanctuary Advisors, LLC 27
SLPIX - Profunds - Small-cap Profund Investor Class 27
Moore Capital Management, Lp 27
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 27
Hemington Wealth Management 27
Evercore Wealth Management, LLC 27
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 27
Mount Yale Investment Advisors, LLC 27
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 27
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 27
JustInvest LLC 27
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 27
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 27
Caisse De Depot Et Placement Du Quebec 27
Cipher Capital LP 27
Alpine Woods Capital Investors, Llc 27
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 27
Zions Bancorporation, National Association /ut/ 27
Texas Permanent School Fund 27
Stevens Capital Management Lp 27
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 27
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 27
Deere & Co 27
Evergreen Capital Management Llc 27
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 27
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 27
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 27
Veritable, L.P. 27
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 27
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 27
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 27
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 27
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 27
Fuller & Thaler Asset Management, Inc. 27
Ameritas Investment Corp 27
Woodline Partners LP 27
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 27
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 27
Profunds - Profund Vp Small-cap 27
Profunds - Profund Vp Ultrasmall-cap 27
Rialto Wealth Management, LLC 27
Humankind Benefit Corp - Humankind US Stock ETF 27
Suntrust Banks Inc 27
Illinois Municipal Retirement Fund 27
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 26
PENN SERIES FUNDS INC - Small Cap Index Fund 26
Sandy Spring Bank 26
Vident Advisory, LLC 26
Quent Capital, LLC 26
NSIDX - Northern Funds - Northern Small Cap Index Fund 26
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 26
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 26
Annis Gardner Whiting Capital Advisors, LLC 26
Pictet Asset Management Sa 26
Salomon & Ludwin, LLC 26
First Allied Advisory Services, Inc. 26
Hughes Financial Services, LLC 26
Atom Investors LP 26
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 26
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 26
VCSLX - VALIC Co I - Small Cap Index Fund 26
Bridgefront Capital, LLC 26
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 26
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 26
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 26
William Blair Investment Management, Llc 26
IWM - iSHARES TRUST - iShares Russell 2000 ETF 26
PENN SERIES FUNDS INC - International Equity Fund 26
Johnson Financial Group, Inc. 26
Grandeur Peak Global Advisors, LLC 26
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 26
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 26
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 26
CVA Family Office, LLC 26
Riverview Trust Co 26
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 26
Rise Advisors, LLC 26
Bartlett & Co. Wealth Management Llc 26
BI Asset Management Fondsmaeglerselskab A/S 26
Brookfield Asset Management Inc. 26
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 26
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 26
Pnc Funds 26
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 26
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 26
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 26
FJ Capital Management LLC 26
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 26
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 26
SummitTX Capital, L.P. 26
Pathstone Family Office, Llc 26
Fieldpoint Private Securities, LLC 26
Emerald Acquisition Ltd. 26
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 26
Tfs Capital Llc 26
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 26
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 26
Steward Financial Group LLC 26
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 26
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 26
Bartlett & Co. LLC 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 26
Sherbrooke Park Advisers Llc 26
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 26
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 26
EBI - RBB Fund Trust - Longview Advantage ETF 26
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 26
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 26
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 26
Vanguard World Fund 26
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 26
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 26
Allstate Corp 26
NN Investment Partners Holdings N.V. 26
Hancock Whitney Corp 26
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 26
Keebeck Alpha, LP 26
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 26
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 26
Bank Of Nova Scotia 25
GHP Investment Advisors, Inc. 25
First Horizon Corp 25
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 25
Stephens Consulting, LLC 25
Capula Management Ltd 25
People's United Financial, Inc. 25
Twin Tree Management, LP 25
Itau Unibanco Holding S.A. 25
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 25
Menta Capital Llc 25
Teza Capital Management LLC 25
Ing Groep Nv 25
Vermillion Wealth Management, Inc. 25
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 25
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 25
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 25
Patriot Financial Group Insurance Agency, LLC 25
Guggenheim Active Allocation Fund 25
Harbor Investment Advisory, Llc 25
Lsv Asset Management 25
Sequoia Financial Advisors, LLC 25
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 25
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 25
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 25
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 25
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 25
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 25
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 25
Claymore Exchange-traded Fund Trust 25
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 25
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 25
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 25
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 25
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 25
Utah Retirement Systems 25
SOUTH STATE Corp 25
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 25
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 25
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 25
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 25
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 25
Pacer Advisors, Inc. 25
TD Waterhouse Canada Inc. 25
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 25
Rossby Financial, LCC 25
K2 Principal Fund, L.p. 25
Spark Investment Management LLC 25
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 25
Golden State Wealth Management, LLC 25
USA Financial Portformulas Corp 25
Parkworth Wealth Management, Inc. 25
DiNuzzo Private Wealth, Inc. 25
BRYN MAWR TRUST Co 25
Bay Harbor Wealth Management, LLC 25
Avantax Advisory Services, Inc. 25
Duality Advisers, Lp 25
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 25
FinTrust Capital Advisors, LLC 25
Hm Payson & Co 25
Oppenheimer Etf Trust 25
Eagle Asset Management Inc 25
CX Institutional 25
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 25
Financial Architects, Inc 25
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 25
Diametric Capital, LP 25
Rydex Etf Trust 25
Prana Capital Management, LP 25
Azora Capital LP 25
Caption Management, LLC 25
Cordant, Inc. 25
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 25
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 25
Centaurus Financial, Inc. 25
Wealthcare Advisory Partners LLC 25
Danske Bank A/s 25
Tortoise Investment Management, LLC 25
Levin Capital Strategies, L.p. 25
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 24
Capital Advisors, Ltd. LLC 24
Jane Street Holding, LLC 24
Rafferty Asset Management, LLC 24
Fisher Asset Management, LLC 24
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 24
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 24
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 24
Usca Ria Llc 24
Thompson Siegel & Walmsley Llc 24
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 24
Polar Asset Management Partners Inc. 24
DAVENPORT & Co LLC 24
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 24
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 24
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 24
IMC-Chicago, LLC 24
Atlantic Trust, LLC 24
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 24
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 24
Pictet Asset Management Ltd 24
Peak6 Llc 24
Global Financial Private Client, LLC 24
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 24
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 24
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 24
Wbi Investments, Inc. 24
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 24
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 24
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 24
Capital International Investors 24
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 24
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 24
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 24
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 24
Crewe Advisors LLC 24
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 24
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 24
Asset Dedication, LLC 24
Wesbanco Bank Inc 24
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 24
HFM Investment Advisors, LLC 24
C M Bidwell & Associates Ltd 24
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 24
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 24
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 24
Citizens Financial Group Inc/ri 24
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 24
Caxton Associates Lp 24
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 24
Prudential Plc 24
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 24
Treasurer of the State of North Carolina 24
Cinctive Capital Management LP 24
Alphacrest Capital Management Llc 24
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 24
Alpine Series Trust 24
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 24
DnB Asset Management AS 24
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 24
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 24
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 24
Sumitomo Mitsui Trust Holdings, Inc. 24
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 24
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 24
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 24
Susquehanna Portfolio Strategies, LLC 24
LRI Investments, LLC 24
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 23
Prospera Financial Services Inc 23
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 23
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 23
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 23
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 23
Stone Ridge Asset Management LLC 23
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 23
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 23
Carolinas Wealth Consulting Llc 23
JPL Wealth Management, LLC 23
First Personal Financial Services 23
Full18 Capital LLC 23
Eaton Vance Ltd Duration Income Fund 23
Mather Group, Llc. 23
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 23
Kestra Private Wealth Services, Llc 23
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 23
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 23
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 23
Employees Retirement System of Texas 23
Bogle Investment Management L P /de/ 23
Bayforest Capital Ltd 23
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 23
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 23
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 23
Townsquare Capital Llc 23
National Planning Corp 23
Commerce Bank 23
Sciencast Management LP 23
Cornercap Investment Counsel Inc 23
City Holding Co 23
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 23
IYF - iSHARES TRUST - iShares U.S. Financials ETF 23
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 23
Headlands Technologies LLC 23
RidgeWorth Capital Management LLC 23
Guardian Wealth Advisors, LLC 23
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 23
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 23
Numerai GP LLC 23
Ameritas Advisory Services, LLC 23
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 23
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 23
Summit Global Investments 23
Gabelli Equity Trust Inc 23
Monashee Investment Management LLC 23
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 23
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 23
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 23
Everence Capital Management Inc 23
Evoke Wealth, Llc 23
Mv Capital Management, Inc. 23
Delaware Management Holdings, Inc. 23
Kayne Anderson Rudnick Investment Management Llc 23
BDO Wealth Advisors, LLC 23
Paradigm Asset Management Co Llc 23
Arlington Trust Co LLC 23
Integrated Wealth Concepts LLC 23
Hollencrest Capital Management 23
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 23
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 23
Trustcore Financial Services, Llc 23
Greenwich Investment Management, Inc. 23
Ubs Oconnor Llc 23
Bogart Wealth, LLC 23
Advanced Series Trust - Ast Small-cap Growth Portfolio 23
Private Wealth Management Group, LLC 23
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 23
Warren Averett Asset Management, LLC 23
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 23
BlackRock Japan Co. Ltd 23
Advisory Research Inc 23
Valley National Advisers Inc 23
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 23
Lighthouse Investment Partners, LLC 23
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 22
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 22
Park Avenue Securities Llc 22
Daiwa Securities Group Inc. 22
Wilbanks Smith & Thomas Asset Management Llc 22
Brookstone Capital Management 22
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 22
Coastal Investment Advisors, Inc. 22
Maverick Capital Ltd 22
Moody National Bank Trust Division 22
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 22
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 22
Salem Investment Counselors Inc 22
Waddell & Reed Financial Inc 22
Cadence Capital Management Llc 22
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 22
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 22
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 22
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 22
Profunds - Profund Vp Financials 22
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 22
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 22
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 22
Envestnet Portfolio Solutions, Inc. 22
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 22
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 22
Janney Capital Management LLC 22
Glazer Capital, Llc 22
Iat Reinsurance Co Ltd. 22
UYG - PROSHARES TRUST - ProShares Ultra Financials 22
Artemis Investment Management LLP 22
Assured Investment Management LLC 22
Tocqueville Asset Management L.p. 22
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 22
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 22
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 22
Colony Group Llc 22
Apollon Wealth Management, LLC 22
BFOR - ALPS ETF Trust - Barron's 400 ETF 22
Gator Capital Management, LLC 22
Mackay Shields Llc 22
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 22
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 22
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 22
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 22
Eagle Bay Advisors LLC 22
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 22
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 22
Koch Industries Inc 22
Diversified Trust Co 22
Crestline Management, LP 22
Optimum Investment Advisors 22
Sei Trust Co 22
Shelton Capital Management 22
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 22
Optima Capital Llc 22
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 22
Securian Asset Management, Inc 22
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 22
FourThought Financial, LLC 22
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 22
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 22
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 22
Weiss Strategic Interval Fund 22
Freestone Grove Partners LP 22
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 22
Lido Advisors, LLC 22
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 22
nVerses Capital, LLC 22
Claris Advisors, Llc / Mo / 22
Ritholtz Wealth Management 22
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 22
Cnh Partners Llc 22
Point72 Middle East FZE 22
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 22
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 22
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 22
Financial Advocates Investment Management 22
Hartford Mutual Funds Inc/ct 22
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 22
Merit Financial Group, LLC 22
NewSquare Capital LLC 22
Invictus RG 22
MQS Management LLC 22
Tcw Group Inc 22
Westport Resources Management Inc 22
TFC Financial Management 22
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 22
CIBC Bancorp USA Inc. 22
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 22
Mckinley Capital Management Llc /delaware 22
IWB - iSHARES TRUST - iShares Russell 1000 ETF 22
Enterprise Financial Services Corp 22
Cornerstone Advisors, Inc. 22
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 22
Independent Portfolio Consultants, Inc. 22
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 22
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 22
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 22
Jackson Creek Investment Advisors LLC 21
Wedbush Securities Inc 21
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 21
Motco 21
Cornerstone Financial Management LLC 21
Point72 Europe (London) LLP 21
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 21
Voleon Capital Management Lp 21
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 21
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 21
American Capital Advisory, LLC 21
Profunds - Profund Vp Oil & Gas 21
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 21
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 21
Rsm Us Wealth Management Llc 21
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 21
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 21
Cigna Investments Inc /new 21
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 21
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 21
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 21
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 21
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 21
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 21
Benjamin Edwards Inc 21
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 21
Money Concepts Capital Corp 21
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 21
Hotchkis & Wiley Capital Management Llc 21
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 21
Lenox Wealth Advisors, LLC 21
SHP Wealth Management 21
Kennedy Capital Management, Inc. 21
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 21
Qrg Capital Management, Inc. 21
Westside Investment Management, Inc. 21
Castleview Partners, Llc 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 21
Cornerstone Capital Management Holdings Llc. 21
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 21
Westwood Holdings Group Inc 21
Clear Harbor Asset Management, LLC 21
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 21
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 21
Trust Co Of Vermont 21
WPG Advisers, LLC 21
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 21
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 21
Tibra Equities Europe Ltd 21
Xact Kapitalforvaltning AB 21
Raleigh Capital Management Inc. 21
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 21
Contravisory Investment Management, Inc. 21
GV Financial Advisors 21
Signet Financial Management, Llc 21
Abound Wealth Management 21
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 21
Colonial Trust Co / SC 21
Truvestments Capital Llc 21
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 21
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 21
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 21
Smith Asset Management Group Lp 21
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 21
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 21
Regal Investment Advisors LLC 21
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 21
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 21
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 21
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 21
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 21
ISAM Funds (UK) Ltd 21
Toth Financial Advisory Corp 21
GABELLI & Co INVESTMENT ADVISERS, INC. 21
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 21
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 21
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 21
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 21
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 21
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 21
Neo Ivy Capital Management 21
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 21
CWM Advisors, LLC 21
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 21
Bamco Inc /ny/ 21
Kestra Investment Management, LLC 21
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 21
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 21
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 21
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 21
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 21
Standard Life Aberdeen plc 20
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 20
ORG Partners LLC 20
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 20
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 20
Great Lakes Advisors, Llc 20
Scientech Research LLC 20
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 20
Venture Visionary Partners LLC 20
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 20
Navellier & Associates Inc 20
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 20
Financial Consulate, Inc 20
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 20
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 20
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 20
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 20
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 20
LS Investment Advisors, LLC 20
Algebris Investments (UK) LLP 20
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 20
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 20
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 20
Erste Asset Management GmbH 20
Colony Group, LLC 20
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 20
BOK Financial Private Wealth, Inc. 20
Resources Investment Advisors, LLC. 20
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 20
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 20
Dogwood Wealth Management LLC 20
Caas Capital Management Lp 20
Dreman Value Management, L L C 20
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 20
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 20
San Francisco Sentry Investment Group (ca) 20
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 20
Elo Mutual Pension Insurance Co 20
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 20
Continuum Advisory, LLC 20
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 20
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 20
Concord Wealth Partners 20
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 20
ArrowMark Colorado Holdings LLC 20
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 20
AHL Partners LLP 20
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 20
WealthPLAN Partners, LLC 20
Integrated Investment Consultants, LLC 20
Mangrove Partners 20
Wunderlich Securities, Inc. 20
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 20
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 20
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 20
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 20
Machina Capital S.a.s. 20
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 20
Moors & Cabot, Inc. 20
Lee Financial Co 20
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 20
Pinnacle Associates Ltd 20
First Citizens Bank & Trust Co 20
Regentatlantic Capital Llc 20
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 20
Prestige Wealth Management Group LLC 20
Marquette Asset Management, LLC 20
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 20
Copeland Capital Management, LLC 20
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 20
Hilton Capital Management, LLC 20
Washington Trust Bank 20
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 20
Sit Investment Associates Inc 20
Ropes Wealth Advisors Llc 20
DAACX - Adviser Managed Trust - Diversified Equity Fund 20
AGF Investments LLC 20
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 20
Johnson Investment Counsel Inc 20
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 20
Atria Wealth Solutions, Inc. 20
Quinn Opportunity Partners LLC 20
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 20
Samlyn Capital, Llc 20
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 20
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 20
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 20
Moneta Group Investment Advisors Llc 20
IBM Retirement Fund 20
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 20
Joel Isaacson & Co., LLC 20
Highlander Capital Management, LLC 20
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 20
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 20
Arkadios Wealth Advisors 20
Ajo, Lp 20
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 20
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 20
James Investment Research Inc 20
WASHINGTON TRUST Co 20
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 20
PharVision Advisers, LLC 19
Argent Trust Co 19
EP Wealth Advisors, Inc. 19
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 19
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 19
Capital Research Global Investors 19
Perigon Wealth Management, LLC 19
Old National Bancorp /in/ 19
Athanor Capital, Lp 19
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 19
Sculptor Capital LP 19
Cromwell Holdings LLC 19
Oppenheimer Global Multi Strategies Fund 19
Retirement Systems of Alabama 19
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 19
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 19
Gts Securities Llc 19
K.J. Harrison & Partners Inc 19
Polymer Capital Management (US) LLC 19
Ionic Capital Management LLC 19
CenterBook Partners LP 19
BlueMar Capital Management, LLC 19
Baystate Wealth Management LLC 19
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 19
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 19
Key FInancial Inc 19
BerganKDV Wealth Management, LLC 19
New England Securities Corp /MA/ 19
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 19
Zions Bancorporation, N.A. 19
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 19
Compagnie Lombard Odier SCmA 19
Boston Advisors Llc 19
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 19
Qsemble Capital Management, LP 19
Eaton Vance Floating-rate Income Trust 19
Jaffetilchin Investment Partners, LLC 19
Emerald Mutual Fund Advisers Trust 19
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 19
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 19
Corton Capital Inc. 19
Basswood Capital Management, L.l.c. 19
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 19
Kilter Group LLC 19
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 19
GW&K Investment Management, LLC 19
Endeavour Capital Advisors Inc 19
Old Mutual Global Investors (UK) Ltd. 19
Tradition Wealth Management, LLC 19
Agf Investments Inc. 19
New Mexico Educational Retirement Board 19
Epoch Investment Partners, Inc. 19
Brewin Dolphin Ltd 19
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 19
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 19
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 19
Ashton Thomas Private Wealth, LLC 19
Segall Bryant & Hamill, Llc 19
Laffer Investments 19
Timber Hill LLC 19
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 19
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 19
Algebris (uk) Ltd 19
Thornburg Investment Management Inc 19
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 19
Hutchin Hill Capital, LP 19
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 19
Advanced Series Trust - Ast Small-cap Value Portfolio 19
WealthCollab, LLC 19
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 19
Altshuler Shaham Ltd 19
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 19
Advantage Investment Management, Llc 19
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 19
RSSL - Global X Funds - Global X Russell 2000 ETF 19
Commonwealth Bank Of Australia 19
WealthTrak Capital Management LLC 19
Bruce G. Allen Investments, LLC 19
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 19
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 19
Dorsey Wright & Associates 19
Moody Aldrich Partners Llc 19
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 19
Northwestern Mutual Investment Management Company, Llc 19
Financial Management Professionals, Inc. 19
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 19
Innealta Capital, Llc 19
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 19
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 19
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 19
Eqis Capital Management, Inc. 19
Zurich Insurance Group Ltd/FI 19
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 19
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 19
Leonteq Securities AG 19
State Of Michigan Retirement System 19
Reilly Financial Advisors, Llc 19
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 19
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 19
Thurston, Springer, Miller, Herd & Titak, Inc. 19
Fiduciary Trust Co 19
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 19
Knight Capital Group, Inc. 19
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 19
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 19
Quantitative Investment Management, LLC 19
Capital Bank & Trust Co 19
Independent Advisor Alliance 19
Kornitzer Capital Management Inc /ks 19
Krilogy Financial LLC 19
Ethic Inc. 19
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 19
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 19
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 19
Csenge Advisory Group 19
Forum Funds 19
Global X Funds 19
Kore Private Wealth LLC 19
Earnest Partners Llc 18
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 18
Virtus Investment Advisers, Inc. 18
Kovitz Investment Group Partners, LLC 18
Vise Technologies, Inc. 18
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 18
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 18
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 18
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 18
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 18
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 18
MML Series Investment Fund II - MML Equity Rotation Fund Class II 18
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 18
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 18
Fieldview Capital Management, LLC 18
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 18
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 18
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 18
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 18
Baldwin Brothers Inc/ma 18
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 18
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 18
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 18
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 18
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 18
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 18
111 Capital 18
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 18
Water Island Capital Llc 18
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 18
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 18
NSGRX - Northern Funds - Northern Small Cap Core Fund 18
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 18
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 18
GIMFX - GMO TRUST - GMO Implementation Fund 18
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 18
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 18
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 18
American Financial Group Inc 18
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 18
Chicago Equity Partners Llc 18
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 18
Curio Wealth, Llc 18
Vestmark Advisory Solutions, Inc. 18
Comerica Securities,inc. 18
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 18
Gupta Wealth Management LLC 18
Wealthfront Inc 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 18
Cary Street Partner Investment Advisory Llc 18
Verus Capital Partners, Llc 18
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 18
Greenleaf Trust 18
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 18
Legato Capital Management LLC 18
Gemmer Asset Management LLC 18
Strategic Wealth Partners, Ltd. 18
Avestar Capital, LLC 18
M&g Investment Management Ltd 18
Delpha Capital Management, Llc 18
Pittenger & Anderson Inc 18
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 18
First New York Securities Llc /ny 18
Glen Eagle Advisors, LLC 18
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 18
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 18
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 18
World Asset Management Inc 18
Calamos Strategic Total Return Fund 18
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 18
Winton Diversified Opportunities Fund 18
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 18
CenterStar Fund, LLC 18
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 18
Eaton Vance Senior Floating Rate Trust 18
Owl Creek Wealth Partners LLC 18
Mason Street Advisors, Llc 18
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 18
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 18
Savant Capital, LLC 18
Tokio Marine Asset Management Co Ltd 18
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 18
Municipal Employees' Retirement System of Michigan 18
American National Bank 18
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 18
Chevy Chase Trust Holdings, Inc. 18
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 18
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 18
Torren Management, LLC 18
Kcm Investment Advisors Llc 18
NewEdge Wealth, LLC 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 18
ETRADE Capital Management LLC 18
Pallas Capital Advisors LLC 18
Hennion & Walsh Asset Management, Inc. 18
CAPROCK Group, Inc. 18
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 18
MCF Advisors LLC 18
Cape Investment Advisory, Inc. 18
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 18
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 18
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 18
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 18
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 18
Guinness Asset Management LTD 18
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 18
Candriam Luxembourg S.C.A. 18
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 18
Janus Capital Management Llc 18
Activest Wealth Management 18
Yakira Capital Management, Inc. 18
Crestwood Advisors Group LLC 18
Zrc Wealth Management, Llc 18
MARSHALL WACE ASIA Ltd 18
Vanguard Whitehall Funds 18
Atlantic Union Bankshares Corp 18
Vivaldi Asset Management, LLC 18
B. Metzler seel. Sohn & Co. AG 18
FNY Partners Fund LP 18
Etf Managers Group, Llc 18
Placemark Investments, Inc. 18
Capital Asset Advisory Services LLC 18
BNP Paribas Investment Partners S.A. 18
Lucus Advisors Llc 17
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 17
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 17
Leuthold Group, Llc 17
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 17
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 17
Vantage Consulting Group Inc 17
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 17
Numeric Investors Llc 17
Korea Investment CORP 17
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 17
Riverhead Capital Management Llc 17
Camarda Financial Advisors, LLC 17
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 17
Hartford Investment Management Co 17
Formidable Asset Management, LLC 17
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 17
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 17
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 17
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 17
Delta Asset Management Llc/tn 17
HB Wealth Management, LLC 17
Livforsakringsbolaget Skandia, Omsesidigt 17
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 17
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 17
Calamos Wealth Management LLC 17
Cable Hill Partners, LLC 17
Beck Mack & Oliver Llc 17
First Command Advisory Services, Inc. 17
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 17
Deprince Race & Zollo Inc 17
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 17
Brinker Capital Inc 17
Concurrent Investment Advisors, LLC 17
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 17
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 17
Regent Peak Wealth Advisors LLC 17
Richard Bernstein Advisors LLC 17
Sanctuary Wealth Advisors, LLC 17
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 17
Sigma Planning Corp 17
Wealthcare Capital Management Llc 17
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 17
Wedge Capital Management L L P/nc 17
Edge Advisors, Llc 17
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 17
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 17
Whipplewood Advisors, LLC 17
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 17
Elequin Capital Lp 17
Mendon Capital Advisors Corp 17
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 17
Checchi Capital Advisers, LLC 17
Capital Analysts, Inc. 17
Zebra Capital Management LLC 17
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 17
First Trust Intermediate Duration Preferred & Income Fund 17
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 17
Caldwell Trust Co 17
Societe Generale 17
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 17
Northwest & Ethical Investments L.P. 17
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 17
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 17
Covington Capital Management 17
Spring Creek Capital Llc 17
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 17
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 17
Binnacle Investments Inc 17
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 17
Punch & Associates Investment Management, Inc. 17
Horizon Kinetics LLC 17
Cassaday & Co Wealth Management LLC 17
Archford Capital Strategies, LLC 17
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 17
CPSIX - Unified Series Trust - Fci Bond Fund 17
Stone House Investment Management, LLC 17
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 17
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 17
HighPoint Advisor Group LLC 17
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 17
Avantax Planning Partners, Inc. 17
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 17
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 17
Hilltop Holdings Inc. 17
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 17
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 17
Cornerstone Wealth Management, LLC 17
GFS Advisors, LLC 17
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 17
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 17
SECOR Capital Advisors, LP 17
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 17
Bailard, Inc. 17
AXA Investment Managers S.A. 17
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 17
Andra AP-fonden 17
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 17
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 17
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 17
Geneva Advisors, LLC 17
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 17
HighVista Strategies LLC 17
Norden Group Llc 17
Clark Capital Management Group, Inc. 17
Scotia Capital Inc. 17
Accurate Wealth Management, LLC 17
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 17
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 17
Echo Street Capital Management LLC 17
Ontario Teachers Pension Plan Board 17
Origin Asset Management LLP 17
Weaver Consulting Group 17
Cookson Peirce & Co Inc 17
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 17
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 17
King Luther Capital Management Corp 17
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 17
Golden State Equity Partners 17
North Capital, Inc. 17
Longfellow Investment Management Co Llc 17
Commerzbank Aktiengesellschaft /fi 17
Meiji Yasuda Asset Management Co Ltd. 17
Ausdal Financial Partners, Inc. 17
Analytic Investors, LLC 17
SAC Capital Advisors LP 17
Newbridge Financial Services Group, Inc. 17
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 17
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 17
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 17
Sargent Bickham Lagudis LLC 17
EJF Capital LLC 17
Koshinski Asset Management, Inc. 17
Grove Bank & Trust 17
Inscription Capital, LLC 17
MUFG Securities EMEA plc 17
Mutual Advisors, LLC 17
Beacon Capital Management, LLC 16
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 16
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 16
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 16
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 16
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 16
Caxton Associates Llp 16
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 16
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 16
Worldquant Millennium Advisors Llc 16
Cna Financial Corp 16
Focused Wealth Management, Inc 16
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 16
Bleakley Financial Group, LLC 16
Aaron Wealth Advisors LLC 16
Mosaic Family Wealth, LLC 16
Cribstone Capital Management, LLC 16
Institutional & Family Asset Management, Llc 16
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 16
Virtus ETF Advisers LLC 16
GPS Wealth Strategies Group, LLC 16
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 16
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
CSat Investment Advisory, L.P. 16
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 16
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 16
Beacon Pointe Advisors, LLC 16
TimesSquare Capital Management, LLC 16
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 16
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 16
Artisan Partners Limited Partnership 16
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 16
Fort Washington Investment Advisors Inc /oh/ 16
Visium Asset Management, LP 16
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 16
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 16
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 16
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 16
Edge Wealth Management LLC 16
Quaker Wealth Management, LLC 16
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 16
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 16
IMA Wealth, Inc. 16
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 16
Alpha Windward Llc 16
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 16
Hudock, Inc. 16
Park Place Capital Corp 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 16
Glenmede Investment Management, LP 16
New Age Alpha Advisors, LLC 16
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 16
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 16
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 16
McIlrath & Eck, LLC 16
Procyon Private Wealth Partners, LLC 16
First Capital Advisors Group, LLC. 16
Shapiro Robert N 16
Pitcairn Co 16
Nuveen Core Equity Alpha Fund 16
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 16
Burt Wealth Advisors 16
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 16
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 16
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 16
M&r Capital Management Inc 16
Wolff Wiese Magana Llc 16
Eurizon Capital SGR S.p.A. 16
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 16
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A) 16
Integrated Quantitative Investments LLC 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 16
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 16
Agf Management Ltd 16
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 16
Highstreet Asset Management Inc. 16
FNY Managed Accounts LLC 16
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 16
Freestone Capital Holdings, LLC 16
Meridian Wealth Partners, LLC 16
Signature Equity Partners, LLC 16
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 16
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 16
Oak Thistle LLC 16
Systematic Financial Management Lp 16
Ballentine Partners, LLC 16
Moran Wealth Management, LLC 16
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 16
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 16
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 16
Paces Ferry Wealth Advisors, Llc 16
Lloyd Advisory Services, LLC. 16
PFFD - Global X Funds - Global X U.S. Preferred ETF 16
UniSuper Management Pty Ltd 16
CenterStar Asset Management, LLC 16
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 16
Princeton Alpha Management LP 16
HDV - iSHARES TRUST - iShares Core High Dividend ETF 16
Forum Financial Management, LP 16
Weld Capital Management Llc 16
Karp Capital Management Corp 16
Financial Gravity Companies, Inc. 16
STXK - EA Series Trust - Strive Small-Cap ETF 16
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 16
Sachetta, LLC 16
WR Wealth Planners, LLC 16
Cantab Capital Partners LLP 16
Leavell Investment Management, Inc. 16
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 16
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 16
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 16
O'Shares Investment Advisers, LLC 16
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 16
Pinnacle Financial Partners Inc 16
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 16
V-Square Quantitative Management LLC 16
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 16
Smith Group Asset Management, LLC 16
Column Capital Advisors, LLC 16
SG3 Management, LLC 16
Triumph Capital Management 16
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 16
Kings Point Capital Management 16
Cassady Schiller Wealth Management, LLC 16
Squar Milner Financial Services Llc 16
Elyxium Wealth, LLC 16
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 16
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 16
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 16
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 16
Swedbank AB 16
Eaton Vance Senior Income Trust 16
North Dakota State Investment Board 16
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 16
Symphony Financial, Ltd. Co. 16
Capital One, National Association 16
Capital Guardian Trust Co 16
Palisade Capital Management Llc/nj 16
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 16
Gateway Investment Advisers Llc 16
Capital International Inc /ca/ 16
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 16
Ariel Investments, Llc 16
Jacobi Capital Management LLC 16
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 16
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 16
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 16
Glacier Peak Capital LLC 16
Voya Financial Advisors, Inc. 16
Balentine LLC 16
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 16
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 16
Mendota Financial Group, LLC 16
Opal Wealth Advisors, LLC 16
Thompson Davis & Co., Inc. 16
Junto Capital Management LP 16
Simon Quick Advisors, Llc 16
Northern Trust Co Of Connecticut 16
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 16
Twin Capital Management Inc 16
Parkwood LLC 16
QCVAX - Clearwater Investment Trust - Clearwater International Fund 15
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 15
Investors Research Corp 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 15
Harbour Capital Advisors, LLC 15
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 15
Vigilant Capital Management, LLC 15
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 15
361 Capital Llc 15
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 15
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 15
Macroview Investment Management Llc 15
BBVA USA Bancshares, Inc. 15
T. Rowe Price Investment Management, Inc. 15
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 15
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 15
Pinnacle Summer Investments, Inc. 15
Tredje AP-fonden 15
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 15
Sutton Wealth Advisors Inc. 15
Harwood Advisory Group, LLC 15
VCGAX - VALIC Co I - Growth & Income Fund 15
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 15
Keeley Asset Management Corp 15
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 15
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 15
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 15
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 15
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 15
Montag A & Associates Inc 15
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 15
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 15
Duncker Streett & Co Inc 15
Diversify Advisory Services, LLC 15
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 15
Kepos Capital LP 15
Global X Management CO LLC 15
Arete Wealth Advisors, LLC 15
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 15
Kemnay Advisory Services Inc. 15
TD Capital Management LLC 15
Stifel Nicolaus & Co Inc \mo\ 15
Vantage Investment Advisors, LLC 15
New Millennium Group LLC 15
Prime Capital Investment Advisors, LLC 15
Lombard Odier Asset Management (Switzerland) SA 15
RBF Capital, LLC 15
Abel Hall, LLC 15
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 15
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 15
Elkfork Partners LLC 15
Equitec Proprietary Markets, Llc 15
CWA Asset Management Group, LLC 15
Whitener Capital Management, Inc. 15
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 15
Heritage Wealth Advisors 15
Principia Wealth Advisory, LLC 15
Capital Investment Advisory Services, LLC 15
JJJ Advisors Inc. 15
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 15
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 15
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 15
Westfield Capital Management Co Lp 15
Horan Securities, Inc. 15
Wealth Watch Advisors, INC 15
Equitable Holdings, Inc. 15
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 15
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 15
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 15
Ramsey Quantitative Systems 15
Sheaff Brock Investment Advisors, LLC 15
Tema Etfs Llc 15
Caz Investments Lp 15
First Interstate Bank 15
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 15
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 15
Glen Harbor Capital Management LLC 15
Meadow Creek Investment Management LLC 15
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 15
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 15
Shine Investment Advisory Services Inc 15
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 15
Congress Wealth Management LLC / DE / 15
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 15
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 15
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 15
Laurel Wealth Advisors LLC 15
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 15
DGS Capital Management, LLC 15
Legacy Financial Advisors, Inc. 15
Transcend Wealth Collective, Llc 15
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 15
Gabelli Equity Series Funds Inc 15
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 15
Sumitomo Mitsui DS Asset Management Company, Ltd 15
SpiderRock Advisors, LLC 15
Hanseatic Management Services Inc 15
Morse Asset Management, Inc 15
YorkBridge Wealth Partners, LLC 15
Nicholas Investment Partners, LP 15
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 15
Frazier Financial Advisors, LLC 15
Boston Private Bank & Trust Co 15
Morningstar Investment Management LLC 15
Spot Trading L.l.c. 15
Manning & Napier Advisors Llc 15
Bb&t Investment Services, Inc. 15
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 15
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 15
Miracle Mile Advisors, LLC 15
Segantii Capital Management Ltd 15
Spectrum Management Group, LLC 15
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 15
Claro Advisors LLC 15
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 15
Highland Capital Management, Llc 15
Western Wealth Management, LLC 15
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 15
U.S. Capital Wealth Advisors, LLC 15
Quest Capital Management Inc /adv 15
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 15
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 15
Tompkins Financial Corp 15
EFG International AG 15
Sageworth Trust Co 15
Horizon Kinetics Asset Management Llc 15
Liberty Mutual Group Asset Management Inc. 15
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 15
Front Row Advisors LLC 15
GeoWealth Management, LLC 15
Webster Bank, N. A. 15
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 15
Meritage Portfolio Management 15
Arden Investment Series Trust 15
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 15
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 15
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 15
B. Metzler seel. Sohn & Co. Holding AG 15
Oakworth Capital, Inc. 15
Wetherby Asset Management Inc 15
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 15
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 15
Anchor Investment Management, LLC 15
Advisor Resource Council 15
Kistler-Tiffany Companies, LLC 15
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 15
Tfo-tdc, Llc 15
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 15
Kapitalo Investimentos Ltda 15
Farringdon Capital, Ltd. 15
Sandler Capital Management 15
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 15
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 15
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 15
Gulf International Bank (UK) Ltd 15
Founders Financial Alliance, LLC 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 15
Ledyard National Bank 15
Miller Value Partners, Llc 15
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 15
West Paces Advisors Inc. 15
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 14
Gryphon Financial Partners LLC 14
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 14
Crow Point Partners, LLC 14
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 14
Lecap Asset Management Ltd 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 14
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 14
TCG Advisory Services, LLC 14
Callan Family Office, LLC 14
Infrastructure Capital Advisors, Llc 14
Almanack Investment Partners, LLC. 14
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 14
Turtle Creek Wealth Advisors, LLC 14
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 14
Zweig-DiMenna Associates LLC 14
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 14
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 14
Dividend & Income Fund 14
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 14
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 14
River Road Asset Management, LLC 14
Kalos Management, Inc. 14
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 14
Frank, Rimerman Advisors LLC 14
Arlington Partners LLC 14
Quotient Investors, LLC 14
Central Pacific Bank - Trust Division 14
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 14
Conning Inc. 14
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 14
Claraphi Advisory Network, LLC 14
Banque Cantonale Vaudoise 14
Midas Management Corp 14
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 14
Moisand Fitzgerald Tamayo, LLC 14
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 14
First Financial Corp /in/ 14
Capstone Asset Management Co 14
Cambridge Trust Co 14
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 14
Riggs Asset Managment Co. Inc. 14
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 14
Kovack Advisors, Inc. 14
Impact Partnership Wealth, LLC 14
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 14
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 14
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 14
Eaton Vance Floating-rate Income Plus Fund 14
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 14
Integrated Advisors Network LLC 14
Hl Financial Services Llc 14
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 14
Invesco Bond Fund 14
Telemus Capital, Llc 14
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 14
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 14
Ziegler Capital Management, LLC 14
Aviance Capital Partners, LLC 14
Samalin Investment Counsel, LLC 14
Equitable Trust Co 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 14
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 14
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 14
Mn Services Vermogensbeheer B.V. 14
Verdence Capital Advisors LLC 14
Private Wealth Asset Management, LLC 14
Hazlett, Burt & Watson, Inc. 14
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 14
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 14
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 14
Ashton Thomas Securities, Llc 14
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 14
Highline Wealth Partners Llc 14
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 14
Nbt Bank N A /ny 14
Chilton Capital Management Llc 14
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 14
J.w. Cole Advisors, Inc. 14
Endurance Wealth Management, Inc. 14
Atlas Capital Advisors Llc 14
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 14
SpiderRock Trading LLC 14
Bellwether Investment Group, LLC 14
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 14
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 14
Centerpoint Advisors, LLC 14
Forward Management, LLC 14
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 14
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 14
Wagner Wealth Management, Llc 14
Pinkerton Retirement Specialists, LLC 14
Lingohr & Partner Asset Management GmbH 14
Natixis Investment Managers International 14
Symmetry Peak Management Llc 14
CNB Bank 14
Elite Wealth Management, Inc. 14
Irish Life Investment Managers Ltd. 14
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 14
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 14
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 14
Coppell Advisory Solutions LLC 14
Hartford Series Fund Inc 14
One Wealth Advisors, LLC 14
Highland Capital Management Lp 14
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 14
Parametrica Management Ltd 14
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 14
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 14
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 14
Quest 10 Wealth Builders, Inc. 14
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 14
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 14
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 14
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 14
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 14
Ibex Wealth Advisors 14
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 14
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 14
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 14
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 14
Capitolis Advisors LLC 14
Weaver C. Barksdale & Associates, Inc. 14
Symphony Asset Management Llc 14
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 14
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 14
Pensionmark Financial Group, Llc 14
Bramshill Investments, LLC 14
Vontobel Holding Ltd. 14
Bluefin Capital Management, Llc 14
Integral Derivatives, LLC 14
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 14
Pendal Group Ltd 14
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 14
Mountain Capital Investment Advisors, Inc 14
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 14
Redwood Investment Management, Llc 14
Baird Robert W & Co Inc /wi/ 14
Cambria Investment Management, L.P. 14
Wealthfront Advisers Llc 14
Wexford Capital Lp 14
U S Global Investors Inc 14
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 14
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 14
Texas Yale Capital Corp. 14
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 14
STXV - EA Series Trust - Strive 1000 Value ETF 14
Ossiam 14
Wedmont Private Capital 14
25 Llc 14
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 14
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 14
Kentucky Retirement Systems 14
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 14
DV Trading LLC 14
Eastern Bank 14
Gabelli Dividend & Income Trust 14
Nissay Asset Management Corp /japan/ /adv 14
RHJ International SA 14
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 14
Achmea Investment Management B.V. 14
Westchester Capital Management, LLC 14
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 14
HHM Wealth Advisors, LLC 14
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 14
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 14
MERVX - MERGER FUND VL - The Merger Fund VL 14
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 14
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF 14
Penn Capital Management Co Inc 14
Wellington Shields Capital Management, LLC 14
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 14
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 14
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 14
Northwest Investment Counselors, Llc 14
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 14
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 13
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 13
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 13
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 13
Henshaw Capital LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 13
Rothschild Investment Corp /il 13
Brown, Lisle/cummings, Inc. 13
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 13
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 13
Diversify Wealth Management, Llc 13
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 13
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 13
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 13
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 13
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 13
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 13
Mizuho Securities Usa Llc 13
Vicus Capital 13
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 13
Avalon Advisors, Llc 13
Nvwm, Llc 13
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 13
Gilpin Wealth Management, Llc 13
High Note Wealth, LLC 13
Addison Advisors LLC 13
Westfuller Advisors, LLC 13
Evolve Private Wealth, Llc 13
Eudaimonia Partners, LLC 13
Pine River Capital Management L.P. 13
Canton Hathaway, LLC 13
Mycio Wealth Partners, Llc 13
AIA Group Ltd 13
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 13
Vectors Research Management, LLC 13
Resources Management Corp /ct/ /adv 13
Delaware Enhanced Global Dividend & Income Fund 13
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 13
Select Equity Group, L.P. 13
Veriti Management LLC 13
Financial Network Wealth Advisors LLC 13
Pinebridge Investments Llc 13
Barings Llc 13
Rivernorth Capital Management, Llc 13
Royal London Asset Management Ltd 13
Abich Financial Wealth Management LLC 13
Summit Financial, LLC 13
Meiji Yasuda Life Insurance Co 13
Retirement Wealth Solutions LLC 13
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 13
Wealth Quarterback LLC 13
Robertson Stephens Wealth Management, LLC 13
Schonfeld Group Holdings LLC 13
Perkins Investment Management, LLC 13
Cordasco Financial Network 13
Security National Trust Co 13
MBOVX - M FUND INC - M Large Cap Value Fund 13
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 13
Harvest Investment Services, LLC 13
Community Bank, N.A. 13
Strategic Blueprint, LLC 13
Parcion Private Wealth LLC 13
Banque Pictet & Cie Sa 13
Cynosure Management, Llc 13
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 13
John Hancock Hedged Equity & Income Fund 13
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 13
Liberty Wealth Management Llc 13
Sawgrass Asset Management Llc 13
Next Financial Holdings 13
Simplicity Wealth,LLC 13
Ghisallo Capital Management LLC 13
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 13
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 13
Atticus Wealth Management, Llc 13
Cedar Mountain Advisors, LLC 13
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 13
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 13
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 13
Otter Creek Advisors, LLC 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 13
Dakota Wealth Management 13
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 13
Trust Department Mb Financial Bank N A 13
MidFirst Bank 13
Nuveen S&p 500 Dynamic Overwrite Fund 13
Fulton Bank, N.a. 13
Kayne Anderson Capital Advisors Lp 13
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 13
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 13
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 13
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 13
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 13
Vanguard Horizon Funds 13
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 13
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 13
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 13
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 13
URTH - iShares, Inc. - iShares MSCI World ETF 13
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 13
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 13
Dana Investment Advisors, Inc. 13
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 13
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 13
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 13
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 13
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 13
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 13
Hurley Capital, LLC 13
Syon Capital Llc 13
Norinchukin Bank, The 13
Alexandria Capital, LLC 13
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 13
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 13
Bowling Portfolio Management LLC 13
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 13
Index Management Solutions, LLC 13
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 13
Arrow Financial Corp 13
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 13
Kb Financial Partners, Llc 13
Advanced Series Trust - Ast Advanced Strategies Portfolio 13
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 13
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 13
Destination Wealth Management 13
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 13
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 13
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 13
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 13
Kingswood Wealth Advisors, Llc 13
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 13
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 13
Van Hulzen Asset Management, LLC 13
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 13
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 13
Bbva Usa 13
Integrated Wealth Management 13
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 13
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 13
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 13
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 13
AlphaCore Capital LLC 13
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 13
I.g. Investment Management, Ltd. 13
Loeb Partners Corp 13
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 13
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 13
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 13
Advisor Partners Ii, Llc 13
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 13
Cerebellum GP, LLC 13
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 13
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 13
Advisors Preferred, LLC 13
AdvisorShares Investments LLC 13
Silvercrest Asset Management Group Llc 13
Tucker Asset Management Llc 13
Apriem Advisors 13
Donoghue Forlines LLC 13
Fifth Third Wealth Advisors LLC 13
OP Asset Management Ltd 13
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 13
Fjarde Ap-fonden /fourth Swedish National Pension Fund 13
Argent Capital Management Llc 13
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 13
STXG - EA Series Trust - Strive 1000 Growth ETF 13
Invictus RG Pte. Ltd. 13
Vivaldi Capital Management, LLC 13
Northern Oak Wealth Management Inc 13
Knights of Columbus Asset Advisors LLC 13
PenderFund Capital Management Ltd. 13
Capital A Wealth Management, LLC 13
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 13
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 13
Portman Square Capital LLP 13
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 13
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 13
Espalier Global Management LLC 13
Laurel Wealth Advisors, Inc. 13
Level Four Advisory Services, Llc 13
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 13
Marex Group plc 13
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 13
West Tower Group, LLC 13
Buckingham Strategic Partners 13
Confluence Wealth Services, Inc. 13
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 13
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 13
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 13
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 13
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 13
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 13
Washington Trust Advisors, Inc. 13
Gerber Kawasaki Wealth & Investment Management 13
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 13
SYSTM Wealth Solutions LLC 13
Glenview Trust Co 13
Tradeworx Inc. 13
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 13
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 13
Gideon Capital Advisors, Inc. 13
Forsta Ap-fonden 13
Advocacy Wealth Management Services, LLC 13
Harbor Advisors LLC 13
Lombard Odier Asset Management (USA) Corp 13
Lincoln National Corp 13
First Bank & Trust 13
Dubuque Bank & Trust Co 13
Tcwp Llc 13
Oliver Lagore Vanvalin Investment Group 13
Turner Investments, L.p. 13
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 13
NatWest Group plc 13
Essex Financial Services, Inc. 13
Atlas Private Wealth Advisors 13
Relative Value Fund 13
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 13
Financial Counselors Inc 13
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 13
Emerald Advisers, Llc 13
HBK Sorce Advisory LLC 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
Americafirst Capital Management, Llc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
Legg Mason Investment Counsel, LLC 12
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 12
Chase Investment Counsel Corp 12
American Financial Network Advisory Services Llc 12
Cornerstone Investment Partners, LLC 12
Register Financial Advisors LLC 12
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 12
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 12
Advantage Advisers Xanthus Fund, L.l.c. 12
Dorsey & Whitney Trust CO LLC 12
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 12
Institute for Wealth Management, LLC. 12
E. Ohman J:or Asset Management AB 12
Longaeva Partners L.P. 12
Jpmorgan Trust Iii 12
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 12
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 12
Mariner Investment Group Llc 12
Boston Trust Walden Corp 12
Crawford Investment Counsel Inc 12
First Pacific Financial 12
KAMES CAPITAL plc 12
Tuttle Tactical Management LLC 12
GFFIX - Gator Series Trust - Gator Financial Fund 12
PSI Advisors, LLC 12
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 12
Cannon Global Investment Management, LLC 12
Cohen & Steers Reit & Preferred Income Fund Inc 12
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 12
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 12
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 12
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 12
Rockefeller Financial Services Inc 12
Mcdonald Partners Llc 12
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 12
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 12
Dfpg Investments, Llc 12
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 12
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 12
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 12
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 12
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 12
S&t Bank/pa 12
Icon Advisers Inc/co 12
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 12
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 12
Kavar Capital Partners, LLC 12
Turning Point Benefit Group, Inc. 12
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 12
Pinnacle Holdings, LLC 12
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 12
Planned Solutions, Inc. 12
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 12
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 12
RWM Asset Management, LLC 12
Zeke Capital Advisors, Llc 12
Glg Llc 12
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 12
Ahrens Investment Partners LLC 12
Allen Investment Management LLC 12
Edmond De Rothschild Holding S.a. 12
Renaissance Group Llc 12
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 12
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 12
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 12
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 12
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 12
Central Bank & Trust Co 12
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 12
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 12
Bank Julius Baer & Co. Ltd, Zurich 12
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 12
Flinton Capital Management LLC 12
Arden Trust Co 12
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 12
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 12
Childress Capital Advisors, Llc 12
Sheets Smith Wealth Management 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 12
Metis Global Partners, LLC 12
Clayton Financial Group LLC 12
Cacti Asset Management Llc 12
Global Wealth Management Investment Advisory, Inc. 12
Paragon Capital Management Ltd 12
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12
Tradewinds Capital Management, LLC 12
Mason Street Advisors, Llc 12
Change Path, LLC 12
South Dakota Investment Council 12
West Branch Capital LLC 12
GoalVest Advisory LLC 12
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 12
Alaska Permanent Fund Corp 12
Icon Wealth Partners, LLC 12
Seeyond 12
Stonebridge Capital Advisors LLC 12
Putnam Fl Investment Management Co 12
F/M Investments LLC 12
Linden Advisors Lp 12
VTL Associates, LLC 12
Bfsg, Llc 12
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 12
Longboard Asset Management, LP 12
Advent Capital Management /de/ 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 12
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 12
Kaizen Advisory, Llc 12
Oppenheimer Quest For Value Funds 12
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 12
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 12
Zions Bancorporation 12
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 12
Bluefin Trading, LLC 12
Teton Advisors, Inc. 12
Center for Financial Planning, Inc. 12
Herndon Capital Management Llc 12
ClearAlpha Technologies LP 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 12
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 12
Highland Capital Management Fund Advisors, L.p. 12
Colonial Trust Advisors 12
Operose Advisors LLC 12
Inspire Advisors, LLC 12
Iron Horse Wealth Management, LLC 12
Strycker View Capital Llc 12
BW Gestao de Investimentos Ltda. 12
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 12
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 12
D'Orazio & Associates, Inc. 12
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 12
FourThought Financial Partners, LLC 12
Dividend Asset Capital, Llc 12
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 12
Brown Advisory Securities, LLC 12
Absolute Return Capital, LLC 12
Camelot Portfolios, LLC 12
Exos Asset Management LLC 12
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 12
Scarborough Advisors, LLC 12
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 12
Associated Banc-corp 12
PGGM Investments 12
Richardson Financial Services Inc. 12
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 12
Monument Capital Management 12
Harel Insurance Investments & Financial Services Ltd. 12
Lake Street Advisors Group, Llc 12
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 12
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 12
First City Capital Management, Inc. 12
NINE MASTS CAPITAL Ltd 12
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 12
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 12
Sandia Investment Management LP 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 12
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 12
Barrow Hanley Mewhinney & Strauss Llc 12
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 12
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 12
Pacitti Group Inc. 12
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 12
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 12
Capital International Sarl 12
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 12
Pinnacle Bancorp, Inc. 12
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 12
Heritage Wealth Management, Llc 12
Camden Capital, LLC 12
Fayez Sarofim & Co 12
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 12
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 12
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 12
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 12
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 12
Stonnington Group, Llc 12
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 12
Laird Norton Trust Company, Llc 12
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 12
Nova Wealth Management, Inc. 12
Storebrand Asset Management As 12
Innovative Asset Advisors Group, LLC 12
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF 12
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 12
Qci Asset Management Inc/ny 12
VCULX - VALIC Co I - Growth Fund 12
Three Corner Global Investors LP 12
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 12
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 12
Carmel Capital Partners, LLC 12
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 12
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 12
Royce Micro-cap Trust, Inc /md/ 12
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 12
Donald L. Hagan, LLC 12
Hanson & Doremus Investment Management 12
Partnervest Advisory Services LLC 12
United Community Bank 12
Stoneridge Investment Partners Llc 12
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 12
Rakuten Securities, Inc. 12
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 12
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 12
Ativo Capital Management LLC 12
Atomi Financial Group, Inc. 12
Orinda Asset Management LLC 12
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 12
Lake Point Wealth Management 12
IFM Investors Pty Ltd 12
Linden Thomas Advisory Services, LLC 12
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 12
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 12
Spears Abacus Advisors LLC 12
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 12
Cary Street Partners Financial Llc 12
Hodges Capital Management Inc. 12
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 12
Legacy Advisors, LLC 12
Caldwell Securities, Inc 12
Western Pacific Wealth Management, LP 12
TopTier Wealth Management, LLC 12
StoneX Group Inc. 12
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 12
River & Mercantile Asset Management Llp 12
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 12
Corsair Capital Management, L.p. 12
Vaughan Nelson Investment Management, L.p. 12
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 12
Ameriflex Group, Inc. 12
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 12
Greenwood Capital Associates Llc 12
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 12
Belvedere Trading LLC 12
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 12
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 12
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 12
Connectus Wealth, LLC 12
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 12
Voya Senior Income Fund 12
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 12
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 12
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 12
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 12
Amerivest Investment Management LLC 12
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 12
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 12
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 12
Oppenheimer Variable Account Funds 12
Shay Capital LLC 12
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 12
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 11
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 11
Skaana Management L.P. 11
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 11
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 11
NorthRock Partners, LLC 11
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 11
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 11
Mbb Public Markets I Llc 11
Profunds - Profund Vp Ultramid-cap 11
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 11
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 11
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 11
Fft Wealth Management Llc 11
Fsi Group, Llc 11
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 11
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 11
Nwam Llc 11
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 11
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 11
Eisler Capital Management Ltd. 11
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 11
Nations Financial Group Inc, /ia/ /adv 11
Pennsylvania Trust Co 11
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 11
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 11
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 11
Trust Co 11
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 11
Cantor Fitzgerald, L. P. 11
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 11
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 11
Delos Wealth Advisors, LLC 11
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 11
Serengeti Asset Management LP 11
Roosevelt Investment Group Llc 11
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 11
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 11
Curi Wealth Management, LLC 11
Transce3nd, LLC 11
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 11
RFP Financial Group LLC 11
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 11
SOA Wealth Advisors, LLC. 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 11
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 11
Tlp Group Llc 11
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 11
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 11
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 11
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 11
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 11
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 11
Hilltop National Bank 11
Castleark Management Llc 11
Aurora Investment Counsel 11
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 11
AMG National Trust Bank 11
MYDA Advisors LLC 11
Truewealth Llc 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
Bradley Foster & Sargent Inc/ct 11
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 11
Perkins Coie Trust Co 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
Retirement Group, LLC 11
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 11
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 11
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 11
Millstone Evans Group, LLC 11
Steel Peak Wealth Management LLC 11
Tri-continental Corp 11
Great Diamond Partners, LLC 11
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 11
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 11
Williams Jones & Associates LLC 11
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 11
Westover Capital Advisors, LLC 11
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 11
Castellan Group, LLC 11
Mazama Capital Management Inc 11
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 11
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 11
Clark Wealth Partners 11
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 11
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 11
Chartwell Investment Partners, Llc 11
Ten Capital Wealth Advisors, LLC 11
Alpha DNA Investment Management LLC 11
Axxcess Wealth Management, Llc 11
Shaolin Capital Management LLC 11
Howard Hughes Medical Institute 11
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 11
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF 11
Bourgeon Capital Management Llc 11
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 11
Standard Life Investments LTD 11
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 11
Foundry Partners, LLC 11
Pinz Capital Management, LP 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 11
BTC Capital Management, Inc. 11
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 11
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 11
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 11
Dean Investment Associates, Llc 11
KIFAX - Forward Funds - Salient Select Income Fund Class A 11
Oakbrook Investments Llc 11
Intentional Wealth Strategies, LLC 11
Savior LLC 11
Confluence Investment Management Llc 11
Gyl Financial Synergies, Llc 11
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 11
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 11
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 11
Blume Capital Management, Inc. 11
Callodine Capital Management, LP 11
Appleton Partners Inc/ma 11
Cannell Peter B & Co Inc 11
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 11
683 Capital Management, LLC 11
Americana Partners, LLC 11
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 11
Phoenix Holdings Ltd. 11
Verity Asset Management, Inc. 11
Bellevue Asset Management, Llc 11
Banco Bilbao Vizcaya Argentaria, S.a. 11
Capital Advisory Group Advisory Services, LLC 11
Sentry Investment Management Llc 11
Clear Street Llc 11
Dynamic Technology Lab Pte Ltd 11
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 11
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 11
Osborn Rohs Williams & Donohoe Ltd 11
Gen-Wealth Partners Inc 11
PARK CIRCLE Co 11
Calvert Investment Management, Inc. 11
Tarbox Family Office, Inc. 11
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 11
Bridges Investment Management Inc 11
WealthTrust Fairport, LLC 11
Alpha Paradigm Partners, LLC 11
First Midwest Bank Trust Division 11
Next Capital Management LLC 11
First Foundation Advisors 11
Ridgewood Investments LLC 11
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 11
Partners Group Private Equity (master Fund), Llc 11
Albion Financial Group /ut 11
Dearborn Partners Llc 11
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 11
Omnia Family Wealth, LLC 11
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 11
Oxbow Advisors, LLC 11
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 11
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 11
Royce Global Value Trust, Inc. 11
BancorpSouth Bank 11
AlphaMark Advisors, LLC 11
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 11
Kentucky Retirement Systems Insurance Trust Fund 11
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 11
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 11
UMPIX - Profunds - Ultramid-cap Profund Investor Class 11
MDPIX - Profunds - Mid-cap Profund Investor Class 11
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 11
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 11
Advisors Capital Management, LLC 11
Santa Fe Partners LLC 11
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
Core Wealth Advisors, Llc 11
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 11
TRUE Private Wealth Advisors 11
Foxby Corp. 11
Meeder Advisory Services, Inc. 11
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 11
Readystate Asset Management Lp 11
Old Mutual Customised Solutions (proprietary) Ltd 11
Vertex One Asset Management Inc. 11
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 11
Dai-Ichi Life Insurance Company, Ltd 11
Chesapeake Asset Management Llc 11
Moloney Securities Asset Management, LLC 11
Ellis Investment Partners, LLC 11
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 11
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 11
Calton & Associates, Inc. 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
Kula Investments, LLC 11
Naples Global Advisors, Llc 11
Qs Batterymarch Financial Management, Inc 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
Reynolds Capital Management Llc 11
Capital Investment Advisors, LLC 11
Guggenheim Strategic Opportunities Fund 11
Phocas Financial Corp. 11
Greenland Capital Management LP 11
Impax Asset Management Group plc 11
Buckingham Strategic Wealth, Llc 11
Shikiar Asset Management Inc 11
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 11
Mizuho Trust & Banking Co., Ltd. 11
Granite Investment Partners, LLC 11
Caitlin John, LLC 11
Redpoint Investment Management Pty Ltd 11
Unigestion Holding SA 11
Main Street Group, LTD 11
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 11
Alpha Omega Wealth Management LLC 11
Axiom Investment Management LLC 11
EAM Global Investors LLC 11
Lmp Capital & Income Fund Inc. 11
Symmetry Partners, LLC 11
Krane Funds Advisors LLC 11
Capital Impact Advisors, LLC 11
Waratah Capital Advisors Ltd. 11
Jackson Square Capital, Llc 11
Emerald Investment Partners, Llc 11
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 11
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 11
Accel Wealth Management 11
Triad Wealth Partners, LLC 11
Banque Transatlantique SA 11
Harvest Group Wealth Management, Llc 11
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 11
STXM - EA Series Trust - Strive Mid-Cap ETF 11
Blackstone Group Inc 11
Trust Co Of Toledo Na /oh/ 11
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 11
Rathbone Brothers plc 11
Mount Lucas Management LP 11
SLIM - Janus Detroit Street Trust - The Obesity ETF 11
J.Safra Asset Management Corp 11
Frec Markets, Inc. 11
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 11
Honeywell International Inc 11
Munder Capital Management 11
Virtue Capital Management, LLC 11
Markel Corp 11
Chiron Investment Management, LLC 11
Eaton Vance Short Duration Diversified Income Fund 11
WealthTrust-Arizona, LLC 11
Teton Westwood Funds 11
Cowen And Company, Llc 11
Wealth Preservation Advisors, LLC 11
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 11
Coastal Bridge Advisors, LLC 11
Sierra Capital LLC 11
Winfield Associates, Inc. 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 11
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 11
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 11
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 11
Wright Investors Service Inc 11
Tiverton Asset Management Llc 11
Arbiter Partners Capital Management LLC 11
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 11
General Motors Investment Management Corp 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 11
Portside Wealth Group, LLC 11
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 11
Global Endowment Management, LP 11
Foster & Motley Inc 11
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 11
RFG Advisory, LLC 11
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 11
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 11
Burney Co/ 11
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 11
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 11
JBF Capital, Inc. 11
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 11
ACG Wealth 11
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 11
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 10
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 10
Meketa Capital, LLC 10
Girard Partners Ltd. 10
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 10
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 10
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 10
Parsons Capital Management Inc/ri 10
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 10
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 10
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 10
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 10
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 10
IWC - iSHARES TRUST - iShares Micro-Cap ETF 10
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 10
IXG - iSHARES TRUST - iShares Global Financials ETF 10
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 10
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 10
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 10
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 10
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 10
Wellington Grp LLC 10
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 10
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 10
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 10
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 10
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 10
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 10
Guerra Advisors Inc 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 10
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 10
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 10
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 10
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 10
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 10
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 10
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 10
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 10
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 10
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 10
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 10
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 10
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 10
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 10
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 10
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 10
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 10
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 10
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 10
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 10
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 10
Profunds - Profund Vp Mid-cap Growth 10
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 10
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 10
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 10
New Amsterdam Partners Llc/ny 10
Clifford Swan Investment Counsel Llc 10
Vanguard Explorer Fund 10
Channing Capital Management, LLC 10
Adirondack Trust Co 10
Hirtle Callaghan & Co LLC 10
Beach Investment Counsel Inc/pa 10
Generali Asset Management SPA SGR 10
Roble, Belko & Company, Inc 10
First National Trust Co 10
LBA Wealth Management, LLC 10
Whitebox Advisors Llc 10
Stonebridge Financial Group, LLC 10
Jump Trading, LLC 10
Choate Investment Advisors 10
Odyssean, LLC 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 10
Barrett Asset Management, LLC 10
Equitec Specialists, Llc 10
Griffin Asset Management, Inc. 10
Scout Investments, Inc. 10
Investment Centers Of America Inc 10
Atwood & Palmer Inc 10
Wall Street Financial Group, Inc. 10
Kelly Financial Services LLC 10
YHB Investment Advisors, Inc. 10
Friedenthal Financial 10
Breakwater Investment Management 10
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 10
Maple Securities Usa Inc 10
Thompson Investment Management, Inc. 10
M&G Plc 10
Private Wealth Partners, LLC 10
Kanaly Trust Co 10
Pineridge Advisors LLC 10
Planning Capital Management Corp 10
NorthCoast Asset Management LLC 10
CI Global Investments Inc. 10
Havemeyer Place LP 10
Bank Of Hawaii 10
Prospector Partners Llc 10
Gofen & Glossberg Llc /il/ 10
Hussman Strategic Advisors, Inc. 10
Bray Capital Advisors 10
Cypress Capital Management LLC (WY) 10
Catalytic Wealth RIA, LLC 10
Dynamic Advisor Solutions LLC 10
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 10
Wade G W & Inc 10
Ares Financial Consulting, LLC 10
West Oak Capital, LLC 10
VNBTrust, National Association 10
Jamison Private Wealth Management, Inc. 10
Detwiler Fenton Investment Management LLC 10
TrimTabs Asset Management, LLC 10
J. Goldman & Co LP 10
Bruderman Asset Management, LLC 10
Beacon Investment Advisory Services, Inc. 10
Basso Capital Management, L.p. 10
Polaris Wealth Advisory Group, LLC 10
Ssi Investment Management Llc 10
Exencial Wealth Advisors, Llc 10
Comerica Securities Inc 10
Bremer Trust National Association 10
iA Global Asset Management Inc. 10
EA Series Trust 10
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 10
Rotella Capital Management, Inc. 10
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 10
Vinva Investment Management Ltd 10
PFG Investments, LLC 10
Nilsine Partners, LLC 10
USS Investment Management Ltd 10
Aventura Private Wealth, LLC 10
Mill Creek Capital Advisors, LLC 10
Mint Tower Capital Management B.V. 10
Exane Derivatives 10
Godsey & Gibb Associates 10
Shanda Payment Holdings Ltd. 10
Icon Wealth Advisors, LLC 10
Rothschild Asset Management Inc 10
Bahl & Gaynor Inc 10
Schechter Investment Advisors, LLC 10
ICA Group Wealth Management, LLC 10
Scoria Capital Partners LP 10
Ruggie Capital Group 10
Alpenglow Capital LP 10
Smallcap World Fund Inc 10
Concentric Capital Strategies, LP 10
Trustmark National Bank Trust Department 10
Gardner Lewis Asset Management L P 10
My Personal CFO, LLC 10
Lebenthal Asset Management, LLC 10
National Philanthropic Trust 10
Decade Capital Management Llc 10
City State Bank 10
Ascent Group, LLC 10
BlueCrest Capital Management LLP 10
Formula Growth Ltd 10
CastleKnight Management LP 10
Stux Capital Management, LLC 10
Phase 2 Partners, LLC 10
Journey Strategic Wealth Llc 10
Mascoma Wealth Management LLC 10
Meridian Wealth Management, LLC 10
Coatue Management Llc 10
Stonegate Investment Group, LLC 10
Adviser Investments LLC 10
R&F Capital Advisors LP 10
Desjardins Global Asset Management Inc. 10
Doyle Wealth Management 10
Wayfinding Financial, LLC 10
Sterling Investment Advisors, Ltd. 10
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 10
Close Asset Management Ltd 10
IFG Advisory, LLC 10
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 10
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 10
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 10
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 10
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 10
Counterpoint Mutual Funds LLC 10
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 10
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 10
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 10
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 10
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 10
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 10
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 10
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 10
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 10
Eaton Vance Floating-rate 2022 Target Term Trust 10
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 10
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 10
Kowal Investment Group, LLC 10
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 10
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 10
Cohen & Steers Select Preferred & Income Fund, Inc. 10
Investment Management Corp of Ontario 10
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 10
Sittner & Nelson, Llc 10
Transamerica Partners Funds Group Ii 10
Transamerica Partners Funds Group 10
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 10
Lebenthal Global Advisors, LLC 10
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 10
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 10
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 10
HYLD - Exchange Listed Funds Trust - High Yield ETF 10
Cramer Rosenthal Mcglynn Llc 10
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 10
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 10
Primark Private Equity Investments Fund 10
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 10
Rivernorth Opportunities Fund, Inc. 10
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 10
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 10
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 10
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 10
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 10
Calamos Dynamic Convertible & Income Fund 10
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 10
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 10
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 10
Advisor OS, LLC 10
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 10
Burgundy Asset Management Ltd. 10
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 10
Acap Strategic Fund 10
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 10
MASTER BOND LLC - Master Total Return Portfolio 10
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 10
RBB FUND, INC. - Adara Smaller Companies Fund 10
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 10
Carmichael Hill & Associates, Inc. 10
Smh Capital Advisors Inc 10
Taylor Hoffman Wealth Management 10
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 10
Rakuten Investment Management, Inc. 10
180 Wealth Advisors, Llc 10
Independent Financial Group, Llc 10
Amica Mutual Insurance Co 10
Measured Wealth Private Client Group, LLC 10
Banco de Sabadell, S.A 10
Marino, Stram & Associates Llc 10
tru Independence LLC 10
Cvi Holdings, Llc 10
Quad-Cities Investment Group, LLC 10
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
Foundations Investment Advisors, LLC 10
Steigerwald, Gordon & Koch Inc. 10
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 10
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 10
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 10
Wakefield Asset Management LLLP 10
Nachman Norwood & Parrott, Inc 10
Evolution Wealth Advisors, LLC 10
Allred Capital Management, LLC 10
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 10
Costello Asset Management, INC 10
Paradigm Financial Partners, Llc 10
Aptus Capital Advisors, LLC 10
Gladstone Institutional Advisory LLC 10
Magnus Financial Group LLC 10
Ostrum Asset Management 10
VisionPoint Advisory Group, LLC 10
L2 Asset Management, LLC 10
Wealthbridge Capital Management, Llc 10
Qtron Investments LLC 10
Princeton Global Asset Management LLC 10
Anfield Capital Management, LLC 10
CBIZ Investment Advisory Services, LLC 10
Easterly Investment Partners Llc 10
Bremer Bank National Association 10
Spdr S&p Midcap 400 Etf Trust 10
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 10
Personal Cfo Solutions, Llc 10
Williams Jones Wealth Management, LLC. 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 10
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 10
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 10
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 10
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 10
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 10
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 10
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 10
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 10
NOMIX - Northern Funds - Northern Mid Cap Index Fund 10
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 10
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 10
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 10
VGLSX - VALIC Co I - Global Strategy Fund 10
VCSMX - VALIC Co I - Small Cap Fund 10
VMIDX - VALIC Co I - Mid Cap Index Fund 10
VBCVX - VALIC Co I - Systematic Value Fund 10
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 10
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 10
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 10
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 10
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 10
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 10
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 10
Tsfg, Llc 10
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 10
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 10
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 10
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 10
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 10
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 10
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 10
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 10
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 10
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 10
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 10
PFG Private Wealth Management, LLC 10
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 10
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 10
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 10
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 10
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 10
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 10
SVPIX - Profunds - Small-cap Value Profund Investor Class 10
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 10
SGPIX - Profunds - Small-cap Growth Profund Investor Class 10
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 10
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 10
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 10
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 10
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 10
Meketa Investment Group Inc /adv 10
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 10
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 10
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 10
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 10
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 10
Lenox Wealth Management, Inc. 10
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 10
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 10
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 10
Savvy Advisors, Inc. 9
McAdam, LLC 9
New England Research & Management, Inc. 9
Clean Yield Group 9
Winch Advisory Services, LLC 9
Advisory Alpha, LLC 9
Blue Arrow Capital Management Llc 9
Orrstown Financial Services Inc 9
Gdl Fund 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 9
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 9
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 9
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 9
Citizens Business Bank 9
Waddell & Associates, Llc 9
Wealthsource Partners, Llc 9
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 9
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 9
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 9
Madison Wealth Management 9
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 9
ICONIQ Capital, LLC 9
Interchange Capital Partners, LLC 9
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 9
Trifecta Capital Advisors, LLC 9
Banco BTG Pactual S.A. 9
Romano Brothers And Company 9
Islay Capital Management, Llc 9
Engle Capital Management, L.P. 9
Klingman & Associates, LLC 9
Congress Asset Management Co /ma 9
Migdal Insurance & Financial Holdings Ltd. 9
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 9
Advance Capital I Inc 9
Allegis Investment Advisors, LLC 9
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 9
Custom Index Systems, Llc 9
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 9
John Hancock Financial Opportunities Fund 9
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 9
Partners Group Holding AG 9
TCTC Holdings, LLC 9
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 9
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 9
Dai-ichi Life Holdings, Inc. 9
Ninety One UK Ltd 9
Neuburgh Advisers LLC 9
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 9
First National Bank Of Omaha 9
Angeles Wealth Management, Llc 9
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 9
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 9
Private Ocean, LLC 9
Lombard Odier Asset Management (Europe) Ltd 9
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 9
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 9
Heron Bay Capital Management 9
44 Wealth Management Llc 9
Summit Partners Public Asset Management, Llc 9
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 9
Beaird Harris Wealth Management, LLC 9
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 9
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 9
Tyers Asset Management LLC 9
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 9
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 9
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 9
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
Park Square Financial Group, LLC 9
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 9
NOBOX - Northern Funds - Northern Bond Index Fund 9
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 9
NinePointTwo Capital 9
West Family Investments, Inc. 9
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 9
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 9
Fourth Dimension Wealth, LLC 9
Fortis Capital Advisors, LLC 9
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 9
PENN SERIES FUNDS INC - Small Cap Value Fund 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 9
Handelsinvest Investeringsforvaltning 9
WUSAX - WANGER ADVISORS TRUST - Wanger USA 9
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 9
V Wealth Advisors LLC 9
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 9
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 9
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 9
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 9
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 9
American Funds Insurance Series 9
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 9
Country Trust Bank 9
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 9
Sirios Capital Management L P 9
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 9
ULPIX - Profunds - Ultrabull Profund Investor Class 9
BLPIX - Profunds - Bull Profund Investor Class 9
Northern Right Capital Management, L.P. 9
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 9
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 9
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 9
Altfest L J & Co Inc 9
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 9
Power Corp of Canada 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 9
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 9
TIMOTHY PLAN - Timothy Strategic Variable 9
City National Bank 9
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 9
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 9
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 9
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 9
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 9
Halbert Hargrove Global Advisors, Llc 9
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 9
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 9
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 9
H2o Am Llp 9
VVSCX - VALIC Co I - Small Cap Value Fund 9
Raab & Moskowitz Asset Management LLC 9
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 9
Old Second National Bank Of Aurora 9
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 9
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 9
Amica Retiree Medical Trust 9
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 9
Frontier Capital Management Co Llc 9
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 9
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 9
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 9
Corrado Advisors, Llc 9
Sterneck Capital Management, LLC 9
Nemes Rush Group LLC 9
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 9
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 9
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 9
Stamos Capital Partners, L.p. 9
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 9
Hohimer Wealth Management, Llc 9
Profunds - Profund Vp Small-cap Value 9
Asahi Life Asset Management Co., Ltd. 9
Profunds - Profund Vp Small-cap Growth 9
Islet Management, LP 9
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 9
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 9
Chilton Investment Co Llc 9
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 9
Peapack Gladstone Financial Corp 9
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 9
Horizon Investment Services, LLC 9
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 9
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 9
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 9
RiverFront Investment Group, LLC 9
Coe Capital Management, LLC 9
Great Lakes Retirement, Inc. 9
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 9
Axiom International Investors Llc /de 9
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 9
Avanza Fonder AB 9
Ascend Capital, Llc 9
Voya Global Advantage & Premium Opportunity Fund 9
Lansforsakringar Fondforvaltning AB (publ) 9
Matarin Capital Management, LLC 9
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 9
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 9
Ruffer LLP 9
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 9
M Holdings Securities, Inc. 9
Profunds - Profund Vp Bull 9
Ironwood Investment Counsel, LLC 9
Profunds - Profund Vp Ultrabull 9
Enlightenment Research, LLC 9
Total Clarity Wealth Management, Inc. 9
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 9
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 9
RMR Wealth Builders 9
Bridgecreek Investment Management, LLC 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 9
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 9
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 9
Essex Savings Bank 9
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 9
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 9
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 9
Strategic Wealth Advisors Group, LLC 9
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 9
ASR Vermogensbeheer N.V. 9
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 9
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 9
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 9
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 9
SSO - PROSHARES TRUST - ProShares Ultra S&P500 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 9
Graves-Light Private Wealth Management, Inc. 9
National Pension Service 9
Pier 88 Investment Partners Llc 9
Algebris (uk) Ltd 9
Redhawk Wealth Advisors, Inc. 9
Arcadia Investment Management Corp/mi 9
Df Dent & Co Inc 9
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 9
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 9
Winton Capital Management Ltd 9
Bbr Partners, Llc 9
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 9
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 9
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 9
Consolidated Planning Corp 9
Mizuho Asset Management Co.,Ltd. 9
Uniplan Investment Counsel, Inc. 9
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 9
Total Investment Management Inc 9
Legacy Wealth Managment, LLC/ID 9
Gluskin Sheff & Assoc Inc 9
Minichmacgregor Wealth Management, Llc 9
Morningstar Investment Services LLC 9
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 9
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 9
Davis Capital Management 9
Radnor Capital Management, LLC 9
Granahan Investment Management Inc/ma 9
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 9
Gables Capital Management Inc. 9
Rosenberg Matthew Hamilton 9
Intact Investment Management Inc. 9
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 9
CTC Alternative Strategies, Ltd. 9
Edge Asset Management, Inc 9
VSR Financial Services, Inc. 9
New Jersey Better Educational Savings Trust 9
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 9
NuWave Investment Management, LLC 9
Chicago Capital, LLC 9
Ceredex Value Advisors LLC 9
NEOS Investment Management LLC 9
Claybrook Capital, LLC 9
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 9
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 9
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 9
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 9
Pin Oak Investment Advisors Inc 9
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 9
Arcus Capital Partners, LLC 9
Ranger International Management, LP 9
Kendall Capital Management 9
Aberdeen Asset Management Plc/uk 9
VestGen Advisors, LLC 9
Osterweis Capital Management Inc 9
Family Management Corp 9
Fairfield, Bush & Co. 9
Connable Office Inc 9
Hennessy Advisors Inc 9
Strategy Asset Managers Llc 9
Byrne Asset Management LLC 9
Providence Capital Advisors, LLC 9
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 9
Kiley Juergens Wealth Management, Llc 9
First Command Financial Services, Inc. 9
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 9
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 9
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 9
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 9
Poehling Capital Management, LLC 9
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 9
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 9
Carillon Tower Advisers, Inc. 9
Glass Jacobson Investment Advisors llc 9
Gladius Capital Management LP 9
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 9
Independence Bank of Kentucky 9
Fiduciary Group LLC 9
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 9
Bedel Financial Consulting, Inc. 9
Miller Howard Investments Inc /ny 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 9
Clarus Wealth Advisors 9
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 9
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 9
Perpetual Ltd 9
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 9
Sagespring Wealth Partners, Llc 9
Seizert Capital Partners, Llc 9
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 9
Amplify ETF Trust - Amplify AI Powered Equity ETF 9
LVW Advisors, LLC 9
Redwood Wealth Management Group, LLC 9
Optimize Financial Inc 9
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 9
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 9
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 9
Sugarloaf Wealth Management, LLC 9
Logan Capital Management Inc 9
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 9
Tiedemann Advisors, Llc 9
Man Investments Ltd 9
Douglass Winthrop Advisors, LLC 9
Marshall & Sterling Wealth Advisors Inc. 9
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 9
SEB Asset Management AB 9
Ridgeworth Funds 9
STRV - EA Series Trust - Strive 500 ETF 9
Mraz, Amerine & Associates, Inc. 9
Mercer Capital Advisers, Inc. 9
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 9
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 9
Herold Advisors, Inc. 9
Chemical Bank 9
Prosperity Consulting Group, LLC 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 9
3 Factor Indexing, Llc 9
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 9
Calamos Global Dynamic Income Fund 9
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 9
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 9
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 9
St Germain D J Co Inc 9
Horizons Etf Trust I 9
Tiaa, Fsb 9
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 9
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 9
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 9
Telemetry Investments, L.L.C. 9
Corient Capital Partners, LLC 9
Gw Henssler & Associates Ltd 9
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 9
Resona Asset Management Co.,Ltd. 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
Segment Wealth Management, LLC 9
Jeppson Wealth Management, Llc 9
Financiere des Professionnels - Fonds d,investissement inc. 9
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 9
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 9
Munder Series Trust 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 9
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 9
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 9
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 9
Ankerstar Wealth, LLC 9
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 9
QCM Cayman, Ltd. 9
Clearview Wealth Advisors LLC 9
Verity & Verity, LLC 9
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 9
Voisard Asset Management Group, Inc. 9
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 9
Bryce Point Capital, LLC 9
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 9
1015 Capital Partners, LLC 9
Grey Fox Wealth Advisors, LLC 9
Chicago Capital Management, LLC 9
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 9
GLG Partners LP 9
Perbak Capital Partners LLP 9
Campbell Multi-strategy Trust 9
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 9
Bellwether Advisors, LLC 9
First National Bank Sioux Falls 9
Prescott Group Capital Management, L.l.c. 9
Brighton Jones Llc 9
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 9
Amplius Wealth Advisors, LLC 9
Hilton Head Capital Partners, LLC 9
TIG Advisors, LLC 9
Northeast Financial Consultants Inc 9
Cim Investment Mangement Inc 9
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 9
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 9
Polymer Capital Management (HK) LTD 9
Capitolis Liquid Global Markets LLC 9
Denver Investment Advisors Llc 9
Tdam Usa Inc. 9
Context Capital Management, LLC 9
Plato Investment Management Ltd 9
Richardson Capital Management LLC 9
Wilmington Trust, National Association 9
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 9
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 9
Cornerstone Advisory, LLC 9
Ogorek Anthony Joseph /ny/ /adv 9
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 9
Fideuram Asset Management (Ireland) dac 9
Triangle Securities Wealth Management 9
Stonehage Fleming Financial Services Holdings Ltd 9
Kingfisher Capital LLC 9
Karpus Management, Inc. 9
Kohlberg Kravis Roberts & Co. L.P. 9
Investors Portfolio Services LLC 9
Us Global Investors Funds 9
Atlantic Edge Private Wealth Management, LLC 9
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 9
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 8
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 8
VSTIX - VALIC Co I - Stock Index Fund 8
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 8
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 8
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 8
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8
VCBCX - VALIC Co I - Blue Chip Growth Fund 8
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 8
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 8
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8
PACIFIC SELECT FUND - Equity Index Portfolio Class I 8
Medallion Wealth Advisors, LLC 8
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 8
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 8
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 8
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 8
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 8
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 8
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 8
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 8
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 8
Compton Capital Management Inc /ri 8
AXS Investments LLC 8
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 8
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 8
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 8
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 8
Carlson Capital L P 8
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 8
Bragg Financial Advisors, Inc 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 8
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 8
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 8
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 8
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 8
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 8
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 8
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 8
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 8
Coronation Fund Managers Ltd. 8
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
Empirical Finance, LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 8
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 8
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 8
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 8
Springhouse Capital Management, LP 8
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 8
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 8
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 8
Dean Capital Management 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 8
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 8
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 8
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 8
Piscataqua Savings Bank 8
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 8
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 8
Systematic Alpha Investments, LLC 8
Mayflower Financial Advisors, LLC 8
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 8
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 8
Raiff Partners Inc 8
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 8
Everhart Financial Group, Inc. 8
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 8
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 8
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 8
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 8
O'ROURKE & COMPANY, Inc 8
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 8
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 8
Delphi Private Advisors LLC 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 8
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 8
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 8
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 8
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 8
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 8
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 8
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 8
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 8
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 8
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 8
Pensionfund DSM Netherlands 8
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 8
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 8
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 8
Diamond Hill Capital Management Inc 8
Apex Capital Management 8
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 8
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 8
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 8
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 8
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 8
Trust Asset Management LLC 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 8
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 8
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 8
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 8
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 8
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 8
Green Square Capital Advisors Llc 8
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 8
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 8
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 8
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 8
Owl Creek Asset Management, L.P. 8
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 8
LGT Financial Advisors LLC 8
Banco Santander, S.A. 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 8
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 8
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 8
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 8
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 8
PWS - Pacer Funds Trust - Pacer WealthShield ETF 8
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 8
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 8
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 8
Luken Investment Analytics, LLC 8
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 8
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 8
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 8
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 8
Strategic Investment Solutions, Inc. /IL 8
Kozak & Associates, Inc. 8
Cohen & Steers Infrastructure Fund Inc 8
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 8
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 8
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 8
MLPIX - Profunds - Mid-cap Value Profund Investor Class 8
LVPIX - Profunds - Large-cap Value Profund Investor Class 8
Bulldog Investors, LLP 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 8
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 8
Oliver Luxxe Assets LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 8
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 8
First PREMIER Bank 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 8
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 8
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 8
Tritonpoint Wealth, Llc 8
Angelo Gordon & Co., L.p. 8
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 8
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 8
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 8
Retirement Planning Co of New England, Inc. 8
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 8
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 8
Sig Brokerage, Lp 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 8
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 8
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 8
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 8
MML Series Investment Fund II - MML Blend Fund Initial Class 8
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 8
Credential Qtrade Securities Inc. 8
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 8
Dalton Greiner Hartman Maher & Co 8
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 8
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 8
Talon Private Wealth, LLC 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
Saudi Central Bank 8
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 8
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 8
Fortitude Advisory Group L.L.C. 8
Rocky Mountain Advisers, Llc 8
Twin Focus Capital Partners, Llc 8
Stelac Advisory Services LLC 8
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 8
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 8
Spirit Of America Management Corp/ny 8
Avidian Wealth Solutions, LLC 8
EHP Funds Inc. 8
EdgeRock Capital LLC 8
Offit Capital Advisors Llc 8
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 8
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 8
TENOR CAPITAL MANAGEMENT Co., L.P. 8
University Of Texas/texas Am Investment Managment Co 8
Fort Point Capital Partners LLC 8
Wetzel Investment Advisors, Inc. 8
Householder Group Estate & Retirement Specialist, LLC 8
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 8
Czech National Bank 8
Sumit Capital, Llc 8
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 8
Mark Asset Management Lp 8
Adams Diversified Equity Fund, Inc. 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 8
Intrinsic Edge Capital Management LLC 8
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 8
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 8
Signature Resources Capital Management, LLC 8
1st Global Advisors, Inc. 8
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 8
Northwest Financial Advisors 8
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 8
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 8
Fortis Advisors, LLC 8
DT Investment Partners, LLC 8
Charter Oak Capital Management, LLC 8
RiverPark Advisors, LLC 8
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 8
Intersect Capital LLC 8
Whalen Wealth Management Inc. 8
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 8
Baltimore-Washington Financial Advisors, Inc. 8
Wilmington Funds Management Corp 8
Reby Advisors, LLC 8
Vermillion & White Wealth Management Group, LLC 8
Modern Wealth Management, LLC 8
Godfrey Financial Associates, Inc. 8
Annapolis Financial Services, LLC 8
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 8
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 8
Guardian Wealth Management, Inc. 8
Degroof Petercam Asset Management 8
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 8
Sanders Morris Harris Llc 8
Cca Investments Trust 8
ProVise Management Group, LLC 8
Absolute Capital Management, LLC 8
Baker Tilly Financial, Llc 8
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF 8
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 8
Ellsworth Advisors, LLC 8
Boston Provident, L.p. 8
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 8
USVT - Ultimus Managers Trust - US VALUE ETF 8
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 8
Reuter James Wealth Management, Llc 8
Marshall Financial Group LLC 8
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 8
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 8
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 8
Keeley-Teton Advisors, LLC 8
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 8
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 8
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 8
Eagle Global Advisors Llc 8
Fidelis Capital Partners, LLC 8
Wcm Investment Management, Llc 8
Adalta Capital Management LLC 8
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 8
Advent Claymore Convertible Securities & Income Fund 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 8
Platform Technology Partners 8
Vanguard National Trust Co 8
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 8
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 8
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 8
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 8
STFGX - Advisers Investment Trust - State Farm Growth Fund 8
STFBX - Advisers Investment Trust - State Farm Balanced Fund 8
L & S Advisors Inc 8
Delta Lloyd Nv 8
Osborne Partners Capital Management, Llc 8
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 8
Corbenic Partners LLC 8
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 8
Coastline Trust Co 8
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 8
AlphaStar Capital Management, LLC 8
Traub Capital Management LLC 8
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 8
Advocate Investing Services LLC 8
Wells Fargo Global Dividend Opportunity Fund 8
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 8
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 8
Banyan Partners, LLC 8
Loews Corp 8
CCMG - EA Series Trust - CCM Global Equity ETF 8
Ferris Capital, Llc 8
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 8
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 8
Strategic Global Advisors, LLC 8
Affinity Investment Advisors, Llc 8
PartnerRe Asset Management CORP 8
Calamos Convertible Opportunities & Income Fund 8
Cubic Asset Management, LLC 8
Calamos Convertible & High Income Fund 8
Flow Traders U.s. Llc 8
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 8
P Schoenfeld Asset Management Lp 8
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 8
Nikko Asset Management Americas, Inc. 8
GM Advisory Group, Inc. 8
OpenArc Corporate Advisory, LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
Osmosis Investment Management UK Ltd 8
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 8
Bel Air Investment Advisors Llc 8
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 8
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 8
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 8
WestEnd Advisors, LLC 8
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 8
Acuity Investment Management Inc 8
High Point Bank & Trust Co 8
Avalon Trust Co 8
Absolute Gestao de Investimentos Ltda. 8
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 8
Saba Capital Management, L.P. 8
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 8
Armistice Capital, Llc 8
WFA of San Diego, LLC 8
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 8
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 8
Pekin Hardy Strauss, Inc. 8
CPI - IndexIQ ETF Trust - IQ Real Return ETF 8
Piermont Capital Management LLC 8
Ab Pooling Portfolios 8
Securian Funds Trust - SFT Index 500 Fund Class 1 8
AUERX - Unified Series Trust - Auer Growth Fund 8
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 8
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 8
Contrarius Investment Management Ltd 8
Ofi Invest Asset Management 8
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 8
Bp Plc 8
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 8
Trilogy Capital Inc. 8
Keystone Financial Group 8
DC Investments Management, LLC 8
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 8
La Banque Postale Asset Management SA 8
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8
Global Trust Asset Management, LLC 8
Parisi Gray Wealth Management 8
Lebenthal Holdings,LLC 8
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 8
Monarch Partners Asset Management LLC 8
Goelzer Investment Management, Inc. 8
Alphasimplex Group, Llc 8
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 8
Core Alternative Capital 8
Aureus Asset Management, LLC 8
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 8
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 8
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 8
Continental Advisors Llc 8
Cupps Capital Management, LLC 8
Lee Danner & Bass Inc 8
Eii Capital Management, Inc. 8
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 8
Pointe Capital Management LLC 8
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 8
Acorn Wealth Advisors, LLC 8
Game Creek Capital, LP 8
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 8
Gilman Hill Asset Management, LLC 8
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 8
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 8
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 8
SeaBridge Investment Advisors LLC 8
Psagot Investment House Ltd. 8
Mainstay Capital Management Llc /adv 8
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
Kohmann Bosshard Financial Services, LLC 8
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 8
ORG Wealth Partners, LLC 8
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 8
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 8
Swift Run Capital Management, LLC 8
NJ State Employees Deferred Compensation Plan 8
Cowen Group, Inc. 8
PFG Advisors 8
Clarius Group, LLC 8
Royal Fund Management, LLC 8
Onefund, Llc 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
Mork Capital Management, LLC 8
Shepherd Kaplan Krochuk, Llc 8
Voya Prime Rate Trust 8
QTR Family Wealth, LLC 8
Glg Inc. 8
LMR Master Fund Ltd 8
Graypoint LLC 8
Abn Amro Investment Solutions 8
Selective Wealth Management, Inc. 8
State of New Jersey Common Pension Fund A 8
Welch & Forbes Llc 8
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 8
Farmers & Merchants Trust Co of Chambersburg PA 8
Calamos Long/Short Equity & Dynamic Income Trust 8
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 8
Cooper Financial Group 8
Clarkston Capital Partners, LLC 8
HighMark Wealth Management LLC 8
Summit Financial Wealth Advisors, LLC 8
Sagewood Asset Management LP 8
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 8
Old North State Trust, LLC 8
EFG Asset Management (North America) Corp. 8
Guardian Capital Lp 8
FSA Wealth Management LLC 8
Mizuho Securities Usa Llc 8
Sargent Investment Group, LLC 8
Stratos Wealth Advisors, LLC 8
Kera Capital Partners, Inc. 8
Voya Global Equity Dividend & Premium Opportunity Fund 8
Union Bancaire Privee, UBP SA 8
Live Your Vision, LLC 8
Deseret Mutual Benefit Administrators 8
Us Financial Advisors, Llc 8
Sagefield Capital LP 8
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 8
Mission Wealth Management, Lp 8
PRW Wealth Management LLC 8
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 8
Pacific Capital Wealth Advisors, Inc 8
Keebeck Wealth Management, LLC 8
Alera Investment Advisors, LLC 8
Abc Arbitrage Sa 8
Dagco, Inc. 8
Sierra Ocean, Llc 8
Dv Equities, Llc 8
Invenomic Capital Management LP 8
Ovata Capital Management Ltd 8
Lodestone Wealth Management LLC 8
Carnegie Capital Asset Management, LLC 8
Manchester Financial Inc 8
Capital Advisors Inc/ok 8
Executive Wealth Management, LLC 8
Obermeyer Wood Investment Counsel, Lllp 8
Vulcan Value Partners, LLC 8
Occidental Asset Management, LLC 8
Garrett Wealth Advisory Group, LLC 8
Hunting Hill Global Capital, LLC 8
Proffitt & Goodson Inc 8
Great Valley Advisor Group, Inc. 8
Cornerstone Wealth Group, LLC 8
Gq Asset Management, Llc 8
JMN Financial LLC 8
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 8
Principal Street Partners, LLC 8
Spdr S&p 500 Etf Trust 8
Angel Oak Financial Strategies Income Term Trust 8
Leap Investments Lp 8
Carolina Wealth Advisors, LLC 8
WESPAC Advisors, LLC 8
WMS Partners, LLC 8
Keel Point, LLC 8
Essex Investment Management Co Llc 8
Siemens Fonds Invest GmbH 8
Bank of New Hampshire 8
Cfm Wealth Partners Llc 8
Tealwood Asset Management Inc 8
Invst, LLC 8
Principle Wealth Partners Llc 8
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 8
Hcim Trust 8
Evermay Wealth Management Llc 8
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 8
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 8
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 8
TCF National Bank 8
United Asset Strategies, Inc. 8
Investors Capital Advisory Services 8
Seneschal Advisors, LLC 8
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 8
Lmcg Investments, Llc 8
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 8
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 8
Mcguire Capital Advisors Inc 8
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 8
PENN SERIES FUNDS INC - Index 500 Fund 8
Polianta Ltd 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 8
Wealth Enhancement Trust Services, Inc. 8
Todd Asset Management Llc 8
Intrust Bank Na 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 8
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 8
Motley Fool Asset Management LLC 8
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 8
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 8
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 8
Ingalls & Snyder Llc 8
Aspen Grove Capital, LLC 8
Brave Asset Management Inc 8
Mufg Securities Americas Inc. 8
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 8
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 8
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 8
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 8
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 8
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 8
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 8
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 8
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 8
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 8
Armstrong Advisory Group, Inc 8
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 8
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 8
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 8
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 8
Profunds - Profund Vp Mid-cap Value 8
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 8
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 8
Profunds - Profund Vp Large-cap Value 8
NOSIX - Northern Funds - Northern Stock Index Fund 8
AMCPX - AMCAP FUND - AMCAP FUND Class A 8
Alpha Cubed Investments, LLC 8
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 8
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 8
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 8
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 8
Fairview Capital Investment Management, Llc 8
Periscope Capital Inc. 8
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 8
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 8
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 8
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 8
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 8
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 8
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 8
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 8
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 8
Oarsman Capital, Inc. 8
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 7
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 7
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 7
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 7
Profunds - Profund Vp Large-cap Growth 7
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
Nfj Investment Group, Llc 7
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 7
Bryn Mawr Capital Management Inc 7
Raiffeisen Bank International AG 7
Boyd Watterson Asset Management Llc/oh 7
Private Advisory Group LLC 7
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 7
Cowen Prime Services LLC 7
Basepoint Wealth LLC 7
Lavaca Capital Llc 7
Woodmont Investment Counsel Llc 7
Zullo Investment Group, Inc. 7
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
Financial Advantage, Inc. 7
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 7
Balasa Dinverno & Foltz Llc 7
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 7
Filbrandt Wealth Management, LLC 7
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 7
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 7
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 7
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 7
Sustainable Insight Capital Management, LLC 7
Oddo Bhf Asset Management Sas 7
Tcg Advisors, Lp 7
BOSS - Global X Funds - Global X Founder-Run Companies ETF 7
Seacliff Capital, Llc 7
Alta Fundamental Advisers LLC 7
Stephenson National Bank & Trust 7
Fairman Group, LLC 7
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 7
Chickasaw Capital Management Llc 7
Dsm Capital Partners Llc 7
Winnow Wealth Llc 7
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 7
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 7
Advanced Series Trust - Ast Mid-cap Growth Portfolio 7
Archer Investment Corp 7
VARCOV Co. 7
Isthmus Partners, Llc 7
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 7
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 7
Alphagen Securities Llc 7
Clough Capital Partners L P 7
Argent Advisors, Inc. 7
EULAV Asset Management 7
TrinityPoint Wealth, LLC 7
Winslow Asset Management Inc 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 7
Zevenbergen Capital Investments Llc 7
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 7
Palisade Asset Management, LLC 7
Sepio Capital, LP 7
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 7
MBM Wealth Consultants, LLC 7
Braun Stacey Associates Inc 7
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 7
Achievement Holdings L.P. 7
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 7
Cypress Capital Group 7
Beacon Capital Management, Inc. 7
Capital Management Associates /ny/ 7
Pensionfund Sabic 7
Thoroughbred Financial Services, Llc 7
Blackrock Floating Rate Income Trust 7
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 7
Hanlon Investment Management, Inc. 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 7
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
Patten Group, Inc. 7
Kingdom Financial Group LLC. 7
Cyndeo Wealth Partners, LLC 7
Moody Lynn & Lieberson, Llc 7
Usa Mutuals Advisors, Inc. 7
Estate Counselors, LLC 7
Bank Of The West 7
Barometer Capital Management Inc. 7
S.A. Mason LLC 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
Xtx Markets Llc 7
Fortem Financial Group, Llc 7
Willingdon Wealth Management 7
Key Capital Management, INC 7
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 7
Cherry Tree Wealth Management, LLC 7
York Capital Management Global Advisors, LLC 7
EPG Wealth Management LLC 7
Bank of Jackson Hole Trust 7
Annex Advisory Services, LLC 7
Kathmere Capital Management, LLC 7
Concert Wealth Management Inc. 7
Satuit Capital Management Trust 7
Pacific Global Investment Management Co 7
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 7
Fedenia Advisers LLC 7
Lion Street Advisors, LLC 7
Advyzon Investment Management, LLC 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 7
VVMCX - VALIC Co I - Mid Cap Value Fund 7
CHURCHILL MANAGEMENT Corp 7
MorganRosel Wealth Management, LLC 7
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 7
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 7
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 7
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 7
IFC Holdings Incorporated/FL 7
Edge Capital Group, LLC 7
Wrapmanager Inc 7
Human Investing LLC 7
Arbor Wealth Management, LLC 7
Synergy Investment Management, LLC 7
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 7
Mid Atlantic Financial Management Inc/adv 7
Vision Financial Markets Llc 7
Fortress Investment Group LLC 7
Covenant Partners, LLC 7
Compass Wealth Management LLC 7
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 7
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 7
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 7
Soltis Investment Advisors LLC 7
HGC Investment Management Inc. 7
Douglas Lane & Associates, LLC 7
Lgl Partners, Llc 7
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 7
Alpine Global Dynamic Dividend Fund 7
1776 Wealth LLC 7
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 7
WIREX - PFS FUNDS - Wireless Fund 7
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 7
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 7
Private Management Group Inc 7
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 7
Tiaa Trust, National Association 7
Blackrock Debt Strategies Fund, Inc. 7
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 7
Marks Group Wealth Management, Inc 7
Atlas Private Wealth Management 7
Northeast Investment Management 7
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 7
Blackrock Floating Rate Income Strategies Fund, Inc. 7
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 7
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 7
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 7
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 7
Joseph P. Lucia & Associates, LLC 7
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
Ferguson Wellman Capital Management, Inc 7
Nicolet Advisory Services, Llc 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
Perfromance Wealth Partners, LLC 7
Zhang Financial LLC 7
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 7
Lowe Brockenbrough & Co Inc 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 7
RBA Wealth Management, LLC 7
True Link Financial Advisors, LLC 7
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 7
Stanley-Laman Group, Ltd. 7
Brookwood Investment Group LLC 7
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 7
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 7
Bollard Group LLC 7
Patton Fund Management, Inc. 7
Jackson Wealth Management, LLC 7
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 7
VCSVX - VALIC Co II - Small Cap Value Fund 7
Jump Trading, Llc 7
OneAscent Financial Services LLC 7
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 7
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 7
United Financial Planning Group LLC 7
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 7
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 7
Liberty All Star Growth Fund Inc. 7
Elevated Capital Advisors, LLC 7
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 7
CSM Advisors, LLC 7
Mawer Investment Management Ltd. 7
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 7
Transform Wealth, LLC 7
Stock Yards Bank & Trust Co 7
J.P. Turner & Co Capital Mnagement, LLC 7
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 7
Murphy & Mullick Capital Management Corp 7
Li Winifred I 7
Seaport Global Asset Management Llc 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
Philadelphia Trust Co 7
Ikos Cif Ltd 7
Old Point Trust & Financial Services N A 7
Gierl Augustine Investment Management Inc 7
Mariner Wealth Advisors-NYC, LLC 7
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 7
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 7
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 7
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 7
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 7
RPG Investment Advisory, LLC 7
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 7
Castle Wealth Management Llc 7
Wright Managed Equity Trust 7
Wilmington Trust Co 7
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 7
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 7
REAP Financial Group, LLC 7
Fiduciary Alliance LLC 7
Allegheny Financial Group LTD 7
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 7
MU Investments Co., Ltd. 7
Mediolanum International Funds Ltd 7
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 7
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
DHJJ Financial Advisors, Ltd. 7
Turner Funds 7
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 7
Croft-leominster Inc 7
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 7
CrestPoint Capital Management, LLC 7
Cohen & Steers Total Return Realty Fund Inc 7
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 7
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 7
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 7
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 7
Whitebox Mutual Funds 7
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 7
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 7
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 7
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 7
Orion Capital Management LLC 7
NorthCrest Asset Manangement, LLC 7
Evolution Wealth Management Inc. 7
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 7
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 7
Meristem Family Wealth, LLC 7
Coppell Advisory Solutions Corp. 7
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 7
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 7
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 7
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 7
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 7
Alta Advisers Ltd 7
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 7
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 7
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 7
Caerus Investment Advisors, LLC 7
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
Colonial River Wealth Management, LLC 7
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 7
Advisor Partners Llc 7
O'Neil Global Advisors, Inc. 7
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 7
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 7
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 7
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 7
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 7
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 7
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 7
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 7
Transamerica Partners Portfolios 7
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 7
Silicon Valley Capital Partners 7
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 7
Valued Wealth Advisors LLC 7
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 7
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 7
SkyView Investment Advisors, LLC 7
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 7
Insigneo Advisory Services, Llc 7
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 7
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 7
Knott David M 7
Anchor Capital Advisors Llc 7
Miles Capital, Inc. 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 7
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 7
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 7
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 7
Sentinus, LLC 7
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 7
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 7
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 7
Dodge & Cox 7
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 7
Pzena Investment Management Llc 7
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 7
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 7
Wafra Inc. 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 7
Wintrust Investments Llc 7
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 7
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 7
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 7
Canada Post Corp Registered Pension Plan 7
First Eagle Investment Management, LLC 7
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 7
Symmetry Investments LP 7
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 7
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 7
Aspiriant, Llc 7
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 7
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 7
Curian Capital Llc 7
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 7
Frontier Investment Mgmt Co 7
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 7
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 7
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 7
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 7
Kellner Capital, LLC 7
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 7
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 7
Edmond de Rothschild (Europe) 7
Campbell Newman Asset Management Inc 7
London Co Of Virginia 7
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 7
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 7
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 7
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 7
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 7
Bnp Paribas 7
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 7
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 7
Modera Wealth Management, LLC 7
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 7
American Trust 7
CoreFirst Bank & Trust 7
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 7
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 7
Barnett & Company, Inc. 7
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 7
IMS Capital Management 7
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 7
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 7
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 7
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 7
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 7
Zimmer Partners, LP 7
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 7
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 7
Baader Bank INC 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
Malaga Cove Capital, LLC 7
Bull Harbor Capital LLC 7
Core Bond Portfolio - Core Bond Portfolio 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
Silver Capital Management Llc 7
Capstone Series Fund Inc 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
Triasima Portfolio Management inc. 7
Euclid Advisors LLC 7
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 7
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 7
Steamboat Capital Partners, LLC 7
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 7
Resurgent Financial Advisors LLC 7
Champlain Investment Partners, LLC 7
Community Trust & Investment Co 7
Indiana Trust & Investment Management CO 7
Redmond Asset Management, LLC 7
Cahill Financial Advisors Inc 7
Manning & Napier Group, LLC 7
Hallmark Capital Management Inc 7
Shufro Rose & Co Llc 7
Putnam Investors Fund 7
Industrial Alliance Investment Management Inc. 7
Haverford Trust Co 7
SFY - Tidal ETF Trust - SoFi Select 500 ETF 7
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 7
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 7
Vanguard Specialized Funds 7
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7
Lgt Capital Partners Ltd. 7
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 7
Global X Japan Co., Ltd. 7
Price Wealth Management, Inc. 7
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 7
Westend Capital Management LLC 7
Dominick & Dominick LLC 7
Ally Financial Inc. 7
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 7
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 7
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 7
SOL Capital Management CO 7
Imprint Wealth LLC 7
Viking Global Investors Lp 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
First Command Bank 7
North Star Asset Management Inc 7
Shinko Asset Management Co., Ltd. 7
Seawolf Capital, LLC 7
Sii Investments Inc/wi 7
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 7
Legacy Capital Wealth Partners, LLC 7
Third View Private Wealth, LLC 7
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 7
Guyasuta Investment Advisors Inc 7
Mizuho Markets Americas Llc 7
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 7
Barr E S & Co 7
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 7
BTG Pactual Asset Management US LLC 7
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 7
Gratus Capital LLC 7
Foster Dykema Cabot & Partners, Llc 7
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 7
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 7
Red Tortoise LLC 7
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 7
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 7
Cordoba Advisory Partners LLC 7
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 7
Allstate Investment Management Co 7
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 7
Thomas J. Herzfeld Advisors, Inc. 7
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 7
AlTi Global, Inc. 7
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 7
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 7
Teachers Insurance & Annuity Association Of America 7
TradeLink Global Equity LLC 7
Kingdon Capital Management, L.l.c. 7
Retireful, LLC 7
Gibbs Wealth Management 7
Berkley W R Corp 7
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 7
Aspect Partners, LLC 7
Pfs Investments Inc. 7
Founders Capital Management 7
New York Life Investments Alternatives 7
SevenBridge Financial Group, LLC 7
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 7
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 7
Columbia Partners L L C Investment Management 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
Mark Sheptoff Financial Planning, Llc 7
Seelaus Asset Management LLC 7
Jabre Capital Partners S.A. 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 7
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 7
American Trust Investment Advisors, LLC 7
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 7
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 7
SYM FINANCIAL Corp 7
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 7
Credit Industriel Et Commercial 7
FormulaFolio Investments, LLC 7
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 7
Certified Advisory Corp 7
Ashfield Capital Partners, LLC 7
RVRB - ADVISORS SERIES TRUST - Reverb ETF 7
One Capital Management, LLC 7
Cetera Trust Company, N.A 7
OmniStar Financial Group, Inc. 7
Linscomb & Williams, Inc. 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 7
Davis Selected Advisers 7
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 7
AIEQ - ETF Managers Trust - AI Powered Equity ETF 7
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 7
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 7
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 7
Beese Fulmer Investment Management, Inc. 7
ASB Consultores, LLC 7
First Pacific Advisors, LP 7
Sivia Capital Partners, LLC 7
Groupama Asset Managment 7
Pegasus Partners Ltd. 7
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 7
Southside Capital, Llc 7
Blackstone / Gso Floating Rate Enhanced Income Fund 7
Atlantic Private Wealth, LLC 7
Cumberland Partners Ltd 7
Fenimore Asset Management Inc 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 7
Strategic Advisors LLC 7
Nwq Investment Management Company, Llc 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
Sage Mountain Advisors LLC 7
Reliance Trust Co Of Delaware 7
Silvant Capital Management LLC 7
MBEQX - M FUND INC - M International Equity Fund 7
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 7
Tyler-Stone Wealth Management 7
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 7
Nicolet Bankshares Inc 7
Redmont Wealth Advisors Llc 7
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 7
Walled Lake Planning & Wealth Management, Llc 7
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 7
Searle & Co. 7
Braun-Bostich & Associates Inc. 7
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 7
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 7
Fwl Investment Management, Llc 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
Howard Capital Management Inc. 7
Frontier Wealth Management LLC 7
Founders Financial Securities Llc 7
Ashford Capital Management Inc 7
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 7
Deerfield Management Company, L.p. (series C) 7
Greenline Partners, LLC 7
Boston Financial Mangement Llc 7
Marvin & Palmer Associates Inc 7
Gmt Capital Corp 7
Aj Wealth Strategies, Llc 7
Delphi Management Inc /ma/ 7
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 7
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 7
Accuvest Global Advisors 7
Castle Hook Partners LP 7
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 7
Tidemark, LLC 7
Daiwa Capital Markets America Inc. 7
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 7
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 7
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 7
Gilbert & Cook, Inc. 7
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 7
Summit Wealth Group Llc / Co 7
Daymark Wealth Partners, Llc 7
Bravera Wealth 7
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 7
Hoxton Financial, Inc. 7
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 7
Creekmur Asset Management LLC 7
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 7
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 7
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 7
Delphia (USA) Inc. 7
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 7
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 7
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 7
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 7
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 7
Empirical Asset Management, LLC 7
GlobalBridge, Inc. 7
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
Red Door Wealth Management, LLC 7
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 7
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 7
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
CapWealth Advisors, LLC 7
Jag Capital Management, Llc 7
Bell Rock Capital Llc 7
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 7
Provenance Wealth Advisors, LLC 7
Dynamic Capital Management Ltd 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 6
Garde Capital, Inc. 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
Synergy Financial Management, LLC 6
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 6
Mascagni Wealth Management, Inc. 6
Verdad Advisers, LP 6
Clear Perspective Advisors, LLC 6
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 6
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 6
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 6
Allianzgi Equity & Convertible Income Fund 6
Nicola Wealth Management Ltd. 6
TrueMark Investments, LLC 6
Trust Point Inc. 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 6
Coronation Asset Management (Pty) Ltd. 6
Garrison Bradford & Associates Inc 6
Avitas Wealth Management LLC 6
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 6
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 6
Urban Wealth Management, LLC 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 6
Simply Money Advisors 6
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 6
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 6
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 6
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 6
Partners Capital Investment Group, Llp 6
Guardian Investor Services Llc 6
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 6
Drucker Wealth 3.0, LLC 6
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 6
Cornerstone Advisors Inc 6
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 6
Icc Capital Management Inc/ 6
Rheos Capital Works Inc. 6
Aft, Forsyth & Company, Inc. 6
Green Arrow Capital Management Llc 6
Blackhawk Capital Partners LLC. 6
Carret Asset Management, Llc 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 6
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 6
Financial Management Network Inc 6
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 6
Oberweis Asset Management Inc/ 6
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 6
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 6
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 6
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 6
Ramius Advisors Llc 6
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 6
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 6
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 6
Pier Capital, LLC 6
Van Berkom & Associates Inc. 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 6
JRM Investment Counsel, LLC 6
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
Delta Investment Management, LLC 6
Catamount Wealth Management 6
Schwarz Dygos Wheeler Investment Advisors Llc 6
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 6
Ambassador Advisors, LLC 6
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 6
Curated Wealth Partners LLC 6
Atlanta Capital Management Co L L C 6
Kms Financial Services, Inc 6
Legacy Bridge, LLC 6
Davy Global Fund Management Ltd 6
Inlet Private Wealth, LLC 6
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 6
Parsec Financial Management, Inc. 6
Flaherty & Crumrine Preferred Income Fund Inc 6
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 6
Bridgewater Advisors Inc. 6
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 6
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 6
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 6
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 6
SRB Corp 6
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 6
Catalyst Financial Partners Llc 6
Beck Capital Management, Llc 6
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 6
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 6
Virtus Global Dividend & Income Fund Inc. 6
E&G Advisors, LP 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 6
Groesbeck Investment Management Corp /nj/ 6
Hardy Reed LLC 6
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 6
waypoint wealth counsel 6
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 6
Bienville Capital Management, LLC 6
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 6
Mitsubishi UFJ Securities Holdings Co., Ltd. 6
Element Pointe Advisors, Llc 6
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 6
TD Securities (USA) LLC 6
QUANTRES ASSET MANAGEMENT Ltd 6
Ag2r La Mondiale Gestion D'actifs 6
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 6
Saturna Capital CORP 6
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 6
Radcliffe Capital Management, L.P. 6
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 6
Tiaa-cref Individual & Institutional Services, Llc 6
Intellectus Partners, LLC 6
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 6
Multi-strategy Growth & Income Fund 6
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 6
Livingston Group Asset Management CO (operating as Southport Capital Management) 6
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 6
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 6
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 6
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 6
Koss-Olinger Consulting, LLC 6
Independent Solutions Wealth Management, LLC 6
CG Asset Management LLC 6
Peoples Financial Services Corp. 6
Oribel Capital Management, LP 6
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 6
Greenwich Wealth Management LLC 6
HST Ventures, LLC 6
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 6
MML Series Investment Fund II - MML Equity Fund Initial Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 6
Beryl Capital Management LLC 6
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 6
Guild Investment Management, Inc. 6
Decker Retirement Planning Inc. 6
Boreal Capital Management LLC 6
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 6
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 6
Mogy Joel R Investment Counsel Inc 6
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 6
Landmark Investment Partners, L.p. 6
Fulcrum Asset Management LLP 6
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 6
Fort Pitt Capital Group, Llc 6
Deltec Asset Management Llc 6
Wood Tarver Financial Group, LLC 6
Mpwm Advisory Solutions, Llc 6
Pinnacle Financial Partners, Inc. 6
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 6
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 6
Financial Perspectives, Inc 6
Granite FO LLC 6
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 6
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 6
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 6
Exxonmobil Investment Management Inc /tx 6
Waterfront Wealth Inc. 6
Waldron Private Wealth LLC 6
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 6
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 6
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 6
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 6
Bank Of Nova Scotia Trust Co 6
Net Worth Advisory Group 6
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 6
Walker Asset Management, LLC 6
New Century Financial Group, LLC 6
Yellowstone Partners, LLC 6
ACVF - ETF Opportunities Trust - American Conservative Values ETF 6
Wilkerson Advisory Group LLC 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
Garda Capital Partners Lp 6
Rockland Trust Co 6
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 6
Alpine Bank Wealth Management 6
Wall Street Access Asset Management, LLC 6
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 6
Ipswich Investment Management Co., Inc. 6
Jackson, Grant Investment Advisers, Inc. 6
Napier Financial, LLC 6
Pvg Asset Management Corp 6
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 6
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 6
Ohio National Investments, Inc. 6
Guardian Life Insurance Co Of America 6
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 6
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 6
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 6
Ardsley Advisory Partners Lp 6
Ballast Advisors Llc 6
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 6
Thomasville National Bank 6
Groupe la Francaise 6
Semmax Financial Advisors Inc. 6
Shamrock Asset Management LLC 6
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 6
Apollo Management Holdings, L.P. 6
Hexavest Inc. 6
QVT Financial LP 6
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 6
Greenline Wealth Management LLC 6
National Investment Services Inc /wi 6
Naples Money Management LLC 6
Samjo Management, LLC 6
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 6
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 6
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 6
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 6
Hall Laurie J Trustee 6
Mirova 6
Intercontinental Wealth Advisors, LLC 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 6
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 6
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 6
Wellington Shields & Co., LLC 6
Visionary Wealth Advisors 6
Syntal Capital Partners, LLC 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
Blackrock Master Llc 6
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 6
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 6
Integrity Alliance, Llc. 6
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 6
Actinver Wealth Management, Inc. 6
Roxbury Financial LLC 6
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 6
Riverwater Partners LLC 6
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 6
Meridian Wealth Advisors, LLC 6
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 6
N.E.W. Advisory Services LLC 6
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 6
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 6
Pentwater Capital Management LP 6
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 6
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 6
Windsor Capital Management, LLC 6
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 6
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 6
Leisure Capital Management 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 6
First Commonwealth Financial Corp /pa/ 6
40 North Management LLC 6
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 6
Garton & Associates Financial Advisors LLC 6
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 6
Keystone Investors Pte Ltd 6
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 6
Amica Pension Fund Board Of Trustees 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
Wsfs Capital Management, Llc 6
BankPlus Trust Department 6
Massar Capital Management, LP 6
Cohen Capital Management, Inc. 6
Altus Wealth Group LLC 6
FDO Partners, LLC 6
Alerus Financial Na 6
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 6
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 6
Simmons Bank 6
Red Rocks Capital LLC 6
Better Money Decisions, LLC 6
Carmignac Gestion 6
Oversea-Chinese Banking CORP Ltd 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
Weil Company, Inc. 6
Xxi Wealth, Llc 6
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 6
Brandywine Oak Private Wealth Llc 6
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 6
MONECO Advisors, LLC 6
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 6
Aspire Private Capital, LLC 6
Peregrine Capital Management Llc 6
MIDSX - Midas Series Trust - Midas Fund 6
Chesley Taft & Associates LLC 6
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 6
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 6
Warberg Asset Management LLC 6
Bain Capital Public Equity Management Ii, Llc 6
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 6
Motiv8 Investments LLC 6
Pacific Center for Financial Services 6
JIHDX - John Hancock Funds II - High Yield Fund Class 1 6
Cobalt Capital Management, Inc. 6
Seminole Management Co., Inc. 6
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 6
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 6
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 6
Prentice Wealth Management LLC 6
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 6
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 6
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 6
Allianz Se 6
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 6
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 6
Pinnacle Wealth Advisors 6
Wells Fargo Multi-sector Income Fund 6
Eschler Asset Management LLP 6
Wealth Alliance 6
Astoria Portfolio Advisors LLC. 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
Hopwood Financial Services, Inc. 6
Toscafund Asset Management LLP 6
Cohen & Steers Real Estate Opportunities & Income Fund 6
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 6
BCJ Capital Management, LLC 6
Brasada Capital Management, Lp 6
Capital Investment Counsel, Inc 6
McMahon Financial Advisors, LLC 6
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 6
WealthPlan Investment Management, LLC 6
Grimes & Company, Inc. 6
Fort Baker Capital Management LP 6
Lloyds Banking Group plc 6
Estabrook Capital Management 6
Cim, Llc 6
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 6
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 6
Nippon Life Insurance Co 6
Legacy Investment Solutions, LLC 6
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 6
Pictet & Cie (Europe) SA 6
Perennial Advisors, LLC 6
DVY - iSHARES TRUST - iShares Select Dividend ETF 6
Opus Capital Group, LLC 6
Oslo Pensjonsforsikring AS 6
MFCPX - M FUND INC - M Capital Appreciation Fund 6
American National Registered Investment Advisor, Inc. 6
Aegon Asset Management Uk Plc 6
Litman Gregory Asset Management LLC 6
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 6
Family Firm, Inc. 6
Anb Bank 6
Cranbrook Wealth Management, LLC 6
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 6
Scoggin Management Lp 6
one8zero8, LLC 6
Davidson Kempner Capital Management Lp 6
Greykasell Wealth Strategies, Inc. 6
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 6
Park Avenue Institutional Advisers LLC 6
San Luis Wealth Advisors LLC 6
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 6
Prio Wealth Limited Partnership 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
Tcw Alternative Funds 6
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 6
TBH Global Asset Management, LLC 6
Johnson Midwest Financial, LLC 6
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 6
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 6
Beech Hill Advisors, Inc. 6
City Of London Investment Management Co Ltd 6
Global Financial Private Capital, LLC 6
HWG Holdings LP 6
IMG Wealth Management, Inc. 6
Financial & Investment Management Group Ltd 6
Fort Sheridan Advisors Llc 6
Townsend & Associates, Inc 6
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 6
Schwartz Investment Counsel Inc 6
UBP Investment Advisors SA 6
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 6
Requisite Capital Management, LLC 6
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 6
Emfo, Llc 6
EWG Elevate Inc. 6
Cidel Asset Management Inc 6
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 6
GenTrust, LLC 6
Sanibel Captiva Trust Company, Inc. 6
Fernwood Investment Management, LLC 6
AllSquare Wealth Management LLC 6
Otter Creek Management Inc 6
Rampart Investment Management Company, LLC 6
Focus Financial Network, Inc. 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
CHICAGO TRUST Co NA 6
Engine Capital Management, LP 6
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 6
Rowland Carmichael Advisors Inc /adv 6
Williamson Legacy Group, LLC 6
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 6
LM Advisors LLC 6
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 6
IPG Investment Advisors LLC 6
Kingstown Capital Management L.p. 6
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 6
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 6
Capital Group Private Client Services, Inc. 6
Charter Trust Co 6
1620 Investment Advisors, Inc. 6
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 6
Mesirow Financial Investment Management, Inc. 6
ZPR Investment Management 6
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 6
Quattro Advisors LLC 6
Vestor Capital, Llc 6
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 6
Rs Investment Trust 6
First Business Financial Services, Inc. 6
Bluestein R H & Co 6
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 6
Permal Asset Management Llc 6
Fund Management at Engine No. 1 LLC 6
Gateway Wealth Partners, LLC 6
Homrich & Berg 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 6
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 6
Volterra Technologies LP 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 6
Quantessence Capital LLC 6
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 6
Franklin Street Advisors Inc /nc 6
Pacifica Partners Inc. 6
Sun Life Financial Inc 6
Jacobus Wealth Management, Inc. 6
JTC Employer Solutions Trusteee Ltd 6
Fosun International Ltd 6
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 6
Himco Variable Insurance Trust 6
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 6
Y.D. More Investments Ltd 6
Insight 2811, Inc. 6
Heartwood Wealth Advisors LLC 6
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 6
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 6
Gargoyle Investment Advisor L.L.C. 6
Mjp Associates Inc /adv 6
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 6
Brown Miller Wealth Management, LLC 6
Rs Variable Products Trust 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 6
Olstein Capital Management, L.P. 6
Cleararc Capital Inc 6
Palo Capital, Inc. 6
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 6
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 6
Perritt Capital Management Inc 6
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 6
Virginia Retirement System 6
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 6
AlphaCentric Advisors LLC 6
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 6
Texas Capital Bancshares Inc/tx 6
Paulson Wealth Management Inc. 6
PrairieView Partners, LLC 6
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 6
Premier Path Wealth Partners, LLC 6
Monetary Management Group Inc 6
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 6
Integre Asset Management, LLC 6
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 6
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 6
Findlay Park Partners LLP 6
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 6
Goodman Advisory Group, LLC 6
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 6
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 6
Cai Capital Management, Inc. 6
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 6
Payden & Rygel 6
LGT Group Foundation 6
Rainier Investment Management Llc 6
Knott David M Jr 6
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 6
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 6
Meritage Group LP 6
Kavilco Inc/wa/ 6
Abacus Planning Group, Inc. 6
Locust Wood Capital Advisers, Llc 6
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 6
New York Life Trust Co 6
Nuveen Fund Advisors, LLC 6
Harvest Management Llc 6
UNIVEST FINANCIAL Corp 6
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 6
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 6
Eisler Capital (UK) Ltd. 6
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 6
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 6
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 6
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 6
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 6
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
Columbia Wanger Asset Management Llc 6
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 6
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 6
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 6
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 6
Oak Associates Ltd /oh/ 6
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 6
Montecito Bank & Trust 6
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 6
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 6
LexAurum Advisors, LLC 6
Kolinsky Wealth Management, LLC 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
Voss Capital, LLC 6
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 6
Forty4 Asset Management LLC 6
Genesee Valley Trust Co 6
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 6
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 6
Tobam 6
Lynx Investment Advisory 6
E Fund Management Co., Ltd. 6
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 6
Kazazian Asset Management, LLC 6
American National Insurance Co /tx/ 6
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 6
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 6
Covenant Asset Management, LLC 6
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 6
HighTower Trust Services, LTA 6
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 6
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 6
Relative Value Partners Group, LLC 6
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 6
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 6
ZIG - ETF Series Solutions - The Acquirers Fund 6
Barrett & Company, Inc. 6
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 6
Revisor Wealth Management LLC 6
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 6
Benchmark Capital Advisors 6
Kamunting Street Capital Management, L.P. 6
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 6
Meitav Dash Investments Ltd 6
Dimension Capital Management Llc 6
Gabelli Convertible & Income Securities Fund Inc 6
Trajan Wealth LLC 6
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 6
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 6
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 6
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 6
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 6
Becker Capital Management Inc 6
Sprott Inc. 6
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 6
Nicholas Company, Inc. 6
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 6
DecisionPoint Financial, LLC 6
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 6
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 6
MD Financial Management Inc. 6
Eagle Rock Investment Company, Llc 6
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 6
Anson Funds Management LP 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
Waterway Wealth Management, LLC 6
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 6
Ford Financial Group, LLC 6
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 6
Exchange Capital Management, Inc. 6
AustralianSuper Pty Ltd 6
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 6
CFS Investment Advisory Services, LLC 6
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 6
Scissortail Wealth Management, LLC 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 6
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 6
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 6
Elevation Series Trust - RiverNorth Patriot ETF 6
Cohen & Steers, Inc. 6
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 6
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 6
America First Investment Advisors, LLC 6
Brewin Dolphin Wealth Management Ltd 6
First Dallas Securities Inc. 6
Td Asset Management Usa Funds Inc. 6
Sierra Summit Advisors Llc 6
Round Rock Advisors, LLC 6
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class 6
Mowery & Schoenfeld Wealth Management, LLC 6
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 6
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 6
Syverson Strege & Co 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
Baillie Gifford & Co 6
Cullinan Associates Inc 6
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 6
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 6
Jnl Series Trust - Jnl/s&p 4 Fund (a) 6
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 6
Baldwin Investment Management, LLC 6
Sunrise Financial Services, LLC 6
Third Avenue Management Llc 6
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 6
High Pointe Capital Management Llc 6
Investors Asset Management Of Georgia Inc /ga/ /adv 6
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 6
Liontrust Investment Partners LLP 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 6
Lansdowne Partners Limited Partnership 6
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 6
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
Perella Weinberg Partners Capital Management LP 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
Northwest Quadrant Wealth Management, LLC 6
Financial Advisors Network, Inc. 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 5
SILVER OAK SECURITIES, Inc 5
Clearbridge, Llc 5
Ritter Daniher Financial Advisory LLC / DE 5
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5
Opera Trading Capital 5
Price Jennifer C. 5
BLB&B Advisors, LLC 5
Walter & Keenan Financial Consulting Co /mi/ /adv 5
Omega Advisors Inc. 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
ARGI Investment Services, LLC 5
Incline Global Management LLC 5
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 5
Alkeon Capital Management Llc 5
Alpine Associates Management Inc. 5
Daiwa SB Investments Ltd. 5
Sterling Ridge Capital Management LP 5
Sapient Capital Llc 5
Bear Mountain Capital, Inc. 5
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 5
Trillium Asset Management, Llc 5
Suvretta Capital Management, Llc 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
EverPoint Asset Management, LLC 5
Parasol Investment Management, LLC 5
Safeguard Financial, LLC 5
Addenda Capital Inc. 5
Pinnacle Wealth Management Advisory Group, LLC 5
Richards, Merrill & Peterson, Inc. 5
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 5
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 5
Cohen Klingenstein LLC 5
Smallwood Wealth Investment Management, LLC 5
Strengthening Families & Communities, LLC 5
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 5
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 5
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 5
Omni Partners Llp 5
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 5
Abner Herrman & Brock Llc 5
CGC Financial Services, LLC 5
Freedom Wealth Alliance, Llc 5
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 5
Belmont Global Advisors, Inc. 5
Fondren Management LP 5
Autumn Glory Partners, LLC 5
Unique Wealth Strategies, LLC 5
Camden Asset Management L P /ca 5
Exos TFP Holdings LLC 5
Evelyn Partners Investment Management LLP 5
Wall Street Associates 5
Drive Wealth Management, Llc 5
Railway Pension Investments Ltd 5
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 5
Neville Rodie & Shaw Inc 5
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 5
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 5
SummerHaven Investment Management, LLC 5
Northside Capital Management, LLC 5
Walnut Private Equity Partners, Llc 5
Everpar Advisors Llc 5
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 5
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 5
Stancorp Investment Advisers Inc 5
Auxier Asset Management 5
Quotient Wealth Partners, LLC 5
CenturyLink Investment Management Co 5
Marathon Asset Management Llp 5
Consolidated Press International Holdings Ltd 5
Polar Capital Holdings Plc 5
Q Global Advisors, LLC 5
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 5
Blackrock Enhanced Equity Dividend Trust 5
Cadent Capital Advisors, LLC 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 5
NB Crossroads Private Markets Access Fund LLC 5
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 5
Hartford Financial Management Inc. 5
Price Michael F 5
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 5
Special Opportunities Fund, Inc. 5
Riverpark Capital Management Llc 5
Bridgeworth, LLC 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
Westbourne Investment Advisors, Inc. 5
Gold Investment Management Ltd. 5
Klingenstein Fields & Co Lp 5
Naviter Wealth, LLC 5
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 5
Covenant Multifamily Offices, LLC 5
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 5
Wilmington Trust Investment Management, LLC 5
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 5
Mach-1 Financial Group, Inc. 5
Graybill Bartz & Assoc Ltd 5
Liberty All Star Equity Fund 5
Privium Fund Management (UK) Ltd 5
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 5
Steward Partners Investment Solutions, Llc 5
Beach Investment Management, LLC. 5
Southern Michigan Bank & Trust 5
Delta Global Management LP 5
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 5
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 5
Bck Capital Management Lp 5
IAG Wealth Partners, LLC 5
Dixon Hughes Goodman Wealth Advisors LLC 5
Lalia Capital, LLC 5
Oder Investment Management, LLC 5
Timelo Investment Management Inc. 5
Ruedi Wealth Management, Inc. 5
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 5
Lord Abbett Developing Growth Fund, Inc. 5
Limestone Investment Advisors LP 5
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 5
Merrion Investment Management Co, LLC 5
CBOE Vest Financial, LLC 5
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 5
Astrantus Ltd 5
OneAscent Wealth Management LLC 5
Harfst & Associates, Inc. 5
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 5
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 5
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
FAINX - MSS Series Trust - Fallen Angels Income Fund 5
Solaris Asset Management Llc 5
Cowa, Llc 5
Pioneer Floating Rate Trust 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
Deutsche Value Series, Inc 5
Lorber David A 5
Western Asset Management Company, LLC 5
Kesler, Norman & Wride, LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 5
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 5
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 5
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 5
Canandaigua National Bank & Trust Co 5
Legg Mason Asset Management (Japan) Co., Ltd. 5
Acrisure Capital Management, LLC 5
Stableford Capital Ii Llc 5
West Financial Advisors, LLC 5
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 5
Vaughan David Investments Inc/il 5
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 5
BancorpSouth Inc 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
Risk Paradigm Group, LLC 5
Patton Albertson Miller Group, Llc 5
Flaherty & Crumrine Preferred Securities Income Fund Inc 5
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 5
Parkside Investments, LLC 5
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 5
McClarren Financial Advisors, Inc. 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
Fishman Jay A Ltd/mi 5
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 5
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 5
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 5
Steinberg Global Asset Management 5
Quantum Capital Management 5
Vima Llc 5
MTM Investment Management, LLC 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 5
Centennial Wealth Advisory LLC 5
EFG Asset Management (Americas) Corp. 5
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 5
Proathlete Wealth Management Llc 5
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 5
Dfa Investment Trust Co - The U.s. Large Cap Value Series 5
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 5
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 5
Affinity Wealth Management Llc 5
Crescent Capital Consulting, LLC 5
Well Done, LLC 5
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 5
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 5
Wunderlich Capital Managemnt 5
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 5
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 5
LRT Capital Management, LLC 5
Everett Harris & Co /ca/ 5
Neuberger Berman Real Estate Securities Income Fund Inc 5
Intesa Sanpaolo Wealth Management 5
Bristlecone Advisors, LLC 5
Guidant Wealth Advisors 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
HMS Capital Management, LLC 5
Leo Wealth, LLC 5
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 5
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 5
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 5
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 5
Index Technologies Group LLC 5
Copper Rock Capital Partners, LLC 5
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF 5
Six Circles Trust - Six Circles Credit Opportunities Fund 5
Mubadala Investment Co PJSC 5
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 5
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 5
COMMERCE FUNDS - The MidCap Value Fund Shares 5
Chiron Capital Management, Llc 5
W.G. Shaheen & Associates DBA Whitney & Co 5
Oppenheimer Equity Income Fund 5
John Hancock Preferred Income Fund 5
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 5
Eagle Ridge Investment Management 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 5
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 5
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 5
Lombardia Capital Partners Llc 5
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 5
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 5
Edgemoor Investment Advisors, Inc. 5
Sage Capital Advisors,llc 5
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 5
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 5
John Hancock Preferred Income Fund Iii 5
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 5
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 5
Clough Global Equity Fund 5
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 5
IronBridge Private Wealth, LLC 5
John Hancock Preferred Income Fund Ii 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
Tennessee Valley Asset Management Partners 5
Holloway Wealth Management, LLC 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
Garner Asset Management Corp 5
Zazove Associates Llc 5
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 5
TIAA Wealth Investment Management LLC 5
Bmc Fund Inc 5
Aspen Investment Management Inc 5
Ramirez Asset Management, Inc. 5
Community Financial Services Group, LLC 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
Gateway Advisory, LLC 5
Cm Wealth Advisors Llc 5
Vanguard Windsor Funds 5
Marathon Trading Investment Management LLC 5
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 5
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 5
Bank Of Stockton 5
Cutler Capital Management, LLC 5
Woodley Farra Manion Portfolio Management Inc 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 5
Monroe Bank & Trust/mi 5
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 5
MPS Loria Financial Planners, LLC 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 5
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 5
Fiduciary Family Office, Llc 5
Columbia Asset Management 5
Valmark Advisers, Inc. 5
Sienna Gestion 5
NLB Skladi, upravljanje premozenja, d.o.o. 5
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
Fragasso Group Inc. 5
Anchyra Partners Llc 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
Athena Capital Advisors Llc 5
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 5
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 5
Mondrian Investment Partners LTD 5
Sfmg, Llc 5
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 5
Kepos Capital LP 5
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 5
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 5
Landaas & Co /wi /adv 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 5
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 5
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 5
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 5
Diligent Investors, LLC 5
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 5
Palladium Partners Llc 5
XR Securities LLC 5
Whalerock Point Partners, Llc 5
Six Circles Trust - Six Circles Global Bond Fund 5
Rockbridge Investment Management, LCC 5
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 5
Credo Capital Management, LLC 5
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 5
Institutional Investment Strategy Fund 5
Park National Corp /oh/ 5
PENN SERIES FUNDS INC - Smid Cap Growth Fund 5
Allianzgi Diversified Income & Convertible Fund 5
Covey Capital Advisors, LLC 5
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 5
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 5
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 5
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 5
Nuveen S&p 500 Buywrite Income Fund 5
Kiwi Wealth Investments Limited Partnership 5
Old West Investment Management, LLC 5
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 5
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 5
Unison Advisors LLC 5
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 5
Polen Capital Management Llc 5
Underlying Funds Trust 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 5
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 5
Quest Investment Management Llc 5
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 5
Aries Wealth Management 5
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 5
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 5
300 North Capital, Llc 5
Sonora Investment Management Group, LLC 5
Aviance Capital Management, Llc 5
Sanctuary Wealth Management, L.L.C. 5
Glassy Mountain Advisors, Inc. 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
Iron Financial, LLC 5
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 5
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 5
Signition Lp 5
Hunter Perkins Capital Management, LLC 5
Luxor Capital Group, LP 5
Commonwealth Financial Services, LLC 5
Crawford Fund Management, LLC 5
Nelson Capital Management, LLC 5
Argentus Capital Management, LLC 5
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 5
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 5
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 5
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
Kerusso Capital Management LLC 5
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 5
Santori & Peters, Inc. 5
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
Falcon Point Capital, Llc 5
Harvest Capital Strategies LLC 5
SWAN Capital LLC 5
Rainier Investment Management Mutual Funds 5
Lucia Wealth Services, Llc 5
Foster Dykema Cabot & Co Inc/ma 5
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 5
Farr Miller & Washington Llc/dc 5
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 5
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 5
Senvest Management, LLC 5
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 5
Waterloo Capital, L.P. 5
MANA Advisors LLC 5
BRC Investment Management LLC 5
PDS Planning, Inc 5
Deer Park Road Corp 5
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 5
Private Bank & Trust Co 5
RE Dickinson Investment Advisors, LLC 5
Bard Financial Services, Inc. 5
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 5
CR Intrinsic Investors, LLC 5
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 5
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 5
Richard W. Paul & Associates, LLC 5
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 5
Invesco High Income 2023 Target Term Fund 5
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 5
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 5
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 5
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 5
Capital International Ltd /ca/ 5
Sentinel Asset Management, Inc. 5
Dynasty Wealth Management, Llc 5
SWS Partners 5
Sharkey, Howes & Javer 5
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
Slow Capital, Inc. 5
Harvard Management Co Inc 5
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 5
Whetstone Capital Advisors, LLC 5
Entrustpermal Partners Offshore Lp 5
Brown Capital Management Llc 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 5
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
Lakeview Capital Partners, LLC 5
Fifth Lane Capital, Lp 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 5
William Harris Investors Inc 5
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 5
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 5
Nuveen Multi-Asset Income Fund 5
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 5
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 5
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 5
Vivaldi Opportunities Fund 5
Diversified Management Inc 5
Harris Associates L P 5
Winthrop Partners - Wny, Llc 5
Rossmore Private Capital 5
71 West Capital Partners 5
Aurora Financial Advisors, Llc 5
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 5
Burleson & Company, LLC 5
Varma Mutual Pension Insurance Co 5
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 5
Karpas Strategies, Llc 5
Piershale Financial Group, Inc. 5
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 5
Factorial Partners, Llc 5
Middleton & Co Inc/ma 5
Border to Coast Pensions Partnership Ltd 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
Kessler Investment Group, LLC 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 5
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 5
FundVantage Trust - Verplanck Balanced Fund 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 5
Elmwood Wealth Management, Inc. 5
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 5
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 5
GVO Asset Management Ltd 5
Silchester International Investors LLP 5
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 5
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 5
Roberts Glore & Co Inc /il/ 5
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 5
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
Rainier Group Investment Advisory LLC 5
Altium Wealth Management LLC 5
Cape Cod Five Cents Savings Bank 5
S-Bank Fund Management Ltd 5
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 5
Berkshire Asset Management Llc/pa 5
Oasis Management Co Ltd. 5
E Fund Management (Hong Kong) Co., Ltd. 5
Caldwell & Orkin Inc 5
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 5
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 5
Ironsides Asset Advisors, LLC 5
J. W. Coons Advisors, LLC 5
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 5
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 5
Brand Asset Management Group, Inc. 5
Heritage Investors Management Corp 5
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 5
Pflug Koory, LLC 5
First American Trust, Fsb 5
ARGA Investment Management, LP 5
Wealthstar Advisors, Llc 5
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 5
Cozad Asset Management Inc 5
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 5
LFA - Lugano Financial Advisors SA 5
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 5
Galaxy Capital Trading Ltd 5
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 5
Sumitomo Life Insurance Co 5
Citizens National Bank Trust Department 5
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 5
Asset Advisors Investment Management, LLC 5
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
TAMRO Capital Partners LLC 5
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 5
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 5
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 5
Geduld E E 5
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 5
Smith, Moore & Co. 5
National Penn Investors Trust Co /pa 5
Staley Capital Advisers Inc 5
KAMES CAPITAL management Ltd 5
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 5
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 5
Mirador Capital Partners LP 5
F&C Asset Management plc 5
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 5
Heartland Advisors Inc 5
PNC Managed Account Solutions, Inc. 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 5
Akre Capital Management Llc 5
Alliance Wealth Advisors, LLC /UT 5
Taconic Capital Advisors LP 5
Southeast Asset Advisors Inc. 5
Nkcfo Llc 5
Hayden Royal, Llc 5
Novare Capital Management Llc 5
Boston Common Asset Management, LLC 5
Sarofim Fayez 5
Engrave Wealth Partners LLC 5
Eagle Growth & Income Opportunities Fund 5
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 5
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 5
Knightsbridge Asset Management, Llc 5
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 5
One68 Global Capital, LLC 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
Shulman DeMeo Asset Management LLC 5
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 5
Acima Private Wealth, Llc 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
Osmium Partners, LLC 5
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 5
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 5
Brant Point Investment Management Llc 5
Tower Bridge Advisors 5
Strategic Advocates LLC 5
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 5
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 5
Community Capital Management, Inc. 5
Pax World Management Llc 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
Reston Wealth Management Llc 5
VSSVX - VALIC Co I - Small Cap Special Values Fund 5
DLD Asset Management, LP 5
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 5
Berbice Capital Management LLC 5
Gerstein Fisher 5
Crews Bank & Trust 5
Madden Advisory Services, Inc. 5
Hollow Brook Wealth Management LLC 5
NOLCX - Northern Funds - Northern Large Cap Core Fund 5
SlateStone Wealth, LLC 5
Miura Global Management, LLC 5
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 5
Kinneret Advisory, LLC 5
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 5
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 5
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 5
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 5
Genesis Wealth Advisors, LLC 5
Southeastern Asset Management Inc/tn/ 5
Rokos Capital Management LLP 5
Abundance Wealth Counselors 5
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 5
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 5
YANKCOM Partnership 5
Comprehensive Financial Planning, Inc./PA 5
Manatuck Hill Partners, LLC 5
Sovran Advisors, LLC 5
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 5
Cannell Capital Llc 5
Core Wealth Advisors, Inc. 5
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 5
PFS Partners, LLC 5
Cedar Wealth Management, LLC 5
Investment Research & Advisory Group, Inc. 5
Capital Wealth Alliance, LLC 5
Emerald Investment Advisers, LLC 5
Outlook Wealth Advisors, LLC 5
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 5
Ibex Investors LLC 5
Lowe Wealth Advisors, LLC 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
MJT & Associates Financial Advisory Group, Inc. 5
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 5
McGlone Suttner Wealth Management, Inc. 5
Noble Wealth Management PBC 5
Conversant Capital LLC 5
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 5
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 5
River Wealth Advisors LLC 5
Clarfeld Financial Advisors, Llc 5
Penobscot Investment Management Company, Inc. 5
Flatrock Wealth Partners LLC 5
Okabena Investment Services Inc 5
Madison Asset Management, LLC 5
Lehman Financial Resources, Inc. 5
Surevest, LLC 5
Chartwell Investment Partners/pa 5
Jeereddi Investments, LP 5
Dudley Capital Management, Llc 5
Quilter Plc 5
FourWorld Capital Management LLC 5
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 5
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 5
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 5
Princeton Capital Management Llc 5
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 5
HBC Financial Services, PLLC 5
Eminence Capital, Lp 5
Blackrock Ltd Duration Income Trust 5
Reinhart Partners, Inc. 5
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
Allianzgi Convertible & Income Fund Ii 5
Integrated Core Strategies (us) Llc 5
Allianzgi Convertible & Income Fund 5
TAP Consulting, LLC 5
Fundamentun, Llc 5
Gwn Securities Inc. 5
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 5
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 5
Marsico Capital Management Llc 5
Northern Capital Management Llc 5
Flagship Wealth Advisors, Llc 5
DSAM Partners (London) Ltd 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 5
Union Savings Bank 5
First National Corp /ma/ /adv 5
Whitnell & Co. 5
New Hampshire Trust 5
Taika Capital, LP 5
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 5
Sound View Wealth Advisors Group, LLC 5
Tranquility Partners, LLC 5
Osbon Capital Management Llc 5
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 5
Sageworth Trust Co of South Dakota 5
Perennial Investment Advisors, LLC 5
Busey Wealth Management 5
AM Squared Ltd 5
Financial Engines Advisors L.L.C. 5
North Reef Capital Management LP 5
Leelyn Smith, LLC 5
Regents Of The University Of California 5
XML Financial, LLC 5
SkyOak Wealth, LLC 5
Strategic Financial Concepts, LLC 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 5
Boston Family Office Llc 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 5
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 5
Cobblestone Capital Advisors Llc /ny/ 5
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 5
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 5
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 5
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 5
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 5
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 5
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 5
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 5
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 5
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 5
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 5
Stonehage Fleming (uk) Ltd 5
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
Bell Bank 5
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 5
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 5
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 5
Maridea Wealth Management LLC 5
FRG Family Wealth Advisors LLC 5
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 5
EMC Capital Management 5
Buckingham Capital Management Inc 5
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 5
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 5
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 5
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 5
Canyon Capital Advisors Llc 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 5
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 5
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
Van Cleef Asset Management,Inc 5
Bayban 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 5
55i, Llc 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 5
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 5
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 5
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 5
Legacy Private Trust Co. 5
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 5
Trilogy Global Advisors Lp 5
Ameliora Wealth Management Ltd. 5
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 5
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 5
Insight Capital Research & Management Inc 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
Olstein Funds 5
General Electric Co 5
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 5
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 5
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 5
Safeguard Investment Advisory Group, LLC 5
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 5
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 5
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 5
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 5
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 5
Iridian Asset Management Llc/ct 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 5
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 5
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 5
Torray Llc 5
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 5
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 5
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 5
PFA Pension, Forsikringsaktieselskab 5
Lewis Asset Management, LLC 5
Birinyi Associates Inc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 5
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 5
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 5
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
Greenwood Gearhart Inc 5
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 5
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 5
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 5
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 5
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 5
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 5
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 5
Masso Torrence Wealth Management Inc. 5
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 5
Pimco Dynamic Income Fund 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
Nuveen Preferred & Income Opportunities Fund 5
Buckhead Capital Management Llc 5
SCS Capital Management LLC 5
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
GQG Partners LLC 5
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 5
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 5
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 5
RMG Wealth Management LLC 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 5
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
Portus Wealth Advisors, LLC 5
Standard Family Office LLC 5
Zuckerman Investment Group, LLC 5
Ilmarinen Mutual Pension Insurance Co 5
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 5
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 5
Beck Bode, LLC 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 5
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 5
Zevin Asset Management Llc 5
Indivisible Partners 5
Novem Group 5
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 5
Global Wealth Strategies & Associates 5
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 5
St. Johns Investment Management Company, LLC 5
Roundview Capital LLC 5
Cohen & Steers Quality Income Realty Fund Inc 5
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 5
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 5
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 5
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 5
Regent Investment Management LLC 5
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 5
Cercano Management LLC 5
Profit Investment Management, LLC 5
Montrusco Bolton Investments Inc. 5
Maseco Llp 5
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 5
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 5
InterOcean Capital Group, LLC 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 5
Aristeia Capital Llc 5
Quent Long Short Global Small Cap Fund, LP 5
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 5
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 5
MRGR - PROSHARES TRUST - ProShares Merger ETF 5
Hutchens & Kramer Investment Management Group, LLC 5
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 5
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 5
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 5
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 5
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 5
Northwestern Mutual Investment Services Llc 5
Gary Goldberg Planning Services Inc 5
Strategic Capital Alternatives LLC 5
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 5
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 5
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 4
Premier Fund Managers Ltd 4
Wills Financial Group, Inc. 4
Psagot Value Holdings Ltd. / (Israel) 4
Goldentree Asset Management Lp 4
Balter Liquid Alternatives, LLC 4
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 4
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 4
SVA Wealth Management, LLC 4
KAMES CAPITAL management Ltd 4
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 4
Munro Partners 4
Parameter Capital Management LLC 4
Manske Wealth Management 4
Options Solutions, Llc 4
JDM Financial Group LLC 4
Mystic Asset Management, Inc. 4
First Allied Asset Management, Inc. 4
Ignis Investment Services Ltd 4
Creative Capital Management Investments LLC 4
LaSalle Street Capital Management, LLC 4
Citizens & Northern Corp 4
Graticule Asia Macro Advisors LLC 4
Gallacher Capital Management LLC 4
MASTERINVEST Kapitalanlage GmbH 4
Nicholas Hoffman & Company, LLC. 4
Arrowgrass Capital Partners (us) Lp 4
Graham Capital Wealth Management, Llc 4
Folger Nolan Fleming Douglas Capital Management, Inc 4
Sendero Wealth Management, LLC 4
Passport Capital, LLC 4
Bivin & Associates, Inc. 4
Western Financial Corp/CA 4
Seaport Global Advisors, LLC 4
Repertoire Partners LP 4
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 4
Rock Creek Group, LP 4
Susquehanna Advisors Group, Inc. 4
Gratia Capital, Llc 4
Connecticut Wealth Management, LLC 4
Godshalk Welsh Capital Management, Inc. 4
New Vernon Investment Management Llc 4
Clearwater Capital Advisors, LLC 4
Vetamer Capital Management, L.p. 4
Disciplined Equity Management, Inc. 4
CTC Capital Management, LLC 4
Matrix Private Capital Group Llc 4
Cavalier Investments, LLC 4
Zions Trust, National Association 4
Norway Savings Bank 4
Fma Advisory Inc 4
B.O.S.S. Retirement Advisors, LLC 4
GoodHaven Capital Management, LLC 4
Equity Investment Corp 4
Blue Granite Capital, LLC 4
Oxford Financial Group Ltd 4
Vision Retirement, LLC 4
Gordian Capital Singapore Pte Ltd 4
Fusion Family Wealth LLC 4
JT Stratford LLC 4
BigSur Wealth Management LLC 4
Overland Advisors, LLC 4
Kettle Hill Capital Management, Llc 4
Clear Street Group Inc. 4
Fiduciary Management Associates Llc 4
Smith Shellnut Wilson Llc /adv 4
Chemistry Wealth Management LLC 4
Next Level Private LLC 4
Cpwm, Llc 4
Lee Capital Management LP 4
Armbruster Capital Management, Inc. 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
Taube Brook 4
Joseph Group Capital Management 4
Boulder Hill Capital Management Lp 4
Tributary Capital Management, LLC 4
Lockheed Martin Investment Management Co 4
Sumitomo Mitsui Financial Group, Inc. 4
Huber Capital Management LLC 4
Empire Life Investments Inc. 4
VGI Partners Ltd 4
potrero capital research llc 4
Kinetic Partners Management, LP 4
HCR Wealth Advisors 4
Hudson Way Capital Management LLC 4
Saddle Road Partners, LLC 4
Doliver Advisors, Lp 4
Rexford Capital Inc 4
Carson Advisory Inc. 4
Jackson Thornton Asset Management, Llc 4
Sandy Cove Advisors, LLC 4
Wellesley Investment Partners, LLC 4
Dialectic Capital Management, Lp 4
Ahl Investment Management, Inc. 4
Scott Marsh Financial, LLC 4
Calvert Impact Fund Inc 4
WESPAC Advisors SoCal, LLC 4
Missouri Trust & Investment Co 4
PHH Investments, Ltd. 4
Elkhorn Investments, LLC 4
Peterson Financial Group, Inc. 4
Kleinwort Benson Investors Dublin Ltd 4
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 4
Westerkirk Capital Inc. 4
Foresters Investment Management Company, Inc. 4
Milestone Investment Advisors LLC 4
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 4
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 4
Israel Discount Bank of New York 4
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 4
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 4
Tpg Gp A, Llc 4
Blue Sky Asset Management, LLC 4
Dorato Capital Management 4
First Financial Equity Corporation 4
Aristotle Capital Management, LLC 4
Aua Capital Management, Llc 4
Baron Wealth Management LLC 4
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 4
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 4
Burk Holdings LLC 4
Authentikos Wealth Advisory, LLC 4
JB Capital LLC 4
Empire Financial Management Company, LLC 4
Gibraltar Capital Management, Inc. 4
Athos Capital Ltd 4
Crescent Grove Advisors, LLC 4
MMCAP International Inc. SPC 4
Delta Lloyd Asset Management N.v. 4
Summit X, LLC 4
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 4
Arta Finance Wealth Management LLC 4
EMG Holdings, L.P. 4
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 4
Boltwood Capital Management 4
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 4
Security National Bank 4
McElhenny Sheffield Capital Management, LLC 4
Hunter Associates Investment Management Llc 4
Tiff Advisory Services Inc 4
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 4
InterOcean Capital, LLC 4
Brown Shipley& Co Ltd 4
Timber Creek Capital Management LLC 4
Counsel Portfolio Services Inc. 4
Sterne Agee Group, Inc. 4
Rs Investment Management Co Llc 4
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 4
DoubleLine ETF Adviser LP 4
Archon Partners LLC 4
National Wealth Management Group, LLC 4
PCA Investment Advisory Services Inc. 4
Western Asset Diversified Income Fund 4
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 4
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 4
Trivant Custom Portfolio Group, LLC 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 4
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 4
Hills Bank & Trust Co 4
Somerset Trust Co 4
Premier Asset Management Llc 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
AWM Investment Company, Inc. 4
Curbstone Financial Management Corp 4
Liberty Capital Management, Inc. 4
American Asset Management Inc. 4
Stonegate Management LLC 4
Arvest Bank Trust Division 4
Cowen Prime Advisors LLC 4
PM CAPITAL Ltd 4
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 4
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 4
Morgan Dempsey Capital Management Llc 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 4
Cambiar Investors Llc 4
VVSGX - VALIC Co I - Small Cap Growth Fund 4
Putnam High Income Securities Fund 4
Mid Continent Capital Llc/il 4
Midwest Trust Co 4
Genus Capital Management Inc. 4
New Republic Capital, LLC 4
Trian Fund Management, L.p. 4
Prevail Innovative Wealth Advisors, Llc 4
Accredited Investors Inc. 4
S&co Inc 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
Laurus Investment Counsel Inc. 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
First Washington CORP 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
Horan Capital Advisors, LLC. 4
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 4
Nuveen Preferred & Income Securities Fund 4
Montag & Caldwell, Llc 4
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 4
Heartland Bank & Trust Co 4
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 4
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 4
Weatherbie Capital, Llc 4
Halpern Financial, Inc. 4
ENDW - EA Series Trust - Cambria Endowment Style ETF 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
AEGON USA Investment Management, LLC 4
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 4
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 4
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 4
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 4
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 4
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 4
Ironwood Financial, llc 4
Regency Capital Management Inc.\DE 4
Nvest Wealth Strategies, Inc. 4
Harbor Asset Planning, Inc. 4
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 4
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 4
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 4
BSW Wealth Partners 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
Boussard & Gavaudan Investment Management LLP 4
Delaware Vip Trust - Delaware Vip Value Series Standard Class 4
King Wealth 4
Gallagher Fiduciary Advisors, LLC 4
Knollwood Investment Advisory, LLC 4
Adell Harriman & Carpenter Inc 4
JCP Investment Management, LLC 4
Burns Matteson Capital Management, LLC 4
Precision Wealth Strategies, LLC 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 4
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 4
AMF Pensionsforsakring AB 4
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 4
Moss Adams Wealth Advisors LLC 4
Kynikos Associates LP 4
Darlington Partners Capital Management, Lp 4
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 4
Stock Portfolio - Stock Portfolio 4
Nuveen Tax-advantaged Dividend Growth Fund 4
Eaton Vance Tax-managed Buy-write Opportunities Fund 4
Legacy Wealth Asset Management, LLC 4
Gabelli Global Utility & Income Trust 4
Beacon Financial Group 4
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
Waddell & Reed Advisors Funds 4
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 4
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 4
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 4
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 4
Trafelet Brokaw Capital Management, L.p. 4
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 4
Main Street Financial Solutions, LLC 4
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 4
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 4
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 4
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 4
Dixon Mitchell Investment Counsel Inc. 4
Pure Financial Advisors, Inc. 4
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 4
Banced Corp 4
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 4
Hartwell J M Limited Partnership 4
Grassi Investment Management 4
Scout Funds 4
Iowa State Bank 4
Crestone Asset Management LLC 4
Norman Fields, Gottscho Capital Management, LLC 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
Aegis Financial Corp 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
Tacita Capital Inc 4
Freedman Financial Associates, Inc. 4
Capital City Trust Co/fl 4
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 4
Onyx Bridge Wealth Group LLC 4
Cue Financial Group, Inc. 4
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 4
Engine No. 1 Llc 4
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 4
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 4
Trust For Advisor Solutions 4
Cheyne Capital Management (UK) LLP 4
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 4
Private Client Services, Llc 4
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 4
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 4
Gilliland Jeter Wealth Management LLC 4
Moab Capital Partners LLC 4
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 4
Kwmg, Llc 4
American Research & Management Co. 4
Fielder Capital Group LLC 4
Entrust Financial Llc 4
NDVR, Inc. 4
Concorde Asset Management, LLC 4
SEG Partners Long/Short Equity Fund 4
Winthrop Capital Management, LLC 4
DSC Advisors, L.P. 4
Stablepoint Partners, LLC 4
Taylor Frigon Capital Management LLC 4
Pingora Partners LLC 4
Jolley Asset Management, LLC 4
Swiss Helvetia Fund, Inc. 4
Winslow Capital Management, LLC 4
Context Capital Funds 4
qPULA Trading Management LP 4
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 4
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 4
Granite Investment Advisors, LLC 4
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 4
Zwj Investment Counsel Inc 4
SignalPoint Asset Management, LLC 4
Flat Footed LLC 4
Cutter & CO Brokerage, Inc. 4
Financial Sense Advisors, Inc. 4
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 4
Cary Street Partners Asset Management Llc 4
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 4
Renasant Bank 4
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 4
Accretive Wealth Partners, LLC 4
Insight Advisors, LLC/ PA 4
SIH Partners, LLLP 4
Lokken Investment Group LLC 4
Leverage Partners Absolute Return Fund SPC 4
Cypress Point Wealth Management, LLC 4
West Coast Financial LLC 4
Delaware Investments Dividend & Income Fund, Inc 4
Phoenix Wealth Advisors 4
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 4
Jasper Ridge Partners, L.P. 4
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class 4
Virtus Global Multi-sector Income Fund 4
OTA Financial Group L.P. 4
Galvin, Gaustad & Stein, LLC 4
Jacobs Asset Management, Llc 4
Battery Global Advisors, LLC 4
Kaizen Financial Strategies 4
Encompass More Asset Management 4
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 4
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 4
Touchstone Capital, Inc. 4
Running Point Capital Advisors, LLC 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
Sentinel Variable Products Trust 4
David R. Rahn & Associates Inc. 4
GOODX - GoodHaven Funds Trust - GoodHaven Fund 4
Flaherty & Crumrine Total Return Fund Inc 4
Fir Tree Capital Management Lp 4
Bulltick Wealth Management, LLC 4
Future Financial Wealth Managment LLC 4
Black Swift Group, LLC 4
Redwood Investments, LLC 4
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 4
Cohen & Steers Mlp Income & Energy Opportunity Fund 4
Sterling Manor Financial, LLC 4
First Trust Specialty Finance & Financial Opportunities Fund 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 4
Sentinel Group Funds Inc 4
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 4
Capstone Triton Financial Group, LLC 4
Long Island Wealth Management, Inc. 4
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 4
Stone Ridge Trust Iii 4
Diversified, LLC 4
Burford Brothers, Inc. 4
Global Income Builder Portfolio - Global Income Builder Portfolio 4
Overbrook Management Corp 4
Murchinson Ltd. 4
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 4
John Hancock Income Securities Trust 4
Capital CS Group, LLC 4
John Hancock Premium Dividend Fund 4
Needham Investment Management Llc 4
Bennett Selby Investments Lp 4
Journey Advisory Group, LLC 4
Salvus Wealth Management, LLC 4
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 4
VMAX - Lattice Strategies Trust - Hartford US Value ETF 4
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 4
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 4
McMillan Office, Inc. 4
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 4
Advent/claymore Enhanced Growth & Income Fund 4
Visionary Asset Management, Inc. 4
Eaton Vance Tax Advantaged Global Dividend Income Fund 4
Wealth Management Associates, Inc. 4
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 4
IFC & Insurance Marketing, Inc. 4
Deroy & Devereaux Private Investment Counsel Inc 4
Wbh Advisory Inc 4
Oppenheimer Dividend Opportunity Fund 4
Tax-managed Global Small-cap Portfolio 4
Cove Private Wealth, LLC 4
Prentiss Smith & Co Inc 4
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 4
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 4
Sadoff Investment Management Llc 4
Accent Capital Management, LLC 4
Palladiem, Llc 4
BlackRock Capital Allocation Trust 4
Murphy Pohlad Asset Management LLC 4
Fortis Group Advisors, LLC 4
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 4
Ransom Advisory, Ltd 4
TBG - EA Series Trust - TBG Dividend Focus ETF 4
Country Club Trust Company, n.a. 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 4
Financial Synergies Wealth Advisors, Inc. 4
Field & Main Bank 4
Pioneer Diversified High Income Trust 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
Z3 Capital Partners, LLC 4
Dowling & Yahnke Llc 4
Clough Global Dividend & Income Fund 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 4
Clough Global Opportunities Fund 4
CFG Wealth Management Services, Inc. 4
Truadvice, LLC 4
Schmidt P J Investment Management Inc 4
First Merchants Corp 4
MGB Wealth Management, LLC 4
Blue Fin Capital, Inc. 4
Miller/howard High Income Equity Fund 4
Western Asset Middle Market Income Fund Inc. 4
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 4
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 4
HMI Capital Management, L.P. 4
Alamea Verwaltungs GmbH 4
Bright Rock Capital Management, Llc 4
AT Bancorp 4
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 4
Bancroft Fund Ltd 4
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 4
Calamos Global Total Return Fund 4
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 4
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 4
FrontFour Capital Group LLC 4
Tufton Capital Management 4
Asset Advisors Corp 4
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 4
Mark Morris Et Al 4
Lisanti Capital Growth, LLC 4
Penseco Financial Services Corp 4
International Private Wealth Advisors LLC 4
Private Capital Management, LLC 4
Spirepoint Private Client, Llc 4
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 4
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 4
Vanguard Morgan Growth Fund 4
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 4
Intercapital, Llc 4
POM Investment Strategies, LLC 4
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 4
Beacon Trust Co 4
Botty Investors LLC 4
Clear Point Advisors Inc. 4
BBR ALO Fund, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 4
First Heartland Consultants, Inc. 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
Sugar Maple Asset Management, LLC 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund 4
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 4
Usca All Terrain Fund 4
Western Asset Corporate Loan Fund Inc. 4
Fortaleza Asset Management Inc/ 4
Pathway Financial Advisers, LLC 4
Ellsworth Growth & Income Fund Ltd 4
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 4
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 4
Cobiz Investment Management, Llc 4
Nuveen Flexible Investment Income Fund 4
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
Jensen Investment Management Inc 4
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 4
Rnc Capital Management Llc 4
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 4
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 4
Greenlight Capital Inc 4
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 4
Carnick & Kubik, LLC 4
Dockside LLC 4
VEGN - ETF Series Solutions - US Vegan Climate ETF 4
Baker Ellis Asset Management LLC 4
City Center Advisors, LLC 4
Scott & Selber, Inc. 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
Northpointe Capital Llc 4
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 4
Guardian Investment Management 4
First United Bank Trust/ 4
FreeGulliver LLC 4
Washington Capital Management Inc 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
Juncture Wealth Strategies, Llc 4
Aevitas Wealth Management, Inc. 4
Investment House Llc 4
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 4
SCP Investment, LP 4
Global Thematic Partners, LLC 4
Pinnacle Advisory Group, Inc. 4
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 4
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 4
Red Cedar Capital, LLC 4
6 Meridian 4
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
Bar Harbor Trust Services 4
Integrated Wealth Counsel, Llc 4
Premia Global Advisors, Llc 4
Capitolis Liquid Global Markets Llc 4
New Wave Wealth Advisors Llc 4
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 4
HoyleCohen, LLC 4
Hgk Asset Management Inc 4
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 4
Woodard & Co Asset Management Group Inc /adv 4
Temasek Holdings (Private) Ltd 4
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4
Brown Financial Advisors 4
Solstein Capital, LLC 4
Bank OZK 4
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 4
Stony Point Wealth Management Inc. 4
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 4
Columbus Circle Investors 4
Spinnaker Trust 4
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 4
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 4
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 4
Wealth Alliance Advisory Group, LLC 4
Signature Wealth Management Group 4
Mattson Financial Services, LLC 4
Qvr Llc 4
Capital Management Corp /va 4
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 4
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 4
F3Logic, LLC 4
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 4
Painted Porch Advisors LLC 4
Hc Financial Advisors Inc 4
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 4
Sarasin & Partners LLP 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
Supplemental Annuity Collective Trust of NJ 4
Capital One Financial Corp 4
Carnegie Lake Advisors LLC 4
Apella Capital, LLC 4
Bangor Savings Bank 4
Private Capital Advisors, Inc. 4
Cypress Asset Management Inc/tx 4
Chesapeake Wealth Management 4
Havens Advisors Llc 4
Baupost Group Llc/ma 4
Edmond De Rothschild (suisse) S.a. 4
Optimal Asset Management, Inc. 4
Sather Financial Group Inc 4
Silver Bridge Capital Management LLC 4
Endex Capital Management Llc 4
Boenning & Scattergood, Inc. 4
Connor Clark & Lunn Investment Management Ltd 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
SPX Equities Gestao de Recursos Ltda 4
AIA Investment Management Private Ltd 4
Maryland Capital Management 4
Kimelman & Baird, LLC 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
Trellus Management Company, LLC 4
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 4
BKD Wealth Advisors, LLC 4
Landsberg, Bennett, & Dubbaneh LLC 4
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
Eukles Asset Management 4
Cypress Capital Management Llc 4
Philadelphia Investment Partners, LLC 4
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 4
LuminArx Capital Management LP 4
Aris Wealth Services, Inc. 4
Castle Creek Arbitrage, LLC 4
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 4
Angeles Investment Advisors, LLC 4
Folger Hill Asset Management LP 4
Traynor Capital Management, Inc. 4
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 4
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 4
Waters Parkerson & Co., Llc 4
Jackson Hole Capital Partners, LLC 4
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 4
PAX Financial Group, LLC 4
Resonant Capital Advisors, LLC 4
Ascent Wealth Partners, LLC 4
Cander Asset Management LP 4
Intrepid Capital Management Inc 4
First National Bank of South Miami 4
Laidlaw Wealth Management LLC 4
Little House Capital Llc 4
Old Well Partners, LLC 4
Prosperity Bancshares Inc 4
Optas, LLC 4
Hager Investment Management Services, Llc 4
Delek Group, Ltd. 4
No Street GP LP 4
Wingate Wealth Advisors, Inc. 4
Puff Wealth Management, Llc 4
Hoover Financial Advisors, Inc. 4
Asio Capital, LLC 4
Schneider Downs Wealth Management Advisors, LP 4
Teamwork Financial Advisors, LLC 4
Nalls Sherbakoff Group, Llc 4
Game Plan Financial Advisors, LLC 4
Pacific Capital Partners Ltd 4
Menard Financial Group LLC 4
Capital Financial Planning, LLC 4
Telos Capital Management, Inc. 4
NWK Group, Inc. 4
Texas Capital Bank Wealth Management Services Inc 4
Hendershot Investments Inc. 4
Marcum Wealth, LLC 4
Canal Capital Management, LLC 4
Live Oak Private Wealth LLC 4
Private Advisors, LLC 4
Cheviot Value Management, LLC 4
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 4
Promus Capital, LLC 4
Cypress Capital, LLC 4
Moser Wealth Advisors, LLC 4
Clare Market Investments LLC 4
Brandes Investment Partners, Lp 4
Cohanzick Management, Llc 4
Ccm Investment Advisers Llc 4
Centric Wealth Management 4
Impact Capital Partners LLC 4
Mattern Wealth Management LLC 4
IFC Advisors LLC 4
Mine & Arao Wealth Creation & Management, LLC. 4
Horizon Bancorp Inc /in/ 4
Kmg Fiduciary Partners, Llc 4
Sage Rhino Capital Llc 4
OCO Capital Partners, L.P. 4
RDA Financial Network 4
Heard Capital LLC 4
West Bancorporation Inc 4
Powell Investment Advisors, LLC 4
Julex Capital Management, Llc 4
WealthStone, Inc. 4
Hedeker Wealth, LLC 4
Baldrige Asset Management LLC 4
University Of Notre Dame Du Lac 4
Loudon Investment Management, LLC 4
Kennondale Capital Management LLC 4
Thor Advisors, Llc 4
Stokes Family Office, LLC 4
Endure Capital Management, LLC 4
Accident Compensation Corp 4
Matrix Trust Co 4
Enterprise Trust & Investment Co 4
Beacon Harbor Wealth Advisors, Inc. 4
Stonebridge Financial Planning Group, LLC 4
Runnymede Capital Advisors, Inc. 4
Secure Asset Management, LLC 4
Strive Financial Group ,LLC 4
Minot Wealth Management LLC 4
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 4
Asset Management Corp /il/ /adv 4
Bingham Private Wealth, Llc 4
Meadow Creek Wealth Advisors Llc 4
De Burlo Group Inc 4
Mountain Hill Investment Partners Corp. 4
denkapparat Operations GmbH 4
Schaper Benz & Wise Investment Counsel Inc/wi 4
Beutel, Goodman & Co Ltd. 4
Principled Equity Market Fund 4
Isi Strategy Fund Inc 4
Uniting Wealth Partners, LLC 4
Farallon Capital Management Llc 4
American Fidelity Dual Strategy Fund Inc 4
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 4
Gunderson Capital Management Inc. 4
Northwest Bancshares, Inc. 4
Fairfax Financial Holdings Ltd/ Can 4
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 4
Redwood Park Advisors LLC 4
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 4
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 4
Horizon Funds - HORIZON EXPEDITION PLUS ETF 4
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 4
Phillip James Consulting Co. 4
Insight Folios Inc 4
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 4
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 4
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 4
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 4
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 4
West Chester Capital Advisors, Inc 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 4
Reflection Asset Management 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 4
New England Asset Management Inc 4
Mastrapasqua Asset Management Inc 4
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 4
Nearwater Capital Markets, Ltd 4
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 4
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 4
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 4
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 4
Bennett Lawrence Management L L C/ny 4
Summitry Llc 4
Capital Directions Investment Advisors, LLC 4
Pembroke Management, LTD 4
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 4
AG Campbell Advisory, LLC 4
Burling Wealth Partners, Llc 4
Bearing Point Capital, Llc 4
Barnes Dennig Private Wealth Management LLC 4
Par Capital Management Inc 4
Para Advisors Llc 4
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 4
Strive Asset Management, LLC 4
Tounjian Advisory Partners, Llc 4
Howland Capital Management Llc 4
Curat Global, LLC 4
Dixon Hubard Feinour & Brown Inc/va 4
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 4
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 4
D L Carlson Investment Group Inc 4
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 4
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 4
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 4
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 4
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 4
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 4
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 4
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 4
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 4
NOLVX - Northern Funds - Northern Large Cap Value Fund 4
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 4
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 4
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 4
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 4
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 4
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 4
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 4
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 4
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 4
Accredited Wealth Management, LLC 4
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 4
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 4
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 4
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 4
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 4
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 4
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 4
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 4
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 4
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 4
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 4
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 4
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 4
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 4
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 4
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 4
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 4
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 4
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 4
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 4
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 4
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 4
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 4
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 4
CQS Cayman LP 4
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 4
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 4
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 4
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 4
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 4
Eubel Brady & Suttman Asset Management Inc 4
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares 4
Gunpowder Capital Management, LLC dba Oliver Wealth Management 4
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 4
ROSS\JOHNSON & Associates LLC 4
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 4
Portland Investment Counsel Inc. 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 4
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 4
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 4
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 4
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 4
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 4
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 4
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 4
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 4
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 4
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 4
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 4
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 4
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 4
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 4
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 4
Castlekeep Investment Advisors Llc 4
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 4
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 4
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 4
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 4
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 4
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 4
Bastion Asset Management Inc. 4
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 4
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 4
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 4
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 4
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 4
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 4
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 4
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 4
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 4
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 4
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 4
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 4
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 4
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 4
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 4
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 4
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 4
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 4
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 4
Tradition Capital Management Llc 4
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 4
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 4
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 4
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 4
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 4
Compass Ion Advisors, LLC 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
Trust & Fiduciary Management Services Inc 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 4
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 4
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 4
Muhlenkamp & Co Inc 4
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 4
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 4
Modus Advisors, LLC 4
Hoey Investments, Inc 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 4
Capital Counsel Llc/ny 4
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 4
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 4
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 4
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
Investment Management Of Virginia Llc 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 4
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 4
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 4
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 4
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 4
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 4
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 4
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 4
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 4
LifeWealth Investments, LLC 4
Condor Capital Management 4
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 4
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 4
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 4
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 4
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 4
Ronald Blue & Co Llc 4
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 4
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 4
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 4
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 4
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 4
South Texas Money Management Ltd 4
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 4
Snow Capital Management Lp 4
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 4
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 4
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 4
Purpose Unlimited Inc. 4
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 4
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 4
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 4
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 4
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 4
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 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
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 4
Grand Jean Capital Management Inc 4
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 4
Gf Fund Management Co. Ltd. 4
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 4
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 4
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 4
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 4
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 4
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 4
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 4
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 4
10Elms LLP 4
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 4
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 4
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 4
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 4
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 4
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 4
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 4
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 4
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 4
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 4
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 4
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 4
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 4
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 4
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 4
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 4
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 4
Quantum Private Wealth, LLC 4
Rodgers Brothers Inc. 4
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 4
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 4
Farmer Steven Patrick 4
Scholtz & Company, Llc 4
Heritage Financial Services, LLC 4
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 4
Wallace Capital Management Inc. 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
Grayhawk Investment Strategies Inc. 4
Lansing Street Advisors 4
Mandatum Life Insurance Co Ltd 4
Quantum Financial Advisors, LLC 4
Global Assets Advisory, LLC 4
Birch Hill Investment Advisors LLC 4
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 4
LGT Fund Management Co Ltd. 4
Skyline Asset Management Lp 4
Schnieders Capital Management Llc 4
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 4
Cyrus J. Lawrence, LLC 4
Fairway Private Equity & Venture Capital Opportunities Fund 4
Golden Gate Private Equity, Inc. 4
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 4
Polar Capital LLP 4
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 4
Fort, L.p. 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
Alphadyne Asset Management, LLC 4
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 4
Lomas Capital Management, LLC 4
MSD Partners, L.P. 4
Governors Lane LP 4
My Legacy Advisors, LLC 4
Bloom Tree Partners, Llc 4
AMID - EA Series Trust - Argent Mid Cap ETF 4
EdgePoint Investment Group Inc. 4
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 4
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 4
Central Asset Investments & Management Holdings (HK) Ltd 4
Rosenblum Silverman Sutton S F Inc /ca 4
ACK Asset Management LLC 4
Capital Growth Management Lp 4
Mesirow Institutional Investment Management, Inc. 4
Wimmer Associates 1, Llc 4
Motley Fool Wealth Management, LLC 4
Troluce Capital Advisors LLC 4
Aristides Capital LLC 4
Twelve Points Wealth Management LLC 4
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 4
Newfound Research LLC 3
Sand Grove Capital Management LLP 3
Okumus Fund Management Ltd. 3
Perkins Capital Management Inc 3
B. Riley Financial, Inc. 3
Paulson & Co. Inc. 3
Corvex Management LP 3
Caisse Des Depots Et Consignations 3
Goodwin Daniel L 3
Mhr Fund Management Llc 3
Investment Partners Asset Management, Inc. 3
Caxton Corp 3
Dalton Investments LLC 3
Elkhorn Partners Limited Partnership 3
Paragon Associates & Paragon Associates Ii Joint Venture 3
Stone Point Capital Llc 3
Third Point LLC 3
Van Den Berg Management I, Inc 3
Blue Harbour Group, L.P. 3
Jet Capital Investors L P 3
Jb Capital Partners Lp 3
Oaktree Capital Management Lp 3
Lakewood Capital Management, Lp 3
Advent International Corp/ma 3
Steadfast Capital Management Lp 3
Broad Run Investment Management, LLC 3
Cortina Asset Management, LLC 3
Ruane, Cunniff & Goldfarb Inc 3
Lone Pine Capital Llc 3
Glenhill Advisors Llc 3
Raffles Associates Lp 3
Jackson Square Partners, LLC 3
Tremblant Capital Group 3
Discovery Capital Management, Llc / Ct 3
Highfields Capital Management Lp 3
Fidelity National Financial, Inc. 3
Senator Investment Group LP 3
PointState Capital LP 3
Highline Capital Management, L.p. 3
New Mountain Vantage Advisers, L.l.c. 3
New South Capital Management Inc 3
Banc Funds Co Llc 3
Schneider Capital Management Corp 3
Avenir Corp 3
Abrams Capital Management, L.p. 3
Samjo Capital LLC 3
Bernzott Capital Advisors 3
LDR Capital Management LLC 3
Cornerstone Capital Management Llc 3
Sentry Investments Corp. 3
Edgewood Management Llc 3
Hourglass Capital, Llc 3
Almitas Capital LLC 3
Penbrook Management LLC 3
Old Republic International Corp 3
Hellman Jordan Management Co Inc /ma/ 3
Bach Investment Advisors Ltd 3
Bessemer Securities Llc 3
Girard Securities, Inc. 3
Bowen Hanes & Co Inc 3
South Street Advisors LLC 3
Tiger Management L.l.c. 3
Bainco International Investors 3
Provident Investment Management, Inc. 3
Mcmillion Capital Management Inc 3
Ar Asset Management Inc 3
Tran Capital Management, L.p. 3
Private Capital Management Inc 3
Carderock Capital Management Inc 3
American Assets Investment Management, LLC 3
Valiant Capital Management, L.P. 3
Courier Capital Llc 3
First Niagara Bank 3
Signature Estate & Investment Advisors Llc 3
Cypress Funds Llc 3
Portolan Capital Management, LLC 3
Board of Trustees of The Leland Stanford Junior University 3
Hugh Johnson Advisors LLC 3
Madison Investment Holdings Inc 3
Rbo & Co Llc 3
Oak Ridge Investments Llc 3
Bruni J V & Co /co 3
Sigma Investment Counselors Inc 3
Markston International Llc 3
Grisanti Capital Management LLC 3
Cadinha & Co Llc 3
Noesis Capital Mangement Corp 3
IronBridge Capital Management LP 3
Hawkins Capital L.P. 3
Buffington Mohr McNeal 3
Richard C. Young & CO., LTD. 3
ACR Alpine Capital Research, LLC 3
Roof Eidam & Maycock/adv 3
Academy Capital Management Inc/tx 3
Symons Capital Management Inc 3
Emory University 3
SPC Financial, Inc. 3
Main Street Research LLC 3
Ardevora Asset Management LLP 3
Nippon Life Global Investors Americas, Inc. 3
Investment Partners, Ltd. 3
Gamble Jones Investment Counsel 3
Greystone Investment Management Llc 3
Paragon Capital Management LLC 3
Bank Pictet & Cie (asia) Ltd 3
Pictet North America Advisors SA 3
Capital Insight Partners, Llc 3
Hall Capital Management Co Inc 3
Iberiabank Corp 3
Chelsea Counsel Co 3
FirstMerit Bank N A Trustee 3
Financial Enhancement Group LLC 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
Thomaspartners, Inc. 3
Schafer Cullen Capital Management Inc 3
Thomas White International Ltd 3
Azimuth Capital Management LLC 3
Cullen Capital Management, LLC 3
SMITH HAYES Advisers, Inc 3
Gruss & Co., LLC 3
Clovis Capital Management Lp 3
VR Advisory Services Ltd 3
Thomas Story & Son Llc 3
Greatmark Investment Partners, Inc. 3
Domani Wealth, LLC 3
Tanaka Capital Management Inc 3
Retirement Design & Management Inc /adv 3
Ntv Asset Management Llc 3
SeaTown Holdings Pte. Ltd. 3
Clear Investment Research, Llc 3
Investment Counselors Of Maryland Llc 3
Cortland Associates Inc/mo 3
Lesa Sroufe & Co 3
Blue Chip Partners, Inc. 3
1st Source Bank 3
WealthTrust Axiom LLC 3
Beaumont Financial Partners, LLC 3
Inr Advisory Services Llc 3
Lourd Capital, LLC 3
Penn Mutual Life Insurance Co 3
Hershey Trust Co 3
Hermes Investment Management Ltd 3
Tiaa Cref Trust Co Fsb/mo 3
Bourne Lent Asset Management Inc 3
Locust Wood Capital Advisers, LLC 3
Kempen Capital Management N.v. 3
Callahan Advisors, LLC 3
Tiedemann Trust Co 3
Portland Global Advisors LLC 3
Lederer & Associates Investment Counsel/ca 3
Hyman Charles D 3
Shelter Mutual Insurance Co 3
Murphy Capital Management Inc 3
Trust Co Of Virginia /va 3
Randolph Co Inc 3
Hamilton Lane Advisors Llc 3
Peddock Capital Advisors, Llc 3
Westwood Management Corp /il/ 3
Lodestar Investment Counsel Llc/il 3
Norris Perne & French Llp/mi 3
Capital Planning Advisors, LLC 3
Jlb & Associates Inc 3
United Bank 3
Muzinich & Co., Inc. 3
North American Management Corp 3
Factory Mutual Insurance Co 3
Bridges Investment Counsel Inc/ 3
Dumont & Blake Investment Advisors Llc 3
Carl Domino Inc 3
Breton Hill Capital Ltd. 3
Personal Capital Advisors Corp 3
Ivory Investment Management, Llc 3
Maple Capital Management, Inc. 3
Smart Portfolios, LLC 3
Empyrean Capital Partners, LP 3
Taurus Asset Management, Llc 3
Atherton Lane Advisers, Llc 3
united american securities inc. (d/b/a uas asset management) 3
Myriad Asset Management Ltd. 3
Johanson Financial Advisors, Inc. 3
Boyar Asset Management Inc. 3
Tygh Capital Management, Inc. 3
McKinley Carter Wealth Services, Inc. 3
JCIC Asset Management Inc. 3
St. James Investment Company, LLC 3
TradeLink Capital LLC 3
Security National Bank Of Sioux City Iowa /ia/ 3
Icm Asset Management Inc/wa 3
Cliftonlarsonallen Wealth Advisors, Llc 3
Farmers Trust Co 3
Mathes Company, Inc. 3
Glaxis Capital Management, LLC 3
Green Owl Capital Management, LLC 3
Evanson Asset Management, LLC 3
Hosking Partners LLP 3
Real Estate Management Services Llc 3
Sabal Trust CO 3
Round Table Services, LLC 3
Hamlin Capital Management, LLC 3
Waverton Investment Management Ltd 3
Blue Bell Private Wealth Management, Llc 3
Forte Capital Llc /adv 3
Hoertkorn Richard Charles 3
Acropolis Investment Management, LLC 3
Laurel Grove Capital, LLC 3
First American Bank 3
Benin Management CORP 3
Lincoln Capital LLC 3
Davis R M Inc 3
ID Management A/S 3
B & T Capital Management DBA Alpha Capital Management 3
Burns J W & Co Inc/ny 3
Baker Boyer National Bank 3
Burke & Herbert Bank & Trust Co 3
Private Asset Management Inc 3
Community Bank & Trust, Waco, Texas 3
Nexus Investment Management ULC 3
CT Financial Advisors LLC 3
Hamel Associates, Inc. 3
Gyroscope Capital Management Group, Llc 3
Bard Associates Inc 3
Reynders McVeigh Capital Management, LLC 3
Vantage Investment Partners, LLC 3
Magellan Asset Management Ltd 3
Callan Capital, LLC 3
Sterling Global Strategies LLC 3
Wharton Business Group, LLC 3
First Houston Capital, Inc. 3
Trust Investment Advisors 3
American Assets Capital Advisers, LLC 3
Ws Management Lllp 3
Hartline Investment Corp/ 3
Beach Point Capital Management LP 3
First Long Island Investors, LLC 3
Wolf Group Capital Advisors 3
Inverness Investment Group, LLC 3
Sippican Capital Advisors 3
Stonebridge Capital Management Inc 3
Btr Capital Management Inc 3
Guinness Atkinson Asset Management Inc 3
Welch Group, LLC 3
Jabodon Pt Co 3
Keystone Financial Planning, Inc. 3
Mitchell Mcleod Pugh & Williams Inc 3
Atalanta Sosnoff Capital, Llc 3
Brick & Kyle, Associates 3
Alken Asset Management Ltd. 3
AlphaOne Investment Services, LLC 3
J.P. Marvel Investment Advisors, LLC 3
Odey Asset Management Group Ltd 3
S. Muoio & Co. Llc 3
Saiers Capital, LLC 3
10-15 Associates, Inc. 3
Peregrine Asset Advisers, Inc. 3
Seven Post Investment Office LP 3
East Coast Asset Management, LLC. 3
1492 Capital Management LLC 3
Ithaka Group Llc 3
Quadrature Capital LLP 3
Skba Capital Management Llc 3
Stone Toro Investment Advisers, LP 3
Smith, Salley & Associates 3
Bank of Kentucky, Inc. 3
Hudson Valley Investment Advisors Inc /adv 3
Valentine Capital Asset Management, Inc. 3
Wilks Brothers, LLC 3
Newtyn Management, LLC 3
Matisse Capital 3
Darrell & King Llc 3
Hutchens Investment Management Inc 3
Kiltearn Partners LLP 3
Gillespie Robinson & Grimm Inc 3
High Falls Advisors, Inc 3
Schooner Investment Group, LLC. 3
Exane Asset Management 3
Taylor, Cottrill, Erickson & Associates, Inc. 3
CWH Capital Management, Inc. 3
Geneva Capital Management Llc 3
Blue Clay Capital Management, LLC 3
Corundum Group, Inc. 3
RKL Wealth Management LLC 3
Enstar Group LTD 3
Meru Capital Group, LP 3
Kalmar Investments Inc /de/ 3
Swiss Re Ltd 3
BTG Pactual Global Asset Management Ltd 3
Pring Turner Capital Group Inc 3
McGowan Group Asset Management, Inc. 3
Guardian Capital Advisors Lp 3
Cognios Capital, LLC 3
RPg Family Wealth Advisory, LLC 3
Bardin Hill Management Partners Lp 3
Aristotle Capital Boston, LLC 3
Ulysses Management LLC 3
Hall Kathryn A. 3
Bronson Point Management LLC 3
Cedar Capital, Llc 3
JS Capital Management LLC 3
Suffolk Capital Management Llc 3
Kernodle & Katon Asset Management Group, LLC 3
Credit Capital Investments LLC 3
Farmers National Bank 3
St. Louis Trust Co 3
Blue Rock Advisors, LLC 3
ARS Investment Partners, LLC 3
Jackson Park Capital, Llc 3
Ray Gerald L & Associates Ltd 3
P.a.w. Capital Corp 3
Drexel Morgan & Co. 3
Physicians Financial Services, Inc. 3
Adirondack Research & Management Inc. 3
Crescent Park Management, L.P. 3
NS Partners Ltd 3
Friess Associates Llc 3
Md Sass Investors Services Inc 3
Cornerstone Financial Partners, LLC 3
Account Management LLC 3
Catapult Capital Management Llc 3
Indices-Pac Research Corp. 3
Alpine Partners USVI, LLC 3
Founders Bank & Trust 3
McAdams Wright Ragen, Inc. 3
Antonetti Capital Management LLC 3
Cascade Investment Advisors, Inc. 3
Probity Advisors, Inc. 3
Highwater Wealth Management, LLC 3
Emrys Partners, L.P. 3
Levitt Capital Management LLC 3
Rikoon Group, LLC 3
Stanford Investment Group, Inc. 3
RGT Wealth Advisors, LLC 3
Asset Planning Services, Ltd. 3
Arthur M. Cohen & Associates, Llc 3
Trent Capital Management Inc /nc/ 3
Rubric Capital Management LP 3
Sicart Associates LLC 3
Colony Capital, Inc. 3
Abbrea Capital, LLC 3
Northwest Wealth Management, Llc 3
Barber Financial Group, Inc. 3
Good Life Advisors, LLC 3
Lyell Wealth Management, Lp 3
Greytown Advisors Inc. 3
Capital Income Builder 3
Blenheim Capital Management, BV 3
RB Capital Management, LLC 3
Camden National Bank 3
Woodson Capital Management, LP 3
Bristol Advisors, LLC 3
22nw, Lp 3
CAMG Solamere Management, LLC 3
Worth Venture Partners, LLC 3
Shepherd Financial Partners LLC 3
Flaharty Asset Management, LLC 3
GSB Wealth Management, LLC 3
Resource Real Estate Diversified Income Fund 3
Capital World Growth & Income Fund 3
Israel Discount Bank Of New York /gfn 3
Linden Capital L.P. 3
Heritage Trust Co 3
Northstar Wealth Partners LLC 3
HNA Group Co., Ltd. 3
Woodbridge CO LTD 3
Cantor Fitzgerald Investment Adviser L.p. 3
Summit Financial Group, Inc. 3
Bridge City Capital, LLC 3
Abbot Financial Management, Inc. 3
Amussen Hunsaker Associates Llc 3
Turim 21 Investimentos Ltda. 3
Affiance Financial, LLC 3
Sawyer & Company, Inc 3
Tower View Investment Management & Research LLC 3
Fulcrum Capital LLC 3
Invesco High Income Trust Ii 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 3
Oppenheimer Capital Appreciation Fund 3
Invesco Senior Income Trust 3
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 3
Quadrant Private Wealth Management, LLC 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 3
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 3
Usaa Etf Trust 3
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 3
Pimco Corporate & Income Strategy Fund 3
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 3
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 3
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
Large-cap Value Portfolio 3
Dividend Builder Portfolio 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
Brookfield Real Assets Income Fund Inc. 3
FS Series Trust - FS Market Neutral Fund Class I 3
Nuveen Real Asset Income & Growth Fund 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
Gabelli Go Anywhere Trust 3
Nuveen Global High Income Fund 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
Eaton Vance Tax-managed Buy-write Income Fund 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 3
Nuveen Tax Advantaged Total Return Strategy Fund 3
Nuveen Diversified Dividend & Income Fund 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 3
Sprott Focus Trust Inc. 3
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 3
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 3
Pimco Flexible Credit Income Fund 3
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 3
Cohen & Steers Global Income Builder, Inc 3
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 3
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 3
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 3
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 3
Western Asset Premier Bond Fund 3
Western Asset Income Fund 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 3
Ssga Master Trust 3
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 3
Cornerstone Total Return Fund Inc 3
Cornerstone Strategic Value Fund Inc 3
Sims Total Return Fund, Inc. 3
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 3
Rmr Real Estate Income Fund 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 3
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 3
Virtus Total Return Fund Inc. 3
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 3
Western Asset Investment Grade Defined Opportunity Trust Inc. 3
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 3
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
Eagle Capital Growth Fund, Inc. 3
Invesco Securities Trust - Invesco Balanced-Risk Aggressive Allocation Fund 3
Oppenheimer Small Cap Value Fund 3
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 3
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
Advent Claymore Convertible Securities & Income Fund Ii 3
John Hancock Tax-advantaged Dividend Income Fund 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
Oppenheimer Main Street Small Cap Fund 3
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 3
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 3
Blackrock Credit Allocation Income Trust 3
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 3
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
Alpine Total Dynamic Dividend Fund 3
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 3
Cion Ares Diversified Credit Fund 3
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 3
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
Oppenheimer Discovery Fund 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
Pioneer High Income Trust 3
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 3
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 3
Smid-cap Portfolio 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 3
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 3
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 3
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 3
Dreyfus Manager Funds I 3
Cypress Wealth Services, LLC 3
Mpi Investment Management, Inc. 3
Northwest Capital Management Inc 3
Keeler THomas Management LLC 3
Freedom Day Solutions, LLC 3
Buckley Wealth Management, LLC 3
Castle Rock Wealth Management, LLC 3
DeDora Capital, Inc. 3
Allen Capital Group, LLC 3
Khp Capital, Llc 3
Oak Grove Capital LLC 3
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3
James Hambro & Partners 3
Melqart Asset Management (uk) Ltd 3
Fluent Financial, LLC 3
Crabel Capital Management, LLC 3
Financial Partners Group, Inc 3
Smart Money Group LLC 3
Snow Park Capital Partners, LP 3
Hna Capital Group Co., Ltd. 3
Biltmore Family Office, LLC 3
Exor Capital LLP 3
Gifford Fong Associates 3
Spectrum Financial Alliance Ltd LLC 3
Greenhaven Road Investment Management, L.P. 3
Dundas Partners LLP 3
Cynosure Advisors, Llc 3
Invesco High Income 2024 Target Term Fund 3
O'Dell Group, LLC 3
Lee Capital Holdings LLC 3
Clayton Partners LLC 3
McGuire Investment Group, LLC 3
Virginia National Bank 3
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 3
Plimoth Trust Co Llc 3
Wambolt & Associates, LLC 3
Ocean Capital Management, LLC 3
Signet Investment Advisory Group, Inc. 3
United Income, Inc. 3
Syquant Capital Sas 3
Econ Financial Services Corp 3
Personal Wealth Partners 3
Summit Wealth & Retirement Planning, Inc. 3
CRA Financial Services, LLC 3
Velanne Asset Management Ltd 3
Garrison Point Advisors, Llc 3
Cedar Brook Financial Partners, LLC 3
Dougherty Wealth Advisers LLC 3
Private Portfolio Partners Llc 3
9258 Wealth Management, LLC 3
Security Benefit Life Insurance Co /ks/ 3
Farmers & Merchants Trust Co of Long Beach 3
Great Point Wealth Advisors, LLC 3
Ostrum Asset Management U.s., Llc 3
Beirne Wealth Consulting Services, LLC 3
Guidance Point Advisors, LLC 3
Hnp Capital Llc 3
Inherent Group, Lp 3
Full Sail Capital, LLC 3
Brendel Financial Advisors LLC 3
Campbell Capital Management Inc 3
Aequim Alternative Investments LP 3
Tuscan Ridge Asset Management Llc 3
Van Leeuwen & Company, LLC 3
Opseu Pension Plan Trust Fund 3
Means Investment Co., Inc. 3
Lantz Financial LLC 3
Hi-Line Capital Management, LLC 3
III Capital Management 3
Employers Holdings, Inc. 3
Destra Investment Trust Ii 3
Winmill & Co. Inc 3
Parametric Market Neutral Portfolio 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 3
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 3
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 3
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Master Event-Linked Bond Fund Class R6 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 3
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 3
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 3
MIZAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Multi-Asset Inflation Fund Class A 3
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 3
AMKAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Moderate Allocation Fund Class A 3
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 3
ALAAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Income Allocation Fund Class A 3
AINAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO International Allocation Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2025 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 3
LQLAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Alternative Strategies Fund Class A 3
ESMAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO European Small Company Fund Class A 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
Jnl Series Trust - Jnl/wmc Value Fund (a) 3
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 3
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 3
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 3
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
NOIGX - Northern Funds - Northern International Equity Fund 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 3
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 3
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 3
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 3
Advanced Series Trust - Ast International Growth Portfolio 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
PACIFIC SELECT FUND - Growth Portfolio Class I 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 3
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 3
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 3
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 3
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 3
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 3
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class 3
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 3
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 3
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 3
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 3
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 3
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 3
GGBFX - GuideStone Funds - Global Bond Fund Investor 3
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 3
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 3
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 3
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
WATWX - WANGER ADVISORS TRUST - Wanger Select 3
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A 3
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 3
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 3
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 3
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 3
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 3
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 3
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 3
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 3
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 3
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 3
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 3
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class 3
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 3
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 3
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 3
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 3
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 3
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 3
Brighthouse Funds Trust II - MFS Value Portfolio Class A 3
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 3
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 3
RYSEX - ROYCE FUND - Royce Special Equity Fund Investment Class 3
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 3
PENN SERIES FUNDS INC - Mid Core Value Fund 3
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 3
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 3
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 3
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 3
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 3
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 3
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 3
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 3
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 3
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 3
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 3
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 3
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 3
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 3
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 3
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 3
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 3
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 3
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 3
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 3
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 3
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 3
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 3
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 3
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 3
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 3
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 3
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 3
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 3
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 3
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 3
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 3
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 3
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 3
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
WAIOX - WASATCH FUNDS TRUST - Wasatch International Opportunities Fund Investor Class shares 3
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 3
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 3
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 3
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 3
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 3
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 3
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 3
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 3
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 3
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 3
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 3
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 3
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 3
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 3
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 3
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 3
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 3
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 3
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 3
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 3
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 3
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 3
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 3
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 3
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 3
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 3
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 3
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 3
SDIV - Global X Funds - Global X SuperDividend ETF 3
GURU - Global X Funds - Global X Guru Index ETF 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 3
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 3
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 3
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 3
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 3
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 3
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 3
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 3
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 3
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 3
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 3
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 3
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 3
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 3
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 3
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 3
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 3
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class 3
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 3
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 3
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 3
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 3
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 3
GTDDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Developing Markets Fund Class A 3
IZSIX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Select Opportunities Fund CLASS R5 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A 3
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
TGRAX - Aim Investment Funds (invesco Investment Funds) - Invesco Pacific Growth Fund Class A 3
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 3
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 3
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 3
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 3
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 3
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 3
IGDAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Gold & Precious Metals Fund Class A 3
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 3
AGAAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Small & Mid Cap Growth Fund Class A 3
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 3
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A 3
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
ASIAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Asia Pacific Growth Fund Class A 3
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 3
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 3
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 3
LVLAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Low Volatility Emerging Markets Fund Class A 3
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C 3
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Local Debt Fund Class R6 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 3
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 3
Belmont Capital, LLC 3
Paragon Advisors, LLC 3
Relyea Zuckerberg Hanson LLC 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 3
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 3
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 3
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 3
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 3
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 3
Acorn Financial Advisory Services Inc /adv 3
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 3
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 3
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 3
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 3
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 3
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 3
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
VCIGX - VALIC Co I - Dividend Value Fund 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 3
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 3
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 3
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 3
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
Pennsylvania Capital Management Inc /adv 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 3
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 3
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 3
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 3
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 3
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 3
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 3
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 3
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 3
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 3
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 3
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 3
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 3
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 3
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A 3
Provident Wealth Management, LLC 3
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 3
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 3
SHTIX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Duration Inflation Protected Fund Class A2 3
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 3
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 3
Cairn Investment Group, Inc. 3
Vista Wealth Management Group, LLC 3
Howard Wealth Management, Llc 3
National Investment Services of America, LLC 3
Capital Square, LLC 3
BlackRock Credit Strategies Fund 3
GFG Capital, LLC 3
ESL Trust Services, LLC 3
AMJ Financial Wealth Management 3
Crumly & Associates Inc. 3
Strategic Wealth Designers 3
Professional Financial Advisors, LLC 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
Adams Wealth Management 3
Soros Capital Management Llc 3
Blue Zone Wealth Advisors, LLC 3
Demars Financial Group, LLC 3
Sage Rock Capital Management LP 3
Fortis Capital Management LLC 3
Sound Financial Strategies Group, LLC 3
Solel Partners LP 3
Aprio Wealth Management, LLC 3
Mic Capital Partners (public) (us) Im, Llc 3
Mission Creek Capital Partners, Inc. 3
Haafor (Singapore) Pte. Ltd. 3
Seven Springs Wealth Group, LLC 3
MADDEN SECURITIES Corp 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
TFG Advisers LLC 3
Trivest Advisors Ltd 3
Sowa Financial Group, Inc. 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
Arena Investors LP 3
Spotlight Asset Group, Inc. 3
Grassi Investment Management Llc 3
Select Equity Group Inc 3
Veracity Capital LLC 3
TT International Asset Management LTD 3
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 3
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 3
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 3
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 3
Richard P Slaughter Associates Inc 3
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 3
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 3
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 3
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 3
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 3
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 3
PPM Funds - PPM Small Cap Value Fund (Inst) 3
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 3
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
CFSMX - ALPS Series Trust - Clarkston Partners Fund Founders Class 3
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 3
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 3
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 3
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class 3
BIGTX - Monteagle Funds - The Texas Fund Class I 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 3
SFYF - Tidal ETF Trust - SoFi 50 ETF 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 3
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 3
RBB FUND, INC. - Aquarius International Fund 3
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 3
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 3
Intrua Financial, LLC 3
Scotia Institutional Investments US, LP 3
Missouri Valley Partners, Inc. 3
Goldman Sachs Real Estate Diversified Income Fund 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
Gleason Group, Inc. 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 3
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 3
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
Bft Financial Group, Llc 3
Horizon Financial Services, Llc 3
Catalyst Private Wealth, Llc 3
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 3
Arena Capital Advisors, LLC- CA 3
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 3
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 3
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 3
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 3
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 3
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 3
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 3
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 3
Kinloch Capital, LLC 3
Adirondack Retirement Specialists, Inc. 3
Legacy Financial Group LLC 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 3
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 3
McCarthy Asset Management, Inc. 3
DB Wealth Management Group, LLC 3
Samson Rock Capital LLP 3
Latitude Advisors, LLC 3
Bordeaux Wealth Advisors LLC 3
Kavar Capital Partners Group, Llc 3
Lumature Wealth Partners, LLC 3
Annandale Capital, LLC 3
Sterling Financial Planning, Inc. 3
Cerro Pacific Wealth Advisors LLC 3
Midwest Wealth Management Inc. 3
Cassia Capital Partners, LLC 3
Connacht Asset Management LP 3
Distillate Capital Partners LLC 3
Dymon Asia Capital (singapore) Pte. Ltd. 3
Resolute Advisors LLC 3
Woodward Diversified Capital, Llc 3
Sovereign Financial Group, Inc. 3
2Xideas AG 3
Cloverfields Capital Group, Lp 3
Ascendant Capital Management, LLC 3
Amitell Capital Pte Ltd 3
Freemont Management S.A. 3
HN Saltoro Capital, LP 3
Tabor Asset Management, LP 3
Purus Wealth Management, LLC 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 3
Firethorn Wealth Partners, Llc 3
Investment Management Associates Inc /adv 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Valley Brook Capital Group, Inc. 3
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 3
Canvas Wealth Advisors, LLC 3
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 3
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 3
Alaethes Wealth LLC 3
Tectonic Advisors Llc 3
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 3
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 3
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
Blue Barn Wealth, LLC 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 3
FORH - ETF Opportunities Trust - Formidable ETF 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2010 Fund Class R6 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 3
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 3
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 3
US Asset Management LLC 3
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 3
Studio Investment Management Llc 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - September Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - September Series II 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 3
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 3
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 3
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 3
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 3
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 3
Evergreen Wealth Solutions, LLC 3
Wick Capital Partners, LLC 3
J2 Capital Management Inc 3
Maxi Investments CY Ltd 3
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF 3
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
DMG Group, LLC 3
Yarbrough Capital, LLC 3
Keystone Financial Services 3
Ignite Planners, LLC 3
Resource Consulting Group Inc 3
Kathleen S. Wright Associates Inc. 3
Fsb Premier Wealth Management, Inc. 3
Vista Finance, Llc 3
Cross Staff Investments Inc 3
Pinnacle Private Wealth, LLC 3
Lloyd Park, LLC 3
VELA Investment Management, LLC 3
Alan B. Lancz & Associates, Inc. 3
Privium Fund Management B.V. 3
Northcape Wealth Management, Llc 3
Mount Capital Ltd 3
Seven Grand Managers, Llc 3
Morton Brown Family Wealth, LLC 3
Paralel Advisors LLC 3
Integrity Capital Management (HK) Ltd 3
Caldwell Investment Management Ltd. 3
True North Advisors, LLC 3
Financial Connections Group, Inc. 3
Castle Financial & Retirement Planning Associates, Inc. 3
OPTIMAS CAPITAL Ltd 3
Guardian Wealth Advisors, Llc / Nc 3
Herbst Group, Llc 3
Capricorn Fund Managers Ltd 3
Pluribus Labs, LLC 3
HFG Advisors, Inc. 3
Gould Capital, LLC 3
Settian Capital LP 3
Alta Fox Capital Management, Llc 3
Tilia Fiduciary Partners, Inc. 3
Spinnaker Investment Group, LLC 3
Royal Capital Wealth Management, LLC 3
Cardiff Park Advisors, Llc 3
West Michigan Advisors, Llc 3
Magnolia Wealth Management, LLC 3
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 3
Mendel Capital Management LLC 3
Omni Event Management Ltd 3
Titleist Asset Management, Ltd. 3
RDST Capital LLC 3
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 3
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - December Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - December Series I 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
Bill Few Associates, Inc. 3
Values First Advisors, Inc. 3
Meteora Capital, LLC 3
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 3
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 3
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 3
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 3
Greenspring Advisors, LLC 3
Artemis Wealth Advisors, LLC 3
Manteio Capital LLC 3
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 3
Paragon Private Wealth Management, LLC 3
FSC Wealth Advisors, LLC 3
Provence Wealth Management Group 3
Investmark Advisory Group LLC 3
Leeward Investments, LLC - MA 3
Triad Financial Advisors, Inc. 3
Country Club Bank /gfn 3
Worth Asset Management, LLC 3
BFIX - Build Funds Trust - Build Bond Innovation ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - March Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - March Series I 3
IPPP - Listed Funds Trust - Preferred-Plus ETF 3
IPDP - Listed Funds Trust - Dividend Performers ETF 3
Willner & Heller, Llc 3
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 3
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 3
OIOIX - Investment Managers Series Trust II - AXS Income Opportunities Fund Class I 3
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 3
Azimuth Capital Investment Management LLC 3
Tradewinds, LLC. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - June Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - June Series I 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3
Coston, McIsaac & Partners 3
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 3
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 3
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 3
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 3
Retirement Financial Solutions, Llc 3
Hoxton Planning & Management, LLC 3
Beaumont Financial Advisors, LLC 3
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 3
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 3
Jessup Wealth Management, Inc 3
Riverview Capital Advisers, LLC 3
Commonwealth Retirement Investments LLC 3
Team Hewins, LLC 3
Ethos Financial Group, LLC 3
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 3
Argonautica Private Wealth Management, Inc 3
Delap Wealth Advisory, Llc 3
Viawealth, Llc 3
Garden State Investment Advisory Services LLC 3
Beverly Hills Private Wealth, LLC 3
Bain Capital Public Equity, LP 3
Atlas Wealth LLC 3
Capital Group Investment Management Pte. Ltd. 3
TFB Advisors LLC 3
Applied Finance Capital Management, LLC 3
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 3
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 3
Lakewood Asset Management LLC 3
Prostatis Group LLC 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
Lifestyle Asset Management, Inc. 3
Legacy Capital Group California, Inc. 3
Klr Investment Advisors, Llc 3
Pine Valley Investments Ltd Liability Co 3
Titleist Asset Management, Llc 3
Abacus Wealth Partners, LLC 3
GMEZX - GuideStone Funds - Impact Equity Fund Investor 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 3
Empower Advisory Group, LLC 3
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
Sweeney & Michel, Llc 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
Fortune Financial Advisors, LLC 3
Seven Mile Advisory 3
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 3
Fidelity Multi-Strategy Credit Fund 3
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 3
BlackRock ETF Trust II - BlackRock Flexible Income ETF 3
BluePath Capital Management, LLC 3
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 3
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 3
ROE - EA Series Trust - Astoria US Quality Kings ETF 3
Buck Wealth Strategies, LLC 3
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 3
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 3
BKM Wealth Management, LLC 3
Trueblood Wealth Management, LLC 3
Arvest Investments, Inc. 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 3
Cullen Investment Group, Ltd. 3
Berry Wealth Group, LP 3
Andina Capital Management, LLC 3
Barlow Wealth Partners, Inc. 3
Breed's Hill Capital LLC 3
Access Investment Management LLC 3
Marest Capital, LLC 3
Focus Financial Network Inc /adv 3
Signal Advisors Wealth, LLC 3
Victory Financial Group, Llc 3
Spinecap SAS 3
First Trust Investment Solutions L.P. 3
Aviso Wealth Management 3
Evernest Financial Advisors, LLC 3
Ilex Capital Partners (UK) LLP 3
Mosley Wealth Management 3
Torno Capital, Llc 3
Inspire Trust Co, N.a. 3
FJ Investments, LLC 3
Optimist Retirement Group LLC 3
United Advisor Group, LLC 3
Oracle Alpha Inc. 3
Estuary Capital Management LP 3
Hobbs Group Advisors, LLC 3
Able Wealth Management LLC 3
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 3
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 3
Livelsberger Financial Advisory 3
Emprise Bank 3
Accordant Advisory Group Inc 3
Fairway Wealth LLC 3
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 3
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 3
Catalina Capital Group, LLC 3
Embree Financial Group 3
Gratus Wealth Advisors, LLC 3
Atlanta Consulting Group Advisors, LLC 3
Passumpsic Savings Bank 3
Vista Investment Partners Llc 3
TruNorth Capital Management, LLC 3
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 3
Bank & Trust Co 3
Fiduciary Financial Group, Llc 3
World Equity Group, Inc. 3
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 3
J. Safra Sarasin Holding AG 3
Kings Path Partners LLC 3
GGM Financials LLC 3
Wealthgarden F.s. Llc 3
Fairfield Financial Advisors, LTD 3
Ariadne Wealth Management, LP 3
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 3
Cannon Financial Strategists, Inc. 3
Sage Advisors, Llc 3
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND 3
Code Waechter LLC 3
Paladin Wealth, LLC 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
Kennebec Savings Bank 3
MidAtlantic Capital Management, Inc. 3
Taylor Hoffman Capital Management LLC 3
Everstar Asset Management, LLC 3
Diversified Enterprises, LLC 3
Promethium Advisors,llc 3
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 3
Copley Financial Group, Inc. 3
SMART Wealth LLC 3
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF 3
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 3
One Wealth Capital Management, Llc 3
Florida Financial Advisors, Llc 3
Westmount Partners, LLC 3
Board of the Pension Protection Fund 3
M.e. Allison & Co., Inc. 3
Genesis Private Wealth, Llc 3
Heck Capital Advisors, LLC 3
Serenus Wealth Advisors, LLC 3
Wealthcare Capital Partners, LLC 3
Louisbourg Investments Inc. 3
PUREfi Wealth, LLC 3
Fjell Capital, LLC 3
Sage Investment Counsel LLC 3
Hickory Point Bank & Trust 3
Permanent Capital Management, LP 3
Coordinated Financial Services, Inc. 3
Vista Investment Partners Ii, Llc 3
Wealth High Governance Capital Ltda 3
Croban 3
Burkehill Global Management, LP 3
Madison Investment Advisors, LLC 3
Atala Financial Inc 3
VSM Wealth Advisory, LLC 3
Maestria Partners LLC 3
Kiker Wealth Management, LLC 3
Conquis Financial Llc 3
Bernard Wealth Management Corp. 3
Tribune Investment Group LP 3
Inherent Management Corp. 3
Sone Capital Management, LLC 3
Investor's Fiduciary Advisor Network, LLC 3
Lionshead Wealth Management, LLC 3
Measured Risk Portfolios, Inc. 3
Davidson Kahn Capital Management, LLC 3
Castalian Partners, LLC 3
Navigoe, LLC 3
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3
Armis Advisers, LLC 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 3
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 3
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 3
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 3
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 3
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 3
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 3
CIBRA Capital Ltd 3
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 3
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 3
Wellington Global Multi-Strategy Fund 3
Cooper Investors Pty Ltd 3
Stance Capital Llc 3
Huntleigh Advisors, Inc. 3
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 3
Mb, Levis & Associates, Llc 3
Corient IA LLC 3
Forefront Wealth Partners, LLC 3
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 3
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 3
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 3
Birchbrook, Inc. 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
Sarver Vrooman Wealth Advisors 3
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6 3
ALIL - EA Series Trust - Argent Focused Small Cap ETF 3
Evelyn Partners Asset Management Ltd 3
Evelyn Partners Investment Management Services Ltd 3
Tripletail Wealth Management, LLC 3
BCS Private Wealth Management, Inc. 3
Nautilus Advisors LLC 3
TEXN - iSHARES TRUST - iShares Texas Equity ETF 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF 3
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 3
MPLY - Strategy Shares - MONOPOLY ETF 3
Tred Avon Family Wealth, Llc 3
Birch Financial Group, Llc 3
HAP Trading, LLC 3
Teton Advisors, LLC 3
Kepler Cheuvreux (Suisse) SA 3
Danica Pension, Livsforsikringsaktieselskab 3
KERR FINANCIAL PLANNING Corp 3
Investment Research Partners LLC 3
Steadtrust LLC 3
PMG Family Office LLC 3
Clear Trail Advisors, LLC 3
Networth Advisors, LLC 3
Ktf Investments, Llc 3
Arbejdsmarkedets Tillaegspension 3
Meramec Financial Planners, LLC 3
Marble Wealth, LLC 3
SmartHarvest Portfolios, LLC 3
Div Capital Phoenix Assets Ltd 3
Benson Wealth Management INC 3
Laurel Oak Wealth Management, Llc 3
Snowwater Investment Partners, Llc 3
Acumen Wealth Advisors, LLC 3
PCM Encore, LLC 3
Buckland Partners Management Co LLC 3
Karl Kapital LLC 3
Defiance ETFs, LLC 3
ATX Financial Planning, LLC 3
Sankala Group LLC 3
Lifetime Wealth Management P.C. 3
Fund Advisors of America Inc/FL 3
Merited Wealth, LLC 3
Oasis Advisors, LLC 3
Prota Financial, LLC 3
Parrish Capital LLC 3
Journey Retirement Planning & Investment Management Llc 3
Rhodes Investment Advisors Inc /adv 3
PlanVest Financial, Inc 3
Walsh & Associates, LLC 3
Ares Systematic Credit Ltd 3