Life Insurance - 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
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 147
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 146
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 108
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 107
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 104
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 103
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 94
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 89
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 86
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 85
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 85
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 83
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 81
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 78
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 77
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 75
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 73
Pnc Financial Services Group, Inc. 71
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 71
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 68
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 66
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 66
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 65
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 63
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 63
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 62
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 62
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 61
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 60
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 60
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 60
Ameriprise Financial Inc 54
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 53
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 52
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 51
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 50
IFP Advisors, Inc 49
Vanguard Group Inc 49
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 48
Parametric Portfolio Associates Llc 48
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 48
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 48
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 48
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 47
Cohen & Steers Reit & Preferred Income Fund Inc 47
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 47
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 47
UBS Group AG 47
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 47
BlackRock, Inc. 47
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 46
Morgan Stanley 46
Glenmede Trust Co Na 46
Barclays Plc 46
Northern Trust Corp 46
Cohen & Steers Select Preferred & Income Fund, Inc. 45
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 45
Deutsche Bank Ag\ 45
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 45
Royal Bank Of Canada 44
Bank Of America Corp /de/ 44
Wells Fargo & Company/mn 44
Goldman Sachs Group Inc 44
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 44
Citigroup Inc 44
Jpmorgan Chase & Co 44
Bessemer Group Inc 43
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 43
Steward Partners Investment Advisory, Llc 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 43
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 43
American International Group, Inc. 42
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 42
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 42
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 42
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 41
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 41
Susquehanna International Group, Llp 41
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 41
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 41
Geode Capital Management, Llc 41
Invesco Ltd. 41
Citadel Advisors Llc 41
Tower Research Capital LLC (TRC) 41
Fmr Llc 41
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 40
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 40
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 40
Bnp Paribas Arbitrage, Sa 40
Rhumbline Advisers 40
Proequities, Inc. 40
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 40
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 40
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 40
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 40
Millennium Management Llc 40
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 40
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 40
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 39
Manufacturers Life Insurance Company, The 39
Bank of New York Mellon Corp 39
Captrust Financial Advisors 39
Victory Capital Management Inc 39
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 39
Huntington National Bank 38
First Trust Intermediate Duration Preferred & Income Fund 38
Dimensional Fund Advisors Lp 38
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 38
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 38
Sonora Investment Management, LLC 38
Sterling Capital Management LLC 38
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 38
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 38
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 38
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 37
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 37
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 37
Credit Suisse Ag/ 37
Pacer Advisors, Inc. 37
Bank Of Montreal /can/ 37
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 37
Comerica Bank 37
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 37
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 37
State Street Corp 36
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 36
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 36
PFFD - Global X Funds - Global X U.S. Preferred ETF 36
Nuveen Preferred & Income Opportunities Fund 36
Nuveen Preferred & Income Securities Fund 36
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 36
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 36
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 36
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 36
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 36
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 36
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 36
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 36
Northwestern Mutual Wealth Management Co 36
Renaissance Technologies Llc 36
First Horizon Advisors, Inc. 35
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 35
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 35
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 35
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 35
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 35
Sofos Investments, Inc. 35
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 35
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 35
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 35
Massmutual Trust Co Fsb/adv 35
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 35
Quadrant Capital Group Llc 35
Creative Planning 35
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 35
BlackRock Investment Management, LLC 34
Jane Street Group, Llc 34
Advisor Group Holdings, Inc. 34
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 34
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 34
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 34
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 34
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 34
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 34
Principal Funds Inc 34
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 33
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 33
Two Sigma Investments, Lp 33
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 33
Ubs Ag 33
Two Sigma Advisers, Lp 33
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 33
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 33
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 33
Us Bancorp \de\ 33
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 33
SG Americas Securities, LLC 32
Franklin Resources Inc 32
Private Capital Group, LLC 32
NOBOX - Northern Funds - Northern Bond Index Fund 32
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 32
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 32
Fifth Third Bancorp 32
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 32
Janney Montgomery Scott LLC 32
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 32
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 32
Nbc Securities, Inc. 32
Sei Investments Co 32
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 32
QCVAX - Clearwater Investment Trust - Clearwater International Fund 32
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 32
Aperio Group, LLC 32
California Public Employees Retirement System 32
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 32
Legal & General Group Plc 32
Macquarie Group Ltd 32
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 32
LPL Financial LLC 31
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 31
Group One Trading, L.p. 31
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 31
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 31
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 31
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 31
Envestnet Asset Management Inc 31
Ladenburg Thalmann Financial Services Inc 31
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 31
New York State Common Retirement Fund 31
Russell Investments Group, Ltd. 31
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 31
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 31
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 31
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 31
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 31
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 31
Charles Schwab Investment Management Inc 31
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 31
Cohen & Steers Infrastructure Fund Inc 31
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 31
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 31
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 31
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 31
Ancora Advisors, LLC 31
Vanguard World Fund 30
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 30
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 30
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 30
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 30
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 30
First Trust Advisors Lp 30
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 30
HighTower Advisors, LLC 30
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 30
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 30
Simplex Trading, Llc 30
Alliancebernstein L.p. 30
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 30
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 30
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 30
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 30
BlackRock Fund Advisors 30
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 30
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 30
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 30
Neuberger Berman Group LLC 30
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 30
Guggenheim Capital Llc 30
Stifel Financial Corp 29
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 29
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 29
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 29
Marshall Wace, Llp 29
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 29
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 29
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 29
Voya Investment Management Llc 29
Advisors Asset Management, Inc. 29
O'shaughnessy Asset Management, Llc 29
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 29
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 29
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 29
GIMFX - GMO TRUST - GMO Implementation Fund 29
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 29
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 29
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 29
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 29
California State Teachers Retirement System 29
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 29
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 29
Prudential Financial Inc 29
Private Trust Co Na 29
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 28
VDAFX - VALIC Co I - Dynamic Allocation Fund 28
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 28
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 28
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 28
Hrt Financial Lp 28
Parallel Advisors, LLC 28
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 28
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 28
Ubs Asset Management Americas Inc 28
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 28
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 28
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 28
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 28
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 28
Qube Research & Technologies Ltd 28
Verition Fund Management LLC 28
Cubist Systematic Strategies, LLC 28
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 28
Thrivent Financial For Lutherans 28
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 28
Nuveen Preferred & Income Term Fund 28
Aqr Capital Management Llc 28
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 28
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 28
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 28
CIBC Private Wealth Group, LLC 28
Arrowstreet Capital, Limited Partnership 28
National Asset Management, Inc. 28
MUFG Americas Holdings Corp 28
Signaturefd, Llc 28
Rockefeller Capital Management L.P. 28
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 28
Hsbc Holdings Plc 28
Wellington Management Group Llp 28
D. E. Shaw & Co., Inc. 28
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 28
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 28
Kcg Holdings, Inc. 28
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 28
Allianz Asset Management GmbH 28
Norges Bank 28
Squarepoint Ops LLC 27
PDT Partners, LLC 27
Mackenzie Financial Corp 27
Virtu Financial LLC 27
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 27
Schroder Investment Management Group 27
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 27
Nomura Holdings Inc 27
Prelude Capital Management, Llc 27
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 27
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 27
Oppenheimer Etf Trust 27
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 27
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 27
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 27
NOSGX - Northern Funds - Northern Small Cap Value Fund 27
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 27
Axa S.a. 27
Strs Ohio 27
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 27
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 27
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 27
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 27
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 27
Zurcher Kantonalbank (Zurich Cantonalbank) 27
Cwm, Llc 27
Teachers Retirement System Of The State Of Kentucky 27
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 27
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 27
Federated Hermes, Inc. 27
Yousif Capital Management, Llc 26
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 26
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 26
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 26
EverSource Wealth Advisors, LLC 26
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 26
Price T Rowe Associates Inc /md/ 26
Advisor Group, Inc. 26
Allworth Financial LP 26
Glassman Wealth Services 26
Assetmark, Inc 26
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 26
Whittier Trust Co 26
Jefferies Group LLC 26
FNY Investment Advisers, LLC 26
Schonfeld Strategic Advisors LLC 26
Bridgeway Capital Management Inc 26
Connor, Clark & Lunn Investment Management Ltd. 26
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 26
Paloma Partners Management Co 26
ExodusPoint Capital Management, LP 26
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 26
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 26
First Manhattan Co 26
Meeder Asset Management Inc 26
BlackRock Institutional Trust Company, N.A. 26
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 26
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 26
CENTRAL TRUST Co 26
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 26
Balyasny Asset Management Llc 26
Six Circles Trust - Six Circles Global Bond Fund 26
Raymond James & Associates 26
Cutler Group LP 26
Acadian Asset Management Llc 26
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 25
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 25
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 25
Raymond James Financial Services Advisors, Inc. 25
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 25
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 25
Vanguard Whitehall Funds 25
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 25
College Retirement Equities Fund 25
Nationwide Fund Advisors 25
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 25
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 25
FDx Advisors, Inc. 25
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 25
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 25
AMP Capital Investors Ltd 25
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 25
Orion Portfolio Solutions, LLC 25
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 25
Advisory Services Network, LLC 25
Nuveen Multi-Asset Income Fund 25
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 25
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 25
Wolverine Trading, Llc 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 25
PEAK6 Investments LLC 25
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 25
Nuveen Asset Management, LLC 25
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 25
Bartlett & Co. LLC 25
GAMMA Investing LLC 25
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 25
PEAK6 Investments, L.P. 25
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 25
American Century Companies Inc 25
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 25
Toronto Dominion Bank 25
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 25
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 25
Cambridge Investment Research Advisors, Inc. 25
Swiss National Bank 25
Russell Frank Co/ 25
Geneos Wealth Management Inc. 25
Kestra Advisory Services, LLC 25
Walleye Trading LLC 25
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 25
Crossmark Global Holdings, Inc. 24
Raymond James Financial Inc 24
Versant Capital Management, Inc 24
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 24
Global Retirement Partners, LLC 24
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 24
Tiaa Cref Investment Management Llc 24
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 24
Pinnacle Wealth Planning Services, Inc. 24
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 24
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 24
Vanguard Capital Management Llc 24
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 24
Credit Agricole S A 24
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 24
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 24
John Hancock Preferred Income Fund Ii 24
John Hancock Preferred Income Fund Iii 24
BlackRock Advisors LLC 24
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 24
Nisa Investment Advisors, Llc 24
Invesco Bond Fund 24
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 24
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 24
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 24
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 24
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 24
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 24
Parallax Volatility Advisers, L.P. 24
Janus Henderson Group Plc 24
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 24
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 24
Gsa Capital Partners Llp 24
State Board Of Administration Of Florida Retirement System 24
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 24
Quantbot Technologies LP 24
GWM Advisors LLC 24
Umb Bank N A/mo 24
Vident Investment Advisory, LLC 24
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 24
Metropolitan Life Insurance Co/ny 24
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 24
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 24
XTX Topco Ltd 24
Lsv Asset Management 24
Harbour Investments, Inc. 24
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 24
Oregon Public Employees Retirement Fund 24
Lazard Asset Management Llc 24
Magnetar Financial LLC 24
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 24
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 23
CoreCap Advisors, LLC 23
Eaton Vance Management 23
TCI Wealth Advisors, Inc. 23
Css Llc/il 23
John Hancock Preferred Income Fund 23
Cornerstone Planning Group LLC 23
Ameritas Investment Partners, Inc. 23
Convergence Investment Partners, LLC 23
MetLife Investment Management, LLC 23
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 23
DekaBank Deutsche Girozentrale 23
Engineers Gate Manager LP 23
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 23
Brown Brothers Harriman & Co 23
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 23
First Hawaiian Bank 23
Hartland & Co., LLC 23
Los Angeles Capital Management Llc 23
Walleye Capital LLC 23
Canada Pension Plan Investment Board 23
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 23
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 23
Flaherty & Crumrine Preferred Securities Income Fund Inc 23
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 23
Two Sigma Securities, Llc 23
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 23
Atria Investments Llc 23
Nuveen Preferred & Income 2022 Term Fund 23
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 23
MetLife Securities, Inc 23
Public Employees Retirement System Of Ohio 23
Ronald Blue Trust, Inc. 23
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 23
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 23
Farther Finance Advisors, LLC 23
MBOVX - M FUND INC - M Large Cap Value Fund 23
Great West Life Assurance Co /can/ 23
Dynamic Technology Lab Private Ltd 23
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 23
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 23
M&t Bank Corp 23
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 23
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 23
MAI Capital Management 23
Farmers & Merchants Investments Inc 23
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 23
Mercer Global Advisors Inc /adv 23
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 23
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 23
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 23
Suntrust Banks Inc 23
Panagora Asset Management Inc 23
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 23
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 23
Acrospire Investment Management LLC 23
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 23
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 23
Teachers Advisors, Llc 23
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 23
AdvisorNet Financial, Inc 23
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 23
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 23
Wealthspire Advisors, L.P. 23
Manchester Capital Management LLC 22
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 22
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 22
Teacher Retirement System Of Texas 22
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 22
Salomon & Ludwin, LLC 22
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 22
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 22
Bartlett & Co. Wealth Management Llc 22
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 22
Natixis Advisors, L.p. 22
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 22
Oxford Asset Management Llp 22
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 22
Ergoteles LLC 22
Capstone Investment Advisors, Llc 22
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 22
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 22
Skopos Labs, Inc. 22
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 22
ProShare Advisors LLC 22
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 22
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 22
Brandywine Global Investment Management, LLC 22
Eaton Vance Tax Advantaged Global Dividend Income Fund 22
RMB Capital Management, LLC 22
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 22
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 22
Parkside Financial Bank & Trust 22
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 22
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 22
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 22
Principal Securities, Inc. 22
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 22
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 22
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 22
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 22
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 22
Tudor Investment Corp Et Al 22
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 22
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 22
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 22
World Asset Management Inc 22
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 22
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 22
Marshall Wace North America L.P. 22
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 22
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 22
Berman Capital Advisors, LLC 22
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 22
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 22
State of Tennessee, Treasury Department 22
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 22
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 22
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 22
JustInvest LLC 22
Private Advisor Group, LLC 22
Karp Capital Management Corp 22
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 22
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 22
United Capital Financial Advisers, Llc 22
Denali Advisors Llc 22
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 22
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 22
Lindbrook Capital, Llc 22
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 22
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 22
Sequoia Financial Advisors, LLC 22
Motco 22
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 22
Federation des caisses Desjardins du Quebec 22
State Of Wisconsin Investment Board 22
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 22
Flaherty & Crumrine Total Return Fund Inc 22
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 22
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 22
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 22
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 22
Principal Financial Group Inc 22
Bell Investment Advisors, Inc 22
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 22
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 22
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 22
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 22
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 22
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 22
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 22
Blair William & Co/il 22
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 22
Commonwealth Equity Services, Llc 22
Allspring Global Investments Holdings, LLC 22
Ground Swell Capital, LLC 22
OMERS ADMINISTRATION Corp 22
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 22
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 22
Cresset Asset Management, LLC 22
Nomura Asset Management Co Ltd 22
Mariner, LLC 21
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 21
Sanctuary Advisors, LLC 21
Gemmer Asset Management LLC 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 21
Synovus Financial Corp 21
Gradient Investments LLC 21
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 21
Truist Financial Corp 21
Healthcare Of Ontario Pension Plan Trust Fund 21
Flaherty & Crumrine Preferred Income Fund Inc 21
LS Investment Advisors, LLC 21
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 21
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 21
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 21
Winton Capital Group Ltd 21
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 21
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 21
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 21
Cerity Partners LLC 21
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 21
International Assets Investment Management, Llc 21
Tocqueville Asset Management L.p. 21
BlackRock Group LTD 21
Daiwa Securities Group Inc. 21
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 21
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 21
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 21
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 21
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 21
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 21
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 21
Public Employees Retirement Association Of Colorado 21
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 21
Snowden Capital Advisors LLC 21
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 21
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 21
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 21
Boston Private Wealth Llc 21
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 21
Deere & Co 21
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 21
Westpac Banking Corp 21
Mml Investors Services, Llc 21
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 21
Alberta Investment Management Corp 21
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 21
Natixis 21
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 21
Point72 Asset Management, L.P. 21
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 21
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 21
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 21
Enterprise Financial Services Corp 21
Sandy Spring Bank 21
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 21
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 21
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 21
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 21
Sowell Financial Services LLC 21
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 21
Spire Wealth Management 21
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 21
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 21
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 21
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 21
Jfs Wealth Advisors, Llc 21
BlueCrest Capital Management Ltd 21
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 21
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 21
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 21
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 21
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 21
Susquehanna Fundamental Investments, Llc 21
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 21
Grantham, Mayo, Van Otterloo & Co. LLC 21
Creative Financial Designs Inc /adv 21
Regions Financial Corp 21
Public Sector Pension Investment Board 21
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 20
Sound Income Strategies, LLC 20
Schubert & Co 20
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 20
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 20
Polar Asset Management Partners Inc. 20
Nordea Investment Management Ab 20
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 20
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 20
Vantagepoint Funds 20
Capital Fund Management S.a. 20
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 20
Jones Financial Companies Lllp 20
Valeo Financial Advisors, LLC 20
Twin Tree Management, LP 20
Skandinaviska Enskilda Banken AB (publ) 20
Shell Asset Management Co 20
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 20
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 20
Aigen Investment Management, Lp 20
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 20
Virginia Retirement Systems Et Al 20
Optiver Holding B.V. 20
Oppenheimer Funds Inc 20
Fiera Capital Corp 20
Trexquant Investment LP 20
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 20
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 20
Vanguard Index Funds 20
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 20
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 20
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 20
Cetera Investment Advisers 20
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 20
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 20
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 20
Hancock Whitney Corp 20
Colony Group, LLC 20
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 20
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 20
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 20
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 20
Dreman Value Management, L L C 20
Clear Street Markets Llc 20
Boothbay Fund Management, Llc 20
John Hancock Hedged Equity & Income Fund 20
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 20
RidgeWorth Capital Management LLC 20
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 20
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 20
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 20
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 20
Tfs Capital Llc 20
ORG Partners LLC 20
Stevens Capital Management Lp 20
CIBC Asset Management Inc 20
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 20
Brookstone Capital Management 20
Fox Run Management, L.l.c. 20
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 20
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 20
1832 Asset Management L.P. 20
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 20
Plante Moran Financial Advisors, LLC 20
Benjamin F. Edwards & Company, Inc. 20
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 20
Carroll Financial Associates, Inc. 20
Man Group plc 20
Covestor Ltd 20
Centiva Capital, LP 20
Employees Retirement System of Texas 20
CI Private Wealth, LLC 20
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 20
D.a. Davidson & Co. 20
Stratos Wealth Partners, LTD. 20
Money Concepts Capital Corp 20
Fieldpoint Private Securities, LLC 20
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 20
Atlas Capital Advisors Llc 20
Brown Advisory Inc 20
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 20
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 20
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 19
McIlrath & Eck, LLC 19
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 19
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 19
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 19
Catalyst Capital Advisors LLC 19
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 19
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 19
Great Lakes Advisors, Llc 19
KBC Group NV 19
FIL Ltd 19
SRS Capital Advisors, Inc. 19
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 19
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 19
Quadrature Capital Ltd 19
Patriot Financial Group Insurance Agency, LLC 19
North Star Investment Management Corp. 19
Bank Of Nova Scotia 19
Quantinno Capital Management LP 19
Wealth Enhancement Advisory Services, Llc 19
Mitsubishi UFJ Trust & Banking Corp 19
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 19
Sawtooth Solutions, LLC 19
C M Bidwell & Associates Ltd 19
Td Private Client Wealth Llc 19
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 19
Y-Intercept (Hong Kong) Ltd 19
IPPP - Listed Funds Trust - Preferred-Plus ETF 19
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 19
CVA Family Office, LLC 19
Barings Llc 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 19
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 19
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 19
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 19
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 19
Ontario Teachers Pension Plan Board 19
Keybank National Association/oh 19
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 19
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 19
Candriam Luxembourg S.C.A. 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 19
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 19
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 19
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 19
Brinker Capital Investments, LLC 19
Exchange Traded Concepts, Llc 19
Proficio Capital Partners LLC 19
Cetera Advisor Networks LLC 19
Amundi 19
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 19
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 19
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 19
Managed Account Advisors Llc 19
CIBC World Markets Inc. 19
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 19
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 19
True Wealth Design, LLC 19
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 19
Virtus Global Dividend & Income Fund Inc. 19
Rothschild Investment Llc 19
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 19
Old Mission Capital Llc 19
Ameritas Advisory Services, LLC 19
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 19
SageView Advisory Group, LLC 19
Prestige Wealth Management Group LLC 19
Alpine Global Management, LLC 19
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 19
Wolverine Asset Management Llc 19
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 19
Commonwealth Equity Services, Inc 19
Wealthspire Advisors, LLC 19
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 19
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 19
Quent Capital, LLC 19
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 19
Oppenheimer & Co Inc 19
Perigon Wealth Management, LLC 19
Campbell & CO Investment Adviser LLC 19
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 19
Belpointe Asset Management LLC 19
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 19
Guggenheim Strategic Opportunities Fund 19
Hillsdale Investment Management Inc. 19
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 19
Bayesian Capital Management, LP 19
TD Waterhouse Canada Inc. 19
NEXT Financial Group, Inc 19
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 19
A.R.T. Advisors, LLC 19
Caitong International Asset Management Co., Ltd 18
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 18
National Bank Of Canada /fi/ 18
APG Asset Management N.V. 18
Ethic Inc. 18
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 18
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 18
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 18
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 18
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 18
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 18
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 18
Smartleaf Asset Management LLC 18
Quantitative Systematic Strategies LLC 18
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 18
Cullen/frost Bankers, Inc. 18
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 18
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 18
Voloridge Investment Management, Llc 18
Loomis Sayles & Co L P 18
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 18
FORA Capital, LLC 18
Winton Diversified Opportunities Fund 18
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 18
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 18
Numeric Investors Llc 18
First Mercantile Trust Co 18
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 18
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 18
Pathstone Family Office, Llc 18
IWV - iSHARES TRUST - iShares Russell 3000 ETF 18
Menta Capital Llc 18
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 18
State Farm Variable Product Trust 18
AE Wealth Management LLC 18
Whittier Trust Co Of Nevada Inc 18
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 18
Cary Street Partner Investment Advisory Llc 18
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 18
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 18
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 18
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 18
Highlander Capital Management, LLC 18
FinTrust Capital Advisors, LLC 18
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 18
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 18
Prospera Financial Services Inc 18
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 18
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 18
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 18
State Farm Mutual Fund Trust 18
Rehmann Capital Advisory Group 18
FineMark National Bank & Trust 18
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 18
Bokf, Na 18
First Command Advisory Services, Inc. 18
DAACX - Adviser Managed Trust - Diversified Equity Fund 18
Hantz Financial Services, Inc. 18
Ajo, Lp 18
Laurion Capital Management LP 18
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 18
Versor Investments LP 18
Hartford Mutual Funds Inc/ct 18
Pathstone Holdings, LLC 18
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 18
HAP Trading, LLC 18
Amalgamated Bank 18
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 18
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 18
UMA Financial Services, Inc. 18
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 18
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 18
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 18
Tiaa-cref Funds 18
Interval Partners, LP 18
Summit Trail Advisors, Llc 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 18
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 18
Coldstream Capital Management Inc 18
Guggenheim Active Allocation Fund 18
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 18
Trust Co Of Vermont 18
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 18
Global X Funds 18
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 18
United Services Automobile Association 18
Larson Financial Group LLC 18
Hudson Bay Capital Management LP 18
Centaurus Financial, Inc. 18
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 18
WFG Advisors, LP 18
Jupiter Asset Management Ltd 18
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 18
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 18
Brookfield Asset Management Inc. 18
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 18
Capital Advisors, Ltd. LLC 18
Baird Financial Group, Inc. 18
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 18
URTH - iShares, Inc. - iShares MSCI World ETF 18
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 18
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 18
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 18
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 18
Financial Management Professionals, Inc. 18
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 18
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 18
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 18
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 18
Point72 Hong Kong Ltd 18
BRYN MAWR TRUST Co 18
Arizona State Retirement System 18
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 18
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 18
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 18
Blueshift Asset Management, LLC 18
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 18
American Portfolios Advisors 18
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 18
Massachusetts Financial Services Co /ma/ 18
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 18
Evergreen Capital Management Llc 18
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 18
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 18
Td Asset Management Inc 18
Highbridge Capital Management Llc 18
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 18
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 18
Hbk Investments L P 18
Sunbelt Securities, Inc. 17
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 17
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 17
Smithfield Trust Co 17
Chicago Equity Partners Llc 17
SJS Investment Consulting Inc. 17
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 17
Assenagon Asset Management S.A. 17
GHP Investment Advisors, Inc. 17
Harbor Investment Advisory, Llc 17
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 17
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 17
We Are One Seven, LLC 17
Root Financial Partners, LLC 17
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 17
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 17
Empowered Funds, LLC 17
MBEQX - M FUND INC - M International Equity Fund 17
First Horizon Corp 17
IndexIQ Advisors LLC 17
Eqis Capital Management, Inc. 17
Commerce Bank 17
Piedmont Investment Advisors Llc 17
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 17
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 17
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 17
Jane Street Holding, LLC 17
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 17
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 17
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 17
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 17
SAC Capital Advisors LP 17
Wetherby Asset Management Inc 17
Stonebridge Capital Advisors LLC 17
Aviva Plc 17
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 17
Riverhead Capital Management Llc 17
DRW Securities, LLC 17
Ellington Management Group Llc 17
Golden State Wealth Management, LLC 17
Nuveen Variable Rate Preferred & Income Fund 17
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 17
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 17
Ropes Wealth Advisors Llc 17
Gotham Asset Management, LLC 17
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 17
Hexagon Capital Partners LLC 17
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 17
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 17
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 17
Kayne Anderson Rudnick Investment Management Llc 17
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 17
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 17
BNP Paribas Asset Management Holding S.A. 17
Pnc Funds 17
Penserra Capital Management LLC 17
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 17
Regentatlantic Capital Llc 17
NumerixS Investment Technologies Inc 17
Old Mutual Global Investors (UK) Ltd. 17
Global Income Builder Portfolio - Global Income Builder Portfolio 17
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 17
Asset Management One Co., Ltd. 17
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 17
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 17
Ensign Peak Advisors, Inc 17
JNBA Financial Advisors 17
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 17
LMR Partners LLP 17
QS Investors, LLC 17
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 17
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 17
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 17
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 17
Advisor Partners Llc 17
Vanguard Fiduciary Trust Co 17
Graham Capital Management, L.P. 17
Freestone Capital Holdings, LLC 17
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 17
Seven Eight Capital, Lp 17
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 17
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 17
Royce & Associates Lp 17
Diversified Trust Co 17
First Republic Investment Management, Inc. 17
Usca Ria Llc 17
Xponance, Inc. 17
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 17
Accel Wealth Management 17
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 17
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 17
Glen Eagle Advisors, LLC 17
Stephens Inc /ar/ 17
Jefferies Financial Group Inc. 17
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 17
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 17
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 17
Intech Investment Management Llc 17
Wipfli Financial Advisors Llc, 17
CAPROCK Group, Inc. 17
Kennedy Capital Management, Inc. 17
Pictet Asset Management Sa 17
Old National Bancorp /in/ 17
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 17
Caisse De Depot Et Placement Du Quebec 17
Kilter Group LLC 17
Guardian Wealth Advisors, LLC 17
Erste Asset Management GmbH 17
New York State Teachers Retirement System 17
Greenleaf Trust 17
Commonwealth Bank Of Australia 17
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 17
First Quadrant L P/ca 17
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 17
IXG - iSHARES TRUST - iShares Global Financials ETF 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 17
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 17
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 17
Picton Mahoney Asset Management 16
Eagle Bay Advisors LLC 16
Gyon Technologies Capital Management, LP 16
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 16
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 16
Crewe Advisors LLC 16
Dark Forest Capital Management Lp 16
Westside Investment Management, Inc. 16
James Investment Research Inc 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 16
PineBridge Investments, L.P. 16
Oakworth Capital, Inc. 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 16
Quarry LP 16
Nuveen, LLC 16
Tcwp Llc 16
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 16
Ellevest, Inc. 16
Quantamental Technologies LLC 16
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 16
JNL SERIES TRUST - JNL Bond Index Fund (I) 16
Weiss Asset Management LP 16
VGLSX - VALIC Co I - Global Strategy Fund 16
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 16
Highland Capital Management, Llc 16
Shelton Capital Management 16
Fuller & Thaler Asset Management, Inc. 16
Essential Partners LLC 16
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 16
Wbi Investments, Inc. 16
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 16
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 16
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 16
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 16
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 16
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 16
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 16
Meridian Wealth Partners, LLC 16
Flagship Harbor Advisors, Llc 16
U.S. Capital Wealth Advisors, LLC 16
Cornercap Investment Counsel Inc 16
Vanguard Global Advisers, LLC 16
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 16
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 16
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 16
Ausdal Financial Partners, Inc. 16
Bridgefront Capital, LLC 16
Capstone Asset Management Co 16
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 16
Vanguard Portfolio Management Llc 16
Ing Groep Nv 16
Asset Dedication, LLC 16
Axq Capital, Lp 16
State of Alaska, Department of Revenue 16
Bridgewater Associates, LP 16
FourThought Financial, LLC 16
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 16
Ameritas Investment Corp 16
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 16
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 16
Howe & Rusling Inc 16
Washington Trust Bank 16
MASTER BOND LLC - Master Total Return Portfolio 16
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 16
National Planning Corp 16
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 16
Martingale Asset Management L P 16
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 16
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 16
SBI Securities Co., Ltd. 16
Rafferty Asset Management, LLC 16
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 16
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 16
Toroso Investments, LLC 16
First Allied Advisory Services, Inc. 16
Oppenheimer Asset Management Inc. 16
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 16
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 16
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 16
Compagnie Lombard Odier SCmA 16
Paradigm Asset Management Co Llc 16
Advisors Preferred, LLC 16
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 16
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 16
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 16
Jump Financial, LLC 16
GAM Holding AG 16
Earnest Partners Llc 16
Hm Payson & Co 16
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 16
Jacobs Levy Equity Management, Inc 16
Colony Group Llc 16
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 16
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 16
Sciencast Management LP 16
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 16
Venturi Wealth Management, LLC 16
Kore Private Wealth LLC 16
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 16
Cornerstone Capital Management Holdings Llc. 16
Danske Bank A/s 16
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 16
Jain Global LLC 16
Evercore Wealth Management, LLC 16
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 16
Covington Capital Management 16
Rational Advisors Llc 16
Advanced Series Trust - Ast Advanced Strategies Portfolio 16
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 16
Twin Peaks Wealth Advisors, LLC 16
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 16
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 16
Fortitude Family Office, LLC 16
Bruce G. Allen Investments, LLC 16
State of Wyoming 16
Mather Group, Llc. 16
Savant Capital, LLC 16
Veriti Management LLC 16
Ieq Capital, Llc 16
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 16
BI Asset Management Fondsmaeglerselskab A/S 16
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 16
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 16
Pictet Asset Management Holding SA 16
Vident Advisory, LLC 16
Bogart Wealth, LLC 16
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 16
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 16
Calvert Investment Management, Inc. 16
Airain ltd 16
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 16
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 16
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 16
Forum Financial Management, LP 16
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 16
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 16
Claymore Exchange-traded Fund Trust 16
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 16
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 16
Aquatic Capital Management LLC 16
Johnson Financial Group, Inc. 16
John Hancock Premium Dividend Fund 16
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 16
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 16
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 16
Cohen & Steers Real Estate Opportunities & Income Fund 16
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 16
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 16
PENN SERIES FUNDS INC - International Equity Fund 16
Timber Hill LLC 16
Tfs Capital Investment Trust 16
Vestcor Inc 16
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 16
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 16
Wealthcare Capital Management Llc 16
Gulf International Bank (UK) Ltd 16
Algert Global Llc 16
Joel Isaacson & Co., LLC 16
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 16
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 16
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 16
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 16
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 15
Vanguard Horizon Funds 15
Stephens Consulting, LLC 15
Jpmorgan Trust Iii 15
Merit Financial Group, LLC 15
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 15
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 15
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 15
Veritable, L.P. 15
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 15
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 15
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 15
Advisor Partners Ii, Llc 15
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 15
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 15
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 15
Disciplined Investments, LLC 15
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 15
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 15
Clearbridge Investments, LLC 15
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 15
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 15
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 15
Putnam Investments Llc 15
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 15
Thompson Siegel & Walmsley Llc 15
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 15
San Francisco Sentry Investment Group (ca) 15
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 15
Ballentine Partners, LLC 15
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 15
Tfo-tdc, Llc 15
Kestra Private Wealth Services, Llc 15
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 15
Transamerica Financial Advisors, Inc. 15
Reilly Financial Advisors, Llc 15
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 15
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 15
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 15
Caxton Associates Lp 15
ClariVest Asset Management LLC 15
Arkadios Wealth Advisors 15
Jaffetilchin Investment Partners, LLC 15
Horizon Investments, LLC 15
Woodline Partners LP 15
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 15
Hemington Wealth Management 15
Profund Advisors Llc 15
Key FInancial Inc 15
Maryland State Retirement & Pension System 15
Police & Firemen's Retirement System of New Jersey 15
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 15
IMA Wealth, Inc. 15
Sugarloaf Wealth Management, LLC 15
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 15
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 15
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 15
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 15
Cornerstone Advisors, Inc. 15
Vigilant Capital Management, LLC 15
NewSquare Capital LLC 15
Occudo Quantitative Strategies Lp 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 15
Raymond James Trust N.a. 15
Clark Capital Management Group, Inc. 15
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 15
Commerzbank Aktiengesellschaft /fi 15
Hexavest Inc. 15
Ci Investments Inc. 15
Alyeska Investment Group, L.P. 15
DAVENPORT & Co LLC 15
Wealthfront Inc 15
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 15
Balentine LLC 15
Cromwell Holdings LLC 15
Landscape Capital Management, L.l.c. 15
Capital Returns Management, LLC 15
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 15
Valley National Advisers Inc 15
MML Series Investment Fund II - MML Blend Fund Initial Class 15
Mackay Shields Llc 15
Livforsakringsbolaget Skandia, Omsesidigt 15
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 15
Zions Bancorporation, National Association /ut/ 15
LRI Investments, LLC 15
DAINX - Dunham Funds - Dunham International Stock Fund Class A 15
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 15
Pinnacle Associates Ltd 15
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 15
WealthPLAN Partners, LLC 15
Grove Bank & Trust 15
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 15
Mirae Asset Global Investments Co., Ltd. 15
Archford Capital Strategies, LLC 15
Entropy Technologies, LP 15
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 15
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 15
Citizens Financial Group Inc/ri 15
Royal London Asset Management Ltd 15
Element Capital Management Llc 15
JPL Wealth Management, LLC 15
Alps Advisors Inc 15
Janney Capital Management LLC 15
People's United Financial, Inc. 15
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 15
Handelsbanken Fonder AB 15
Capital Performance Advisors Llp 15
VTL Associates, LLC 15
Placemark Investments, Inc. 15
Steward Financial Group LLC 15
Emerald Acquisition Ltd. 15
Princeton Alpha Management LP 15
Swiss Life Asset Management Ltd 15
Jacobi Capital Management LLC 15
Elkfork Partners LLC 15
Teza Capital Management LLC 15
Buckingham Strategic Partners 15
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 15
IHT Wealth Management, LLC 15
Ritholtz Wealth Management 15
MQS Management LLC 15
Atlantic Trust, LLC 15
Operose Advisors LLC 15
Mutual Of America Capital Management Llc 15
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 15
Resources Investment Advisors, LLC. 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 15
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 15
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 15
Evoke Wealth, Llc 15
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 15
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 15
BlackRock Japan Co. Ltd 15
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 15
General Motors Investment Management Corp 15
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 15
Alera Investment Advisors, LLC 15
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 15
Zions Bancorporation, N.A. 15
Wiley Bros.-aintree Capital, Llc 15
Beacon Pointe Advisors, LLC 15
FNY Managed Accounts LLC 15
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 15
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 15
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 15
Fortitude Advisory Group L.L.C. 15
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 15
Headlands Technologies LLC 15
CX Institutional 15
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 15
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 15
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 15
Abound Wealth Management 14
Montag A & Associates Inc 14
Warren Averett Asset Management, LLC 14
Dupont Capital Management Corp 14
Lord, Abbett & Co. Llc 14
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 14
Vermillion Wealth Management, Inc. 14
Scotia Capital Inc. 14
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 14
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 14
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 14
Zions Bancorporation 14
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 14
Csenge Advisory Group 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 14
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 14
Seacrest Wealth Management, Llc 14
Financial Gravity Companies, Inc. 14
Point72 Asia (Singapore) Pte. Ltd. 14
Campbell Multi-strategy Trust 14
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 14
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 14
Soros Fund Management Llc 14
Associated Banc-corp 14
Boston Private Bank & Trust Co 14
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 14
Wilbanks Smith & Thomas Asset Management Llc 14
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 14
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 14
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 14
Vantage Consulting Group Inc 14
Vanguard Investments Australia, Ltd. 14
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 14
Weld Capital Management Llc 14
Cipher Capital LP 14
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 14
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 14
Checchi Capital Advisers, LLC 14
Salem Investment Counselors Inc 14
Cable Hill Partners, LLC 14
Summit Global Investments 14
NorthCoast Asset Management LLC 14
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 14
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 14
EBI - RBB Fund Trust - Longview Advantage ETF 14
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 14
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 14
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 14
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 14
Owl Creek Wealth Partners LLC 14
Bb&t Securities, Llc 14
Korea Investment CORP 14
USS Investment Management Ltd 14
Analytic Investors, LLC 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 14
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 14
Whipplewood Advisors, LLC 14
Bare Financial Services, Inc 14
Meritage Portfolio Management 14
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 14
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 14
Gabelli Funds Llc 14
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 14
Pathway Financial Advisors LLC 14
Utah Retirement Systems 14
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 14
Chevy Chase Trust Holdings, Inc. 14
NN Investment Partners Holdings N.V. 14
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 14
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 14
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 14
IAK - iSHARES TRUST - iShares U.S. Insurance ETF 14
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 14
Brevan Howard Capital Management LP 14
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 14
Nuveen Tax-advantaged Dividend Growth Fund 14
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 14
Mycio Wealth Partners, Llc 14
Diametric Capital, LP 14
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 14
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 14
Financial Architects, Inc 14
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 14
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 14
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 14
Edgestream Partners, L.P. 14
Numerai GP LLC 14
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 14
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 14
Atria Wealth Solutions, Inc. 14
Fisher Asset Management, LLC 14
VANGUARD ASSET MANAGEMENT, Ltd 14
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 14
Maverick Capital Ltd 14
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 14
Mv Capital Management, Inc. 14
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 14
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 14
Petrus Trust Company, LTA 14
First Personal Financial Services 14
Rydex Etf Trust 14
Virtus Global Multi-sector Income Fund 14
John Hancock Income Securities Trust 14
Sumitomo Mitsui Trust Holdings, Inc. 14
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 14
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 14
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 14
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 14
HB Wealth Management, LLC 14
Spot Trading L.L.C 14
Humankind Benefit Corp - Humankind US Stock ETF 14
Blackrock Core Bond Trust 14
Itau Unibanco Holding S.A. 14
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 14
Capital Analysts, Inc. 14
Avantax Planning Partners, Inc. 14
Baker Avenue Asset Management, LP 14
Contravisory Investment Management, Inc. 14
JJJ Advisors Inc. 14
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 14
Peak6 Llc 14
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 14
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 14
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 14
WASHINGTON TRUST Co 14
ETRADE Capital Management LLC 14
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 14
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 14
Johnson Investment Counsel Inc 14
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 14
Weiss Multi-Strategy Advisers LLC 14
Prudential Plc 14
WealthStone, Inc. 14
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 14
Intellectus Partners, LLC 14
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 14
Avestar Capital, LLC 14
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 14
Eagle Asset Management Inc 14
Cigna Investments Inc /new 14
Arlington Partners LLC 14
Systematic Financial Management Lp 14
Pearl River Capital, LLC 14
Lenox Wealth Advisors, LLC 14
Lee Financial Co 14
Silvercrest Asset Management Group Llc 14
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 14
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 14
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 14
WR Wealth Planners, LLC 14
Trust Department Mb Financial Bank N A 14
Truvestments Capital Llc 14
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 14
Concord Wealth Partners 14
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 14
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 14
Evolve Private Wealth, Llc 14
Amundi Pioneer Asset Management Inc 14
AlphaCore Capital LLC 14
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 14
Independent Portfolio Consultants, Inc. 14
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 14
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 14
Thomas White International Ltd 14
Glen Harbor Capital Management LLC 14
RBB FUND, INC. - Aquarius International Fund 14
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 14
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 14
Optimum Investment Advisors 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 14
Financial Consulate, Inc 14
Bowling Portfolio Management LLC 14
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 14
Rise Advisors, LLC 14
MUFG Securities EMEA plc 14
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 14
Standard Life Aberdeen plc 14
Holocene Advisors, LP 13
Keating Financial Advisory Services, Inc. 13
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 13
Voleon Capital Management Lp 13
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 13
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 13
Twinbeech Capital Lp 13
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 13
Kovitz Investment Group Partners, LLC 13
GV Financial Advisors 13
New York Life Investment Management Llc 13
Global Financial Private Client, LLC 13
Securian Asset Management, Inc 13
Advisor Resource Council 13
Thompson Davis & Co., Inc. 13
Next Financial Holdings 13
Louisiana State Employees Retirement System 13
Capula Management Ltd 13
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 13
Harvest Fund Management Co., Ltd 13
Moneta Group Investment Advisors Llc 13
Coastal Investment Advisors, Inc. 13
National Pension Service 13
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 13
Invictus RG Pte. Ltd. 13
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 13
Weaver Consulting Group 13
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 13
Visium Asset Management, LP 13
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 13
Cinctive Capital Management LP 13
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 13
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 13
Andra AP-fonden 13
FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund 13
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 13
Ledyard National Bank 13
Hollencrest Capital Management 13
Private Ocean, LLC 13
Corebridge Financial, Inc. 13
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 13
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 13
Continuum Advisory, LLC 13
SHP Wealth Management 13
Sit Investment Associates Inc 13
Capital Asset Advisory Services LLC 13
Measured Wealth Private Client Group, LLC 13
PENN SERIES FUNDS INC - Developed International Index Fund 13
Integrated Investment Consultants, LLC 13
Private Wealth Asset Management, LLC 13
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 13
Meadow Creek Investment Management LLC 13
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 13
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 13
Boston Partners 13
Krilogy Financial LLC 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 13
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 13
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 13
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 13
Winslow, Evans & Crocker, Inc. 13
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 13
Hughes Financial Services, LLC 13
Sargent Bickham Lagudis LLC 13
Raleigh Capital Management Inc. 13
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 13
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 13
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 13
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 13
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 13
EP Wealth Advisors, Inc. 13
VCSBX - VALIC Co II - Strategic Bond Fund 13
Moors & Cabot, Inc. 13
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 13
John Hancock Tax-advantaged Dividend Income Fund 13
Voya Global Advantage & Premium Opportunity Fund 13
CIBC Bancorp USA Inc. 13
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 13
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 13
Chicago Partners Investment Group LLC 13
Connor Clark & Lunn Investment Management Ltd 13
Nebula Research & Development LLC 13
Sierra Capital LLC 13
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 13
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 13
Ashton Thomas Private Wealth, LLC 13
Robeco Institutional Asset Management B.V. 13
Lido Advisors, LLC 13
Freedman Financial Associates, Inc. 13
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 13
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 13
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 13
CPSIX - Unified Series Trust - Fci Bond Fund 13
Texas Permanent School Fund 13
High Note Wealth, LLC 13
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 13
Pine River Capital Management L.P. 13
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 13
EntryPoint Capital, LLC 13
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 13
Algebris (uk) Ltd 13
CSat Investment Advisory, L.P. 13
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 13
VCBDX - VALIC Co I - Core Bond Fund 13
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 13
Van Eck Associates Corp 13
Old Mutual Customised Solutions (proprietary) Ltd 13
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 13
Globeflex Capital L P 13
Northern Trust Co Of Connecticut 13
Mn Services Vermogensbeheer B.V. 13
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 13
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 13
Lighthouse Investment Partners, LLC 13
Adage Capital Partners Gp, L.l.c. 13
Signet Financial Management, Llc 13
Capital Bank & Trust Co 13
Boston Advisors Llc 13
Triumph Capital Management 13
Sanctuary Wealth Advisors, LLC 13
Eudaimonia Partners, LLC 13
Cibc World Markets Corp 13
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 13
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 13
State of New Jersey Common Pension Fund D 13
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 13
Philadelphia Financial Management of San Francisco, LLC 13
RBF Capital, LLC 13
Integrated Wealth Concepts LLC 13
Zacks Investment Management 13
Shapiro Robert N 13
TFC Financial Management 13
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 13
Mutual Advisors, LLC 13
Truewealth Llc 13
Carolinas Wealth Consulting Llc 13
State Of Michigan Retirement System 13
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 13
Natixis Investment Managers International 13
Hanseatic Management Services Inc 13
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 13
Trustcore Financial Services, Llc 13
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 13
Verus Capital Partners, Llc 13
Amalgamated Financial Corp. 13
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 13
Sivia Capital Partners, LLC 13
VCAAX - VALIC Co I - Asset Allocation Fund 13
Cordant, Inc. 13
Illinois Municipal Retirement Fund 13
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 13
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 13
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 13
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 13
Balasa Dinverno & Foltz Llc 13
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 13
BNP Paribas Investment Partners S.A. 13
Quest Partners LLC 13
Nine Chapters Capital Management LLC 13
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 13
Paragon Capital Management Ltd 13
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 13
Retirement Systems of Alabama 13
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 13
Sachetta, LLC 13
Iat Reinsurance Co Ltd. 13
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 13
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 13
Next Capital Management LLC 13
Calamos Global Dynamic Income Fund 13
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 13
Calamos Advisors LLC 13
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 13
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 13
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 13
Stone Ridge Asset Management LLC 13
BerganKDV Wealth Management, LLC 13
Calamos Strategic Total Return Fund 13
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 13
Activest Wealth Management 13
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 13
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 13
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 13
Liberty Mutual Group Asset Management Inc. 13
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 13
Vise Technologies, Inc. 13
Caption Management, LLC 13
AQGNX - AQR Funds - AQR Global Equity Fund Class N 13
Trustmark National Bank Trust Department 13
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 13
Forsta Ap-fonden 13
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 13
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 13
Cambria Investment Management, L.P. 13
Pictet Asset Management Ltd 13
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 13
Delta Asset Management Llc/tn 13
Tompkins Financial Corp 13
Wealthcare Advisory Partners LLC 13
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 13
Rossby Financial, LCC 13
Qrg Capital Management, Inc. 13
Catalyst Funds Management Pty Ltd 13
Laird Norton Trust Company, Llc 13
Kanaly Trust Co 13
Mount Yale Investment Advisors, LLC 13
Aster Capital Management (DIFC) Ltd 13
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 13
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 13
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 13
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 13
Oppenheimer Variable Account Funds 13
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 13
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 13
Profunds - Profund Vp Small-cap 13
Webster Bank, N. A. 13
Gamco Investors, Inc. Et Al 13
Heritage Wealth Advisors 13
Symphony Asset Management Llc 13
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 12
Allstate Corp 12
Horan Securities, Inc. 12
Lombard Odier Asset Management (Switzerland) SA 12
Agf Investments Inc. 12
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 12
Private Wealth Management Group, LLC 12
IBM Retirement Fund 12
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 12
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 12
New England Securities Corp /MA/ 12
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 12
Absolute Return Capital, LLC 12
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 12
HFM Investment Advisors, LLC 12
Lomas Capital Management, LLC 12
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 12
Cribstone Capital Management, LLC 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 12
Verdence Capital Advisors LLC 12
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 12
Delpha Capital Management, Llc 12
Worldquant Millennium Advisors Llc 12
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 12
Cornerstone Wealth Management, LLC 12
Spark Investment Management LLC 12
WPG Advisers, LLC 12
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 12
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 12
OHIO NATIONAL FUND INC - ON International Equity Portfolio 12
Scientech Research LLC 12
Susquehanna Portfolio Strategies, LLC 12
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 12
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 12
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 12
Icon Wealth Partners, LLC 12
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 12
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 12
Atticus Wealth Management, Llc 12
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 12
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 12
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 12
Legacy Financial Advisors, Inc. 12
Cnh Partners Llc 12
FJ Capital Management LLC 12
Klp Kapitalforvaltning As 12
Financial Advocates Investment Management 12
Mason Street Advisors, Llc 12
Alphacrest Capital Management Llc 12
ENDW - EA Series Trust - Cambria Endowment Style ETF 12
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 12
Riverview Trust Co 12
Duality Advisers, Lp 12
Todd Asset Management Llc 12
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 12
HBK Sorce Advisory LLC 12
Ab Pooling Portfolios 12
HHM Wealth Advisors, LLC 12
Bay Harbor Wealth Management, LLC 12
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 12
DnB Asset Management AS 12
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 12
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 12
Pensionmark Financial Group, Llc 12
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 12
Colonial Trust Co / SC 12
GW&K Investment Management, LLC 12
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 12
Eaton Vance Ltd Duration Income Fund 12
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 12
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 12
Qtron Investments LLC 12
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 12
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 12
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 12
Kingsview Wealth Management, LLC 12
Treasurer of the State of North Carolina 12
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 12
Curio Wealth, Llc 12
Comerica Securities,inc. 12
Highline Wealth Partners Llc 12
NewEdge Wealth, LLC 12
Regal Investment Advisors LLC 12
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 12
Edge Wealth Management LLC 12
Wunderlich Securities, Inc. 12
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 12
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 12
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 12
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 12
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 12
FundVantage Trust - Verplanck Balanced Fund 12
Cca Investments Trust 12
Icon Advisers Inc/co 12
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 12
Forum Funds 12
Toth Financial Advisory Corp 12
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 12
Estabrook Capital Management 12
SLPIX - Profunds - Small-cap Profund Investor Class 12
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 12
Rsm Us Wealth Management Llc 12
Avion Wealth 12
Brighton Jones Llc 12
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 12
Eaton Vance Tax Advantaged Dividend Income Fund 12
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 12
CenterStar Fund, LLC 12
Cloud Capital Management, LLC 12
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 12
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 12
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 12
Northwest & Ethical Investments L.P. 12
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 12
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 12
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 12
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 12
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 12
Vontobel Holding Ltd. 12
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 12
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 12
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 12
Front Row Advisors LLC 12
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 12
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 12
Baldwin Brothers Inc/ma 12
Parkworth Wealth Management, Inc. 12
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 12
Counterpoint Mutual Funds LLC 12
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 12
Pzena Investment Management Llc 12
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 12
SOUTH STATE Corp 12
Rialto Wealth Management, LLC 12
Sumitomo Mitsui DS Asset Management Company, Ltd 12
BDO Wealth Advisors, LLC 12
Banco Bilbao Vizcaya Argentaria, S.a. 12
Childress Capital Advisors, Llc 12
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 12
Burney Co/ 12
Achmea Investment Management B.V. 12
Lingohr & Partner Asset Management GmbH 12
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 12
Washington Trust Advisors, Inc. 12
Pinnacle Bancorp, Inc. 12
Everence Capital Management Inc 12
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 12
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 12
Gupta Wealth Management LLC 12
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 12
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 12
VIDI - ETF Series Solutions - Vident International Equity Fund 12
UniSuper Management Pty Ltd 12
Prime Capital Investment Advisors, LLC 12
Point72 Europe (London) LLP 12
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 12
Savior LLC 12
Independent Advisor Alliance 12
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 12
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12
Koshinski Asset Management, Inc. 12
Lenox Wealth Management, Inc. 12
NSIDX - Northern Funds - Northern Small Cap Index Fund 12
Point72 (DIFC) Ltd 12
SECOR Capital Advisors, LP 12
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 12
Crestline Management, LP 12
Syon Capital Llc 12
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 12
Sutton Wealth Advisors Inc. 12
Arbiter Partners Capital Management LLC 12
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 12
I.g. Investment Management, Ltd. 12
Annis Gardner Whiting Capital Advisors, LLC 12
AustralianSuper Pty Ltd 12
Etf Managers Group, Llc 12
Xact Kapitalforvaltning AB 12
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 12
Thurston, Springer, Miller, Herd & Titak, Inc. 12
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 12
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 12
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 12
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 12
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 12
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 12
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 12
UYG - PROSHARES TRUST - ProShares Ultra Financials 12
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 12
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 12
Man Investments Ltd 12
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 12
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 12
Sei Trust Co 12
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 12
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 12
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 12
Newbridge Financial Services Group, Inc. 12
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 12
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 12
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 12
Cassaday & Co Wealth Management LLC 12
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 12
Parkwood LLC 12
Baird Robert W & Co Inc /wi/ 12
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 12
Index Management Solutions, LLC 12
Dixon Hughes Goodman Wealth Advisors LLC 12
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 12
VCSLX - VALIC Co I - Small Cap Index Fund 12
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 12
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 12
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 12
Community Bank, N.A. 12
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 12
DGS Capital Management, LLC 12
Fjarde Ap-fonden /fourth Swedish National Pension Fund 12
Glenmede Investment Management, LP 12
AHL Partners LLP 12
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 12
WealthCollab, LLC 12
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 12
Cahill Financial Advisors Inc 12
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 12
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 12
Kapitalo Investimentos Ltda 12
Inceptionr Llc 12
Moore Capital Management, Lp 12
Edmond De Rothschild Holding S.a. 12
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 12
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 12
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 12
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 12
Cetera Advisors LLC 12
Duncker Streett & Co Inc 12
Profunds - Profund Vp Financials 12
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 12
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 12
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 12
Profunds - Profund Vp Ultrasmall-cap 12
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 12
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 12
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 12
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 12
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 12
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 12
Vestmark Advisory Solutions, Inc. 11
Wetzel Investment Advisors, Inc. 11
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 11
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 11
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 11
Alliancebernstein Global High Income Fund Inc 11
NOINX - Northern Funds - Northern International Equity Index Fund 11
Perkins Coie Trust Co 11
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 11
Assured Investment Management LLC 11
Capital Investment Advisory Services, LLC 11
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 11
First Capital Advisors Group, LLC. 11
Irish Life Investment Managers Ltd. 11
NMIEX - Northern Funds - Active M International Equity Fund 11
Arlington Trust Co LLC 11
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 11
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 11
IMC-Chicago, LLC 11
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 11
Country Trust Bank 11
Insight Select Income Fund 11
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 11
FNY Partners Fund LP 11
Clear Harbor Asset Management, LLC 11
Capital Guardian Trust Co 11
ID Management A/S 11
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 11
Caxton Associates Llp 11
IYF - iSHARES TRUST - iShares U.S. Financials ETF 11
One Wealth Advisors, LLC 11
Quest Capital Management Inc /adv 11
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 11
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 11
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 11
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 11
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 11
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 11
Bailard, Inc. 11
Ubs Oconnor Llc 11
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 11
AGF Investments LLC 11
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 11
HighPoint Advisor Group LLC 11
SummitTX Capital, L.P. 11
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 11
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 11
Invictus RG 11
Simon Quick Advisors, Llc 11
Tsfg, Llc 11
Universal- Beteiligungs- und Servicegesellschaft mbH 11
IWM - iSHARES TRUST - iShares Russell 2000 ETF 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 11
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 11
Dubuque Bank & Trust Co 11
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11
Putnam Fl Investment Management Co 11
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 11
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 11
Reliance Trust Co Of Delaware 11
Dalton Greiner Hartman Maher & Co 11
Coppell Advisory Solutions LLC 11
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 11
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 11
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 11
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 11
Cassady Schiller Wealth Management, LLC 11
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 11
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 11
Delta Lloyd Nv 11
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 11
Ibex Wealth Advisors 11
FLDFX - Meeder Funds - BALANCED FUND Retail Class 11
Nuveen S&p 500 Dynamic Overwrite Fund 11
Elite Wealth Management, Inc. 11
Janus Capital Management Llc 11
Banque Cantonale Vaudoise 11
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 11
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 11
First Citizens Bank & Trust Co 11
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 11
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 11
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 11
Marquette Asset Management, LLC 11
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 11
Ossiam 11
JNL SERIES TRUST - JNL International Index Fund (I) 11
Seeyond 11
Blue Bell Private Wealth Management, Llc 11
Caldwell Trust Co 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 11
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 11
Asahi Life Asset Management Co., Ltd. 11
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 11
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 11
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 11
Leavell Investment Management, Inc. 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 11
E. Ohman J:or Asset Management AB 11
South Dakota Investment Council 11
Advanced Series Trust - Ast International Growth Portfolio 11
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 11
DiNuzzo Private Wealth, Inc. 11
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 11
New Mexico Educational Retirement Board 11
Hartford Series Fund Inc 11
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 11
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 11
Clean Yield Group 11
Banque Pictet & Cie Sa 11
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 11
Municipal Employees' Retirement System of Michigan 11
Legg Mason Investment Counsel, LLC 11
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 11
Bank Of Nova Scotia Trust Co 11
Anchor Investment Management, LLC 11
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 11
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 11
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 11
Leonteq Securities AG 11
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 11
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 11
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 11
TRUE Private Wealth Advisors 11
Old Second National Bank Of Aurora 11
Gideon Capital Advisors, Inc. 11
Altshuler Shaham Ltd 11
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 11
Founders Financial Alliance, LLC 11
Park Avenue Securities Llc 11
Townsquare Capital Llc 11
Smith Asset Management Group Lp 11
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 11
Rs Investment Trust 11
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 11
Apriem Advisors 11
VCCCX - VALIC Co I - Capital Conservation Fund 11
Water Island Capital Llc 11
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 11
Point72 Middle East FZE 11
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 11
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 11
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 11
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 11
VCGAX - VALIC Co I - Growth & Income Fund 11
Bedel Financial Consulting, Inc. 11
BBVA USA Bancshares, Inc. 11
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 11
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 11
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 11
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 11
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 11
Evolution Wealth Advisors, LLC 11
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 11
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 11
Pitcairn Co 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 11
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 11
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 11
PIMCO FUNDS - PIMCO Short Asset Portfolio 11
Mirabella Financial Services Llp 11
Venture Visionary Partners LLC 11
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 11
Redwood Investment Management, Llc 11
Binnacle Investments Inc 11
King Luther Capital Management Corp 11
Axxcess Wealth Management, Llc 11
Cambridge Trust Co 11
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 11
Winfield Associates, Inc. 11
Bradley Foster & Sargent Inc/ct 11
American Independence Funds Trust 11
Argent Trust Co 11
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 11
Gladius Capital Management LP 11
Virtus Investment Advisers, Inc. 11
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 11
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 11
Artemis Investment Management LLP 11
Roosevelt Investment Group Llc 11
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 11
MCF Advisors LLC 11
Bb&t Investment Services, Inc. 11
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 11
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 11
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 11
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 11
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 11
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 11
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 11
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 11
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 11
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 11
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 11
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 11
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 11
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 11
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 11
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 11
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 11
Archer Investment Corp 11
Yorktown Management & Research Co Inc 11
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 11
Cohen & Steers Mlp Income & Energy Opportunity Fund 11
Equitec Proprietary Markets, Llc 11
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 11
Advisory Research Inc 11
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 11
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 11
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 11
SA FUNDS INVESTMENT TRUST - SA International Value Fund 11
Dfa Investment Trust Co - The Dfa International Value Series 11
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 11
Pacitti Group Inc. 11
Cna Financial Corp 11
EJF Capital LLC 11
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 11
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 11
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 11
Burt Wealth Advisors 11
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 11
Kcm Investment Advisors Llc 11
Munder Series Trust 11
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 11
MML Series Investment Fund II - MML Equity Rotation Fund Class II 11
Western Asset Income Fund 11
Strategic Investment Solutions, Inc. /IL 11
Omnia Family Wealth, LLC 11
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 11
IWB - iSHARES TRUST - iShares Russell 1000 ETF 11
HighVista Strategies LLC 11
Leuthold Group, Llc 11
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 11
Hotchkis & Wiley Capital Management Llc 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 11
M&r Capital Management Inc 11
Mckinley Capital Management Llc /delaware 11
Bbva Usa 11
Moody National Bank Trust Division 11
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 11
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 11
Torren Management, LLC 11
Usaa Etf Trust 11
Jnl Series Trust - Jnl/mellon International Index Fund (a) 11
VCCBX - VALIC Co II - Core Bond Fund 11
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 11
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 11
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 11
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 11
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 11
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 11
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 11
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 11
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 11
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 11
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 11
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 11
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 11
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 11
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 11
Gillson Capital LP 11
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 11
Dunhill Financial, LLC 11
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 11
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 11
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 11
Cedar Mountain Advisors, LLC 11
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 11
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 11
GeoWealth Management, LLC 11
Oliver Lagore Vanvalin Investment Group 11
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 11
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 11
TRANSAMERICA FUNDS - Transamerica Core Bond I2 11
Maven Securities LTD 11
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 11
Benjamin Edwards Inc 11
Haber Trilix Advisors, Lp 11
Keeley Asset Management Corp 11
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 11
Principia Wealth Advisory, LLC 11
GPS Wealth Strategies Group, LLC 10
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 10
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 10
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 10
Bogle Investment Management L P /de/ 10
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 10
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 10
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 10
Endurance Wealth Management, Inc. 10
First Interstate Bank 10
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 10
Gofen & Glossberg Llc /il/ 10
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 10
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 10
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 10
Hudock, Inc. 10
Quaker Wealth Management, LLC 10
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 10
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 10
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 10
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 10
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 10
Tarbox Family Office, Inc. 10
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 10
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 10
Gerstein Fisher 10
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 10
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 10
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 10
Carlson Capital L P 10
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 10
City Holding Co 10
Barnett & Company, Inc. 10
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 10
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 10
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 10
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 10
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 10
Camden Capital, LLC 10
Aaron Wealth Advisors LLC 10
Baystate Wealth Management LLC 10
Livingston Group Asset Management CO (operating as Southport Capital Management) 10
Pallas Capital Advisors LLC 10
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 10
HYLD - Exchange Listed Funds Trust - High Yield ETF 10
Tobam 10
Keebeck Alpha, LP 10
Voya Financial Advisors, Inc. 10
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 10
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 10
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 10
Security National Trust Co 10
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 10
Focused Wealth Management, Inc 10
Tredje AP-fonden 10
Zweig-DiMenna Associates LLC 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 10
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 10
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 10
Addison Advisors LLC 10
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 10
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 10
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 10
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 10
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 10
Ckw Financial Group 10
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 10
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 10
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 10
Integrated Wealth Management 10
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 10
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 10
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 10
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 10
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 10
Column Capital Advisors, LLC 10
Swedbank AB 10
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 10
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 10
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 10
Meiji Yasuda Asset Management Co Ltd. 10
Capital Advisory Group Advisory Services, LLC 10
Brave Asset Management Inc 10
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 10
Atwood & Palmer Inc 10
Concert Wealth Management Inc. 10
CCMG - EA Series Trust - CCM Global Equity ETF 10
VCIEX - VALIC Co I - International Equities Index Fund 10
Dynamic Technology Lab Pte Ltd 10
Brinker Capital Inc 10
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 10
Deseret Mutual Benefit Administrators 10
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 10
American Capital Advisory, LLC 10
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 10
RFP Financial Group LLC 10
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 10
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 10
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 10
Atlantic Union Bankshares Corp 10
Kalos Management, Inc. 10
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 10
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 10
Paces Ferry Wealth Advisors, Llc 10
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 10
SpiderRock Trading LLC 10
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF 10
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 10
Tradeworx Inc. 10
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 10
CWM Advisors, LLC 10
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 10
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 10
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 10
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 10
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 10
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 10
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 10
Arete Wealth Advisors, LLC 10
Hennessy Advisors Inc 10
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 10
Tcw Group Inc 10
ClearAlpha Technologies LP 10
Cornerstone Financial Management LLC 10
Riggs Asset Managment Co. Inc. 10
Pin Oak Investment Advisors Inc 10
Frazier Financial Advisors, LLC 10
Northwestern Mutual Investment Management Company, Llc 10
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 10
Virtus ETF Advisers LLC 10
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 10
Wedbush Securities Inc 10
Kemnay Advisory Services Inc. 10
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 10
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 10
Palladium Partners Llc 10
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 10
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 10
USVT - Ultimus Managers Trust - US VALUE ETF 10
Mosaic Family Wealth, LLC 10
Stifel Nicolaus & Co Inc \mo\ 10
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 10
Amplius Wealth Advisors, LLC 10
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 10
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 10
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 10
NatWest Group plc 10
BTC Capital Management, Inc. 10
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 10
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 10
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 10
Agf Management Ltd 10
Migdal Insurance & Financial Holdings Ltd. 10
Spears Abacus Advisors LLC 10
Cantab Capital Partners LLP 10
Signature Equity Partners, LLC 10
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 10
City National Bank 10
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 10
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 10
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 10
Valued Wealth Advisors LLC 10
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 10
Qs Batterymarch Financial Management, Inc 10
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 10
Antonetti Capital Management LLC 10
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 10
Societe Generale 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 10
Advisory Alpha, LLC 10
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 10
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 10
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 10
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 10
Polymer Capital Management (US) LLC 10
Envestnet Portfolio Solutions, Inc. 10
Corient Capital Partners, LLC 10
StoneX Group Inc. 10
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 10
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 10
First Command Bank 10
First Command Financial Services, Inc. 10
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 10
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 10
Stone House Investment Management, LLC 10
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 10
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 10
Westport Resources Management Inc 10
Meridian Wealth Management, LLC 10
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 10
Bayforest Capital Ltd 10
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 10
Confluence Wealth Services, Inc. 10
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 10
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 10
Geneva Advisors, LLC 10
IFM Investors Pty Ltd 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 10
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 10
GABELLI & Co INVESTMENT ADVISERS, INC. 10
Gts Securities Llc 10
SpiderRock Advisors, LLC 10
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 10
CenterBook Partners LP 10
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 10
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 10
Corton Capital Inc. 10
Wedge Capital Management L L P/nc 10
Ahrens Investment Partners LLC 10
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 10
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 10
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 10
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 10
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 10
Quantitative Investment Management, LLC 10
SG3 Management, LLC 10
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 10
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 10
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 10
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 10
Alaska Permanent Fund Corp 10
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 10
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 10
Freestone Grove Partners LP 10
Connable Office Inc 10
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 10
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 10
Zullo Investment Group, Inc. 10
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 10
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 10
Rosenberg Matthew Hamilton 10
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 10
Voya Global Equity Dividend & Premium Opportunity Fund 10
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 10
Hirtle Callaghan & Co LLC 10
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 10
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 10
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 10
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 10
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 10
Byrne Asset Management LLC 10
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 10
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 10
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 10
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 10
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 10
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 10
Profunds - Profund Vp Oil & Gas 10
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 10
Jump Trading, Llc 10
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 10
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 10
Vantage Investment Advisors, LLC 10
Arden Trust Co 10
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 10
V-Square Quantitative Management LLC 10
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 10
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 10
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 10
Aegon Asset Management Uk Plc 10
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 10
Liberty Wealth Management Llc 10
Schechter Investment Advisors, LLC 10
ICA Group Wealth Management, LLC 10
Citizens Business Bank 10
First Eagle Investment Management, LLC 10
Ronald Blue & Co Llc 10
Western Wealth Management, LLC 10
Mid Atlantic Financial Management Inc/adv 10
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 10
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 10
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 10
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 10
Callan Family Office, LLC 10
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 10
Mirova 10
Householder Group Estate & Retirement Specialist, LLC 10
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 10
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 10
Innealta Capital, Llc 10
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 10
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 10
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 10
Cohen & Steers Global Income Builder, Inc 10
Enlightenment Research, LLC 10
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 10
Squar Milner Financial Services Llc 10
Gryphon Financial Partners LLC 10
Jennison Associates Llc 10
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 10
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 10
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 10
Resources Management Corp /ct/ /adv 10
Sherbrooke Park Advisers Llc 10
Vectors Research Management, LLC 10
Blackrock Credit Allocation Income Trust 10
Baader Bank INC 10
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 10
Fieldview Capital Management, LLC 10
William Blair Investment Management, Llc 10
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 10
Wilmington Trust Co 10
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 10
Fort Washington Investment Advisors Inc /oh/ 10
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 10
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 10
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 10
Altium Wealth Management LLC 10
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 10
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 10
ISAM Funds (UK) Ltd 10
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 10
Amerivest Investment Management LLC 10
Armstrong Advisory Group, Inc 10
Nissay Asset Management Corp /japan/ /adv 10
Clinton Group Inc 10
Prana Capital Management, LP 10
Oppenheimer Global Multi Strategies Fund 10
Gateway Investment Advisers Llc 10
Tortoise Investment Management, LLC 10
Global X Management CO LLC 10
SYSTM Wealth Solutions LLC 10
Dorsey Wright & Associates 10
Tradition Wealth Management, LLC 10
Dorsey & Whitney Trust CO LLC 10
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 10
Turning Point Benefit Group, Inc. 10
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 10
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 10
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 10
WealthTrust-Arizona, LLC 10
TD Capital Management LLC 10
Breton Hill Capital Ltd. 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 9
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 9
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 9
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 9
Guardian Life Insurance Co Of America 9
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 9
Princeton Global Asset Management LLC 9
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 9
Keel Point, LLC 9
Aris Wealth Services, Inc. 9
First New York Securities Llc /ny 9
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 9
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 9
First Financial Corp /in/ 9
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 9
Elyxium Wealth, LLC 9
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 9
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 9
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 9
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 9
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 9
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 9
Wealthfront Advisers Llc 9
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 9
Wesbanco Bank Inc 9
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 9
Nuveen Core Equity Alpha Fund 9
Snow Capital Management Lp 9
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 9
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 9
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 9
Ascend Capital, Llc 9
SRTTX - SMA RELATIONSHIP TRUST - Series T 9
Caldwell Securities, Inc 9
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 9
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 9
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 9
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 9
Red Tortoise LLC 9
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 9
Godfrey Financial Associates, Inc. 9
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 9
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 9
American Financial Group Inc 9
Longfellow Investment Management Co Llc 9
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 9
Advanced Series Trust - Ast Small-cap Value Portfolio 9
Sigma Planning Corp 9
Eastern Bank 9
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 9
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 9
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 9
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 9
Oakbrook Investments Llc 9
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 9
Maple Securities Usa Inc 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 9
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 9
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 9
Farringdon Capital, Ltd. 9
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 9
Wolff Wiese Magana Llc 9
American Funds Insurance Series 9
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 9
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 9
Jump Trading, LLC 9
Capital One, National Association 9
Apollon Wealth Management, LLC 9
West Family Investments, Inc. 9
K2 Principal Fund, L.p. 9
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 9
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 9
J.w. Cole Advisors, Inc. 9
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 9
Connectus Wealth, LLC 9
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 9
Clough Capital Partners L P 9
Guardian Capital Lp 9
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 9
Advantage Investment Management, Llc 9
Americafirst Capital Management, Llc 9
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 9
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 9
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 9
Hanson & Doremus Investment Management 9
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 9
GoalVest Advisory LLC 9
Bremer Trust National Association 9
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 9
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 9
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 9
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 9
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 9
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 9
Kiley Juergens Wealth Management, Llc 9
Independence Bank of Kentucky 9
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 9
Tibra Equities Europe Ltd 9
Cordasco Financial Network 9
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 9
Storebrand Asset Management As 9
Doyle Wealth Management 9
Integrated Quantitative Investments LLC 9
Meeder Advisory Services, Inc. 9
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 9
EverPoint Asset Management, LLC 9
Register Financial Advisors LLC 9
Hilltop Holdings Inc. 9
WealthTrust Fairport, LLC 9
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 9
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 9
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 9
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 9
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 9
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 9
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 9
Grace & White Inc /ny 9
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 9
Beacon Capital Management, LLC 9
Mendota Financial Group, LLC 9
Oxbow Advisors, LLC 9
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 9
Alpine Associates Management Inc. 9
Bleakley Financial Group, LLC 9
Franklin Templeton International Trust 9
L & S Advisors Inc 9
MARSHALL WACE ASIA Ltd 9
Beaird Harris Wealth Management, LLC 9
Qci Asset Management Inc/ny 9
Redwood Wealth Management Group, LLC 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 9
Partnervest Advisory Services LLC 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 9
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 9
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 9
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 9
SevenBridge Financial Group, LLC 9
Center for Financial Planning, Inc. 9
Bfsg, Llc 9
Abich Financial Wealth Management LLC 9
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 9
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 9
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 9
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
Stanley-Laman Group, Ltd. 9
Plato Investment Management Ltd 9
Investors Research Corp 9
Rothschild Asset Management Inc 9
New Vernon Investment Management Llc 9
Nemes Rush Group LLC 9
Pinkerton Retirement Specialists, LLC 9
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 9
M&g Investment Management Ltd 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 9
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 9
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 9
Levin Capital Strategies, L.p. 9
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 9
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 9
Evermay Wealth Management Llc 9
Journey Strategic Wealth Llc 9
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 9
Ares Financial Consulting, LLC 9
Hartford Investment Management Co 9
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 9
Kavar Capital Partners, LLC 9
Hilltop National Bank 9
Pendal Group Ltd 9
Cadence Capital Management Llc 9
STFBX - Advisers Investment Trust - State Farm Balanced Fund 9
nVerses Capital, LLC 9
Intentional Wealth Strategies, LLC 9
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 9
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 9
Parametrica Management Ltd 9
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 9
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 9
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 9
Oppenheimer Quest For Value Funds 9
Advanced Series Trust - Ast Small-cap Growth Portfolio 9
Tlp Group Llc 9
Burns Matteson Capital Management, LLC 9
Oak Thistle LLC 9
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 9
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 9
Quinn Opportunity Partners LLC 9
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 9
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 9
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 9
Atomi Financial Group, Inc. 9
180 Wealth Advisors, Llc 9
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 9
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 9
Lebenthal Asset Management, LLC 9
Edge Advisors, Llc 9
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 9
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 9
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 9
Renaissance Group Llc 9
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 9
Bluefin Trading, LLC 9
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 9
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 9
Mizuho Trust & Banking Co., Ltd. 9
Wealth Quarterback LLC 9
Ameriflex Group, Inc. 9
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 9
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 9
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 9
Regent Peak Wealth Advisors LLC 9
Fidelis Capital Partners, LLC 9
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 9
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 9
Whitnell & Co. 9
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 9
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 9
Virginia Retirement System 9
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 9
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 9
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 9
Cerebellum GP, LLC 9
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 9
SEB Asset Management AB 9
Unison Advisors LLC 9
Icc Capital Management Inc/ 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 9
Harbour Capital Advisors, LLC 9
Alpha Cubed Investments, LLC 9
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 9
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 9
Copeland Capital Management, LLC 9
Qsemble Capital Management, LP 9
Ashton Thomas Securities, Llc 9
DC Investments Management, LLC 9
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 9
Advance Capital I Inc 9
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 9
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 9
RFG Advisory, LLC 9
Elo Mutual Pension Insurance Co 9
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 9
Castleview Partners, Llc 9
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 9
Capital World Investors 9
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 9
Wealth Alliance 9
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 9
BRC Investment Management LLC 9
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 9
Redpoint Investment Management Pty Ltd 9
Jarislowsky, Fraser Ltd 9
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 9
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 9
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 9
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 9
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 9
Pentwater Capital Management LP 9
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 9
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 9
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 9
VBCVX - VALIC Co I - Systematic Value Fund 9
Aviance Capital Partners, LLC 9
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 9
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 9
Personal Cfo Solutions, Llc 9
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 9
Accurate Wealth Management, LLC 9
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 9
Athanor Capital, Lp 9
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 9
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 9
Emerald Investment Partners, Llc 9
Machina Capital S.a.s. 9
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 9
Zebra Capital Management LLC 9
Harvest Group Wealth Management, Llc 9
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 9
Zurich Insurance Group Ltd/FI 9
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 9
First Bank & Trust 9
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 9
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 9
Dfa Investment Trust Co - The U.s. Large Cap Value Series 9
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 9
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 9
D'Orazio & Associates, Inc. 9
Kestra Investment Management, LLC 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 9
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 9
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 9
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 9
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 9
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 9
Park National Corp /oh/ 9
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 9
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 9
PENN SERIES FUNDS INC - Small Cap Index Fund 9
Tyler-Stone Wealth Management 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 9
CFICX - CALVERT FUND - Calvert Income Fund Class A 9
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 9
Arden Investment Series Trust 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 9
Rs Variable Products Trust 9
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 9
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 9
Kistler-Tiffany Companies, LLC 9
KAMES CAPITAL plc 9
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 9
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 9
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 9
Institutional & Family Asset Management, Llc 9
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 9
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 9
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 9
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 9
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 9
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 9
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 9
NOCBX - Northern Funds - Northern Core Bond Fund 9
Dogwood Wealth Management LLC 9
Cowen Group, Inc. 9
Zeke Capital Advisors, Llc 9
Knight Capital Group, Inc. 9
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 9
Waratah Capital Advisors Ltd. 9
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 9
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 9
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 9
City State Bank 9
Dean Investment Associates, Llc 9
Opal Wealth Advisors, LLC 9
USA Financial Portformulas Corp 9
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 9
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 9
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 9
Fifth Third Wealth Advisors LLC 9
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 9
Mark Sheptoff Financial Planning, Llc 9
Westchester Capital Management, LLC 9
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 9
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 9
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 9
NSGRX - Northern Funds - Northern Small Cap Core Fund 9
St Germain D J Co Inc 9
STXV - EA Series Trust - Strive 1000 Value ETF 9
Rs Investment Management Co Llc 9
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 9
Symmetry Partners, LLC 9
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 9
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 9
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 9
Minichmacgregor Wealth Management, Llc 9
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 9
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 9
NOLVX - Northern Funds - Northern Large Cap Value Fund 9
Trust Co 9
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 9
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 9
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 8
CNB Bank 8
Delaware Management Holdings, Inc. 8
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 8
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 8
Sun Life Financial Inc 8
Delaware Enhanced Global Dividend & Income Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 8
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 8
AHIVX - American Century Investment Trust - High Income Fund Investor Class 8
Eurizon Capital SGR S.p.A. 8
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 8
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 8
Lake Street Advisors Group, Llc 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
Scoria Capital Partners LP 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 8
Cookson Peirce & Co Inc 8
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 8
Tiverton Asset Management Llc 8
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 8
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 8
Pinz Capital Management, LP 8
Northeast Financial Consultants Inc 8
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 8
Vision Retirement, LLC 8
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 8
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 8
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 8
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 8
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 8
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 8
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 8
Syverson Strege & Co 8
IWC - iSHARES TRUST - iShares Micro-Cap ETF 8
Boston Common Asset Management, LLC 8
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 8
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 8
Beacon Investment Advisory Services, Inc. 8
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 8
MidFirst Bank 8
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 8
Segantii Capital Management Ltd 8
Weaver C. Barksdale & Associates, Inc. 8
Transce3nd, LLC 8
TCTC Holdings, LLC 8
Blume Capital Management, Inc. 8
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 8
Rather & Kittrell, Inc. 8
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 8
Parisi Gray Wealth Management 8
PSI Advisors, LLC 8
Gerber Kawasaki Wealth & Investment Management 8
Global Wealth Strategies & Associates 8
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 8
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 8
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 8
SOA Wealth Advisors, LLC. 8
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 8
25 Llc 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
Impact Partnership Wealth, LLC 8
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 8
Wealth Preservation Advisors, LLC 8
Gator Capital Management, LLC 8
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 8
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 8
Fiduciary Trust Co 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
Cape Investment Advisory, Inc. 8
CBIZ Investment Advisory Services, LLC 8
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 8
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 8
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 8
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 8
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 8
Delphi Private Advisors LLC 8
Intact Investment Management Inc. 8
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 8
Equitable Holdings, Inc. 8
Medallion Wealth Advisors, LLC 8
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 8
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 8
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 8
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 8
Mint Tower Capital Management B.V. 8
Fred Alger Management, Llc 8
Exencial Wealth Advisors, Llc 8
Bryn Mawr Capital Management Inc 8
Meiji Yasuda Life Insurance Co 8
Allegheny Financial Group LTD 8
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 8
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 8
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 8
Spectrum Management Group, LLC 8
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 8
Strategic Wealth Partners, Ltd. 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 8
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 8
Wright Investors Service Inc 8
Td Asset Management Usa Funds Inc. 8
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 8
Moisand Fitzgerald Tamayo, LLC 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 8
Rocky Mountain Advisers, Llc 8
Genesee Valley Trust Co 8
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 8
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 8
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 8
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 8
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 8
Royal Fund Management, LLC 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 8
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 8
Quilter Plc 8
Oppenheimer Global Strategic Income Fund 8
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 8
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 8
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 8
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 8
Vinva Investment Management Ltd 8
DLD Asset Management, LP 8
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 8
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 8
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 8
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 8
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 8
DV Trading LLC 8
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 8
Legg Mason Asset Management (Japan) Co., Ltd. 8
Capital Research Global Investors 8
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 8
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 8
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 8
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 8
Bank Julius Baer & Co. Ltd, Zurich 8
Scout Investments, Inc. 8
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 8
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 8
Bourgeon Capital Management Llc 8
Quantedge Capital Pte Ltd 8
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 8
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 8
Reynolds Capital Management Llc 8
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 8
Human Investing LLC 8
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 8
Seawolf Capital, LLC 8
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 8
Brandywine Oak Private Wealth Llc 8
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 8
Claro Advisors LLC 8
New Jersey Better Educational Savings Trust 8
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 8
Gierl Augustine Investment Management Inc 8
Corrado Advisors, Llc 8
HighMark Wealth Management LLC 8
Calamos Long/Short Equity & Dynamic Income Trust 8
Glacier Peak Capital LLC 8
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 8
Spirit Of America Management Corp/ny 8
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 8
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 8
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 8
Dfa Investment Trust Co - The Emerging Markets Series 8
North Dakota State Investment Board 8
Capitolis Advisors LLC 8
Altus Wealth Group LLC 8
Barrett Asset Management, LLC 8
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 8
Strategic Asset Management, LLC 8
Garton & Associates Financial Advisors LLC 8
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 8
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 8
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 8
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 8
Peoples Financial Services Corp. 8
Gdl Fund 8
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 8
Rothschild Investment Corp /il 8
Lincoln National Corp 8
Cornerstone Advisory, LLC 8
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 8
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 8
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 8
Strategic Blueprint, LLC 8
Fulton Bank, N.a. 8
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 8
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 8
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 8
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 8
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 8
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 8
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 8
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 8
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 8
Polianta Ltd 8
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 8
Brewin Dolphin Ltd 8
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 8
Kula Investments, LLC 8
Atom Investors LP 8
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 8
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 8
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 8
F&C Asset Management plc 8
Strengthening Families & Communities, LLC 8
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 8
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 8
Ostrum Asset Management 8
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 8
Weiss Strategic Interval Fund 8
Twin Capital Management Inc 8
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 8
Virtus Total Return Fund Inc. 8
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 8
American National Bank 8
Pinnacle Financial Partners Inc 8
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 8
Neo Ivy Capital Management 8
Cary Street Partners Financial Llc 8
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
Semmax Financial Advisors Inc. 8
Willingdon Wealth Management 8
PRW Wealth Management LLC 8
Zrc Wealth Management, Llc 8
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 8
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 8
Denver Investment Advisors Llc 8
Golden State Equity Partners 8
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 8
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 8
Legato Capital Management LLC 8
True Link Financial Advisors, LLC 8
PFG Investments, LLC 8
EUFN - iSHARES TRUST - iShares MSCI Europe Financials ETF 8
Avantax Advisory Services, Inc. 8
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 8
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 8
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 8
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
AlphaCentric Advisors LLC 8
Norinchukin Bank, The 8
Winton Capital Management Ltd 8
Winch Advisory Services, LLC 8
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 8
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 8
American Research & Management Co. 8
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 8
Thrivent Core Funds - Thrivent Core International Equity Fund 8
Tri-continental Corp 8
Global Trust Asset Management, LLC 8
Dividend Asset Capital, Llc 8
Integral Derivatives, LLC 8
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 8
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 8
1st Global Advisors, Inc. 8
Stancorp Investment Advisers Inc 8
Gladstone Institutional Advisory LLC 8
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 8
Origin Asset Management LLP 8
Sii Investments Inc/wi 8
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 8
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 8
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 8
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 8
111 Capital 8
Samalin Investment Counsel, LLC 8
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 8
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 8
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 8
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 8
Richard Bernstein Advisors LLC 8
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 8
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 8
Fortis Advisors, LLC 8
Rockefeller Financial Services Inc 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 8
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 8
Bridgeworth, LLC 8
Endeavour Capital Advisors Inc 8
Cim Investment Mangement Inc 8
AIEQ - ETF Managers Trust - AI Powered Equity ETF 8
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 8
Gargoyle Investment Advisor L.L.C. 8
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 8
Strategic Advisors LLC 8
Advanced Series Trust - Ast International Value Portfolio 8
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 8
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
Foster & Motley Inc 8
Echo Street Capital Management LLC 8
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 8
Laurel Wealth Advisors LLC 8
Nuveen Quality Preferred Income Fund 3 8
Congress Wealth Management LLC / DE / 8
Claraphi Advisory Network, LLC 8
Harbor Capital Advisors, Inc. 8
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 8
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 8
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 8
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 8
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 8
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 8
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 8
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 8
Carmichael Hill & Associates, Inc. 8
Rossmore Private Capital 8
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 8
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 8
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 8
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 8
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 8
ORG Wealth Partners, LLC 8
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 8
New England Capital Financial Advisors LLC 8
BSBAX - Northern Funds - Northern Short Bond Fund 8
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 8
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 8
Cramer Rosenthal Mcglynn Llc 8
Bremer Bank National Association 8
Ogorek Anthony Joseph /ny/ /adv 8
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 8
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 8
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 8
Aberdeen Asset Management Plc/uk 8
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 8
Legacy Bridge, LLC 8
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 8
Americana Partners, LLC 8
Shay Capital LLC 8
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 8
Nuveen Quality Preferred Income Fund 8
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 8
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 8
Segall Bryant & Hamill, Llc 8
Stux Capital Management, LLC 8
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 8
Yakira Capital Management, Inc. 8
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 8
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 8
Westwood Holdings Group Inc 8
DT Investment Partners, LLC 8
Clough Global Dividend & Income Fund 8
Nachman Norwood & Parrott, Inc 8
Sierra Ocean, Llc 8
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 8
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 8
Flinton Capital Management LLC 8
YorkBridge Wealth Partners, LLC 8
Heritage Trust Co 8
Brown, Lisle/cummings, Inc. 8
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 8
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 8
Barrett & Company, Inc. 8
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 8
PenderFund Capital Management Ltd. 8
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 8
Heritage Financial Services, LLC 8
EFG International AG 8
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 8
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 8
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 8
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 8
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 8
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 8
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 8
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 8
CBOE Vest Financial, LLC 8
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 8
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 8
Tradewinds Capital Management, LLC 8
Avalon Advisors, Llc 8
Clifford Swan Investment Counsel Llc 8
Bragg Financial Advisors, Inc 8
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 8
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 8
LGT Financial Advisors LLC 8
CWA Asset Management Group, LLC 8
Mason Street Advisors, Llc 8
Impax Asset Management Group plc 8
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 8
Great Diamond Partners, LLC 8
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 8
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 8
MML Series Investment Fund II - MML Equity Fund Initial Class 8
Shufro Rose & Co Llc 8
Vanguard Windsor Funds 8
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 8
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 8
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 8
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 8
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 8
Deerfield Management Company, L.p. (series C) 8
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 8
Glazer Capital, Llc 8
NOFIX - Northern Funds - Northern Fixed Income Fund 8
Concurrent Investment Advisors, LLC 8
Halbert Hargrove Global Advisors, Llc 8
Charter Oak Capital Management, LLC 8
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 8
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 8
Destination Wealth Management 8
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 8
GFS Advisors, LLC 8
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 8
Wagner Wealth Management, Llc 8
Nbt Bank N A /ny 8
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 8
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 8
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 8
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 8
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 8
Peapack Gladstone Financial Corp 8
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 8
Procyon Private Wealth Partners, LLC 8
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 8
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 8
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 8
Institute for Wealth Management, LLC. 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 8
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 8
Conning Inc. 8
Homrich & Berg 8
Invst, LLC 8
Ferguson Wellman Capital Management, Inc 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 8
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 8
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 8
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 8
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 8
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 8
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 8
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 8
WMS Partners, LLC 8
Hoxton Financial, Inc. 8
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 8
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 8
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 8
Lecap Asset Management Ltd 8
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 8
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 8
R Squared Ltd 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 8
Parametric Market Neutral Portfolio 8
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 8
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 8
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 8
PDS Planning, Inc 8
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 8
Thomas J. Herzfeld Advisors, Inc. 8
Colonial Trust Advisors 8
PCJ Investment Counsel Ltd. 8
Glass Jacobson Investment Advisors llc 8
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 8
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 8
BlueMar Capital Management, LLC 8
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 8
Ascent Group, LLC 8
Spring Creek Capital Llc 8
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 8
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 8
Catalytic Wealth RIA, LLC 7
VSR Financial Services, Inc. 7
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 7
Harel Insurance Investments & Financial Services Ltd. 7
Signature Wealth Management Group 7
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 7
Rakuten Securities, Inc. 7
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 7
Barrow Hanley Mewhinney & Strauss Llc 7
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 7
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 7
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 7
Frontier Wealth Management LLC 7
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 7
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 7
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 7
Haberer Registered Investment Advisor Inc 7
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 7
Highland Capital Management Fund Advisors, L.p. 7
Telemetry Investments, L.L.C. 7
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 7
Cidel Asset Management Inc 7
NJ State Employees Deferred Compensation Plan 7
CFS Investment Advisory Services, LLC 7
Sumit Capital, Llc 7
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 7
Strategic Global Advisors, LLC 7
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 7
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 7
VCSOX - VALIC Co I - International Socially Responsible Fund 7
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 7
VCGEX - VALIC Co I - Emerging Economies Fund 7
River Road Asset Management, LLC 7
Integrated Advisors Network LLC 7
RMR Wealth Builders 7
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7
Mount Lucas Management LP 7
Quantessence Capital LLC 7
Aventura Private Wealth, LLC 7
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 7
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
Mraz, Amerine & Associates, Inc. 7
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 7
Cornerstone Total Return Fund Inc 7
Loews Corp 7
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 7
Algebris Investments (UK) LLP 7
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 7
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 7
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 7
West Paces Advisors Inc. 7
Bellevue Asset Management, Llc 7
QCM Cayman, Ltd. 7
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 7
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 7
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 7
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 7
Sullivan, Bruyette, Speros & Blaney, LLC 7
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 7
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 7
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7
Bollard Group LLC 7
Bellwether Investment Group, LLC 7
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 7
NorthCrest Asset Manangement, LLC 7
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 7
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 7
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 7
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 7
Chilton Capital Management Llc 7
Well Done, LLC 7
Peregrine Capital Management Llc 7
Royce Value Trust Inc 7
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 7
OP Asset Management Ltd 7
Independent Financial Group, Llc 7
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7
REAP Financial Group, LLC 7
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 7
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 7
Norway Savings Bank 7
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 7
Elevated Capital Advisors, LLC 7
Causeway Capital Management Llc 7
Mascoma Wealth Management LLC 7
Paragon Wealth Strategies, LLC 7
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 7
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 7
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 7
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 7
Buck Wealth Strategies, LLC 7
Koch Industries Inc 7
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 7
Gen-Wealth Partners Inc 7
Bank Of Hawaii 7
Northwest Wealth Management, Llc 7
Cornerstone Investment Partners, LLC 7
McAdam, LLC 7
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 7
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 7
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 7
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 7
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 7
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 7
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 7
Pennsylvania Trust Co 7
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 7
AdvisorShares Investments LLC 7
Advanced Investment Partners, LLC 7
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 7
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 7
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 7
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 7
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 7
Pathway Financial Advisers, LLC 7
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 7
Banco Santander, S.A. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 7
Live Your Vision, LLC 7
Palisade Asset Management, LLC 7
Belvedere Trading LLC 7
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 7
Tyers Asset Management LLC 7
Optima Capital Llc 7
Neuburgh Advisers LLC 7
Mcguire Capital Advisors Inc 7
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 7
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 7
VCHYX - VALIC Co II - High Yield Bond Fund 7
Btr Capital Management Inc 7
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 7
Pacific Center for Financial Services 7
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 7
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 7
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 7
Park Place Capital Corp 7
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 7
Blackrock Multi-sector Opportunities Trust 7
Metis Global Partners, LLC 7
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 7
PhiloSmith Capital Corp 7
Ridgewood Investments LLC 7
Consolidated Planning Corp 7
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 7
B. Metzler seel. Sohn & Co. AG 7
Ziegler Capital Management, LLC 7
Ingalls & Snyder Llc 7
Sterling Investment Advisors, Ltd. 7
JBF Capital, Inc. 7
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 7
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 7
Kingswood Wealth Advisors, Llc 7
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 7
AllSquare Wealth Management LLC 7
Fideuram Asset Management (Ireland) dac 7
Fdp Series, Inc. 7
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 7
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 7
Kelly Financial Services LLC 7
Delta Lloyd Asset Management N.v. 7
Intercontinental Wealth Advisors, LLC 7
Delphia (USA) Inc. 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 7
Avanza Fonder AB 7
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 7
Ferris Capital, Llc 7
Bramshill Investments, LLC 7
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF 7
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 7
Sumitomo Life Insurance Co 7
Covenant Multifamily Offices, LLC 7
MPS Loria Financial Planners, LLC 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 7
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 7
NINE MASTS CAPITAL Ltd 7
Symphony Financial, Ltd. Co. 7
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 7
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
American National Insurance Co /tx/ 7
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 7
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 7
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 7
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 7
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 7
Elequin Capital Lp 7
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 7
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 7
Price Wealth Management, Inc. 7
Alexandria Capital, LLC 7
Kovack Advisors, Inc. 7
MD Financial Management Inc. 7
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 7
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 7
Patten Group, Inc. 7
Oppenheimer Capital Income Fund 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 7
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 7
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 7
Fca Corp /tx 7
Hallmark Capital Management Inc 7
CTC Alternative Strategies, Ltd. 7
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 7
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 7
Kera Capital Partners, Inc. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 7
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 7
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 7
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 7
Eagle Global Advisors Llc 7
Glg Llc 7
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 7
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 7
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 7
Investors Capital Advisory Services 7
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 7
Rathbone Brothers plc 7
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 7
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 7
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 7
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 7
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 7
John Hancock Investors Trust 7
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 7
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 7
Voya International High Dividend Equity Income Fund 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 7
Nwam Llc 7
Caas Capital Management Lp 7
Northwest Investment Counselors, Llc 7
Bruderman Asset Management, LLC 7
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 7
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 7
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 7
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 7
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 7
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
Vertex One Asset Management Inc. 7
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 7
Blackrock Ltd Duration Income Trust 7
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 7
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 7
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 7
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 7
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 7
BKF - iShares, Inc. - iShares MSCI BRIC ETF 7
Pinnacle Financial Partners, Inc. 7
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 7
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 7
Jag Capital Management, Llc 7
Dowling & Yahnke Llc 7
Oppenheimer Corporate Bond Fund 7
Anfield Capital Management, LLC 7
Welch & Forbes Llc 7
West Oak Capital, LLC 7
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 7
Alpha Paradigm Partners, LLC 7
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 7
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 7
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 7
Legacy Capital Group California, Inc. 7
Grey Street Capital, LLC 7
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 7
Lombard Odier Asset Management (USA) Corp 7
CHURCHILL MANAGEMENT Corp 7
Shine Investment Advisory Services Inc 7
Inspire Advisors, LLC 7
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 7
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 7
Sagespring Wealth Partners, Llc 7
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 7
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 7
Pegasus Partners Ltd. 7
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 7
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 7
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 7
Stonehage Fleming Financial Services Holdings Ltd 7
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 7
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 7
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 7
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 7
Westhampton Capital, LLC 7
Northern Oak Wealth Management Inc 7
Daiwa SB Investments Ltd. 7
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 7
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 7
Family Firm, Inc. 7
Principal Street Partners, LLC 7
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 7
Arcadia Investment Management Corp/mi 7
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 7
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 7
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 7
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 7
STXK - EA Series Trust - Strive Small-Cap ETF 7
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 7
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 7
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 7
Easterly Investment Partners Llc 7
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 7
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 7
Oppenheimer Integrity Funds 7
B. Metzler seel. Sohn & Co. Holding AG 7
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 7
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 7
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 7
Santa Fe Partners LLC 7
Credential Securities Inc. 7
Surevest, LLC 7
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 7
Executive Wealth Management, LLC 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 7
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 7
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 7
Advisors Capital Management, LLC 7
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 7
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 7
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 7
Edge Capital Group, LLC 7
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 7
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 7
RWM Asset Management, LLC 7
South Texas Money Management Ltd 7
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 7
Sageworth Trust Co 7
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 7
Sentinel Trust Co Lba 7
Capital Financial Planning, LLC 7
First City Capital Management, Inc. 7
DADIX - DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class 7
Centerpoint Advisors, LLC 7
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 7
Cornerstone Advisors Inc 7
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 7
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 7
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 7
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 7
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 7
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 7
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 7
Nalls Sherbakoff Group, Llc 7
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 7
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 7
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 7
Corsair Capital Management, L.p. 7
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 7
Laffer Investments 7
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 7
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 7
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 7
Orrstown Financial Services Inc 7
GLG Partners LP 7
Better Money Decisions, LLC 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 7
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 7
Manteio Capital LLC 7
Full18 Capital LLC 7
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 7
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 7
Coston, McIsaac & Partners 7
Alpine Woods Capital Investors, Llc 7
AT Bancorp 7
Fiduciary Alliance LLC 7
Adirondack Trust Co 7
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 7
Shepherd Kaplan Krochuk, Llc 7
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 7
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 7
High Net Worth Advisory Group LLC 7
Intrust Bank Na 7
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 7
HITE Hedge Asset Management LLC 7
Columbia Partners L L C Investment Management 7
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 7
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 7
Summit Financial, LLC 7
Calton & Associates, Inc. 7
Kingdon Capital Management, L.l.c. 7
CenterStar Asset Management, LLC 7
Alpine Global Dynamic Dividend Fund 7
Applied Finance Capital Management, LLC 7
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 7
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 7
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 7
Trilogy Capital Inc. 7
Essex Savings Bank 7
Alphagen Securities Llc 7
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 7
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 7
Graves-Light Private Wealth Management, Inc. 7
Holistic Financial Partners 7
Alpine Total Dynamic Dividend Fund 7
Lavaca Capital Llc 7
MERVX - MERGER FUND VL - The Merger Fund VL 7
Piscataqua Savings Bank 7
Clough Global Opportunities Fund 7
Tokio Marine Asset Management Co Ltd 7
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 7
Highstreet Asset Management Inc. 7
Clough Global Equity Fund 7
TCG Advisory Services, LLC 7
Readystate Asset Management Lp 7
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 7
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 7
Interchange Capital Partners, LLC 7
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 7
Taylor Hoffman Wealth Management 7
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 7
Arrowgrass Capital Partners (us) Lp 7
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 7
Bell Rock Capital Llc 7
Camarda Financial Advisors, LLC 7
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 7
AlphaMark Advisors, LLC 7
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 7
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 7
Hussman Strategic Advisors, Inc. 7
AIA Group Ltd 7
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 7
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 7
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 7
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 7
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 7
Financial Counselors Inc 7
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 7
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 7
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 7
Ford Financial Group, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 7
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 7
New Age Alpha Advisors, LLC 7
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 7
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 7
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 7
Bluefin Capital Management, Llc 7
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 7
Foresters Investment Management Company, Inc. 7
Bangor Savings Bank 7
IEV - iSHARES TRUST - iShares Europe ETF 7
ACK Asset Management LLC 7
Dynamic Capital Management Ltd 7
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 7
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 7
Clarius Group, LLC 7
Santori & Peters, Inc. 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 7
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 7
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 7
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 7
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF 7
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 7
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 7
361 Capital Llc 7
Transcend Wealth Collective, Llc 7
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 7
BFOR - ALPS ETF Trust - Barron's 400 ETF 7
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 7
PGGM Investments 7
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 7
Jackson Creek Investment Advisors LLC 7
Reuter James Wealth Management, Llc 7
First Pacific Financial 7
Abel Hall, LLC 7
PIMCO FUNDS - PIMCO Low Duration Portfolio 7
Exane Derivatives 7
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 7
S&t Bank/pa 7
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 7
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 7
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 7
Schafer Cullen Capital Management Inc 7
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 7
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 7
Hl Financial Services Llc 7
Douglas Lane & Associates, LLC 7
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 7
Pineridge Advisors LLC 7
Northwest Financial Advisors 7
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 7
YHB Investment Advisors, Inc. 7
Six Circles Trust - Six Circles Credit Opportunities Fund 7
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 7
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 7
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 7
Sheaff Brock Investment Advisors, LLC 7
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 7
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 7
Pekin Hardy Strauss, Inc. 7
WealthTrak Capital Management LLC 7
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 7
Steigerwald, Gordon & Koch Inc. 7
Euclid Advisors LLC 7
Daymark Wealth Partners, Llc 7
Western Asset Investment Grade Defined Opportunity Trust Inc. 7
First National Bank Of Omaha 7
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 7
MU Investments Co., Ltd. 7
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 7
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 7
Dai-ichi Life Holdings, Inc. 7
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 7
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 7
Simplicity Wealth,LLC 6
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 6
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 6
Investors Asset Management Of Georgia Inc /ga/ /adv 6
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 6
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 6
SCID - Global X Funds - Global X Scientific Beta Europe ETF 6
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 6
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 6
First United Bank Trust/ 6
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 6
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 6
Investment Centers Of America Inc 6
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 6
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 6
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 6
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 6
Northpointe Capital Llc 6
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 6
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 6
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 6
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 6
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 6
Nelson Capital Management, LLC 6
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 6
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 6
Quest 10 Wealth Builders, Inc. 6
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 6
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 6
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 6
tru Independence LLC 6
Bp Plc 6
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 6
Davis Capital Management 6
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 6
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 6
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 6
Hermes Investment Management Ltd 6
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 6
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 6
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 6
LMR Master Fund Ltd 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 6
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 6
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 6
HRIRX - HARBOR FUNDS - Harbor Robeco International Conservative Equities Fund Retirement Class 6
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 6
Pinnacle Summer Investments, Inc. 6
Essex Financial Services, Inc. 6
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 6
Frec Markets, Inc. 6
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 6
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 6
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 6
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 6
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 6
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 6
First Heartland Consultants, Inc. 6
Deprince Race & Zollo Inc 6
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 6
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 6
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 6
Wexford Capital Lp 6
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 6
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 6
High Point Bank & Trust Co 6
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 6
Argent Advisors, Inc. 6
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 6
Athena Capital Advisors Llc 6
Tiedemann Advisors, Llc 6
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 6
EPG Wealth Management LLC 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 6
Kathmere Capital Management, LLC 6
EWG Elevate Inc. 6
Murphy & Mullick Capital Management Corp 6
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 6
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 6
Innovative Asset Advisors Group, LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 6
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 6
Lloyd Advisory Services, LLC. 6
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 6
Atlas Private Wealth Management 6
Graney & King, LLC 6
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 6
Thompson Investment Management, Inc. 6
Red Door Wealth Management, LLC 6
Cohen & Steers, Inc. 6
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 6
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 6
Secure Asset Management, LLC 6
Pacifica Partners Inc. 6
Howard Wealth Management, Llc 6
Viking Global Investors Lp 6
Community Financial Services Group, LLC 6
Camelot Portfolios, LLC 6
Wellington Shields Capital Management, LLC 6
Wellington Shields & Co., LLC 6
Synergy Investment Management, LLC 6
River & Mercantile Asset Management Llp 6
Puff Wealth Management, Llc 6
Standard Life Investments LTD 6
BancorpSouth Inc 6
Crews Bank & Trust 6
OTA Financial Group L.P. 6
Buckingham Strategic Wealth, Llc 6
Discovery Capital Management, Llc / Ct 6
Cutter & CO Brokerage, Inc. 6
SignalPoint Asset Management, LLC 6
Oddo Bhf Asset Management Sas 6
Nippon Life Insurance Co 6
Bray Capital Advisors 6
Isthmus Partners, Llc 6
Hartford Financial Management Inc. 6
Triangle Securities Wealth Management 6
FormulaFolio Investments, LLC 6
CenturyLink Investment Management Co 6
Shinko Asset Management Co., Ltd. 6
Addenda Capital Inc. 6
Foundry Partners, LLC 6
Dynamic Advisor Solutions LLC 6
Alpha Windward Llc 6
St. Johns Investment Management Company, LLC 6
First PREMIER Bank 6
Dodge & Cox 6
Exxonmobil Investment Management Inc /tx 6
Indiana Trust & Investment Management CO 6
Pensionfund DSM Netherlands 6
Monashee Investment Management LLC 6
Centennial Bank/AR/ 6
Kassirer Asset Management Corp 6
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 6
Ariadne Wealth Management, LP 6
Miller Investment Management, LP 6
Waddell & Reed Financial Inc 6
Oarsman Capital, Inc. 6
Polaris Wealth Advisory Group, LLC 6
AMF Pensionsforsakring AB 6
Ironwood Financial, llc 6
Diversify Wealth Management, Llc 6
Stratton Management Co 6
J. Safra Sarasin Holding AG 6
Kingfisher Capital LLC 6
Ninety One UK Ltd 6
Lucus Advisors Llc 6
STXM - EA Series Trust - Strive Mid-Cap ETF 6
Cambiar Investors Llc 6
Van Hulzen Asset Management, LLC 6
Morgan Dempsey Capital Management Llc 6
QUANTRES ASSET MANAGEMENT Ltd 6
Boyd Watterson Asset Management Llc/oh 6
Marathon Capital Management 6
Somerset Trust Co 6
Brick & Kyle, Associates 6
Beese Fulmer Investment Management, Inc. 6
SRB Corp 6
BKD Wealth Advisors, LLC 6
Bellecapital International Ltd. 6
Fairfield, Bush & Co. 6
M&G Plc 6
Westover Capital Advisors, LLC 6
Sterne Agee Group, Inc. 6
Counsel Portfolio Services Inc. 6
Diversify Advisory Services, LLC 6
Investors Portfolio Services LLC 6
Crestwood Advisors Group LLC 6
Tuttle Tactical Management LLC 6
Fernwood Investment Management, LLC 6
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 6
Salient Capital Advisors, LLC 6
Chicago Capital Management, LLC 6
V Wealth Advisors LLC 6
Oliver Luxxe Assets LLC 6
Creekmur Asset Management LLC 6
Voisard Asset Management Group, Inc. 6
Groupama Asset Managment 6
Chartwell Investment Partners/pa 6
Main Street Group, LTD 6
U S Global Investors Inc 6
Caitlin John, LLC 6
Howard Hughes Medical Institute 6
Financial Network Wealth Advisors LLC 6
Flippin Bruce & Porter Inc 6
Vermillion & White Wealth Management Group, LLC 6
Dana Investment Advisors, Inc. 6
Avidian Wealth Solutions, LLC 6
Northwestern Mutual Investment Services Llc 6
NDVR, Inc. 6
Ruggie Capital Group 6
Zimmer Partners, LP 6
Advocacy Wealth Management Services, LLC 6
Bluestein R H & Co 6
Gardner Lewis Asset Management L P 6
Nations Financial Group Inc, /ia/ /adv 6
CapWealth Advisors, LLC 6
Turtle Creek Wealth Advisors, LLC 6
Cleararc Capital Inc 6
Payden & Rygel 6
Bowen Hanes & Co Inc 6
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 6
Blue Arrow Capital Management Llc 6
Moody Aldrich Partners Llc 6
Trust Point Inc. 6
Mariner Wealth Advisors-NYC, LLC 6
BlueCrest Capital Management LLP 6
Gary Goldberg Planning Services Inc 6
Sandler Capital Management 6
Munder Capital Management 6
PFS Partners, LLC 6
Wilmington Funds Management Corp 6
New York Life Trust Co 6
AXA Investment Managers S.A. 6
Dixon Hubard Feinour & Brown Inc/va 6
United Financial Planning Group LLC 6
Glenview Trust Co 6
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 6
Cpwm, Llc 6
Empirical Finance, LLC 6
Adviser Investments LLC 6
Dai-Ichi Life Insurance Company, Ltd 6
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 6
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 6
Almanack Investment Partners, LLC. 6
Israel Discount Bank Of New York /gfn 6
Knights of Columbus Asset Advisors LLC 6
Keeley-Teton Advisors, LLC 6
Spot Trading L.l.c. 6
Eubel Brady & Suttman Asset Management Inc 6
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 6
Mountain Capital Investment Advisors, Inc 6
American Financial Network Advisory Services Llc 6
Legacy Advisors, LLC 6
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 6
Raiff Partners Inc 6
UBP Investment Advisors SA 6
Lester Murray Antman dba SimplyRich 6
La Banque Postale Asset Management SA 6
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 6
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 6
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 6
Voya Emerging Markets High Dividend Equity Fund 6
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 6
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 6
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 6
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 6
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 6
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 6
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 6
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 6
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 6
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 6
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 6
Nuveen Tax Advantaged Total Return Strategy Fund 6
Gabelli Dividend & Income Trust 6
Core Bond Portfolio - Core Bond Portfolio 6
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 6
Frontier Investment Mgmt Co 6
Coppell Advisory Solutions Corp. 6
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 6
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 6
Aviance Capital Management, Llc 6
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 6
KIFAX - Forward Funds - Salient Select Income Fund Class A 6
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 6
Us Global Investors Funds 6
Cornerstone Strategic Value Fund Inc 6
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 6
Dean Capital Management 6
Beverly Hills Private Wealth, LLC 6
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 6
Flow Traders U.s. Llc 6
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 6
Team Hewins, LLC 6
Commonwealth Retirement Investments LLC 6
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 6
Richard W. Paul & Associates, LLC 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 6
Brandes Investment Partners, Lp 6
VitalStone Financial, LLC 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 6
Parsons Capital Management Inc/ri 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 6
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 6
Mfs Intermediate Income Trust 6
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 6
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 6
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 6
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 6
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 6
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 6
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 6
Calamos Global Total Return Fund 6
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 6
Morgan Stanley Income Securities Inc 6
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 6
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 6
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 6
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
Whitebox Advisors Llc 6
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 6
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 6
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 6
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 6
Henshaw Capital LLC 6
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 6
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 6
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 6
BRAMX - Blackrock Allocation Target Shares - Bats Series M 6
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 6
WealthPlan Investment Management, LLC 6
Monument Capital Management 6
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 6
Signition Lp 6
DeDora Capital, Inc. 6
Poehling Capital Management, LLC 6
Cowen Prime Services LLC 6
Kaizen Advisory, Llc 6
New Amsterdam Partners Llc/ny 6
Providence Capital Advisors, LLC 6
MANA Advisors LLC 6
Vanguard Capital Wealth Advisors 6
Banco de Sabadell, S.A 6
Brasada Capital Management, Lp 6
Cowen And Company, Llc 6
Paulson Wealth Management Inc. 6
Nvwm, Llc 6
Mainstay Capital Management Llc /adv 6
Fs Credit Income Fund 6
Hc Financial Advisors Inc 6
Claybrook Capital, LLC 6
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 6
Gifford Fong Associates 6
Krane Funds Advisors LLC 6
Unigestion Holding SA 6
O'Dell Group, LLC 6
Lloyds Banking Group plc 6
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 6
Pflug Koory, LLC 6
Wealthstar Advisors, Llc 6
Selective Wealth Management, Inc. 6
1620 Investment Advisors, Inc. 6
Holos Integrated Wealth LLC 6
Abn Amro Investment Solutions 6
Ellis Investment Partners, LLC 6
Herndon Capital Management Llc 6
Hazlett, Burt & Watson, Inc. 6
Personal Wealth Partners 6
My Personal CFO, LLC 6
Old North State Trust, LLC 6
Costello Asset Management, INC 6
Community Capital Management, Inc. 6
Aptus Capital Advisors, LLC 6
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 6
Magnus Financial Group LLC 6
VisionPoint Advisory Group, LLC 6
Seizert Capital Partners, Llc 6
Wealthbridge Capital Management, Llc 6
Aspire Private Capital, LLC 6
Manchester Financial Inc 6
Credential Qtrade Securities Inc. 6
Lake Point Wealth Management 6
Sage Rhino Capital Llc 6
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 6
Inscription Capital, LLC 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
BOK Financial Private Wealth, Inc. 6
OneAscent Financial Services LLC 6
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 6
AMG National Trust Bank 6
Mbb Public Markets I Llc 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 6
Bayban 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 6
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 6
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 6
Tdam Usa Inc. 6
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 6
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 6
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 6
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 6
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 6
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 6
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 6
Busey Wealth Management 6
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 6
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 6
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 6
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 6
Sandy Cove Advisors, LLC 6
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 6
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 6
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 6
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 6
Desjardins Global Asset Management Inc. 6
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 6
Chartwell Investment Partners, Llc 6
Widmann Financial Services, Inc. 6
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 6
Roble, Belko & Company, Inc 6
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 6
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 6
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 6
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 6
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 6
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 6
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 6
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 6
Wedmont Private Capital 6
Grimes & Company, Inc. 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 6
Cantor Fitzgerald, L. P. 6
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 6
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 6
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 6
Mendon Capital Advisors Corp 6
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 6
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 6
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 6
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 6
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 6
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 6
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 6
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 6
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 6
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 6
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 6
Delos Wealth Advisors, LLC 6
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 6
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 6
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 6
Kentucky Retirement Systems 6
PNC Managed Account Solutions, Inc. 6
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 6
Prospector Partners Llc 6
Sentry Investment Management Llc 6
Moody Lynn & Lieberson, Llc 6
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 6
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 6
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 6
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 6
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 6
Driehaus Capital Management Llc 6
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 6
Us Financial Advisors, Llc 6
Nfj Investment Group, Llc 6
LifePlan Financial Group, Inc 6
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 6
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 6
AQINX - AQR Funds - AQR International Equity Fund Class N 6
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 6
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 6
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 6
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 6
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 6
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 6
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 6
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 6
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
Curi Wealth Management, LLC 6
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 6
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 6
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 6
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 6
SkyView Investment Advisors, LLC 6
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
Retirement Group, LLC 6
Safeguard Investment Advisory Group, LLC 6
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 6
ACSKX - American Century Investment Trust - Short Duration Fund C Class 6
Standard Family Office LLC 6
Investment Management Corp of Ontario 6
Watershed Asset Management, L.L.C. 6
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 6
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 6
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 6
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 6
IAG Wealth Partners, LLC 6
Annapolis Financial Services, LLC 6
Cannon Global Investment Management, LLC 6
Choate Investment Advisors 6
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 6
Woodmont Investment Counsel Llc 6
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 6
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 6
Laurel Wealth Planning LLC 6
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 6
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 6
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 6
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 6
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 6
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 6
Phocas Financial Corp. 6
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 6
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 6
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 6
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 6
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 6
McCarthy Asset Management, Inc. 6
MTM Investment Management, LLC 6
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 6
Johnson Midwest Financial, LLC 6
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 6
Mizuho Asset Management Co.,Ltd. 6
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 6
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 6
Mork Capital Management, LLC 6
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 6
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 6
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 6
Jeppson Wealth Management, Llc 6
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 6
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 6
Tennessee Valley Asset Management Partners 6
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 6
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 6
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 6
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 6
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 6
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 6
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 6
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 6
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 6
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 6
Penseco Financial Services Corp 6
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 6
Dfa Investment Trust Co - The Continental Small Company Series 6
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 6
Cadence Bank Na 6
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 6
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 6
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 6
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 6
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 6
Atlas Private Wealth Advisors 6
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 6
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 6
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 6
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 6
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 6
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 6
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 6
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 6
Sharkey, Howes & Javer 6
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 6
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 6
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 6
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 6
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 6
Mangrove Partners 6
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 6
Private Bank & Trust Co 6
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 6
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 6
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 6
Garde Capital, Inc. 6
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 6
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 6
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 5
Westend Capital Management LLC 5
Heck Capital Advisors, LLC 5
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 5
Decade Capital Management Llc 5
Ankerstar Wealth, LLC 5
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 5
Union Bancaire Privee, UBP SA 5
Retirement Wealth Solutions LLC 5
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 5
Waldron Private Wealth LLC 5
Baron Silver Stevens Financial Advisors, Llc 5
RMG Wealth Management LLC 5
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 5
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 5
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 5
Miles Capital, Inc. 5
First Foundation Advisors 5
Legacy Wealth Asset Management, LLC 5
GSAIX - GOLDMAN SACHS TRUST - Goldman Sachs China Equity Fund Institutional 5
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 5
Gilpin Wealth Management, Llc 5
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 5
Quad-Cities Investment Group, LLC 5
Carret Asset Management, Llc 5
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 5
ICONIQ Capital, LLC 5
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 5
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 5
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 5
Caisse Des Depots Et Consignations 5
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 5
Nuveen S&p 500 Buywrite Income Fund 5
Newfound Research LLC 5
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 5
Fayez Sarofim & Co 5
Blackrock 2022 Global Income Opportunity Trust 5
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 5
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 5
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 5
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 5
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 5
Trust Co Of Toledo Na /oh/ 5
Transamerica Partners Funds Group 5
Wayfinding Financial, LLC 5
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 5
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 5
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 5
Hilton Head Capital Partners, LLC 5
Zwj Investment Counsel Inc 5
Napier Financial, LLC 5
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 5
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 5
Trillium Asset Management, Llc 5
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 5
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 5
Granite Investment Advisors, LLC 5
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 5
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 5
Lee Danner & Bass Inc 5
Gyl Financial Synergies, Llc 5
Daiwa Capital Markets America Inc. 5
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 5
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 5
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 5
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 5
Bain Capital Public Equity Management Ii, Llc 5
Glg Inc. 5
First Midwest Bank Trust Division 5
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 5
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 5
Allegis Investment Advisors, LLC 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 5
Mitsubishi UFJ Securities Holdings Co., Ltd. 5
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
Havemeyer Place LP 5
Nuance Investments, Llc 5
Formidable Asset Management, LLC 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 5
Salzhauer Michael 5
Key Capital Management, INC 5
Clarfeld Financial Advisors, Llc 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 5
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 5
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 5
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 5
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 5
Cumberland Partners Ltd 5
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 5
FS Series Trust - FS Market Neutral Fund Class I 5
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 5
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 5
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 5
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 5
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 5
Concorde Asset Management, LLC 5
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 5
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 5
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5
Perpetual Ltd 5
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 5
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 5
Marino, Stram & Associates Llc 5
Rampart Investment Management Company, LLC 5
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 5
Old Point Trust & Financial Services N A 5
Abner Herrman & Brock Llc 5
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 5
Park Avenue Institutional Advisers LLC 5
Henry James International Management Inc. 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 5
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 5
Calamos Wealth Management LLC 5
Legacy Wealth Managment, LLC/ID 5
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 5
Wakefield Asset Management LLLP 5
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 5
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 5
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 5
Wealth Enhancement Trust Services, Inc. 5
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 5
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
Malaga Cove Capital, LLC 5
Redhawk Wealth Advisors, Inc. 5
Algebris (uk) Ltd 5
Toscafund Asset Management LLP 5
Fs Multi-alternative Income Fund 5
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 5
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 5
Allstate Investment Management Co 5
Transamerica Partners Funds Group Ii 5
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 5
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 5
Rodgers Brothers Inc. 5
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 5
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 5
Lombard Odier Asset Management (Europe) Ltd 5
Proffitt & Goodson Inc 5
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 5
Hall Laurie J Trustee 5
Burk Holdings LLC 5
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 5
Savvy Advisors, Inc. 5
Great Valley Advisor Group, Inc. 5
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 5
Franklin Street Advisors Inc /nc 5
Atlantic Edge Private Wealth Management, LLC 5
Nicholas Investment Partners, LP 5
IMS Capital Management 5
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 5
Varma Mutual Pension Insurance Co 5
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 5
Private Management Group Inc 5
Westfuller Advisors, LLC 5
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 5
Telemus Capital, Llc 5
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 5
West Branch Capital LLC 5
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 5
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 5
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 5
Cullinan Associates Inc 5
Hoey Investments, Inc 5
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 5
Harvest Management Llc 5
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 5
Legacy Private Trust Co. 5
Albion Financial Group /ut 5
Achievement Holdings L.P. 5
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 5
State of New Jersey Common Pension Fund A 5
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 5
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 5
Abacus Planning Group, Inc. 5
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 5
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 5
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 5
First National Trust Co 5
Texas Capital Bancshares Inc/tx 5
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 5
Central Bank & Trust Co 5
Stock Yards Bank & Trust Co 5
Kentucky Retirement Systems Insurance Trust Fund 5
Beacon Capital Management, Inc. 5
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 5
Gitterman Wealth Management, LLC 5
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 5
Crow Point Partners, LLC 5
J. Goldman & Co LP 5
M Holdings Securities, Inc. 5
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 5
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 5
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 5
Modera Wealth Management, LLC 5
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 5
Old Republic International Corp 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
Wealthsource Partners, Llc 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 5
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 5
Cobalt Capital Management, Inc. 5
Joseph P. Lucia & Associates, LLC 5
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 5
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 5
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
HighTower Trust Services, LTA 5
Adams Diversified Equity Fund, Inc. 5
Capital International Investors 5
RPg Family Wealth Advisory, LLC 5
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 5
Logan Capital Management Inc 5
Financial Enhancement Group LLC 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
Delaware Vip Trust - Delaware Vip Value Series Standard Class 5
Oslo Pensjonsforsikring AS 5
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 5
Smith & Howard Wealth Management, LLC 5
Callan Capital, LLC 5
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 5
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 5
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 5
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 5
Whitener Capital Management, Inc. 5
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 5
Guardian Capital Advisors Lp 5
Triasima Portfolio Management inc. 5
BancorpSouth Bank 5
Westfield Capital Management Co Lp 5
Waddell & Associates, Llc 5
MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I 5
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 5
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 5
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 5
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 5
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 5
First Allied Asset Management, Inc. 5
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 5
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 5
Carillon Tower Advisers, Inc. 5
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 5
Rexford Capital Inc 5
Capitolis Liquid Global Markets LLC 5
Marathon Trading Investment Management LLC 5
Blackrock Multi-sector Income Trust 5
Verity Asset Management, Inc. 5
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 5
Crawford Investment Counsel Inc 5
Guggenheim Taxable Municipal Managed Duration Trust 5
Basswood Capital Management, L.l.c. 5
Genesis Wealth Advisors, LLC 5
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 5
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P 5
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 5
BTG Pactual Asset Management US LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 5
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 5
Jacobus Wealth Management, Inc. 5
Employees Provident Fund Board 5
Raiffeisen Bank International AG 5
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 5
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 5
Schneider Capital Management Corp 5
Siemens Fonds Invest GmbH 5
Apollo Management Holdings, L.P. 5
Lumbard & Kellner, LLC 5
Certified Advisory Corp 5
Gratus Capital LLC 5
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
Harris Associates L P 5
Donald Smith & Co., Inc. 5
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 5
Engrave Wealth Partners LLC 5
Arjuna Capital 5
Comerica Securities Inc 5
Lynx Investment Advisory 5
Liberty All Star Equity Fund 5
Horan Capital Advisors, LLC. 5
Stonebridge Capital Management Inc 5
Power Corp of Canada 5
Carnegie Capital Asset Management, LLC 5
Zions Trust, National Association 5
Almitas Capital LLC 5
First National Corp /ma/ /adv 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 5
Filbrandt Wealth Management, LLC 5
TD Securities (USA) LLC 5
Matrix Trust Co 5
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 5
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 5
Macroview Investment Management Llc 5
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 5
Mid Continent Capital Llc/il 5
JB Capital LLC 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 5
British Airways Pensions Investment Management Ltd 5
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 5
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 5
Matarin Capital Management, LLC 5
Letko, Brosseau & Associates Inc 5
Oracle Alpha Inc. 5
Motiv8 Investments LLC 5
Summit Financial Wealth Advisors, LLC 5
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 5
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 5
J.Safra Asset Management Corp 5
FDO Partners, LLC 5
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 5
Harding Loevner Lp 5
Smith, Moore & Co. 5
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 5
Douglass Winthrop Advisors, LLC 5
Searle & Co. 5
Blackstone Group Inc 5
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 5
Li Winifred I 5
ASR Vermogensbeheer N.V. 5
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 5
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 5
Navellier & Associates Inc 5
Legend Financial Advisors, Inc. 5
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 5
Mill Creek Capital Advisors, LLC 5
Rakuten Investment Management, Inc. 5
Vivaldi Asset Management, LLC 5
Chesapeake Asset Management Llc 5
AlphaOne Investment Services, LLC 5
Ionic Capital Management LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 5
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 5
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 5
Leap Investments Lp 5
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 5
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 5
Hemenway Trust Co LLC 5
Family Management Corp 5
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 5
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 5
Stuart Chaussee & Associates, Inc. 5
Hightower 6M Holding, LLC 5
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 5
Alpha Omega Wealth Management LLC 5
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 5
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 5
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 5
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 5
S. Muoio & Co. Llc 5
Horizons Etf Trust I 5
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 5
CR Intrinsic Investors, LLC 5
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 5
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 5
Seeds Investor Llc 5
Wambolt & Associates, LLC 5
Bank Of The West 5
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 5
Mediolanum International Funds Ltd 5
A. D. Beadell Investment Counsel, Inc. 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 5
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 5
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 5
John Hancock Financial Opportunities Fund 5
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 5
Resona Asset Management Co.,Ltd. 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 5
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 5
Central Pacific Bank - Trust Division 5
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 5
VestGen Advisors, LLC 5
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
Putnam Investors Fund 5
FLP Wealth Management, LLC 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
Axiom Investment Management LLC 5
Kelman-Lazarov, Inc. 5
Chemical Bank 5
China Fund Inc 5
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 5
Skba Capital Management Llc 5
Lowe Wealth Advisors, LLC 5
PartnerRe Asset Management CORP 5
Tucker Asset Management Llc 5
Richardson Financial Services Inc. 5
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 5
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 5
Affinity Investment Advisors, Llc 5
LBA Wealth Management, LLC 5
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 5
Smith Group Asset Management, LLC 5
RBCRX - RBC FUNDS TRUST - RBC China Equity Fund Class R6 5
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 5
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 5
RHJ International SA 5
Laurel Wealth Advisors, Inc. 5
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 5
Wells Fargo Multi-sector Income Fund 5
Marex Group plc 5
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 5
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 5
Accordant Advisory Group Inc 5
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 5
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 5
AM Squared Ltd 5
Reflection Asset Management 5
WESPAC Advisors SoCal, LLC 5
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 5
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 5
Herold Advisors, Inc. 5
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 5
Point View Wealth Management, Inc. 5
Utc North American Fund, Inc. 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 5
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 5
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 5
Signature Estate & Investment Advisors Llc 5
Entrust Financial Llc 5
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 5
Maltese Capital Management Llc 5
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 5
Saba Capital Management, L.P. 5
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 5
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 5
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 5
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 5
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 5
Kendall Capital Management 5
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 5
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 5
Avalon Trust Co 5
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 5
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 5
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 5
Sculptor Capital LP 5
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 5
Kings Point Capital Management 5
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 5
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 5
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 5
Baron Financial Group, LLC 5
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 5
Hcim Trust 5
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 5
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 5
FourThought Financial Partners, LLC 5
Crow Point Global Dividend Plus Fund 5
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 5
FSA Wealth Management LLC 5
Virtus Total Return Fund 5
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 5
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 5
Change Path, LLC 5
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 5
Fortis Group Advisors, LLC 5
Diamond Hill Capital Management Inc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 5
PharVision Advisers, LLC 5
Cohen & Steers Quality Income Realty Fund Inc 5
Voya Asia Pacific High Dividend Equity Income Fund 5
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 5
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 5
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 5
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 5
Acima Private Wealth, Llc 5
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 5
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 5
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 5
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 5
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 5
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 5
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 5
High Pointe Capital Management Llc 5
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 5
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 5
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 5
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 5
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 5
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 5
National Wealth Management Group, LLC 5
Abacus Wealth Partners, LLC 5
Bryce Point Capital, LLC 5
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 5
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 5
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 5
Fourth Dimension Wealth, LLC 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 5
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 5
Poplar Forest Capital LLC 5
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 5
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 5
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 5
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 5
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 5
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 5
Ballew Advisors, Inc 5
Profunds - Profund Vp Ultramid-cap 5
Provenance Wealth Advisors, LLC 5
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 5
Seacliff Capital, Llc 5
Profunds - Profund Vp Mid-cap Value 5
Girard Partners Ltd. 5
Tower View Investment Management & Research LLC 5
Coastal Capital Group, Inc. 5
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 5
Kayne Anderson Capital Advisors Lp 5
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 5
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 5
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF 5
Green Square Capital Advisors Llc 5
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 5
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 5
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 5
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 5
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 5
Sawyer & Company, Inc 5
Romano Brothers And Company 5
Capital A Wealth Management, LLC 5
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 5
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 5
VMIDX - VALIC Co I - Mid Cap Index Fund 5
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 5
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 5
ARGA Investment Management, LP 5
Landaas & Co /wi /adv 5
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 5
Courier Capital Llc 5
Traub Capital Management LLC 5
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 5
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 5
Ninepoint Partners LP 5
Donoghue Forlines LLC 5
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 5
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 5
APBAX - Cavanal Hill Funds - Active Core Fund Investor 5
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 5
Garner Asset Management Corp 5
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 5
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 5
Forward Management, LLC 5
Tiaa, Fsb 5
Spectrum Financial Alliance Ltd LLC 5
AlphaStar Capital Management, LLC 5
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I 5
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 5
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 5
Iron Horse Wealth Management, LLC 5
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 5
Lourd Capital, LLC 5
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 5
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 5
EA Series Trust 5
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 5
Crescent Capital Consulting, LLC 5
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 5
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 5
Palouse Capital Management, Inc. 5
Stratos Wealth Advisors, LLC 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 5
Crescent Grove Advisors, LLC 5
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 5
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 5
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 5
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 5
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 5
Friedenthal Financial 5
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 5
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 5
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 5
Strive Financial Group ,LLC 5
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 5
TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A 5
Adirondack Retirement Specialists, Inc. 5
Core Alternative Capital 5
Samlyn Capital, Llc 5
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 5
Cherry Tree Wealth Management, LLC 5
Naples Global Advisors, Llc 5
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 5
Watermark Asset Management, Inc. 5
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 5
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 5
Legacy Financial Group LLC 5
Financial Connections Group, Inc. 5
Beutel, Goodman & Co Ltd. 5
Bellwether Advisors, LLC 5
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 5
Compton Capital Management Inc /ri 5
Parcion Private Wealth LLC 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 5
Clear Perspective Advisors, LLC 5
Templeton Dragon Fund Inc 5
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 5
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 5
Lebenthal Holdings,LLC 5
Vivaldi Capital Management, LLC 5
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 5
Global Financial Private Capital, LLC 5
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 5
Vaughan David Investments Inc/il 5
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 5
Founders Capital Management 5
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 5
iA Global Asset Management Inc. 5
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 5
Morse Asset Management, Inc 5
Okabena Investment Services Inc 5
Madison Asset Management, LLC 5
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 5
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 5
Stoneridge Investment Partners Llc 5
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 5
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 5
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 5
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 5
SWS Partners 5
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 5
MCHI - iSHARES TRUST - iShares MSCI China ETF 5
Islay Capital Management, Llc 5
CHIX - Global X Funds - Global X MSCI China Financials ETF 5
New Perspective Fund 5
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 5
West Bancorporation Inc 5
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 5
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund 5
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 5
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 5
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 5
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 5
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 5
Lansforsakringar Fondforvaltning AB (publ) 5
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 5
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 5
Cowa, Llc 5
Pfs Investments Inc. 5
Rowland Carmichael Advisors Inc /adv 5
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 5
R&F Capital Advisors LP 5
Spdr S&p Midcap 400 Etf Trust 5
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 5
BlackRock Multi-Sector Opportunities Trust II 5
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 5
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 5
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 5
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 5
Level Four Advisory Services, Llc 5
Guyasuta Investment Advisors Inc 5
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A 5
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 5
Nordwand Advisors, LLC 5
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 5
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 5
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 5
Moloney Securities Asset Management, LLC 5
Carolina Wealth Advisors, LLC 5
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 5
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 5
Cyndeo Wealth Partners, LLC 5
Industrial Alliance Investment Management Inc. 5
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 5
G&S Capital LLC 5
Sunflower Bank, N.A. 5
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 5
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 5
Premia Global Advisors, Llc 5
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 5
MDPIX - Profunds - Mid-cap Profund Investor Class 5
Little House Capital Llc 5
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 5
Sustainable Insight Capital Management, LLC 5
Special Opportunities Fund, Inc. 5
Cozad Asset Management Inc 5
Capital Income Builder 5
Total Investment Management Inc 5
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 5
Halpern Financial, Inc. 5
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 5
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 5
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 5
Cary Street Partners Asset Management Llc 5
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 5
Steel Peak Wealth Management LLC 5
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 5
Pittenger & Anderson Inc 5
NOLCX - Northern Funds - Northern Large Cap Core Fund 5
Good Life Advisors, LLC 5
Ssga Master Trust 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 5
Financial Advisors Network, Inc. 5
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 5
MLPIX - Profunds - Mid-cap Value Profund Investor Class 5
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 5
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 5
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 5
Tiaa Trust, National Association 5
NOMIX - Northern Funds - Northern Mid Cap Index Fund 5
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 5
Fusion Family Wealth LLC 5
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 5
Kepler Cheuvreux (Suisse) SA 5
Sig Brokerage, Lp 5
Farmers & Merchants Trust Co of Chambersburg PA 5
UMPIX - Profunds - Ultramid-cap Profund Investor Class 5
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 5
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 5
Bulldog Investors, LLP 5
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 5
Murphy Capital Management Inc 5
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 5
Kohmann Bosshard Financial Services, LLC 5
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 5
Blackrock Enhanced Global Dividend Trust 5
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 5
Afam Capital, Inc. 5
Blackrock Enhanced Equity Dividend Trust 5
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 5
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 5
Monroe Bank & Trust/mi 5
Dockside LLC 5
Financial Engines Advisors L.L.C. 5
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 5
Bnp Paribas 5
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 5
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 5
Intrua Financial, LLC 5
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 5
Asset Planning Services, Ltd. 5
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 5
Financiere des Professionnels - Fonds d,investissement inc. 5
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 5
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 5
Aurora Private Wealth, Inc. 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
Generali Asset Management SPA SGR 5
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 5
RGT Wealth Advisors, LLC 5
Gables Capital Management Inc. 5
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 5
Sanders Capital, LLC 5
Madison Investment Advisors, LLC 5
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 5
Kepos Capital LP 5
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 5
Coastline Trust Co 5
Guidant Wealth Advisors 5
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 5
Appaloosa Management Lp 5
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 5
United Community Bank 5
WESPAC Advisors, LLC 5
Barometer Capital Management Inc. 5
Marshall & Sterling Wealth Advisors Inc. 5
Ostrum Asset Management U.s., Llc 5
Thomasville National Bank 5
Corbenic Partners LLC 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 5
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 5
TIER - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity Research ETF 5
Ramirez Asset Management, Inc. 5
Wcm Investment Management, Llc 5
6 Meridian 5
Blackrock Enhanced International Dividend Trust 5
Lombardia Capital Partners Llc 5
Wilmington Trust, National Association 5
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 5
Fractal Investments LLC 5
Bridgewater Advisors Inc. 5
Horizon Kinetics LLC 5
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 5
Ade, Llc 5
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 5
CoreFirst Bank & Trust 5
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 5
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 5
Retirement Planning Co of New England, Inc. 5
Wintrust Investments Llc 5
Wright Managed Equity Trust 5
Oppenheimer Global Multi-asset Income Fund 5
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 5
Nuveen Fund Advisors, LLC 5
F/M Investments LLC 5
Wellington Grp LLC 5
Harwood Advisory Group, LLC 5
Marathon Capital Management 5
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 5
Jackson, Grant Investment Advisers, Inc. 5
Tacita Capital Inc 5
Bankers Trust Co 5
Epoch Investment Partners, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 5
Abc Arbitrage Sa 5
Himco Variable Insurance Trust 5
Hoover Financial Advisors, Inc. 5
Marietta Investment Partners Llc 5
Stonebridge Financial Group, LLC 5
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 5
Cai Capital Management, Inc. 5
Stevens First Principles Investment Advisors 5
Parameter Capital Management LLC 5
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 5
Banyan Partners, LLC 5
New England Asset Management Inc 5
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 5
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 5
Orion Capital Management LLC 5
1015 Capital Partners, LLC 5
Financial Perspectives, Inc 5
Ativo Capital Management LLC 5
EMC Capital Management 5
Rnc Capital Management Llc 5
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 5
Fbl Investment Management Services Inc/ia 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 5
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 5
Rockbridge Investment Management, LCC 5
Guardian Investor Services Llc 5
Saranac Partners Ltd 5
Tower Bridge Advisors 5
Linscomb & Williams, Inc. 5
Haverford Trust Co 5
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 5
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 5
Highland Capital Management Lp 5
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 5
Osmosis Investment Management UK Ltd 5
OpenArc Corporate Advisory, LLC 5
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II 5
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 5
Railway Pension Investments Ltd 5
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 5
TradeLink Global Equity LLC 5
Coyle Financial Counsel LLC 5
Edmond De Rothschild (suisse) S.a. 4
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 4
Oversea-Chinese Banking CORP Ltd 4
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 4
Ceredex Value Advisors LLC 4
Aspen Grove Capital, LLC 4
Elmwood Wealth Management, Inc. 4
Arnhold LLC 4
Harvest Portfolios Group Inc. 4
Braun-Bostich & Associates Inc. 4
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 4
Tiaa-cref Individual & Institutional Services, Llc 4
Lazard World Dividend & Income Fund, Inc. 4
Nicola Wealth Management Ltd. 4
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 4
Financial Freedom, LLC 4
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 4
Capital Directions Investment Advisors, LLC 4
Grey Fox Wealth Advisors, LLC 4
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 4
Atlas Wealth LLC 4
Cheviot Value Management, LLC 4
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 4
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 4
Chesley Taft & Associates LLC 4
West Tower Group, LLC 4
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 4
Canton Hathaway, LLC 4
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 4
MONTX - MONETTA TRUST - Monetta Fund 4
First Trust/aberdeen Emerging Opportunity Fund 4
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 4
Fortis Capital Advisors, LLC 4
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 4
Concentric Capital Strategies, LP 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
Transamerica Partners Portfolios 4
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 4
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 4
TIAA Wealth Investment Management LLC 4
Pinnacle Holdings, LLC 4
Landsberg, Bennett, & Dubbaneh LLC 4
PRIJX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Discovery Stock Fund 4
Midwest Trust Co 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 4
Allred Capital Management, LLC 4
Cordatus Wealth Management LLC 4
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 4
SILVER OAK SECURITIES, Inc 4
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 4
Sphinx Trading, Lp 4
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 4
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 4
Tcg Advisors, Lp 4
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 4
Pimco Dynamic Credit & Mortgage Income Fund 4
Elevation Series Trust - RiverNorth Patriot ETF 4
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 4
Strategic Investment Advisors / MI 4
Cedar Brook Financial Partners, LLC 4
Evolution Wealth Management Inc. 4
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 4
Pimco Dynamic Income Fund 4
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 4
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 4
Scout Funds 4
MBM Wealth Consultants, LLC 4
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 4
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
Linden Thomas Advisory Services, LLC 4
Ruedi Wealth Management, Inc. 4
Vilas Fund, Lp 4
Thoroughbred Financial Services, Llc 4
Kinneret Advisory, LLC 4
Templeton Global Opportunities Trust 4
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 4
TimesSquare Capital Management, LLC 4
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
Morgan Stanley Emerging Markets Fund Inc 4
Cohen & Steers Total Return Realty Fund Inc 4
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 4
HOLA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Hedged Equity Laddered Overlay ETF 4
Smallwood Wealth Investment Management, LLC 4
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 4
Global Wealth Management Investment Advisory, Inc. 4
Dagco, Inc. 4
Fortem Financial Group, Llc 4
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 4
Actinver Wealth Management, Inc. 4
Milestone Investment Advisors LLC 4
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 4
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
Eaton Vance Tax-managed Buy-write Income Fund 4
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
Ironbridge Funds, Inc. 4
Southern Michigan Bank & Trust 4
Griffin Asset Management, Inc. 4
BCJ Capital Management, LLC 4
European Equity Fund, Inc / Md 4
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 4
Estate Planners Group, LLC 4
Garrett Wealth Advisory Group, LLC 4
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 4
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 4
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 4
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 4
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 4
Opseu Pension Plan Trust Fund 4
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 4
RVRB - ADVISORS SERIES TRUST - Reverb ETF 4
RELIANCE TRUST Co 4
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 4
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 4
Cornerstone Wealth Group, LLC 4
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 4
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 4
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 4
Maseco Llp 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 4
Horizon Kinetics Asset Management Llc 4
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 4
BKES - BNY Mellon ETF Trust - BNY Mellon Sustainable Global Emerging Markets ETF 4
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 4
Thor Advisors, Llc 4
Patton Fund Management, Inc. 4
Monetary Management Group Inc 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 4
MidWestOne Financial Group, Inc. 4
Comprehensive Financial Consultants Institutional, Inc. 4
Cornerstone Management, Inc. 4
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 4
Argent Capital Management Llc 4
Guggenheim Equal Weight Enhanced Equity Income Fund 4
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 4
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 4
Destra Investment Trust Ii 4
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 4
Bpv Family Of Funds 4
Pimco High Income Fund 4
Pimco Corporate & Income Opportunity Fund 4
Canandaigua National Bank & Trust Co 4
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 4
Consolidated Portfolio Review Corp 4
Winmill & Co. Inc 4
Ofi Invest Asset Management 4
Db-x Exchange-traded Funds Inc. 4
Principled Equity Market Fund 4
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A 4
Eagle Rock Investment Company, Llc 4
Seminole Management Co., Inc. 4
Nuveen Global Income Opportunities Fund 4
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 4
Benchmark Investment Advisors LLC 4
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 4
Brown Advisory Securities, LLC 4
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 4
Frank, Rimerman Advisors LLC 4
Voya Prime Rate Trust 4
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 4
Beck Bode, LLC 4
Claymore Exchange-traded Fund Trust 2 4
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 4
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 4
Basepoint Wealth LLC 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 4
Chessman Wealth Strategies Ria 4
IFG Advisory, LLC 4
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 4
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 4
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 4
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 4
Northwest Bancshares, Inc. 4
Oak Point Wealth Management 4
XR Securities LLC 4
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 4
Cito Capital Group, LLC 4
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 4
Security National Bank 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 4
Hancock Whitney Investment Services Inc. 4
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 4
ICFSX - ICON FUNDS - ICON Financial Fund Class S 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 4
CTC Capital Management, LLC 4
RE Dickinson Investment Advisors, LLC 4
Capricorn Fund Managers Ltd 4
Kingdom Financial Group LLC. 4
Ar Asset Management Inc 4
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 4
Cantor Fitzgerald Investment Adviser L.p. 4
Bell Bank 4
Gilbert & Cook, Inc. 4
Mcmillion Capital Management Inc 4
Fiduciary Financial Services Of The Southwest Inc /tx 4
Taika Capital, LP 4
Israel Discount Bank of New York 4
Parkside Investments, LLC 4
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 4
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 4
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 4
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 4
Elkhorn Investments, LLC 4
Capital World Growth & Income Fund 4
Calvert Impact Fund Inc 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 4
Flaharty Asset Management, LLC 4
Capital International Ltd /ca/ 4
De Burlo Group Inc 4
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 4
Castle Hook Partners LP 4
Union Savings Bank 4
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 4
Lincluden Management Ltd 4
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 4
Boulder Hill Capital Management Lp 4
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 4
Strategic Financial Concepts, LLC 4
Blenheim Capital Management, BV 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 4
HAP Trading, LLC 4
CGC Financial Services, LLC 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
CarsonAllaria Wealth Management, Ltd. 4
NOSIX - Northern Funds - Northern Stock Index Fund 4
DecisionPoint Financial, LLC 4
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 4
Marietta Wealth Management, LLC 4
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 4
NOIGX - Northern Funds - Northern International Equity Fund 4
Private Advisory Group LLC 4
FRG Family Wealth Advisors LLC 4
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 4
Sicart Associates LLC 4
Chiron Investment Management, LLC 4
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 4
Norden Group Llc 4
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 4
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 4
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 4
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 4
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 4
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 4
Clearwater Capital Advisors, LLC 4
Pvg Asset Management Corp 4
O'Brien Wealth Partners LLC 4
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 4
Rock Creek Group, LP 4
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 4
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 4
Transform Wealth, LLC 4
Emrys Partners, L.P. 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
Yellowstone Partners, LLC 4
Formula Growth Ltd 4
Nicholas Hoffman & Company, LLC. 4
NuWave Investment Management, LLC 4
Archipel Asset Management AB 4
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 4
Jackson Thornton Asset Management, Llc 4
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 4
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 4
Founders Bank & Trust 4
BKM Wealth Management, LLC 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 4
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 4
Premier Fund Managers Ltd 4
Dorato Capital Management 4
Missouri Trust & Investment Co 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
Luxor Capital Group, LP 4
Peterson Financial Group, Inc. 4
Cornerstone Financial Partners, LLC 4
Md Sass Investors Services Inc 4
Capital Growth Management Lp 4
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 4
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 4
Gunpowder Capital Management, LLC dba Oliver Wealth Management 4
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 4
Pacific Global Investment Management Co 4
Kerrisdale Advisers, LLC 4
PACIFIC SELECT FUND - Equity Index Portfolio Class I 4
Banco BTG Pactual S.A. 4
PACIFIC SELECT FUND - International Value Portfolio Class I 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 4
Adirondack Research & Management Inc. 4
Hedeker Wealth, LLC 4
Semper Trust Co. 4
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 4
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 4
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 4
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 4
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 4
Schonfeld Group Holdings LLC 4
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 4
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 4
Klingman & Associates, LLC 4
Claris Advisors, Llc / Mo / 4
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
Capital Advisors Inc/ok 4
St. Louis Trust Co 4
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 4
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 4
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 4
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 4
Criterion Capital Advisors, Llc 4
Cetera Trust Company, N.A 4
Investment Partners, Ltd. 4
Mariner Investment Group Llc 4
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 4
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 4
TIGMX - THORNBURG INVESTMENT TRUST - Thornburg Investment Grade Bond Managed Account Fund Class SMA 4
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 4
USCOX - US GLOBAL INVESTORS FUNDS - China Region Fund 4
Rivernorth Capital Management, Llc 4
Ada Investment Management, LP 4
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 4
Signature Resources Capital Management, LLC 4
AGF Investments America Inc. 4
Sessa Capital IM, L.P. 4
Ransom Advisory, Ltd 4
Andrew Hill Investment Advisors, Inc. 4
Bronson Point Management LLC 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 4
Integrated Wealth Counsel, Llc 4
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 4
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 4
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 4
Coastal Bridge Advisors, LLC 4
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
Clearbridge, Llc 4
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 4
Opera Trading Capital 4
Penn Capital Management Co Inc 4
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 4
Tidemark, LLC 4
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 4
Level Financial Advisors, Inc. 4
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 4
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 4
Meyer Handelman Co 4
VEGN - ETF Series Solutions - US Vegan Climate ETF 4
Espalier Global Management LLC 4
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares 4
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 4
Obermeyer Wood Investment Counsel, Lllp 4
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 4
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 4
Wealth Watch Advisors, INC 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
Clark Wealth Partners 4
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 4
First Trust Investment Solutions L.P. 4
Confluence Investment Management Llc 4
BTG Pactual Global Asset Management Ltd 4
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 4
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 4
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 4
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 4
Meridian Investment Counsel Inc. 4
Williamson Legacy Group, LLC 4
Modern Wealth Management, LLC 4
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 4
Wafra Inc. 4
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 4
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 4
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 4
Polymer Capital Management (HK) LTD 4
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 4
LM Advisors LLC 4
Davidson Kempner Capital Management Lp 4
GGBFX - GuideStone Funds - Global Bond Fund Investor 4
NorthRock Partners, LLC 4
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 4
Redwood Capital Management, Llc 4
Planning Capital Management Corp 4
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 4
Hansberger Growth Investors, Lp 4
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 4
Clayton Financial Group LLC 4
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 4
Clarity Asset Management, Inc. 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
Hobbs Group Advisors, LLC 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 4
Overland Advisors, LLC 4
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
Proathlete Wealth Management Llc 4
Godsey & Gibb Associates 4
Raab & Moskowitz Asset Management LLC 4
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 4
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 4
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 4
VMAX - Lattice Strategies Trust - Hartford US Value ETF 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 4
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 4
Studio Investment Management Llc 4
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 4
Sentry Investments Corp. 4
Lakeview Capital Partners, LLC 4
Arlington Capital Management, Inc. 4
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 4
RiverPoint Capital Management, LLC 4
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 4
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 4
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 4
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 4
Matisse Capital 4
Rowland & Co Investment Counsel/adv 4
Vaughan Nelson Investment Management, L.p. 4
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 4
US Asset Management LLC 4
Talkot Capital, LLC 4
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 4
Perpetual Investment Management Ltd 4
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
Sanders Morris Harris Llc 4
First Affirmative Financial Network 4
Five Oceans Advisors 4
McElhenny Sheffield Capital Management, LLC 4
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 4
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 4
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 4
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 4
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 4
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 4
Focus Financial Network, Inc. 4
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 4
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 4
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 4
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 4
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 4
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 4
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 4
Columbia Asset Management 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 4
Kepos Capital LP 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 4
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 4
East Coast Asset Management, LLC. 4
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 4
Kiwi Wealth Investments Limited Partnership 4
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 4
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 4
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 4
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 4
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 4
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 4
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 4
Altavista Wealth Management, Inc. 4
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Aureus Asset Management, LLC 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
Sienna Gestion 4
General Electric Co 4
Spirepoint Private Client, Llc 4
Paulson & Co. Inc. 4
Corient IA LLC 4
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 4
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 4
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 4
Mowery & Schoenfeld Wealth Management, LLC 4
Rotella Capital Management, Inc. 4
New Covenant Trust Company, N.A. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 4
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 4
Anderson Hoagland & Co 4
Brookwood Investment Group LLC 4
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 4
Sterneck Capital Management, LLC 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 4
Founders Financial Securities Llc 4
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
University Of Texas/texas Am Investment Managment Co 4
Clarkston Capital Partners, LLC 4
Mitchell Mcleod Pugh & Williams Inc 4
Eisler Capital (UK) Ltd. 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 4
Arrow Investments Trust - Arrow DWA Country Rotation ETF 4
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A 4
Platinum Investment Management Ltd 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 4
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 4
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 4
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 4
Cowen Prime Advisors LLC 4
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 4
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 4
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 4
Relative Value Partners Group, LLC 4
Alerus Investment Advisors Corp 4
Lowe Brockenbrough & Co Inc 4
BRACX - Blackrock Allocation Target Shares - Bats Series C 4
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 4
VHYLX - VALIC Co I - High Yield Bond Fund 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
J.P. Turner & Co Capital Mnagement, LLC 4
Verity & Verity, LLC 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 4
Arrow Financial Corp 4
FirstMerit Bank N A Trustee 4
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 4
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 4
Pinnacle Wealth Advisors 4
Bingham Private Wealth, Llc 4
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 4
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 4
Thornburg Investment Management Inc 4
Heritage Wealth Management, Llc 4
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 4
Trust Investment Advisors 4
Nwq Investment Management Company, Llc 4
Buckingham Capital Management, Inc. 4
American National Registered Investment Advisor, Inc. 4
BSW Wealth Partners 4
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 4
American Independence Financial Services LLC 4
Cedar Hill Associates, Llc 4
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 4
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 4
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 4
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 4
Boussard & Gavaudan Investment Management LLP 4
Wealth Architects, LLC 4
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 4
One Capital Management, LLC 4
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 4
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 4
Lehman Financial Resources, Inc. 4
ACG Wealth 4
King Wealth 4
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I 4
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 4
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 4
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 4
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 4
Adirondack Funds 4
Kb Financial Partners, Llc 4
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial 4
Gyroscope Capital Management Group, Llc 4
William B. Walkup & Associates, Inc. 4
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 4
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
GGIIX - GuideStone Funds - Global Impact Fund Investor 4
Scoggin Management Lp 4
Securian Funds Trust - SFT Index 500 Fund Class 1 4
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 4
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 4
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 4
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 4
CSM Advisors, LLC 4
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 4
NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I 4
Hennion & Walsh Asset Management, Inc. 4
PENN SERIES FUNDS INC - Index 500 Fund 4
PENN SERIES FUNDS INC - Emerging Markets Equity Fund 4
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 4
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I 4
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 4
RSSL - Global X Funds - Global X Russell 2000 ETF 4
CHICAGO TRUST Co NA 4
Mattson Financial Services, LLC 4
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 4
Burke & Herbert Bank & Trust Co 4
Net Worth Advisory Group 4
Banced Corp 4
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 4
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class 4
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 4
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 4
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 4
Smith Affiliated Capital Corp. 4
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 4
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4
Quotient Investors, LLC 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 4
Benin Management CORP 4
First American Bank 4
AXS Investments LLC 4
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 4
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 4
Vanguard National Trust Co 4
Teachers Insurance & Annuity Association Of America 4
Kwmg, Llc 4
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 4
Dialectic Capital Management, Lp 4
Huber Capital Management LLC 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
EULAV Asset Management 4
Litman Gregory Asset Management LLC 4
Precision Wealth Strategies, LLC 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
Decatur Capital Management, Inc. 4
Highfields Capital Management Lp 4
Jolley Asset Management, LLC 4
Stonehearth Capital Management, LLC 4
Financial Advantage, Inc. 4
Western Asset Management Company, LLC 4
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 4
Independence Trust CO 4
Systematic Alpha Investments, LLC 4
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 4
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 4
Cypress Capital Management LLC (WY) 4
Intersect Capital LLC 4
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
Baltimore-Washington Financial Advisors, Inc. 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
Bks Advisors, Llc 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
JCIC Asset Management Inc. 4
Aristides Capital LLC 4
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 4
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 4
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 4
Everhart Financial Group, Inc. 4
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 4
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 4
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 4
McMillan Office, Inc. 4
CI Global Investments Inc. 4
Evanston Investments, Inc., dba Evanston Advisors 4
ProVise Management Group, LLC 4
TIG Advisors, LLC 4
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 4
Allen Investment Management LLC 4
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 4
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 4
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 4
Manager Directed Portfolios - Pemberwick Fund Shares 4
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 4
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 4
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 4
MCHFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA FUND Investor Class Shares 4
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 4
Overbrook Management Corp 4
Miller Value Partners, Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 4
Lakewood Capital Management, Lp 4
Martin Currie Ltd 4
Personal Capital Advisors Corp 4
Vicus Capital 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 4
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 4
Mizuho Securities Usa Llc 4
Dumont & Blake Investment Advisors Llc 4
Harvest Capital Strategies LLC 4
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 4
Charter Trust Co 4
Bank of Jackson Hole Trust 4
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 4
NinePointTwo Capital 4
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 4
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 4
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 4
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 4
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 4
Fedenia Advisers LLC 4
Wilkerson Advisory Group LLC 4
Factory Mutual Insurance Co 4
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 4
D. Scott Neal, Inc. 4
W.G. Shaheen & Associates DBA Whitney & Co 4
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 4
Acumen Wealth Advisors, LLC 4
New England Investment & Retirement Group, Inc. 4
Engine No. 1 Llc 4
BankPlus Trust Department 4
DHJJ Financial Advisors, Ltd. 4
Sittner & Nelson, Llc 4
Gw Henssler & Associates Ltd 4
Bridges Investment Management Inc 4
Legacy Capital Wealth Partners, LLC 4
Vision Financial Markets Llc 4
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 4
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 4
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 4
Azimuth Capital Management LLC 4
Field & Main Bank 4
Synergy Financial Management, LLC 4
Cullen Capital Management, LLC 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
Ohio National Investments, Inc. 4
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 4
Atala Financial Inc 4
Europacific Growth Fund 4
Cubic Asset Management, LLC 4
Flagship Wealth Advisors, Llc 4
Ikos Cif Ltd 4
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 4
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 4
Kiker Wealth Management, LLC 4
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 4
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 4
Lebenthal Global Advisors, LLC 4
Platte River Wealth Advisors, LLC 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
Vista Wealth Management Group, LLC 4
Heartwood Wealth Advisors LLC 4
Millstone Evans Group, LLC 4
Woodley Farra Manion Portfolio Management Inc 4
Cfm Wealth Partners Llc 4
Leelyn Smith, LLC 4
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 4
Reby Advisors, LLC 4
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 4
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 4
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 4
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 4
Oder Investment Management, LLC 4
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
Nikko Asset Management Americas, Inc. 4
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 4
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 4
SMITH HAYES Advisers, Inc 4
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 4
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
ShoreHaven Wealth Partners, LLC 4
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 4
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 4
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 4
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 4
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 4
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 4
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 4
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 4
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 4
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 4
Spdr S&p 500 Etf Trust 4
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 4
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 4
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 4
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 4
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 4
GFG Capital, LLC 4
Phoenix Wealth Advisors 4
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 4
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 4
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 4
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 4
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 4
Value Partners Investments Inc. 4
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 4
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 4
Firestone Capital Management 4
E Fund Management Co., Ltd. 4
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 4
Ellsworth Advisors, LLC 4
DB Wealth Management Group, LLC 4
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 4
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 4
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 4
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 4
Mercer Capital Advisers, Inc. 4
Mizuho Markets Americas Llc 4
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 4
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 4
Goelzer Investment Management, Inc. 4
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 4
GMICX - GMO TRUST - GMO International Equity Fund Class II 4
West Financial Advisors, LLC 4
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 4
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 4
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 4
Marcum Wealth, LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 4
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 4
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 4
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 4
National Penn Investors Trust Co /pa 4
Osterweis Capital Management Inc 4
Lion Street Advisors, LLC 4
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 4
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 4
Park Square Financial Group, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 4
VMCVX - VALIC Co II - Mid Cap Value Fund 4
ULTRA SERIES FUND - International Stock Fund Class I 4
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 4
Capital Investment Advisors, LLC 4
Ovata Capital Management Ltd 4
Headinvest, Llc 4
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 4
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 4
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 4
Alta Advisers Ltd 4
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 4
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 4
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 4
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 4
ArrowMark Colorado Holdings LLC 4
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 4
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 4
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 4
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 4
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 4
Cardinal Capital Management, Inc. 4
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 4
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 4
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 4
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 4
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 4
SSO - PROSHARES TRUST - ProShares Ultra S&P500 4
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 4
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 4
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 4
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 4
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 4
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 4
Core Wealth Advisors, Inc. 4
VCIGX - VALIC Co I - Dividend Value Fund 4
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 4
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 4
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 4
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 4
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 4
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 4
VSTIX - VALIC Co I - Stock Index Fund 4
Keebeck Wealth Management, LLC 4
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 4
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 4
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 4
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 4
Ironsides Asset Advisors, LLC 4
Pacific Capital Wealth Advisors, Inc 4
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 4
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 4
Optas, LLC 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 4
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 4
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 4
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 4
Profunds - Profund Vp Large-cap Value 4
Profunds - Profund Vp Small-cap Value 4
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 4
First Commonwealth Financial Corp /pa/ 4
Profunds - Profund Vp Mid-cap Growth 4
Profunds - Profund Vp Bull 4
Profunds - Profund Vp Ultrabull 4
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 4
WestEnd Advisors, LLC 4
Platform Technology Partners 4
Ardsley Advisory Partners Lp 4
Resonant Capital Advisors, LLC 4
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 4
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 4
Gluskin Sheff & Assoc Inc 4
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 4
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class 4
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 4
Great Lakes Retirement, Inc. 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
Boston Financial Mangement Llc 4
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 4
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 4
HIEIX - Federated Adviser Series - Federated Hermes International Equity Fund Institutional Shares 4
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
Chiron Capital Management, Llc 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
Mpwm Advisory Solutions, Llc 4
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 4
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 4
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 4
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 4
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 4
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 4
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 4
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 4
BNY MELLON VARIABLE INVESTMENT FUND - International Equity Portfolio - Initial Shares 4
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 4
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 4
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 4
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 4
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 4
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 4
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
Planned Solutions, Inc. 4
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 4
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 4
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 4
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 4
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 4
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 4
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 4
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 4
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 4
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 4
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 4
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 4
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 4
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 4
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 4
Supplemental Annuity Collective Trust of NJ 4
Allianz Se 4
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 4
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 4
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 4
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 4
Kempen Capital Management N.v. 4
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 4
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 4
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 4
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 4
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 4
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 4
TFG Advisers LLC 4
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 4
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 4
Curian Capital Llc 4
Sowa Financial Group, Inc. 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 4
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 4
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 4
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares 4
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 4
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 4
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 4
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 4
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 4
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 4
Shikiar Asset Management Inc 4
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 4
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 4
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 4
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 4
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 4
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 4
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 4
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 4
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
Westbourne Investments, Inc. 4
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 4
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 4
Advisor OS, LLC 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 4
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A 4
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 4
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 4
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 4
PFG Private Wealth Management, LLC 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 4
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 4
55i, Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 4
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 4
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
PEASX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-2 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
Seneschal Advisors, LLC 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 4
Endex Capital Management Llc 4
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 4
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 4
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 4
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 4
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 4
Psagot Investment House Ltd. 4
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 4
PWS - Pacer Funds Trust - Pacer WealthShield ETF 4
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 4
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 4
Karpas Strategies, Llc 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 4
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 4
Gleason Group, Inc. 4
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 4
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 4
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 4
Honeywell International Inc 4
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 4
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 4
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 4
IDV - iSHARES TRUST - iShares International Select Dividend ETF 4
Banque Transatlantique SA 4
Groupe la Francaise 4
BLPIX - Profunds - Bull Profund Investor Class 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
Fulcrum Asset Management LLP 4
Guerra Advisors Inc 4
ULPIX - Profunds - Ultrabull Profund Investor Class 4
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 4
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 4
LVPIX - Profunds - Large-cap Value Profund Investor Class 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 4
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 4
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 4
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 4
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 4
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 4
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 4
Optimize Financial Inc 4
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 4
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 4
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 4
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 4
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 4
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 4
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 4
RK Asset Management, LLC 4
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 4
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 4
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 4
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 4
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 4
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 4
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 4
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 4
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 4
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A 4
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 4
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 4
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
Pointe Capital Management LLC 4
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 4
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 4
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 4
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 4
Czech National Bank 4
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 4
Buckhead Capital Management Llc 4
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 4
Ridgeworth Funds 4
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 4
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 4
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 4
Relative Value Fund 4
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 4
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 4
Karpus Management, Inc. 4
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 4
Calamos Dynamic Convertible & Income Fund 4
Calamos Convertible & High Income Fund 4
Calamos Convertible Opportunities & Income Fund 4
Marketocracy Funds 4
Blackrock Cori Funds 4
Tcw Alternative Funds 4
Bmc Fund Inc 4
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 4
Clarus Wealth Advisors 4
Alpine Series Trust 4
MINV - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Innovators Active ETF 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 4
PrairieView Partners, LLC 4
Northwest Capital Management Inc 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 4
Rivernorth Opportunities Fund, Inc. 4
WCG Wealth Advisors LLC 4
Grayhawk Investment Strategies Inc. 4
Stansberry Asset Management, Llc 4
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 4
Ritter Daniher Financial Advisory LLC / DE 4
Philo Smith Capital Corp 4
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 4
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 4
Palisade Capital Management Llc/nj 4
Everett Harris & Co /ca/ 4
T. Rowe Price Investment Management, Inc. 4
Scarborough Advisors, LLC 4
Oppenheimer Equity Income Fund 4
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 4
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 4
D L Carlson Investment Group Inc 4
Fsi Group, Llc 4
Aft, Forsyth & Company, Inc. 4
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 4
Hgk Asset Management Inc 4
Creative Capital Management Investments LLC 4
Deer Park Road Corp 4
Castle Wealth Management Llc 4
John Hancock Tax-advantaged Global Shareholder Yield Fund 4
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 4
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 4
Dynasty Wealth Management, Llc 4
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 4
Olistico Wealth, LLC 4
Oppenheimer Global Multi-asset Growth Fund 4
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 4
Sentinel Group Funds Inc 4
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 4
Acorn Wealth Advisors, LLC 4
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 4
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 4
McGlone Suttner Wealth Management, Inc. 4
OmniStar Financial Group, Inc. 4
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 4
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 4
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 4
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
Factorial Partners, Llc 4
Moran Wealth Management, LLC 4
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 3
Cooke & Bieler Lp 3
Nuveen High Income 2020 Target Term Fund 3
Prentiss Smith & Co Inc 3
Broadview Advisors Llc 3
Severin Investments, LLC 3
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
Willis Investment Counsel 3
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 3
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 3
STRV - EA Series Trust - Strive 500 ETF 3
Brendel Financial Advisors LLC 3
H2o Am Llp 3
Uncommon Cents Investing LLC 3
Eaton Vance Tax-managed Buy-write Opportunities Fund 3
Boreal Capital Management LLC 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 3
EFFI - Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF 3
Freedom Wealth Alliance, Llc 3
Horizons Wealth Management 3
North American Management Corp 3
Cooper Financial Group 3
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 3
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
Advyzon Investment Management, LLC 3
Alerus Financial Na 3
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 3
Global Assets Advisory, LLC 3
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 3
683 Capital Management, LLC 3
Knightsbridge Asset Management, Llc 3
Segment Wealth Management, LLC 3
Ghisallo Capital Management LLC 3
Morningstar Investment Services LLC 3
Cascade Investment Advisors, Inc. 3
Marshall Investment Management, Llc 3
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 3
Mfs Charter Income Trust 3
Hoese & Co LLP 3
Alpha DNA Investment Management LLC 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
Guild Investment Management, Inc. 3
HHG & Company, LLC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 3
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 3
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 3
Impact Investors, Inc 3
BlackDiamond Wealth Management Inc. 3
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 3
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 3
Quattro Advisors LLC 3
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 3
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 3
Ameliora Wealth Management Ltd. 3
Jlb & Associates Inc 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 3
Optimal Asset Management, Inc. 3
Hickory Point Bank & Trust 3
Wilmington Trust Investment Management, LLC 3
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF 3
Lmcg Investments, Llc 3
Chase Investment Counsel Corp 3
Eads & Heald Wealth Management 3
Verdad Advisers, LP 3
Curated Wealth Partners LLC 3
Butensky & Cohen Financial Security, Inc 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 3
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 3
First Wilshire Securities Management Inc 3
XY Capital Ltd 3
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 3
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 3
Weatherly Asset Management L. P. 3
Silver Grove Financial Group, Inc. 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 3
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 3
MONECO Advisors, LLC 3
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 3
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
NEOS Investment Management LLC 3
Investment Research Partners LLC 3
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 3
Estate Counselors, LLC 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 3
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 3
Generali Investments CEE, investicni spolecnost, a.s. 3
Pillar Financial Advisors, LLC 3
Stanford Investment Group, Inc. 3
Lau Associates Llc 3
Lodestar Investment Counsel Llc/il 3
Pettyjohn, Wood & White, Inc 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 3
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 3
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 3
Bridgecreek Investment Management, LLC 3
Peddock Capital Advisors, Llc 3
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares 3
Gwn Securities Inc. 3
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 3
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 3
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 3
qPULA Trading Management LP 3
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 3
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 3
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 3
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 3
Cutler Capital Management, LLC 3
Waddell & Reed Advisors Funds 3
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 3
Mach-1 Financial Group, Inc. 3
XML Financial, LLC 3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 3
Financial & Tax Architects, LLC 3
Birmingham Capital Management Co Inc/al 3
SkyOak Wealth, LLC 3
Meadow Creek Wealth Advisors Llc 3
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
Evolution Advisers, Inc. 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 3
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 3
New World Advisors LLC 3
Oak Family Advisors, Llc 3
Richards, Merrill & Peterson, Inc. 3
K.J. Harrison & Partners Inc 3
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 3
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 3
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 3
Miller Howard Investments Inc /ny 3
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 3
Resurgent Financial Advisors LLC 3
Greenline Partners, LLC 3
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF 3
1st Source Bank 3
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 3
Scotia Asset Management L.P. 3
Bck Capital Management Lp 3
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 3
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H 3
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 3
Aveo Capital Partners, LLC 3
Teton Westwood Funds 3
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 3
Harbor Advisors LLC 3
Franklin Templeton ETF Trust - Franklin Liberty International Opportunities ETF 3
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 3
SeaBridge Investment Advisors LLC 3
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 3
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
Granahan Investment Management Inc/ma 3
Farallon Capital Management Llc 3
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 3
Rainier Group Investment Advisory LLC 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
ROE - EA Series Trust - Astoria US Quality Kings ETF 3
Hnp Capital Llc 3
JT Stratford LLC 3
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 3
Artal Group S.A. 3
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 3
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 3
Spouting Rock Asset Management, LLC 3
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 3
WFA Asset Management Corp 3
NOIEX - Northern Funds - Northern Income Equity Fund 3
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 3
Northwest Quadrant Wealth Management, LLC 3
Asset Advisors Corp 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 3
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 3
Armistice Capital, Llc 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 3
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 3
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 3
S.A. Mason LLC 3
Sterling Financial Planning, Inc. 3
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 3
Winnow Wealth Llc 3
Stonebridge Financial Planning Group, LLC 3
Smith, Graham & Co., Investment Advisors, LP 3
NCEAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Greater China Equity Fund Class A 3
Emory University 3
Old Mission Capital, Llc 3
Outlook Wealth Advisors, LLC 3
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
Ti-trust, Inc 3
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 3
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 3
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
Meridian Wealth Advisors, LLC 3
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 3
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 3
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 3
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 3
Harvest Investment Services, LLC 3
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 3
Tema Etfs Llc 3
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 3
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 3
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 3
Ullmann Financial Group, Inc. 3
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 3
Insight 2811, Inc. 3
Capital International Sarl 3
Intrinsic Edge Capital Management LLC 3
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 3
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 3
Apella Capital, LLC 3
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 3
Mma Asset Management Llc 3
Montecito Bank & Trust 3
Waterloo Capital, L.P. 3
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 3
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 3
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 3
Valmark Advisers, Inc. 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 3
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
OneAscent Wealth Management LLC 3
Cypress Capital Management Llc 3
Guardian Partners Inc. 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
Invesco Bldrs Index Funds Trust 3
Consolidated Capital Management, Llc 3
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 3
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 3
Symmetry Investments LP 3
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 3
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 3
Campbell Wealth Management 3
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 3
Susquehanna International Group Ltd. 3
Portman Square Capital LLP 3
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 3
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 3
Crawford Lake Capital Management, LLC 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
TIMOTHY PLAN - Timothy Strategic Variable 3
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 3
Bravera Wealth 3
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 3
Crowley Wealth Management, Inc. 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
Pimco Strategic Income Fund, Inc 3
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 3
CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A 3
CVMAX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Equity Fund Class A 3
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 3
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 3
Stonegate Investment Group, LLC 3
Next Level Private LLC 3
Safeguard Financial, LLC 3
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 3
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 3
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 3
Selway Asset Management 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 3
GSB Wealth Management, LLC 3
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 3
Trellus Management Company, LLC 3
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 3
Wood Tarver Financial Group, LLC 3
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 3
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 3
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 3
CrossGen Wealth, LLC 3
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 3
Chemistry Wealth Management LLC 3
Mountain Hill Investment Partners Corp. 3
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 3
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 3
Maryland Capital Management 3
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 3
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 3
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 3
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 3
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 3
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 3
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 3
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 3
Baker Tilly Financial, Llc 3
Kaizen Financial Strategies 3
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 3
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 3
Ethos Financial Group, LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 3
Lincoln Capital Corp 3
Horizon Bancorp Inc /in/ 3
Mayfair Advisory Group, LLC 3
HBC Financial Services, PLLC 3
Mountain Road Advisors, LLC 3
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 3
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 3
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 3
Klaas Financial Asset Advisors, LLC 3
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 3
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 3
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 3
Wsfs Capital Management, Llc 3
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 3
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 3
Jackson Square Capital, Llc 3
Blackrock Enhanced Capital & Income Fund, Inc. 3
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 3
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 3
VNJTX - VANGUARD NEW JERSEY TAX-FREE FUNDS - Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares 3
Simply Money Advisors 3
1776 Wealth LLC 3
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 3
Artemis Wealth Advisors, LLC 3
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund 3
Sonora Investment Management Group, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 3
Wallace Advisory Group, LLC 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 3
York Capital Management Global Advisors, LLC 3
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 3
Scheer, Rowlett & Associates Investment Management Ltd. 3
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 3
Berger Financial Group, Inc 3
Prevail Innovative Wealth Advisors, Llc 3
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 3
JSF Financial, LLC 3
Aberdeen Chile Fund, Inc. 3
Cornerstone Advisors, LLC 3
ASB Consultores, LLC 3
GVAL - Cambria ETF Trust - Cambria Global Value ETF 3
Baltimore Capital Management, Inc 3
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 3
EWC - iShares, Inc. - iShares MSCI Canada ETF 3
American State Bank (Iowa) 3
CPR Investments Inc. 3
Genus Capital Management Inc. 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 3
Beach Investment Counsel Inc/pa 3
EDENTREE ASSET MANAGEMENT Ltd 3
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 3
Members Capital Advisors Inc 3
Hamilton Capital, LLC 3
Hazelview Securities Inc. 3
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
True North Advisors, LLC 3
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 3
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 3
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
Cobblestone Capital Advisors Llc /ny/ 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 3
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 3
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 3
Future Financial Wealth Managment LLC 3
Lazard Global Total Return & Income Fund Inc 3
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 3
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 3
Silverlake Wealth Management Llc 3
Texas Capital Bank Wealth Management Services Inc 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 3
Federated Mdt Large Cap Value Fund 3
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 3
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 3
WBELX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Leaders Fund Class I 3
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
MYDA Advisors LLC 3
New Hampshire Trust 3
Adalta Capital Management LLC 3
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 3
9258 Wealth Management, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 3
Demars Financial Group, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 3
Teamwork Financial Advisors, LLC 3
First National Bank of South Miami 3
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
Detalus Advisors, LLC 3
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 3
NORTHWESTERN MUTUAL SERIES FUND INC - Emerging Markets Equity Portfolio 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 3
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 3
VACVX - VALIC Co II - Large Cap Value Fund 3
Castle Financial & Retirement Planning Associates, Inc. 3
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 3
Sprott Inc. 3
Farmer Steven Patrick 3
Manhattan West Asset Management, LLC 3
First Trust Dynamic Europe Equity Income Fund 3
Sagefield Capital LP 3
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 3
Aua Capital Management, Llc 3
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 3
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
MALAX - Mirae Asset Discovery Funds - Asia Fund Class A Shares 3
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 3
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 3
First National Bank Sioux Falls 3
Invenomic Capital Management LP 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 3
Guardian Wealth Advisors, Llc / Nc 3
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 3
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 3
Altrius Capital Management Inc 3
Seven Mile Advisory 3
FUKOKU MUTUAL LIFE INSURANCE Co 3
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 3
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 3
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 3
Ascent Wealth Partners, LLC 3
IFS Advisors, LLC 3
Sage Mountain Advisors LLC 3
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 3
F3Logic, LLC 3
Baker Ellis Asset Management LLC 3
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 3
Clearview Wealth Advisors LLC 3
Castlekeep Investment Advisors Llc 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 3
New Millennium Group LLC 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 3
Mizuho Securities Co. Ltd. 3
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 3
Boys Arnold & Co Inc 3
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 3
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 3
Athos Capital Ltd 3
Monarch Partners Asset Management LLC 3
Viewpoint Investment Partners Corp 3
Uniplan Investment Counsel, Inc. 3
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares 3
Old Port Advisors 3
N.E.W. Advisory Services LLC 3
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C 3
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 3
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
denkapparat Operations GmbH 3
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 3
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 3
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 3
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 3
Thrive Wealth Management, LLC 3
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 3
Robertson Stephens Wealth Management, LLC 3
Crabel Capital Management, LLC 3
Fwl Investment Management, Llc 3
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 3
Sender Co & Partners, Inc. 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
HFG Advisors, Inc. 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 3
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 3
ACVF - ETF Opportunities Trust - American Conservative Values ETF 3
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 3
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 3
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 3
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 3
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 3
Summit X, LLC 3
Mesirow Financial Investment Management, Inc. 3
Bank OZK 3
Tilia Fiduciary Partners, Inc. 3
Wasatch Advisors Inc 3
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 3
Sound View Wealth Advisors, Llc 3
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 3
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 3
Live Oak Investment Partners 3
Visionary Wealth Advisors 3
Affiance Financial, LLC 3
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 3
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 3
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A 3
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 3
Cyrus J. Lawrence, LLC 3
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 3
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 3
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 3
RBB FUND, INC. - Adara Smaller Companies Fund 3
Reston Wealth Management Llc 3
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 3
Paradigm Financial Partners, Llc 3
Carnick & Kubik, LLC 3
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 3
VCBCX - VALIC Co I - Blue Chip Growth Fund 3
FT Vest Rising Dividend Achievers Total Return Fund 3
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 3
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 3
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 3
EdgeRock Capital LLC 3
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 3
CAJAX - Columbia Funds Series Trust II - Columbia Contrarian Asia Pacific Fund Class A 3
Jnl Strategic Income Fund Llc 3
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 3
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 3
Dravo Bay Llc 3
Inr Advisory Services Llc 3
Ballast Advisors Llc 3
P Schoenfeld Asset Management Lp 3
Blueprint Investment Partners LLC 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 3
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 3
LFA - Lugano Financial Advisors SA 3
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 3
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 3
Haafor (Singapore) Pte. Ltd. 3
MVEBX - Capitol Series Trust - Meritage Value Equity Fund Institutional Shares 3
KCS Wealth Advisory 3
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 3
Gallacher Capital Management LLC 3
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 3
Cranbrook Wealth Management, LLC 3
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 3
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 3
Causeway Etmf Trust 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
Tweedy, Browne Co LLC 3
Menora Mivtachim Holdings Ltd. 3
American Assets Investment Management, LLC 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
GRATRY & Co LLC 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 3
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 3
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT AllianzGI International Growth Fund Class I 3
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 3
Trifecta Capital Advisors, LLC 3
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 3
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 3
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 3
AUERX - Unified Series Trust - Auer Growth Fund 3
Foundations Investment Advisors, LLC 3
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 3
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class 3
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 3
Emergent Wealth Advisors, LLC 3
Oppenheimer Limited-term Bond Fund 3
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 3
Griffith & Werner, Inc. 3
Trask Adam Roland 3
Mondrian Investment Partners LTD 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
Winthrop Partners - Wny, Llc 3
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 3
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 3
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 3
KOIN - EXCHANGE TRADED CONCEPTS TRUST - Innovation Shares NextGen Protocol ETF 3
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 3
TLEVX - AMG FUNDS - AMG GW&K Trilogy Emerging Markets Equity Fund Class N 3
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 3
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 3
3Chopt Investment Partners, LLC 3
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 3
Jackson Hole Capital Partners, LLC 3
Eagle Bluffs Wealth Management LLC 3
PFG Advisors 3
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 3
Canada Post Corp Registered Pension Plan 3
Ilmarinen Mutual Pension Insurance Co 3
Magnolia Wealth Management, LLC 3
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 3
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 3
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 3
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 3
Imprint Wealth LLC 3
Williams Jones Wealth Management, LLC. 3
Clear Investment Research, Llc 3
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF 3
Templeton Emerging Markets Fund 3
Quadrant Private Wealth Management, LLC 3
Zevin Asset Management Llc 3
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 3
Advent Claymore Convertible Securities & Income Fund 3
Purpose Unlimited Inc. 3
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 3
PAX Financial Group, LLC 3
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 3
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 3
Baldwin Investment Management, LLC 3
FSC Wealth Advisors, LLC 3
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 3
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 3
TIIV - ETF Series Solutions - AAM Todd International Intrinsic Value ETF 3
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 3
Argentus Capital Management, LLC 3
Catalyst Financial Partners Llc 3
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 3
SIESX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional International Equity Fund Service Class 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 3
Master Basic Value Llc 3
May Hill Capital, LLC 3
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 3
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 3
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 3
Bnc Wealth Management, Llc 3
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 3
Amcap Fund 3
Havens Advisors Llc 3
Isi Strategy Fund Inc 3
Putnam High Income Securities Fund 3
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3
North Point Portfolio Managers Corp/oh 3
Eisler Capital (US) LLC 3
America First Investment Advisors, LLC 3
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 3
First Trust High Income Long/short Fund 3
Stephenson National Bank & Trust 3
Eisler Capital Management Ltd. 3
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 3
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 3
VIDGX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Growth Fund Investor Shares 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
Financial Synergies Wealth Advisors, Inc. 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 3
Mufg Securities Americas Inc. 3
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 3
Mizuho Securities Usa Llc 3
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 3
Insigneo Advisory Services, Llc 3
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 3
Stronghold Wealth Management L.L.C. 3
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 3
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 3
Osborn Rohs Williams & Donohoe Ltd 3
Fairman Group, LLC 3
Price Michael F 3
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 3
Addison Capital Co 3
Kohlberg Kravis Roberts & Co. L.P. 3
waypoint wealth counsel 3
Livelsberger Financial Advisory 3
MGB Wealth Management, LLC 3
Grant Private Wealth Management Inc 3
Triad Wealth Partners, LLC 3
Doliver Advisors, Lp 3
Bedrijfstakpensioenfonds Voor De Media Pno 3
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 3
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 3
Asset Allocation & Management Company, LLC 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
Geller Advisors LLC 3
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares 3
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 3
Leisure Capital Management 3
Transamerica Income Shares, Inc. 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
Bank of Kentucky, Inc. 3
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 3
HWG Holdings LP 3
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 3
Fairway Wealth LLC 3
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 3
Accent Capital Management, LLC 3
Smith, Salley & Associates 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 3
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 3
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 3
Nair Vinay 3
Handelsinvest Investeringsforvaltning 3
Mfs Intermarket Income Trust I 3
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 3
Tower Square Investment Management, Llc 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 3
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 3
Transcendent Capital Group LLC 3
GM Advisory Group, Inc. 3
IPDP - Listed Funds Trust - Dividend Performers ETF 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
RPG Investment Advisory, LLC 3
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 3
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 3
Kazazian Asset Management, LLC 3
Croft-leominster Inc 3
Trust Asset Management LLC 3
Capital Insight Partners, Llc 3
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 3
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 3
OBCHX - OBERWEIS FUNDS - Oberweis China Opportunities Fund Investor Class 3
Acuity Investment Management Inc 3
Platte River Capital LLC 3
Ab Multi-manager Alternative Fund 3
Verde Servicos Internacionais S.A. 3
Boenning & Scattergood, Inc. 3
Stilwell Value LLC 3
Catalina Capital Group, LLC 3
Allianzgi Convertible & Income Fund Ii 3
LVW Advisors, LLC 3
Capital Wealth Planning, LLC 3
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 3
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 3
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 3
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 3
Tributary Capital Management, LLC 3
Windsor Creek Advisors, Llc 3
Curian Series Trust 3
Cedar Wealth Management, LLC 3
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 3
10-15 Associates, Inc. 3
Allianzgi Convertible & Income Fund 3
Eagle Boston Investment Management Inc 3
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 3
Saiers Capital, LLC 3
Vanguard Morgan Growth Fund 3
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 3
Stonehage Fleming (uk) Ltd 3
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 3
Principle Wealth Partners Llc 3
Foyston, Gordon, & Payne Inc 3
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3
LMG Wealth Partners, LLC 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 3
Capitolis Liquid Global Markets Llc 3
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 3
Schooner Investment Group, LLC. 3
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 3
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I 3
Tetrem Capital Management Ltd. 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
Manning & Napier Advisors Llc 3
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity 3
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares 3
Exane Asset Management 3
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 3
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 3
Opus Capital Group, LLC 3
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 3
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 3
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 3
Total Clarity Wealth Management, Inc. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
Iberiabank Corp 3
Masters Capital Management Llc 3
Your Advocates Ltd., LLP 3
POM Investment Strategies, LLC 3
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 3
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 3
Loeb Partners Corp 3
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 3
Ruffer LLP 3
Essential Planning, LLC. 3
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 3
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 3
Philadelphia Trust Co 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 3
Strategy Asset Managers Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
Premier Asset Management Llc 3
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 3
Hendershot Investments Inc. 3
Baillie Gifford & Co 3
Exos TFP Holdings LLC 3
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 3
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A 3
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 3
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T 3
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF 3
Virtus Insight Trust 3
JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A 3
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 3
1ws Credit Income Fund 3
Vista Investment Partners Llc 3
Border to Coast Pensions Partnership Ltd 3
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 3
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
Wrapmanager Inc 3
Berkshire Asset Management Llc/pa 3
Boit C F David 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
Amplify ETF Trust - Amplify AI Powered Equity ETF 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
First American Trust, Fsb 3
BINUX - BARON SELECT FUNDS - Baron New Asia Fund R6 Shares 3
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 3
Provence Wealth Management Group 3
Monetta Financial Services Inc 3
Sanibel Captiva Trust Company, Inc. 3
Madden Advisory Services, Inc. 3
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 3
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 3
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 3
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 3
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 3
Long Island Wealth Management, Inc. 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 3
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
Mission Wealth Management, Lp 3
Portolan Capital Management, LLC 3
Nilsine Partners, LLC 3
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 3
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 3
Breakwater Investment Management 3
LGT Group Foundation 3
Fagan Associates, Inc. 3
STFGX - Advisers Investment Trust - State Farm Growth Fund 3
Aspect Partners, LLC 3
HFSSX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Contrarian Value Fund Class SDR 3
TruNorth Capital Management, LLC 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
AlTi Global, Inc. 3
Usca All Terrain Fund 3
UPRIGHT INVESTMENTS TRUST - Upright Growth & Income Fund 3
Alethea Capital Management, Llc 3
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 3
Holloway Wealth Management, LLC 3
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 3
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 3
Welch Group, LLC 3
Oppenheimer Equity Fund 3
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 3
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
Buffington Mohr McNeal 3
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 3
Thornmark Asset Management Inc. 3
apricus wealth, LLC 3
River Wealth Advisors LLC 3
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 3
Arbejdsmarkedets Tillaegspension 3
Ninety One North America, Inc. 3
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
Brand Asset Management Group, Inc. 3
Pimco Global Stocksplus & Income Fund 3
Bank & Trust Co 3
Systematic Portfolios LLC 3
Sea Otter Advisors LLC 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
VVSCX - VALIC Co I - Small Cap Value Fund 3
Clear Creek Financial Management, LLC 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 3
Three Corner Global Investors LP 3
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
Fiduciary Financial Group, Llc 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
Woodard & Co Asset Management Group Inc /adv 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
Allianzgi Equity & Convertible Income Fund 3
Eidelman Virant Capital 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 3
EAM Investors, LLC 3
Whalerock Point Partners, Llc 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
Turner Investments, L.p. 3
Taylor Wealth Management Partners 3
Investmark Advisory Group LLC 3
Canopy Partners, LLC 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
Offit Capital Advisors Llc 3
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 3
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 3
Wolf Group Capital Advisors 3
Econ Financial Services Corp 3
Sound View Wealth Advisors Group, LLC 3
Degroof Petercam Asset Management 3
Cypress Wealth Advisors LLC 3
Emfo, Llc 3
Risk Paradigm Group, LLC 3
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 3
Kerusso Capital Management LLC 3
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 3
DVY - iSHARES TRUST - iShares Select Dividend ETF 3
Wealthgarden F.s. Llc 3
Hartline Investment Corp/ 3
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 3
Sageworth Trust Co of South Dakota 3
Drive Wealth Management, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
Talon Private Wealth, LLC 3
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 3
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
AREX Capital Management, LP 3
Sentinus, LLC 3
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 3
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 3
Shilanski & Associates, Inc. 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
Danda Trouve Investment Management, Inc. 3
IFC Holdings Incorporated/FL 3
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 3
Bahl & Gaynor Inc 3
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 3
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 3
Oppenheimer International Bond Fund 3
Bedell Frazier Investment Counseling, LLC 3
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
Price Capital Management, Inc. 3
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 3
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 3
Bank of New Hampshire 3
Y.D. More Investments Ltd 3
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 3
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 3
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 3
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
Hurley Capital, LLC 3
American Trust 3
Pinnacle Wealth Management Advisory Group, LLC 3
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 3
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 3
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 3
Swiss Re Ltd 3
Toews Corp /adv 3
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 3
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 3
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 3
Oppenheimer Series Fund 3
Silvant Capital Management LLC 3
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 3
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 3
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 3
Beck Mack & Oliver Llc 3
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 3
Braver Wealth Management, LLC 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 3
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 3
Brooks, Moore & Associates, Inc. 3
Bain Capital Public Equity, LP 3
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 3
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 3
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 3
Gallagher Fiduciary Advisors, LLC 3
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 3
ARGI Investment Services, LLC 3
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 3
BKIS - BNY Mellon ETF Trust - BNY Mellon Sustainable International Equity ETF 3
Heartland Bank & Trust Co 3
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 3
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 3
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 3
Aviso Financial Inc. 3
Cfs, Llc 3
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 3
Plancorp, LLC 3
Otter Creek Management Inc 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 3
BAFHX - Brown Advisory Funds - Brown Advisory - WMC Strategic European Equity Fund Institutional Shares 3
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 3
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 3
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Gold Investment Management Ltd. 3
Baldrige Asset Management LLC 3
Hanlon Investment Management, Inc. 3
Wall Street Access Asset Management, LLC 3
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 3
Groesbeck Investment Management Corp /nj/ 3
Horizon Investment Services, LLC 3
Strategic Wealth Advisors Group, LLC 3
Ipswich Investment Management Co., Inc. 3
Eaton Financial Holdings Company, LLC 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
LOM Asset Management Ltd 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
Df Dent & Co Inc 3
New Wave Wealth Advisors Llc 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
Putnam Fund For Growth & Income 3
PlanVest Financial, Inc 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 3
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 3
Stonnington Group, Llc 3
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 3
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 3
PFA Pension, Forsikringsaktieselskab 3
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 3
Governors Lane LP 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 3
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 3
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 3
Winton Series Trust 3
Cander Asset Management LP 3
Bach Investment Advisors Ltd 3
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 3
Tectonic Advisors Llc 3
EHLS - Tidal Trust II - Even Herd Long Short ETF 3
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 3
Baron Wealth Management LLC 3
Paladin Advisory Group, LLC 3
Bromfield Sneider Wealth Advisors 3
Grandview Asset Management LLC 3
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 3
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 3
Brown Financial Advisors 3
Beacon Financial Group 3
First Financial Bank - Trust Division 3
Heritage Wealth Management, Inc. 3
KG Funds Management LLC 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
Evergreen Wealth Solutions, LLC 3
Zhang Financial LLC 3
Pensionfund Sabic 3
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
Merriman Wealth Management, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 3
Wick Capital Partners, LLC 3
HRS Investment Holdings, LLC 3
Amarillo National Bank 3
Hilton Capital Management, LLC 3
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 3
First National Bank of Mount Dora, Trust Investment Services 3
SageGuard Financial Group, LLC 3
Nuveen Multi-market Income Fund 3
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 3
MCH - MATTHEWS INTERNATIONAL FUNDS - Matthews China Active ETF 3
New England Research & Management, Inc. 3
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 3
Flow State Investments, L.P. 3
Omega Advisors Inc. 3
Braun Stacey Associates Inc 3
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 3
Empirical Asset Management, LLC 3
Mitchell Sinkler & Starr/pa 3
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 3
CrestPoint Capital Management, LLC 3
B & T Capital Management DBA Alpha Capital Management 3
Guardian Variable Products Trust - Guardian International Value VIP Fund 3
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 3
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 3
Beck Capital Management, Llc 3
North Capital, Inc. 3
Jet Capital Investors L P 3
Roc Capital Management, L.P. 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
Bessemer Securities Llc 3
Wade G W & Inc 3
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 3
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 3
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
Iowa State Bank 3
Capital City Trust Co/fl 3
Kelly Lawrence W & Associates Inc/ca 3
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 3
Lvm Capital Management Ltd/mi 3
Davis R M Inc 3
Campbell Newman Asset Management Inc 3
Kennebec Savings Bank 3
New Century Financial Group, LLC 3
Robinson Capital Management, Llc 3
Virtue Capital Management, LLC 3
Alpine Bank Wealth Management 3
Regent Investment Management LLC 3
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 3
PIMCO FUNDS - PIMCO Sector Fund Series - I 3
Astoria Portfolio Advisors LLC. 3
Nicolet Advisory Services, Llc 3
TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities I2 3
Onefund, Llc 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 3
Financial Strategy Network, LLC 3
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 3
Diversified Enterprises, LLC 3
Junto Capital Management LP 3
Saudi Central Bank 3
Aristotle Capital Boston, LLC 3
Scholtz & Company, Llc 3
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 3
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 3
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 3
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 3
Navalign, LLC 3
Fruth Investment Management 3
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 3
BLB&B Advisors, LLC 3
Legacy Investment Solutions, LLC 3
CGMFX - CGM TRUST - CGM Focus Fund 3
Core Wealth Advisors, Llc 3
Twin Focus Capital Partners, Llc 3
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 3
AJOVista, LLC 3
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 3
Stelac Advisory Services LLC 3
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 3
Argent Trust Co 3
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 3
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 3
Unique Wealth Strategies, LLC 3
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 3
Forte Capital Llc /adv 3
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 3
AZENX - AQR Funds - AQR Emerging Defensive Style Fund Class N 3
Arbor Wealth Management, LLC 3
Leeward Investments, LLC - MA 3
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3
Pinebridge Investments Llc 3
Fundamentun, Llc 3
Financial Advisory Service, Inc. 3
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 3
JS Capital Management LLC 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
Brave Warrior Advisors, LLC 3
HLEMX - HARDING LOEVNER FUNDS INC - Harding Loevner Emerging Markets Portfolio Advisor 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 3
Alaethes Wealth LLC 3
WCHN - WisdomTree Trust - WisdomTree ICBCCS S&P China 500 Fund N/A 3
PBU - The Pension Fund of Early Childhood & Youth Educators 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 3
Lombard Odier & Cie (Canada), Limited Partnership 3
Gilliland Jeter Wealth Management LLC 3
HLMEX - HARDING LOEVNER FUNDS INC - Harding Loevner Institutional Emerging Markets Portfolio Institutional 3
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 3
Patriot Investment Management Inc. 3
Spectrum Advisory Services Inc 3
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 3
Evanson Asset Management, LLC 3
Chubb Corp 3
Suffolk Capital Management Llc 3
Naples Money Management LLC 3
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 3
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 3
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 3
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 3
Bel Air Investment Advisors Llc 3
Bernard Wealth Management Corp. 3
Canvas Wealth Advisors, LLC 3
Kernodle & Katon Asset Management Group, LLC 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 3
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class 3
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 3
Uhlmann Price Securities, Llc 3
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares 3
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 3
Farmers National Bank 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
Schwartz Investment Counsel Inc 3
40 North Management LLC 3
Cannell Peter B & Co Inc 3
Ccm Investment Advisers Llc 3
GMOIX - GMO TRUST - GMO International Equity Fund Class III 3
Sanctuary Wealth Management, L.L.C. 3
C-J Advisory, Inc. 3
Hikari Power Ltd 3
Leo H. Evart, Inc. 3
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 3
Signet Investment Advisory Group, Inc. 3
Eos Focused Equity Management, L.P. 3
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 3
Wealth Advisors of Tampa Bay, LLC 3
Buckley Wealth Management, LLC 3
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 3
Congress Asset Management Co /ma 3
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Sapient Capital Llc 3
Klingenstein Fields & Co Lp 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
Aberdeen Funds - Aberdeen Asia Pacific (ex-Japan) Equity Fund Institutional Class 3
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 3
ABEMX - Aberdeen Funds - Aberdeen Emerging Markets Fund Institutional Class 3
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 3
Schnieders Capital Management Llc 3
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 3
BJBIX - ABERDEEN INVESTMENT FUNDS - Aberdeen Select International Equity Fund Class A 3
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 3
Mengis Capital Management, Inc. 3
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 3
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 3
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 3
Shamrock Asset Management LLC 3
GOPAX - Aberdeen Funds - Aberdeen China A Share Equity Fund Class A 3
Arkfeld Wealth Strategies, L.L.C. 3
Voya Financial, Inc. 3
Deimos Asset Management LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 3
Tyrus Capital S.A.M. 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
Diversified Management Inc 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
Otter Creek Advisors, LLC 3
Hayden Royal, Llc 3
Barnes Dennig Private Wealth Management LLC 3
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class 3
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
AlphaQ Advisors LLC 3
McKinley Carter Wealth Services, Inc. 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
Becker Capital Management Inc 3
Chemung Canal Trust Co 3
Anchor Capital Advisors Llc 3
Messner & Smith Theme Value Investment Management Ltd /ca/ 3
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 3
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 3
Fusion Investment Group, LLC 3
Independent Solutions Wealth Management, LLC 3
Greenwood Gearhart Inc 3
SFY - Tidal ETF Trust - SoFi Select 500 ETF 3
STXG - EA Series Trust - Strive 1000 Growth ETF 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
AIA - iSHARES TRUST - iShares Asia 50 ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
Absolute Capital Management, LLC 3
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares 3
Harfst & Associates, Inc. 3
Means Investment Co., Inc. 3
Davy Global Fund Management Ltd 3
Bienville Capital Management, LLC 3
DIVD - EA Series Trust - Altrius Global Dividend ETF 3
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 3
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 3
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
PACIFIC SELECT FUND - Core Income Portfolio Class I 3
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 3
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 3
Scott & Selber, Inc. 3
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
Board of the Pension Protection Fund 3
Valley Brook Capital Group, Inc. 3
Kmg Fiduciary Partners, Llc 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 3
Pax World Management Llc 3
Lorne Steinberg Wealth Management Inc. 3
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 3
Carmel Capital Partners, LLC 3
BHK Investment Advisors, LLC 3
Integre Asset Management, LLC 3
Tru Independence Asset Management 2, Llc 3
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 3
Encompass Wealth Advisors, Llc 3
Defined Wealth Management, Llc 3
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 3
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 3
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 3
Maryland Capital Advisors Inc. 3
Bank Of Edwardsville 3
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 3
Atherton Lane Advisers, Llc 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
Empyrean Capital Partners, LP 3
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 3
Hager Investment Management Services, Llc 3
IHSPX - Voya VARIABLE PORTFOLIOS INC - Voya Hang Seng Index Portfolio Class ADV 3
44 Wealth Management Llc 3
Benson Wealth Management INC 3
Navis Wealth Advisors, LLC 3
Smart Portfolios, LLC 3
Keystone Financial Group 3
Hutchin Hill Capital, LP 3
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 3
Green Arrow Capital Management Llc 3
Tourbillon Capital Partners, L.P. 3
SG Trading Solutions, LLC 3
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
Fsb Premier Wealth Management, Inc. 3
Sage Private Wealth Group, Llc 3
Western Asset Global Corporate Defined Opportunity Fund Inc. 3
Wells Fargo Global Dividend Opportunity Fund 3
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 3
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 3
YANKCOM Partnership 3
KLCM Advisors, Inc. 3
Huntleigh Advisors, Inc. 3
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 3
Curat Global, LLC 3
Dfpg Investments, Llc 3
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3
Arvest Investments, Inc. 3
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 3
Cambridge Financial Group, Inc. 3
Ahl Investment Management, Inc. 3
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A 3
Dixon Mitchell Investment Counsel Inc. 3
Central & Eastern Europe Fund, Inc. 3
Quantum Capital Management 3
Foster Victor Wealth Advisors, LLC 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 3
FFEM - FIDELITY COVINGTON TRUST - Fidelity Fundamental Emerging Markets ETF 3
Compass Financial Services Inc 3
FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF 3
Four Tree Island Advisory LLC 3
POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares 3
Nicolet Bankshares Inc 3
Keane Capital Management Inc 3
Dv Equities, Llc 3
Aurora Investment Counsel 3
Valley National Bancorp 3
Kms Financial Services, Inc 3
Legg Mason Investment Counsel & Trust Co., N.A. 3
Kozak & Associates, Inc. 3
Covenant Partners, LLC 3
Norwood Financial Corp 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 3
Edmunds White Partners Llc 3
Kowal Investment Group, LLC 3
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 3
Gmt Capital Corp 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
Worth Asset Management, LLC 3
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 3
Carson Advisory Inc. 3
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF 3
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 3
Wunderlich Capital Managemnt 3
Citizens National Bank Trust Department 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 3
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
Visionary Asset Management, Inc. 3
Urban Wealth Management, LLC 3
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets VIT Fund Class I Shares 3
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class 3
Wallington Asset Management, LLC 3
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 3
Graypoint LLC 3