| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
502 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
395 |
| Morgan Stanley |
392 |
| Citadel Advisors Llc |
376 |
| Bank Of America Corp /de/ |
375 |
| UBS Group AG |
368 |
| Jpmorgan Chase & Co |
363 |
| Deutsche Bank Ag\ |
362 |
| Goldman Sachs Group Inc |
362 |
| Royal Bank Of Canada |
361 |
| Wells Fargo & Company/mn |
358 |
| Barclays Plc |
355 |
| Citigroup Inc |
352 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
346 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
343 |
| Susquehanna International Group, Llp |
342 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
328 |
| BlackRock, Inc. |
326 |
| Tower Research Capital LLC (TRC) |
324 |
| Credit Suisse Ag/ |
320 |
| Proequities, Inc. |
319 |
| Millennium Management Llc |
317 |
| Ameriprise Financial Inc |
309 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
307 |
| Bank of New York Mellon Corp |
306 |
| Jane Street Group, Llc |
304 |
| Fmr Llc |
302 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
302 |
| Invesco Ltd. |
301 |
| Geode Capital Management, Llc |
299 |
| Bnp Paribas Arbitrage, Sa |
296 |
| Vanguard Group Inc |
296 |
| Northern Trust Corp |
290 |
| State Street Corp |
290 |
| Group One Trading, L.p. |
289 |
| Renaissance Technologies Llc |
289 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
285 |
| Bank Of Montreal /can/ |
285 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
284 |
| Pnc Financial Services Group, Inc. |
282 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
280 |
| Creative Planning |
279 |
| Manufacturers Life Insurance Company, The |
276 |
| American International Group, Inc. |
273 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
273 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
270 |
| Simplex Trading, Llc |
268 |
| IFP Advisors, Inc |
267 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
265 |
| Dimensional Fund Advisors Lp |
264 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
263 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
263 |
| D. E. Shaw & Co., Inc. |
260 |
| Blackrock Corporate High Yield Fund, Inc. |
260 |
| SG Americas Securities, LLC |
257 |
| Blackrock Core Bond Trust |
256 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
255 |
| Prelude Capital Management, Llc |
255 |
| Alliancebernstein L.p. |
253 |
| Us Bancorp \de\ |
251 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
251 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
248 |
| Blackrock Ltd Duration Income Trust |
248 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
247 |
| Two Sigma Investments, Lp |
247 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
246 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
243 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
241 |
| Marshall Wace, Llp |
240 |
| Virtu Financial LLC |
240 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
238 |
| Blackrock Multi-sector Income Trust |
237 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
237 |
| Aqr Capital Management Llc |
237 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
236 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
234 |
| California Public Employees Retirement System |
233 |
| Sei Investments Co |
233 |
| Guggenheim Capital Llc |
233 |
| Paloma Partners Management Co |
233 |
| Wolverine Asset Management Llc |
231 |
| Rhumbline Advisers |
231 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
231 |
| Ubs Ag |
231 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
230 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
229 |
| Blackrock Credit Allocation Income Trust |
229 |
| Nomura Holdings Inc |
229 |
| Ladenburg Thalmann Financial Services Inc |
229 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
228 |
| Charles Schwab Investment Management Inc |
228 |
| Wellington Management Group Llp |
227 |
| Gsa Capital Partners Llp |
227 |
| Ubs Asset Management Americas Inc |
227 |
| Alliancebernstein Global High Income Fund Inc |
226 |
| Pacer Advisors, Inc. |
226 |
| Jefferies Group LLC |
226 |
| LPL Financial LLC |
225 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
224 |
| New York State Common Retirement Fund |
224 |
| Price T Rowe Associates Inc /md/ |
222 |
| MASTER BOND LLC - Master Total Return Portfolio |
222 |
| Kcg Holdings, Inc. |
222 |
| Advisor Group Holdings, Inc. |
221 |
| Stifel Financial Corp |
221 |
| Blackrock Debt Strategies Fund, Inc. |
221 |
| Legal & General Group Plc |
221 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
219 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
218 |
| Russell Investments Group, Ltd. |
218 |
| Northwestern Mutual Wealth Management Co |
217 |
| Panagora Asset Management Inc |
217 |
| California State Teachers Retirement System |
216 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
216 |
| Parallax Volatility Advisers, L.P. |
216 |
| Two Sigma Advisers, Lp |
216 |
| Parametric Portfolio Associates Llc |
215 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
215 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
215 |
| Cubist Systematic Strategies, LLC |
214 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
214 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
214 |
| Wolverine Trading, Llc |
214 |
| Walleye Trading LLC |
213 |
| Raymond James & Associates |
213 |
| Allianz Asset Management GmbH |
212 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
212 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
212 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
212 |
| Cutler Group LP |
211 |
| Squarepoint Ops LLC |
210 |
| Fifth Third Bancorp |
209 |
| Quantbot Technologies LP |
208 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
208 |
| Acadian Asset Management Llc |
208 |
| First Trust Advisors Lp |
208 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
206 |
| Two Sigma Securities, Llc |
206 |
| Voya Investment Management Llc |
206 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
206 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
205 |
| Tudor Investment Corp Et Al |
205 |
| Federated Hermes, Inc. |
205 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
205 |
| Balyasny Asset Management Llc |
205 |
| Raymond James Financial Services Advisors, Inc. |
205 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
205 |
| Victory Capital Management Inc |
204 |
| Arrowstreet Capital, Limited Partnership |
203 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
203 |
| PEAK6 Investments, L.P. |
203 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
203 |
| Hrt Financial Lp |
202 |
| Hsbc Holdings Plc |
202 |
| Bridgeway Capital Management Inc |
202 |
| Huntington National Bank |
201 |
| Oxford Asset Management Llp |
201 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
200 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
200 |
| Advisory Services Network, LLC |
200 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
199 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
199 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
199 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
198 |
| Macquarie Group Ltd |
198 |
| BlackRock Fund Advisors |
198 |
| Verition Fund Management LLC |
198 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
198 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
197 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
197 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
196 |
| Franklin Resources Inc |
196 |
| Prudential Financial Inc |
195 |
| Neuberger Berman Group LLC |
195 |
| Lazard Asset Management Llc |
195 |
| Bessemer Group Inc |
195 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
195 |
| HighTower Advisors, LLC |
194 |
| Captrust Financial Advisors |
194 |
| BlackRock Institutional Trust Company, N.A. |
193 |
| Nuveen Asset Management, LLC |
192 |
| Metropolitan Life Insurance Co/ny |
192 |
| Envestnet Asset Management Inc |
191 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
191 |
| American Century Companies Inc |
190 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
190 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
190 |
| BlackRock Advisors LLC |
189 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
188 |
| Point72 Asset Management, L.P. |
188 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
188 |
| Advisor Group, Inc. |
188 |
| Principal Financial Group Inc |
188 |
| Connor, Clark & Lunn Investment Management Ltd. |
188 |
| Dynamic Technology Lab Private Ltd |
187 |
| Strs Ohio |
186 |
| Schonfeld Strategic Advisors LLC |
186 |
| Glenmede Trust Co Na |
185 |
| Swiss National Bank |
185 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
185 |
| Boothbay Fund Management, Llc |
185 |
| Ameritas Investment Partners, Inc. |
184 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
184 |
| Comerica Bank |
184 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
183 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
183 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
183 |
| BlackRock Investment Management, LLC |
183 |
| PDT Partners, LLC |
182 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
182 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
182 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
181 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
181 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
181 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
181 |
| Great West Life Assurance Co /can/ |
181 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
180 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
180 |
| Thrivent Financial For Lutherans |
180 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
179 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
178 |
| State Board Of Administration Of Florida Retirement System |
178 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
178 |
| Principal Funds Inc |
178 |
| A.R.T. Advisors, LLC |
178 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
177 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
177 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
177 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
177 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
177 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
176 |
| Meeder Asset Management Inc |
176 |
| Public Employees Retirement System Of Ohio |
176 |
| Engineers Gate Manager LP |
176 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
176 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
176 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
176 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
176 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
175 |
| Parallel Advisors, LLC |
175 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
175 |
| Cwm, Llc |
174 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
174 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
174 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
174 |
| Teacher Retirement System Of Texas |
174 |
| Clear Street Markets Llc |
174 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
173 |
| Nationwide Fund Advisors |
173 |
| Css Llc/il |
173 |
| Qube Research & Technologies Ltd |
173 |
| Advanced Series Trust - Ast High Yield Portfolio |
173 |
| ProShare Advisors LLC |
173 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
172 |
| Spot Trading L.L.C |
172 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
172 |
| Signaturefd, Llc |
172 |
| Tiaa Cref Investment Management Llc |
172 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
172 |
| College Retirement Equities Fund |
171 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
171 |
| BlueCrest Capital Management Ltd |
171 |
| GWM Advisors LLC |
170 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
170 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
170 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
170 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
169 |
| Russell Frank Co/ |
169 |
| Walleye Capital LLC |
169 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
169 |
| Putnam Investments Llc |
169 |
| Marshall Wace North America L.P. |
169 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
169 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
169 |
| Aperio Group, LLC |
169 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
168 |
| Hudson Bay Capital Management LP |
168 |
| Highbridge Capital Management Llc |
168 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
168 |
| Janney Montgomery Scott LLC |
168 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
167 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
167 |
| Norges Bank |
167 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
167 |
| Quadrant Capital Group Llc |
167 |
| CIBC Private Wealth Group, LLC |
167 |
| National Asset Management, Inc. |
166 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
166 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
166 |
| Alpine Global Management, LLC |
166 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
165 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
165 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
165 |
| LMR Partners LLP |
165 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
165 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
165 |
| Teachers Advisors, Llc |
164 |
| Trexquant Investment LP |
164 |
| Credit Agricole S A |
164 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
164 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
164 |
| First Horizon Advisors, Inc. |
163 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
163 |
| Magnetar Financial LLC |
163 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
163 |
| Schroder Investment Management Group |
163 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
163 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
162 |
| Canada Pension Plan Investment Board |
162 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
162 |
| Nisa Investment Advisors, Llc |
162 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
162 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
162 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
162 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
161 |
| Cambridge Investment Research Advisors, Inc. |
161 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
161 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
161 |
| Steward Partners Investment Advisory, Llc |
161 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
161 |
| BlackRock Group LTD |
160 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
160 |
| HAP Trading, LLC |
160 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
159 |
| PEAK6 Investments LLC |
159 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
159 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
158 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
158 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
158 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
158 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
158 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
158 |
| Hbk Investments L P |
158 |
| Los Angeles Capital Management Llc |
158 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
157 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
157 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
157 |
| Man Group plc |
157 |
| Vanguard Index Funds |
157 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
156 |
| State Of Wisconsin Investment Board |
156 |
| TCI Wealth Advisors, Inc. |
156 |
| Amalgamated Bank |
156 |
| Federation des caisses Desjardins du Quebec |
156 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
156 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
155 |
| Graham Capital Management, L.P. |
155 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
155 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
154 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
154 |
| Mackenzie Financial Corp |
154 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
154 |
| Allworth Financial LP |
154 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
153 |
| ExodusPoint Capital Management, LP |
153 |
| O'shaughnessy Asset Management, Llc |
153 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
153 |
| MetLife Investment Management, LLC |
152 |
| Oppenheimer & Co Inc |
152 |
| D.a. Davidson & Co. |
152 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
152 |
| Eaton Vance Ltd Duration Income Fund |
152 |
| Putnam Premier Income Trust |
152 |
| Rockefeller Capital Management L.P. |
151 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
151 |
| Janus Henderson Group Plc |
151 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
151 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
151 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
151 |
| MetLife Securities, Inc |
151 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
151 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
151 |
| Quadrature Capital Ltd |
151 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
151 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
150 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
150 |
| Ubs Oconnor Llc |
150 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
150 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
150 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
150 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
149 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
149 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
149 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
149 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
149 |
| Toronto Dominion Bank |
149 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
149 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
149 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
148 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
148 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
148 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
147 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
147 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
147 |
| Putnam Master Intermediate Income Trust |
147 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
147 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
147 |
| Sterling Capital Management LLC |
146 |
| Calamos Global Dynamic Income Fund |
146 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
146 |
| Jump Financial, LLC |
146 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
145 |
| Stratos Wealth Partners, LTD. |
145 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
145 |
| Sunbelt Securities, Inc. |
145 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
145 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
145 |
| Tiaa-cref Funds |
145 |
| Tfs Capital Investment Trust |
145 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
144 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
144 |
| Laurion Capital Management LP |
144 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
144 |
| State of Tennessee, Treasury Department |
144 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
144 |
| Alberta Investment Management Corp |
144 |
| NEXT Financial Group, Inc |
144 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
144 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
143 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
143 |
| M&t Bank Corp |
143 |
| CoreCommodity Management, LLC |
143 |
| Capstone Investment Advisors, Llc |
143 |
| Axa S.a. |
143 |
| AMP Capital Investors Ltd |
142 |
| Driehaus Capital Management Llc |
142 |
| Boston Partners |
142 |
| Private Advisor Group, LLC |
142 |
| Adage Capital Partners Gp, L.l.c. |
141 |
| Managed Account Advisors Llc |
141 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
141 |
| Invesco High Income Trust Ii |
141 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
141 |
| Mariner, LLC |
140 |
| Alyeska Investment Group, L.P. |
140 |
| Alps Advisors Inc |
140 |
| Invesco Bond Fund |
140 |
| XTX Topco Ltd |
140 |
| BlackRock Credit Strategies Fund |
140 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
140 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
140 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
140 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
140 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
140 |
| QS Investors, LLC |
140 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
139 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
139 |
| Tfs Capital Llc |
139 |
| Blair William & Co/il |
139 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
139 |
| OMERS ADMINISTRATION Corp |
139 |
| WFG Advisors, LP |
139 |
| Lord, Abbett & Co. Llc |
138 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
138 |
| Ellington Management Group Llc |
138 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
138 |
| SIR Capital Management, L.P. |
138 |
| Claymore Exchange-traded Fund Trust |
138 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
137 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
137 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
137 |
| Centiva Capital, LP |
137 |
| Jane Street Holding, LLC |
137 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
137 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
136 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
136 |
| Td Asset Management Inc |
136 |
| Private Trust Co Na |
136 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
136 |
| First Manhattan Co |
136 |
| Van Eck Associates Corp |
136 |
| Jacobs Levy Equity Management, Inc |
135 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
135 |
| Ancora Advisors, LLC |
135 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
135 |
| Versant Capital Management, Inc |
135 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
135 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
135 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
135 |
| Virginia Retirement Systems Et Al |
135 |
| MUFG Americas Holdings Corp |
135 |
| Advent Capital Management /de/ |
134 |
| Encompass Capital Advisors LLC |
134 |
| Advisors Asset Management, Inc. |
134 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
134 |
| Nine Chapters Capital Management LLC |
134 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
134 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
134 |
| Royce & Associates Lp |
133 |
| Commonwealth Equity Services, Llc |
133 |
| Stevens Capital Management Lp |
133 |
| Voloridge Investment Management, Llc |
133 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
133 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
133 |
| Calamos Convertible & High Income Fund |
133 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
133 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
133 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
132 |
| Calamos Convertible Opportunities & Income Fund |
132 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
132 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
132 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
132 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
132 |
| Capital Fund Management S.a. |
132 |
| Profund Advisors Llc |
132 |
| Point72 Hong Kong Ltd |
132 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
132 |
| Teachers Retirement System Of The State Of Kentucky |
132 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
131 |
| Bokf, Na |
131 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
131 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
131 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
131 |
| PENN SERIES FUNDS INC - International Equity Fund |
131 |
| Thompson Davis & Co., Inc. |
131 |
| Winton Capital Group Ltd |
131 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
131 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
131 |
| Campbell & CO Investment Adviser LLC |
130 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
130 |
| Jones Financial Companies Lllp |
130 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
130 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
130 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
130 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
130 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
130 |
| Cushing Asset Management, Lp |
130 |
| EverSource Wealth Advisors, LLC |
129 |
| Calamos Strategic Total Return Fund |
129 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
129 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
129 |
| Farther Finance Advisors, LLC |
129 |
| XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF |
129 |
| FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF |
129 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
129 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
129 |
| Tocqueville Asset Management L.p. |
129 |
| Calamos Global Total Return Fund |
129 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
129 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
128 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
128 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
128 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
128 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
128 |
| Zacks Investment Management |
128 |
| Brandywine Global Investment Management, LLC |
128 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
128 |
| Public Employees Retirement Association Of Colorado |
128 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
127 |
| United Services Automobile Association |
127 |
| Public Sector Pension Investment Board |
127 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
127 |
| Airain ltd |
127 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
127 |
| Weiss Multi-Strategy Advisers LLC |
127 |
| Rafferty Asset Management, LLC |
127 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
127 |
| Spark Investment Management LLC |
127 |
| Gotham Asset Management, LLC |
127 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
127 |
| Vantagepoint Funds |
127 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
127 |
| Natixis |
127 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
126 |
| Acrospire Investment Management LLC |
126 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
126 |
| Moore Capital Management, Lp |
126 |
| Lindbrook Capital, Llc |
126 |
| Assetmark, Inc |
126 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
125 |
| CENTRAL TRUST Co |
125 |
| FNY Investment Advisers, LLC |
125 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
125 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
125 |
| Parkside Financial Bank & Trust |
125 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
125 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
125 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
125 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
125 |
| Proficio Capital Partners LLC |
125 |
| GLG Partners LP |
125 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
125 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
125 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
125 |
| Brown Brothers Harriman & Co |
125 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
124 |
| Cipher Capital LP |
124 |
| State Farm Mutual Fund Trust |
124 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
124 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
124 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
124 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
124 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
124 |
| AdvisorNet Financial, Inc |
123 |
| SAC Capital Advisors LP |
123 |
| State Farm Variable Product Trust |
123 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
123 |
| Massmutual Trust Co Fsb/adv |
123 |
| Raymond James Financial Inc |
123 |
| Hutchin Hill Capital, LP |
123 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
123 |
| Commonwealth Equity Services, Inc |
123 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
123 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
123 |
| Susquehanna Fundamental Investments, Llc |
123 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
123 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
123 |
| Numeric Investors Llc |
122 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
122 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
122 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
122 |
| Mirae Asset Global Investments Co., Ltd. |
122 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
122 |
| Loomis Sayles & Co L P |
122 |
| KBC Group NV |
122 |
| New York State Teachers Retirement System |
122 |
| Dupont Capital Management Corp |
122 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
121 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
121 |
| NumerixS Investment Technologies Inc |
121 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
121 |
| RidgeWorth Capital Management LLC |
121 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
121 |
| Enterprise Financial Services Corp |
121 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
121 |
| EAM Investors, LLC |
121 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
120 |
| BlackRock Japan Co. Ltd |
120 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
120 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
120 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
120 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
120 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
120 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
120 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
119 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
119 |
| Jennison Associates Llc |
119 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
119 |
| Landscape Capital Management, L.l.c. |
119 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
119 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
119 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
119 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
119 |
| Penn Capital Management Co Inc |
119 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
119 |
| Arizona State Retirement System |
118 |
| Stephens Inc /ar/ |
118 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
118 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
118 |
| Fox Run Management, L.l.c. |
118 |
| John Hancock Hedged Equity & Income Fund |
118 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
118 |
| Truist Financial Corp |
118 |
| U S Global Investors Inc |
118 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
118 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
118 |
| Gabelli Funds Llc |
118 |
| SRS Capital Advisors, Inc. |
118 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
118 |
| PineBridge Investments, L.P. |
118 |
| Amundi Pioneer Asset Management Inc |
118 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
118 |
| CIBC World Markets Inc. |
118 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
118 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
118 |
| Global Retirement Partners, LLC |
118 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
118 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
118 |
| Algert Global Llc |
118 |
| Globeflex Capital L P |
117 |
| Shepherd Kaplan Krochuk, Llc |
117 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
117 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
117 |
| Glassman Wealth Services |
117 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
117 |
| MAI Capital Management |
117 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
117 |
| Fs Credit Income Fund |
117 |
| Polar Asset Management Partners Inc. |
117 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
117 |
| Harbour Investments, Inc. |
117 |
| Ground Swell Capital, LLC |
117 |
| Key Group Holdings (cayman), Ltd. |
117 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
117 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
116 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
116 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
116 |
| Regions Financial Corp |
116 |
| Parkwood LLC |
116 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
116 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
116 |
| Calamos Dynamic Convertible & Income Fund |
116 |
| Quantitative Systematic Strategies LLC |
116 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
116 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
116 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
116 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
116 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
115 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
115 |
| Caption Management, LLC |
115 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
115 |
| Clearbridge Investments, LLC |
115 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
115 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
115 |
| Covestor Ltd |
115 |
| DekaBank Deutsche Girozentrale |
115 |
| Geneos Wealth Management Inc. |
115 |
| Seven Eight Capital, Lp |
115 |
| State of Wyoming |
115 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
114 |
| Vanguard World Fund |
114 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
114 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
114 |
| Pine River Capital Management L.P. |
114 |
| CIBC Asset Management Inc |
114 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
114 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
114 |
| Cetera Advisor Networks LLC |
114 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
114 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
114 |
| Piedmont Investment Advisors Llc |
114 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
114 |
| Cresset Asset Management, LLC |
114 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
114 |
| Hartford Mutual Funds Inc/ct |
114 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
114 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
113 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
113 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
113 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
113 |
| National Bank Of Canada /fi/ |
113 |
| Bayesian Capital Management, LP |
113 |
| Calamos Advisors LLC |
113 |
| Cetera Investment Advisers |
113 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
113 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
113 |
| ClariVest Asset Management LLC |
113 |
| Allspring Global Investments Holdings, LLC |
113 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
113 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
113 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
112 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
112 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
112 |
| Brown Advisory Inc |
112 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
112 |
| Petrus Trust Company, LTA |
112 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
112 |
| Quantitative Investment Management, LLC |
112 |
| Wunderlich Securities, Inc. |
112 |
| JustInvest LLC |
112 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
112 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
112 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
112 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
112 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
112 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
112 |
| JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares |
112 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
112 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
112 |
| Cornerstone Capital Management Holdings Llc. |
111 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
111 |
| Wealthspire Advisors, L.P. |
111 |
| Barings Llc |
111 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
111 |
| Keybank National Association/oh |
111 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
111 |
| Suntrust Banks Inc |
111 |
| Assured Investment Management LLC |
111 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
111 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
111 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
111 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
111 |
| Timber Hill LLC |
111 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
111 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
110 |
| Wexford Capital Lp |
110 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
110 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
110 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
110 |
| Wedbush Securities Inc |
110 |
| Oppenheimer Funds Inc |
110 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
110 |
| Pathstone Family Office, Llc |
110 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
110 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
110 |
| HITE Hedge Asset Management LLC |
110 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
110 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
110 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
110 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
110 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
110 |
| LS Investment Advisors, LLC |
110 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
109 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
109 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
109 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
109 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
109 |
| New America High Income Fund Inc |
109 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
109 |
| Profunds - Profund Vp Oil & Gas |
109 |
| Cnh Partners Llc |
109 |
| Mfs Charter Income Trust |
109 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
109 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
109 |
| Mfs Multimarket Income Trust |
109 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
109 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
109 |
| Larson Financial Group LLC |
109 |
| Sofos Investments, Inc. |
109 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
109 |
| Nomura Asset Management Co Ltd |
109 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
109 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
109 |
| Y-Intercept (Hong Kong) Ltd |
109 |
| First Republic Investment Management, Inc. |
109 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
109 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
109 |
| Catalyst Capital Advisors LLC |
109 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
109 |
| Healthcare Of Ontario Pension Plan Trust Fund |
109 |
| Mackay Shields Llc |
109 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
108 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
108 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
108 |
| Mason Street Advisors, Llc |
108 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
108 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
108 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
108 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
108 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
108 |
| Natixis Advisors, L.p. |
108 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
108 |
| Weiss Asset Management LP |
107 |
| Menta Capital Llc |
107 |
| Commerzbank Aktiengesellschaft /fi |
107 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
107 |
| Mercer Global Advisors Inc /adv |
107 |
| Whittier Trust Co |
107 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
107 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
107 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
107 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
107 |
| GeoSphere Capital Management |
107 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
107 |
| Deere & Co |
106 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
106 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
106 |
| Berman Capital Advisors, LLC |
106 |
| Vanguard Capital Management Llc |
106 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
106 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
106 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
106 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
106 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
106 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
106 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
106 |
| Kennedy Capital Management, Inc. |
106 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
106 |
| Advisory Research Inc |
105 |
| Gradient Investments LLC |
105 |
| Jefferies Financial Group Inc. |
105 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
105 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
105 |
| State of Alaska, Department of Revenue |
105 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
105 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
105 |
| Crossmark Global Holdings, Inc. |
105 |
| Aquatic Capital Management LLC |
105 |
| Lsv Asset Management |
105 |
| GAMMA Investing LLC |
105 |
| Bank Of Nova Scotia |
104 |
| State of New Jersey Common Pension Fund D |
104 |
| Ronald Blue Trust, Inc. |
104 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
104 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
104 |
| FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF |
104 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
104 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
104 |
| Caxton Associates Lp |
104 |
| Carlson Capital L P |
104 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
104 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
104 |
| Kestra Advisory Services, LLC |
104 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
104 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
104 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
104 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
104 |
| VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares |
104 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
104 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
104 |
| Princeton Alpha Management LP |
104 |
| Empowered Funds, LLC |
103 |
| Private Capital Group, LLC |
103 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
103 |
| Emerald Acquisition Ltd. |
103 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
103 |
| Mutual Of America Capital Management Llc |
103 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
103 |
| SBI Securities Co., Ltd. |
103 |
| Lombard Odier Asset Management (USA) Corp |
103 |
| Benjamin F. Edwards & Company, Inc. |
103 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
102 |
| King Luther Capital Management Corp |
102 |
| Ergoteles LLC |
102 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
102 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
102 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
102 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
102 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
102 |
| Capstone Asset Management Co |
102 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
102 |
| Caitong International Asset Management Co., Ltd |
102 |
| Hancock Whitney Corp |
102 |
| Oregon Public Employees Retirement Fund |
102 |
| Rydex Etf Trust |
102 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
102 |
| Visium Asset Management, LP |
102 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
102 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
102 |
| IMC-Chicago, LLC |
102 |
| Ellevest, Inc. |
102 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
102 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
101 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
101 |
| Cerity Partners LLC |
101 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
101 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
101 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
101 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
101 |
| Knight Capital Group, Inc. |
101 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
101 |
| Reilly Financial Advisors, Llc |
101 |
| Bluefin Trading, LLC |
101 |
| QCM Cayman, Ltd. |
101 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
101 |
| Prudential Short Duration High Yield Fund, Inc. |
101 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
101 |
| Tortoise Capital Advisors, L.l.c. |
101 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
101 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
101 |
| Summit Trail Advisors, Llc |
100 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
100 |
| Aigen Investment Management, Lp |
100 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
100 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
100 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
100 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
100 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
100 |
| Westwood Holdings Group Inc |
100 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
100 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
100 |
| Soros Fund Management Llc |
100 |
| Sculptor Capital LP |
100 |
| National Planning Corp |
100 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
100 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
100 |
| Occudo Quantitative Strategies Lp |
100 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
100 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
100 |
| Employees Retirement System of Texas |
100 |
| Pinnacle Summer Investments, Inc. |
100 |
| FIL Ltd |
100 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
100 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
100 |
| Plante Moran Financial Advisors, LLC |
100 |
| Castleark Management Llc |
100 |
| Fisher Asset Management, LLC |
100 |
| First Mercantile Trust Co |
99 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
99 |
| Absolute Return Capital, LLC |
99 |
| Umb Bank N A/mo |
99 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
99 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
99 |
| Asset Management One Co., Ltd. |
99 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
99 |
| Massachusetts Financial Services Co /ma/ |
99 |
| DRW Securities, LLC |
99 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
99 |
| Sei Trust Co |
99 |
| Integral Derivatives, LLC |
99 |
| Systematic Financial Management Lp |
99 |
| Vident Investment Advisory, LLC |
99 |
| Northern Trust Co Of Connecticut |
99 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
99 |
| World Asset Management Inc |
99 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
99 |
| Mml Investors Services, Llc |
99 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
98 |
| Martingale Asset Management L P |
98 |
| Municipal Employees' Retirement System of Michigan |
98 |
| IndexIQ Advisors LLC |
98 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
98 |
| Texas Permanent School Fund |
98 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
98 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
98 |
| Manchester Capital Management LLC |
98 |
| Shell Asset Management Co |
98 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
98 |
| Nordea Investment Management Ab |
98 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
98 |
| K2 Principal Fund, L.p. |
98 |
| United Capital Financial Advisers, Llc |
98 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
98 |
| Orion Portfolio Solutions, LLC |
98 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
98 |
| Capital World Investors |
98 |
| Gemmer Asset Management LLC |
97 |
| Howe & Rusling Inc |
97 |
| Rehmann Capital Advisory Group |
97 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
97 |
| Fiera Capital Corp |
97 |
| First Quadrant L P/ca |
97 |
| Profunds - Profund Vp Small-cap |
97 |
| Profunds - Profund Vp Ultrasmall-cap |
97 |
| FineMark National Bank & Trust |
97 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
97 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
97 |
| Toroso Investments, LLC |
97 |
| Whitebox Advisors Llc |
97 |
| Farmers & Merchants Investments Inc |
97 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
97 |
| Cullen/frost Bankers, Inc. |
97 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
97 |
| 1832 Asset Management L.P. |
97 |
| Eaton Vance Management |
97 |
| Compagnie Lombard Odier SCmA |
97 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
96 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
96 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
96 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
96 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
96 |
| Mitsubishi UFJ Trust & Banking Corp |
96 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
96 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
96 |
| American Portfolios Advisors |
96 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
96 |
| Element Capital Management Llc |
96 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
96 |
| Arosa Capital Management LP |
96 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
95 |
| Ontario Teachers Pension Plan Board |
95 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
95 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
95 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
95 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
95 |
| Ing Groep Nv |
95 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
95 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
95 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
95 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
95 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
95 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
95 |
| Hillsdale Investment Management Inc. |
95 |
| Financial Architects, Inc |
95 |
| Cetera Advisors LLC |
95 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
95 |
| Jfs Wealth Advisors, Llc |
95 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
94 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
94 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
94 |
| Oppenheimer Asset Management Inc. |
94 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
94 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
94 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
94 |
| Vanguard Fiduciary Trust Co |
94 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
94 |
| BNP Paribas Asset Management Holding S.A. |
94 |
| San Francisco Sentry Investment Group (ca) |
94 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
94 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
94 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
94 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
94 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
94 |
| Scotia Capital Inc. |
94 |
| Old Mission Capital Llc |
94 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
94 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
94 |
| Sonora Investment Management, LLC |
94 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
93 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
93 |
| GAM Holding AG |
93 |
| Commonwealth Bank Of Australia |
93 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
93 |
| Mfs Special Value Trust |
93 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
93 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
93 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
93 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
93 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
93 |
| Penserra Capital Management LLC |
93 |
| Hartland & Co., LLC |
93 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
93 |
| Hotchkis & Wiley Capital Management Llc |
93 |
| Western Asset High Income Opportunity Fund Inc. |
93 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
93 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
93 |
| Optiver Holding B.V. |
93 |
| Louisiana State Employees Retirement System |
93 |
| AE Wealth Management LLC |
92 |
| James Investment Research Inc |
92 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
92 |
| Sandy Spring Bank |
92 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
92 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
92 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
92 |
| Mfs Intermediate High Income Fund |
92 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
92 |
| Atria Investments Llc |
92 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
92 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
92 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
92 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
92 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
92 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
92 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
92 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
92 |
| Prudential Global Short Duration High Yield Fund, Inc. |
92 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
92 |
| Ajo, Lp |
92 |
| Optimum Investment Advisors |
92 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
92 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
92 |
| Global X Management CO LLC |
92 |
| Sigma Planning Corp |
92 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
92 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
92 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
91 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
91 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
91 |
| Advent Claymore Convertible Securities & Income Fund |
91 |
| Quantamental Technologies LLC |
91 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
91 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
91 |
| Cowen Group, Inc. |
91 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
91 |
| North Star Investment Management Corp. |
91 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
91 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
91 |
| Western Asset Global High Income Fund Inc. |
91 |
| J. Goldman & Co LP |
91 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
91 |
| Waddell & Reed Financial Inc |
91 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
91 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
91 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
91 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
91 |
| LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
91 |
| Holocene Advisors, LP |
91 |
| Synovus Financial Corp |
91 |
| CoreCap Advisors, LLC |
90 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
90 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
90 |
| Brookfield Asset Management Inc. |
90 |
| Evercore Wealth Management, LLC |
90 |
| True Wealth Design, LLC |
90 |
| Nuveen, LLC |
90 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
90 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
90 |
| Spire Wealth Management |
90 |
| Great Lakes Advisors, Llc |
90 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
90 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
90 |
| Smartleaf Asset Management LLC |
90 |
| Oppenheimer Etf Trust |
90 |
| Rothschild Investment Llc |
90 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
89 |
| Rational Advisors Llc |
89 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
89 |
| Blueshift Asset Management, LLC |
89 |
| Brookstone Capital Management |
89 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
89 |
| Western Asset High Yield Defined Opportunity Fund Inc. |
89 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
89 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
89 |
| Principal Securities, Inc. |
89 |
| Valeo Financial Advisors, LLC |
89 |
| Segall Bryant & Hamill, Llc |
89 |
| Quarry LP |
89 |
| Winslow, Evans & Crocker, Inc. |
89 |
| Wealth Enhancement Advisory Services, Llc |
89 |
| Bailard, Inc. |
89 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
89 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
89 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
89 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
89 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
89 |
| We Are One Seven, LLC |
89 |
| Dark Forest Capital Management Lp |
89 |
| Sowell Financial Services LLC |
88 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
88 |
| Prospera Financial Services Inc |
88 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
88 |
| Quantinno Capital Management LP |
88 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
88 |
| Picton Mahoney Asset Management |
88 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
88 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
88 |
| Sawtooth Solutions, LLC |
88 |
| Moors & Cabot, Inc. |
88 |
| Evergreen Capital Management Llc |
88 |
| Amundi |
88 |
| Exchange Traded Concepts, Llc |
88 |
| South Dakota Investment Council |
88 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
88 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
88 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
88 |
| Versor Investments LP |
88 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
88 |
| Aristeia Capital Llc |
88 |
| Diametric Capital, LP |
87 |
| Six Circles Trust - Six Circles Global Bond Fund |
87 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
87 |
| First Hawaiian Bank |
87 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
87 |
| Western Asset High Income Fund Ii Inc. |
87 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
87 |
| Neuberger Berman High Yield Strategies Fund Inc. |
87 |
| Eqis Capital Management, Inc. |
87 |
| Bb&t Securities, Llc |
87 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
87 |
| Brevan Howard Capital Management LP |
87 |
| Boston Income Portfolio - Boston Income Portfolio |
87 |
| Vollero Beach Capital Partners LLC |
87 |
| Franklin Universal Trust |
87 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
87 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
87 |
| Pnc Funds |
87 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
87 |
| CWM Advisors, LLC |
87 |
| FDx Advisors, Inc. |
87 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
87 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
87 |
| Assenagon Asset Management S.A. |
86 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
86 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
86 |
| Financial Management Professionals, Inc. |
86 |
| Dynamic Technology Lab Pte Ltd |
86 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
86 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
86 |
| Aviva Plc |
86 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
86 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
86 |
| Teza Capital Management LLC |
86 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
86 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
86 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
86 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
86 |
| Bell Investment Advisors, Inc |
86 |
| Aventail Capital Group, LP |
86 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
86 |
| Liberty Mutual Group Asset Management Inc. |
86 |
| Delaware Enhanced Global Dividend & Income Fund |
86 |
| Sumitomo Mitsui Trust Holdings, Inc. |
85 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
85 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
85 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
85 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
85 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
85 |
| Mirabella Financial Services Llp |
85 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
85 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
85 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
85 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
85 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
85 |
| CI Private Wealth, LLC |
85 |
| Lee Financial Co |
85 |
| Riverhead Capital Management Llc |
85 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
85 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
85 |
| JNBA Financial Advisors |
85 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
85 |
| TD Waterhouse Canada Inc. |
85 |
| Eagle Asset Management Inc |
85 |
| BlueCrest Capital Management LLP |
85 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
85 |
| Coldstream Capital Management Inc |
85 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
85 |
| Ci Investments Inc. |
84 |
| Capital Advisors, Ltd. LLC |
84 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
84 |
| Wedge Capital Management L L P/nc |
84 |
| Hartree Partners, LP |
84 |
| TPH Asset Management, LLC |
84 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
84 |
| BRYN MAWR TRUST Co |
84 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
84 |
| Police & Firemen's Retirement System of New Jersey |
84 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
84 |
| Ab Pooling Portfolios |
84 |
| Freestone Capital Holdings, LLC |
84 |
| C M Bidwell & Associates Ltd |
84 |
| Skopos Labs, Inc. |
84 |
| Twin Tree Management, LP |
84 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
84 |
| Intech Investment Management Llc |
84 |
| Caisse De Depot Et Placement Du Quebec |
84 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
84 |
| Spot Trading L.l.c. |
84 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
84 |
| Seacrest Wealth Management, Llc |
84 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
84 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
83 |
| SJS Investment Consulting Inc. |
83 |
| Dreyfus High Yield Strategies Fund |
83 |
| Patriot Financial Group Insurance Agency, LLC |
83 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
83 |
| Vanguard Global Advisers, LLC |
83 |
| UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
83 |
| Luminus Management Llc |
83 |
| Western Asset Premier Bond Fund |
83 |
| Paradigm Asset Management Co Llc |
83 |
| APG Asset Management N.V. |
83 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
83 |
| International Assets Investment Management, Llc |
83 |
| Pinnacle Wealth Planning Services, Inc. |
83 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
83 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
83 |
| Invictus RG Pte. Ltd. |
83 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
83 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
83 |
| First New York Securities Llc /ny |
83 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
83 |
| GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF |
83 |
| Usca Ria Llc |
83 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
83 |
| Maven Securities LTD |
83 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
82 |
| Sanctuary Wealth Advisors, LLC |
82 |
| Carroll Financial Associates, Inc. |
82 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
82 |
| Peak6 Llc |
82 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
82 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
82 |
| Cibc World Markets Corp |
82 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
82 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
82 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
82 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
82 |
| Wealthspire Advisors, LLC |
82 |
| ETRADE Capital Management LLC |
82 |
| Point72 Asia (Singapore) Pte. Ltd. |
82 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
82 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
82 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
82 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
82 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
81 |
| First Allied Advisory Services, Inc. |
81 |
| Westpac Banking Corp |
81 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
81 |
| Earnest Partners Llc |
81 |
| First Eagle Investment Management, LLC |
81 |
| Diversified Trust Co |
81 |
| Transamerica Financial Advisors, Inc. |
81 |
| Belpointe Asset Management LLC |
81 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
81 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
81 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
81 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
81 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
81 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
81 |
| I.g. Investment Management, Ltd. |
81 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
81 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
81 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
81 |
| Alambic Investment Management, L.P. |
81 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
81 |
| Baird Financial Group, Inc. |
81 |
| Blackstone Group Inc |
81 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
81 |
| Symphony Asset Management Llc |
81 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
81 |
| BNP Paribas Investment Partners S.A. |
81 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
81 |
| VTL Associates, LLC |
81 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
81 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
81 |
| Brinker Capital Investments, LLC |
81 |
| Placemark Investments, Inc. |
80 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
80 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
80 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
80 |
| Bridgewater Associates, LP |
80 |
| Whittier Trust Co Of Nevada Inc |
80 |
| Fuller & Thaler Asset Management, Inc. |
80 |
| Karp Capital Management Corp |
80 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
80 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
80 |
| Ieq Capital, Llc |
80 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
80 |
| Pictet Asset Management Sa |
80 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
80 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
79 |
| Rotella Capital Management, Inc. |
79 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
79 |
| Irish Life Investment Managers Ltd. |
79 |
| Wells Fargo Multi-sector Income Fund |
79 |
| Sound Income Strategies, LLC |
79 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
79 |
| Utah Retirement Systems |
79 |
| Highlander Capital Management, LLC |
79 |
| Csenge Advisory Group |
79 |
| Arden Investment Series Trust |
79 |
| Oaktree Capital Management Lp |
79 |
| Ensign Peak Advisors, Inc |
79 |
| Chilton Capital Management Llc |
79 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
79 |
| Vident Advisory, LLC |
79 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
79 |
| Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) |
79 |
| WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
79 |
| Prudential Plc |
79 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
79 |
| Veritable, L.P. |
79 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
79 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
79 |
| Gts Securities Llc |
79 |
| Chicago Equity Partners Llc |
79 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
78 |
| Index Management Solutions, LLC |
78 |
| Atom Investors LP |
78 |
| Thompson Siegel & Walmsley Llc |
78 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
78 |
| Boston Private Wealth Llc |
78 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
78 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
78 |
| Viking Fund Management Llc |
78 |
| Old Mutual Customised Solutions (proprietary) Ltd |
78 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
78 |
| AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
78 |
| Axq Capital, Lp |
78 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
78 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
78 |
| Ethic Inc. |
78 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
78 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
78 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
78 |
| Creative Financial Designs Inc /adv |
77 |
| Fortitude Family Office, LLC |
77 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
77 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
77 |
| Evoke Wealth, Llc |
77 |
| Essential Partners LLC |
77 |
| Trust Co Of Vermont |
77 |
| Pictet Asset Management Holding SA |
77 |
| Checchi Capital Advisers, LLC |
77 |
| Regal Investment Advisors LLC |
77 |
| Wells Fargo Global Dividend Opportunity Fund |
77 |
| Hexagon Capital Partners LLC |
77 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
77 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
77 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
77 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
77 |
| Smithfield Trust Co |
77 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
77 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
77 |
| DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
77 |
| Virtus Investment Advisers, Inc. |
77 |
| Tradewinds Capital Management, LLC |
77 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
77 |
| Hantz Financial Services, Inc. |
77 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
77 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
77 |
| Yaupon Capital Management LP |
77 |
| New England Securities Corp /MA/ |
77 |
| Prestige Wealth Management Group LLC |
77 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
76 |
| Hodges Capital Management Inc. |
76 |
| Arrowgrass Capital Partners (us) Lp |
76 |
| Belvedere Trading LLC |
76 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
76 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
76 |
| Barrow Hanley Mewhinney & Strauss Llc |
76 |
| Corebridge Financial, Inc. |
76 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
76 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
76 |
| Clinton Group Inc |
76 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
76 |
| Salient Capital Advisors, LLC |
76 |
| Vanguard Portfolio Management Llc |
76 |
| Foundry Partners, LLC |
76 |
| PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A |
76 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
76 |
| Navellier & Associates Inc |
76 |
| Johnson Financial Group, Inc. |
76 |
| Wipfli Financial Advisors Llc, |
76 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
76 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
76 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
76 |
| Nuveen Global High Income Fund |
76 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
75 |
| Savant Capital, LLC |
75 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
75 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
75 |
| Root Financial Partners, LLC |
75 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
75 |
| Convergence Investment Partners, LLC |
75 |
| First Trust High Income Long/short Fund |
75 |
| BTG Pactual Global Asset Management Ltd |
75 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
75 |
| Cornercap Investment Counsel Inc |
75 |
| NewSquare Capital LLC |
75 |
| 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 |
75 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
75 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
75 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
75 |
| Virtus Global Multi-sector Income Fund |
75 |
| Waratah Capital Advisors Ltd. |
75 |
| Emerald Advisers, Llc |
75 |
| Counterpoint Mutual Funds LLC |
75 |
| Resources Investment Advisors, LLC. |
75 |
| Jpmorgan Trust Iii |
75 |
| PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF |
75 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
75 |
| ORG Partners LLC |
75 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
75 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
75 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
75 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
74 |
| Pitcairn Co |
74 |
| Golden State Wealth Management, LLC |
74 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
74 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
74 |
| Northwestern Mutual Investment Management Company, Llc |
74 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
74 |
| PIMCO Energy & Tactical Credit Opportunities Fund |
74 |
| Valley National Advisers Inc |
74 |
| Wells Fargo Utilities & High Income Fund |
74 |
| Sprott Inc. |
74 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
74 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
74 |
| Cornerstone Advisors, Inc. |
74 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
74 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
74 |
| Robeco Institutional Asset Management B.V. |
74 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
74 |
| Financial Gravity Companies, Inc. |
74 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
74 |
| Deprince Race & Zollo Inc |
74 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
74 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
74 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
74 |
| Centaurus Financial, Inc. |
74 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
74 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
74 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
74 |
| Wells Fargo Income Opportunities Fund |
74 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
74 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
74 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
74 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
73 |
| Sanctuary Advisors, LLC |
73 |
| CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF |
73 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
73 |
| SECOR Capital Advisors, LP |
73 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
73 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
73 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
73 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
73 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
73 |
| Moody National Bank Trust Division |
73 |
| Daiwa Securities Group Inc. |
73 |
| Washington Trust Bank |
73 |
| Clear Harbor Asset Management, LLC |
73 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
73 |
| Tcw Group Inc |
73 |
| Pictet Asset Management Ltd |
73 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
73 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
73 |
| Us Global Investors Funds |
73 |
| Palisade Capital Management Llc/nj |
73 |
| PointState Capital LP |
73 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
73 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
73 |
| Gamco Investors, Inc. Et Al |
73 |
| Sciencast Management LP |
73 |
| Itau Unibanco Holding S.A. |
73 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
73 |
| Bridgefront Capital, LLC |
73 |
| American Funds Insurance Series |
73 |
| Shelton Capital Management |
73 |
| JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
73 |
| FinTrust Capital Advisors, LLC |
73 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
73 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
73 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
73 |
| RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
73 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
73 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
72 |
| Mount Yale Investment Advisors, LLC |
72 |
| Ameritas Investment Corp |
72 |
| Capital Performance Advisors Llp |
72 |
| Alera Investment Advisors, LLC |
72 |
| Global X Funds |
72 |
| Elite Wealth Management, Inc. |
72 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
72 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
72 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
72 |
| GV Financial Advisors |
72 |
| FNY Partners Fund LP |
72 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
72 |
| Vestcor Inc |
72 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
72 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
72 |
| Oppenheimer Variable Account Funds |
72 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
72 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
72 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
72 |
| Lucas Capital Management |
72 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
72 |
| Venturi Wealth Management, LLC |
72 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
72 |
| Pearl River Capital, LLC |
72 |
| Point72 (DIFC) Ltd |
72 |
| TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A |
72 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
71 |
| CenterStar Fund, LLC |
71 |
| IHT Wealth Management, LLC |
71 |
| John Hancock Income Securities Trust |
71 |
| Sequoia Financial Advisors, LLC |
71 |
| Jump Trading, LLC |
71 |
| Qs Batterymarch Financial Management, Inc |
71 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
71 |
| Kanaly Trust Co |
71 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
71 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
71 |
| Pinnacle Associates Ltd |
71 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
71 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
71 |
| Guardian Wealth Advisors, LLC |
71 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
71 |
| Pathstone Holdings, LLC |
71 |
| Pioneer High Income Trust |
71 |
| Integrated Wealth Management |
71 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
71 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
71 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
71 |
| Capital Guardian Trust Co |
71 |
| Securian Asset Management, Inc |
70 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
70 |
| Capital Research Global Investors |
70 |
| Headlands Technologies LLC |
70 |
| Brewin Dolphin Ltd |
70 |
| Flagship Harbor Advisors, Llc |
70 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
70 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
70 |
| Weiss Strategic Interval Fund |
70 |
| Avantax Planning Partners, Inc. |
70 |
| Newbridge Financial Services Group, Inc. |
70 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
70 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
70 |
| First Personal Financial Services |
70 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
70 |
| Fred Alger Management, Llc |
70 |
| First Horizon Corp |
70 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
70 |
| Caymus Capital Partners, L.P. |
70 |
| FCG - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Natural Gas ETF |
70 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
70 |
| WealthPLAN Partners, LLC |
70 |
| Virginia Retirement System |
70 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
70 |
| Mraz, Amerine & Associates, Inc. |
70 |
| GOFIX - GMO TRUST - GMO Resources Fund Class III |
70 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
70 |
| Salem Investment Counselors Inc |
70 |
| Lenox Wealth Advisors, LLC |
70 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
70 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
70 |
| Retirement Systems of Alabama |
70 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
70 |
| FNY Managed Accounts LLC |
70 |
| Glg Llc |
70 |
| Fieldpoint Private Securities, LLC |
69 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
69 |
| Zimmer Partners, LP |
69 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
69 |
| Vanguard Horizon Funds |
69 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
69 |
| Guggenheim Active Allocation Fund |
69 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
69 |
| Financial Advocates Investment Management |
69 |
| TIMOTHY PLAN - Timothy Strategic Variable |
69 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
69 |
| FORA Capital, LLC |
69 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
69 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
69 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
69 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
69 |
| Mather Group, Llc. |
69 |
| SG3 Management, LLC |
69 |
| Macroview Investment Management Llc |
69 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
69 |
| Jain Global LLC |
69 |
| First Citizens Bank & Trust Co |
69 |
| Bartlett & Co. LLC |
69 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
69 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
69 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
69 |
| Zweig-DiMenna Associates LLC |
69 |
| UMA Financial Services, Inc. |
69 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
69 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
68 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
68 |
| IGE - iSHARES TRUST - iShares North American Natural Resources ETF |
68 |
| SOUTH STATE Corp |
68 |
| Twinbeech Capital Lp |
68 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
68 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
68 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
68 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
68 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
68 |
| Nicholas Investment Partners, LP |
68 |
| Citizens Financial Group Inc/ri |
68 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
68 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
68 |
| RR Advisors, LLC |
68 |
| Turner Investments, L.p. |
68 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
68 |
| Ninety One UK Ltd |
68 |
| Independent Advisor Alliance |
68 |
| Ivy High Income Opportunities Fund |
68 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
68 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
68 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
68 |
| Advisor Partners Llc |
68 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
68 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
68 |
| Yousif Capital Management, Llc |
68 |
| EntryPoint Capital, LLC |
68 |
| Snowden Capital Advisors LLC |
68 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
68 |
| Baird Robert W & Co Inc /wi/ |
68 |
| Elkfork Partners LLC |
68 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
68 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
68 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
68 |
| Coppell Advisory Solutions LLC |
68 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
68 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
68 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
68 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
67 |
| Candriam Luxembourg S.C.A. |
67 |
| Agf Investments Inc. |
67 |
| Avion Wealth |
67 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
67 |
| Societe Generale |
67 |
| Weld Capital Management Llc |
67 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
67 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
67 |
| Warren Averett Asset Management, LLC |
67 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
67 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
67 |
| Boston Private Bank & Trust Co |
67 |
| Water Island Capital Llc |
67 |
| Cambrian Capital Limited Partnership |
67 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
67 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
67 |
| Westside Investment Management, Inc. |
67 |
| Bogart Wealth, LLC |
67 |
| Denali Advisors Llc |
67 |
| Chicago Partners Investment Group LLC |
67 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
67 |
| Oppenheimer Global Multi Strategies Fund |
67 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
67 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
67 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
67 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
67 |
| Western Asset Global Corporate Defined Opportunity Fund Inc. |
67 |
| Cornerstone Planning Group LLC |
67 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
67 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
67 |
| Harbor Capital Advisors, Inc. |
67 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
67 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
67 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
67 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
66 |
| Clough Capital Partners L P |
66 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
66 |
| Transamerica Partners Funds Group |
66 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
66 |
| Bogle Investment Management L P /de/ |
66 |
| XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF |
66 |
| Janus Capital Management Llc |
66 |
| Delaware Investments Dividend & Income Fund, Inc |
66 |
| Aberdeen Global Income Fund Inc |
66 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
66 |
| Fort Washington Investment Advisors Inc /oh/ |
66 |
| Transamerica Partners Funds Group Ii |
66 |
| Avalon Advisors, Llc |
66 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
66 |
| Stifel Nicolaus & Co Inc \mo\ |
66 |
| Commerce Bank |
66 |
| Coastal Investment Advisors, Inc. |
66 |
| Quest Partners LLC |
66 |
| State Of Michigan Retirement System |
66 |
| Jupiter Asset Management Ltd |
66 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
66 |
| Tarbox Family Office, Inc. |
66 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
66 |
| Nebula Research & Development LLC |
66 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
66 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
66 |
| Money Concepts Capital Corp |
66 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
66 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
66 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
66 |
| Tradeworx Inc. |
66 |
| Catalyst Funds Management Pty Ltd |
66 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
66 |
| Oppenheimer Global Strategic Income Fund |
66 |
| SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
66 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
66 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
65 |
| Advisors Preferred, LLC |
65 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
65 |
| L & S Advisors Inc |
65 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
65 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
65 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
65 |
| Pioneer Diversified High Income Trust |
65 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
65 |
| General Motors Investment Management Corp |
65 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
65 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
65 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
65 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
65 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
65 |
| Bellwether Investment Group, LLC |
65 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
65 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
65 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
65 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
65 |
| Voya Natural Resources Equity Income Fund |
65 |
| Sherbrooke Park Advisers Llc |
65 |
| Independent Portfolio Consultants, Inc. |
65 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
65 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
65 |
| American National Bank |
65 |
| Mizuho Securities Usa Llc |
65 |
| Cobalt Capital Management, Inc. |
65 |
| Shapiro Robert N |
65 |
| Edmond De Rothschild Holding S.a. |
65 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
65 |
| Smith Asset Management Group Lp |
65 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
65 |
| Entropy Technologies, LP |
65 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
65 |
| Underlying Funds Trust |
64 |
| Franklin Ltd Duration Income Trust |
64 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
64 |
| CAPROCK Group, Inc. |
64 |
| Energy Opportunities Capital Management, LLC |
64 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
64 |
| Sanders Morris Harris Llc |
64 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
64 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
64 |
| Blackstone / Gso Strategic Credit Fund |
64 |
| Sheaff Brock Investment Advisors, LLC |
64 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
64 |
| SpiderRock Trading LLC |
64 |
| Motco |
64 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
64 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
64 |
| MCF Advisors LLC |
64 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
64 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
64 |
| Wesbanco Bank Inc |
64 |
| Vanguard Specialized Funds |
64 |
| Skandinaviska Enskilda Banken AB (publ) |
64 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
64 |
| Forum Funds |
64 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
64 |
| DnB Asset Management AS |
64 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
64 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
64 |
| Swiss Life Asset Management Ltd |
64 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
64 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
64 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
64 |
| Harbor Investment Advisory, Llc |
64 |
| Leonteq Securities AG |
64 |
| GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares |
64 |
| CenterBook Partners LP |
64 |
| Santa Fe Partners LLC |
64 |
| Cohen & Steers, Inc. |
64 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
64 |
| CastleArk Alternatives, LLC |
64 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
64 |
| Meadow Creek Investment Management LLC |
64 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
64 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
63 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
63 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
63 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
63 |
| Analytic Investors, LLC |
63 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
63 |
| Portolan Capital Management, LLC |
63 |
| Edgestream Partners, L.P. |
63 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
63 |
| Tibra Equities Europe Ltd |
63 |
| EAM Global Investors LLC |
63 |
| Advantage Investment Management, Llc |
63 |
| RYDEX VARIABLE TRUST - Energy Fund Variable Annuity |
63 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
63 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
63 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
63 |
| Transamerica Partners Portfolios |
63 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
63 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
63 |
| NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF |
63 |
| SCP Investment, LP |
63 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
63 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
63 |
| Toth Financial Advisory Corp |
63 |
| Glen Harbor Capital Management LLC |
63 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
63 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
63 |
| Schubert & Co |
63 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
63 |
| Old National Bancorp /in/ |
63 |
| VANGUARD ASSET MANAGEMENT, Ltd |
63 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
63 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
63 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
63 |
| Hanseatic Management Services Inc |
63 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
63 |
| Icon Advisers Inc/co |
63 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
63 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
62 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
62 |
| Xponance, Inc. |
62 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
62 |
| Connor Clark & Lunn Investment Management Ltd |
62 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
62 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
62 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
62 |
| Old Mutual Global Investors (UK) Ltd. |
62 |
| JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) |
62 |
| William Blair Investment Management, Llc |
62 |
| Regentatlantic Capital Llc |
62 |
| Parametrica Management Ltd |
62 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
62 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
62 |
| RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class |
62 |
| Ssi Investment Management Llc |
62 |
| Avantax Advisory Services, Inc. |
62 |
| Townsquare Capital Llc |
62 |
| MQS Management LLC |
62 |
| AlphaMark Advisors, LLC |
62 |
| Pin Oak Investment Advisors Inc |
62 |
| Amalgamated Financial Corp. |
62 |
| Ritholtz Wealth Management |
62 |
| Denver Investment Advisors Llc |
62 |
| Lido Advisors, LLC |
62 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
62 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
62 |
| Raymond James Trust N.a. |
62 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
62 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
62 |
| PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
62 |
| Aster Capital Management (DIFC) Ltd |
62 |
| Virtus Global Dividend & Income Fund Inc. |
62 |
| WealthTrust-Arizona, LLC |
62 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
62 |
| Klp Kapitalforvaltning As |
62 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
62 |
| Western Asset Income Fund |
62 |
| Focused Wealth Management, Inc |
62 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
62 |
| Vanguard Investments Australia, Ltd. |
61 |
| Sargent Bickham Lagudis LLC |
61 |
| MBEQX - M FUND INC - M International Equity Fund |
61 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
61 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
61 |
| AIWEX - Cavanal Hill Funds - World Energy Fund Institutional |
61 |
| R Squared Ltd |
61 |
| Oakworth Capital, Inc. |
61 |
| Corton Capital Inc. |
61 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
61 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
61 |
| Mizuho Trust & Banking Co., Ltd. |
61 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
61 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
61 |
| Gulf International Bank (UK) Ltd |
61 |
| USA Financial Portformulas Corp |
61 |
| Hartford Investment Management Co |
61 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
61 |
| Intrinsic Edge Capital Management LLC |
61 |
| Monashee Investment Management LLC |
61 |
| IBM Retirement Fund |
61 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
61 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
61 |
| Oxbow Advisors, LLC |
61 |
| Stone House Investment Management, LLC |
61 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
61 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
61 |
| Twin Peaks Wealth Advisors, LLC |
61 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
61 |
| Td Private Client Wealth Llc |
61 |
| Founders Capital Management |
60 |
| Maverick Capital Ltd |
60 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
60 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
60 |
| MUFG Securities EMEA plc |
60 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
60 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
60 |
| Zions Bancorporation |
60 |
| Wetherby Asset Management Inc |
60 |
| Miller Howard Investments Inc /ny |
60 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
60 |
| Investors Research Corp |
60 |
| Wealthfront Inc |
60 |
| Delpha Capital Management, Llc |
60 |
| Susquehanna Portfolio Strategies, LLC |
60 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
60 |
| Korea Investment CORP |
60 |
| Wiley Bros.-aintree Capital, Llc |
60 |
| Texas Yale Capital Corp. |
60 |
| Rsm Us Wealth Management Llc |
60 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
60 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
60 |
| Mycio Wealth Partners, Llc |
60 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
60 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
60 |
| Steward Financial Group LLC |
60 |
| Kornitzer Capital Management Inc /ks |
60 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
60 |
| Chevy Chase Trust Holdings, Inc. |
60 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
60 |
| EverPoint Asset Management, LLC |
60 |
| VCBDX - VALIC Co I - Core Bond Fund |
60 |
| Maryland State Retirement & Pension System |
60 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
60 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
60 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
60 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
60 |
| Wellington Shields Capital Management, LLC |
59 |
| Bamco Inc /ny/ |
59 |
| COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
59 |
| Alphacrest Capital Management Llc |
59 |
| Boston Advisors Llc |
59 |
| Numerai GP LLC |
59 |
| Tokio Marine Asset Management Co Ltd |
59 |
| Royal London Asset Management Ltd |
59 |
| Colony Group Llc |
59 |
| John Hancock Investors Trust |
59 |
| U.S. Capital Wealth Advisors, LLC |
59 |
| Decade Capital Management Llc |
59 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
59 |
| Sutton Wealth Advisors Inc. |
59 |
| Keebeck Alpha, LP |
59 |
| Westport Resources Management Inc |
59 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
59 |
| Private Wealth Management Group, LLC |
59 |
| People's United Financial, Inc. |
59 |
| Gardner Lewis Asset Management L P |
59 |
| New Mexico Educational Retirement Board |
59 |
| GW&K Investment Management, LLC |
59 |
| Pinnacle Holdings, LLC |
59 |
| Allianzgi Convertible & Income Fund Ii |
59 |
| Allianzgi Convertible & Income Fund |
59 |
| Hartford Series Fund Inc |
59 |
| EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB |
59 |
| Levin Capital Strategies, L.p. |
59 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
59 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
59 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
59 |
| Disciplined Investments, LLC |
59 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
59 |
| Archford Capital Strategies, LLC |
59 |
| Calamos Long/Short Equity & Dynamic Income Trust |
59 |
| Nikko Asset Management Americas, Inc. |
59 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
59 |
| Baker Avenue Asset Management, LP |
59 |
| RMB Capital Management, LLC |
59 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
59 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
59 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
59 |
| Krilogy Financial LLC |
59 |
| Centenus Global Management, Lp |
59 |
| Segantii Capital Management Ltd |
58 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
58 |
| Northwest & Ethical Investments L.P. |
58 |
| Nbc Securities, Inc. |
58 |
| EA Series Trust |
58 |
| Stephens Consulting, LLC |
58 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
58 |
| Atria Wealth Solutions, Inc. |
58 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
58 |
| Ameritas Advisory Services, LLC |
58 |
| Baldwin Brothers Inc/ma |
58 |
| Cadence Capital Management Llc |
58 |
| Wealthcare Capital Management Llc |
58 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
58 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
58 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
58 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
58 |
| PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF |
58 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
58 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
58 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
58 |
| Tompkins Financial Corp |
58 |
| CIBC Bancorp USA Inc. |
58 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
58 |
| Balentine LLC |
58 |
| Crestline Management, LP |
58 |
| Ionic Capital Management LLC |
58 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
58 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
58 |
| Harel Insurance Investments & Financial Services Ltd. |
58 |
| IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF |
58 |
| Marathon Trading Investment Management LLC |
58 |
| Lombard Odier Asset Management (Europe) Ltd |
58 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
58 |
| Jacobi Capital Management LLC |
58 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
58 |
| Summit Global Investments |
58 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
58 |
| Lighthouse Investment Partners, LLC |
58 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
58 |
| Oppenheimer Quest For Value Funds |
58 |
| GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares |
58 |
| Allianzgi Diversified Income & Convertible Fund |
58 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
58 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
58 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
57 |
| Cypress Capital Management LLC (WY) |
57 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
57 |
| Archer Investment Corp |
57 |
| MARSHALL WACE ASIA Ltd |
57 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
57 |
| Vantage Investment Advisors, LLC |
57 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
57 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
57 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
57 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
57 |
| Kayne Anderson Capital Advisors Lp |
57 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
57 |
| Artemis Investment Management LLP |
57 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
57 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
57 |
| Cambria Investment Management, L.P. |
57 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
57 |
| Everence Capital Management Inc |
57 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
57 |
| Stoneridge Investment Partners Llc |
57 |
| CVA Family Office, LLC |
57 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
57 |
| Grove Bank & Trust |
57 |
| PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
57 |
| Kistler-Tiffany Companies, LLC |
57 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
57 |
| Spirit Of America Management Corp/ny |
57 |
| Tucker Asset Management Llc |
57 |
| Eagle Global Advisors Llc |
57 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
57 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
57 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
57 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
56 |
| Ausdal Financial Partners, Inc. |
56 |
| Asset Dedication, LLC |
56 |
| Horizon Investments, LLC |
56 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
56 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
56 |
| Cable Hill Partners, LLC |
56 |
| CWA Asset Management Group, LLC |
56 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
56 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
56 |
| Glg Inc. |
56 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
56 |
| Mangrove Partners |
56 |
| Jaffetilchin Investment Partners, LLC |
56 |
| Davidson Kempner Capital Management Lp |
56 |
| Integrated Wealth Concepts LLC |
56 |
| Rs Investment Trust |
56 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
56 |
| City National Bank |
56 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
56 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
56 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
56 |
| Riggs Asset Managment Co. Inc. |
56 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
56 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
56 |
| WHIAX - IVY FUNDS - Ivy High Income Fund Class A |
56 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
56 |
| Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II |
56 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
56 |
| Winfield Associates, Inc. |
56 |
| Blume Capital Management, Inc. |
56 |
| Capula Management Ltd |
56 |
| Oppenheimer Global High Yield Fund |
56 |
| Deep Basin Capital LP |
56 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
56 |
| Essex Investment Management Co Llc |
56 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
56 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
56 |
| Hudock, Inc. |
56 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
56 |
| Lord Abbett Credit Opportunities Fund |
56 |
| Treasurer of the State of North Carolina |
56 |
| RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
56 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
56 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
56 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
56 |
| Bare Financial Services, Inc |
56 |
| nVerses Capital, LLC |
56 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
56 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
56 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
56 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
56 |
| Point72 Middle East FZE |
56 |
| Sigma Capital Management Llc |
56 |
| Ropes Wealth Advisors Llc |
55 |
| Golden State Equity Partners |
55 |
| Tortoise Investment Management, LLC |
55 |
| Calvert Investment Management, Inc. |
55 |
| Putnam High Income Securities Fund |
55 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
55 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
55 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
55 |
| Ninepoint Partners LP |
55 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
55 |
| Discovery Capital Management, Llc / Ct |
55 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
55 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
55 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
55 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
55 |
| Harvest Group Wealth Management, Llc |
55 |
| Perella Weinberg Partners Capital Management LP |
55 |
| Blackstone / Gso Long-short Credit Income Fund |
55 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
55 |
| Brookfield Real Assets Income Fund Inc. |
55 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
55 |
| Point72 Europe (London) LLP |
55 |
| Rialto Wealth Management, LLC |
55 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
55 |
| Standard Life Aberdeen plc |
55 |
| Blackrock Multi-sector Opportunities Trust |
55 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
55 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
55 |
| Kingsview Wealth Management, LLC |
55 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
55 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
55 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
55 |
| Partnervest Advisory Services LLC |
55 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
55 |
| Baystate Wealth Management LLC |
55 |
| Hexavest Inc. |
55 |
| Van Den Berg Management I, Inc |
55 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
55 |
| RBF Capital, LLC |
55 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
55 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
55 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
55 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
55 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
55 |
| Silvercrest Asset Management Group Llc |
54 |
| Passport Capital, LLC |
54 |
| Ahrens Investment Partners LLC |
54 |
| Greenleaf Trust |
54 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
54 |
| Dorsey Wright & Associates |
54 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
54 |
| Column Capital Advisors, LLC |
54 |
| Blackrock 2022 Global Income Opportunity Trust |
54 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
54 |
| Prescott Group Capital Management, L.l.c. |
54 |
| DFA INVESTMENT TRUST CO - The Canadian Small Company Series |
54 |
| VCCBX - VALIC Co II - Core Bond Fund |
54 |
| RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
54 |
| Syntal Capital Partners, LLC |
54 |
| VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class |
54 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
54 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
54 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
54 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
54 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
54 |
| Integrated Investment Consultants, LLC |
54 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
54 |
| WealthCollab, LLC |
54 |
| Cowen Prime Services LLC |
54 |
| Artisan Partners Limited Partnership |
54 |
| Hennessy Advisors Inc |
54 |
| DAVENPORT & Co LLC |
54 |
| Schonfeld Group Holdings LLC |
54 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
54 |
| Dreman Value Management, L L C |
54 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
54 |
| Moneta Group Investment Advisors Llc |
54 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
54 |
| SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
54 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
54 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
54 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
54 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
54 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
54 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
54 |
| FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio |
54 |
| Front Row Advisors LLC |
54 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
54 |
| Truvestments Capital Llc |
54 |
| Sagefield Capital LP |
54 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
54 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
54 |
| FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF |
54 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
54 |
| Icon Wealth Partners, LLC |
54 |
| Legacy Financial Advisors, Inc. |
54 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
54 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
53 |
| 361 Capital Llc |
53 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
53 |
| Ingalls & Snyder Llc |
53 |
| Mark Sheptoff Financial Planning, Llc |
53 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
53 |
| Abound Wealth Management |
53 |
| Mckinley Capital Management Llc /delaware |
53 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
53 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
53 |
| Cinctive Capital Management LP |
53 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
53 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
53 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
53 |
| Vertex One Asset Management Inc. |
53 |
| Merit Financial Group, LLC |
53 |
| Westchester Capital Management, LLC |
53 |
| Livforsakringsbolaget Skandia, Omsesidigt |
53 |
| Pentwater Capital Management LP |
53 |
| Precocity Capital LP |
53 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
53 |
| Capital Advisors Inc/ok |
53 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
53 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
53 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
53 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
53 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
53 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
53 |
| Bartlett & Co. Wealth Management Llc |
53 |
| Gamco Global Gold, Natural Resources & Income Trust |
53 |
| Wealthcare Advisory Partners LLC |
53 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
53 |
| Colony Group, LLC |
53 |
| Edge Advisors, Llc |
53 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
53 |
| Deltec Asset Management Llc |
53 |
| Kapitalo Investimentos Ltda |
53 |
| Salomon & Ludwin, LLC |
53 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
53 |
| Inscription Capital, LLC |
52 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
52 |
| Erste Asset Management GmbH |
52 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
52 |
| Highland Capital Management Lp |
52 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
52 |
| Tortoise Energy Independence Fund, Inc. |
52 |
| Hilltop Holdings Inc. |
52 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
52 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
52 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
52 |
| Glazer Capital, Llc |
52 |
| FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio |
52 |
| Alpine Associates Management Inc. |
52 |
| CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
52 |
| Advisor Partners Ii, Llc |
52 |
| Ridgeworth Funds |
52 |
| Rockefeller Financial Services Inc |
52 |
| Tfo-tdc, Llc |
52 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
52 |
| SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
52 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
52 |
| Peconic Partners Llc |
52 |
| Cigna Investments Inc /new |
52 |
| Rise Advisors, LLC |
52 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
52 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
52 |
| NatWest Group plc |
52 |
| Vontobel Holding Ltd. |
52 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
52 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
52 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
52 |
| Dana Investment Advisors, Inc. |
52 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
52 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
52 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
52 |
| Caas Capital Management Lp |
52 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
52 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
52 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
52 |
| Woodline Partners LP |
52 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
52 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
52 |
| Illinois Municipal Retirement Fund |
52 |
| 1492 Capital Management LLC |
52 |
| Zeke Capital Advisors, Llc |
52 |
| Atlantic Trust, LLC |
51 |
| Marex Group plc |
51 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
51 |
| Scientech Research LLC |
51 |
| Claro Advisors LLC |
51 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
51 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
51 |
| Neo Ivy Capital Management |
51 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
51 |
| Blue Rock Advisors, LLC |
51 |
| Cary Street Partner Investment Advisory Llc |
51 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
51 |
| Zebra Capital Management LLC |
51 |
| AGF Investments LLC |
51 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
51 |
| JJJ Advisors Inc. |
51 |
| Perigon Wealth Management, LLC |
51 |
| Graticule Asia Macro Advisors LLC |
51 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
51 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
51 |
| Ardsley Advisory Partners Lp |
51 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
51 |
| Ashton Thomas Private Wealth, LLC |
51 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
51 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
51 |
| Trustcore Financial Services, Llc |
51 |
| Geneva Advisors, LLC |
51 |
| Ascend Capital, Llc |
51 |
| Guggenheim Strategic Opportunities Fund |
51 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
51 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
51 |
| Contravisory Investment Management, Inc. |
51 |
| AUERX - Unified Series Trust - Auer Growth Fund |
51 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
51 |
| Keating Financial Advisory Services, Inc. |
51 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
51 |
| Alta Advisers Ltd |
51 |
| Virtus ETF Advisers LLC |
51 |
| Monarch Partners Asset Management LLC |
51 |
| Jasinkiewicz Capital Management, Lp |
51 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
51 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
51 |
| Mariner Investment Group Llc |
51 |
| Readystate Asset Management Lp |
51 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
51 |
| Private Ocean, LLC |
51 |
| Kilter Group LLC |
51 |
| SpiderRock Advisors, LLC |
51 |
| SageView Advisory Group, LLC |
51 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
51 |
| GHP Investment Advisors, Inc. |
51 |
| Bluefin Capital Management, Llc |
50 |
| TFC Financial Management |
50 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
50 |
| New York Life Investment Management Llc |
50 |
| Azzad Asset Management Inc /adv |
50 |
| BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A |
50 |
| Ballentine Partners, LLC |
50 |
| Brave Asset Management Inc |
50 |
| Gryphon Financial Partners LLC |
50 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
50 |
| Invictus RG |
50 |
| VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares |
50 |
| Mutual Advisors, LLC |
50 |
| Aristides Capital LLC |
50 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
50 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
50 |
| Bb&t Investment Services, Inc. |
50 |
| Atlas Capital Advisors Llc |
50 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
50 |
| Mason Street Advisors, Llc |
50 |
| Cerebellum GP, LLC |
50 |
| CX Institutional |
50 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
50 |
| Canoe Financial LP |
50 |
| Phocas Financial Corp. |
50 |
| Angelo Gordon & Co., L.p. |
50 |
| BlackRock Multi-Sector Opportunities Trust II |
50 |
| Banque Cantonale Vaudoise |
50 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
50 |
| BBT Capital Management, LLC |
50 |
| Fs Multi-alternative Income Fund |
50 |
| Dunhill Financial, LLC |
50 |
| Arkadios Wealth Advisors |
50 |
| Campbell Multi-strategy Trust |
50 |
| Hm Payson & Co |
50 |
| Freestone Grove Partners LP |
50 |
| Cushing Energy Income Fund |
50 |
| Kingdon Capital Management, L.l.c. |
50 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
50 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
50 |
| Hughes Financial Services, LLC |
50 |
| DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
50 |
| Bruce G. Allen Investments, LLC |
50 |
| PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
50 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
50 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
50 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
50 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
50 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
50 |
| Rosenberg Matthew Hamilton |
50 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
50 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
50 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
50 |
| Dai-ichi Life Holdings, Inc. |
50 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
50 |
| Duncker Streett & Co Inc |
50 |
| HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
50 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
50 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
50 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
50 |
| Eaton Vance Floating-rate Income Trust |
50 |
| Hollencrest Capital Management |
50 |
| Allstate Corp |
50 |
| Calton & Associates, Inc. |
49 |
| Cowen And Company, Llc |
49 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
49 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
49 |
| Institutional & Family Asset Management, Llc |
49 |
| Franklin Templeton ETF Trust - Western Asset Bond ETF |
49 |
| Gateway Investment Advisers Llc |
49 |
| Yorktown Management & Research Co Inc |
49 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
49 |
| TVR Capital Management LP |
49 |
| DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
49 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
49 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
49 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
49 |
| Bollard Group LLC |
49 |
| Anchor Investment Management, LLC |
49 |
| Vaughan Nelson Investment Management, L.p. |
49 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
49 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
49 |
| CTC Alternative Strategies, Ltd. |
49 |
| MSD Partners, L.P. |
49 |
| Beacon Pointe Advisors, LLC |
49 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
49 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
49 |
| Man Investments Ltd |
49 |
| StoneX Group Inc. |
49 |
| IPG Investment Advisors LLC |
49 |
| Apriem Advisors |
49 |
| Kavar Capital Partners, LLC |
49 |
| Scout Investments, Inc. |
49 |
| Sentry Investment Management Llc |
49 |
| Bleakley Financial Group, LLC |
49 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
49 |
| FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio |
49 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
49 |
| Exencial Wealth Advisors, Llc |
49 |
| TradeLink Global Equity LLC |
49 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
49 |
| Lombard Odier Asset Management (Switzerland) SA |
49 |
| Mosaic Family Wealth, LLC |
49 |
| TCTC Holdings, LLC |
49 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
49 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
49 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
49 |
| Carolinas Wealth Consulting Llc |
49 |
| Apollon Wealth Management, LLC |
49 |
| Inspire Advisors, LLC |
49 |
| Fulton Bank, N.a. |
49 |
| Cooper Creek Partners Management Llc |
49 |
| Hemington Wealth Management |
48 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
48 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
48 |
| Kayne Anderson Rudnick Investment Management Llc |
48 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
48 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
48 |
| Munder Series Trust |
48 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
48 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
48 |
| Atlantic Union Bankshares Corp |
48 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
48 |
| First Interstate Bank |
48 |
| Activest Wealth Management |
48 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
48 |
| Winch Advisory Services, LLC |
48 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
48 |
| Inceptionr Llc |
48 |
| Stonebridge Capital Advisors LLC |
48 |
| Vise Technologies, Inc. |
48 |
| Pacholder High Yield Fund Inc |
48 |
| Valued Wealth Advisors LLC |
48 |
| First Financial Corp /in/ |
48 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
48 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
48 |
| Conning Inc. |
48 |
| Delta Asset Management Llc/tn |
48 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
48 |
| Teton Advisors, Inc. |
48 |
| Aberdeen Asset Management Plc/uk |
48 |
| Wasatch Advisors Inc |
48 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
48 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
48 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
48 |
| Gupta Wealth Management LLC |
48 |
| Eaton Vance Senior Floating Rate Trust |
48 |
| Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
48 |
| HBK Sorce Advisory LLC |
48 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
48 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
48 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
48 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
48 |
| Zions Bancorporation, N.A. |
48 |
| BBVA USA Bancshares, Inc. |
48 |
| Eaton Vance Senior Income Trust |
48 |
| Frontier Wealth Management LLC |
48 |
| Magnus Financial Group LLC |
48 |
| Saba Capital Management, L.P. |
47 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
47 |
| Interval Partners, LP |
47 |
| EP Wealth Advisors, Inc. |
47 |
| Pekin Hardy Strauss, Inc. |
47 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
47 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
47 |
| Covington Capital Management |
47 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
47 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
47 |
| One Wealth Advisors, LLC |
47 |
| Clark Capital Management Group, Inc. |
47 |
| Dubuque Bank & Trust Co |
47 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
47 |
| 683 Capital Management, LLC |
47 |
| Tlp Group Llc |
47 |
| Veriti Management LLC |
47 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
47 |
| Rothschild Investment Corp /il |
47 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
47 |
| FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A |
47 |
| BlackRock Capital Allocation Trust |
47 |
| Janney Capital Management LLC |
47 |
| Blackstone / Gso Senior Floating Rate Term Fund |
47 |
| Avestar Capital, LLC |
47 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
47 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
47 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
47 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
47 |
| Capital Investment Advisory Services, LLC |
47 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
47 |
| Mv Capital Management, Inc. |
47 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
47 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
47 |
| Exane Derivatives |
47 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
47 |
| Royce Value Trust Inc |
47 |
| Continuum Advisory, LLC |
47 |
| Arete Wealth Advisors, LLC |
47 |
| Scoggin Management Lp |
47 |
| Neuburgh Advisers LLC |
47 |
| Crewe Advisors LLC |
47 |
| Wilbanks Smith & Thomas Asset Management Llc |
47 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
47 |
| Tyers Asset Management LLC |
47 |
| Fir Tree Capital Management Lp |
47 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
47 |
| RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
47 |
| Texan Capital Management |
47 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
47 |
| HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
47 |
| Merewether Investment Management, LP |
47 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
47 |
| Edge Wealth Management LLC |
47 |
| Joel Isaacson & Co., LLC |
47 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
47 |
| Trust For Advisor Solutions |
47 |
| BDO Wealth Advisors, LLC |
47 |
| VCSMX - VALIC Co I - Small Cap Fund |
47 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
47 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
46 |
| Waddell & Reed Advisors Funds |
46 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
46 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
46 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
46 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
46 |
| Hl Financial Services Llc |
46 |
| Coppell Advisory Solutions Corp. |
46 |
| SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
46 |
| Forum Financial Management, LP |
46 |
| RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
46 |
| BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
46 |
| Enlightenment Research, LLC |
46 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
46 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
46 |
| Voleon Capital Management Lp |
46 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
46 |
| FourThought Financial, LLC |
46 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
46 |
| Leavell Investment Management, Inc. |
46 |
| TBP Investments Management, LLC |
46 |
| Shay Capital LLC |
46 |
| Western Asset/claymore Inflation-linked Opportunities & Income Fund |
46 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
46 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
46 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
46 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
46 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
46 |
| Flow Traders U.s. Llc |
46 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
46 |
| Kestra Private Wealth Services, Llc |
46 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
46 |
| Maple Securities Usa Inc |
46 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
46 |
| Mitchell Group Inc |
46 |
| Coe Capital Management, LLC |
46 |
| Phoenix Investment Adviser LLC |
46 |
| IMA Wealth, Inc. |
46 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
46 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
46 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
46 |
| MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
46 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
46 |
| GFS Advisors, LLC |
46 |
| Gideon Capital Advisors, Inc. |
46 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
46 |
| Andra AP-fonden |
46 |
| Mint Tower Capital Management B.V. |
46 |
| Sound Energy Partners, Inc. |
46 |
| Blackthorn Investment Group Llc |
46 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
46 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
46 |
| Gyon Technologies Capital Management, LP |
46 |
| Brinker Capital Inc |
46 |
| Vanguard Whitehall Funds |
46 |
| Capital Analysts, Inc. |
46 |
| Venture Visionary Partners LLC |
46 |
| Highland Capital Management, Llc |
46 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
46 |
| Winton Diversified Opportunities Fund |
46 |
| Lucus Advisors Llc |
46 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
46 |
| Brigade Capital Management, Lp |
46 |
| Perpetual Ltd |
46 |
| Bay Harbor Wealth Management, LLC |
45 |
| Peregrine Capital Management Llc |
45 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
45 |
| Cornerstone Wealth Management, LLC |
45 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
45 |
| Cornerstone Investment Partners, LLC |
45 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
45 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
45 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
45 |
| NJ State Employees Deferred Compensation Plan |
45 |
| NN Investment Partners Holdings N.V. |
45 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
45 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
45 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
45 |
| Segment Wealth Management, LLC |
45 |
| Annis Gardner Whiting Capital Advisors, LLC |
45 |
| Cannell Peter B & Co Inc |
45 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
45 |
| Kms Financial Services, Inc |
45 |
| Corigliano Investment Advisers, LLC |
45 |
| Legg Mason Investment Counsel, LLC |
45 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
45 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
45 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
45 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
45 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
45 |
| Foresters Investment Management Company, Inc. |
45 |
| Capital International Investors |
45 |
| LRI Investments, LLC |
45 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
45 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
45 |
| Meridian Wealth Partners, LLC |
45 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
45 |
| Dean Investment Associates, Llc |
45 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
45 |
| Rothschild Asset Management Inc |
45 |
| Leap Investments Lp |
45 |
| Howard Hughes Medical Institute |
45 |
| Signet Financial Management, Llc |
45 |
| Investors Capital Advisory Services |
45 |
| Ranger Investment Management, L.P. |
45 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
45 |
| Vanguard Explorer Fund |
45 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
45 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
45 |
| WASHINGTON TRUST Co |
45 |
| Teton Westwood Funds |
45 |
| Jackson Creek Investment Advisors LLC |
45 |
| Sierra Ocean, Llc |
45 |
| Manning & Napier Advisors Llc |
45 |
| Simon Quick Advisors, Llc |
45 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
45 |
| Hartford Financial Management Inc. |
45 |
| Atwood & Palmer Inc |
45 |
| SummitTX Capital, L.P. |
45 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
45 |
| Adams Natural Resources Fund, Inc. |
45 |
| Innealta Capital, Llc |
45 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
45 |
| Sageworth Trust Co |
45 |
| Country Trust Bank |
45 |
| Formidable Asset Management, LLC |
45 |
| Rs Variable Products Trust |
44 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
44 |
| Curian Capital Llc |
44 |
| Aaron Wealth Advisors LLC |
44 |
| AMG National Trust Bank |
44 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
44 |
| Empirical Finance, LLC |
44 |
| PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
44 |
| Aviance Capital Management, Llc |
44 |
| Vantage Consulting Group Inc |
44 |
| CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
44 |
| Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II |
44 |
| Capital Management Associates /ny/ |
44 |
| QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
44 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
44 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
44 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
44 |
| Advance Capital I Inc |
44 |
| City Holding Co |
44 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
44 |
| Sourcerock Group LLC |
44 |
| Johnson Investment Counsel Inc |
44 |
| Chartwell Investment Partners, Llc |
44 |
| Oakbrook Investments Llc |
44 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
44 |
| Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF |
44 |
| Ashburton (Jersey) Ltd |
44 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
44 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
44 |
| Shinko Asset Management Co., Ltd. |
44 |
| Intact Investment Management Inc. |
44 |
| PharVision Advisers, LLC |
44 |
| SevenBridge Financial Group, LLC |
44 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
44 |
| Folger Hill Asset Management LP |
44 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
44 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
44 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
44 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
44 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
44 |
| JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
44 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
44 |
| Aptus Capital Advisors, LLC |
44 |
| Capital One, National Association |
44 |
| Sheets Smith Wealth Management |
44 |
| Thomist Capital Management, LP |
44 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
44 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
44 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
44 |
| Simplicity Wealth,LLC |
44 |
| Skylands Capital, LLC |
44 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
44 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
44 |
| Dynamic Capital Management Ltd |
44 |
| Cca Investments Trust |
44 |
| Columbia Partners L L C Investment Management |
44 |
| Cordant, Inc. |
44 |
| Guggenheim Energy & Income Fund |
44 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
44 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
44 |
| Rossby Financial, LCC |
43 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
43 |
| Rs Investment Management Co Llc |
43 |
| Cushing Renaissance Fund |
43 |
| PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) |
43 |
| Athanor Capital, Lp |
43 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
43 |
| BI Asset Management Fondsmaeglerselskab A/S |
43 |
| PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
43 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
43 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
43 |
| Green Arrow Capital Management Llc |
43 |
| Mobius Capital Management, Llc |
43 |
| FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
43 |
| Triumph Capital Management |
43 |
| Montag A & Associates Inc |
43 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
43 |
| Li Winifred I |
43 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
43 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
43 |
| Stanley-Laman Group, Ltd. |
43 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
43 |
| Trust Co |
43 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
43 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
43 |
| Strategic Wealth Partners, Ltd. |
43 |
| DiNuzzo Private Wealth, Inc. |
43 |
| Daiwa Capital Markets America Inc. |
43 |
| DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF |
43 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
43 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
43 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
43 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
43 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
43 |
| Castleview Partners, Llc |
43 |
| Flinton Capital Management LLC |
43 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
43 |
| Harvest Fund Management Co., Ltd |
43 |
| Ledyard National Bank |
43 |
| Cpwm, Llc |
43 |
| Anchorage Capital Group, L.L.C. |
43 |
| Dialectic Capital Management, Lp |
43 |
| Global Financial Private Client, LLC |
43 |
| Prime Capital Investment Advisors, LLC |
43 |
| Park Avenue Securities Llc |
43 |
| Natixis Investment Managers International |
43 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
43 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
43 |
| Comerica Securities,inc. |
43 |
| Alpha Paradigm Partners, LLC |
43 |
| Creekmur Asset Management LLC |
43 |
| Brenham Capital Management, L.P. |
43 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
43 |
| Arlington Trust Co LLC |
43 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
43 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
43 |
| Gamco Natural Resources, Gold & Income Trust |
43 |
| Banque Pictet & Cie Sa |
43 |
| GPS Wealth Strategies Group, LLC |
43 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
43 |
| Cortina Asset Management, LLC |
43 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
43 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
43 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
43 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
43 |
| Western Wealth Management, LLC |
43 |
| Key FInancial Inc |
43 |
| Harvest Investment Services, LLC |
43 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
43 |
| Vermillion Wealth Management, Inc. |
43 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
43 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
42 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
42 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
42 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
42 |
| J.w. Cole Advisors, Inc. |
42 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
42 |
| Emerald Mutual Fund Advisers Trust |
42 |
| Bank Of Hawaii |
42 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
42 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
42 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
42 |
| Northpointe Capital Llc |
42 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
42 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
42 |
| Eastern Bank |
42 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
42 |
| Barnett & Company, Inc. |
42 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
42 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
42 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
42 |
| Trust Department Mb Financial Bank N A |
42 |
| Equitec Proprietary Markets, Llc |
42 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
42 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
42 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
42 |
| BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
42 |
| Gluskin Sheff & Assoc Inc |
42 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
42 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
42 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
42 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
42 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
42 |
| Van Hulzen Asset Management, LLC |
42 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
42 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
42 |
| Koch Industries Inc |
42 |
| Thomas White International Ltd |
42 |
| HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares |
42 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
42 |
| FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
42 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
42 |
| Confluence Investment Management Llc |
42 |
| TRUE Private Wealth Advisors |
42 |
| State of New Jersey Common Pension Fund A |
42 |
| FundVantage Trust - Verplanck Balanced Fund |
42 |
| Perritt Capital Management Inc |
42 |
| Spring Creek Capital Llc |
42 |
| Estabrook Capital Management |
42 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
42 |
| Scoria Capital Partners LP |
42 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
42 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
42 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
42 |
| Allegis Investment Advisors, LLC |
42 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
42 |
| BerganKDV Wealth Management, LLC |
42 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
42 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
42 |
| Munder Capital Management |
42 |
| Wilmington Funds Management Corp |
42 |
| BCJ Capital Management, LLC |
42 |
| Amica Mutual Insurance Co |
42 |
| HHM Wealth Advisors, LLC |
42 |
| Raleigh Capital Management Inc. |
42 |
| Caxton Associates Llp |
42 |
| Quent Capital, LLC |
42 |
| McIlrath & Eck, LLC |
42 |
| Capital Income Builder |
42 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
42 |
| CenterStar Asset Management, LLC |
42 |
| Pinnacle Bancorp, Inc. |
42 |
| YorkBridge Wealth Partners, LLC |
42 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
42 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
42 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
42 |
| Envestnet Portfolio Solutions, Inc. |
42 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
42 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
42 |
| Glen Eagle Advisors, LLC |
42 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
42 |
| Bayforest Capital Ltd |
42 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
42 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
41 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
41 |
| Yakira Capital Management, Inc. |
41 |
| PSCE - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Energy ETF |
41 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
41 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
41 |
| Quest Capital Management Inc /adv |
41 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
41 |
| Tcwp Llc |
41 |
| Level Four Advisory Services, Llc |
41 |
| Heartland Advisors Inc |
41 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
41 |
| Bardin Hill Management Partners Lp |
41 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
41 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
41 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
41 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
41 |
| GeoWealth Management, LLC |
41 |
| Legacy Wealth Managment, LLC/ID |
41 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
41 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
41 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
41 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
41 |
| Banco Santander, S.A. |
41 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
41 |
| ISAM Funds (UK) Ltd |
41 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
41 |
| Claymore Exchange-traded Fund Trust 2 |
41 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
41 |
| Kalos Management, Inc. |
41 |
| Amica Retiree Medical Trust |
41 |
| Achmea Investment Management B.V. |
41 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
41 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
41 |
| Delta Lloyd Nv |
41 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
41 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
41 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
41 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
41 |
| Qrg Capital Management, Inc. |
41 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
41 |
| E. Ohman J:or Asset Management AB |
41 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
41 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
41 |
| Koshinski Asset Management, Inc. |
41 |
| Capital Investment Advisors, LLC |
41 |
| Guild Investment Management, Inc. |
41 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
41 |
| JPL Wealth Management, LLC |
41 |
| ClearAlpha Technologies LP |
41 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
41 |
| Payden & Rygel |
41 |
| Qsemble Capital Management, LP |
41 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
41 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
41 |
| Herndon Capital Management Llc |
41 |
| Walthausen & Co., LLC |
41 |
| Boulder Hill Capital Management Lp |
41 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
41 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
41 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
41 |
| Riverview Trust Co |
41 |
| Concentric Capital Strategies, LP |
41 |
| Corient Capital Partners, LLC |
41 |
| Strategic Investment Management, Llc |
41 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
41 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
41 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
41 |
| Hussman Strategic Advisors, Inc. |
41 |
| DGS Capital Management, LLC |
40 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
40 |
| PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. |
40 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
40 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
40 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
40 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
40 |
| Meridian Wealth Advisors, LLC |
40 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
40 |
| Associated Banc-corp |
40 |
| Stone Ridge Asset Management LLC |
40 |
| Financial Counselors Inc |
40 |
| Vestmark Advisory Solutions, Inc. |
40 |
| Nexus Asset Management LLC |
40 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
40 |
| Axiom Investment Management LLC |
40 |
| Perkins Coie Trust Co |
40 |
| Community Bank, N.A. |
40 |
| Wellington Shields & Co., LLC |
40 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
40 |
| Parsons Capital Management Inc/ri |
40 |
| Alexandria Capital, LLC |
40 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
40 |
| Wilmington Trust Co |
40 |
| Manatuck Hill Partners, LLC |
40 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
40 |
| NorthCoast Asset Management LLC |
40 |
| Amica Pension Fund Board Of Trustees |
40 |
| Blackrock Energy & Resources Trust |
40 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
40 |
| Weaver C. Barksdale & Associates, Inc. |
40 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
40 |
| Kovack Advisors, Inc. |
40 |
| Wolff Wiese Magana Llc |
40 |
| FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
40 |
| Empyrean Capital Partners, LP |
40 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
40 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
40 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
40 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
40 |
| Eudaimonia Partners, LLC |
40 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
40 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
40 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
40 |
| VGLSX - VALIC Co I - Global Strategy Fund |
40 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
40 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
40 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
40 |
| SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
40 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
40 |
| Omega Advisors Inc. |
40 |
| Argentus Capital Management, LLC |
40 |
| HighPoint Advisor Group LLC |
40 |
| Elequin Capital Lp |
40 |
| Profunds - Profund Vp Small-cap Value |
40 |
| Alpha DNA Investment Management LLC |
40 |
| CastleKnight Management LP |
40 |
| Windsor Capital Management, LLC |
40 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
40 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
40 |
| Delphia (USA) Inc. |
40 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
40 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
40 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
40 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
40 |
| Cordasco Financial Network |
40 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
40 |
| Advisor Resource Council |
40 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
40 |
| 1st Global Advisors, Inc. |
39 |
| Wright Investors Service Inc |
39 |
| Lmcg Investments, Llc |
39 |
| Pendal Group Ltd |
39 |
| Matarin Capital Management, LLC |
39 |
| Legg Mason Bw Global Income Opportunities Fund Inc. |
39 |
| F&C Asset Management plc |
39 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
39 |
| Tobam |
39 |
| Tri-continental Corp |
39 |
| AdvisorShares Investments LLC |
39 |
| Eagle Bay Advisors LLC |
39 |
| PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I |
39 |
| CQS Cayman LP |
39 |
| Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio |
39 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
39 |
| Connable Office Inc |
39 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
39 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
39 |
| Childress Capital Advisors, Llc |
39 |
| GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF |
39 |
| HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
39 |
| HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
39 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
39 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
39 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
39 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
39 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
39 |
| Mizuho Asset Management Co.,Ltd. |
39 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
39 |
| Henshaw Capital LLC |
39 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
39 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
39 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
39 |
| WPG Advisers, LLC |
39 |
| Anchor Bolt Capital, LP |
39 |
| Nokomis Capital, L.L.C. |
39 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
39 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
39 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
39 |
| Concurrent Investment Advisors, LLC |
39 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
39 |
| Deutsche Strategic Income Trust |
39 |
| Buckingham Strategic Partners |
39 |
| VanEck Funds |
39 |
| Guardian Life Insurance Co Of America |
39 |
| Deutsche Multi-market Income Trust |
39 |
| Key Square Capital Management LLC |
39 |
| HB Wealth Management, LLC |
39 |
| Shine Investment Advisory Services Inc |
39 |
| Abel Hall, LLC |
39 |
| Fiduciary Trust Co |
39 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
39 |
| SHP Wealth Management |
39 |
| Glacier Peak Capital LLC |
39 |
| Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
39 |
| VHYLX - VALIC Co I - High Yield Bond Fund |
39 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
39 |
| Cushing Mlp Total Return Fund |
39 |
| Tiedemann Advisors, Llc |
39 |
| Oliver Lagore Vanvalin Investment Group |
39 |
| Adirondack Trust Co |
39 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
39 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
39 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
39 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
39 |
| Kohlberg Kravis Roberts & Co. L.P. |
39 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
39 |
| Independence Bank of Kentucky |
39 |
| Obermeyer Wood Investment Counsel, Lllp |
39 |
| Basso Capital Management, L.p. |
39 |
| Barometer Capital Management Inc. |
39 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
39 |
| Claraphi Advisory Network, LLC |
39 |
| Hirtle Callaghan & Co LLC |
39 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
39 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
39 |
| Cim Investment Mangement Inc |
39 |
| West Tower Group, LLC |
39 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
39 |
| LGT Financial Advisors LLC |
39 |
| Columbia Pacific Advisors, LLC |
39 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
39 |
| Webs Creek Capital Management LP |
39 |
| Donoghue Forlines LLC |
39 |
| Cutter & CO Brokerage, Inc. |
39 |
| Advocacy Wealth Management Services, LLC |
39 |
| Horan Securities, Inc. |
39 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
38 |
| Waldron Private Wealth LLC |
38 |
| Altshuler Shaham Ltd |
38 |
| Sit Investment Associates Inc |
38 |
| Oberweis Asset Management Inc/ |
38 |
| Kayne Anderson Midstream/energy Fund, Inc. |
38 |
| D'Orazio & Associates, Inc. |
38 |
| Ares Dynamic Credit Allocation Fund, Inc. |
38 |
| RHJ International SA |
38 |
| Cfm Wealth Partners Llc |
38 |
| Etf Managers Group, Llc |
38 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
38 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
38 |
| HFM Investment Advisors, LLC |
38 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
38 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
38 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
38 |
| Tradition Wealth Management, LLC |
38 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
38 |
| First Dallas Securities Inc. |
38 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
38 |
| Kentucky Retirement Systems |
38 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
38 |
| Benjamin Edwards Inc |
38 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
38 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
38 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
38 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
38 |
| Greenland Capital Management LP |
38 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
38 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
38 |
| Financial Consulate, Inc |
38 |
| Spears Abacus Advisors LLC |
38 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
38 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
38 |
| Cullen Capital Management, LLC |
38 |
| Brandes Investment Partners, Lp |
38 |
| Avidian Wealth Solutions, LLC |
38 |
| Cassady Schiller Wealth Management, LLC |
38 |
| Fieldview Capital Management, LLC |
38 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
38 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
38 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
38 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
38 |
| Kemnay Advisory Services Inc. |
38 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
38 |
| Machina Capital S.a.s. |
38 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
38 |
| Deutsche High Income Opportunities Fund, Inc. |
38 |
| XR Securities LLC |
38 |
| Integrated Core Strategies (us) Llc |
38 |
| AlphaCore Capital LLC |
38 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
38 |
| Renaissance Group Llc |
38 |
| Highstreet Asset Management Inc. |
38 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
38 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
38 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
38 |
| Meritage Portfolio Management |
38 |
| Dorsey & Whitney Trust CO LLC |
38 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
38 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
38 |
| Eidelman Virant Capital |
38 |
| Kore Private Wealth LLC |
38 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
38 |
| MANA Advisors LLC |
38 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
38 |
| Next Financial Holdings |
38 |
| IEYAX - IVY FUNDS - Ivy Energy Fund Class A |
38 |
| DRLL - EA Series Trust - Strive U.S. Energy ETF |
38 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
38 |
| Impact Partnership Wealth, LLC |
38 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
38 |
| Guardian Capital Lp |
38 |
| Quad-Cities Investment Group, LLC |
38 |
| Capital Bank & Trust Co |
38 |
| Castleton Investment Management LLC |
38 |
| Telemetry Investments, L.L.C. |
38 |
| Newgate Capital Management Llc |
38 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
38 |
| MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
38 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
38 |
| Monaco Asset Management SAM |
38 |
| SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class |
38 |
| Elliott Management Corporation |
38 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
38 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
38 |
| Frontier Capital Management Co Llc |
38 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
38 |
| MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
38 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
37 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
37 |
| WealthTrak Capital Management LLC |
37 |
| Tortoise Pipeline & Energy Fund, Inc. |
37 |
| VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF |
37 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
37 |
| Duality Advisers, Lp |
37 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
37 |
| AHL Partners LLP |
37 |
| American Capital Advisory, LLC |
37 |
| Linscomb & Williams, Inc. |
37 |
| UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
37 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
37 |
| Sugarloaf Wealth Management, LLC |
37 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
37 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
37 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
37 |
| Euclid Advisors LLC |
37 |
| Pinkerton Retirement Specialists, LLC |
37 |
| Cantor Fitzgerald, L. P. |
37 |
| Bowling Portfolio Management LLC |
37 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
37 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
37 |
| Dynamic Advisor Solutions LLC |
37 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
37 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
37 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
37 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
37 |
| Anson Funds Management LP |
37 |
| Cloud Capital Management, LLC |
37 |
| VSR Financial Services, Inc. |
37 |
| Bodri Capital Management, LLC |
37 |
| Gilder Gagnon Howe & Co Llc |
37 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
37 |
| Psagot Value Holdings Ltd. / (Israel) |
37 |
| FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C |
37 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
37 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
37 |
| Oceanic Investment Management LTD |
37 |
| FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund |
37 |
| Americana Partners, LLC |
37 |
| Norden Group Llc |
37 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
37 |
| Summit Financial Wealth Advisors, LLC |
37 |
| Blackrock Master Llc |
37 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
37 |
| Jnl Strategic Income Fund Llc |
37 |
| UniSuper Management Pty Ltd |
37 |
| NINE MASTS CAPITAL Ltd |
37 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
37 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
37 |
| SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
37 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
37 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
37 |
| Atomi Financial Group, Inc. |
37 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
37 |
| Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
37 |
| Thornburg Investment Management Inc |
37 |
| Raffles Associates Lp |
37 |
| Colonial Trust Co / SC |
37 |
| HighVista Strategies LLC |
37 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
37 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
37 |
| EJF Capital LLC |
37 |
| Callan Family Office, LLC |
37 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
37 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
37 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
37 |
| Quinn Opportunity Partners LLC |
37 |
| Leuthold Group, Llc |
37 |
| Jump Trading, Llc |
37 |
| Fidelity Central Investment Portfolios LLC - Fidelity Energy Central Fund |
37 |
| Beacon Capital Management, Inc. |
37 |
| First PREMIER Bank |
37 |
| K.J. Harrison & Partners Inc |
37 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
37 |
| Meiji Yasuda Asset Management Co Ltd. |
37 |
| Touchstone Investment Trust |
37 |
| Taconic Capital Advisors LP |
37 |
| Danske Bank A/s |
37 |
| Liberty Wealth Management Llc |
37 |
| Lake Point Wealth Management |
37 |
| Woodmont Investment Counsel Llc |
37 |
| Qtron Investments LLC |
37 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
36 |
| Belmont Global Advisors, Inc. |
36 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
36 |
| Wbi Investments, Inc. |
36 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
36 |
| ArrowMark Colorado Holdings LLC |
36 |
| Congress Asset Management Co /ma |
36 |
| TCG Advisory Services, LLC |
36 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
36 |
| BIGTX - Monteagle Funds - The Texas Fund Class I |
36 |
| Curio Wealth, Llc |
36 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
36 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
36 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
36 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
36 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
36 |
| Williams Jones & Associates LLC |
36 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
36 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
36 |
| Doubleline Income Solutions Fund |
36 |
| Apollo Management Holdings, L.P. |
36 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
36 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
36 |
| Scepter Holdings, Inc. |
36 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
36 |
| Roble, Belko & Company, Inc |
36 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
36 |
| TimesSquare Capital Management, LLC |
36 |
| R&F Capital Advisors LP |
36 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
36 |
| Pittenger & Anderson Inc |
36 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
36 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
36 |
| Baader Bank INC |
36 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
36 |
| FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund |
36 |
| Profunds - Profund Vp Small-cap Growth |
36 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
36 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
36 |
| SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares |
36 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
36 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
36 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
36 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
36 |
| IYE - iSHARES TRUST - iShares U.S. Energy ETF |
36 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
36 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
36 |
| Hanson & Doremus Investment Management |
36 |
| PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
36 |
| Richard Bernstein Advisors LLC |
36 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
36 |
| Legacy Investment Solutions, LLC |
36 |
| First National Bank Of Omaha |
36 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
36 |
| Putnam High Yield Trust |
36 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
36 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
36 |
| FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
36 |
| Gabelli Dividend & Income Trust |
36 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
36 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
36 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
36 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
36 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
36 |
| T. Rowe Price Investment Management, Inc. |
36 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
36 |
| Bradley Foster & Sargent Inc/ct |
36 |
| Fairfield, Bush & Co. |
36 |
| Intrust Bank Na |
36 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
36 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
36 |
| Mendota Financial Group, LLC |
36 |
| Burney Co/ |
36 |
| WR Wealth Planners, LLC |
36 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
36 |
| Blue Arrow Capital Management Llc |
36 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
36 |
| Sandler Capital Management |
36 |
| Avenue Income Credit Strategies Fund |
36 |
| HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
36 |
| Hilltop National Bank |
36 |
| Albion Financial Group /ut |
36 |
| Stephens Investment Management Group LLC |
36 |
| Credential Qtrade Securities Inc. |
36 |
| Nuveen Credit Opportunities 2022 Target Term Fund |
36 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
36 |
| Usaa Etf Trust |
36 |
| Knights of Columbus Asset Advisors LLC |
36 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
36 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
36 |
| Smallcap World Fund Inc |
36 |
| Nwam Llc |
36 |
| Wealthfront Advisers Llc |
36 |
| Barings Global Short Duration High Yield Fund |
36 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
36 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
36 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
36 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
36 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
36 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
36 |
| RFP Financial Group LLC |
36 |
| Corsair Capital Management, L.p. |
36 |
| BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
36 |
| First Midwest Bank Trust Division |
36 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
35 |
| Concord Wealth Partners |
35 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
35 |
| Cambiar Investors Llc |
35 |
| Oslo Asset Management ASA |
35 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
35 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
35 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
35 |
| Gf Fund Management Co. Ltd. |
35 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
35 |
| JBF Capital, Inc. |
35 |
| Polymer Capital Management (US) LLC |
35 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
35 |
| Calamos Wealth Management LLC |
35 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
35 |
| Royce Micro-cap Trust, Inc /md/ |
35 |
| Verdence Capital Advisors LLC |
35 |
| Gmt Capital Corp |
35 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
35 |
| Pinnacle Financial Partners Inc |
35 |
| Gargoyle Investment Advisor L.L.C. |
35 |
| Zurich Insurance Group Ltd/FI |
35 |
| Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF |
35 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
35 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
35 |
| Ferguson Wellman Capital Management, Inc |
35 |
| Delphi Management Inc /ma/ |
35 |
| Linden Advisors Lp |
35 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
35 |
| Hollow Brook Wealth Management LLC |
35 |
| JVL Advisors, L.L.C. |
35 |
| Cape Investment Advisory, Inc. |
35 |
| Private Wealth Asset Management, LLC |
35 |
| River Road Asset Management, LLC |
35 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
35 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
35 |
| Bourgeon Capital Management Llc |
35 |
| Palladium Partners Llc |
35 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
35 |
| Callahan Advisors, LLC |
35 |
| Moisand Fitzgerald Tamayo, LLC |
35 |
| Total Clarity Wealth Management, Inc. |
35 |
| Mn Services Vermogensbeheer B.V. |
35 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
35 |
| Voya Financial Advisors, Inc. |
35 |
| Deutsche Global High Income Fund, Inc. |
35 |
| TD Securities (USA) LLC |
35 |
| Redwood Wealth Management Group, LLC |
35 |
| Horizon Kinetics LLC |
35 |
| Ziegler Capital Management, LLC |
35 |
| Standard Life Investments LTD |
35 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
35 |
| Armstrong Advisory Group, Inc |
35 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
35 |
| Citizens Business Bank |
35 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
35 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
35 |
| ICA Group Wealth Management, LLC |
35 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
35 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
35 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
35 |
| Tsfg, Llc |
35 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
35 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
35 |
| Householder Group Estate & Retirement Specialist, LLC |
35 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
35 |
| Wealthsource Partners, Llc |
35 |
| Central Bank & Trust Co |
35 |
| Lloyds Banking Group plc |
35 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
35 |
| Twin Capital Management Inc |
35 |
| D L Carlson Investment Group Inc |
35 |
| Stonehage Fleming Financial Services Holdings Ltd |
35 |
| Alpine Woods Capital Investors, Llc |
35 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
35 |
| Cambridge Trust Co |
35 |
| Webster Bank, N. A. |
35 |
| Lenox Wealth Management, Inc. |
35 |
| Dalton Greiner Hartman Maher & Co |
35 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
35 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
35 |
| American Assets Investment Management, LLC |
35 |
| Trustmark National Bank Trust Department |
35 |
| Peapack Gladstone Financial Corp |
35 |
| Bluestein R H & Co |
35 |
| Keeley Asset Management Corp |
35 |
| BRC Investment Management LLC |
35 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
35 |
| Fruth Investment Management |
35 |
| Essex Financial Services, Inc. |
34 |
| V Wealth Advisors LLC |
34 |
| Pensionmark Financial Group, Llc |
34 |
| Keeley-Teton Advisors, LLC |
34 |
| Accurate Wealth Management, LLC |
34 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
34 |
| Chilton Investment Co Llc |
34 |
| TIG Advisors, LLC |
34 |
| Barrett Asset Management, LLC |
34 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
34 |
| PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
34 |
| Cromwell Holdings LLC |
34 |
| Westfield Capital Management Co Lp |
34 |
| Kestra Investment Management, LLC |
34 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
34 |
| Capstone Series Fund Inc |
34 |
| Steadfast Capital Management Lp |
34 |
| Legato Capital Management LLC |
34 |
| Pallas Capital Advisors LLC |
34 |
| Cribstone Capital Management, LLC |
34 |
| M Holdings Securities, Inc. |
34 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
34 |
| Delaware Management Holdings, Inc. |
34 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
34 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
34 |
| FEDERATED CORE TRUST - Emerging Markets Core Fund |
34 |
| HighTower Trust Services, LTA |
34 |
| NuWave Investment Management, LLC |
34 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
34 |
| Schechter Investment Advisors, LLC |
34 |
| Squar Milner Financial Services Llc |
34 |
| First City Capital Management, Inc. |
34 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
34 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
34 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
34 |
| Griffin Institutional Access Credit Fund |
34 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
34 |
| Beacon Capital Management, LLC |
34 |
| Kovitz Investment Group Partners, LLC |
34 |
| DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
34 |
| Advent Claymore Convertible Securities & Income Fund Ii |
34 |
| Precept Management LLC |
34 |
| LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
34 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
34 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
34 |
| Covalis Capital Llp |
34 |
| Measured Wealth Private Client Group, LLC |
34 |
| ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A |
34 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
34 |
| Park Place Capital Corp |
34 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
34 |
| RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
34 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
34 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
34 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
34 |
| American Research & Management Co. |
34 |
| Capital International Inc /ca/ |
34 |
| Wagner Wealth Management, Llc |
34 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
34 |
| Omnia Family Wealth, LLC |
34 |
| Ikos Cif Ltd |
34 |
| Redwood Investment Management, Llc |
34 |
| Quantessence Capital LLC |
34 |
| Centerpoint Advisors, LLC |
34 |
| Burt Wealth Advisors |
34 |
| DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
34 |
| BW Gestao de Investimentos Ltda. |
34 |
| Capital Asset Advisory Services LLC |
34 |
| Caitlin John, LLC |
34 |
| VR Advisory Services Ltd |
34 |
| IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A |
34 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
34 |
| Arrow Financial Corp |
34 |
| Accel Wealth Management |
34 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
34 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
34 |
| Cramer Rosenthal Mcglynn Llc |
34 |
| Mount Lucas Management LP |
34 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
34 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
34 |
| Pineridge Advisors LLC |
34 |
| Quotient Investors, LLC |
34 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
34 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
34 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
34 |
| Cornerstone Financial Management LLC |
34 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
34 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
34 |
| FRAK - VanEck Vectors ETF Trust - VanEck Vectors Unconventional Oil & Gas ETF |
34 |
| Genesee Valley Trust Co |
34 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
34 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
34 |
| IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
34 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
34 |
| Mariner Wealth Advisors-NYC, LLC |
34 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
34 |
| RFG Advisory, LLC |
34 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
34 |
| Rainier Investment Management Llc |
34 |
| Highland Capital Management Fund Advisors, L.p. |
34 |
| Sun Life Financial Inc |
34 |
| Gierl Augustine Investment Management Inc |
34 |
| River & Mercantile Asset Management Llp |
34 |
| SG Capital Management LLC |
34 |
| Arlington Partners LLC |
34 |
| Gallacher Capital Management LLC |
34 |
| KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
34 |
| Palmer Square Opportunistic Income Fund |
34 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
34 |
| Beck Mack & Oliver Llc |
34 |
| Norinchukin Bank, The |
34 |
| Glenmede Investment Management, LP |
34 |
| Kayne Anderson Energy Total Return Fund, Inc. |
34 |
| Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF |
34 |
| Cedar Mountain Advisors, LLC |
34 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
34 |
| Crestwood Advisors Group LLC |
34 |
| Ronald Blue & Co Llc |
34 |
| Verus Capital Partners, Llc |
34 |
| Handelsbanken Fonder AB |
34 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
33 |
| GHAAX - VanEck Funds - Global Hard Assets Fund Class A |
33 |
| Byrne Asset Management LLC |
33 |
| SeaBridge Investment Advisors LLC |
33 |
| Equitable Holdings, Inc. |
33 |
| Investment Centers Of America Inc |
33 |
| Reaves W H & Co Inc |
33 |
| M&g Investment Management Ltd |
33 |
| Oliver Luxxe Assets LLC |
33 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
33 |
| PGIM Short Duration High Yield Opportunities Fund |
33 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
33 |
| Royal Fund Management, LLC |
33 |
| Brasada Capital Management, Lp |
33 |
| University Of Texas/texas Am Investment Managment Co |
33 |
| Eurizon Capital SGR S.p.A. |
33 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
33 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
33 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
33 |
| Mill Creek Capital Advisors, LLC |
33 |
| Syon Capital Llc |
33 |
| PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
33 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
33 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
33 |
| Metis Global Partners, LLC |
33 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
33 |
| Columbia Wanger Asset Management Llc |
33 |
| DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas |
33 |
| Wakefield Asset Management LLLP |
33 |
| LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
33 |
| Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A |
33 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
33 |
| Cna Financial Corp |
33 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
33 |
| Virtus Total Return Fund |
33 |
| Wilmington Trust, National Association |
33 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
33 |
| Capital International Sarl |
33 |
| Sachetta, LLC |
33 |
| Nbt Bank N A /ny |
33 |
| Mesirow Financial Investment Management, Inc. |
33 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
33 |
| Harbour Capital Advisors, LLC |
33 |
| FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
33 |
| Pimco Corporate & Income Opportunity Fund |
33 |
| Arden Trust Co |
33 |
| PGGM Investments |
33 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
33 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
33 |
| Anchor Capital Advisors Llc |
33 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
33 |
| Bank Of Nova Scotia Trust Co |
33 |
| Woodstock Corp |
33 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
33 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
33 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
33 |
| Western Asset Managed High Income Fund Inc. |
33 |
| AllSquare Wealth Management LLC |
33 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
33 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
33 |
| Simmons Bank |
33 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
33 |
| HWG Holdings LP |
33 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
33 |
| VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class |
33 |
| Greenwood Capital Associates Llc |
33 |
| Perkins Investment Management, LLC |
33 |
| Center for Financial Planning, Inc. |
33 |
| Western Asset Middle Market Income Fund Inc. |
33 |
| Fayez Sarofim & Co |
33 |
| Farringdon Capital, Ltd. |
33 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
33 |
| Morningstar Investment Services LLC |
33 |
| Banco BTG Pactual S.A. |
33 |
| Paces Ferry Wealth Advisors, Llc |
33 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
33 |
| Lehman Financial Resources, Inc. |
33 |
| Traynor Capital Management, Inc. |
33 |
| Symmetry Investments LP |
33 |
| Nuveen Multi-market Income Fund |
33 |
| BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A |
33 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
33 |
| Endurance Wealth Management, Inc. |
33 |
| SYSTM Wealth Solutions LLC |
33 |
| Sterling Investment Advisors, Ltd. |
33 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
33 |
| Change Path, LLC |
33 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
33 |
| PartnerRe Asset Management CORP |
33 |
| Haberer Registered Investment Advisor Inc |
33 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
33 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
33 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
33 |
| Argent Trust Co |
33 |
| Samalin Investment Counsel, LLC |
33 |
| HN Saltoro Capital, LP |
33 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
33 |
| tru Independence LLC |
33 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
33 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
33 |
| IXC - iSHARES TRUST - iShares Global Energy ETF |
33 |
| Advent/claymore Enhanced Growth & Income Fund |
33 |
| Camarda Financial Advisors, LLC |
33 |
| Vigilant Capital Management, LLC |
33 |
| Quantedge Capital Pte Ltd |
33 |
| CSat Investment Advisory, L.P. |
33 |
| Girard Partners Ltd. |
33 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
33 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
33 |
| Kepos Capital LP |
33 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
33 |
| West Oak Capital, LLC |
33 |
| First Capital Advisors Group, LLC. |
33 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
32 |
| Meiji Yasuda Life Insurance Co |
32 |
| Searle & Co. |
32 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
32 |
| Intellectus Partners, LLC |
32 |
| Ferris Capital, Llc |
32 |
| X-Square Capital, LLC |
32 |
| Allen Investment Management LLC |
32 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
32 |
| Tributary Capital Management, LLC |
32 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
32 |
| Nuveen Core Equity Alpha Fund |
32 |
| Frontier Investment Mgmt Co |
32 |
| QUANTRES ASSET MANAGEMENT Ltd |
32 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
32 |
| New York Life Trust Co |
32 |
| Kcm Investment Advisors Llc |
32 |
| Zions Bancorporation, National Association /ut/ |
32 |
| Ares Financial Consulting, LLC |
32 |
| Welch & Forbes Llc |
32 |
| Harvest Management Llc |
32 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
32 |
| Monetary Management Group Inc |
32 |
| Fidelis Capital Partners, LLC |
32 |
| Interchange Capital Partners, LLC |
32 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
32 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
32 |
| Goldentree Asset Management Lp |
32 |
| Copeland Capital Management, LLC |
32 |
| Buckingham Strategic Wealth, Llc |
32 |
| J.Safra Asset Management Corp |
32 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class |
32 |
| Phoenix Holdings Ltd. |
32 |
| Regent Peak Wealth Advisors LLC |
32 |
| PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
32 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
32 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
32 |
| Fondren Management LP |
32 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
32 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
32 |
| Brighton Jones Llc |
32 |
| Pinz Capital Management, LP |
32 |
| Turtle Creek Wealth Advisors, LLC |
32 |
| Rakuten Securities, Inc. |
32 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
32 |
| CNB Bank |
32 |
| Solaris Asset Management Llc |
32 |
| Alden Global Capital LLC |
32 |
| OTA Financial Group L.P. |
32 |
| Frazier Financial Advisors, LLC |
32 |
| Intersect Capital LLC |
32 |
| New Age Alpha Advisors, LLC |
32 |
| BP Capital Fund Advisors, LLC |
32 |
| VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF |
32 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
32 |
| One Capital Management, LLC |
32 |
| USS Investment Management Ltd |
32 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
32 |
| Exxonmobil Investment Management Inc /tx |
32 |
| JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A |
32 |
| Virtus Total Return Fund Inc. |
32 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
32 |
| Carmignac Gestion |
32 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
32 |
| Register Financial Advisors LLC |
32 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
32 |
| Zazove Associates Llc |
32 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
32 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
32 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
32 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
32 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
32 |
| Tredje AP-fonden |
32 |
| Columbus Circle Investors |
32 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
32 |
| Nair Vinay |
32 |
| SailingStone Capital Partners LLC |
32 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
32 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
32 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
32 |
| Laird Norton Trust Company, Llc |
32 |
| 3G Capital Partners LP |
32 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
32 |
| Third Point LLC |
32 |
| Patten Group, Inc. |
32 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
32 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
32 |
| Old West Investment Management, LLC |
32 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
32 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
32 |
| Wealth Preservation Advisors, LLC |
32 |
| Echo Street Capital Management LLC |
32 |
| Elyxium Wealth, LLC |
32 |
| Deutsche High Income Trust |
32 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
32 |
| Western Asset Global Partners Income Fund Inc. |
32 |
| Longfellow Investment Management Co Llc |
32 |
| Kentucky Retirement Systems Insurance Trust Fund |
32 |
| Prentiss Smith & Co Inc |
32 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
32 |
| Haafor (Singapore) Pte. Ltd. |
32 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
32 |
| Signition Lp |
32 |
| Ninety One North America, Inc. |
32 |
| Schafer Cullen Capital Management Inc |
32 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
32 |
| Bp Plc |
32 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
32 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
32 |
| Cypress Asset Management Inc/tx |
32 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
32 |
| Bahl & Gaynor Inc |
32 |
| Putnam ETF Trust - Putnam ESG High Yield ETF - |
32 |
| Transce3nd, LLC |
32 |
| ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class |
32 |
| Clough Global Equity Fund |
31 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
31 |
| Heritage Wealth Management, Llc |
31 |
| Cassaday & Co Wealth Management LLC |
31 |
| Senator Investment Group LP |
31 |
| Heritage Trust Co |
31 |
| Schwartz Investment Counsel Inc |
31 |
| Nippon Life Global Investors Americas, Inc. |
31 |
| Forward Management, LLC |
31 |
| Legacy Advisors, LLC |
31 |
| RPG Investment Advisory, LLC |
31 |
| Procyon Private Wealth Partners, LLC |
31 |
| Western Asset Corporate Loan Fund Inc. |
31 |
| Brown Advisory Securities, LLC |
31 |
| Shufro Rose & Co Llc |
31 |
| Geduld E E |
31 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
31 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
31 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
31 |
| Torren Management, LLC |
31 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
31 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
31 |
| Verity Asset Management, Inc. |
31 |
| Castle Hook Partners LP |
31 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
31 |
| Truewealth Llc |
31 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
31 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
31 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
31 |
| Virtue Capital Management, LLC |
31 |
| Colonial Trust Advisors |
31 |
| BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF |
31 |
| FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares |
31 |
| Abacus Planning Group, Inc. |
31 |
| New England Research & Management, Inc. |
31 |
| DLD Asset Management, LP |
31 |
| Isthmus Partners, Llc |
31 |
| Elo Mutual Pension Insurance Co |
31 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
31 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
31 |
| Concert Wealth Management Inc. |
31 |
| Quaker Wealth Management, LLC |
31 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
31 |
| Fortress Investment Group LLC |
31 |
| Worldquant Millennium Advisors Llc |
31 |
| Vectors Research Management, LLC |
31 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
31 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
31 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
31 |
| First Bank & Trust |
31 |
| Gilpin Wealth Management, Llc |
31 |
| Nuveen Floating Rate Income Fund |
31 |
| Pimco High Income Fund |
31 |
| PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
31 |
| EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB |
31 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
31 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
31 |
| VisionPoint Advisory Group, LLC |
31 |
| Piermont Capital Management LLC |
31 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
31 |
| Oak Thistle LLC |
31 |
| HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
31 |
| Agf Management Ltd |
31 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
31 |
| Planned Solutions, Inc. |
31 |
| Allianzgi Equity & Convertible Income Fund |
31 |
| Visionary Asset Management, Inc. |
31 |
| SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A |
31 |
| Tiverton Asset Management Llc |
31 |
| Hcim Trust |
31 |
| GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
31 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
31 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
31 |
| Heck Capital Advisors, LLC |
31 |
| Silphium Asset Management Ltd |
31 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
31 |
| Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II |
31 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
31 |
| Knott David M |
31 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
31 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
31 |
| FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
31 |
| Banque Transatlantique SA |
31 |
| EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
31 |
| Montgomery Investment Management Inc |
31 |
| Brant Point Investment Management Llc |
31 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
31 |
| Nuveen High Income November 2021 Target Term Fund |
31 |
| Qci Asset Management Inc/ny |
31 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
31 |
| Saturna Capital CORP |
31 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
31 |
| Private Wealth Partners, LLC |
31 |
| Bellwether Advisors, LLC |
31 |
| Pimco Dynamic Income Fund |
31 |
| Park Avenue Institutional Advisers LLC |
31 |
| BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
31 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
31 |
| LMR Master Fund Ltd |
31 |
| Heritage Wealth Advisors |
31 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
31 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
31 |
| HighMark Wealth Management LLC |
31 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
31 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
31 |
| Clough Global Opportunities Fund |
31 |
| Old Second National Bank Of Aurora |
31 |
| Adviser Investments LLC |
30 |
| Ckw Financial Group |
30 |
| Choate Investment Advisors |
30 |
| Guinness Atkinson Asset Management Inc |
30 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
30 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
30 |
| National Pension Service |
30 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
30 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
30 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
30 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
30 |
| Signature Equity Partners, LLC |
30 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
30 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
30 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
30 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
30 |
| Security National Trust Co |
30 |
| FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
30 |
| Hoxton Financial, Inc. |
30 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
30 |
| ACG Wealth |
30 |
| Carnegie Capital Asset Management, LLC |
30 |
| Invenomic Capital Management LP |
30 |
| Wealth Quarterback LLC |
30 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
30 |
| Godsey & Gibb Associates |
30 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
30 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
30 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
30 |
| Rathbone Brothers plc |
30 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
30 |
| BOK Financial Private Wealth, Inc. |
30 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
30 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
30 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
30 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
30 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
30 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
30 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
30 |
| Black Maple Capital Management LP |
30 |
| MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
30 |
| SummerHaven Investment Management, LLC |
30 |
| Cleararc Capital Inc |
30 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
30 |
| Lebenthal Asset Management, LLC |
30 |
| WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
30 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
30 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
30 |
| Guardian Investor Services Llc |
30 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
30 |
| Forty4 Asset Management LLC |
30 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
30 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
30 |
| Horizon Kinetics Asset Management Llc |
30 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
30 |
| Great Valley Advisor Group, Inc. |
30 |
| Savior LLC |
30 |
| Paragon Capital Management Ltd |
30 |
| Well Done, LLC |
30 |
| Gladstone Institutional Advisory LLC |
30 |
| BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio |
30 |
| WealthTrust Fairport, LLC |
30 |
| Optima Capital Llc |
30 |
| Minichmacgregor Wealth Management, Llc |
30 |
| Meridian Wealth Management, LLC |
30 |
| Emerald Investment Partners, Llc |
30 |
| Bray Capital Advisors |
30 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
30 |
| Pimco Global Stocksplus & Income Fund |
30 |
| Lsp Investment Advisors, Llc |
30 |
| MYDA Advisors LLC |
30 |
| 180 Wealth Advisors, Llc |
30 |
| Worth Venture Partners, LLC |
30 |
| Huber Capital Management LLC |
30 |
| Trust Co Of Toledo Na /oh/ |
30 |
| GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares |
30 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
30 |
| Owl Creek Wealth Partners LLC |
30 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
30 |
| Moran Wealth Management, LLC |
30 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
30 |
| Global Trust Asset Management, LLC |
30 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
30 |
| Samlyn Capital, Llc |
30 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
30 |
| Voya Prime Rate Trust |
30 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
30 |
| West Paces Advisors Inc. |
30 |
| Laffer Investments |
30 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
30 |
| Nuveen Senior Income Fund |
30 |
| Nuveen Floating Rate Income Opportunity Fund |
30 |
| Nuveen Short Duration Credit Opportunities Fund |
30 |
| Principia Wealth Advisory, LLC |
30 |
| Highline Wealth Partners Llc |
30 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
30 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
30 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
30 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
30 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
30 |
| E&G Advisors, LP |
30 |
| Cooperman Leon G |
30 |
| Sig Brokerage, Lp |
30 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
30 |
| Ssga Master Trust |
30 |
| Pimco Income Opportunity Fund |
30 |
| Gdl Fund |
30 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
30 |
| BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
30 |
| Capital Innovations LLC |
29 |
| Ivory Investment Management, Llc |
29 |
| Chelsea Counsel Co |
29 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
29 |
| Leonard Capital Management, Inc |
29 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
29 |
| Pimco Corporate & Income Strategy Fund |
29 |
| EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
29 |
| PFG Investments, LLC |
29 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
29 |
| Pimco Income Strategy Fund Ii |
29 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
29 |
| IMS Capital Management |
29 |
| Benefit Street Partners LLC |
29 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
29 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
29 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
29 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
29 |
| Mach-1 Financial Group, Inc. |
29 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
29 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
29 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
29 |
| Blue Bell Private Wealth Management, Llc |
29 |
| Jabre Capital Partners S.A. |
29 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
29 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
29 |
| Moody Lynn & Lieberson, Llc |
29 |
| Rubric Capital Management LP |
29 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
29 |
| Guggenheim Credit Allocation Fund |
29 |
| Counsel Portfolio Services Inc. |
29 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
29 |
| CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
29 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
29 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
29 |
| Ashton Thomas Securities, Llc |
29 |
| TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
29 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
29 |
| Symphony Financial, Ltd. Co. |
29 |
| Nemes Rush Group LLC |
29 |
| St Germain D J Co Inc |
29 |
| CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
29 |
| Monument Capital Management |
29 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
29 |
| Bedel Financial Consulting, Inc. |
29 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
29 |
| Kings Point Capital Management |
29 |
| Investment Management Of Virginia Llc |
29 |
| Alpine Partners USVI, LLC |
29 |
| YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
29 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
29 |
| Fortis Advisors, LLC |
29 |
| Pimco Flexible Credit Income Fund |
29 |
| Gary Goldberg Planning Services Inc |
29 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
29 |
| LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund |
29 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
29 |
| AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
29 |
| Opal Wealth Advisors, LLC |
29 |
| Redwood Investments, LLC |
29 |
| Smith, Moore & Co. |
29 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
29 |
| NewEdge Wealth, LLC |
29 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
29 |
| FDO Partners, LLC |
29 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
29 |
| GoalVest Advisory LLC |
29 |
| Westend Capital Management LLC |
29 |
| Insight Capital Research & Management Inc |
29 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
29 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
29 |
| Antonetti Capital Management LLC |
29 |
| Ghisallo Capital Management LLC |
29 |
| Texas Capital Bank Wealth Management Services Inc |
29 |
| Suffolk Capital Management Llc |
29 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
29 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
29 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
29 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class |
29 |
| Kessler Investment Group, LLC |
29 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
29 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
29 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
29 |
| Todd Asset Management Llc |
29 |
| Williams Jones Wealth Management, LLC. |
29 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
29 |
| Green Square Capital Advisors Llc |
29 |
| Hennion & Walsh Asset Management, Inc. |
29 |
| Islay Capital Management, Llc |
29 |
| BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
29 |
| AT Bancorp |
29 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
29 |
| McGowan Group Asset Management, Inc. |
29 |
| Entrustpermal Partners Offshore Lp |
29 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
29 |
| Financial Network Wealth Advisors LLC |
29 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
29 |
| qPULA Trading Management LP |
29 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
29 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
29 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
29 |
| Arcadia Investment Management Corp/mi |
29 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
29 |
| Retirement Wealth Solutions LLC |
29 |
| SRB Corp |
29 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
29 |
| Nvwm, Llc |
29 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
29 |
| Balasa Dinverno & Foltz Llc |
29 |
| WealthStone, Inc. |
29 |
| Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A |
29 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
29 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
29 |
| Crow Point Partners, LLC |
29 |
| SkyView Investment Advisors, LLC |
29 |
| Polygon Management Ltd. |
29 |
| Alpha Windward Llc |
29 |
| Addison Advisors LLC |
29 |
| Easterly Investment Partners Llc |
29 |
| DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A |
29 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
29 |
| Axxcess Wealth Management, Llc |
29 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
29 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
29 |
| Vivaldi Asset Management, LLC |
29 |
| Stux Capital Management, LLC |
29 |
| Wealthbridge Capital Management, Llc |
29 |
| Berkley W R Corp |
29 |
| Southport Management, L.l.c. |
29 |
| Wall Street Associates |
29 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
29 |
| M&r Capital Management Inc |
29 |
| TD Capital Management LLC |
28 |
| Shenkman Capital Management Inc |
28 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
28 |
| Growth Fund Of America |
28 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
28 |
| Kiker Wealth Management, LLC |
28 |
| TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
28 |
| DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
28 |
| Foster & Motley Inc |
28 |
| McAdams Wright Ragen, Inc. |
28 |
| Americafirst Capital Management, Llc |
28 |
| McAdam, LLC |
28 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
28 |
| Bridgecreek Investment Management, LLC |
28 |
| Causeway Capital Management Llc |
28 |
| Epoch Investment Partners, Inc. |
28 |
| ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
28 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
28 |
| Ossiam |
28 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
28 |
| AGF Investments America Inc. |
28 |
| Ibex Wealth Advisors |
28 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
28 |
| Wrapmanager Inc |
28 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
28 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
28 |
| Columbus Hill Capital Management, L.P. |
28 |
| Sageworth Trust Co of South Dakota |
28 |
| Slate Path Capital LP |
28 |
| WealthTrust Axiom LLC |
28 |
| Albert D Mason Inc |
28 |
| Worth Asset Management, LLC |
28 |
| Stratton Management Co |
28 |
| Breton Hill Capital Ltd. |
28 |
| Logan Capital Management Inc |
28 |
| Moody Aldrich Partners Llc |
28 |
| Pimco Income Strategy Fund |
28 |
| Journey Strategic Wealth Llc |
28 |
| Pimco Strategic Income Fund, Inc |
28 |
| SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
28 |
| Scout Funds |
28 |
| Lee Danner & Bass Inc |
28 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
28 |
| Baker Ellis Asset Management LLC |
28 |
| VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
28 |
| Sentry Investments Corp. |
28 |
| Congress Wealth Management LLC / DE / |
28 |
| Amtrust Financial Services, Inc. |
28 |
| Gabelli Equity Trust Inc |
28 |
| Pacifica Partners Inc. |
28 |
| South Texas Money Management Ltd |
28 |
| Selective Wealth Management, Inc. |
28 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
28 |
| Arrow Investment Advisors, LLC |
28 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
28 |
| Western Asset/claymore Inflation-linked Securities & Income Fund |
28 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
28 |
| Stancorp Investment Advisers Inc |
28 |
| Cidel Asset Management Inc |
28 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
28 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
28 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
28 |
| Monroe Bank & Trust/mi |
28 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
28 |
| Sentinel Trust Co Lba |
28 |
| FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF |
28 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
28 |
| Alpha Omega Wealth Management LLC |
28 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
28 |
| Cognios Capital, LLC |
28 |
| Morgan Dempsey Capital Management Llc |
28 |
| Ipswich Investment Management Co., Inc. |
28 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
28 |
| ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class |
28 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
28 |
| Hallmark Capital Management Inc |
28 |
| Lavaca Capital Llc |
28 |
| Wetzel Investment Advisors, Inc. |
28 |
| First Command Financial Services, Inc. |
28 |
| First Command Bank |
28 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
28 |
| FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
28 |
| Stock Yards Bank & Trust Co |
28 |
| First Command Advisory Services, Inc. |
28 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
28 |
| Detwiler Fenton Investment Management LLC |
28 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
28 |
| Tdam Usa Inc. |
28 |
| American National Insurance Co /tx/ |
28 |
| Henderson Global Funds |
28 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
28 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
28 |
| Beck Capital Management, Llc |
28 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
28 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
28 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
28 |
| Arbiter Partners Capital Management LLC |
28 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
28 |
| Fifth Third Wealth Advisors LLC |
28 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
28 |
| Sentinel Asset Management, Inc. |
28 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
28 |
| IFM Investors Pty Ltd |
28 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
28 |
| Bank Julius Baer & Co. Ltd, Zurich |
28 |
| Klingenstein Fields & Co Lp |
28 |
| Migdal Insurance & Financial Holdings Ltd. |
28 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
28 |
| Adams Asset Advisors, LLC |
28 |
| Strategic Global Advisors, LLC |
28 |
| Hara Capital LLC |
28 |
| TEXN - iSHARES TRUST - iShares Texas Equity ETF |
28 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
28 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
28 |
| Afton Capital Management Llc |
28 |
| High Note Wealth, LLC |
28 |
| Penbrook Management LLC |
28 |
| Price Wealth Management, Inc. |
28 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
28 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
28 |
| Overland Advisors, LLC |
28 |
| ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
28 |
| QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
28 |
| Kula Investments, LLC |
28 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
28 |
| EHP Funds Inc. |
28 |
| Texas Capital Bancshares Inc/tx |
28 |
| Dogwood Wealth Management LLC |
28 |
| Pillar Pacific Capital Management Llc |
27 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
27 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
27 |
| Meeder Advisory Services, Inc. |
27 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
27 |
| GASL - Direxion Shares ETF Trust - Direxion Daily Natural Gas Related Bull 3X Shares |
27 |
| WHV Investments, Inc. |
27 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
27 |
| DV Trading LLC |
27 |
| Glendon Capital Management LP |
27 |
| Miller Value Partners, Llc |
27 |
| Reliance Trust Co Of Delaware |
27 |
| ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
27 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
27 |
| FSESX - FIDELITY SELECT PORTFOLIOS - Energy Service Portfolio |
27 |
| Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
27 |
| Franklin Templeton International Trust |
27 |
| Viking Global Investors Lp |
27 |
| Tejara Capital Ltd |
27 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
27 |
| Clough Global Dividend & Income Fund |
27 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
27 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
27 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
27 |
| Caldwell Securities, Inc |
27 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
27 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
27 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
27 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
27 |
| 111 Capital |
27 |
| Ada Investment Management, LP |
27 |
| Banyan Partners, LLC |
27 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
27 |
| Ameriflex Group, Inc. |
27 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
27 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
27 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
27 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
27 |
| Telluride Asset Management LLC |
27 |
| Capital Growth Management Lp |
27 |
| Personal Cfo Solutions, Llc |
27 |
| SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
27 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
27 |
| Pax World Management Llc |
27 |
| Mfs Intermarket Income Trust I |
27 |
| Thb Asset Management |
27 |
| First Foundation Advisors |
27 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
27 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
27 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
27 |
| Wedmont Private Capital |
27 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
27 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
27 |
| Talara Capital Management, LLC |
27 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
27 |
| VCGAX - VALIC Co I - Growth & Income Fund |
27 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
27 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
27 |
| Pimco Dynamic Credit & Mortgage Income Fund |
27 |
| SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF |
27 |
| Cumberland Partners Ltd |
27 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
27 |
| Aspire Private Capital, LLC |
27 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
27 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
27 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
27 |
| USVT - Ultimus Managers Trust - US VALUE ETF |
27 |
| Robotti Robert |
27 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
27 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
27 |
| Guinness Asset Management LTD |
27 |
| AHHX - Starboard Investment Trust - Adaptive High Income ETF |
27 |
| Retirement Group, LLC |
27 |
| Xact Kapitalforvaltning AB |
27 |
| Sterne Agee Group, Inc. |
27 |
| Tcw Strategic Income Fund Inc |
27 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
27 |
| Us Financial Advisors, Llc |
27 |
| Channing Capital Management, LLC |
27 |
| Allred Capital Management, LLC |
27 |
| Philadelphia Trust Co |
27 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
27 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
27 |
| Vanguard Windsor Funds |
27 |
| Sfmg, Llc |
27 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
27 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
27 |
| Washington Trust Advisors, Inc. |
27 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
27 |
| Sippican Capital Advisors |
27 |
| Equitable Trust Co |
27 |
| Guggenheim Taxable Municipal Managed Duration Trust |
27 |
| Mediolanum International Funds Ltd |
27 |
| FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund |
27 |
| Steel Peak Wealth Management LLC |
27 |
| Symmetry Partners, LLC |
27 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
27 |
| Hayman Capital Management, L.p. |
27 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
27 |
| Nuveen Multi-Asset Income Fund |
27 |
| Planning Capital Management Corp |
27 |
| JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF |
27 |
| Gilman Hill Asset Management, LLC |
27 |
| Abich Financial Wealth Management LLC |
27 |
| Putnam Global Natural Resources Fund |
27 |
| Tiger Eye Capital LLC |
27 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
27 |
| West Family Investments, Inc. |
27 |
| Nissay Asset Management Corp /japan/ /adv |
27 |
| Schneider Capital Management Corp |
27 |
| AMF Pensionsforsakring AB |
27 |
| Wilks Brothers, LLC |
27 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I |
27 |
| Trellus Management Company, LLC |
27 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
27 |
| Beaird Harris Wealth Management, LLC |
27 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
27 |
| Kingswood Wealth Advisors, Llc |
27 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
27 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
27 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
27 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
27 |
| Kamunting Street Capital Management, L.P. |
27 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
27 |
| IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
27 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
27 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
27 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
27 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
27 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
27 |
| V-Square Quantitative Management LLC |
27 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
27 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
27 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
27 |
| Ridgewood Investments LLC |
27 |
| DC Investments Management, LLC |
27 |
| PenderFund Capital Management Ltd. |
27 |
| GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund |
27 |
| Lincoln National Corp |
27 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
27 |
| First National Trust Co |
27 |
| Amerivest Investment Management LLC |
27 |
| SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
27 |
| Botty Investors LLC |
27 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
27 |
| Bard Associates Inc |
26 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
26 |
| Ruffer LLP |
26 |
| Integrated Advisors Network LLC |
26 |
| Stonehage Fleming (uk) Ltd |
26 |
| Pennsylvania Trust Co |
26 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
26 |
| Clarus Wealth Advisors |
26 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
26 |
| ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
26 |
| PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
26 |
| Manning & Napier Group, LLC |
26 |
| Diamond Hill Capital Management Inc |
26 |
| JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
26 |
| DAINX - Dunham Funds - Dunham International Stock Fund Class A |
26 |
| HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I |
26 |
| Ballew Advisors, Inc |
26 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
26 |
| Aris Wealth Services, Inc. |
26 |
| Pacitti Group Inc. |
26 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
26 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
26 |
| Mazama Capital Management Inc |
26 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
26 |
| Periscope Capital Inc. |
26 |
| Fortitude Advisory Group L.L.C. |
26 |
| Short Duration High Income Portfolio - Short Duration High Income Portfolio |
26 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
26 |
| Xtx Markets Llc |
26 |
| Putnam Fl Investment Management Co |
26 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
26 |
| Barings Participation Investors |
26 |
| Ironwood Financial, llc |
26 |
| B. Riley Financial, Inc. |
26 |
| NinePointTwo Capital |
26 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
26 |
| MU Investments Co., Ltd. |
26 |
| Glass Jacobson Investment Advisors llc |
26 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
26 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
26 |
| TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
26 |
| Bramshill Investments, LLC |
26 |
| Tiaa Cref Trust Co Fsb/mo |
26 |
| Bruderman Asset Management, LLC |
26 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
26 |
| BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional |
26 |
| FSA Wealth Management LLC |
26 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
26 |
| First Pacific Advisors, LP |
26 |
| Investment Management Corp of Ontario |
26 |
| PPM Funds - PPM Long Short Credit Fund (Inst) |
26 |
| Advisory Alpha, LLC |
26 |
| COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
26 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
26 |
| Caldwell Trust Co |
26 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
26 |
| Affinity Investment Advisors, Llc |
26 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
26 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
26 |
| PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
26 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
26 |
| Elm Ridge Management, LLC |
26 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
26 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
26 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
26 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
26 |
| Strategic Investment Solutions, Inc. /IL |
26 |
| Capital Wealth Planning, LLC |
26 |
| Mascoma Wealth Management LLC |
26 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
26 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
26 |
| Great Diamond Partners, LLC |
26 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
26 |
| Evolution Wealth Advisors, LLC |
26 |
| Summit Financial, LLC |
26 |
| Nelson Capital Management, LLC |
26 |
| Chiron Investment Management, LLC |
26 |
| Kiley Juergens Wealth Management, Llc |
26 |
| SOA Wealth Advisors, LLC. |
26 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
26 |
| ELCO Management Co., LLC |
26 |
| RYDEX VARIABLE TRUST - Energy Services Fund Variable Annuity |
26 |
| Laurel Wealth Advisors LLC |
26 |
| Gables Capital Management Inc. |
26 |
| Dai-Ichi Life Insurance Company, Ltd |
26 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
26 |
| Dividend Asset Capital, Llc |
26 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
26 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
26 |
| Rampart Investment Management Company, LLC |
26 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
26 |
| ARB - AltShares Trust - AltShares Merger Arbitrage ETF |
26 |
| Nwq Investment Management Company, Llc |
26 |
| Paulson & Co. Inc. |
26 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
26 |
| Investment Counselors Of Maryland Llc |
26 |
| Silverback Asset Management Llc |
26 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
26 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
26 |
| BKD Wealth Advisors, LLC |
26 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
26 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
26 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
26 |
| KIFAX - Forward Funds - Salient Select Income Fund Class A |
26 |
| Nuveen Credit Strategies Income Fund |
26 |
| Clear Street Llc |
26 |
| Saiers Capital, LLC |
26 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
26 |
| Orbis Allan Gray Ltd |
26 |
| RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund |
26 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
26 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
26 |
| Thompson Investment Management, Inc. |
26 |
| Cedar Wealth Management, LLC |
26 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
26 |
| Northwest Investment Counselors, Llc |
26 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
26 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
26 |
| Princeton Global Asset Management LLC |
26 |
| RYVIX - RYDEX SERIES FUNDS - Energy Services Fund Investor Class |
26 |
| HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
26 |
| Triangle Securities Wealth Management |
26 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
26 |
| MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
26 |
| Tyler-Stone Wealth Management |
26 |
| Fortem Financial Group, Llc |
26 |
| Dean Capital Management |
26 |
| Liberty All Star Equity Fund |
26 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
26 |
| IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A |
26 |
| PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund |
26 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
26 |
| Edge Capital Group, LLC |
26 |
| Loeb Partners Corp |
26 |
| Garrett Wealth Advisory Group, LLC |
26 |
| Legg Mason Investment Counsel & Trust Co., N.A. |
26 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
26 |
| Griffin Asset Management, Inc. |
26 |
| Gagnon Securities Llc |
26 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
26 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
26 |
| Energy Income Partners, LLC |
26 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
26 |
| Sentinel Group Funds Inc |
26 |
| Acorn Wealth Advisors, LLC |
26 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
26 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
26 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
26 |
| Zwj Investment Counsel Inc |
26 |
| DecisionPoint Financial, LLC |
26 |
| Bpv Family Of Funds |
26 |
| Beese Fulmer Investment Management, Inc. |
26 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
26 |
| Mcguire Capital Advisors Inc |
26 |
| Burnham Asset Management Corp /ny/ |
25 |
| Quilter Plc |
25 |
| B & T Capital Management DBA Alpha Capital Management |
25 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
25 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
25 |
| RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
25 |
| Loews Corp |
25 |
| Iberiabank Corp |
25 |
| CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF |
25 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
25 |
| Commonwealth Financial Services, LLC |
25 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
25 |
| Weaver Consulting Group |
25 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
25 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
25 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
25 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
25 |
| Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF |
25 |
| Roosevelt Investment Group Llc |
25 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
25 |
| Guardian Capital Advisors Lp |
25 |
| Credential Securities Inc. |
25 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
25 |
| Cion Ares Diversified Credit Fund |
25 |
| IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
25 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
25 |
| SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
25 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
25 |
| Equitec Specialists, Llc |
25 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
25 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
25 |
| MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
25 |
| Bremer Trust National Association |
25 |
| Aegis Financial Corp |
25 |
| Voya Senior Income Fund |
25 |
| Quantum Capital Management |
25 |
| Blackrock Resources & Commodities Strategy Trust |
25 |
| Providence Capital Advisors, LLC |
25 |
| Telemus Capital, Llc |
25 |
| Lloyd Advisory Services, LLC. |
25 |
| Bridges Investment Management Inc |
25 |
| General Electric Co |
25 |
| PSI Advisors, LLC |
25 |
| Seizert Capital Partners, Llc |
25 |
| Credit Suisse High Yield Bond Fund |
25 |
| Mountain Lake Investment Management LLC |
25 |
| Kaizen Advisory, Llc |
25 |
| Teamwork Financial Advisors, LLC |
25 |
| Friess Associates Llc |
25 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
25 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
25 |
| Highfields Capital Management Lp |
25 |
| Hilton Capital Management, LLC |
25 |
| MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
25 |
| BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
25 |
| P Schoenfeld Asset Management Lp |
25 |
| Broadview Advisors Llc |
25 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
25 |
| Covalent Partners LLC |
25 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
25 |
| BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares |
25 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
25 |
| CapWealth Advisors, LLC |
25 |
| Advisors Capital Management, LLC |
25 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
25 |
| Gofen & Glossberg Llc /il/ |
25 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
25 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
25 |
| GRES - IndexIQ ETF Trust - IQ Global Resources ETF |
25 |
| High Pointe Capital Management Llc |
25 |
| ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
25 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
25 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
25 |
| HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
25 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
25 |
| Goehring & Rozencwajg Associates, LLC |
25 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
25 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
25 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
25 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
25 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
25 |
| ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
25 |
| Field & Main Bank |
25 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
25 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
25 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
25 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
25 |
| GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A |
25 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
25 |
| KLCM Advisors, Inc. |
25 |
| Bank Of The West |
25 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
25 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
25 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
25 |
| Park National Corp /oh/ |
25 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
25 |
| MPS Loria Financial Planners, LLC |
25 |
| VitalStone Financial, LLC |
25 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
25 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
25 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
25 |
| WMS Partners, LLC |
25 |
| Osterweis Capital Management Inc |
25 |
| Redhawk Wealth Advisors, Inc. |
25 |
| Bienville Capital Management, LLC |
25 |
| Atticus Wealth Management, Llc |
25 |
| Snow Capital Management Lp |
25 |
| MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
25 |
| ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
25 |
| Chesley Taft & Associates LLC |
25 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
25 |
| Credit Suisse Asset Management Income Fund Inc |
25 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
25 |
| Foundations Investment Advisors, LLC |
25 |
| Governors Lane LP |
25 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
25 |
| B. Metzler seel. Sohn & Co. AG |
25 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
25 |
| Westover Capital Advisors, LLC |
25 |
| New Generation Advisors, Llc |
25 |
| Dixon Hughes Goodman Wealth Advisors LLC |
25 |
| Aviance Capital Partners, LLC |
25 |
| Silver Point Capital L.P. |
25 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
25 |
| Thoroughbred Financial Services, Llc |
25 |
| HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class |
25 |
| PRW Wealth Management LLC |
25 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
25 |
| Nalls Sherbakoff Group, Llc |
25 |
| Smith, Salley & Associates |
25 |
| Whipplewood Advisors, LLC |
24 |
| Pacific Global Investment Management Co |
24 |
| Godfrey Financial Associates, Inc. |
24 |
| Franklin Street Advisors Inc /nc |
24 |
| RWM Asset Management, LLC |
24 |
| Contrarian Capital Management, L.l.c. |
24 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
24 |
| Delos Wealth Advisors, LLC |
24 |
| Ohio National Investments, Inc. |
24 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
24 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
24 |
| Clearview Wealth Advisors LLC |
24 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
24 |
| Bronson Point Management LLC |
24 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
24 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 |
24 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
24 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
24 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
24 |
| AVALX - AEGIS FUNDS - Aegis Value Fund Class I |
24 |
| SRTTX - SMA RELATIONSHIP TRUST - Series T |
24 |
| Ten Capital Wealth Advisors, LLC |
24 |
| Founders Financial Alliance, LLC |
24 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
24 |
| XES - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF |
24 |
| Wilmington Trust Investment Management, LLC |
24 |
| Thomasville National Bank |
24 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
24 |
| Executive Wealth Management, LLC |
24 |
| Harris Associates L P |
24 |
| Seeyond |
24 |
| Sii Investments Inc/wi |
24 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
24 |
| Asahi Life Asset Management Co., Ltd. |
24 |
| Rice Hall James & Associates, Llc |
24 |
| RGT Wealth Advisors, LLC |
24 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
24 |
| Jackson Hole Capital Partners, LLC |
24 |
| NorthCrest Asset Manangement, LLC |
24 |
| North Star Asset Management Inc |
24 |
| Nachman Norwood & Parrott, Inc |
24 |
| Saxon Interests, Inc. |
24 |
| Northwest Wealth Management, Llc |
24 |
| ACK Asset Management LLC |
24 |
| CHURCHILL MANAGEMENT Corp |
24 |
| Polianta Ltd |
24 |
| Silvant Capital Management LLC |
24 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
24 |
| Masters Capital Management Llc |
24 |
| Harvey Capital Management Inc |
24 |
| Certified Advisory Corp |
24 |
| City State Bank |
24 |
| Banco de Sabadell, S.A |
24 |
| Lake Street Advisors Group, Llc |
24 |
| Baines Creek Capital, LLC |
24 |
| Institute for Wealth Management, LLC. |
24 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
24 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
24 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
24 |
| Carillon Tower Advisers, Inc. |
24 |
| Santori & Peters, Inc. |
24 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
24 |
| Carmichael Hill & Associates, Inc. |
24 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
24 |
| CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
24 |
| Triasima Portfolio Management inc. |
24 |
| NorthRock Partners, LLC |
24 |
| CT Financial Advisors LLC |
24 |
| KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A |
24 |
| Warberg Asset Management LLC |
24 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
24 |
| HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
24 |
| Clear Perspective Advisors, LLC |
24 |
| BUYN - USCF ETF Trust - USCF SummerHaven SHPEN Index Fund |
24 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
24 |
| Financial Engines Advisors L.L.C. |
24 |
| Fiduciary Alliance LLC |
24 |
| Western Asset Middle Market Debt Fund Inc. |
24 |
| MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
24 |
| Icon Wealth Advisors, LLC |
24 |
| Whitnell & Co. |
24 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
24 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
24 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
24 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
24 |
| Reinhart Partners, Inc. |
24 |
| Croft-leominster Inc |
24 |
| First Heartland Consultants, Inc. |
24 |
| Boston Trust Walden Corp |
24 |
| Laurel Wealth Advisors, Inc. |
24 |
| Lasry Marc |
24 |
| EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF |
24 |
| Price Michael F |
24 |
| Adell Harriman & Carpenter Inc |
24 |
| Frank, Rimerman Advisors LLC |
24 |
| VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
24 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
24 |
| IEZ - iSHARES TRUST - iShares U.S. Oil Equipment & Services ETF |
24 |
| Goldman Sachs Asset Management, L.p. |
24 |
| High Point Bank & Trust Co |
24 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
24 |
| BancorpSouth Inc |
24 |
| Duff & Phelps Investment Management Co |
24 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
24 |
| Caldwell & Orkin Inc |
24 |
| Fdp Series, Inc. |
24 |
| Gabelli Equity Series Funds Inc |
24 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
24 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
24 |
| Anfield Capital Management, LLC |
24 |
| Glenorchy Capital Ltd |
24 |
| DSAM Partners (London) Ltd |
24 |
| Plato Investment Management Ltd |
24 |
| Ares Management Llc |
24 |
| Sumitomo Life Insurance Co |
24 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
24 |
| Carolina Wealth Advisors, LLC |
24 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
24 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
24 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
24 |
| Fernwood Investment Management, LLC |
24 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
24 |
| LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
24 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
24 |
| Marietta Investment Partners Llc |
24 |
| Central Pacific Bank - Trust Division |
24 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
24 |
| Global Endowment Management, LP |
24 |
| Quadrature Capital LLP |
24 |
| Lisanti Capital Growth, LLC |
24 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
24 |
| Napier Park Global Capital (US) LP |
24 |
| Platte River Capital LLC |
24 |
| Cubic Asset Management, LLC |
24 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
24 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
24 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
24 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
24 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
24 |
| Destination Wealth Management |
24 |
| Alpha Cubed Investments, LLC |
24 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
24 |
| Harvard Management Co Inc |
24 |
| PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
24 |
| Barings Corporate Investors |
24 |
| Parkworth Wealth Management, Inc. |
24 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
24 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
24 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
24 |
| WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class |
24 |
| Castle Creek Arbitrage, LLC |
24 |
| ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
24 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
24 |
| Northern Oak Wealth Management Inc |
24 |
| White Pine Capital Llc |
24 |
| Independent Financial Group, Llc |
24 |
| Malaga Cove Capital, LLC |
24 |
| Canandaigua National Bank & Trust Co |
24 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
24 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
24 |
| Nations Financial Group Inc, /ia/ /adv |
24 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
23 |
| LBA Wealth Management, LLC |
23 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
23 |
| Fort Baker Capital Management LP |
23 |
| TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
23 |
| Aventura Private Wealth, LLC |
23 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
23 |
| Mhi Funds, Llc |
23 |
| MorganRosel Wealth Management, LLC |
23 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
23 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
23 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
23 |
| Simply Money Advisors |
23 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
23 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
23 |
| Strategic Blueprint, LLC |
23 |
| ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund |
23 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
23 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
23 |
| Cookson Peirce & Co Inc |
23 |
| Spdr S&p Midcap 400 Etf Trust |
23 |
| ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
23 |
| BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF |
23 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
23 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
23 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
23 |
| Edge Asset Management, Inc |
23 |
| Financial Sense Advisors, Inc. |
23 |
| Groupama Asset Managment |
23 |
| Ogorek Anthony Joseph /ny/ /adv |
23 |
| Stratos Wealth Advisors, LLC |
23 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
23 |
| SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A |
23 |
| McCarthy Asset Management, Inc. |
23 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
23 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
23 |
| SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
23 |
| KAMES CAPITAL plc |
23 |
| FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
23 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
23 |
| AustralianSuper Pty Ltd |
23 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
23 |
| Marino, Stram & Associates Llc |
23 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
23 |
| Richardson Financial Services Inc. |
23 |
| Essex Savings Bank |
23 |
| SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
23 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
23 |
| Range Financial Group LLC |
23 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
23 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
23 |
| Clear Investment Research, Llc |
23 |
| Personal Capital Advisors Corp |
23 |
| J. Safra Sarasin Holding AG |
23 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
23 |
| Harbor Advisors LLC |
23 |
| Evermay Wealth Management Llc |
23 |
| Provenance Wealth Advisors, LLC |
23 |
| VestGen Advisors, LLC |
23 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
23 |
| Dakota Wealth Management |
23 |
| Reynolds Capital Management Llc |
23 |
| REAP Financial Group, LLC |
23 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
23 |
| Indiana Trust & Investment Management CO |
23 |
| Annandale Capital, LLC |
23 |
| Spectrum Management Group, LLC |
23 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
23 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
23 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
23 |
| Glenview Trust Co |
23 |
| Global Wealth Strategies & Associates |
23 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
23 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
23 |
| Radnor Capital Management, LLC |
23 |
| Unigestion Holding SA |
23 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
23 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
23 |
| Halbert Hargrove Global Advisors, Llc |
23 |
| Greenline Partners, LLC |
23 |
| MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund |
23 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
23 |
| Northeast Financial Consultants Inc |
23 |
| Marquette Asset Management, LLC |
23 |
| Private Bank & Trust Co |
23 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
23 |
| Trust Asset Management LLC |
23 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
23 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
23 |
| Lion Point Capital, LP |
23 |
| York Capital Management Global Advisors, LLC |
23 |
| GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional |
23 |
| Duquesne Family Office LLC |
23 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
23 |
| Northwestern Mutual Investment Services Llc |
23 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
23 |
| Bridgeworth, LLC |
23 |
| Trilogy Capital Inc. |
23 |
| TrimTabs Asset Management, LLC |
23 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
23 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
23 |
| FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
23 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
23 |
| JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
23 |
| Homrich & Berg |
23 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
23 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
23 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
23 |
| Mountain Capital Investment Advisors, Inc |
23 |
| Deseret Mutual Benefit Administrators |
23 |
| MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A |
23 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
23 |
| Murphy Capital Management Inc |
23 |
| Gruss & Co., LLC |
23 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
23 |
| Profunds - Profund Vp Ultramid-cap |
23 |
| Exane Asset Management |
23 |
| Woodward Diversified Capital, Llc |
23 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
23 |
| OEPIX - Profunds - Oil Equipment & Services Ultrasector Profund Investor Class |
23 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
23 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
23 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
23 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
23 |
| Ford Financial Group, LLC |
23 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
23 |
| Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio |
23 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
23 |
| Hellman Jordan Management Co Inc /ma/ |
23 |
| XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
23 |
| Managed High Yield Plus Fund Inc |
23 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
23 |
| SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I |
23 |
| Bfsg, Llc |
23 |
| Guyasuta Investment Advisors Inc |
23 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
23 |
| IAG Wealth Partners, LLC |
23 |
| Burns Matteson Capital Management, LLC |
23 |
| Drive Wealth Management, Llc |
23 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
23 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
23 |
| PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
23 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
23 |
| RWC Asset Management LLP |
23 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
23 |
| Df Dent & Co Inc |
23 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
23 |
| CHIIX - Starboard Investment Trust - Cavalier Hedged High Income Fund Institutional Class Shares |
23 |
| Cheyne Capital Management (UK) LLP |
23 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
23 |
| Beach Investment Counsel Inc/pa |
23 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
23 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
23 |
| Moloney Securities Asset Management, LLC |
23 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
23 |
| SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A |
23 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
23 |
| Osborn Rohs Williams & Donohoe Ltd |
23 |
| Strengthening Families & Communities, LLC |
23 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
23 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
23 |
| Silicon Valley Capital Partners |
23 |
| Courier Capital Llc |
23 |
| Diameter Capital Partners LP |
23 |
| WESPAC Advisors SoCal, LLC |
23 |
| Kingfisher Capital LLC |
23 |
| Semanteon Capital Management, LP |
23 |
| Gilliland Jeter Wealth Management LLC |
23 |
| RPAR - Tidal ETF Trust - RPAR Risk Parity ETF |
23 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
23 |
| Shaolin Capital Management LLC |
23 |
| SWS Partners |
23 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
23 |
| Clearbridge, Llc |
23 |
| PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
23 |
| AXA Investment Managers S.A. |
22 |
| S&co Inc |
22 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
22 |
| Western Asset Management Company, LLC |
22 |
| Kimmeridge Energy Management Company, LLC |
22 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
22 |
| Doyle Wealth Management |
22 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
22 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
22 |
| Global Assets Advisory, LLC |
22 |
| JCIC Asset Management Inc. |
22 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
22 |
| Lonestar Capital Management LLC |
22 |
| Zrc Wealth Management, Llc |
22 |
| SWAN Capital LLC |
22 |
| PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
22 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
22 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
22 |
| Pier Capital, LLC |
22 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
22 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
22 |
| Oppenheimer Steelpath Panoramic Fund |
22 |
| OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
22 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
22 |
| Primecap Management Co/ca/ |
22 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
22 |
| TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A |
22 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
22 |
| iA Global Asset Management Inc. |
22 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
22 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
22 |
| Bbr Partners, Llc |
22 |
| Wellington Grp LLC |
22 |
| Advantage Alpha Capital Partners LP |
22 |
| Gendell Jeffrey L |
22 |
| MidFirst Bank |
22 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
22 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
22 |
| Clarus Group, Inc. |
22 |
| Hawkins Capital L.P. |
22 |
| Holistic Financial Partners |
22 |
| ARGI Investment Services, LLC |
22 |
| Impala Asset Management LLC |
22 |
| SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
22 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
22 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
22 |
| Stansberry Asset Management, Llc |
22 |
| Kathmere Capital Management, LLC |
22 |
| LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
22 |
| FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
22 |
| Parisi Gray Wealth Management |
22 |
| FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund |
22 |
| New England Asset Management Inc |
22 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
22 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
22 |
| IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares |
22 |
| AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
22 |
| Grace Capital |
22 |
| Custom Index Systems, Llc |
22 |
| Sapient Capital Llc |
22 |
| CBIZ Investment Advisory Services, LLC |
22 |
| Innovative Asset Advisors Group, LLC |
22 |
| Buckingham Capital Management Inc |
22 |
| BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
22 |
| Marathon Asset Management Lp |
22 |
| Hilton Head Capital Partners, LLC |
22 |
| Oarsman Capital, Inc. |
22 |
| Portola Group Inc /ca |
22 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
22 |
| Bbva Usa |
22 |
| Principal Diversified Select Real Asset Fund |
22 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
22 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
22 |
| Rossmore Private Capital |
22 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
22 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
22 |
| Deutsche Value Series, Inc |
22 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
22 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
22 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
22 |
| Claybrook Capital, LLC |
22 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
22 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
22 |
| YHB Investment Advisors, Inc. |
22 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
22 |
| Kowal Investment Group, LLC |
22 |
| Elgethun Capital Management |
22 |
| Triad Wealth Partners, LLC |
22 |
| SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
22 |
| Mbb Public Markets I Llc |
22 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
22 |
| Intrua Financial, LLC |
22 |
| Canton Hathaway, LLC |
22 |
| Gen-Wealth Partners Inc |
22 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
22 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
22 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
22 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
22 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
22 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
22 |
| Red Tortoise LLC |
22 |
| Brown, Lisle/cummings, Inc. |
22 |
| Tectonic Advisors Llc |
22 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
22 |
| Industrial Alliance Investment Management Inc. |
22 |
| Peregrine Asset Advisers, Inc. |
22 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
22 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
22 |
| Punch & Associates Investment Management, Inc. |
22 |
| Pcm Fund, Inc. |
22 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
22 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
22 |
| ORG Wealth Partners, LLC |
22 |
| Cypress Capital Group |
22 |
| Braun Stacey Associates Inc |
22 |
| Reuter James Wealth Management, Llc |
22 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
22 |
| Greenwich Wealth Management LLC |
22 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
22 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
22 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
22 |
| Allianz Se |
22 |
| Exchange Capital Management, Inc. |
22 |
| Family Management Corp |
22 |
| Yellowstone Partners, LLC |
22 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
22 |
| Wintrust Investments Llc |
22 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
22 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
22 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
22 |
| Cascade Investment Advisors, Inc. |
22 |
| PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
22 |
| PXJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Oil & Gas Services ETF |
22 |
| AlphaOne Investment Services, LLC |
22 |
| Century Capital Management, LLC |
22 |
| Delphi Private Advisors LLC |
22 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
22 |
| Harwood Advisory Group, LLC |
22 |
| Bryce Point Capital, LLC |
22 |
| Resona Asset Management Co.,Ltd. |
22 |
| Sumit Capital, Llc |
22 |
| Community Financial Services Group, LLC |
22 |
| VBCVX - VALIC Co I - Systematic Value Fund |
22 |
| Raiffeisen Bank International AG |
22 |
| Beck Bode, LLC |
22 |
| North Dakota State Investment Board |
22 |
| Alaska Permanent Fund Corp |
22 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
22 |
| Ruggie Capital Group |
22 |
| MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF |
22 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
22 |
| Chesapeake Asset Management Llc |
22 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
22 |
| Bryn Mawr Capital Management Inc |
22 |
| Himco Variable Insurance Trust |
22 |
| Nuveen High Income 2020 Target Term Fund |
22 |
| Capital A Wealth Management, LLC |
22 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
22 |
| Berkshire Asset Management Llc/pa |
22 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
22 |
| Altfest L J & Co Inc |
22 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
22 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
22 |
| Garde Capital, Inc. |
22 |
| CI Global Investments Inc. |
22 |
| HGC Investment Management Inc. |
22 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
22 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
22 |
| CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
22 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
22 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
22 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
22 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
22 |
| COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
22 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
22 |
| Gladius Capital Management LP |
22 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
22 |
| LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
22 |
| Wall Street Access Asset Management, LLC |
22 |
| GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
22 |
| New Jersey Better Educational Savings Trust |
22 |
| MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
22 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
22 |
| Jarislowsky, Fraser Ltd |
22 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
22 |
| IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
22 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
22 |
| Psagot Investment House Ltd. |
22 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
22 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
22 |
| Carret Asset Management, Llc |
22 |
| Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) |
22 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
22 |
| Clarfeld Financial Advisors, Llc |
21 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
21 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
21 |
| Medallion Wealth Advisors, LLC |
21 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
21 |
| Peoples Financial Services Corp. |
21 |
| CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
21 |
| Harvest Fund Advisors LLC |
21 |
| IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B |
21 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
21 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
21 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
21 |
| CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
21 |
| Legacy Capital Group California, Inc. |
21 |
| Charter Trust Co |
21 |
| THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
21 |
| SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
21 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
21 |
| Olistico Wealth, LLC |
21 |
| Turner Funds |
21 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
21 |
| MidWestOne Financial Group, Inc. |
21 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
21 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
21 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
21 |
| EULAV Asset Management |
21 |
| Nuveen Fund Advisors, LLC |
21 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
21 |
| Financial Perspectives, Inc |
21 |
| Clear Creek Financial Management, LLC |
21 |
| PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF |
21 |
| Storebrand Asset Management As |
21 |
| American Funds Fundamental Investors |
21 |
| Unison Advisors LLC |
21 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
21 |
| BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
21 |
| Doheny Asset Management /ca |
21 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
21 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
21 |
| Pzena Investment Management Llc |
21 |
| Insigneo Advisory Services, Llc |
21 |
| Carnick & Kubik, LLC |
21 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
21 |
| Friedenthal Financial |
21 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
21 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
21 |
| Blackrock Floating Rate Income Trust |
21 |
| Transcend Wealth Collective, Llc |
21 |
| Galaxy Capital Trading Ltd |
21 |
| Rainier Investment Management Mutual Funds |
21 |
| Morse Asset Management, Inc |
21 |
| Courage Capital Management Llc |
21 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
21 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
21 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
21 |
| Cardinal Capital Management Llc /ct |
21 |
| DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF |
21 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
21 |
| QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
21 |
| Lebenthal Global Advisors, LLC |
21 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
21 |
| OIH - VanEck Vectors ETF Trust - VanEck Vectors Oil Services ETF |
21 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
21 |
| HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I |
21 |
| Astenbeck Capital Management LLC |
21 |
| Binnacle Investments Inc |
21 |
| Ovata Capital Management Ltd |
21 |
| MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
21 |
| Palouse Capital Management, Inc. |
21 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
21 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
21 |
| LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A |
21 |
| Cyrus Capital Partners, L.p. |
21 |
| Copper Rock Capital Partners, LLC |
21 |
| FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF |
21 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
21 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
21 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
21 |
| Red Door Wealth Management, LLC |
21 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
21 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
21 |
| Coastline Trust Co |
21 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
21 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
21 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
21 |
| Haverford Trust Co |
21 |
| IFG Advisory, LLC |
21 |
| Portside Wealth Group, LLC |
21 |
| OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
21 |
| Corbenic Partners LLC |
21 |
| Argent Advisors, Inc. |
21 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
21 |
| PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
21 |
| Cowa, Llc |
21 |
| Sterneck Capital Management, LLC |
21 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
21 |
| Pickering Energy Partners Lp |
21 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
21 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
21 |
| Fulcrum Asset Management LLP |
21 |
| KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
21 |
| Ibex Investors LLC |
21 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
21 |
| Profunds - Profund Vp Mid-cap Value |
21 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
21 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
21 |
| Redpoint Investment Management Pty Ltd |
21 |
| De Lisle Partners LLP |
21 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
21 |
| JS Capital Management LLC |
21 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
21 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
21 |
| Steigerwald, Gordon & Koch Inc. |
21 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
21 |
| SPX Equities Gestao de Recursos Ltda |
21 |
| LNZ Capital LP |
21 |
| Park Square Financial Group, LLC |
21 |
| IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF |
21 |
| Heritage Investors Management Corp |
21 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
21 |
| Tuttle Tactical Management LLC |
21 |
| Israel Discount Bank of New York |
21 |
| Kohmann Bosshard Financial Services, LLC |
21 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
21 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
21 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
21 |
| Beaconlight Capital, Llc |
21 |
| Adams Diversified Equity Fund, Inc. |
21 |
| Nbw Capital Llc |
21 |
| B. Metzler seel. Sohn & Co. Holding AG |
21 |
| Miles Capital, Inc. |
21 |
| Global Financial Private Capital, LLC |
21 |
| West Branch Capital LLC |
21 |
| Bellevue Asset Management, Llc |
21 |
| PHH Investments, Ltd. |
21 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
21 |
| Sanders Capital, LLC |
21 |
| Hurley Capital, LLC |
21 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
21 |
| Violich Capital Management, Inc. |
21 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
21 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
21 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
21 |
| Close Asset Management Ltd |
21 |
| Nkcfo Llc |
21 |
| UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF |
21 |
| Charter Oak Capital Management, LLC |
21 |
| Kerrisdale Advisers, LLC |
21 |
| Credit Capital Investments LLC |
21 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
21 |
| Frec Markets, Inc. |
21 |
| Stonebridge Capital Management Inc |
21 |
| Evolve Private Wealth, Llc |
21 |
| HSBC FUNDS - HSBC Strategic Income Fund Class A |
21 |
| Goodman Financial Corp |
21 |
| Gabelli Global Utility & Income Trust |
21 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
21 |
| Oak Ridge Investments Llc |
21 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
21 |
| NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
21 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
21 |
| Personal Wealth Partners |
21 |
| FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
21 |
| Country Club Trust Company, n.a. |
21 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
21 |
| BlackRock ETF Trust II - BlackRock High Yield ETF |
21 |
| Centre Asset Management, LLC |
21 |
| DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
21 |
| Sivia Capital Partners, LLC |
21 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
21 |
| Mercer Capital Advisers, Inc. |
21 |
| Cfs, Llc |
21 |
| Rokos Capital Management LLP |
21 |
| Teilinger Capital Ltd. |
21 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
21 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
21 |
| Ascent Group, LLC |
21 |
| Global Wealth Management Investment Advisory, Inc. |
21 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
21 |
| Piper Sandler & Co. |
21 |
| Dowling & Yahnke Llc |
21 |
| SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I |
21 |
| Marco Investment Management Llc |
21 |
| Stokes Family Office, LLC |
21 |
| Longbow Capital Partners, L.P. |
21 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
21 |
| Dv Equities, Llc |
21 |
| RMR Wealth Builders |
21 |
| Willingdon Wealth Management |
21 |
| Solstein Capital, LLC |
21 |
| Gabelli Utility Trust |
21 |
| Telemark Asset Management, LLC |
21 |
| HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
21 |
| DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I |
21 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
21 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
21 |
| Third Avenue Management Llc |
21 |
| Naples Global Advisors, Llc |
21 |
| RiverPoint Capital Management, LLC |
21 |
| Deroy & Devereaux Private Investment Counsel Inc |
21 |
| Rivernorth Capital Management, Llc |
20 |
| Cannell Capital Llc |
20 |
| Apex Capital, Llc |
20 |
| Brookfield Public Securities Group LLC |
20 |
| Wcm Investment Management, Llc |
20 |
| Dodge & Cox |
20 |
| Canyon Capital Advisors Llc |
20 |
| Paradigm Capital Management Inc/ny |
20 |
| Marathon Capital Management |
20 |
| Contrarius Investment Management Ltd |
20 |
| Hall Laurie J Trustee |
20 |
| Granahan Investment Management Inc/ma |
20 |
| Argent Capital Management Llc |
20 |
| Cupps Capital Management, LLC |
20 |
| Cypress Funds Llc |
20 |
| Everett Harris & Co /ca/ |
20 |
| Baldwin Investment Management, LLC |
20 |
| Douglass Winthrop Advisors, LLC |
20 |
| First National Bank Sioux Falls |
20 |
| LifePlan Financial Group, Inc |
20 |
| Gerstein Fisher |
20 |
| ARGA Investment Management, LP |
20 |
| Edmond De Rothschild Asset Management (france) |
20 |
| Edmond De Rothschild (suisse) S.a. |
20 |
| America First Investment Advisors, LLC |
20 |
| Pointe Capital Management LLC |
20 |
| Hgk Asset Management Inc |
20 |
| Strategy Asset Managers Llc |
20 |
| Goelzer Investment Management, Inc. |
20 |
| Fortaleza Asset Management Inc/ |
20 |
| Shikiar Asset Management Inc |
20 |
| Camelot Portfolios, LLC |
20 |
| Murphy Pohlad Asset Management LLC |
20 |
| Capital Impact Advisors, LLC |
20 |
| Atherton Lane Advisers, Llc |
20 |
| TradeLink Capital LLC |
20 |
| Annex Advisory Services, LLC |
20 |
| FormulaFolio Investments, LLC |
20 |
| CenturyLink Investment Management Co |
20 |
| Hartwell J M Limited Partnership |
20 |
| Banced Corp |
20 |
| Daiwa SB Investments Ltd. |
20 |
| Patton Albertson Miller Group, Llc |
20 |
| Lyon Street Capital, LLC |
20 |
| Gratus Capital LLC |
20 |
| United Asset Strategies, Inc. |
20 |
| Palisade Asset Management, LLC |
20 |
| Live Your Vision, LLC |
20 |
| General American Investors Co Inc |
20 |
| Boyd Watterson Asset Management Llc/oh |
20 |
| PCJ Investment Counsel Ltd. |
20 |
| Odey Asset Management Group Ltd |
20 |
| Sandhill Capital Partners LLC |
20 |
| LVW Advisors, LLC |
20 |
| GM Advisory Group, Inc. |
20 |
| Aristotle Capital Management, LLC |
20 |
| Chicago Capital Management, LLC |
20 |
| State Farm Mutual Automobile Insurance Co |
20 |
| Clean Yield Group |
20 |
| Clarius Group, LLC |
20 |
| Bolton Lp |
20 |
| Maple Rock Capital Partners Inc. |
20 |
| Fort Point Capital Partners LLC |
20 |
| Adirondack Research & Management Inc. |
20 |
| Reliant Investment Management, LLC |
20 |
| FS Global Credit Opportunities Fund |
20 |
| Sarofim Fayez |
20 |
| Kettle Hill Capital Management, Llc |
20 |
| Total Investment Management Inc |
20 |
| Intercontinental Wealth Advisors, LLC |
20 |
| Oppenheimer Capital Income Fund |
20 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
20 |
| Td Asset Management Usa Funds Inc. |
20 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
20 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
20 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
20 |
| CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
20 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
20 |
| IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
20 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
20 |
| Cortina Funds, Inc. |
20 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
20 |
| Vanguard Convertible Securities Fund |
20 |
| Eaton Vance Floating-rate Income Plus Fund |
20 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
20 |
| Avenue Mutual Funds Trust |
20 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
20 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
20 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
20 |
| PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A |
20 |
| Oaktree Funds |
20 |
| TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
20 |
| Premia Global Advisors, Llc |
20 |
| G&S Capital LLC |
20 |
| Whitener Capital Management, Inc. |
20 |
| Ceredex Value Advisors LLC |
20 |
| Delta Investment Management, LLC |
20 |
| Tcg Advisors, Lp |
20 |
| Coastal Capital Group, Inc. |
20 |
| 9258 Wealth Management, LLC |
20 |
| Semmax Financial Advisors Inc. |
20 |
| Morningstar Investment Management LLC |
20 |
| Manchester Financial Inc |
20 |
| Tuscan Ridge Asset Management Llc |
20 |
| Requisite Capital Management, LLC |
20 |
| Guggenheim Equal Weight Enhanced Equity Income Fund |
20 |
| Isi Strategy Fund Inc |
20 |
| Nuveen Global Income Opportunities Fund |
20 |
| Ilmarinen Mutual Pension Insurance Co |
20 |
| NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund |
20 |
| RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
20 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
20 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
20 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
20 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
20 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
20 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
20 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
20 |
| RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity |
20 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
20 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
20 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
20 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
20 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
20 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
20 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
20 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
20 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
20 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
20 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
20 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
20 |
| PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
20 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
20 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
20 |
| WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
20 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
20 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
20 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
20 |
| Profunds - Profund Vp Mid-cap Growth |
20 |
| AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
20 |
| HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I |
20 |
| NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
20 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
20 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
20 |
| Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
20 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
20 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
20 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
20 |
| AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class |
20 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
20 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
20 |
| Thrivent Core Funds - Thrivent Core International Equity Fund |
20 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
20 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
20 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
20 |
| HSBC FUNDS - HSBC High Yield Fund Class A |
20 |
| BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
20 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
20 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
20 |
| FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
20 |
| Your Advocates Ltd., LLP |
20 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
20 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
20 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
20 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
20 |
| HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
20 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
20 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
20 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
20 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
20 |
| BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
20 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
20 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
20 |
| CURCX - MAINSTAY FUNDS TRUST - MainStay Cushing Energy Income Fund Class C |
20 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
20 |
| GFG Capital, LLC |
20 |
| N.E.W. Advisory Services LLC |
20 |
| Pacific Capital Wealth Advisors, Inc |
20 |
| Hohimer Wealth Management, Llc |
20 |
| Resonant Capital Advisors, LLC |
20 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
20 |
| Magnolia Capital Advisors Llc |
20 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
20 |
| GlobalBridge, Inc. |
20 |
| Citizens National Bank Trust Department |
20 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
20 |
| AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
20 |
| RBB FUND, INC. - Aquarius International Fund |
20 |
| Rockbridge Investment Management, LCC |
20 |
| BP Capital Management L P |
20 |
| DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class |
20 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
20 |
| Murchinson Ltd. |
20 |
| McClarren Financial Advisors, Inc. |
20 |
| Black Swift Group, LLC |
20 |
| Liontrust Investment Partners LLP |
20 |
| Allegheny Financial Group LTD |
20 |
| Distillate Capital Partners LLC |
20 |
| Synergy Financial Management, LLC |
20 |
| Sittner & Nelson, Llc |
20 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
20 |
| CSM Advisors, LLC |
20 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
20 |
| PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
20 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
20 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
20 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
20 |
| Lord Abbett Special Situations Income Fund |
20 |
| Desjardins Global Asset Management Inc. |
20 |
| Confluence Wealth Services, Inc. |
20 |
| Seven Grand Managers, Llc |
20 |
| Stonegate Investment Group, LLC |
20 |
| Sandia Investment Management LP |
20 |
| PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF |
20 |
| My Personal CFO, LLC |
20 |
| Hazlett, Burt & Watson, Inc. |
20 |
| Resurgent Financial Advisors LLC |
20 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
20 |
| FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
20 |
| OnyxPoint Global Management LP |
20 |
| FourThought Financial Partners, LLC |
20 |
| Applied Finance Capital Management, LLC |
20 |
| Portman Square Capital LLP |
20 |
| Vinva Investment Management Ltd |
20 |
| Pine Valley Investments Ltd Liability Co |
20 |
| FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF |
20 |
| Pingora Partners LLC |
20 |
| Voisard Asset Management Group, Inc. |
20 |
| Financial Synergies Wealth Advisors, Inc. |
20 |
| Diversify Advisory Services, LLC |
20 |
| Mattson Financial Services, LLC |
20 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
20 |
| Union Bancaire Privee, UBP SA |
20 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
20 |
| Wealth Watch Advisors, INC |
20 |
| Fideuram Asset Management (Ireland) dac |
20 |
| Dockside LLC |
20 |
| Intentional Wealth Strategies, LLC |
20 |
| HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A |
19 |
| VSTIX - VALIC Co I - Stock Index Fund |
19 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
19 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
19 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
19 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
19 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
19 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
19 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
19 |
| Sphinx Trading, Lp |
19 |
| CrestPoint Capital Management, LLC |
19 |
| Taylor Hoffman Wealth Management |
19 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
19 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
19 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
19 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
19 |
| Strategic Financial Concepts, LLC |
19 |
| Orleans Capital Management Corp/la |
19 |
| Kiwi Wealth Investments Limited Partnership |
19 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
19 |
| WCG Management, L.P. |
19 |
| Spdr S&p 500 Etf Trust |
19 |
| Prio Wealth Limited Partnership |
19 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
19 |
| Perimeter Capital Partners, LLC |
19 |
| Dearborn Partners Llc |
19 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
19 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
19 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
19 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
19 |
| Tiaa, Fsb |
19 |
| Kimelman & Baird, LLC |
19 |
| Hilltop Park Associates LLC |
19 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
19 |
| American National Registered Investment Advisor, Inc. |
19 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
19 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
19 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
19 |
| Cherry Tree Wealth Management, LLC |
19 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
19 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
19 |
| MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class |
19 |
| Halcyon Offshore Asset Management Llc |
19 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
19 |
| QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares |
19 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
19 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
19 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
19 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
19 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
19 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
19 |
| Cobiz Investment Management, Llc |
19 |
| NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A |
19 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
19 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
19 |
| Securian Funds Trust - SFT T. Rowe Price Value Fund |
19 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
19 |
| 1st Source Bank |
19 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
19 |
| RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
19 |
| Intrepid Capital Management Inc |
19 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
19 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
19 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
19 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
19 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
19 |
| PENN SERIES FUNDS INC - Index 500 Fund |
19 |
| WFA of San Diego, LLC |
19 |
| SMITH HAYES Advisers, Inc |
19 |
| Delek Group, Ltd. |
19 |
| Steadfast Advisors Lp |
19 |
| Leelyn Smith, LLC |
19 |
| Becker Capital Management Inc |
19 |
| American Independence Financial Services LLC |
19 |
| Pergamon Offshore Advisors, L.P. |
19 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
19 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
19 |
| Supplemental Annuity Collective Trust of NJ |
19 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
19 |
| Massar Capital Management, LP |
19 |
| Hobbs Group Advisors, LLC |
19 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
19 |
| Beirne Wealth Consulting Services, LLC |
19 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
19 |
| Acuity Investment Management Inc |
19 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
19 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
19 |
| Amplius Wealth Advisors, LLC |
19 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
19 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
19 |
| SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
19 |
| Meyer Handelman Co |
19 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
19 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
19 |
| Lombardia Capital Partners Llc |
19 |
| Net Worth Advisory Group |
19 |
| Howard Capital Management Inc. |
19 |
| TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
19 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
19 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
19 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
19 |
| Parasol Investment Management, LLC |
19 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
19 |
| Pinnacle Financial Partners, Inc. |
19 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
19 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
19 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
19 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
19 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
19 |
| Coastal Bridge Advisors, LLC |
19 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
19 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
19 |
| Mpwm Advisory Solutions, Llc |
19 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
19 |
| Vanguard National Trust Co |
19 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
19 |
| LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I |
19 |
| DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
19 |
| Pfs Investments Inc. |
19 |
| Myriad Asset Management Ltd. |
19 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
19 |
| SBI Okasan Asset Management Co.Ltd. |
19 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
19 |
| Icm Asset Management Inc/wa |
19 |
| BLPIX - Profunds - Bull Profund Investor Class |
19 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
19 |
| Profunds - Profund Vp Ultrabull |
19 |
| Boston Family Office Llc |
19 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
19 |
| Private Advisory Group LLC |
19 |
| EFG International AG |
19 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
19 |
| Garda Capital Partners Lp |
19 |
| Ardevora Asset Management LLP |
19 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
19 |
| Legacy Bridge, LLC |
19 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
19 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
19 |
| JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
19 |
| Profunds - Profund Vp Large-cap Value |
19 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
19 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
19 |
| Buffington Mohr McNeal |
19 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
19 |
| Davis Selected Advisers |
19 |
| Zullo Investment Group, Inc. |
19 |
| Colrain Capital Llc |
19 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
19 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
19 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
19 |
| Tortoise Power & Energy Infrastructure Fund Inc |
19 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
19 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
19 |
| IronBridge Capital Management LP |
19 |
| Norway Savings Bank |
19 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
19 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
19 |
| NMIEX - Northern Funds - Active M International Equity Fund |
19 |
| EPG Wealth Management LLC |
19 |
| Ellis Investment Partners, LLC |
19 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
19 |
| Abc Arbitrage Sa |
19 |
| Beacon Financial Group |
19 |
| IFC Holdings Incorporated/FL |
19 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
19 |
| Hermes Investment Management Ltd |
19 |
| Transform Wealth, LLC |
19 |
| Cozad Asset Management Inc |
19 |
| Peachtree Investment Advisors, Inc. |
19 |
| Mascagni Wealth Management, Inc. |
19 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
19 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
19 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares |
19 |
| Dfa Investment Trust Co - The Dfa International Value Series |
19 |
| Bocage Capital, LLC |
19 |
| AIA Group Ltd |
19 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
19 |
| Stelliam Investment Management, Lp |
19 |
| Strategic Wealth Advisors Group, LLC |
19 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
19 |
| American Trust |
19 |
| Pt Asset Management, Llc |
19 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
19 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
19 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
19 |
| Savvy Advisors, Inc. |
19 |
| LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
19 |
| Bridgewater Advisors Inc. |
19 |
| AJOVista, LLC |
19 |
| Bremer Bank National Association |
19 |
| Voya Global Advantage & Premium Opportunity Fund |
19 |
| Tower Bridge Advisors |
19 |
| Cetera Trust Company, N.A |
19 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
19 |
| Pflug Koory, LLC |
19 |
| Riverstone Holdings Llc |
19 |
| MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
19 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
19 |
| L2 Asset Management, LLC |
19 |
| DFT Energy LP |
19 |
| Principal Street Partners, LLC |
19 |
| Blackhawk Capital Partners LLC. |
19 |
| Nova Wealth Management, Inc. |
19 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
19 |
| SA FUNDS INVESTMENT TRUST - SA International Value Fund |
19 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
19 |
| New Harbor Financial Group, LLC |
19 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
19 |
| Northern Capital Management Llc |
19 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
19 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
19 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
19 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
19 |
| AXS Investments LLC |
19 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
19 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
19 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
19 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
19 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
19 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
19 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
19 |
| WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class |
19 |
| JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
19 |
| Gw Henssler & Associates Ltd |
19 |
| SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A |
19 |
| Wealth Alliance |
19 |
| JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
19 |
| Kb Financial Partners, Llc |
19 |
| DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
19 |
| Kkr Income Opportunities Fund |
19 |
| Farallon Capital Management Llc |
19 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
19 |
| Welch Group, LLC |
19 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
19 |
| Costello Asset Management, INC |
19 |
| 40 North Management LLC |
19 |
| Syverson Strege & Co |
19 |
| Murphy & Mullick Capital Management Corp |
19 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
19 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
19 |
| Capital International Ltd /ca/ |
19 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
19 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
19 |
| Resources Management Corp /ct/ /adv |
19 |
| Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
19 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
19 |
| Eaton Vance High Income 2021 Target Term Trust |
19 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
19 |
| SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
19 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
19 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
19 |
| Kelly Financial Services LLC |
19 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
19 |
| Timber Creek Capital Management LLC |
19 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
19 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
19 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
19 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
19 |
| Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
19 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
19 |
| SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares |
19 |
| Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
19 |
| BancorpSouth Bank |
19 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
19 |
| GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF |
19 |
| Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A |
19 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
19 |
| ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
19 |
| Jana Partners Llc |
19 |
| Scarborough Advisors, LLC |
19 |
| DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
19 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
19 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
19 |
| Mizuho Securities Co. Ltd. |
19 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
19 |
| Alliancebernstein Income Fund Inc |
19 |
| CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
19 |
| Chemical Bank |
19 |
| Piershale Financial Group, Inc. |
19 |
| TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class |
19 |
| SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
19 |
| Family Firm, Inc. |
19 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
19 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
19 |
| Sapience Investments, LLC |
19 |
| Kwmg, Llc |
19 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
19 |
| HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A |
19 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
19 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
19 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
19 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
18 |
| Farmers & Merchants Trust Co of Chambersburg PA |
18 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
18 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
18 |
| Old Point Trust & Financial Services N A |
18 |
| Boenning & Scattergood, Inc. |
18 |
| Jackson Square Capital, Llc |
18 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
18 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
18 |
| Eubel Brady & Suttman Asset Management Inc |
18 |
| Hourglass Capital, Llc |
18 |
| Mitchell Mcleod Pugh & Williams Inc |
18 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
18 |
| Wealth Alliance Advisory Group, LLC |
18 |
| Absolute Capital Management, LLC |
18 |
| Winton Capital Management Ltd |
18 |
| Goldman Sachs Mlp & Energy Renaissance Fund |
18 |
| VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V |
18 |
| Marble Harbor Investment Counsel, LLC |
18 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
18 |
| Catawba Capital Management /va |
18 |
| Connors Investor Services Inc |
18 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
18 |
| Profunds - Profund Vp Bull |
18 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
18 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
18 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
18 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
18 |
| Indices-Pac Research Corp. |
18 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
18 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
18 |
| Romano Brothers And Company |
18 |
| Menora Mivtachim Holdings Ltd. |
18 |
| TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
18 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
18 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
18 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
18 |
| Argent Trust Co |
18 |
| Montecito Bank & Trust |
18 |
| Athena Capital Advisors Llc |
18 |
| Coston, McIsaac & Partners |
18 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
18 |
| Orbitronix, LP |
18 |
| Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) |
18 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
18 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
18 |
| Atalanta Sosnoff Capital, Llc |
18 |
| ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
18 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
18 |
| Alden Global Capital Ltd |
18 |
| Iron Financial, LLC |
18 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund |
18 |
| Catamount Wealth Management |
18 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
18 |
| Factory Mutual Insurance Co |
18 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
18 |
| Honeywell International Inc |
18 |
| Satuit Capital Management Trust |
18 |
| Lourd Capital, LLC |
18 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
18 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
18 |
| XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund |
18 |
| Daymark Wealth Partners, Llc |
18 |
| Howland Capital Management Llc |
18 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
18 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
18 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
18 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
18 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
18 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
18 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
18 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
18 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
18 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
18 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
18 |
| WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
18 |
| Gruber & Mcbaine Capital Management Llc |
18 |
| Icc Capital Management Inc/ |
18 |
| Mission Wealth Management, Lp |
18 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
18 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
18 |
| Horrell Capital Management, Inc. |
18 |
| PFG Advisors |
18 |
| CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
18 |
| Cannon Global Investment Management, LLC |
18 |
| Advanced Series Trust - Ast International Growth Portfolio |
18 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
18 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I |
18 |
| Retirement Planning Co of New England, Inc. |
18 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
18 |
| VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares |
18 |
| Ankerstar Wealth, LLC |
18 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
18 |
| Lloyd Harbor Capital Management, LLC |
18 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
18 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
18 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
18 |
| CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A |
18 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
18 |
| Kepos Capital LP |
18 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
18 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
18 |
| Titleist Asset Management, Llc |
18 |
| Trust Investment Advisors |
18 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
18 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
18 |
| Atlas Private Wealth Advisors |
18 |
| IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
18 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
18 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
18 |
| Washington Capital Management Inc |
18 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
18 |
| AlphaCentric Advisors LLC |
18 |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
18 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
18 |
| Hoey Investments, Inc |
18 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
18 |
| Cavalier Investments, LLC |
18 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
18 |
| Nuveen High Income 2023 Target Term Fund |
18 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
18 |
| Prevail Innovative Wealth Advisors, Llc |
18 |
| DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
18 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
18 |
| Kozak & Associates, Inc. |
18 |
| Wilkerson Advisory Group LLC |
18 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
18 |
| TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
18 |
| NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
18 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
18 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
18 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
18 |
| Halpern Financial, Inc. |
18 |
| Ashfield Capital Partners, LLC |
18 |
| Iron Horse Wealth Management, LLC |
18 |
| IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF |
18 |
| Aberdeen Global Select Opportunities Fund Inc. |
18 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
18 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
18 |
| VCULX - VALIC Co I - Growth Fund |
18 |
| HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
18 |
| VSSVX - VALIC Co I - Small Cap Special Values Fund |
18 |
| XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
18 |
| Jackson, Grant Investment Advisers, Inc. |
18 |
| King Street Capital Management, L.p. |
18 |
| Cranbrook Wealth Management, LLC |
18 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
18 |
| Leisure Capital Management |
18 |
| Tcw Alternative Funds |
18 |
| Lafitte Capital Management LP |
18 |
| Winnow Wealth Llc |
18 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
18 |
| Alerus Financial Na |
18 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
18 |
| Point View Wealth Management, Inc. |
18 |
| DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D |
18 |
| Formula Growth Ltd |
18 |
| TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
18 |
| Trust Point Inc. |
18 |
| Chiron Capital Management, Llc |
18 |
| RiverFront Investment Group, LLC |
18 |
| Hood River Capital Management LLC |
18 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
18 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
18 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
18 |
| Lansdowne Partners (uk) Llp |
18 |
| Relative Value Fund |
18 |
| PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares |
18 |
| Havemeyer Place LP |
18 |
| Lowe Wealth Advisors, LLC |
18 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
18 |
| Signature Resources Capital Management, LLC |
18 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
18 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
18 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
18 |
| Capital Wealth Alliance, LLC |
18 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
18 |
| Tidemark, LLC |
18 |
| EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES |
18 |
| Havens Advisors Llc |
18 |
| Letko, Brosseau & Associates Inc |
18 |
| Wood Tarver Financial Group, LLC |
18 |
| Western Asset Variable Rate Strategic Fund Inc. |
18 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
18 |
| Opus Capital Group, LLC |
18 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
18 |
| Mid Continent Capital Llc/il |
18 |
| Kellner Capital, LLC |
18 |
| Almanack Investment Partners, LLC. |
18 |
| Mairs & Power Inc |
18 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
18 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
18 |
| Axiom International Investors Llc /de |
18 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
18 |
| Rock Creek Group, LP |
18 |
| Howard Financial Services, Ltd. |
18 |
| BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
18 |
| Actinver Wealth Management, Inc. |
18 |
| Cary Street Partners Financial Llc |
18 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
18 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
18 |
| Ostrum Asset Management |
18 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
18 |
| WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class |
18 |
| Montrusco Bolton Investments Inc. |
18 |
| Boston Financial Mangement Llc |
18 |
| Islet Management, LP |
18 |
| Main Street Financial Solutions, LLC |
18 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
18 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
18 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
18 |
| Sepio Capital, LP |
18 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
18 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
18 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
18 |
| MADDEN SECURITIES Corp |
18 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
18 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
18 |
| Cullinan Associates Inc |
18 |
| True North Advisors, LLC |
18 |
| Granite Investment Partners, LLC |
18 |
| Poehling Capital Management, LLC |
18 |
| Hudson Valley Investment Advisors Inc /adv |
18 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
18 |
| Knowledge Leaders Capital, LLC |
18 |
| Cutler Capital Management, LLC |
18 |
| TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares |
18 |
| Smith Group Asset Management, LLC |
18 |
| VSM Wealth Advisory, LLC |
18 |
| EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
18 |
| Warther Private Wealth, LLC |
18 |
| Sage Mountain Advisors LLC |
18 |
| Iridian Asset Management Llc/ct |
18 |
| Acima Private Wealth, Llc |
18 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
18 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
18 |
| Verde Servicos Internacionais S.A. |
18 |
| Bivin & Associates, Inc. |
18 |
| PDS Planning, Inc |
18 |
| Mitchell Capital Management Co |
18 |
| Aveo Capital Partners, LLC |
18 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
18 |
| IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
18 |
| Three Peaks Capital Management, LLC |
18 |
| SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A |
18 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
18 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
18 |
| W.G. Shaheen & Associates DBA Whitney & Co |
18 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
18 |
| Fore Capital, LLC |
18 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
17 |
| Firestone Capital Management |
17 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
17 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
17 |
| Beacon Trust Co |
17 |
| ANTIPODES PARTNERS Ltd |
17 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
17 |
| Brick & Kyle, Associates |
17 |
| Schnieders Capital Management Llc |
17 |
| HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
17 |
| FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
17 |
| Condire Management, LP |
17 |
| First American Bank |
17 |
| Amitell Capital Pte Ltd |
17 |
| FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
17 |
| Neville Rodie & Shaw Inc |
17 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
17 |
| NEOS Investment Management LLC |
17 |
| Miller/howard High Income Equity Fund |
17 |
| Platinum Investment Management Ltd |
17 |
| DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF |
17 |
| Orrstown Financial Services Inc |
17 |
| Polaris Wealth Advisory Group, LLC |
17 |
| Ally Financial Inc. |
17 |
| Verity & Verity, LLC |
17 |
| Premier Asset Management Llc |
17 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
17 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
17 |
| Operose Advisors LLC |
17 |
| Signature Estate & Investment Advisors Llc |
17 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
17 |
| Signia Capital Management Llc |
17 |
| XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A |
17 |
| XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
17 |
| New Millennium Group LLC |
17 |
| HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
17 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
17 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
17 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
17 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
17 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
17 |
| Valueworks Llc |
17 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
17 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
17 |
| Loeb Offshore Management LP |
17 |
| IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P |
17 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
17 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
17 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
17 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
17 |
| Miracle Mile Advisors, LLC |
17 |
| Wall Street Financial Group, Inc. |
17 |
| CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class |
17 |
| Eisler Capital (UK) Ltd. |
17 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
17 |
| Alphagen Securities Llc |
17 |
| WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
17 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
17 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
17 |
| Old North State Trust, LLC |
17 |
| VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
17 |
| Soltis Investment Advisors LLC |
17 |
| Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio |
17 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
17 |
| Rakuten Investment Management, Inc. |
17 |
| CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C |
17 |
| Connectus Wealth, LLC |
17 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
17 |
| New Amsterdam Partners Llc/ny |
17 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
17 |
| DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
17 |
| Doliver Advisors, Lp |
17 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
17 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
17 |
| Founders Financial Securities Llc |
17 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
17 |
| Hanlon Investment Management, Inc. |
17 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
17 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
17 |
| Sage Rhino Capital Llc |
17 |
| Hatteras Alternative Mutual Funds, LLC |
17 |
| LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
17 |
| FPACX - FPA FUNDS TRUST - FPA Crescent Fund |
17 |
| Douglas Lane & Associates, LLC |
17 |
| Crescent Capital Consulting, LLC |
17 |
| FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A |
17 |
| Boston Common Asset Management, LLC |
17 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
17 |
| ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares |
17 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
17 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
17 |
| Lynwood Capital Management Inc. |
17 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
17 |
| RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
17 |
| Champlain Investment Partners, LLC |
17 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
17 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
17 |
| PKO Investment Management Joint-Stock Co |
17 |
| Alethea Capital Management, Llc |
17 |
| BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A |
17 |
| Elkhorn Investments, LLC |
17 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
17 |
| Czech National Bank |
17 |
| Private Capital Management, LLC |
17 |
| Arlington Capital Management, Inc. |
17 |
| King Investment Advisors Inc/tx |
17 |
| Pecaut & Co. |
17 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
17 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
17 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class |
17 |
| Game Creek Capital, LP |
17 |
| WESPAC Advisors, LLC |
17 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
17 |
| Mcdonald Partners Llc |
17 |
| Raging Capital Management, LLC |
17 |
| Appleton Partners Inc/ma |
17 |
| Nyl Investors Llc |
17 |
| First National Bank of Hutchinson |
17 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
17 |
| RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
17 |
| CG Asset Management LLC |
17 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
17 |
| Mid Atlantic Financial Management Inc/adv |
17 |
| BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
17 |
| Paragon Capital Management LLC |
17 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
17 |
| Nfj Investment Group, Llc |
17 |
| Blackrock Defined Opportunity Credit Trust |
17 |
| Beryl Capital Management LLC |
17 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
17 |
| Pensionfund DSM Netherlands |
17 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
17 |
| Chickasaw Capital Management Llc |
17 |
| Gallo Partners, LP |
17 |
| WIREX - PFS FUNDS - Wireless Fund |
17 |
| Putnam Fund For Growth & Income |
17 |
| Paragon Associates & Paragon Associates Ii Joint Venture |
17 |
| Chartwell Investment Partners/pa |
17 |
| SPC Financial, Inc. |
17 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
17 |
| Guerra Advisors Inc |
17 |
| Baillie Gifford & Co |
17 |
| Factorial Partners, Llc |
17 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
17 |
| MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
17 |
| KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio |
17 |
| Pinnbrook Capital Management Lp |
17 |
| Wright Managed Equity Trust |
17 |
| ZPR Investment Management |
17 |
| Financial Enhancement Group LLC |
17 |
| Donald L. Hagan, LLC |
17 |
| Eisler Capital Management Ltd. |
17 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
17 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
17 |
| Waterloo Capital, L.P. |
17 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
17 |
| VARCOV Co. |
17 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
17 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
17 |
| First Pacific Financial |
17 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
17 |
| Context Capital Management, LLC |
17 |
| QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
17 |
| IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C |
17 |
| 1620 Investment Advisors, Inc. |
17 |
| BTG Pactual Asset Management US LLC |
17 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
17 |
| Barrett & Company, Inc. |
17 |
| Quest 10 Wealth Builders, Inc. |
17 |
| Nokota Management, LP |
17 |
| Privium Fund Management (UK) Ltd |
17 |
| FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
17 |
| GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A |
17 |
| Zions Trust, National Association |
17 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
17 |
| Oppenheimer Limited-term Bond Fund |
17 |
| Davidson Investment Advisors |
17 |
| Curi Wealth Management, LLC |
17 |
| Transcendent Capital Group LLC |
17 |
| ICONIQ Capital, LLC |
17 |
| Palo Duro Investment Partners, Lp |
17 |
| CoreFirst Bank & Trust |
17 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
17 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
17 |
| BFIX - Build Funds Trust - Build Bond Innovation ETF |
17 |
| Needham Investment Management Llc |
17 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
17 |
| Dfpg Investments, Llc |
17 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
17 |
| Klingman & Associates, LLC |
17 |
| Sagespring Wealth Partners, Llc |
17 |
| Meitav Dash Investments Ltd |
17 |
| Johnson Midwest Financial, LLC |
17 |
| Hemenway Trust Co LLC |
17 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
17 |
| Fractal Investments LLC |
17 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
17 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
17 |
| DoubleLine Yield Opportunities Fund |
17 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
17 |
| RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF |
17 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
17 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
17 |
| Systematic Alpha Investments, LLC |
17 |
| McKinley Carter Wealth Services, Inc. |
17 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
17 |
| FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund |
17 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
17 |
| SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 |
17 |
| IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
17 |
| Advisor OS, LLC |
17 |
| Engrave Wealth Partners LLC |
17 |
| American Independence Funds Trust |
17 |
| Nicholas Company, Inc. |
17 |
| Genesis Wealth Advisors, LLC |
17 |
| BTC Capital Management, Inc. |
17 |
| Integrated Quantitative Investments LLC |
17 |
| Pathway Financial Advisers, LLC |
17 |
| AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class |
17 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
17 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
17 |
| Rothschild Capital Partners, LLC |
17 |
| DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
17 |
| Akanthos Capital Management Llc |
17 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
17 |
| Sentinel Variable Products Trust |
17 |
| DORCHESTER WEALTH MANAGEMENT Co |
17 |
| IVFGC - Ivy NextShares - Ivy Focused Growth NextShares |
17 |
| Robertson Stephens Wealth Management, LLC |
17 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
17 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
17 |
| Jacobus Wealth Management, Inc. |
17 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
17 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
17 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
17 |
| denkapparat Operations GmbH |
17 |
| Next Capital Management LLC |
17 |
| Community Bank System, Inc. |
17 |
| Integrated Wealth Counsel, Llc |
17 |
| VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A |
17 |
| Camden Capital, LLC |
17 |
| Midwest Professional Planners, LTD. |
17 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
17 |
| Pacific Alternative Asset Management Company, Llc |
17 |
| Amiya Capital LLP |
16 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
16 |
| MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
16 |
| Accordant Advisory Group Inc |
16 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
16 |
| Freedman Financial Associates, Inc. |
16 |
| Adams Hall Wealth Advisors, LLC |
16 |
| Horan Capital Advisors, LLC. |
16 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
16 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
16 |
| D.B. Root & Company, LLC |
16 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
16 |
| Donald Smith & Co., Inc. |
16 |
| Modern Wealth Management, LLC |
16 |
| ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class |
16 |
| CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
16 |
| Tricadia Capital Management, LLC |
16 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
16 |
| Koss-Olinger Consulting, LLC |
16 |
| Owl Creek Asset Management, L.P. |
16 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
16 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
16 |
| VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF |
16 |
| VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares |
16 |
| Wilkinson Ogrady & Co Inc /ny |
16 |
| Capital Advisory Group Advisory Services, LLC |
16 |
| M&G Plc |
16 |
| WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
16 |
| VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
16 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
16 |
| Penobscot Investment Management Company, Inc. |
16 |
| Greatmark Investment Partners, Inc. |
16 |
| Oppenheimer Global Multi-asset Growth Fund |
16 |
| IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF |
16 |
| Strategic Capital Group LLC |
16 |
| Madison Investment Holdings Inc |
16 |
| Westfuller Advisors, LLC |
16 |
| Pathway Financial Advisors LLC |
16 |
| Bnp Paribas |
16 |
| Usa Mutuals Advisors, Inc. |
16 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
16 |
| Boussard & Gavaudan Investment Management LLP |
16 |
| GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares |
16 |
| Siemens Fonds Invest GmbH |
16 |
| Aperture Investors, LLC |
16 |
| Addenda Capital Inc. |
16 |
| Aj Wealth Strategies, Llc |
16 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
16 |
| Harfst & Associates, Inc. |
16 |
| Hunter Associates Investment Management Llc |
16 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
16 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
16 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
16 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
16 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
16 |
| OCTA - Tidal Trust II - Octane All-Cap Value Energy ETF |
16 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
16 |
| Alphadyne Asset Management, LLC |
16 |
| Source Capital Inc /de/ |
16 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
16 |
| EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A |
16 |
| Carmel Capital Partners, LLC |
16 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
16 |
| Brandywine Oak Private Wealth Llc |
16 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
16 |
| STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I |
16 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
16 |
| DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
16 |
| Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class |
16 |
| HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
16 |
| Corvex Management LP |
16 |
| Whetstone Capital Advisors, LLC |
16 |
| SmartHarvest Portfolios, LLC |
16 |
| Davidson & Garrard Inc |
16 |
| Hayden Royal, Llc |
16 |
| Degroof Petercam Asset Management |
16 |
| ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
16 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
16 |
| Wealth Enhancement Trust Services, Inc. |
16 |
| Wbh Advisory Inc |
16 |
| Fairfax Financial Holdings Ltd/ Can |
16 |
| Stuart Chaussee & Associates, Inc. |
16 |
| Cynosure Management, Llc |
16 |
| Staley Capital Advisers Inc |
16 |
| MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
16 |
| Mizuho Securities Usa Llc |
16 |
| Fwl Investment Management, Llc |
16 |
| Cvi Holdings, Llc |
16 |
| SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
16 |
| Headinvest, Llc |
16 |
| SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
16 |
| Privium Fund Management B.V. |
16 |
| Lincluden Management Ltd |
16 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
16 |
| FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
16 |
| O'Dell Group, LLC |
16 |
| Grandfield & Dodd, Llc |
16 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
16 |
| TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A |
16 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
16 |
| JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF |
16 |
| Messner & Smith Theme Value Investment Management Ltd /ca/ |
16 |
| FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund |
16 |
| GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF |
16 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
16 |
| NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
16 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
16 |
| Scissortail Wealth Management, LLC |
16 |
| Empirical Asset Management, LLC |
16 |
| RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A |
16 |
| S&t Bank/pa |
16 |
| New Wave Wealth Advisors Llc |
16 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
16 |
| Horizon Investment Services, LLC |
16 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
16 |
| Sender Co & Partners, Inc. |
16 |
| Mawer Investment Management Ltd. |
16 |
| Groupe la Francaise |
16 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
16 |
| Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF |
16 |
| BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
16 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
16 |
| Susquehanna Advisors Group, Inc. |
16 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
16 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
16 |
| Uhlmann Price Securities, Llc |
16 |
| INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A |
16 |
| Keudell/Morrison Wealth Management |
16 |
| Greylin Investment Mangement Inc |
16 |
| FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares |
16 |
| LifePro Asset Management |
16 |
| Skaana Management L.P. |
16 |
| Majedie Asset Management Ltd |
16 |
| Outlook Wealth Advisors, LLC |
16 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
16 |
| Pioneer Floating Rate Trust |
16 |
| Ativo Capital Management LLC |
16 |
| Aureus Asset Management, LLC |
16 |
| Tradewinds Global Investors, LLC |
16 |
| GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
16 |
| Dixon Mitchell Investment Counsel Inc. |
16 |
| GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund |
16 |
| PrairieView Partners, LLC |
16 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
16 |
| Aspect Partners, LLC |
16 |
| Cahill Financial Advisors Inc |
16 |
| JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
16 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
16 |
| GQG Partners LLC |
16 |
| USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
16 |
| ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
16 |
| RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
16 |
| Oppenheimer Integrity Funds |
16 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
16 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
16 |
| QGMIX - AQR Funds - AQR Global Macro Fund Class I |
16 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
16 |
| Core Alternative Capital |
16 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
16 |
| Standard Family Office LLC |
16 |
| FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund |
16 |
| STRV - EA Series Trust - Strive 500 ETF |
16 |
| ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
16 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
16 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
16 |
| FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
16 |
| Decatur Capital Management, Inc. |
16 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
16 |
| Turning Point Benefit Group, Inc. |
16 |
| Morgens Waterfall Vintiadis & Co Inc |
16 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
16 |
| Wealthstreet Investment Advisors, LLC |
16 |
| RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
16 |
| Q Global Advisors, LLC |
16 |
| VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
16 |
| MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
16 |
| Risk Paradigm Group, LLC |
16 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
16 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
16 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
16 |
| Vestor Capital, Llc |
16 |
| JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
16 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
16 |
| ONG - Direxion Shares ETF Trust - Direxion Daily Oil Services Bull 2X Shares |
16 |
| FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund |
16 |
| Kayne Anderson Mlp Investment Co |
16 |
| Madison Asset Management, LLC |
16 |
| Okabena Investment Services Inc |
16 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
16 |
| TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
16 |
| Augustine Asset Management Inc |
16 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
16 |
| Seven Bridges Advisors LLC |
16 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
16 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
16 |
| Gyroscope Capital Management Group, Llc |
16 |
| Cooper Financial Group |
16 |
| Simmons First Trust Co Na |
16 |
| LOMMX - CGM TRUST - CGM Mutual Fund |
16 |
| TriaGen Wealth Management LLC |
16 |
| Cantab Capital Partners LLP |
16 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
16 |
| Herold Advisors, Inc. |
16 |
| NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF |
16 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
16 |
| Nicolet Advisory Services, Llc |
16 |
| Prosperity Consulting Group, LLC |
16 |
| IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund |
16 |
| Re Advisers Corp |
16 |
| QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
16 |
| Raab & Moskowitz Asset Management LLC |
16 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
16 |
| Vanguard Morgan Growth Fund |
16 |
| Integrity Alliance, Llc. |
16 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
16 |
| HRS Investment Holdings, LLC |
16 |
| UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
16 |
| Integre Asset Management, LLC |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
16 |
| OpenArc Corporate Advisory, LLC |
16 |
| NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I |
16 |
| AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
16 |
| Meridian Investment Counsel Inc. |
16 |
| Kelly Lawrence W & Associates Inc/ca |
16 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
16 |
| Generali Investments CEE, investicni spolecnost, a.s. |
16 |
| MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A |
16 |
| Fortis Capital Advisors, LLC |
16 |
| Townsend & Associates, Inc |
16 |
| Crown Advisors Management, Inc. |
16 |
| Caz Investments Lp |
16 |
| Savitr Capital, LLC |
16 |
| Comerica Securities Inc |
16 |
| MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
16 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
16 |
| Senvest Management, LLC |
16 |
| HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I |
16 |
| Jafra Capital Management LP |
16 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
16 |
| TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund |
16 |
| Holowesko Partners Ltd. |
16 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
16 |
| Jag Capital Management, Llc |
16 |
| Turas Capital Management LP |
16 |
| Amida Capital Management II, LLC |
16 |
| Crawford Investment Counsel Inc |
16 |
| TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
16 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
16 |
| BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL |
16 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
16 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
16 |
| RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF |
16 |
| CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class |
16 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
16 |
| IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
16 |
| Shamrock Asset Management LLC |
16 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
16 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
16 |
| Tradition Capital Management Llc |
16 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
16 |
| Waters Parkerson & Co., Llc |
16 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
16 |
| Benchmark Investment Advisors LLC |
16 |
| Tennessee Valley Asset Management Partners |
16 |
| Israel Discount Bank Of New York /gfn |
16 |
| Ulland Investment Advisors, LLC |
16 |
| ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class |
16 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
16 |
| Sierra Capital LLC |
16 |
| Meteora Capital, LLC |
16 |
| Carlyle Group Inc. |
16 |
| Eaton Vance Tax-managed Buy-write Opportunities Fund |
16 |
| 6 Meridian |
16 |
| SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
16 |
| Lakeview Capital Partners, LLC |
16 |
| Stevens First Principles Investment Advisors |
16 |
| Mengis Capital Management, Inc. |
16 |
| Muzinich & Co., Inc. |
16 |
| Mathes Company, Inc. |
16 |
| Purpose Unlimited Inc. |
16 |
| ProVise Management Group, LLC |
16 |
| F/M Investments LLC |
16 |
| Harding Loevner Lp |
16 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
15 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
15 |
| PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
15 |
| Bangor Savings Bank |
15 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
15 |
| Trifecta Capital Advisors, LLC |
15 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
15 |
| Balboa Wealth Partners |
15 |
| Oppenheimer Small Cap Value Fund |
15 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
15 |
| AlphaStar Capital Management, LLC |
15 |
| True Link Financial Advisors, LLC |
15 |
| ARS Investment Partners, LLC |
15 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
15 |
| Legacy Capital Wealth Partners, LLC |
15 |
| UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
15 |
| Verdad Advisers, LP |
15 |
| Exos TFP Holdings LLC |
15 |
| Independence Capital Asset Partners, LLC |
15 |
| BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF |
15 |
| Future Financial Wealth Managment LLC |
15 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
15 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
15 |
| WestEnd Advisors, LLC |
15 |
| Ellsworth Advisors, LLC |
15 |
| E Fund Management Co., Ltd. |
15 |
| Crescent Grove Advisors, LLC |
15 |
| Kim, Llc |
15 |
| Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
15 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
15 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
15 |
| High Net Worth Advisory Group LLC |
15 |
| EdgeRock Capital LLC |
15 |
| Cypress Point Wealth Management, LLC |
15 |
| First Washington CORP |
15 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
15 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
15 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
15 |
| IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
15 |
| Martin Currie Ltd |
15 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
15 |
| Notis-McConarty Edward |
15 |
| HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
15 |
| S. Muoio & Co. Llc |
15 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
15 |
| VIDI - ETF Series Solutions - Vident International Equity Fund |
15 |
| Fma Advisory Inc |
15 |
| Ameliora Wealth Management Ltd. |
15 |
| Ironwood Investment Management Llc |
15 |
| Plustick Management Llc |
15 |
| MRGR - PROSHARES TRUST - ProShares Merger ETF |
15 |
| Radcliffe Capital Management, L.P. |
15 |
| Lebenthal Holdings,LLC |
15 |
| Geneva Partners, LLC |
15 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
15 |
| Ntv Asset Management Llc |
15 |
| Wafra Inc. |
15 |
| Friedberg Investment Management |
15 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
15 |
| Rowland Carmichael Advisors Inc /adv |
15 |
| Fore Research & Management, LP |
15 |
| GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares |
15 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
15 |
| Sharkey, Howes & Javer |
15 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
15 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
15 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
15 |
| Evelyn Partners Investment Management LLP |
15 |
| FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A |
15 |
| Kalmar Investments Inc /de/ |
15 |
| NTHEX - Northeast Investors Trust - Northeast Investors Trust |
15 |
| Scopus Asset Management, L.p. |
15 |
| DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A |
15 |
| Deerfield Management Company, L.p. (series C) |
15 |
| MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
15 |
| Cove Street Capital, LLC |
15 |
| Dunvegan Associates, Inc. |
15 |
| COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF |
15 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
15 |
| Sterling Investment Management, Inc. |
15 |
| Wsfs Capital Management, Llc |
15 |
| Fca Corp /tx |
15 |
| Capital World Growth & Income Fund |
15 |
| Infrastructure Capital Advisors, Llc |
15 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
15 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
15 |
| Recurrent Investment Advisors LLC |
15 |
| Appaloosa Lp |
15 |
| Novare Capital Management Llc |
15 |
| Southeastern Asset Management Inc/tn/ |
15 |
| Grimes & Company, Inc. |
15 |
| Greenhouse Funds LLLP |
15 |
| Sonora Investment Management Group, LLC |
15 |
| SDIV - Global X Funds - Global X SuperDividend ETF |
15 |
| Pictet & Cie (Europe) SA |
15 |
| Stephenson National Bank & Trust |
15 |
| Palogic Value Management, L.P. |
15 |
| IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund |
15 |
| Cider Mill Investments LP |
15 |
| IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund |
15 |
| Eagle Boston Investment Management Inc |
15 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
15 |
| Millstone Evans Group, LLC |
15 |
| Papp L Roy & Associates |
15 |
| Truffle Hound Capital, LLC |
15 |
| Alphasimplex Group, Llc |
15 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
15 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
15 |
| Granite Investment Advisors, LLC |
15 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
15 |
| Financial Advantage, Inc. |
15 |
| McMahon Financial Advisors, LLC |
15 |
| Stonebridge Financial Group, LLC |
15 |
| Capricorn Fund Managers Ltd |
15 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
15 |
| JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
15 |
| Cqs (us), Llc |
15 |
| Resource Management, LLC |
15 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
15 |
| Varma Mutual Pension Insurance Co |
15 |
| Mainstay Capital Management Llc /adv |
15 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
15 |
| Main Street Research LLC |
15 |
| Oakwood Capital Management Llc/ca |
15 |
| AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
15 |
| Legacy Wealth Asset Management, LLC |
15 |
| Busey Wealth Management |
15 |
| Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class |
15 |
| ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
15 |
| Optimal Asset Management, Inc. |
15 |
| Veracity Capital LLC |
15 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
15 |
| Insight 2811, Inc. |
15 |
| CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
15 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
15 |
| JT Stratford LLC |
15 |
| FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
15 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
15 |
| RPg Family Wealth Advisory, LLC |
15 |
| Davis Capital Management |
15 |
| Tealwood Asset Management Inc |
15 |
| Aviso Financial Inc. |
15 |
| Redmont Wealth Advisors Llc |
15 |
| Fideuram - Intesa Sanpaolo Private Banking S.p.a. |
15 |
| RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional |
15 |
| Schmidt P J Investment Management Inc |
15 |
| BLB&B Advisors, LLC |
15 |
| Lynx Investment Advisory |
15 |
| VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
15 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
15 |
| GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
15 |
| CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A |
15 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
15 |
| Wahed Invest LLC |
15 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
15 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
15 |
| Graves-Light Private Wealth Management, Inc. |
15 |
| ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares |
15 |
| Cordatus Wealth Management LLC |
15 |
| Catalina Capital Group, LLC |
15 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
15 |
| Missouri Trust & Investment Co |
15 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
15 |
| Focus Financial Network, Inc. |
15 |
| Paradigm Financial Partners, Llc |
15 |
| VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
15 |
| PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares |
15 |
| TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund |
15 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
15 |
| Chase Investment Counsel Corp |
15 |
| VMAX - Lattice Strategies Trust - Hartford US Value ETF |
15 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
15 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
15 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
15 |
| GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
15 |
| US Asset Management LLC |
15 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
15 |
| Main Street Group, LTD |
15 |
| AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
15 |
| MONECO Advisors, LLC |
15 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
15 |
| RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A |
15 |
| MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
15 |
| Dfa Investment Trust Co - The Emerging Markets Series |
15 |
| DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class |
15 |
| Winthrop Capital Management, LLC |
15 |
| Beacon Investment Advisory Services, Inc. |
15 |
| Atlantic Edge Private Wealth Management, LLC |
15 |
| Garner Asset Management Corp |
15 |
| Northwest Financial Advisors |
15 |
| Joseph P. Lucia & Associates, LLC |
15 |
| Bear Mountain Capital, Inc. |
15 |
| Greenwood Gearhart Inc |
15 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
15 |
| COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
15 |
| Patton Fund Management, Inc. |
15 |
| IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF |
15 |
| Sunrise Financial Services, LLC |
15 |
| Concorde Financial Corp |
15 |
| TrueMark Investments, LLC |
15 |
| BKM Wealth Management, LLC |
15 |
| Callan Capital, LLC |
15 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
15 |
| SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A |
15 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
15 |
| EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A |
15 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
15 |
| Skba Capital Management Llc |
15 |
| Strategic Advocates LLC |
15 |
| FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF |
15 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
15 |
| AIIQ - ETF Series Solutions - AI Powered International Equity ETF |
15 |
| Whitebox Mutual Funds |
15 |
| EMC Capital Management |
15 |
| Basepoint Wealth LLC |
15 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
15 |
| Price Capital Management, Inc. |
15 |
| Principled Equity Market Fund |
15 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
15 |
| ECML - EA Series Trust - Euclidean Fundamental Value ETF |
15 |
| Schooner Investment Group, LLC. |
15 |
| American Fidelity Dual Strategy Fund Inc |
15 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
15 |
| Putnam Funds Trust - Putnam Multi-cap Core Fund Class A |
15 |
| SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
15 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
15 |
| NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
15 |
| Eaton Vance Short Duration Diversified Income Fund |
15 |
| Fort, L.p. |
15 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
15 |
| MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
15 |
| Afam Capital, Inc. |
15 |
| MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A |
15 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
15 |
| Avalon Trust Co |
15 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
15 |
| OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class |
15 |
| Eventide Asset Management, Llc |
15 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
15 |
| VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares |
15 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
15 |
| TopTier Wealth Management, LLC |
15 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
15 |
| Covenant Multifamily Offices, LLC |
15 |
| Mechanics Bank Trust Department |
15 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
15 |
| Multisector Income Portfolio |
15 |
| Haber Trilix Advisors, Lp |
15 |
| Maplelane Capital, Llc |
15 |
| Genworth Financial Inc |
15 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
15 |
| Valley National Bancorp |
15 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
15 |
| Global Opportunities Portfolio - Global Opportunities Portfolio |
15 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
15 |
| Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) |
15 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
15 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
15 |
| Clifford Swan Investment Counsel Llc |
15 |
| Selz Capital LLC |
15 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
15 |
| ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
15 |
| Premier Fund Managers Ltd |
15 |
| VIOPX - VALIC Co I - International Opportunities Fund |
15 |
| Pomelo Capital LLC |
15 |
| NOLCX - Northern Funds - Northern Large Cap Core Fund |
15 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
15 |
| Harvest Portfolios Group Inc. |
15 |
| Oversea-Chinese Banking CORP Ltd |
15 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
15 |
| Putnam Investors Fund |
15 |
| SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
15 |
| Profunds - Profund Vp Large-cap Growth |
15 |
| Lingohr & Partner Asset Management GmbH |
15 |
| Eisler Capital (US) LLC |
15 |
| Buckhead Capital Management Llc |
15 |
| Shoker Investment Counsel, Inc. |
15 |
| SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
15 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
15 |
| Selway Asset Management |
15 |
| Garton & Associates Financial Advisors LLC |
15 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
15 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
15 |
| Richard W. Paul & Associates, LLC |
15 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
15 |
| Tide Point Capital Management, Lp |
15 |
| Carderock Capital Management Inc |
15 |
| Magee Thomson Investment Partners Llc |
15 |
| Chapin Davis, Inc. |
15 |
| PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
15 |
| IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
14 |
| Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
14 |
| BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF |
14 |
| KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
14 |
| DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard |
14 |
| Unique Wealth Strategies, LLC |
14 |
| Stelac Advisory Services LLC |
14 |
| Value Holdings Management Co. Llc |
14 |
| United Capital Management of KS, Inc. |
14 |
| LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF |
14 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
14 |
| FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A |
14 |
| Synergy Investment Management, LLC |
14 |
| Old Mission Capital, Llc |
14 |
| DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A |
14 |
| Modera Wealth Management, LLC |
14 |
| RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
14 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
14 |
| Sawyer & Company, Inc |
14 |
| Palo Capital, Inc. |
14 |
| Arbor Wealth Management, LLC |
14 |
| BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
14 |
| IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
14 |
| KKR Credit Opportunities Portfolio |
14 |
| Winchester Group Inc. |
14 |
| James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C |
14 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
14 |
| MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I |
14 |
| DT Investment Partners, LLC |
14 |
| Wunderlich Capital Managemnt |
14 |
| TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
14 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
14 |
| Private Capital Advisors, Inc. |
14 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
14 |
| Holloway Wealth Management, LLC |
14 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
14 |
| Capital Directions Investment Advisors, LLC |
14 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
14 |
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
14 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
14 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
14 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
14 |
| Wade G W & Inc |
14 |
| Bnc Wealth Management, Llc |
14 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
14 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
14 |
| Core Bond Portfolio - Core Bond Portfolio |
14 |
| FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
14 |
| Forsta Ap-fonden |
14 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
14 |
| Cloverfields Capital Group, Lp |
14 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
14 |
| Blue Clay Capital Management, LLC |
14 |
| Fortis Group Advisors, LLC |
14 |
| RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
14 |
| Elevation Series Trust - RiverNorth Patriot ETF |
14 |
| Paradigm Financial Advisors, LLC |
14 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
14 |
| Sante Capital Fund, LP |
14 |
| Capitolis Advisors LLC |
14 |
| Penseco Financial Services Corp |
14 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
14 |
| NOIEX - Northern Funds - Northern Income Equity Fund |
14 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
14 |
| Poplar Forest Capital LLC |
14 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
14 |
| FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
14 |
| RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
14 |
| Bain Capital Credit, LP |
14 |
| St. Johns Investment Management Company, LLC |
14 |
| NS Partners Ltd |
14 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
14 |
| DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
14 |
| Gerry Farber, LLC |
14 |
| FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
14 |
| FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
14 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
14 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
14 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
14 |
| CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
14 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
14 |
| Roundview Capital LLC |
14 |
| RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF |
14 |
| DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A |
14 |
| City Financial Investment Co Ltd |
14 |
| Team Hewins, LLC |
14 |
| Soviero Asset Management, LP |
14 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
14 |
| ID Management A/S |
14 |
| Deimos Asset Management LLC |
14 |
| GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
14 |
| Financial Advisors Network, Inc. |
14 |
| Federated Mdt Large Cap Value Fund |
14 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
14 |
| Nicholas Hoffman & Company, LLC. |
14 |
| DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I |
14 |
| EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF |
14 |
| Offit Capital Advisors Llc |
14 |
| Little House Capital Llc |
14 |
| DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A |
14 |
| Jamison Private Wealth Management, Inc. |
14 |
| Nvest Wealth Strategies, Inc. |
14 |
| Tygh Capital Management, Inc. |
14 |
| Bell Bank |
14 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
14 |
| Whalerock Point Partners, Llc |
14 |
| MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
14 |
| Middleton & Co Inc/ma |
14 |
| PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class |
14 |
| Nippon Life Insurance Co |
14 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
14 |
| Mowery & Schoenfeld Wealth Management, LLC |
14 |
| Waverton Investment Management Ltd |
14 |
| Horizons Etf Trust I |
14 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
14 |
| Somerville Kurt F |
14 |
| XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
14 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
14 |
| American Financial Network Advisory Services Llc |
14 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
14 |
| EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A |
14 |
| Stone Toro Investment Advisers, LP |
14 |
| CBOE Vest Financial, LLC |
14 |
| Aurora Investment Counsel |
14 |
| ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
14 |
| ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I |
14 |
| Investment Advisory Services Inc /tx /adv |
14 |
| FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares |
14 |
| CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
14 |
| MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A |
14 |
| SLT - ETF Series Solutions - Salt High truBeta US Market ETF |
14 |
| ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class |
14 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
14 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
14 |
| EVNT - AltShares Trust - AltShares Event-Driven ETF |
14 |
| FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
14 |
| Insight Wealth Strategies, LLC |
14 |
| Boreal Capital Management LLC |
14 |
| Clark Wealth Partners |
14 |
| Alta Capital Management Llc/ |
14 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
14 |
| Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
14 |
| SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
14 |
| JTC Employer Solutions Trusteee Ltd |
14 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
14 |
| Hirzel Capital Management LLC |
14 |
| Sawgrass Asset Management Llc |
14 |
| Campbell Newman Asset Management Inc |
14 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
14 |
| Atlas Private Wealth Management |
14 |
| J.P. Turner & Co Capital Mnagement, LLC |
14 |
| Beech Hill Advisors, Inc. |
14 |
| Oak Associates Ltd /oh/ |
14 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
14 |
| FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
14 |
| Crestmont Private Wealth LLC |
14 |
| Ramirez Asset Management, Inc. |
14 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
14 |
| Annapolis Financial Services, LLC |
14 |
| SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
14 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
14 |
| Community Trust & Investment Co |
14 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
14 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
14 |
| SeaTown Holdings Pte. Ltd. |
14 |
| ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio |
14 |
| Painted Porch Advisors LLC |
14 |
| LOPX - Direxion Shares ETF Trust - Direxion Low Priced Stock ETF |
14 |
| IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
14 |
| Lowe Brockenbrough & Co Inc |
14 |
| TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF |
14 |
| Elk Creek Partners, LLC |
14 |
| HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z |
14 |
| NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
14 |
| CHICAGO TRUST Co NA |
14 |
| NexPoint Credit Strategies Fund |
14 |
| Tiaa Trust, National Association |
14 |
| Alpine Series Trust |
14 |
| Nuveen S&p 500 Buywrite Income Fund |
14 |
| QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
14 |
| FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
14 |
| Mizuho Markets Americas Llc |
14 |
| Emory University |
14 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
14 |
| Luxor Capital Group, LP |
14 |
| Sagewood Asset Management LP |
14 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
14 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
14 |
| Bull Harbor Capital LLC |
14 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
14 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
14 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
14 |
| Andromeda Capital LLC |
14 |
| MTM Investment Management, LLC |
14 |
| Spectrum Asset Management, Inc. (NB/CA) |
14 |
| E Fund Management (Hong Kong) Co., Ltd. |
14 |
| Lion Street Advisors, LLC |
14 |
| Timpani Capital Management LLC |
14 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
14 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
14 |
| Court Place Advisors, LLC |
14 |
| Bank of Kentucky, Inc. |
14 |
| Invst, LLC |
14 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
14 |
| BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
14 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
14 |
| FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
14 |
| WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
14 |
| Inverness Counsel Llc /ny/ |
14 |
| Iat Reinsurance Co Ltd. |
14 |
| Cohen & Steers Capital Management Inc |
14 |
| Symons Capital Management Inc |
14 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
14 |
| DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
14 |
| IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
14 |
| Eaton Vance Tax Advantaged Dividend Income Fund |
14 |
| Proffitt & Goodson Inc |
14 |
| MJT & Associates Financial Advisory Group, Inc. |
14 |
| Aristotle Capital Boston, LLC |
14 |
| FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
14 |
| Reston Wealth Management Llc |
14 |
| SCS Capital Management LLC |
14 |
| Beutel, Goodman & Co Ltd. |
14 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
14 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
14 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
14 |
| MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
14 |
| WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class |
14 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
14 |
| Pacific Heights Asset Management Llc |
14 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
14 |
| Torch Wealth Management LLC |
14 |
| Eaton Vance Tax Advantaged Global Dividend Income Fund |
14 |
| Ironbridge Funds, Inc. |
14 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
14 |
| PFG Private Wealth Management, LLC |
14 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
14 |
| KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
14 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
14 |
| SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
14 |
| Catalytic Wealth RIA, LLC |
14 |
| Keebeck Wealth Management, LLC |
14 |
| DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio |
14 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
14 |
| Rockland Trust Co |
14 |
| Sirios Capital Management L P |
14 |
| Aspiriant, Llc |
14 |
| Tyrus Capital S.A.M. |
14 |
| RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
14 |
| JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
14 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
14 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
14 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
14 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
14 |
| TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C |
14 |
| HAP Trading, LLC |
14 |
| Travelers Companies, Inc. |
14 |
| Estate Counselors, LLC |
14 |
| Human Investing LLC |
14 |
| Baltimore-Washington Financial Advisors, Inc. |
14 |
| Silverleafe Capital Partners, LLC |
14 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
14 |
| NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
14 |
| Fielder Capital Group LLC |
14 |
| Rodgers Brothers Inc. |
14 |
| Cedar Brook Financial Partners, LLC |
14 |
| Invesco Senior Loan Fund |
14 |
| NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
14 |
| Coatue Management Llc |
14 |
| Shapiro Capital Management Llc |
14 |
| ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
14 |
| MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
14 |
| PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional |
14 |
| Bcm Advisors, Llc |
14 |
| PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
14 |
| Mason Capital Management Llc |
14 |
| Signator Financial Services, Inc. |
14 |
| AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class |
14 |
| Dalton Investments LLC |
14 |
| Avitas Wealth Management LLC |
14 |
| Eight 31 Financial Llc |
14 |
| Princeton Capital Management Llc |
14 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
14 |
| Quest Investment Management Llc |
14 |
| PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) |
14 |
| QVT Financial LP |
14 |
| EBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Emerging Markets Local Bond ETF |
14 |
| Advocate Investing Services LLC |
14 |
| Great Lakes Retirement, Inc. |
14 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
14 |
| NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF |
14 |
| Flaharty Asset Management, LLC |
14 |
| EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF |
14 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
14 |
| Cornerstone Wealth Group, LLC |
14 |
| Portus Wealth Advisors, LLC |
14 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
14 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
14 |
| Keane Capital Management Inc |
14 |
| LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A |
14 |
| GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF |
14 |
| Samsung Asset Management (New York), Inc. |
14 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
14 |
| Aft, Forsyth & Sober, LLC |
14 |
| Decker Retirement Planning Inc. |
14 |
| RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
14 |
| Glaxis Capital Management, LLC |
14 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
14 |
| First United Bank Trust/ |
14 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
14 |
| Security National Bank |
14 |
| Semper Trust Co. |
14 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
14 |
| TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I |
14 |
| CGMFX - CGM TRUST - CGM Focus Fund |
14 |
| Madden Advisory Services, Inc. |
14 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
14 |
| XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF |
14 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
14 |
| Tweedy, Browne Co LLC |
14 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
14 |
| Tacita Capital Inc |
14 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
14 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
14 |
| Strategic Investment Advisors / MI |
14 |
| LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A |
14 |
| SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
14 |
| Clark Estates Inc/ny |
14 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
14 |
| SGLSX - Blackrock Funds - Blackrock Energy & Resources Portfolio Institutional |
14 |
| TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF |
14 |
| TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A |
14 |
| Schwerin Boyle Capital Management Inc |
14 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
14 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
14 |
| Proxima Capital Management, LLC |
14 |
| HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares |
14 |
| DeepCurrents Investment Group LLC |
14 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
14 |
| Polar Capital LLP |
14 |
| SILVER OAK SECURITIES, Inc |
14 |
| Rnc Capital Management Llc |
14 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
14 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
14 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
14 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
14 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
14 |
| Cape Cod Five Cents Savings Bank |
14 |
| Par Capital Management Inc |
14 |
| Iowa State Bank |
14 |
| Southpaw Asset Management LP |
14 |
| Altus Wealth Group LLC |
14 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
14 |
| Grey Street Capital, LLC |
14 |
| Midas Management Corp |
13 |
| MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
13 |
| Y.D. More Investments Ltd |
13 |
| Salient MF Trust |
13 |
| HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
13 |
| Ethos Financial Group, LLC |
13 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
13 |
| Fund Management at Engine No. 1 LLC |
13 |
| Sasco Capital Inc / Ct/ |
13 |
| HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
13 |
| SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
13 |
| PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I |
13 |
| Hamilton Capital, LLC |
13 |
| WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund |
13 |
| FJ Investments, LLC |
13 |
| Bck Capital Management Lp |
13 |
| Tema Etfs Llc |
13 |
| PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I |
13 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
13 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
13 |
| Laidlaw Wealth Management LLC |
13 |
| Twin Focus Capital Partners, Llc |
13 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
13 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
13 |
| Tetrem Capital Management Ltd. |
13 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
13 |
| ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
13 |
| TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A |
13 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
13 |
| MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF |
13 |
| Kingstone Capital Partners Texas, LLC |
13 |
| Mondrian Investment Partners LTD |
13 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
13 |
| Bel Air Investment Advisors Llc |
13 |
| GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A |
13 |
| StellarOne CORP |
13 |
| J.P. Marvel Investment Advisors, LLC |
13 |
| Aevitas Wealth Management, Inc. |
13 |
| VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares |
13 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
13 |
| MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
13 |
| East Coast Asset Management, LLC. |
13 |
| Kensico Capital Management Corp |
13 |
| Fiduciary Planning LLC |
13 |
| RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A |
13 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
13 |
| Pring Turner Capital Group Inc |
13 |
| Wolf Group Capital Advisors |
13 |
| Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
13 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
13 |
| Chung Wu Investment Group, LLC |
13 |
| MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
13 |
| Aequim Alternative Investments LP |
13 |
| SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A |
13 |
| POM Investment Strategies, LLC |
13 |
| COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF |
13 |
| Stockman Wealth Management, Inc. |
13 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
13 |
| Herr Investment Group LLC |
13 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
13 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
13 |
| GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund |
13 |
| San Luis Wealth Advisors LLC |
13 |
| Gruss Capital Management LP |
13 |
| Scion Asset Management, LLC |
13 |
| Trillium Asset Management, Llc |
13 |
| NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF |
13 |
| Miller Wealth Advisors, Llc |
13 |
| Aprio Wealth Management, LLC |
13 |
| Vermillion & White Wealth Management Group, LLC |
13 |
| Founders Bank & Trust |
13 |
| Greystone Managed Investments Inc. |
13 |
| Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
13 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
13 |
| DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class |
13 |
| WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares |
13 |
| Ritter Daniher Financial Advisory LLC / DE |
13 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
13 |
| Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A |
13 |
| Capital Counsel Llc/ny |
13 |
| Plan Group Financial, LLC |
13 |
| Fft Wealth Management Llc |
13 |
| Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B |
13 |
| Anderson Hoagland & Co |
13 |
| First National Advisers, LLC |
13 |
| PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund |
13 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
13 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
13 |
| Manteio Capital LLC |
13 |
| Precision Wealth Strategies, LLC |
13 |
| Balter Liquid Alternatives, LLC |
13 |
| QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
13 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
13 |
| Capital CS Group, LLC |
13 |
| BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
13 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
13 |
| SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A |
13 |
| Central Square Management LLC |
13 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
13 |
| EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I |
13 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
13 |
| Rocky Mountain Advisers, Llc |
13 |
| FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF |
13 |
| Briaud Financial Planning, Inc |
13 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
13 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
13 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
13 |
| Grandeur Peak Global Advisors, LLC |
13 |
| Grassi Investment Management |
13 |
| Eton Park Capital Management, L.P. |
13 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
13 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
13 |
| Kelman-Lazarov, Inc. |
13 |
| Uniplan Investment Counsel, Inc. |
13 |
| Retirement Planning Group |
13 |
| NLB Skladi, upravljanje premozenja, d.o.o. |
13 |
| AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
13 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
13 |
| KG&L Capital Management,LLC |
13 |
| NOLVX - Northern Funds - Northern Large Cap Value Fund |
13 |
| Vicus Capital |
13 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity |
13 |
| Grey Fox Wealth Advisors, LLC |
13 |
| EMLC - VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF |
13 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
13 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
13 |
| Benchmark Capital Advisors |
13 |
| Marvin & Palmer Associates Inc |
13 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
13 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
13 |
| John G Ullman & Associates Inc |
13 |
| NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
13 |
| FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class |
13 |
| PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
13 |
| Onefund, Llc |
13 |
| Killen Group Inc |
13 |
| Graypoint LLC |
13 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
13 |
| Clearwater Capital Advisors, LLC |
13 |
| Goodwin Daniel L |
13 |
| MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A |
13 |
| May Hill Capital, LLC |
13 |
| DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF |
13 |
| Everhart Financial Group, Inc. |
13 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
13 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
13 |
| Legacy Private Trust Co. |
13 |
| Keel Point, LLC |
13 |
| CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
13 |
| North Capital, Inc. |
13 |
| Dow Chemical Co /de/ |
13 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
13 |
| Quotient Wealth Partners, LLC |
13 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
13 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
13 |
| Game Plan Financial Advisors, LLC |
13 |
| 1015 Capital Partners, LLC |
13 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
13 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
13 |
| Perennial Advisors, LLC |
13 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
13 |
| Cobblestone Capital Advisors Llc /ny/ |
13 |
| Nicola Wealth Management Ltd. |
13 |
| Firefly Value Partners, LP |
13 |
| Rivernorth Opportunities Fund, Inc. |
13 |
| JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
13 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
13 |
| Bornite Capital Management LP |
13 |
| Tufton Capital Management |
13 |
| PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
13 |
| Hosking Partners LLP |
13 |
| SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class |
13 |
| Wildermuth Endowment Strategy Fund |
13 |
| Brown Financial Advisors |
13 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
13 |
| LEMB - iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF |
13 |
| Concorde Asset Management, LLC |
13 |
| HFG Advisors, Inc. |
13 |
| RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H |
13 |
| Tanglewood Legacy Advisors, LLC |
13 |
| Fusion Family Wealth LLC |
13 |
| MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
13 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
13 |
| JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
13 |
| Carrera Capital Advisors |
13 |
| SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
13 |
| Valentine Capital Asset Management, Inc. |
13 |
| Centennial Bank/AR/ |
13 |
| ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
13 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
13 |
| Litman Gregory Asset Management LLC |
13 |
| Wittenberg Investment Management, Inc. |
13 |
| Forte Capital Llc /adv |
13 |
| Granite FO LLC |
13 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
13 |
| Grace & White Inc /ny |
13 |
| CMT Capital Markets Trading GmbH |
13 |
| Swedbank AB |
13 |
| Cohen Capital Management, Inc. |
13 |
| Madison Covered Call & Equity Strategy Fund |
13 |
| Parkside Investments, LLC |
13 |
| EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
13 |
| EFG Asset Management (Americas) Corp. |
13 |
| EWG Elevate Inc. |
13 |
| MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
13 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
13 |
| Parsec Financial Management, Inc. |
13 |
| MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I |
13 |
| CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
13 |
| MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I |
13 |
| Eq Wealth Advisors, Llc |
13 |
| KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
13 |
| JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV |
13 |
| DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
13 |
| Oppenheimer Discovery Mid Cap Growth Fund |
13 |
| Foundation Resource Management Inc |
13 |
| Invesco Senior Income Trust |
13 |
| Seelaus Asset Management LLC |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
13 |
| Virtus Alternative Investment Advisers, Inc. |
13 |
| Apis Capital Advisors, LLC |
13 |
| Fifth Lane Capital, Lp |
13 |
| Exos Asset Management LLC |
13 |
| Dynasty Wealth Management, Llc |
13 |
| SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF |
13 |
| World Equity Group, Inc. |
13 |
| SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF |
13 |
| JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund |
13 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
13 |
| EagleClaw Capital Managment, LLC |
13 |
| AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
13 |
| Holderness Investments Co |
13 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
13 |
| Baupost Group Llc/ma |
13 |
| Fidgeon Timothy F |
13 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
13 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
13 |
| NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
13 |
| Golden Green, Inc. |
13 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
13 |
| Cornerstone Total Return Fund Inc |
13 |
| Centerbridge Partners, L.P. |
13 |
| TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A |
13 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
13 |
| WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
13 |
| ZIG - ETF Series Solutions - The Acquirers Fund |
13 |
| III Capital Management |
13 |
| Cue Financial Group, Inc. |
13 |
| Dixon Hubard Feinour & Brown Inc/va |
13 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
13 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
13 |
| Shilanski & Associates, Inc. |
13 |
| Accent Capital Management, LLC |
13 |
| Enterprise Trust & Investment Co |
13 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
13 |
| FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
13 |
| Winslow Capital Management, LLC |
13 |
| Miller Global Investments, LLC |
13 |
| SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
13 |
| Plancorp, LLC |
13 |
| BWX - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Treasury Bond ETF |
13 |
| Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund |
13 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
13 |
| EdgePoint Investment Group Inc. |
13 |
| SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF |
13 |
| American Financial Group Inc |
13 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
13 |
| DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
13 |
| ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF |
13 |
| Towle & Co |
13 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
13 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
13 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
13 |
| EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
13 |
| Auxier Asset Management |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
13 |
| Mason Hill Advisors Llc |
13 |
| Apex Capital Management |
13 |
| Round Table Investment Management Company, Lp |
13 |
| PFS Partners, LLC |
13 |
| Landaas & Co /wi /adv |
13 |
| Summit Wealth Group Llc / Co |
13 |
| IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
13 |
| VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
13 |
| TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
13 |
| NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A |
13 |
| Knollwood Investment Advisory, LLC |
13 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
13 |
| Rexford Capital Inc |
13 |
| Coyle Financial Counsel LLC |
13 |
| ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
13 |
| Argentiere Capital Ag |
13 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
13 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
13 |
| MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
13 |
| Meridian Management Co |
13 |
| TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class |
13 |
| EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF |
13 |
| ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
13 |
| Woodley Farra Manion Portfolio Management Inc |
13 |
| South Georgia Capital, Llc |
13 |
| CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF |
13 |
| Pegasus Partners Ltd. |
13 |
| Pinnacle Wealth Management Advisory Group, LLC |
13 |
| IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF |
13 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
13 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
13 |
| First Niagara Bank |
13 |
| PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y |
13 |
| Ironsides Asset Advisors, LLC |
13 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
13 |
| Castle Rock Wealth Management, LLC |
13 |
| Orion Capital Management LLC |
13 |
| Campbell Wealth Management |
13 |
| PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A |
13 |
| S.A. Mason LLC |
13 |
| American Trust Investment Advisors, LLC |
13 |
| MMCAP International Inc. SPC |
13 |
| Princeton Portfolio Strategies Group LLC |
13 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
13 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
13 |
| DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A |
13 |
| DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
13 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
13 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
13 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
13 |
| BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class |
13 |
| Spectrum Wealth Counsel, LLC |
13 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
13 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
13 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
13 |
| HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund |
13 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
13 |
| Genus Capital Management Inc. |
13 |
| Bristol John W & Co Inc /ny/ |
13 |
| Parametric Market Neutral Portfolio |
13 |
| THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
13 |
| D. Scott Neal, Inc. |
13 |
| Kingdom Financial Group LLC. |
13 |
| First Western Capital Management Co |
13 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
13 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
13 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
13 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
13 |
| UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A |
13 |
| McGlone Suttner Wealth Management, Inc. |
13 |
| Orinda Asset Management LLC |
13 |
| O'Neil Global Advisors, Inc. |
13 |
| GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
13 |
| Archipel Asset Management AB |
13 |
| SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
13 |
| Amarillo National Bank |
13 |
| Prudent Man Advisors, LLC |
13 |
| Foster Dykema Cabot & Partners, Llc |
13 |
| Thomas J. Herzfeld Advisors, Inc. |
13 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
13 |
| Ray Gerald L & Associates Ltd |
13 |
| Cito Capital Group, LLC |
13 |
| RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E |
13 |
| Patten & Patten Inc/tn |
13 |
| Dreyfus Manager Funds I |
13 |
| Fiduciary Group LLC |
13 |
| Vision Retirement, LLC |
13 |
| Outfitter Financial LLC |
13 |
| Safeguard Investment Advisory Group, LLC |
13 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
13 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
13 |
| HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
13 |
| VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares |
13 |
| Trilogy Global Advisors Lp |
13 |
| Henry James International Management Inc. |
12 |
| SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
12 |
| RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity |
12 |
| TFG Advisers LLC |
12 |
| WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF |
12 |
| Fic Capital Inc |
12 |
| BankPlus Trust Department |
12 |
| Shelton Wealth Management, Llc |
12 |
| Vanguard Capital Wealth Advisors |
12 |
| Institutional Investment Strategy Fund |
12 |
| Tilia Fiduciary Partners, Inc. |
12 |
| CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
12 |
| Hickory Point Bank & Trust |
12 |
| Sugar Maple Asset Management, LLC |
12 |
| Regent Investment Management LLC |
12 |
| Oakview Capital Management, L.p. |
12 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
12 |
| KCS Wealth Advisory |
12 |
| DW Partners, LP |
12 |
| Empire Life Investments Inc. |
12 |
| Burkehill Global Management, LP |
12 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
12 |
| Mason Capital Fund Trust - Fundamentals First ETF |
12 |
| Eagle Ridge Investment Management |
12 |
| LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
12 |
| one8zero8, LLC |
12 |
| SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class |
12 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
12 |
| Hiddenite Capital Partners LP |
12 |
| Core Wealth Advisors, Llc |
12 |
| GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
12 |
| Greykasell Wealth Strategies, Inc. |
12 |
| Davis R M Inc |
12 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
12 |
| SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
12 |
| Fosun International Ltd |
12 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
12 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
12 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF |
12 |
| Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
12 |
| Lockheed Martin Investment Management Co |
12 |
| HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
12 |
| Beddow Capital Management Inc |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
12 |
| FS Series Trust - FS Market Neutral Fund Class I |
12 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
12 |
| Financial Connections Group, Inc. |
12 |
| Newman Dignan & Sheerar, Inc. |
12 |
| FrontFour Capital Group LLC |
12 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
12 |
| American National Bank & Trust Co /va/ |
12 |
| FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A |
12 |
| Kavilco Inc/wa/ |
12 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
12 |
| FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF |
12 |
| Peterson Wealth Services |
12 |
| Pure Financial Advisors, Inc. |
12 |
| QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
12 |
| First National Bank of South Miami |
12 |
| MBM Wealth Consultants, LLC |
12 |
| Piscataqua Savings Bank |
12 |
| Uncommon Cents Investing LLC |
12 |
| GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A |
12 |
| Pvg Asset Management Corp |
12 |
| Deane Retirement Strategies, Inc. |
12 |
| Granite Point Capital Management, L.P. |
12 |
| Keating Investment Counselors Inc |
12 |
| Stanford Investment Group, Inc. |
12 |
| Acorn Advisory Capital L.p. |
12 |
| MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
12 |
| Jet Capital Investors L P |
12 |
| Canada Post Corp Registered Pension Plan |
12 |
| DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard |
12 |
| Stamos Capital Partners, L.p. |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
12 |
| Foster Dykema Cabot & Co Inc/ma |
12 |
| Ironwood Investment Counsel, LLC |
12 |
| GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I |
12 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
12 |
| MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A |
12 |
| Smith, Graham & Co., Investment Advisors, LP |
12 |
| Mufg Securities Americas Inc. |
12 |
| SCIU - Global X Funds - Global X Scientific Beta US ETF |
12 |
| Yarbrough Capital, LLC |
12 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
12 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
12 |
| Cornerstone Advisory, LLC |
12 |
| PAX Financial Group, LLC |
12 |
| NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I |
12 |
| Antara Capital LP |
12 |
| HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
12 |
| Clayton Financial Group LLC |
12 |
| Pacific Center for Financial Services |
12 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
12 |
| ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
12 |
| FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
12 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
12 |
| LM Advisors LLC |
12 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
12 |
| Regency Capital Management Inc.\DE |
12 |
| SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
12 |
| Cohen & Steers Global Income Builder, Inc |
12 |
| NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
12 |
| Southeast Asset Advisors Inc. |
12 |
| Gyl Financial Synergies, Llc |
12 |
| Fourth Dimension Wealth, LLC |
12 |
| BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
12 |
| DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A |
12 |
| Mandatum Life Insurance Co Ltd |
12 |
| Kempen Capital Management N.v. |
12 |
| GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
12 |
| Bank Of Stockton |
12 |
| Delta Global Management LP |
12 |
| Cypress Capital, LLC |
12 |
| BRAMX - Blackrock Allocation Target Shares - Bats Series M |
12 |
| MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A |
12 |
| QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF |
12 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
12 |
| New Perspective Fund |
12 |
| IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF |
12 |
| IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
12 |
| Fulcrum Equity Management |
12 |
| Steward Partners Investment Solutions, Llc |
12 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
12 |
| Bulldog Investors, LLP |
12 |
| Diligent Investors, LLC |
12 |
| GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
12 |
| FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
12 |
| DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class |
12 |
| RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A |
12 |
| PICTET BANK & TRUST Ltd |
12 |
| Bank Hapoalim Bm |
12 |
| Kassirer Asset Management Corp |
12 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
12 |
| British Airways Pensions Investment Management Ltd |
12 |
| Torray Llc |
12 |
| GRZZ - Listed Funds Trust - Grizzle Growth ETF |
12 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
12 |
| Telos Capital Management, Inc. |
12 |
| Opseu Pension Plan Trust Fund |
12 |
| Lake Street Financial Llc |
12 |
| Sandell Asset Management Corp |
12 |
| IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
12 |
| McElhenny Sheffield Capital Management, LLC |
12 |
| Demars Financial Group, LLC |
12 |
| QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
12 |
| EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A |
12 |
| Cornerstone Strategic Value Fund Inc |
12 |
| Parcion Private Wealth LLC |
12 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
12 |
| Fundamentun, Llc |
12 |
| Osborne Partners Capital Management, Llc |
12 |
| Fort Sheridan Advisors Llc |
12 |
| Employees Provident Fund Board |
12 |
| Naples Money Management LLC |
12 |
| Cullen Investment Group, Ltd. |
12 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
12 |
| First Business Financial Services, Inc. |
12 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
12 |
| QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
12 |
| Bright Rock Capital Management, Llc |
12 |
| OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
12 |
| OSCV - ETF Series Solutions - Opus Small Cap Value ETF |
12 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
12 |
| Legend Financial Advisors, Inc. |
12 |
| BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
12 |
| Analyst IMS Investment Management Services Ltd. |
12 |
| Titleist Asset Management, Ltd. |
12 |
| DSC Advisors, L.P. |
12 |
| RQSI Ltd |
12 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
12 |
| Aspen Investment Management Inc |
12 |
| Acumen Wealth Advisors, LLC |
12 |
| CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
12 |
| Rubric Capital Management, LLC |
12 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
12 |
| RMG Wealth Management LLC |
12 |
| Oppenheimer Equity Fund |
12 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
12 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
12 |
| South Street Advisors LLC |
12 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
12 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
12 |
| VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
12 |
| Evelyn Partners Investment Management Services Ltd |
12 |
| Abn Amro Investment Solutions |
12 |
| Coronation Fund Managers Ltd. |
12 |
| ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
12 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
12 |
| Burk Holdings LLC |
12 |
| Muhlenkamp & Co Inc |
12 |
| Marks Group Wealth Management, Inc |
12 |
| HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
12 |
| Limestone Investment Advisors LP |
12 |
| BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A |
12 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
12 |
| Rogco, Lp |
12 |
| Peddock Capital Advisors, Llc |
12 |
| HBW Advisory Services LLC |
12 |
| Financiere des Professionnels - Fonds d,investissement inc. |
12 |
| Peoples Bank/KS |
12 |
| GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A |
12 |
| West Bancorporation Inc |
12 |
| Greenfield Seitz Capital Management, LLC |
12 |
| PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
12 |
| BluePath Capital Management, LLC |
12 |
| TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
12 |
| Intesa Sanpaolo Wealth Management |
12 |
| Capstone Financial Advisors, Inc. |
12 |
| LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC |
12 |
| Clal Insurance Enterprises Holdings Ltd |
12 |
| AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A |
12 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
12 |
| Evolution Wealth Management Inc. |
12 |
| Bedell Frazier Investment Counseling, LLC |
12 |
| BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
12 |
| INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
12 |
| VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
12 |
| Sound Point Capital Management, LP |
12 |
| FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF |
12 |
| NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
12 |
| VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF |
12 |
| Rpo Llc |
12 |
| Matrix Asset Advisors Inc/ny |
12 |
| Kazazian Asset Management, LLC |
12 |
| Steinberg Global Asset Management |
12 |
| Spinnaker Trust |
12 |
| MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
12 |
| INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares |
12 |
| Investment House Llc |
12 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF |
12 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I |
12 |
| Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
12 |
| BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A |
12 |
| SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
12 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
12 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
12 |
| Gunderson Capital Management Inc. |
12 |
| Invesco Bldrs Index Funds Trust |
12 |
| Jd Capital Management Llc |
12 |
| PNC Managed Account Solutions, Inc. |
12 |
| Edgemoor Investment Advisors, Inc. |
12 |
| XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
12 |
| DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
12 |
| QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
12 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
12 |
| Perennial Investment Advisors, LLC |
12 |
| Lodestone Wealth Management LLC |
12 |
| Azimuth Capital Management LLC |
12 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
12 |
| FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
12 |
| Trutina Financial LLC |
12 |
| Empower Advisory Group, LLC |
12 |
| FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
12 |
| Nicolet Bankshares Inc |
12 |
| Pembroke Management, LTD |
12 |
| Mountain Pacific Investment Advisers Inc/id |
12 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
12 |
| 3Chopt Investment Partners, LLC |
12 |
| Secure Asset Management, LLC |
12 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
12 |
| Abacus Wealth Partners, LLC |
12 |
| Bank of New Hampshire |
12 |
| National Wealth Management Group, LLC |
12 |
| GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor |
12 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
12 |
| LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A |
12 |
| Trust Co Of Oklahoma |
12 |
| BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N |
12 |
| Reby Advisors, LLC |
12 |
| Disciplined Growth Investors Inc /mn |
12 |
| River Wealth Advisors LLC |
12 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
12 |
| Spartan Fund Management Inc. |
12 |
| HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
12 |
| Pale Fire Capital SE |
12 |
| SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
12 |
| 25 Llc |
12 |
| WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class |
12 |
| Gerber Kawasaki Wealth & Investment Management |
12 |
| EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
12 |
| BERIX - Chartwell Funds - Berwyn Income Fund |
12 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
12 |
| PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A |
12 |
| PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
12 |
| GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
12 |
| Saudi Central Bank |
12 |
| AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares |
12 |
| PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares |
12 |
| Teachers Insurance & Annuity Association Of America |
12 |
| Allianzgi Convertible & Income 2024 Target Term Fund |
12 |
| AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
12 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
12 |
| EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
12 |
| TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A |
12 |
| LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A |
12 |
| DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
12 |
| Ayalon Holdings Ltd. |
12 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares |
12 |
| Farmer Steven Patrick |
12 |
| Two Creeks Capital Management, LP |
12 |
| LGT Group Foundation |
12 |
| EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
12 |
| Cohen & Steers Mlp Income & Energy Opportunity Fund |
12 |
| Castle Wealth Management Llc |
12 |
| Freemont Management S.A. |
12 |
| TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
12 |
| Westbourne Investment Advisors, Inc. |
12 |
| CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
12 |
| PFM Health Sciences, LP |
12 |
| Connacht Asset Management LP |
12 |
| Tevis Investment Management |
12 |
| Coolidge Francis L |
12 |
| IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF |
12 |
| Scholtz & Company, Llc |
12 |
| CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares |
12 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
12 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
12 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
12 |
| Small Cap Value Fund, Inc. |
12 |
| CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A |
12 |
| KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
12 |
| FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
12 |
| XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF |
12 |
| Western Financial Corp/CA |
12 |
| Baker Tilly Financial, Llc |
12 |
| Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
12 |
| DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
12 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
12 |
| Corsicana & Co. |
12 |
| Cheviot Value Management, LLC |
12 |
| Daruma Capital Management Llc |
12 |
| Park West Asset Management LLC |
12 |
| Archon Partners LLC |
12 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
12 |
| VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
12 |
| SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
12 |
| ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
12 |
| Hardman Johnston Global Advisors LLC |
12 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
12 |
| Dymon Asia Capital (singapore) Pte. Ltd. |
12 |
| Warlander Asset Management, LP |
12 |
| SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust |
12 |
| BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I |
12 |
| First American Trust, Fsb |
12 |
| Arrowgrass Capital Partners Llp |
12 |
| Bragg Financial Advisors, Inc |
12 |
| AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
12 |
| FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
12 |
| Quadrant Private Wealth Management, LLC |
12 |
| Regal Wealth Group, Inc. |
12 |
| AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
12 |
| Ruane, Cunniff & Goldfarb Inc |
12 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
12 |
| WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N |
12 |
| Railway Pension Investments Ltd |
12 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
12 |
| Weatherly Asset Management L. P. |
12 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio |
12 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
12 |
| FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
12 |
| Willow Street Advisors LLC |
12 |
| Acuitas Investments, LLC |
12 |
| Northwest Quadrant Wealth Management, LLC |
12 |
| Mcintyre Freedman & Flynn Investment Advisers Inc |
12 |
| DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A |
12 |
| DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A |
12 |
| Braun-Bostich & Associates Inc. |
12 |
| IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV |
12 |
| Widmann Financial Services, Inc. |
12 |
| Strategic Capital Alternatives LLC |
12 |
| Good Life Advisors, LLC |
12 |
| Altium Wealth Management LLC |
12 |
| Northside Capital Management, LLC |
12 |
| TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class |
12 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
12 |
| Bedrijfstakpensioenfonds Voor De Media Pno |
12 |
| CLARET ASSET MANAGEMENT Corp |
12 |
| DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A |
12 |
| SNS Financial Group, LLC |
12 |
| PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
12 |
| Hyman Charles D |
12 |
| Loudon Investment Management, LLC |
12 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
12 |
| Strategic Advisors LLC |
12 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
12 |
| Board of the Pension Protection Fund |
12 |
| RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H |
12 |
| Wayfinding Financial, LLC |
12 |
| Center Coast Capital Advisors, LP |
12 |
| TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I |
12 |
| TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
12 |
| AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I |
12 |
| FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A |
12 |
| FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
12 |
| Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
12 |
| Long Focus Capital Management, Llc |
12 |
| CTC Capital Management, LLC |
12 |
| FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF |
12 |
| STFGX - Advisers Investment Trust - State Farm Growth Fund |
12 |
| JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV |
12 |
| WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A |
12 |
| SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund |
12 |
| NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class |
12 |
| LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
12 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
12 |
| FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF |
11 |
| BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
11 |
| Riverwater Partners LLC |
11 |
| Atlanta Capital Management Co L L C |
11 |
| Emfo, Llc |
11 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
11 |
| TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. |
11 |
| MML Series Investment Fund II - MML Asset Momentum Fund Class II |
11 |
| Maxi Investments CY Ltd |
11 |
| SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF |
11 |
| WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
11 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
11 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
11 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
11 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
11 |
| Fcg Advisors, Llc |
11 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
11 |
| QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I |
11 |
| ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
11 |
| QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio |
11 |
| IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
11 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
11 |
| Canal Insurance CO |
11 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
11 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
11 |
| VGI Partners Ltd |
11 |
| CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
11 |
| UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
11 |
| PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
11 |
| WATPX - WESTERN ASSET FUNDS INC - Western Asset Inflation Indexed Plus Bond Fund Class FI |
11 |
| Shellback Capital, LP |
11 |
| Canal Capital Management, LLC |
11 |
| ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV |
11 |
| Serengeti Asset Management LP |
11 |
| ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
11 |
| CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
11 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
11 |
| MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I |
11 |
| Palladiem, Llc |
11 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
11 |
| RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
11 |
| WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP |
11 |
| JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
11 |
| Hillcrest Asset Management LLC |
11 |
| PENN SERIES FUNDS INC - Smid Cap Value Fund |
11 |
| Fiduciary Management Associates Llc |
11 |
| Geneva Capital Management Llc |
11 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
11 |
| PENN SERIES FUNDS INC - Flexibly Managed Fund |
11 |
| RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class |
11 |
| Yorkville Capital Management, Llc |
11 |
| JMVNX - John Hancock Funds II - Mid Value Fund Class NAV |
11 |
| Sage Capital Advisors,llc |
11 |
| Delta Capital Management Llc |
11 |
| SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF |
11 |
| JIEMX - John Hancock Funds II - Equity Income Fund Class NAV |
11 |
| Eads & Heald Wealth Management |
11 |
| Valley Forge Asset Management, Llc |
11 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
11 |
| RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF |
11 |
| Oslo Pensjonsforsikring AS |
11 |
| JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
11 |
| VMCVX - VALIC Co II - Mid Cap Value Fund |
11 |
| Ifrah Financial Services, Inc. |
11 |
| CarVal Investors, LP |
11 |
| Heartwood Wealth Advisors LLC |
11 |
| Willis Investment Counsel |
11 |
| VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares |
11 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
11 |
| VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
11 |
| FirstMerit Bank N A Trustee |
11 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
11 |
| Clear Street Group Inc. |
11 |
| JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I |
11 |
| Overbrook Management Corp |
11 |
| Egerton Capital (UK) LLP |
11 |
| Alpine Global Dynamic Dividend Fund |
11 |
| SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 |
11 |
| BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class |
11 |
| NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A |
11 |
| GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
11 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
11 |
| Maple Capital Management, Inc. |
11 |
| GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
11 |
| Fs Energy Total Return Fund |
11 |
| HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A |
11 |
| Bank OZK |
11 |
| KERR FINANCIAL PLANNING Corp |
11 |
| Bmc Fund Inc |
11 |
| Horizon Bancorp Inc /in/ |
11 |
| Hamilton Lane Advisors Llc |
11 |
| HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A |
11 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
11 |
| HBC Financial Services, PLLC |
11 |
| EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
11 |
| David R. Rahn & Associates Inc. |
11 |
| TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
11 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
11 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
11 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
11 |
| JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF |
11 |
| Greenlight Capital Inc |
11 |
| Russell Clark Investment Management Ltd |
11 |
| Adams Wealth Management |
11 |
| HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund |
11 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
11 |
| FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
11 |
| Franklin, Parlapiano, Turner & Welch, LLC |
11 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
11 |
| Adalta Capital Management LLC |
11 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
11 |
| FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
11 |
| Circle Wealth Management, LLC |
11 |
| CFO4Life Group, LLC |
11 |
| Harrell Investment Partners, Llc |
11 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
11 |
| Menard Financial Group LLC |
11 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
11 |
| Key Capital Management, INC |
11 |
| Broadview Funds Trust |
11 |
| Ab Multi-manager Alternative Fund |
11 |
| LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
11 |
| Asio Capital, LLC |
11 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
11 |
| IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
11 |
| MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
11 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
11 |
| Morgan Creek Global Equity Long/short Institutional Fund |
11 |
| PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
11 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
11 |
| AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
11 |
| Cypress Wealth Services, LLC |
11 |
| Brooklands Fund Management Ltd |
11 |
| DIV - Global X Funds - Global X SuperDividend U.S. ETF |
11 |
| ROSS\JOHNSON & Associates LLC |
11 |
| ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
11 |
| Crawford Lake Capital Management, LLC |
11 |
| Chatham Capital Group, Inc. |
11 |
| NFP Retirement, Inc. |
11 |
| Gamble Jones Investment Counsel |
11 |
| Northeast Investment Management |
11 |
| BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A |
11 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
11 |
| Nuveen Diversified Dividend & Income Fund |
11 |
| Blackrock Enhanced Equity Dividend Trust |
11 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
11 |
| Mountain Hill Investment Partners Corp. |
11 |
| Gen IV Investment Opportunities, LLC |
11 |
| Melqart Asset Management (uk) Ltd |
11 |
| Hedeker Wealth, LLC |
11 |
| IMG Wealth Management, Inc. |
11 |
| Gwn Securities Inc. |
11 |
| Western Standard LLC |
11 |
| HDV - iSHARES TRUST - iShares Core High Dividend ETF |
11 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
11 |
| BARING ASSET MANAGEMENT Ltd |
11 |
| Jolley Asset Management, LLC |
11 |
| Villere St Denis J & Co Llc |
11 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
11 |
| FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF |
11 |
| FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
11 |
| Paulson Wealth Management Inc. |
11 |
| Florida Financial Advisors, Llc |
11 |
| OmniStar Financial Group, Inc. |
11 |
| Winthrop Partners - Wny, Llc |
11 |
| Burleson & Company, LLC |
11 |
| Venor Capital Management LP |
11 |
| Sabal Trust CO |
11 |
| Utc North American Fund, Inc. |
11 |
| IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
11 |
| KAMES CAPITAL management Ltd |
11 |
| Franklin Square Holdings, L.P. |
11 |
| Grassi Investment Management Llc |
11 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
11 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
11 |
| VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V |
11 |
| Covenant Asset Management, LLC |
11 |
| RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
11 |
| FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
11 |
| GenTrust, LLC |
11 |
| Souders Financial Advisors |
11 |
| WP Advisors, LLC |
11 |
| Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF |
11 |
| MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares |
11 |
| Salem Capital Management Inc |
11 |
| Brand Asset Management Group, Inc. |
11 |
| Spouting Rock Asset Management, LLC |
11 |
| CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
11 |
| Drucker Wealth 3.0, LLC |
11 |
| New Century Investment Management, Inc |
11 |
| Temasek Holdings (Private) Ltd |
11 |
| Diversify Wealth Management, Llc |
11 |
| LionEye Capital Management LLC |
11 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class |
11 |
| Kings Path Partners LLC |
11 |
| FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund |
11 |
| Investors Portfolio Services LLC |
11 |
| Jacobs & Co/ca |
11 |
| EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF |
11 |
| Motiv8 Investments LLC |
11 |
| DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A |
11 |
| FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
11 |
| QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund |
11 |
| Wambolt & Associates, LLC |
11 |
| Asset Planning Services, Ltd. |
11 |
| One68 Global Capital, LLC |
11 |
| JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I |
11 |
| CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 |
11 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
11 |
| PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
11 |
| FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
11 |
| MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF |
11 |
| Truehand, Inc |
11 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
11 |
| Burns J W & Co Inc/ny |
11 |
| HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
11 |
| Mitchell Sinkler & Starr/pa |
11 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
11 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
11 |
| Karpus Management, Inc. |
11 |
| Sierra Summit Advisors Llc |
11 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
11 |
| Sunpointe, LLC |
11 |
| Community Bank & Trust, Waco, Texas |
11 |
| Maryland Capital Management |
11 |
| MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF |
11 |
| THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund |
11 |
| Lummis Asset Management, LP |
11 |
| Hnp Capital Llc |
11 |
| Encompass More Asset Management |
11 |
| BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
11 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
11 |
| Seminole Management Co., Inc. |
11 |
| Roumell Asset Management, LLC |
11 |
| Arvest Trust Co N A |
11 |
| FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
11 |
| Ilex Capital Partners (UK) LLP |
11 |
| Capitolis Liquid Global Markets LLC |
11 |
| Levitt Capital Management LLC |
11 |
| MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y |
11 |
| Baring International Investment Ltd |
11 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
11 |
| EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
11 |
| F&V Capital Management, LLC |
11 |
| Moreno Evelyn V |
11 |
| DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio |
11 |
| Portfolio Design Labs, LLC |
11 |
| Pinebridge Investments Llc |
11 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
11 |
| Aegon Asset Management Uk Plc |
11 |
| PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A |
11 |
| PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
11 |
| MeadowBrook Investment Advisors LLC |
11 |
| Andina Capital Management, LLC |
11 |
| Waddell & Associates, Llc |
11 |
| Miller Investment Management, LP |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
11 |
| Prospector Partners Llc |
11 |
| Summit X, LLC |
11 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
11 |
| Premier Path Wealth Partners, LLC |
11 |
| Klein Pavlis & Peasley Financial, Inc. |
11 |
| TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund |
11 |
| SMRI - EA Series Trust - Bushido Capital US Equity ETF |
11 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
11 |
| West Chester Capital Advisors, Inc |
11 |
| SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF |
11 |
| Baxter Bros Inc |
11 |
| FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF |
11 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
11 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
11 |
| Curian Series Trust |
11 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
11 |
| GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
11 |
| Vaughan David Investments Inc/il |
11 |
| LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
11 |
| LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class |
11 |
| LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class |
11 |
| FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES |
11 |
| KGGAX - Advisors' Inner Circle Fund II - KOPERNIK GLOBAL ALL-CAP FUND CLASS A SHARES |
11 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
11 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
11 |
| RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class |
11 |
| Blackrock Real Asset Equity Trust |
11 |
| Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
11 |
| SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
11 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
11 |
| APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
11 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
11 |
| Summitry Llc |
11 |
| Wood Investment Counsel LLC |
11 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
11 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
11 |
| GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
11 |
| LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
11 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
11 |
| HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I |
11 |
| Hartline Investment Corp/ |
11 |
| HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I |
11 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I |
11 |
| Beach Point Capital Management LP |
11 |
| AEGON USA Investment Management, LLC |
11 |
| Cornerstone Management, Inc. |
11 |
| Dg Capital Management Inc |
11 |
| JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
11 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
11 |
| TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A |
11 |
| BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
11 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
11 |
| KKR Credit Advisors (US) LLC |
11 |
| KAMES CAPITAL management Ltd |
11 |
| Outfitter Advisors, Ltd. |
11 |
| Storgate, LLC |
11 |
| Lakewood Asset Management LLC |
11 |
| EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
11 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
11 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
11 |
| Ackerman Capital Advisors, LLC |
11 |
| BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs |
11 |
| Regents Of The University Of California |
11 |
| Compass Wealth Management LLC |
11 |
| Linden Thomas Advisory Services, LLC |
11 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
11 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
11 |
| PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
11 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I |
11 |
| Southpoint Capital Advisors LP |
11 |
| Eagle Capital Management Llc |
11 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
11 |
| Riposte Capital Llc |
11 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
11 |
| Financial Freedom, LLC |
11 |
| Allstate Investment Management Co |
11 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
11 |
| RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
11 |
| Beverly Hills Private Wealth, LLC |
11 |
| Cercano Management LLC |
11 |
| Board of Trustees of The Leland Stanford Junior University |
11 |
| BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
11 |
| Mark Asset Management Lp |
11 |
| RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
11 |
| Cornerstone Advisors Inc |
11 |
| Europacific Growth Fund |
11 |
| Sound Shore Management Inc /ct/ |
11 |
| Jeppson Wealth Management, Llc |
11 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
11 |
| SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S |
11 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A |
11 |
| Power Corp of Canada |
11 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
11 |
| Otter Creek Advisors, LLC |
11 |
| HHG & Company, LLC |
11 |
| Clearline Capital LP |
11 |
| Trium Capital LLP |
11 |
| Signature Financial Management, Inc. |
11 |
| Cyndeo Wealth Partners, LLC |
11 |
| Physicians Financial Services, Inc. |
11 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
11 |
| NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
11 |
| SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF |
11 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
11 |
| Nuance Investments, Llc |
11 |
| Birch Hill Investment Advisors LLC |
11 |
| WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND |
11 |
| IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
11 |
| JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV |
11 |
| Brewin Dolphin Wealth Management Ltd |
11 |
| Kestrel Investment Management Corp |
11 |
| Silver Grove Financial Group, Inc. |
11 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
11 |
| JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV |
11 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
11 |
| Clarkston Capital Partners, LLC |
11 |
| Steel Partners Holdings L.p. |
11 |
| Legacy Financial Group LLC |
11 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
11 |
| Cedar Capital, Llc |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
11 |
| Stableford Capital Ii Llc |
11 |
| Odyssean, LLC |
11 |
| CM Management, LLC |
11 |
| SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A |
11 |
| Highline Capital Management, L.p. |
11 |
| MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
11 |
| Somerset Trust Co |
11 |
| Blue Ridge Capital, L.L.C. |
11 |
| Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
11 |
| Partner Investment Management, L.P. |
11 |
| Gyrus Investment Management Inc. |
11 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
11 |
| New World Fund Inc |
11 |
| Broderick Brian C |
11 |
| SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF |
11 |
| DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A |
11 |
| CFS Investment Advisory Services, LLC |
11 |
| Cary Street Partners Asset Management Llc |
11 |
| IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
11 |
| Goldman Sachs Mlp Income Opportunities Fund |
11 |
| Angeles Wealth Management, Llc |
11 |
| Parametric Risk Advisors LLC |
11 |
| Steelhead Partners Llc |
11 |
| PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
11 |
| Cs Mckee Lp |
11 |
| Leeward Investments, LLC - MA |
11 |
| Retireful, LLC |
11 |
| GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
11 |
| MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
11 |
| LGT Fund Management Co Ltd. |
11 |
| Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund |
11 |
| Duff & Phelps Select Energy Mlp Fund Inc. |
11 |
| SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
11 |
| Hatteras Funds, LLC |
11 |
| Addison Capital Co |
11 |
| Parnassus Investments /ca |
11 |
| Templeton Global Opportunities Trust |
11 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
11 |
| Safeguard Financial, LLC |
11 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
11 |
| Resolute Advisors LLC |
11 |
| PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
11 |
| ACT Capital Management, LLLP |
11 |
| Redmond Asset Management, LLC |
11 |
| WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares |
11 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
11 |
| Opera Trading Capital |
11 |
| SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A |
11 |
| Lumina Fund Management LLC |
11 |
| Anomaly Capital Management, LP |
11 |
| IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
11 |
| Values First Advisors, Inc. |
11 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
11 |
| Sabby Management, Llc |
11 |
| Orbis Investment Management (U.S.), LLC |
11 |
| Covey Capital Advisors, LLC |
11 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
11 |
| FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund |
11 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
11 |
| PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund |
11 |
| Columbia Asset Management |
11 |
| Pinnacle Wealth Management, LLC |
11 |
| Mork Capital Management, LLC |
11 |
| Jamison Eaton & Wood Inc /nj |
11 |
| Sendero Wealth Management, LLC |
11 |
| Deuterium Capital Management, LLC |
11 |
| CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF |
11 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
11 |
| Nuveen Real Asset Income & Growth Fund |
11 |
| Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class |
11 |
| Locust Wood Capital Advisers, LLC |
11 |
| Affinity Wealth Management Llc |
11 |
| SIG North Trading, ULC |
11 |
| WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
11 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
11 |
| Delta Lloyd Asset Management N.v. |
11 |
| Mcmillion Capital Management Inc |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class |
11 |
| Fiduciary Financial Services Of The Southwest Inc /tx |
11 |
| Salient Midstream & Mlp Fund |
11 |
| MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class |
11 |
| MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class |
11 |
| Amcap Fund |
11 |
| MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class |
11 |
| Bainco International Investors |
11 |
| Forbes J M & Co Llp |
11 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I |
11 |
| Folger Nolan Fleming Douglas Capital Management, Inc |
11 |
| Orca Investment Management, LLC |
11 |
| Puzo Michael J |
11 |
| Neuberger Berman Mlp Income Fund Inc. |
11 |
| GraniteShares Advisors LLC |
11 |
| Connective Portfolio Management, LLC |
11 |
| Palumbo Wealth Management LLC |
11 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I |
11 |
| GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I |
11 |
| Clarity Financial LLC |
11 |
| McAlvany Wealth Management LLC |
11 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
11 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
10 |
| Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
10 |
| Cardinal Capital Management, Inc. |
10 |
| Westport Asset Management Inc |
10 |
| Sentinus, LLC |
10 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
10 |
| Kernodle & Katon Asset Management Group, LLC |
10 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
10 |
| Farmers National Bank |
10 |
| aeris Capital Holding GmbH |
10 |
| CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell |
10 |
| OP Asset Management Ltd |
10 |
| CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
10 |
| Berkeley Capital Partners, LLC |
10 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
10 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
10 |
| Saratoga Research & Investment Management |
10 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
10 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
10 |
| SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF |
10 |
| Ninety One SA (PTY) Ltd |
10 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
10 |
| STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class |
10 |
| UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF |
10 |
| RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF |
10 |
| Bridges Investment Counsel Inc/ |
10 |
| RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A |
10 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
10 |
| CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares |
10 |
| North American Management Corp |
10 |
| PACIFIC SELECT FUND - Comstock Portfolio Class I |
10 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
10 |
| PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
10 |
| PACIFIC SELECT FUND - International Small-Cap Portfolio Class I |
10 |
| NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
10 |
| Align Wealth Management, LLC |
10 |
| JDM Financial Group LLC |
10 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y |
10 |
| Osmosis Investment Management UK Ltd |
10 |
| Sheffield Asset Management, L.L.C. |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
10 |
| IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class |
10 |
| Kayne Anderson Energy Development Co |
10 |
| New England Capital Financial Advisors LLC |
10 |
| First Wilshire Securities Management Inc |
10 |
| Commonwealth Retirement Investments LLC |
10 |
| Lyons Wealth Management, LLC. |
10 |
| Forge First Asset Management Inc. |
10 |
| WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares |
10 |
| WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares |
10 |
| TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF |
10 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
10 |
| InterOcean Capital Group, LLC |
10 |
| INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I |
10 |
| Hoese & Co LLP |
10 |
| RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF |
10 |
| SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares |
10 |
| JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
10 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
10 |
| Arista Wealth Management, LLC |
10 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
10 |
| Larry Mathis Financial Planning, LLC |
10 |
| Horizon Financial Services, Llc |
10 |
| KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
10 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
10 |
| Bristlecone Advisors, LLC |
10 |
| RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
10 |
| Flow State Investments, L.P. |
10 |
| True Bearing Asset Management LP |
10 |
| Riverloft Capital Management L.P. |
10 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
10 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
10 |
| Nantahala Capital Management, LLC |
10 |
| SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A |
10 |
| Tortoise Index Solutions, LLC |
10 |
| DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
10 |
| SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A |
10 |
| Dominick & Dominick LLC |
10 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
10 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
10 |
| MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class |
10 |
| PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 |
10 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
10 |
| USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
10 |
| Comprehensive Financial Consultants Institutional, Inc. |
10 |
| Meixler Investment Management, Ltd. |
10 |
| Phillips Wealth Planners LLC |
10 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
10 |
| AlphaQ Advisors LLC |
10 |
| JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
10 |
| DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF |
10 |
| EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 |
10 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
10 |
| Crystalline Management Inc. |
10 |
| BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I |
10 |
| Stonehill Capital Management Llc |
10 |
| Capital Investment Counsel, Inc |
10 |
| Cazenove Capital Management Ltd |
10 |
| Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
10 |
| New Century Advisors, LLC |
10 |
| LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
10 |
| Milestone Investment Advisors LLC |
10 |
| Acrisure Capital Management, LLC |
10 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
10 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
10 |
| Taylor Wealth Management Partners |
10 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
10 |
| PAELX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Local Currency Bond Fund Advisor Class |
10 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
10 |
| Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - |
10 |
| XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
10 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
10 |
| Next Century Growth Investors Llc |
10 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
10 |
| QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF |
10 |
| Hawk Ridge Capital Management Lp |
10 |
| Mainstream Investment Advisers LLC |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
10 |
| First Trust Portfolios Lp |
10 |
| Baron Wealth Management LLC |
10 |
| Progeny 3, Inc. |
10 |
| STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class |
10 |
| Cm Wealth Advisors Llc |
10 |
| Family Capital Trust Co |
10 |
| Nilsine Partners, LLC |
10 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
10 |
| SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF |
10 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I |
10 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
10 |
| MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
10 |
| Bowen Hanes & Co Inc |
10 |
| Quintet Private Bank (Europe) S.A. |
10 |
| Missouri Valley Partners, Inc. |
10 |
| Imprint Wealth LLC |
10 |
| Ewa, Llc |
10 |
| GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio |
10 |
| LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C |
10 |
| Advanced Portfolio Management, LLC |
10 |
| Trivant Custom Portfolio Group, LLC |
10 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
10 |
| Eaton Vance Tax-managed Global Diversified Equity Income Fund |
10 |
| Cardinal Point Capital Management, ULC |
10 |
| HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
10 |
| JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
10 |
| MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
10 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management |
10 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
10 |
| LaSalle Street Capital Management, LLC |
10 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
10 |
| TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class |
10 |
| Marshall & Sullivan Inc /wa/ |
10 |
| PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
10 |
| SFE Investment Counsel |
10 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
10 |
| BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
10 |
| TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF |
10 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
10 |
| LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
10 |
| Db-x Exchange-traded Funds Inc. |
10 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
10 |
| FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund |
10 |
| Payden & Rygel Investment Group |
10 |
| Armbruster Capital Management, Inc. |
10 |
| McMillan Office, Inc. |
10 |
| United Community Bank |
10 |
| Principle Wealth Partners Llc |
10 |
| OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares |
10 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
10 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
10 |
| Virtus Insight Trust |
10 |
| NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A |
10 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
10 |
| One River Asset Management, LLC |
10 |
| Orser Capital Management, Llc |
10 |
| 3 Factor Indexing, Llc |
10 |
| Brookfield High Income Fund Inc. |
10 |
| CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I |
10 |
| RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class |
10 |
| Hunter Perkins Capital Management, LLC |
10 |
| HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
10 |
| Canandaigua National Corp |
10 |
| OneAscent Financial Services LLC |
10 |
| Vantage Investment Partners, LLC |
10 |
| Invesco Dynamic Credit Opportunities Fund |
10 |
| Napier Financial, LLC |
10 |
| Gallagher Fiduciary Advisors, LLC |
10 |
| WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class |
10 |
| EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
10 |
| Luken Investment Analytics, LLC |
10 |
| Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio |
10 |
| Tyche Wealth Partners LLC |
10 |
| Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
10 |
| Criterion Capital Advisors, Llc |
10 |
| PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 |
10 |
| Eagle Rock Investment Company, Llc |
10 |
| Everpar Advisors Llc |
10 |
| Enterprise Bank & Trust Co |
10 |
| VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
10 |
| Dfa Investment Trust Co - The Continental Small Company Series |
10 |
| Chesapeake Capital Corp /il/ |
10 |
| Douglas C. Lane & Associates, Inc. |
10 |
| Arcus Capital Partners, LLC |
10 |
| USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
10 |
| Kempner Capital Management Inc. |
10 |
| Pensionfund Sabic |
10 |
| Winslow Asset Management Inc |
10 |
| Silicon Hills Wealth Management, LLC |
10 |
| O'Brien Greene & Co. Inc |
10 |
| Covenant Partners, LLC |
10 |
| RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I |
10 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
10 |
| Knuff & Co LLC |
10 |
| MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
10 |
| Capital Financial Planning, LLC |
10 |
| FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C |
10 |
| Quadcap Wealth Management, LLC |
10 |
| Hoover Financial Advisors, Inc. |
10 |
| AlTi Global, Inc. |
10 |
| Perbak Capital Partners LLP |
10 |
| GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares |
10 |
| Sanibel Captiva Trust Company, Inc. |
10 |
| Susquehanna International Group Ltd. |
10 |
| HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class |
10 |
| West Michigan Advisors, Llc |
10 |
| BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares |
10 |
| PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF |
10 |
| CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
10 |
| FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
10 |
| CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF |
10 |
| HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class |
10 |
| Graham Capital Wealth Management, Llc |
10 |
| Ascent Wealth Partners, LLC |
10 |
| McNamara Financial Services, Inc. |
10 |
| JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF |
10 |
| PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
10 |
| JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
10 |
| PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A |
10 |
| Eagle Growth & Income Opportunities Fund |
10 |
| Cardiff Park Advisors, Llc |
10 |
| Sargent Investment Group, LLC |
10 |
| CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
10 |
| PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF |
10 |
| OFOS - EXCHANGE TRADED CONCEPTS TRUST - Range Global Offshore Oil Services Index ETF |
10 |
| PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A |
10 |
| FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
10 |
| Lvm Capital Management Ltd/mi |
10 |
| JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A |
10 |
| Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
10 |
| Robinson Value Management, Ltd. |
10 |
| JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A |
10 |
| Hardy Reed LLC |
10 |
| BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
10 |
| Alpine Total Dynamic Dividend Fund |
10 |
| BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF |
10 |
| IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
10 |
| Breakwater Investment Management |
10 |
| MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF |
10 |
| Valley Brook Capital Group, Inc. |
10 |
| WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
10 |
| LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A |
10 |
| Bell Rock Capital Llc |
10 |
| Laurel Grove Capital, LLC |
10 |
| JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
10 |
| Impax Asset Management Group plc |
10 |
| Resolute Capital Asset Partners LLC |
10 |
| SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares |
10 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
10 |
| EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF |
10 |
| MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A |
10 |
| LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A |
10 |
| EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S |
10 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
10 |
| HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
10 |
| Hardin Capital Partners, LLC |
10 |
| Carrhae Capital LLP |
10 |
| Abner Herrman & Brock Llc |
10 |
| PYELX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Local Bond Fund (Investor Class) |
10 |
| Nichols & Pratt Advisers Llp /ma |
10 |
| HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I |
10 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
10 |
| NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF |
10 |
| ERNZ - Listed Funds Trust - TrueShares Active Yield ETF |
10 |
| FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
10 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
10 |
| Paragon Capital Management Inc |
10 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
10 |
| MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y |
10 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
10 |
| FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
10 |
| Financial Advisory Service, Inc. |
10 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
10 |
| Silver Bridge Capital Management LLC |
10 |
| First Merchants Corp |
10 |
| Gifford Fong Associates |
10 |
| Alpine Bank Wealth Management |
10 |
| Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund |
10 |
| Consolidated Planning Corp |
10 |
| FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares |
10 |
| NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class |
10 |
| Signature Wealth Management Group |
10 |
| Ami Asset Management Corp |
10 |
| DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
10 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A |
10 |
| Wellesley Asset Management |
10 |
| Elkhorn Partners Limited Partnership |
10 |
| Boyle Capital Management, LLC |
10 |
| Ccm Investment Advisers Llc |
10 |
| Green Owl Capital Management, LLC |
10 |
| JB Investments Management, LLC |
10 |
| Ramsey Quantitative Systems |
10 |
| Perkins Capital Management Inc |
10 |
| JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
10 |
| Inlight Wealth Management, LLC |
10 |
| Farmers Trust Co |
10 |
| Studio Investment Management Llc |
10 |
| VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF |
10 |
| FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A |
10 |
| YANKCOM Partnership |
10 |
| PARK CIRCLE Co |
10 |
| Salzhauer Michael |
10 |
| Louisbourg Investments Inc. |
10 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
10 |
| Sustainable Insight Capital Management, LLC |
10 |
| Bank of Jackson Hole Trust |
10 |
| Blenheim Capital Management, BV |
10 |
| Trust Co Of Virginia /va |
10 |
| Donaldson Capital Management, Llc |
10 |
| Independence Trust CO |
10 |
| BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares |
10 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class |
10 |
| FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF |
10 |
| Compton Capital Management Inc /ri |
10 |
| GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
10 |
| Filbrandt Wealth Management, LLC |
10 |
| PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A |
10 |
| Aft, Forsyth & Company, Inc. |
10 |
| Guardian Partners Inc. |
10 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
10 |
| Sava Infond d.o.o. |
10 |
| DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A |
10 |
| MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares |
10 |
| DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard |
10 |
| Advanced Asset Management Advisors Inc |
10 |
| ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF |
10 |
| Sona Asset Management (us) Llc |
10 |
| LexAurum Advisors, LLC |
10 |
| NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF |
10 |
| Keystone Financial Group |
10 |
| Freedom Day Solutions, LLC |
10 |
| Private Management Group Inc |
10 |
| Salient Private Client, Llc |
10 |
| QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
10 |
| RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
10 |
| Marshall & Sterling Wealth Advisors Inc. |
10 |
| NCM Capital Advisers, Inc. |
10 |
| Marketocracy Funds |
10 |
| Smead Capital Management, Inc. |
10 |
| Joseph Group Capital Management |
10 |
| SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
10 |
| INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
10 |
| Hyperion Capital Advisors LP |
10 |
| ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
10 |
| IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF |
10 |
| KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares |
10 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
10 |
| Brookfield BHS Advisors LLC |
10 |
| Insight Select Income Fund |
10 |
| Brookwood Investment Group LLC |
10 |
| Turim 21 Investimentos Ltda. |
10 |
| Marcum Wealth, LLC |
10 |
| Vivaldi Capital Management, LLC |
10 |
| QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
10 |
| Eaton Vance Tax-managed Buy-write Income Fund |
10 |
| LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
10 |
| Epiphany Funds |
10 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
10 |
| BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
10 |
| ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A |
10 |
| Caerus Investment Advisors, LLC |
10 |
| Cornerstone Advisors, LLC |
10 |
| FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional |
10 |
| Blue Sky Asset Management, LLC |
10 |
| FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A |
10 |
| PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
10 |
| YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
10 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
10 |
| CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A |
10 |
| FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
10 |
| STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A |
10 |
| Aua Capital Management, Llc |
10 |
| SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional |
10 |
| CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF |
10 |
| LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
10 |
| Taurus Asset Management, Llc |
10 |
| FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
10 |
| Midwest Trust Co |
10 |
| QV Investors Inc. |
10 |
| Westerkirk Capital Inc. |
10 |
| Flippin Bruce & Porter Inc |
10 |
| Volterra Technologies LP |
10 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
10 |
| VCGEX - VALIC Co I - Emerging Economies Fund |
10 |
| IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A |
10 |
| Monetta Financial Services Inc |
10 |
| ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
10 |
| Scharf Investments, Llc |
10 |
| BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
10 |
| Westchester Capital Management, Inc. |
10 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
10 |
| Martin Investment Management, LLC |
10 |
| QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I |
10 |
| BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class |
10 |
| Karpas Strategies, Llc |
10 |
| ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
10 |
| Cadence Bank Na |
10 |
| BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class |
10 |
| Knightsbridge Asset Management, Llc |
10 |
| Corrado Advisors, Llc |
10 |
| Heartland Bank & Trust Co |
10 |
| FRG Family Wealth Advisors LLC |
10 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
10 |
| RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF |
10 |
| Ti-trust, Inc |
10 |
| RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF |
10 |
| RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
10 |
| RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
10 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
10 |
| DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
10 |
| PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P |
10 |
| Altrinsic Global Advisors Llc |
10 |
| Ariel Investments, Llc |
10 |
| PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A |
10 |
| Andalusian Capital Partners, Lp |
10 |
| IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y |
10 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
10 |
| ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A |
10 |
| PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A |
10 |
| VELA Investment Management, LLC |
10 |
| Oppenheimer Series Fund |
10 |
| Hutchens Investment Management Inc |
10 |
| Renasant Bank |
10 |
| DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A |
10 |
| TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A |
10 |
| Elevated Capital Advisors, LLC |
10 |
| RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
10 |
| Kidder Stephen W |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
10 |
| GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional |
10 |
| DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
10 |
| IVIOX - IVA Fiduciary Trust - IVA International Fund Class A |
10 |
| ELD - WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund N/A |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
10 |
| Scott & Selber, Inc. |
10 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II |
10 |
| NewGen Asset Management Ltd |
10 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
10 |
| Lumature Wealth Partners, LLC |
10 |
| PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
10 |
| FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
10 |
| HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A |
10 |
| VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
10 |
| Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
10 |
| Montage Investments, Llc |
10 |
| VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
10 |
| INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y |
10 |
| VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares |
10 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
10 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
10 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 |
10 |
| Stone Run Capital, Llc |
10 |
| Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
10 |
| Samson Rock Capital LLP |
10 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
10 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
10 |
| DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
10 |
| DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
10 |
| Bennett Lawrence Management L L C/ny |
10 |
| DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund |
10 |
| LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF |
10 |
| KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares |
10 |
| MBE Wealth Management, LLC |
10 |
| ATLANTIC INVESTMENT Co |
10 |
| B&D White Capital Company, LLC |
10 |
| SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
10 |
| DCM Advisors, LLC |
10 |
| Wilen Investment Management Corp. |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
10 |
| VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A |
10 |
| PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
10 |
| WealthPlan Investment Management, LLC |
10 |
| Summit Partners Public Asset Management, Llc |
10 |
| Polar Capital Holdings Plc |
10 |
| Arvest Bank Trust Division |
10 |
| PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
10 |
| Budros, Ruhlin & Roe, Inc. |
10 |
| CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A |
10 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
10 |
| Steamboat Capital Partners, LLC |
10 |
| Mesirow Institutional Investment Management, Inc. |
10 |
| Walker Asset Management, LLC |
10 |
| Spectrum Advisory Services Inc |
10 |
| AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A |
9 |
| FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A |
9 |
| FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
9 |
| FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
9 |
| FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
9 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
9 |
| BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
9 |
| ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF |
9 |
| ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class |
9 |
| Clovis Capital Management Lp |
9 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
9 |
| BKF - iShares, Inc. - iShares MSCI BRIC ETF |
9 |
| MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y |
9 |
| National Penn Investors Trust Co /pa |
9 |
| CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
9 |
| VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares |
9 |
| Tieton Capital Management, LLC |
9 |
| Valmark Advisers, Inc. |
9 |
| Fragasso Group Inc. |
9 |
| Sky Investment Group LLC |
9 |
| Tiedemann Trust Co |
9 |
| Sather Financial Group Inc |
9 |
| Mcglinn Capital Management Inc |
9 |
| First Commonwealth Financial Corp /pa/ |
9 |
| Argyle Capital Management Inc. |
9 |
| LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
9 |
| EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A |
9 |
| MASTERINVEST Kapitalanlage GmbH |
9 |
| Algebris (uk) Ltd |
9 |
| PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
9 |
| 300 North Capital, Llc |
9 |
| RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund |
9 |
| IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A |
9 |
| Financial Advisory Group |
9 |
| NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A |
9 |
| Beaumont Financial Partners, LLC |
9 |
| Sarasin & Partners LLP |
9 |
| DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I |
9 |
| Garrison Bradford & Associates Inc |
9 |
| Hendley & Co Inc |
9 |
| GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF |
9 |
| NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A |
9 |
| GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
9 |
| GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
9 |
| Alleghany Corp /de |
9 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio |
9 |
| Mitsubishi UFJ Asset Management (UK) Ltd. |
9 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. |
9 |
| Traub Capital Management LLC |
9 |
| Soroban Capital Partners LP |
9 |
| Maseco Llp |
9 |
| Sarver Vrooman Wealth Advisors |
9 |
| EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
9 |
| ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
9 |
| Birchbrook, Inc. |
9 |
| Ransom Advisory, Ltd |
9 |
| First Financial Equity Corporation |
9 |
| Corient IA LLC |
9 |
| CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class |
9 |
| Ccm Investment Group, Llc |
9 |
| Johnson Financial Group, LLC |
9 |
| BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I |
9 |
| Eaton Vance Enhanced Equity Income Fund |
9 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
9 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
9 |
| Lansforsakringar Fondforvaltning AB (publ) |
9 |
| Doubleline Opportunistic Credit Fund |
9 |
| USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
9 |
| OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class |
9 |
| WEHIX - WEITZ FUNDS - Hickory Fund |
9 |
| CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund |
9 |
| Nuveen Flexible Investment Income Fund |
9 |
| Parvin Asset Management, LLC |
9 |
| Foundation Asset Management, LP |
9 |
| Aries Wealth Management |
9 |
| Northwest Capital Management Inc |
9 |
| Asia Research & Capital Management Ltd |
9 |
| DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class |
9 |
| Gabelli Convertible & Income Securities Fund Inc |
9 |
| DDD Partners, LLC |
9 |
| Yorktown Energy Partners XI, L.P. |
9 |
| Oak Grove Capital LLC |
9 |
| Bell & Brown Wealth Advisors, Llc |
9 |
| Crowley Wealth Management, Inc. |
9 |
| Generali Investments, Management Co LLC |
9 |
| Flagship Wealth Advisors, Llc |
9 |
| Atala Financial Inc |
9 |
| Sumitomo Mitsui Financial Group, Inc. |
9 |
| Capital Markets Trading UK LLP |
9 |
| Weil Company, Inc. |
9 |
| Advyzon Investment Management, LLC |
9 |
| Kentucky Trust Co |
9 |
| Sovran Advisors, LLC |
9 |
| Compass Financial Services Inc |
9 |
| GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
9 |
| Rheos Capital Works Inc. |
9 |
| LIVR - EA Series Trust - Intelligent Livermore ETF |
9 |
| Eaton Vance Risk-managed Diversified Equity Income Fund |
9 |
| Chicago Capital, LLC |
9 |
| Ashler Capital Llc |
9 |
| Goff John C |
9 |
| Cynosure Advisors, Llc |
9 |
| Indaba Capital Management, L.P. |
9 |
| Cannon Financial Strategists, Inc. |
9 |
| Wealthstar Advisors, Llc |
9 |
| Andesa Financial Management Inc. |
9 |
| Sicart Associates LLC |
9 |
| Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF |
9 |
| Foxby Corp. |
9 |
| Penn Mutual Asset Management, LLC |
9 |
| Fiduciary Financial Group, Llc |
9 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
9 |
| FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF |
9 |
| PIMCO FUNDS - PIMCO Sector Fund Series - H |
9 |
| Clear Point Advisors Inc. |
9 |
| Inlet Private Wealth, LLC |
9 |
| Roman Butler Fullerton & Co |
9 |
| Triad Investment Management |
9 |
| Econ Financial Services Corp |
9 |
| Fairway Wealth LLC |
9 |
| EnCap Energy Capital Fund IX, L.P. |
9 |
| Leo Wealth, LLC |
9 |
| Ables, Iannone, Moore & Associates, Inc. |
9 |
| HMS Capital Management, LLC |
9 |
| EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF |
9 |
| PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
9 |
| Vima Llc |
9 |
| Oracle Alpha Inc. |
9 |
| JFG Wealth Management, LLC |
9 |
| United Advisor Group, LLC |
9 |
| First Financial Bankshares Inc |
9 |
| Systematic Portfolios LLC |
9 |
| Full Sail Capital, LLC |
9 |
| Polymer Capital Management (HK) LTD |
9 |
| EnRich Financial Partners LLC |
9 |
| Biltmore Capital Advisors LLC |
9 |
| Archetype Wealth Partners |
9 |
| First Trust Investment Solutions L.P. |
9 |
| Victory Financial Group, Llc |
9 |
| Centric Wealth Management |
9 |
| Occidental Asset Management, LLC |
9 |
| Trinity Legacy Partners, LLC |
9 |
| Voss Capital, LLC |
9 |
| Stonebrook Private Inc. |
9 |
| Feinberg Stephen |
9 |
| Nierenberg Investment Management Company, Inc. |
9 |
| Thor Advisors, Llc |
9 |
| First National Corp /ma/ /adv |
9 |
| GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF |
9 |
| Blackrock Enhanced Global Dividend Trust |
9 |
| FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
9 |
| FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF |
9 |
| Amplify ETF Trust - Amplify Cash Flow High Income ETF |
9 |
| Putnam Voyager Fund |
9 |
| USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
9 |
| IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I |
9 |
| Union Square Park Capital Management, LLC |
9 |
| PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C |
9 |
| PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. |
9 |
| Ramius Advisors Llc |
9 |
| APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
9 |
| Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 |
9 |
| MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A |
9 |
| Davidson Kempner Capital Management LLC |
9 |
| La Banque Postale Asset Management SA |
9 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
9 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I |
9 |
| GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
9 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 |
9 |
| TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A |
9 |
| NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares |
9 |
| Putnam ETF Trust - Putnam ESG Core Bond ETF - |
9 |
| CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
9 |
| SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
9 |
| JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
9 |
| FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF |
9 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
9 |
| Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) |
9 |
| Gateway Wealth Partners, LLC |
9 |
| Taylor Asset Management Inc |
9 |
| Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
9 |
| VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
9 |
| Pacific Grove Capital LP |
9 |
| South Ferry Capital Management, L.P. |
9 |
| Brown Capital Management Llc |
9 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
9 |
| Good Harbor Financial, LLC |
9 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
9 |
| Karamaan Group, LLC |
9 |
| Long Oar Global Investors, LLC |
9 |
| Catapult Capital Management Llc |
9 |
| Aspen Grove Capital, LLC |
9 |
| Delta Financial Group, Inc. |
9 |
| SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
9 |
| Fusion Investment Group, LLC |
9 |
| Quaker Capital Investments, LLC |
9 |
| LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC |
9 |
| Argonautica Private Wealth Management, Inc |
9 |
| LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
9 |
| RIA Advisory Group LLC |
9 |
| VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
9 |
| Templeton Global Income Fund |
9 |
| Advanced Series Trust - Ast International Value Portfolio |
9 |
| Epacria Capital Partners, Llc |
9 |
| Jessup Wealth Management, Inc |
9 |
| YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
9 |
| ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
9 |
| Tortoise Mlp Fund, Inc. |
9 |
| Pennant Capital Management, LLC |
9 |
| Fine Capital Partners, L.P. |
9 |
| Catalyst Financial Partners Llc |
9 |
| Creative Capital Management Investments LLC |
9 |
| ASB Consultores, LLC |
9 |
| UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
9 |
| BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell |
9 |
| JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV |
9 |
| AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 |
9 |
| Oppenheimer Corporate Bond Fund |
9 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
9 |
| Hound Partners, LLC |
9 |
| ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio |
9 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
9 |
| Quantum Financial Advisors, LLC |
9 |
| JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L |
9 |
| Grayhawk Investment Strategies Inc. |
9 |
| Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
9 |
| NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
9 |
| DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A |
9 |
| TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
9 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
9 |
| PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class |
9 |
| TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A |
9 |
| FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
9 |
| PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P |
9 |
| PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P |
9 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
9 |
| FSC Wealth Advisors, LLC |
9 |
| Cyrus J. Lawrence, LLC |
9 |
| International Value Advisers, LLC |
9 |
| CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class |
9 |
| DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF |
9 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
9 |
| Avenir Corp |
9 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
9 |
| BWZ - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Short Term International Treasury Bond ETF |
9 |
| WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares |
9 |
| THRC Management, LLC |
9 |
| EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB |
9 |
| Oaktree Diversified Income Fund Inc. |
9 |
| EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB |
9 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
9 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
9 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
9 |
| EFG Asset Management (North America) Corp. |
9 |
| Empery Asset Management, LP |
9 |
| Stock Portfolio - Stock Portfolio |
9 |
| First Community Trust Na |
9 |
| Autumn Glory Partners, LLC |
9 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
9 |
| Jenkins Wealth |
9 |
| Central Asset Investments & Management Holdings (HK) Ltd |
9 |
| BlueMar Capital Management, LLC |
9 |
| MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class |
9 |
| Motley Fool Wealth Management, LLC |
9 |
| Guardian Wealth Management, Inc. |
9 |
| RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
9 |
| Western Pacific Wealth Management, LP |
9 |
| Lipe & Dalton |
9 |
| Edmond de Rothschild (Europe) |
9 |
| Avaii Wealth Management, Llc |
9 |
| JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
9 |
| Lindenwold Advisors |
9 |
| American Money Management, LLC |
9 |
| Gordian Capital Singapore Pte Ltd |
9 |
| China Universal Asset Management Co., Ltd. |
9 |
| Morton Brown Family Wealth, LLC |
9 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class |
9 |
| Citizens & Northern Corp |
9 |
| Lodge Hill Capital, LLC |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
9 |
| Greenwich Investment Management, Inc. |
9 |
| NEIRG Wealth Management, LLC |
9 |
| Chesapeake Partners Management Co Inc/md |
9 |
| Naviter Wealth, LLC |
9 |
| PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class |
9 |
| Goodman Advisory Group, LLC |
9 |
| Maryland Capital Advisors Inc. |
9 |
| Godshalk Welsh Capital Management, Inc. |
9 |
| DMG Group, LLC |
9 |
| MFEGX - MFS SERIES TRUST II - MFS Growth Fund A |
9 |
| Redwood Capital Management, Llc |
9 |
| Thornmark Asset Management Inc. |
9 |
| GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI |
9 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
9 |
| Voya International High Dividend Equity Income Fund |
9 |
| TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. |
9 |
| SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
9 |
| FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund |
9 |
| FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class |
9 |
| FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund |
9 |
| Bessemer Securities Llc |
9 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
9 |
| IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
9 |
| MEAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Fixed Income Opportunities Portfolio Class I |
9 |
| Knott David M Jr |
9 |
| Pathway Capital Opportunity Fund, Inc. |
9 |
| Strategic Asset Management, LLC |
9 |
| MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
9 |
| MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
9 |
| AEMB - AMERICAN CENTURY ETF TRUST - American Century Emerging Markets Bond ETF |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
9 |
| ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
9 |
| Shanda Payment Holdings Ltd. |
9 |
| RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class |
9 |
| Voya Emerging Markets High Dividend Equity Fund |
9 |
| PENN SERIES FUNDS INC - Mid Core Value Fund |
9 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
9 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
9 |
| Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
9 |
| JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
9 |
| RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF |
9 |
| Confluence Wealth Management LLC |
9 |
| CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF |
9 |
| CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF |
9 |
| CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF |
9 |
| National Investment Services Inc /wi |
9 |
| RiverTree Advisors, LLC |
9 |
| RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
9 |
| JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I |
9 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
9 |
| JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
9 |
| JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
9 |
| Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 |
9 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
9 |
| Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A |
9 |
| Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A |
9 |
| Smith Anglin Financial, LLC |
9 |
| PIMCO Dynamic Income Opportunities Fund |
9 |
| SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N |
9 |
| HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia |
9 |
| HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
9 |
| HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia |
9 |
| IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV |
9 |
| Strive Financial Group ,LLC |
9 |
| Weitz Investment Management, Inc. |
9 |
| Marsico Capital Management Llc |
9 |
| Navalign, LLC |
9 |
| TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
9 |
| Better Money Decisions, LLC |
9 |
| EFIX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Emerging Markets Debt ETF |
9 |
| Prosperity Bancshares Inc |
9 |
| Willis Johnson & Associates, Inc. |
9 |
| ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class |
9 |
| ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
9 |
| Portland Investment Counsel Inc. |
9 |
| ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
9 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
9 |
| AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I |
9 |
| Gibraltar Capital Management, Inc. |
9 |
| Timelo Investment Management Inc. |
9 |
| Argus Investors' Counsel, Inc. |
9 |
| GRATRY & Co LLC |
9 |
| PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional |
9 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
9 |
| HOMPX - Series Portfolios Trust - HW Opportunities MP Fund |
9 |
| VELA Funds - VELA Small Cap Fund Class I |
9 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A |
9 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
9 |
| Round Rock Advisors, LLC |
9 |
| Summit Capital Management Llc |
9 |
| Alpha Family Trust |
9 |
| Tiff Advisory Services Inc |
9 |
| PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund |
9 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
9 |
| FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
9 |
| Wolf Hill Capital Management, LP |
9 |
| UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
9 |
| InterOcean Capital, LLC |
9 |
| FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund |
9 |
| DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A |
9 |
| Curated Wealth Partners LLC |
9 |
| CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class |
9 |
| Foyston, Gordon, & Payne Inc |
9 |
| Lafayette Investments, Inc. |
9 |
| Stack Financial Management, Inc |
9 |
| CR Intrinsic Investors, LLC |
9 |
| ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
9 |
| GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
9 |
| Estate Planners Group, LLC |
9 |
| Merrion Investment Management Co, LLC |
9 |
| Bellecapital International Ltd. |
9 |
| Dudley & Shanley, Inc. |
9 |
| Waycross Partners, Llc |
9 |
| Hills Bank & Trust Co |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 |
9 |
| Wendell David Associates Inc |
9 |
| Latitude Advisors, LLC |
9 |
| Liberty Capital Management, Inc. |
9 |
| PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares |
9 |
| Silver Lake Advisory, LLC |
9 |
| BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio |
9 |
| Tiaa-cref Individual & Institutional Services, Llc |
9 |
| TruWealth Advisors, LLC |
9 |
| TIAA Wealth Investment Management LLC |
9 |
| TrueWealth Advisors, LLC |
9 |
| SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A |
9 |
| Journey Advisory Group, LLC |
9 |
| Oak Harvest Investment Services |
9 |
| LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
9 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
9 |
| MD Financial Management Inc. |
9 |
| LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
9 |
| GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
9 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
9 |
| Lester Murray Antman dba SimplyRich |
9 |
| Tiemann Investment Advisors, Llc |
9 |
| MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class |
9 |
| GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares |
9 |
| Swedbank |
9 |
| Xxi Wealth, Llc |
9 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
9 |
| DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A |
9 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
9 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
9 |
| HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
9 |
| HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I |
9 |
| Holland Capital Management Llc |
9 |
| GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares |
9 |
| LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A |
9 |
| SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A |
9 |
| MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A |
9 |
| Eaton Vance Tax-managed Diversified Equity Income Fund |
9 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
9 |
| Wharton Business Group, LLC |
9 |
| IFC & Insurance Marketing, Inc. |
9 |
| WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF |
9 |
| Fishman Jay A Ltd/mi |
9 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
9 |
| SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
9 |
| QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans |
9 |
| SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
9 |
| Markston International Llc |
9 |
| ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
9 |
| Grisanti Capital Management LLC |
9 |
| Northstar Investment Advisors Llc |
9 |
| SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A |
9 |
| FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class |
9 |
| Arrow Investments Trust - Arrow DWA Country Rotation ETF |
9 |
| Cadinha & Co Llc |
9 |
| CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A |
9 |
| Hamel Associates, Inc. |
9 |
| RELIANCE TRUST Co |
9 |
| ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF |
9 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
9 |
| SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
9 |
| Nexus Investment Management ULC |
9 |
| Bath Savings Trust Co |
9 |
| Geller Advisors LLC |
9 |
| QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
9 |
| Smithbridge Asset Management Inc/de |
9 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
9 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
9 |
| Private Asset Management Inc |
9 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
9 |
| Nepsis, Inc. |
9 |
| JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF |
9 |
| JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF |
9 |
| AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
9 |
| Nixon Peabody Trust Co |
9 |
| Norman Fields, Gottscho Capital Management, LLC |
9 |
| Blackrock Enhanced Capital & Income Fund, Inc. |
9 |
| Blackstone Holdings III L.P. |
9 |
| Boys Arnold & Co Inc |
9 |
| MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares |
9 |
| MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
9 |
| Richard P Slaughter Associates Inc |
9 |
| PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A |
9 |
| WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
9 |
| LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
9 |
| Life Cycle Investment Partners Ltd |
9 |
| GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund |
9 |
| PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) |
9 |
| Peloton Wealth Strategists |
9 |
| UNIVEST FINANCIAL Corp |
9 |
| FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund |
9 |
| FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund |
9 |
| FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund |
9 |
| Packer & Co Ltd |
9 |
| ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
9 |
| PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
9 |
| Vista Private Wealth Partners. LLC |
9 |
| Consolidated Investment Group LLC |
9 |
| Accuvest Global Advisors |
9 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
9 |
| Icahn Carl C |
9 |
| RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
9 |
| RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
9 |
| Taylor Frigon Capital Management LLC |
9 |
| RiverPark Advisors, LLC |
9 |
| Oppenheimer Equity Income Fund |
9 |
| VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares |
9 |
| Flossbach Von Storch Ag |
9 |
| FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares |
9 |
| Investment Partners, Ltd. |
9 |
| FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class |
9 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
9 |
| SignalPoint Asset Management, LLC |
9 |
| FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
9 |
| QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
9 |
| GURU - Global X Funds - Global X Guru Index ETF |
9 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
9 |
| Ballast Advisors Llc |
9 |
| Gemsstock Ltd. |
9 |
| Jade Capital Advisors, LLC |
9 |
| Investment Research & Advisory Group, Inc. |
9 |
| Lorber David A |
9 |
| NWK Group, Inc. |
9 |
| A. D. Beadell Investment Counsel, Inc. |
9 |
| Findlay Park Partners LLP |
9 |
| FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
9 |
| 1776 Wealth LLC |
9 |
| EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A |
9 |
| FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A |
9 |
| Finivi Inc. |
9 |
| HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A |
9 |
| IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A |
9 |
| Crumly & Associates Inc. |
9 |
| HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
9 |
| POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund |
9 |
| ESL Trust Services, LLC |
9 |
| Kovitz Investment Group, LLC |
9 |
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
9 |
| Tortoise Essential Assets Income Term Fund |
9 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
9 |
| DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
9 |
| SkyOak Wealth, LLC |
9 |
| Robeco Schweiz AG |
9 |
| TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class |
9 |
| CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
9 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
9 |
| Carl Domino Inc |
9 |
| Kirr Marbach & Co Llc /in/ |
9 |
| PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF |
9 |
| PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
9 |
| ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A |
9 |
| KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
9 |
| SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
9 |
| Butensky & Cohen Financial Security, Inc |
9 |
| NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A |
9 |
| ECOW - Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF |
9 |
| IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
9 |
| Nuveen Tax-advantaged Dividend Growth Fund |
9 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 |
9 |
| National Philanthropic Trust |
9 |
| Watershed Asset Management, L.L.C. |
9 |
| Norris Perne & French Llp/mi |
9 |
| Roanoke Asset Management Corp/ Ny |
9 |
| 55i, Llc |
9 |
| Pioneer Series Trust I |
8 |
| TCF National Bank |
8 |
| RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class |
8 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M |
8 |
| Seven Mile Advisory |
8 |
| AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class |
8 |
| JB Capital LLC |
8 |
| DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF |
8 |
| AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class |
8 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
8 |
| Ignis Investment Services Ltd |
8 |
| Victory Institutional Funds |
8 |
| Zuckerman Investment Group, LLC |
8 |
| ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
8 |
| JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF |
8 |
| Silver Rock Financial LLC |
8 |
| Heritage Financial Services, LLC |
8 |
| VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
8 |
| SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
8 |
| REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E |
8 |
| MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A |
8 |
| MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
8 |
| GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
8 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
8 |
| GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
8 |
| JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
8 |
| TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund |
8 |
| Harbour Investment Management Llc |
8 |
| Ws Management Lllp |
8 |
| JGP Global Gestao de Recursos Ltda. |
8 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
8 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
8 |
| Alaethes Wealth LLC |
8 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
8 |
| BIP Wealth, LLC |
8 |
| MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
8 |
| Benson Wealth Management INC |
8 |
| Gleason Group, Inc. |
8 |
| S.a.c. Global Investors, Llp |
8 |
| Capital Management Corp /va |
8 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
8 |
| Shelter Ins Retirement Plan |
8 |
| Alhambra Investment Partners LLC |
8 |
| JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund |
8 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
8 |
| MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class |
8 |
| SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio |
8 |
| Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 |
8 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 |
8 |
| Chapter IV Investors, LLC |
8 |
| Ambs Investment Counsel Llc |
8 |
| Trafelet Brokaw Capital Management, L.p. |
8 |
| TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A |
8 |
| Alpine Associates Advisors |
8 |
| Eaton Vance Tax-advantaged Bond & Option Strategies Fund |
8 |
| RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class |
8 |
| OHIO NATIONAL FUND INC - ON Bond Portfolio |
8 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
8 |
| GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
8 |
| USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares |
8 |
| REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
8 |
| FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio |
8 |
| Mark Morris Et Al |
8 |
| JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) |
8 |
| Value Partners Investments Inc. |
8 |
| COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
8 |
| Trust CO of the Ozarks |
8 |
| Jnl Series Trust - Jnl/wmc Value Fund (a) |
8 |
| Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
8 |
| FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A |
8 |
| Warburg Pincus Llc |
8 |
| QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A |
8 |
| FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
8 |
| JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) |
8 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
8 |
| FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class |
8 |
| VCIEX - VALIC Co I - International Equities Index Fund |
8 |
| Center Coast Mlp & Infrastructure Fund |
8 |
| Kaizen Financial Strategies |
8 |
| FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF |
8 |
| Columbia Capital Llc |
8 |
| Phillip James Consulting Co. |
8 |
| London Co Of Virginia |
8 |
| QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
8 |
| DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares |
8 |
| Berger Financial Group, Inc |
8 |
| ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
8 |
| Corbyn Investment Management Inc/md |
8 |
| VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A |
8 |
| Foursixthree Capital Lp |
8 |
| TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A |
8 |
| Caspian Capital Lp |
8 |
| Coho Partners, Ltd. |
8 |
| CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares |
8 |
| LaFleur & Godfrey LLC |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
8 |
| First Allied Asset Management, Inc. |
8 |
| Curbstone Financial Management Corp |
8 |
| Point Nemo Capital, LLC |
8 |
| EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
8 |
| EMBD - Global X Funds - Global X Emerging Markets Bond ETF |
8 |
| VCIFX - VALIC Co I - International Government Bond Fund |
8 |
| Electron Capital Partners, LLC |
8 |
| Amici Capital, LLC |
8 |
| West Financial Advisors, LLC |
8 |
| MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund |
8 |
| Lone Pine Capital Llc |
8 |
| PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
8 |
| ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
8 |
| PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I |
8 |
| Account Management LLC |
8 |
| Profunds - Profund Vp Emerging Markets |
8 |
| Md Sass Investors Services Inc |
8 |
| BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
8 |
| Constellation Wealth Advisors, LLC |
8 |
| AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
8 |
| 71 West Capital Partners |
8 |
| Western Financial Corporation |
8 |
| Houlihan Financial Resource Group, Ltd. |
8 |
| Bayban |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
8 |
| KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A |
8 |
| Baron Financial Group, LLC |
8 |
| Knighthead Capital Management, LLC |
8 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
8 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
8 |
| DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF |
8 |
| EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A |
8 |
| Severin Investments, LLC |
8 |
| Trust & Fiduciary Management Services Inc |
8 |
| OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A |
8 |
| Gibbs Wealth Management |
8 |
| LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I |
8 |
| LOM Asset Management Ltd |
8 |
| BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares |
8 |
| WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N |
8 |
| FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund |
8 |
| Btr Capital Management Inc |
8 |
| Pictet North America Advisors SA |
8 |
| Efficient Market Advisors, LLC |
8 |
| Highland Peak Capital, LLC |
8 |
| IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P |
8 |
| PayPay Securities Corp |
8 |
| ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
8 |
| SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S |
8 |
| Nuveen Preferred & Income Opportunities Fund |
8 |
| SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF |
8 |
| Drexel Morgan & Co. |
8 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
8 |
| Bank Pictet & Cie (asia) Ltd |
8 |
| Zweig Advisers Llc |
8 |
| Cooke & Bieler Lp |
8 |
| TB Alternative Assets Ltd. |
8 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
8 |
| Lombard Odier & Cie (Canada), Limited Partnership |
8 |
| Bancroft Fund Ltd |
8 |
| PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF |
8 |
| Two Roads Shared Trust - Conductor Global Equity Value ETF |
8 |
| GMICX - GMO TRUST - GMO International Equity Fund Class II |
8 |
| PACIFIC SELECT FUND - International Value Portfolio Class I |
8 |
| Oxinas Partners Wealth Management LLC |
8 |
| SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A |
8 |
| ULTRA SERIES FUND - Diversified Income Fund Class I |
8 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
8 |
| Tetrad Corp |
8 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
8 |
| Windward Capital Management Co /ca |
8 |
| Walter & Keenan Financial Consulting Co /mi/ /adv |
8 |
| JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R |
8 |
| Partners Group Holding AG |
8 |
| Foster Group, Inc. |
8 |
| Trevor Stewart Burton & Jacobsen Inc |
8 |
| DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I |
8 |
| Biltmore Wealth Management, LLC |
8 |
| PCM Encore, LLC |
8 |
| Thomas Story & Son Llc |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class |
8 |
| JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares |
8 |
| FLP Wealth Management, LLC |
8 |
| Wingspan Investment Management, LP |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
8 |
| Oppenheimer International Bond Fund |
8 |
| Family Legacy Financial Solutions, LLC |
8 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio |
8 |
| AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
8 |
| LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF |
8 |
| Morgan Stanley Income Securities Inc |
8 |
| Rangeley Capital, LLC |
8 |
| Oppenheimer Discovery Fund |
8 |
| JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
8 |
| FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. |
8 |
| MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
8 |
| AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A |
8 |
| Militia Capital Partners, LP |
8 |
| Daytona Street Capital LLC |
8 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
8 |
| GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
8 |
| Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A |
8 |
| VVSGX - VALIC Co I - Small Cap Growth Fund |
8 |
| Wealth Management Associates, Inc. |
8 |
| DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. |
8 |
| Soros Capital Management Llc |
8 |
| Quattro Financial Advisors Llc |
8 |
| LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
8 |
| Gw Capital Inc |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
8 |
| EMG Holdings, L.P. |
8 |
| FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE |
8 |
| Cbre Clarion Securities Llc |
8 |
| LENS - EA Series Trust - Sarmaya Thematic ETF |
8 |
| WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A |
8 |
| Barnes Dennig Private Wealth Management LLC |
8 |
| Cowen Prime Advisors LLC |
8 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
8 |
| RE Dickinson Investment Advisors, LLC |
8 |
| Security Asset Management |
8 |
| New Age Alpha Funds Trust - NAA Allocation Fund Class C |
8 |
| New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
8 |
| New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES |
8 |
| OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
8 |
| JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
8 |
| Jasper Ridge Partners, L.P. |
8 |
| USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares |
8 |
| JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
8 |
| Relative Value Partners Group, LLC |
8 |
| Tahithromos, L.L.C. |
8 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
8 |
| Heronetta Management, L.P. |
8 |
| Ellsworth Growth & Income Fund Ltd |
8 |
| AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class |
8 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A |
8 |
| Southern Michigan Bank & Trust |
8 |
| Achievement Holdings L.P. |
8 |
| IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
8 |
| FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund |
8 |
| LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
8 |
| Mpam Credit Trading Partners L.p. |
8 |
| PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
8 |
| BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
8 |
| Aull & Monroe Investment Management Corp |
8 |
| Cornerstone National Bank & Trust Co |
8 |
| MONTX - MONETTA TRUST - Monetta Fund |
8 |
| Ahl Investment Management, Inc. |
8 |
| CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
8 |
| Guardian Variable Products Trust - Guardian Integrated Research VIP Fund |
8 |
| Fairholme Capital Management Llc |
8 |
| Smith & Howard Wealth Management, LLC |
8 |
| CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
8 |
| Voya Infrastructure, Industrials & Materials Fund |
8 |
| GSB Wealth Management, LLC |
8 |
| Morgan Creek Series Trust |
8 |
| Delphi Financial Group, Inc. |
8 |
| Lionsbridge Wealth Management LLC |
8 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
8 |
| YASLX - AMG FUNDS - AMG Yacktman Special Opportunities Fund Class Z |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
8 |
| Oppenheimer & Close, LLC |
8 |
| Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio |
8 |
| Sompo Japan Nipponkoa Asset Management Co.,ltd. |
8 |
| Buckley Wealth Management, LLC |
8 |
| Blackrock Enhanced International Dividend Trust |
8 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
8 |
| CAMG Solamere Management, LLC |
8 |
| Plan A Wealth LLC |
8 |
| Marketfield Asset Management LLC |
8 |
| Carronade Capital Management, LP |
8 |
| Riversville Capital, Inc. |
8 |
| QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund |
8 |
| DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard |
8 |
| Aware Super Pty Ltd as trustee of Aware Super |
8 |
| Optimize Financial Inc |
8 |
| Baron Silver Stevens Financial Advisors, Llc |
8 |
| Richards, Merrill & Peterson, Inc. |
8 |
| Uniting Wealth Partners, LLC |
8 |
| DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A |
8 |
| Randolph Co Inc |
8 |
| Allen Capital Group, LLC |
8 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
8 |
| Mfs Intermediate Income Trust |
8 |
| Kopernik Global Investors, LLC |
8 |
| 22nw, Lp |
8 |
| Roberts Glore & Co Inc /il/ |
8 |
| FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class |
8 |
| TPIF - TIMOTHY PLAN - Timothy Plan International ETF |
8 |
| Security National Bank Of Sioux City Iowa /ia/ |
8 |
| Icapital Wealth Llc |
8 |
| Contrarius Group Holdings Ltd |
8 |
| Raiff Partners Inc |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
8 |
| Biondo Investment Advisors, LLC |
8 |
| Zimmermann Investment Management & Planning Llc |
8 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
8 |
| Graybill Bartz & Assoc Ltd |
8 |
| PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y |
8 |
| 44 Wealth Management Llc |
8 |
| SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class |
8 |
| Farr Miller & Washington Llc/dc |
8 |
| Red Cedar Capital, LLC |
8 |
| LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares |
8 |
| Socratic Fund Management, L.P. |
8 |
| Generali Asset Management SPA SGR |
8 |
| Elefante Michael B |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class |
8 |
| DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF |
8 |
| PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares |
8 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
8 |
| Impact Capital Partners LLC |
8 |
| Wealth High Governance Capital Ltda |
8 |
| Clare Market Investments LLC |
8 |
| Argentarii, LLC |
8 |
| NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A |
8 |
| Vision Financial Markets Llc |
8 |
| Atlantic Private Wealth, LLC |
8 |
| EnCap Energy Capital Fund VIII, L.P. |
8 |
| NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
8 |
| Yorktown Energy Partners X, L.P. |
8 |
| Wealth Science Advisors LLC |
8 |
| Badgley Phelps & Bell Inc |
8 |
| Pinnacle Family Advisors, LLC |
8 |
| LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
8 |
| Sowa Financial Group, Inc. |
8 |
| POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes |
8 |
| Fermata Advisors, LLC |
8 |
| NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A |
8 |
| Anchyra Partners Llc |
8 |
| Omni Event Management Ltd |
8 |
| Kendall Capital Management |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
8 |
| FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF |
8 |
| Bloom Tree Partners, Llc |
8 |
| Invesco Senior Secured Management Inc /adv |
8 |
| TGWIX - TCW FUNDS INC - TCW Emerging Markets Local Currency Income Fund Class I |
8 |
| Crews Bank & Trust |
8 |
| THRC Holdings, LP |
8 |
| Davidson Capital Management Inc. |
8 |
| DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
8 |
| Barbara Oil Co. |
8 |
| Thrivent Core Funds - Thrivent Core Emerging Markets Debt Fund |
8 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
8 |
| AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class |
8 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
8 |
| Boltwood Capital Management |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
8 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
8 |
| Argent Trust Company, N.a. |
8 |
| DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares |
8 |
| Lyell Wealth Management, Lp |
8 |
| DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund |
8 |
| THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A |
8 |
| PENN SERIES FUNDS INC - Mid Cap Value Fund |
8 |
| Round Table Services, LLC |
8 |
| Securian Funds Trust - SFT Dynamic Managed Volatility Fund |
8 |
| Securian Funds Trust - SFT International Bond Fund Class 2 |
8 |
| Ncm Capital Management Group Inc |
8 |
| MIDSX - Midas Series Trust - Midas Fund |
8 |
| HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
8 |
| Avondale Wealth Management |
8 |
| Penn Davis Mcfarland Inc |
8 |
| Hartford Funds Management Co LLC |
8 |
| Hamlin Capital Management, LLC |
8 |
| Indivisible Partners |
8 |
| Endex Capital Management Llc |
8 |
| Strategic Financial Services, Inc, |
8 |
| DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A |
8 |
| Krane Funds Advisors LLC |
8 |
| Kennebec Savings Bank |
8 |
| Sheets Smith Investment Management |
8 |
| RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class |
8 |
| OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF |
8 |
| ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
8 |
| VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A |
8 |
| Chesapeake Wealth Management |
8 |
| Cross Staff Investments Inc |
8 |
| Appaloosa Management Lp |
8 |
| RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A |
8 |
| FOURPOINTS Investment Managers, S.A.S. |
8 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
8 |
| InTrack Investment Management Inc |
8 |
| Tcfg Wealth Management, Llc |
8 |
| FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio |
8 |
| TT International Asset Management LTD |
8 |
| Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 |
8 |
| FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio |
8 |
| PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P |
8 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
8 |
| Maj Invest Holding A/S |
8 |
| Heritage Wealth Management, Inc. |
8 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
8 |
| JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
8 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
8 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
8 |
| Elliott Investment Management L.P. |
8 |
| RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
8 |
| Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A |
8 |
| De Burlo Group Inc |
8 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
8 |
| Northstar Asset Management Llc |
8 |
| BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares |
8 |
| Lazard World Dividend & Income Fund, Inc. |
8 |
| Clayton Partners LLC |
8 |
| Destra International & Event-driven Credit Fund |
8 |
| Wealthgarden F.s. Llc |
8 |
| Pier 88 Investment Partners Llc |
8 |
| PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund |
8 |
| SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF |
8 |
| Schaper Benz & Wise Investment Counsel Inc/wi |
8 |
| APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A |
8 |
| IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I |
8 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
8 |
| City Center Advisors, LLC |
8 |
| JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV |
8 |
| Dividend & Income Fund |
8 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
8 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
8 |
| Equity Investment Corp |
8 |
| Global X Japan Co., Ltd. |
8 |
| LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
8 |
| EMDAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Local Currency Fund Class A |
8 |
| Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 |
8 |
| LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund |
8 |
| ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES |
8 |
| Ashford Capital Management Inc |
8 |
| ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES |
8 |
| DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
8 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
8 |
| Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 |
8 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
8 |
| apricus wealth, LLC |
8 |
| TruNorth Capital Management, LLC |
8 |
| HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia |
8 |
| SBIEX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Value Fund Class A |
8 |
| Landsberg, Bennett, & Dubbaneh LLC |
8 |
| FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
8 |
| Vista Investment Partners Llc |
8 |
| MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
8 |
| Manske Wealth Management |
8 |
| Alua Capital Management LP |
8 |
| MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
8 |
| QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
8 |
| FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 |
8 |
| Stone Ridge Trust Iii |
8 |
| Norwood Financial Corp |
8 |
| EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA |
8 |
| Eukles Asset Management |
8 |
| Absolute Gestao de Investimentos Ltda. |
8 |
| Spirepoint Private Client, Llc |
8 |
| Sienna Gestion |
8 |
| Engine No. 1 Llc |
8 |
| TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund |
8 |
| WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares |
8 |
| DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund |
8 |
| WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES |
8 |
| Eurizon SLJ Capital Ltd |
8 |
| 1 North Wealth Services Llc |
8 |
| JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A |
8 |
| IFUNX - UNIFIED SERIES TRUST - IRON STRATEGIC INCOME FUND - Institutional Class |
8 |
| JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
8 |
| JMCRX - James Advantage Funds - James Micro Cap Fund |
8 |
| Fs Global Credit Opportunities Fund-d |
8 |
| Croft Funds Corp |
8 |
| Conatus Capital Management LP |
8 |
| EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
8 |
| Capital City Trust Co/fl |
8 |
| CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A |
8 |
| DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF |
8 |
| Fs Global Credit Opportunities Fund-a |
8 |
| Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A |
8 |
| Armistice Capital, Llc |
8 |
| MBL Wealth, LLC |
8 |
| Advisory Resource Group |
8 |
| Consultiva Wealth Management, Corp. |
8 |
| DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
8 |
| BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF |
8 |
| FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund |
8 |
| CPMG Inc |
8 |
| Fearnley Asset Management As |
8 |
| TrinityPoint Wealth, LLC |
8 |
| FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor |
8 |
| waypoint wealth counsel |
8 |
| Marble Wealth, LLC |
8 |
| DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
8 |
| CGMRX - CGM TRUST - CGM Realty Fund |
8 |
| FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
8 |
| CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
8 |
| IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
8 |
| Breithorn Capital Management |
8 |
| CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
8 |
| Gries Financial Llc |
8 |
| MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A |
8 |
| Smallwood Wealth Investment Management, LLC |
8 |
| CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A |
8 |
| SlateStone Wealth, LLC |
8 |
| Cooperatieve Rabobank U.A. |
8 |
| Thompson Rubinstein Investment Management Inc /or/ |
8 |
| DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
8 |
| LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
8 |
| AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A |
8 |
| VELA Funds - VELA Short Duration Fund - Class A |
8 |
| AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
8 |
| FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class |
8 |
| IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
8 |
| BHR Capital LLC |
8 |
| Richelieu Gestion PLC |
8 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
8 |
| FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
8 |
| FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
8 |
| PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF |
8 |
| Madison Street Partners, LLC |
8 |
| IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares |
8 |
| HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class |
8 |
| Wealth Effects Llc |
8 |
| Susquehanna International Securities, Ltd. |
8 |
| Long Island Wealth Management, Inc. |
8 |
| Dagco, Inc. |
8 |
| Bulltick Wealth Management, LLC |
8 |
| London & Capital Asset Management Ltd |
8 |
| FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund |
8 |
| SVXFX - Smead Funds Trust - Smead International Value Fund Class I1 |
8 |
| MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
8 |
| Birchview Capital, LP |
8 |
| TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A |
8 |
| One Fin Capital Management LP |
8 |
| KLS Diversified Asset Management LP |
8 |
| Brendel Financial Advisors LLC |
8 |
| LifeSteps Financial, Inc. |
8 |
| RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I |
8 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
8 |
| Taylor, Cottrill LLC |
8 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
8 |
| Fiduciary Services Corp/ga |
8 |
| CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A |
8 |
| Alight Capital Management LP |
8 |
| Palisades Investment Partners, LLC |
8 |
| Merriman Wealth Management, LLC |
8 |
| Signal Advisors Wealth, LLC |
8 |
| Guardian Investment Management |
8 |
| Broadwater Capital Management Llc |
8 |
| EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
8 |
| Oppenheimer Dividend Opportunity Fund |
8 |
| Richardson Capital Management LLC |
8 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
8 |
| First Financial Bank - Trust Division |
8 |
| FourWorld Capital Management LLC |
8 |
| Greystone Financial Group, LLC |
8 |
| Oppenheimer Rochester California Municipal Fund |
8 |
| United Financial Planning Group LLC |
8 |
| Gold Investment Management Ltd. |
8 |
| StepStone Group LP |
8 |
| Kynikos Associates LP |
8 |
| Anthracite Investment Company, Inc. |
8 |
| PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
8 |
| Mak Capital One Llc |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
8 |
| Harmony Asset Management Llc |
8 |
| CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class |
8 |
| D.C. Capital Advisors, Ltd |
8 |
| Groesbeck Investment Management Corp /nj/ |
8 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
8 |
| Patriot Investment Management Inc. |
8 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
8 |
| Falcon Point Capital, Llc |
8 |
| Philip James Wealth Mangement, LLC |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I |
8 |
| Grace Brothers Management Llc |
8 |
| Private Harbour Investment Management & Counsel, LLC |
8 |
| Traveka Wealth, LLC |
8 |
| Tritonpoint Wealth, Llc |
8 |
| BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class |
8 |
| Tax-Managed Value Portfolio - Tax-Managed Value Portfolio |
8 |
| HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES |
8 |
| Rovida Advisors Inc. |
8 |
| ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF |
8 |
| Beacon Harbor Wealth Advisors, Inc. |
8 |
| Sound View Wealth Advisors Group, LLC |
8 |
| FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class |
8 |
| CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL |
8 |
| Probity Advisors, Inc. |
8 |
| FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares |
8 |
| SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
8 |
| GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares |
8 |
| ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A |
8 |
| BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
8 |
| SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 |
8 |
| Permit Capital, LLC |
8 |
| American State Bank (Iowa) |
8 |
| Aip Series Trust |
8 |
| SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund |
8 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
8 |
| Shaker Investments Llc/oh |
8 |
| KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
8 |
| Slocum, Gordon & Co LLP |
8 |
| Steinberg Asset Management Llc |
8 |
| WFA Asset Management Corp |
8 |
| Ares Multi-strategy Credit Fund, Inc. |
8 |
| Encompass Funds |
8 |
| NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class |
8 |
| Origin Asset Management LLP |
8 |
| SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
8 |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
8 |
| IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF |
8 |
| Fidelity Multi-Strategy Credit Fund |
8 |
| INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A |
8 |
| MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I |
8 |
| S. R. Schill & Associates |
8 |
| ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
8 |
| BSW Wealth Partners |
8 |
| PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A |
8 |
| HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF |
8 |
| Ion Asset Management Ltd. |
8 |
| SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
8 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
8 |
| DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A |
7 |
| PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional |
7 |
| Highlander Partners, L.P. |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
7 |
| Alta Fundamental Advisers LLC |
7 |
| Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
7 |
| All Season Financial Advisors, Inc. |
7 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
7 |
| FOVL - iSHARES TRUST - iShares Focused Value Factor ETF |
7 |
| Edgar Lomax Co/va |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 |
7 |
| Millrace Asset Group, Inc. |
7 |
| Thomaspartners, Inc. |
7 |
| DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares |
7 |
| BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF |
7 |
| Ignite Planners, LLC |
7 |
| Lime Rock Management LP |
7 |
| Kathleen S. Wright Associates Inc. |
7 |
| Fsb Premier Wealth Management, Inc. |
7 |
| City Of London Investment Management Co Ltd |
7 |
| Vazirani Asset Management LLC |
7 |
| GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N |
7 |
| Cornerstone Capital Management Llc |
7 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
7 |
| Barr E S & Co |
7 |
| LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
7 |
| Qualcomm Inc/de |
7 |
| VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
7 |
| Jackson Thornton Asset Management, Llc |
7 |
| JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T |
7 |
| Hedges Asset Management LLC |
7 |
| HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia |
7 |
| Zevenbergen Capital Investments Llc |
7 |
| Blue Sparrow, LLC /DE |
7 |
| Sourcerock Fund LP |
7 |
| Cadence Wealth Management LLC |
7 |
| FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund |
7 |
| Alan B. Lancz & Associates, Inc. |
7 |
| SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
7 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
7 |
| MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class |
7 |
| INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A |
7 |
| One + One Wealth Management, Llc |
7 |
| MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
7 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
7 |
| ION Fund Management Ltd |
7 |
| Chemistry Wealth Management LLC |
7 |
| Caldwell Investment Management Ltd. |
7 |
| LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
7 |
| ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class |
7 |
| Westwood Management Corp /il/ |
7 |
| Mayflower Financial Advisors, LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class |
7 |
| Guardian Wealth Advisors, Llc / Nc |
7 |
| QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 |
7 |
| Vanguard Chester Funds |
7 |
| OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
7 |
| Patient Capital Management, LLC |
7 |
| Itau USA Asset Management Inc. |
7 |
| Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class |
7 |
| Birch Capital Management, LLC |
7 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
7 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
7 |
| SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares |
7 |
| Washington State Investment Board |
7 |
| Herring Creek Capital Management, LLC |
7 |
| Settian Capital LP |
7 |
| NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class |
7 |
| PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
7 |
| BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
7 |
| Tran Capital Management, L.p. |
7 |
| Tru Independence Asset Management 2, Llc |
7 |
| ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF |
7 |
| Cdkv Holdings Llc |
7 |
| TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C |
7 |
| MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I |
7 |
| PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
7 |
| Philadelphia International Advisors Lp |
7 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
7 |
| Meritage Group LP |
7 |
| Oak Harbor Wealth Partners, Llc |
7 |
| Peoples Bank /oh |
7 |
| Roehl & Yi Investment Advisors, LLC |
7 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A |
7 |
| NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A |
7 |
| NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A |
7 |
| NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A |
7 |
| MGMT - Unified Series Trust - Ballast Small/mid Cap Etf |
7 |
| Western Asset Emerging Markets Debt Fund Inc. |
7 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class |
7 |
| RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A |
7 |
| Tanaka Capital Management Inc |
7 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
7 |
| Snyder Capital Management L P |
7 |
| Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
7 |
| Narwhal Capital Management |
7 |
| FSEDX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Local Currency Fund |
7 |
| MKP Capital Management, L.L.C. |
7 |
| MOHR - Collaborative Investment Series Trust - Mohr Growth ETF |
7 |
| Kanawha Capital Management Llc |
7 |
| Ramsay, Stattman, Vela & Price, Inc. |
7 |
| Private Capital Management Inc |
7 |
| FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF |
7 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
7 |
| Wealthspring Capital LLC |
7 |
| NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund |
7 |
| 10-15 Associates, Inc. |
7 |
| DHJJ Financial Advisors, Ltd. |
7 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
7 |
| CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares |
7 |
| Managed Asset Portfolios, Llc |
7 |
| DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A |
7 |
| DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF |
7 |
| DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
7 |
| Financial Strategy Network, LLC |
7 |
| My Legacy Advisors, LLC |
7 |
| FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class |
7 |
| Euclidean Technologies Management, LLC |
7 |
| CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class |
7 |
| Grand Jean Capital Management Inc |
7 |
| Cohen & Steers Infrastructure Fund Inc |
7 |
| Hefty Wealth Partners |
7 |
| EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF |
7 |
| IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
7 |
| Country Club Bank /gfn |
7 |
| Commons Capital, Llc |
7 |
| CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class |
7 |
| IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A |
7 |
| Flat Footed LLC |
7 |
| Manikay Partners, LLC |
7 |
| CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL |
7 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A |
7 |
| Fayerweather Charles |
7 |
| JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 |
7 |
| Center For Asset Management LLC |
7 |
| Harber Asset Management Llc |
7 |
| Insight Advisors, LLC/ PA |
7 |
| NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
7 |
| Cerro Pacific Wealth Advisors LLC |
7 |
| G.F.W. Energy X, L.P. |
7 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II |
7 |
| Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II |
7 |
| EWC - iShares, Inc. - iShares MSCI Canada ETF |
7 |
| JMN Financial LLC |
7 |
| SHMDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Debt Fund Class I |
7 |
| SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I |
7 |
| OneAscent Wealth Management LLC |
7 |
| NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF |
7 |
| Transatlantique Private Wealth Llc |
7 |
| Monticello Wealth Management, Llc |
7 |
| Himension Fund |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
7 |
| FSM Wealth Advisors, LLC |
7 |
| Fenimore Asset Management Inc |
7 |
| North Point Portfolio Managers Corp/oh |
7 |
| JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A |
7 |
| DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund |
7 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
7 |
| NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A |
7 |
| SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF |
7 |
| SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF |
7 |
| SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 |
7 |
| IVC Wealth Advisors LLC |
7 |
| Carleon Capital Partners LLC |
7 |
| WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N |
7 |
| Capstone Triton Financial Group, LLC |
7 |
| BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N |
7 |
| D. E. Shaw & Co, L.p. |
7 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I |
7 |
| Cornerstone Capital, Inc. |
7 |
| ULTRA SERIES FUND - Core Bond Fund Class I |
7 |
| Basswood Capital Management, L.l.c. |
7 |
| Centennial Wealth Advisory LLC |
7 |
| Sea Otter Advisors LLC |
7 |
| Goodwin Investment Advisory |
7 |
| AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund |
7 |
| STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares |
7 |
| SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
7 |
| Pitcairn Wealth Advisors LLC |
7 |
| PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
7 |
| Lifetime Wealth Management P.C. |
7 |
| Fund 1 Investments, LLC |
7 |
| PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class |
7 |
| ADVANCED SERIES TRUST - AST AB Global Bond Portfolio |
7 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2029 |
7 |
| VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF |
7 |
| GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
7 |
| Glovista Investments LLC |
7 |
| XY Capital Ltd |
7 |
| Cortland Advisers Llc |
7 |
| FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
7 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
7 |
| RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
7 |
| RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A |
7 |
| Susquehanna Trust & Investment Co |
7 |
| FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Local Currency Central Fund |
7 |
| RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I |
7 |
| Claudia M.p. Batlle, Crp (r) Llc |
7 |
| GoodHaven Capital Management, LLC |
7 |
| Forest Avenue Capital Management LP |
7 |
| Tortoise Energy Infrastructure Corp |
7 |
| Bingham Osborn & Scarborough Llc |
7 |
| Pyrrho Capital Management, LP |
7 |
| Garden State Investment Advisory Services LLC |
7 |
| Longbow Finance SA |
7 |
| EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares |
7 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
7 |
| VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A |
7 |
| Dudley Capital Management, Llc |
7 |
| NOIGX - Northern Funds - Northern International Equity Fund |
7 |
| Capital Group Investment Management Pte. Ltd. |
7 |
| OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class |
7 |
| Highmount Capital, LLC |
7 |
| Seamans Capital Management, LLC |
7 |
| Artisan Partners Holdings Lp |
7 |
| TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I |
7 |
| Oppenheimer Steelpath Mlp Funds Trust |
7 |
| BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A |
7 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
7 |
| Davis Investment Partners, LLC |
7 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S |
7 |
| Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) |
7 |
| GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares |
7 |
| Lone Star Value Investors GP LLC |
7 |
| AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class |
7 |
| Montag & Caldwell, Llc |
7 |
| First Trust/aberdeen Global Opportunity Income Fund |
7 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
7 |
| CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF |
7 |
| ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF |
7 |
| Jnl Series Trust - Jnl/s&p 4 Fund (a) |
7 |
| Fiduciary Asset Management Llc |
7 |
| DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I |
7 |
| VSL - ETF Series Solutions - Volshares Large Cap ETF |
7 |
| GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
7 |
| CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
7 |
| Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) |
7 |
| GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional |
7 |
| DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A |
7 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
7 |
| OHIO NATIONAL FUND INC - ON Foreign Portfolio |
7 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
7 |
| Advanced Investment Partners, LLC |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
7 |
| JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional |
7 |
| P&S Credit Management, L.P. |
7 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 |
7 |
| SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I |
7 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 |
7 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A |
7 |
| Motley Fool Asset Management LLC |
7 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
7 |
| FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
7 |
| TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
7 |
| TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A |
7 |
| John Hancock Tax-advantaged Global Shareholder Yield Fund |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II |
7 |
| Yacktman Asset Management Lp |
7 |
| Westend Partners Lp |
7 |
| Consolidated Portfolio Review Corp |
7 |
| Ofi Invest Asset Management |
7 |
| MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares |
7 |
| MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares |
7 |
| Ruggaard & Associates LLC |
7 |
| Scotia Asset Management L.P. |
7 |
| GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio |
7 |
| RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
7 |
| Credo Capital Management, LLC |
7 |
| GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares |
7 |
| EnCap Partners GP, LLC |
7 |
| Lord Abbett Floating Rate High Income Fund |
7 |
| VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
7 |
| MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A |
7 |
| VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
7 |
| Intelligence Driven Advisers, LLC |
7 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
7 |
| Vermillion Asset Management LLC |
7 |
| BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF |
7 |
| UBP Investment Advisors SA |
7 |
| Thrivent Core Funds - Thrivent Core Mid Cap Value Fund |
7 |
| CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class |
7 |
| TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I |
7 |
| Ambassador Advisors, LLC |
7 |
| Xcel Wealth Management, LLC |
7 |
| PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A |
7 |
| CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class |
7 |
| Dillon & Associates Inc |
7 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I |
7 |
| Slagle Financial, LLC |
7 |
| Nuveen Equity Premium Opportunity Fund |
7 |
| Guidance Capital, Inc |
7 |
| Northwest Bank & Trust Co |
7 |
| Mastrapasqua Asset Management Inc |
7 |
| BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class |
7 |
| AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 |
7 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
7 |
| PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I |
7 |
| Legacy Capital Partners, Inc. |
7 |
| ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
7 |
| SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I |
7 |
| WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares |
7 |
| WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares |
7 |
| SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares |
7 |
| ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M |
7 |
| FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
7 |
| WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares |
7 |
| QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans |
7 |
| WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES |
7 |
| Sterling Capital Variable Insurance Funds |
7 |
| BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
7 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
7 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
7 |
| Sigma Investment Counselors Inc |
7 |
| FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF |
7 |
| Stuyvesant Capital Management |
7 |
| GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class |
7 |
| Bond Portfolio Ii |
7 |
| DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares |
7 |
| MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A |
7 |
| MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
7 |
| HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF |
7 |
| FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
7 |
| Port Capital LLC |
7 |
| Braver Wealth Management, LLC |
7 |
| Sterling Global Strategies LLC |
7 |
| BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF |
7 |
| DARP - Tidal Trust II - Grizzle Growth ETF |
7 |
| HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class |
7 |
| SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class |
7 |
| ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF |
7 |
| Tradition Asset Management Llc |
7 |
| Aberdeen Funds - Aberdeen Income Builder Fund Class A |
7 |
| Employers Holdings, Inc. |
7 |
| Matrix Trust Co |
7 |
| Reynders McVeigh Capital Management, LLC |
7 |
| IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A |
7 |
| Private Capital Management Llc |
7 |
| PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares |
7 |
| Davide Leone & Partners Investment Co Ltd. |
7 |
| TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S |
7 |
| Julex Capital Management, Llc |
7 |
| OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I |
7 |
| Berylson Capital Partners, Llc |
7 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
7 |
| Cushing Etf Trust |
7 |
| Jupiter Wealth Management LLC |
7 |
| Kmg Fiduciary Partners, Llc |
7 |
| Evergreen Private Wealth LLC |
7 |
| GVAL - Cambria ETF Trust - Cambria Global Value ETF |
7 |
| Kore Advisors LP |
7 |
| Quad Capital Management Advisors LLC |
7 |
| Focus Financial Network Inc /adv |
7 |
| ELBIX - Ashmore Funds - Ashmore Emerging Markets Local Currency Bond Fund INSTITUTIONAL CLASS SHARES |
7 |
| HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class |
7 |
| DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
7 |
| Renaissance Investment Group LLC |
7 |
| Touradji Capital Management, Lp |
7 |
| BRUFX - Bruce Fund Inc - Bruce Fund |
7 |
| PFUEX - PRINCIPAL FUNDS INC - Finisterre Unconstrained Emerging Markets Bond Fund Class A |
7 |
| Marque Millennium Capital Management Lcc |
7 |
| Alternative Investment Advisors, LLC. |
7 |
| SIH Partners, LLLP |
7 |
| Mohican Financial Management, LLC |
7 |
| ESGE - iShares, Inc. - iShares ESG MSCI EM ETF |
7 |
| Ascension Asset Management LLC |
7 |
| Mosley Wealth Management |
7 |
| Barton Investment Management |
7 |
| Callodine Capital Management, LP |
7 |
| New World Advisors LLC |
7 |
| Inspire Trust Co, N.a. |
7 |
| FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund |
7 |
| FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund |
7 |
| WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor |
7 |
| DDJCX - ALPS Series Trust - DDJ Opportunistic High Yield Fund Class I |
7 |
| HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class |
7 |
| Burford Brothers, Inc. |
7 |
| Mountaineer Partners Management, LLC |
7 |
| FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund |
7 |
| Proathlete Wealth Management Llc |
7 |
| Rikoon Group, LLC |
7 |
| Arthur Zaske & Associates, LLC |
7 |
| Carlson Capital Management |
7 |
| FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund |
7 |
| Guidant Wealth Advisors |
7 |
| Abundance Wealth Counselors |
7 |
| EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF |
7 |
| ERTS Wealth Advisors, LLC |
7 |
| Burke & Herbert Bank & Trust Co |
7 |
| Pratt Collard Advisory Partners LLC |
7 |
| ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares |
7 |
| LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF |
7 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
7 |
| TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A |
7 |
| PVCMX - Series Portfolios Trust - Palm Valley Capital Fund Investor Class |
7 |
| BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF |
7 |
| APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares |
7 |
| SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class |
7 |
| Modus Advisors, LLC |
7 |
| MGB Wealth Management, LLC |
7 |
| CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
7 |
| CRA Financial Services, LLC |
7 |
| Summit Wealth & Retirement Planning, Inc. |
7 |
| Academy Capital Management Inc/tx |
7 |
| Angeles Investment Advisors, LLC |
7 |
| DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
7 |
| QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
7 |
| Horizon Advisory Services, Inc. |
7 |
| Pullen Investment Management, LLC |
7 |
| First Trust Mlp & Energy Income Fund |
7 |
| FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares |
7 |
| JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I |
7 |
| Delta Partners Llc |
7 |
| New Covenant Trust Company, N.A. |
7 |
| MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares |
7 |
| ICENX - ICON FUNDS - ICON Energy Fund Class S |
7 |
| WMKGX - WESMARK FUNDS - WesMark Growth Fund |
7 |
| ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class |
7 |
| Cunning Capital Partners, LP |
7 |
| Madison Strategic Sector Premium Fund |
7 |
| RNIN - EA Series Trust - Bushido Capital US SMID Cap Equity ETF |
7 |
| Benson Investment Management Company, Inc. |
7 |
| ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES |
7 |
| NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF |
7 |
| HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares |
7 |
| Conestoga Capital Advisors, LLC |
7 |
| AIA Investment Management Private Ltd |
7 |
| Acropolis Investment Management, LLC |
7 |
| Fullcircle Wealth Llc |
7 |
| MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF |
7 |
| Mirae Asset Securities (usa) Inc. |
7 |
| CacheTech Inc. |
7 |
| Old Port Advisors |
7 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class |
7 |
| LFA - Lugano Financial Advisors SA |
7 |
| Cumberland Advisors Inc |
7 |
| MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M |
7 |
| MFCPX - M FUND INC - M Capital Appreciation Fund |
7 |
| Ariadne Wealth Management, LP |
7 |
| JGP Wealth Management, LLC |
7 |
| PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund |
7 |
| Wellspring Financial Advisors, LLC |
7 |
| Apella Capital, LLC |
7 |
| New Capital Management LP |
7 |
| Spo Advisory Corp |
7 |
| Cypress Capital Management Llc |
7 |
| JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
7 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
7 |
| BankChampaign, National Association |
7 |
| Argos Wealth Advisors, LLC |
7 |
| SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
7 |
| Blockhouse Capital Management Lp |
7 |
| Bravera Wealth |
7 |
| Large-cap Value Portfolio |
7 |
| FPA FUNDS TRUST - FPA International Value Fund |
7 |
| Everstar Asset Management, LLC |
7 |
| Elmwood Wealth Management, Inc. |
7 |
| WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares |
7 |
| American Alpha Advisors, LLC |
7 |
| RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF |
7 |
| F3Logic, LLC |
7 |
| XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
7 |
| Emerald Investment Advisers, LLC |
7 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
7 |
| Evanson Asset Management, LLC |
7 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
7 |
| E Six Thirteen, Llc |
7 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
7 |
| Valicenti Advisory Services Inc |
7 |
| MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF |
7 |
| AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A |
7 |
| IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
7 |
| CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A |
7 |
| SYM FINANCIAL Corp |
7 |
| First Sabrepoint Capital Management Lp |
7 |
| FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF |
7 |
| Biltmore Family Office, LLC |
7 |
| Fairvoy Private Wealth, LLC |
7 |
| RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 |
7 |
| Asset Planning,Inc |
7 |
| NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class |
7 |
| Roxbury Financial LLC |
7 |
| Fedenia Advisers LLC |
7 |
| Divergent Wealth Advisors, Llc |
7 |
| Noble Wealth Management PBC |
7 |
| HoyleCohen, LLC |
7 |
| Shah Capital Management |
7 |
| Madison Investment Advisors, LLC |
7 |
| Aristotle Atlantic Partners, Llc |
7 |
| Woodson Capital Management, LP |
7 |
| Partners Capital Investment Group, Llp |
7 |
| Apollo Management Holdings GP, LLC |
7 |
| FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A |
7 |
| FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A |
7 |
| Lucia Wealth Services, Llc |
7 |
| Bks Advisors, Llc |
7 |
| IDV - iSHARES TRUST - iShares International Select Dividend ETF |
7 |
| Rahlfs Capital, Llc |
7 |
| SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A |
7 |
| St. James Investment Company, LLC |
7 |
| Pilgrim Partners Asia Pte Ltd |
7 |
| Schulhoff & Co Inc |
7 |
| Redwood Park Advisors LLC |
7 |
| DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard |
7 |
| Seneschal Advisors, LLC |
7 |
| Florence Capital Advisors, LLC |
7 |
| MSH Capital Advisors LLC |
7 |
| Divisar Capital Management LLC |
7 |
| Chemung Canal Trust Co |
7 |
| SCID - Global X Funds - Global X Scientific Beta Europe ETF |
7 |
| Keeler THomas Management LLC |
7 |
| Sanctuary Wealth Management, L.L.C. |
7 |
| WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I |
7 |
| Copperwynd Financial, LLC |
7 |
| EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF |
7 |
| South Plains Financial, Inc. |
7 |
| Crow Point Global Dividend Plus Fund |
7 |
| Texas Bank & Trust Co |
7 |
| Context Capital Funds |
7 |
| Talon Private Wealth, LLC |
7 |
| Blueprint Investment Partners LLC |
7 |
| INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF |
7 |
| Davy Global Fund Management Ltd |
7 |
| Wheatland Advisors Inc |
7 |
| Optas, LLC |
7 |
| Michels Family Financial, LLC |
7 |
| Putney Financial Group LLC |
7 |
| Armis Advisers, LLC |
7 |
| Core Wealth Advisors, Inc. |
7 |
| Mar Vista Investment Partners Llc |
7 |
| FT Vest Rising Dividend Achievers Total Return Fund |
7 |
| BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
7 |
| Total Wealth Planning & Management, Inc. |
7 |
| XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
7 |
| New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES |
7 |
| EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
7 |
| New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class |
7 |
| LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
7 |
| Sand Grove Capital Management LLP |
7 |
| Fortis Capital Management LLC |
7 |
| GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
7 |
| MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF |
7 |
| ESUM - Strategy Shares - Eventide US Market ETF |
7 |
| ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A |
7 |
| ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I |
7 |
| Curat Global, LLC |
7 |
| Lone Star Value Management LLC |
7 |
| Mb, Levis & Associates, Llc |
7 |
| FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund |
7 |
| DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF |
7 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
7 |
| Pinpoint Asset Management Ltd |
7 |
| AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares |
7 |
| TOWER TRUST & INVESTMENT Co |
7 |
| FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
7 |
| Dimension Capital Management Llc |
7 |
| Veritas Investment Management LLP |
7 |
| Victory Variable Insurance Funds II - Victory Pioneer High Yield VCT Portfolio Class II |
7 |
| RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF |
7 |
| Oppenheimer Master Loan Fund, Llc |
7 |
| PEVC - Pacer Funds Trust - Pacer PE/VC ETF |
7 |
| CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
7 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
7 |
| NWAIX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Small Cap Fund Class A |
7 |
| Mattern Wealth Management LLC |
7 |
| IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A |
7 |
| ABN AMRO Bank N.V. |
7 |
| HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A |
7 |
| First Trust New Opportunities Mlp & Energy Fund |
7 |
| Saranac Partners Ltd |
7 |
| Lineweaver Wealth Advisors, LLC |
7 |
| LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF |
7 |
| VCTPX - VALIC Co I - Inflation Protected Fund |
7 |
| Barry Investment Advisors, LLC |
7 |
| TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
7 |
| DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
7 |
| Eii Capital Management, Inc. |
7 |
| Garnet Equity Capital Holdings, Inc. |
7 |
| GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional |
7 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
7 |
| FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
7 |
| FARRX - Franklin Investors Securities Trust - Franklin Real Return Fund Advisor Class |
7 |
| FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class |
7 |
| SG Trading Solutions, LLC |
7 |
| GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
7 |
| SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
7 |
| GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
7 |
| Bar Harbor Trust Services |
7 |
| FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares |
7 |
| Strategic Value Partners, LLC |
7 |
| Juncture Wealth Strategies, Llc |
7 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
7 |
| Capital Square, LLC |
7 |
| JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
7 |
| HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
7 |
| JEMAX - JPMorgan Trust I - JPMorgan Emerging Markets Corporate Debt Fund Class A |
7 |
| Harbourvest Partners Llc |
7 |
| Reaves Utility Income Fund |
7 |
| Ashmore Group plc |
7 |
| Gill Capital Partners, Llc |
7 |
| Beaton Management Co. Inc. |
7 |
| Athos Capital Ltd |
7 |
| Aurora Private Wealth, Inc. |
7 |
| Howard Wealth Management, Llc |
7 |
| GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A |
7 |
| HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
7 |
| CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund |
7 |
| Vista Wealth Management Group, LLC |
7 |
| SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
7 |
| VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
7 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
7 |
| John W. Brooker & Co., CPAs |
7 |
| Orbis Holdings Ltd |
7 |
| FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A |
7 |
| DGGAX - DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS - Delaware International Small Cap Fund Class A |
7 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
7 |
| Wallington Asset Management, LLC |
7 |
| Reik & Co., Llc |
7 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
7 |
| GOODX - GoodHaven Funds Trust - GoodHaven Fund |
7 |
| Taylor, Cottrill, Erickson & Associates, Inc. |
7 |
| JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF |
7 |
| PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
7 |
| CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
7 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund |
7 |
| FOMO - Collaborative Investment Series Trust - FOMO ETF |
7 |
| PENN SERIES FUNDS INC - Limited Maturity Bond Fund |
7 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
7 |
| Aldebaran Financial Inc. |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
7 |
| PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C |
7 |
| THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
7 |
| GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares |
7 |
| DMRE - Transamerica ETF Trust - DeltaShares S&P EM 100 & Managed Risk ETF |
7 |
| PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P |
7 |
| RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
7 |
| ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares |
7 |
| Kercheville Advisors, LLC |
7 |
| Capital Group Private Client Services, Inc. |
7 |
| Thornburg Income Builder Opportunities Trust |
7 |
| CMT Asset Management Ltd |
7 |
| Peak Asset Management, LLC |
7 |
| Gillespie Robinson & Grimm Inc |
7 |
| Old Republic International Corp |
7 |
| AQINX - AQR Funds - AQR International Equity Fund Class N |
7 |
| Capital Advantage, Inc. |
7 |
| First Trust Dynamic Europe Equity Income Fund |
7 |
| QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I |
7 |
| Vontobel Swiss Wealth Advisors AG |
7 |
| HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
7 |
| Boit C F David |
7 |
| SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A |
7 |
| PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
7 |
| WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares |
7 |
| DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class |
7 |
| JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class |
7 |
| AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
7 |
| JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A |
7 |
| DLS Capital Management, LLC |
7 |
| Sunnymeath Asset Management, Inc. |
7 |
| Birmingham Capital Management Co Inc/al |
7 |
| HPS Investment Partners, LLC |
7 |
| LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund |
7 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
7 |
| Oppenheimer Senior Floating Rate Plus Fund |
6 |
| GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
6 |
| GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF |
6 |
| Cabot Wealth Management Inc |
6 |
| ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares |
6 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
6 |
| Astoria Portfolio Advisors LLC. |
6 |
| Hummer Financial Advisory Services Inc |
6 |
| Master Basic Value Llc |
6 |
| Union Savings Bank |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
6 |
| Nuveen Equity Premium Advantage Fund |
6 |
| Capital Insight Partners, Llc |
6 |
| BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A |
6 |
| HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares |
6 |
| Kahn Brothers Group Inc /de/ |
6 |
| Steinberganna Wealth Management |
6 |
| SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A |
6 |
| Davis-rea Ltd. |
6 |
| Lesa Sroufe & Co |
6 |
| Cedar Hill Associates, Llc |
6 |
| LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
6 |
| CGC Financial Services, LLC |
6 |
| Helios High Income Fund, Inc |
6 |
| PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class |
6 |
| LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
6 |
| Financial Partners Capital Management Llc |
6 |
| Hikari Power Ltd |
6 |
| Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 |
6 |
| Accretive Wealth Partners, LLC |
6 |
| VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund |
6 |
| IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
6 |
| Hibernia Wealth Partners, LLC |
6 |
| Wealth Architects, LLC |
6 |
| REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF |
6 |
| BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund |
6 |
| Haverford Financial Services, Inc. |
6 |
| FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund |
6 |
| ROE - EA Series Trust - Astoria US Quality Kings ETF |
6 |
| CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
6 |
| Encore Global Management, LP |
6 |
| TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class |
6 |
| Pacific Ridge Capital Partners, LLC |
6 |
| Lakewood Capital Management, Lp |
6 |
| IVINX - IVY FUNDS - Ivy Global Growth Fund Class A |
6 |
| LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class |
6 |
| Birch Grove Capital LP |
6 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
6 |
| TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R |
6 |
| CVRD - Madison ETFs Trust - Madison Covered Call ETF |
6 |
| Claren Road Asset Management, LLC |
6 |
| Asher Enterprises Inc |
6 |
| ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares |
6 |
| Moss Adams Wealth Advisors LLC |
6 |
| Lodestar Investment Counsel Llc/il |
6 |
| ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M |
6 |
| Coerente Capital Management |
6 |
| TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A |
6 |
| MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class |
6 |
| HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
6 |
| Brookfield Total Return Fund Inc |
6 |
| Rothschild & Co Wealth Management UK Ltd |
6 |
| ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF |
6 |
| NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares |
6 |
| Southland Equity Partners LLC |
6 |
| Pettyjohn, Wood & White, Inc |
6 |
| Brookfield Mortgage Opportunity Income Fund Inc. |
6 |
| New Mountain Vantage Advisers, L.l.c. |
6 |
| MEMBERS Trust Co |
6 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
6 |
| Pinnacle Wealth Advisors |
6 |
| Tranquility Partners, LLC |
6 |
| Quaero Capital S.A. |
6 |
| Tower View Investment Management & Research LLC |
6 |
| CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL |
6 |
| Invera Wealth Advisors, LLC |
6 |
| IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y |
6 |
| EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF |
6 |
| Sab Capital Management Lp |
6 |
| BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A |
6 |
| IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C |
6 |
| DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF |
6 |
| FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF |
6 |
| Washburn Capital Management, Inc. |
6 |
| LB Partners LLC |
6 |
| JBJ Investment Partners, LLC |
6 |
| First Trust Energy Income & Growth Fund |
6 |
| AWM Investment Company, Inc. |
6 |
| Baldrige Asset Management LLC |
6 |
| Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares |
6 |
| Significant Wealth Partners LLC |
6 |
| KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares |
6 |
| a16z Perennial Management, L.P. |
6 |
| Value Holdings Lp |
6 |
| EnCap Energy Capital Fund XI, L.P. |
6 |
| KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares |
6 |
| HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund |
6 |
| Advantage Trust Co |
6 |
| Oak Family Advisors, Llc |
6 |
| Shorepoint Capital Partners LLC |
6 |
| VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 |
6 |
| CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class |
6 |
| Bmt Investment Advisors |
6 |
| Forester Capital Management, LTD |
6 |
| Second Line Capital, LLC |
6 |
| Central Valley Advisors, Llc |
6 |
| Greenup Street Wealth Management Llc |
6 |
| MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund |
6 |
| Stanley Capital Management, LLC |
6 |
| SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A |
6 |
| American Century Investment Management Inc |
6 |
| Noesis Capital Mangement Corp |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
6 |
| HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class |
6 |
| ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES |
6 |
| EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES |
6 |
| IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV |
6 |
| Dnp Select Income Fund Inc |
6 |
| Atwater Malick LLC |
6 |
| Cladis Investment Advisory, LLC |
6 |
| FCG Investment Co |
6 |
| DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class |
6 |
| Rowland & Co Investment Counsel/adv |
6 |
| Tax-managed Global Small-cap Portfolio |
6 |
| Financial Insights, Inc. |
6 |
| Rosenbaum Jay D. |
6 |
| Foster Victor Wealth Advisors, LLC |
6 |
| IPFF - iSHARES TRUST - iShares International Preferred Stock ETF |
6 |
| BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. |
6 |
| Five Oceans Asset Management LTD |
6 |
| Surevest, LLC |
6 |
| Aviso Wealth Management |
6 |
| 1858 Wealth Management, Llc |
6 |
| PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF |
6 |
| United Bank, Inc. |
6 |
| DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A |
6 |
| VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative |
6 |
| QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio |
6 |
| Berry Street Capital Management LLP |
6 |
| IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF |
6 |
| Dinsmore Capital Management Co/nj |
6 |
| Findell Capital Management Llc |
6 |
| Zega Financial, LLC |
6 |
| FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund |
6 |
| Cadent Capital Advisors, LLC |
6 |
| CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class |
6 |
| Ritter Alpha, LP |
6 |
| Torno Capital, Llc |
6 |
| ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF |
6 |
| Hokanson Associates, Inc. |
6 |
| Guidance Point Advisors, LLC |
6 |
| First National Bank of Mount Dora, Trust Investment Services |
6 |
| Tech Square Trading Lp |
6 |
| SOL Capital Management CO |
6 |
| THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund |
6 |
| WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class |
6 |
| RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class |
6 |
| WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class |
6 |
| EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund |
6 |
| Keane Capital Partners, LLC |
6 |
| Northwest Bancshares, Inc. |
6 |
| GLOBALT Investments LLC / GA |
6 |
| Vinland Capital Management Gestora de Recursos LTDA. |
6 |
| Institutional Capital Llc |
6 |
| NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A |
6 |
| Bain Capital Credit Member, Llc |
6 |
| NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
6 |
| Cairn Investment Group, Inc. |
6 |
| APG Asset Management US Inc. |
6 |
| FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund |
6 |
| PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund |
6 |
| Lawson Kroeker Investment Management Inc/ne |
6 |
| Verus Financial Partners, Inc. |
6 |
| FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
6 |
| EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
6 |
| Cypress Wealth Advisors LLC |
6 |
| Jackson Credit Opportunities Fund |
6 |
| Highview Capital Management LLC/DE/ |
6 |
| TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF |
6 |
| ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
6 |
| PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
6 |
| PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class |
6 |
| HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class |
6 |
| O'Brien Wealth Partners LLC |
6 |
| USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF |
6 |
| Connecticut Wealth Management, LLC |
6 |
| Hill City Capital, LP |
6 |
| Sax Wealth Advisors, Llc |
6 |
| Swarthmore Group Inc |
6 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
6 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
6 |
| Robinson Capital Management, Llc |
6 |
| VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares |
6 |
| FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A |
6 |
| COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF |
6 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
6 |
| Meristem Family Wealth, LLC |
6 |
| Livelsberger Financial Advisory |
6 |
| Atika Capital Management LLC |
6 |
| LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
6 |
| Truepoint, Inc. |
6 |
| Fairman Group, LLC |
6 |
| Sovereign Financial Group, Inc. |
6 |
| WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF |
6 |
| FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund |
6 |
| Green Harvest Asset Management LLC |
6 |
| Arabesque Asset Management Ltd |
6 |
| Minerva Advisors LLC |
6 |
| JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
6 |
| SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class |
6 |
| FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
6 |
| CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
6 |
| FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
6 |
| FLC Capital Advisors |
6 |
| Sankala Group LLC |
6 |
| HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
6 |
| AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A |
6 |
| HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
6 |
| Sprucegrove Investment Management Ltd |
6 |
| New York Life Investments Alternatives |
6 |
| Evergreen Wealth Solutions, LLC |
6 |
| Burgundy Asset Management Ltd. |
6 |
| CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A |
6 |
| Founders Capital Management, Llc |
6 |
| HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class |
6 |
| JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A |
6 |
| RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
6 |
| Lagoda Investment Management, L.P. |
6 |
| 12th Street Asset Management Company, LLC |
6 |
| Carson Advisory Inc. |
6 |
| Brooks, Moore & Associates, Inc. |
6 |
| Yale University |
6 |
| VACVX - VALIC Co II - Large Cap Value Fund |
6 |
| 49 Wealth Management, Llc |
6 |
| Grandview Asset Management LLC |
6 |
| Syquant Capital Sas |
6 |
| Fiduciary Family Office, Llc |
6 |
| Lombard Odier Transatlantic, Limited Partnership |
6 |
| JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund |
6 |
| MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares |
6 |
| Leo H. Evart, Inc. |
6 |
| Signet Investment Advisory Group, Inc. |
6 |
| Davidson Kempner Partners |
6 |
| HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia |
6 |
| RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF |
6 |
| Castellan Group, LLC |
6 |
| FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
6 |
| JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
6 |
| PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A |
6 |
| ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class |
6 |
| Mason & Associates Inc |
6 |
| Smith Affiliated Capital Corp. |
6 |
| WealthTrust Asset Management, LLC |
6 |
| Karlinski Andrew C |
6 |
| Benin Management CORP |
6 |
| GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III |
6 |
| Amussen Hunsaker Associates Llc |
6 |
| FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF |
6 |
| MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund |
6 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2031 |
6 |
| Ascendant Capital Management, LLC |
6 |
| JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A |
6 |
| EQ ADVISORS TRUST - EQ/Lazard Emerging Markets Equity Portfolio Class IB |
6 |
| LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
6 |
| Three Bays Capital Lp |
6 |
| Waterfront Wealth Inc. |
6 |
| FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
6 |
| Paragon Wealth Strategies, LLC |
6 |
| FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
6 |
| ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A |
6 |
| Solus Alternative Asset Management LP |
6 |
| FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
6 |
| Oxford Financial Group Ltd |
6 |
| LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A |
6 |
| NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class |
6 |
| EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I |
6 |
| UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
6 |
| Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
6 |
| Suvretta Capital Management, Llc |
6 |
| Para Advisors Llc |
6 |
| Oaktree Capital Group Holdings GP, LLC |
6 |
| Ronit Capital LLP |
6 |
| WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional |
6 |
| BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K |
6 |
| Taikang Asset Management (Hong Kong) Co Ltd |
6 |
| RUFF - ETF Opportunities Trust - Alpha Dog ETF |
6 |
| New England Investment & Retirement Group, Inc. |
6 |
| PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund |
6 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
6 |
| IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A |
6 |
| Heritage Family Offices, LLP |
6 |
| Portfolio Strategies, Inc. |
6 |
| HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF |
6 |
| TKG Advisors, LLC |
6 |
| SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
6 |
| Fairfield Financial Advisors, LTD |
6 |
| SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class |
6 |
| CFG Wealth Management Services, Inc. |
6 |
| HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia |
6 |
| Oasis Management Co Ltd. |
6 |
| William B. Walkup & Associates, Inc. |
6 |
| Wedgewood Investors Inc /pa/ |
6 |
| G.F.W. Energy XII, L.P. |
6 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
6 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
6 |
| Prince Street Capital Management LLC |
6 |
| OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I |
6 |
| Cox Capital Mgt LLC |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
6 |
| Triton Wealth Management, PLLC |
6 |
| Abbrea Capital, LLC |
6 |
| TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund |
6 |
| Capital Planning Advisors, LLC |
6 |
| Cognios Beta Neutral Large Cap Fund, Lp |
6 |
| UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
6 |
| Check Capital Management Inc/ca |
6 |
| SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF |
6 |
| Sagil Capital Llp |
6 |
| Pwmco Llc |
6 |
| MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
6 |
| CORDA Investment Management, LLC. |
6 |
| Colonial River Wealth Management, LLC |
6 |
| Columbus Macro, LLC |
6 |
| BWM Planning, LLC |
6 |
| Select Equity Group, L.P. |
6 |
| CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N |
6 |
| Hunting Hill Global Capital, LLC |
6 |
| Birch Run Capital Advisors, LP |
6 |
| Artal Group S.A. |
6 |
| Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 |
6 |
| Barber Financial Group, Inc. |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class |
6 |
| NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF |
6 |
| FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund |
6 |
| Regatta Capital Group, Llc |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
6 |
| Spectrum Financial Alliance Ltd LLC |
6 |
| KC Investment Advisors, LLC |
6 |
| Stillwater Capital Advisors, LLC |
6 |
| Strategic Wealth Advisors LLC |
6 |
| Concord Asset Management, LLC/VA |
6 |
| Glynn Capital Management Llc |
6 |
| Special Opportunities Fund, Inc. |
6 |
| Arnhold LLC |
6 |
| PENN SERIES FUNDS INC - Large Core Value Fund |
6 |
| Mystic Asset Management, Inc. |
6 |
| WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares |
6 |
| Bullseye Investment Management, LLC |
6 |
| LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund |
6 |
| Safe Harbor Fiduciary, LLC |
6 |
| Sandy Cove Advisors, LLC |
6 |
| Fcm Investments/tx |
6 |
| Meghalaya Partners, L.p. |
6 |
| TOWER TRUST Co |
6 |
| Marathon Asset Management Llp |
6 |
| C2C Wealth Management, LLC |
6 |
| TSP Capital Management Group, LLC |
6 |
| Cim, Llc |
6 |
| Cornell Pochily Investment Advisors, Inc. |
6 |
| NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class |
6 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB |
6 |
| Steel Canyon Capital, LLC |
6 |
| SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF |
6 |
| Exor Capital LLP |
6 |
| ELCV - Strategy Shares - Eventide High Dividend ETF |
6 |
| Crossvault Capital Management LLC |
6 |
| Rachor Investment Advisory Services, LLC |
6 |
| Royce Global Value Trust, Inc. |
6 |
| ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares |
6 |
| M.e. Allison & Co., Inc. |
6 |
| OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I |
6 |
| Beach Investment Management, LLC. |
6 |
| Atlas Brown,Inc. |
6 |
| TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities I2 |
6 |
| HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class |
6 |
| Stonnington Group, Llc |
6 |
| MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF |
6 |
| Hager Investment Management Services, Llc |
6 |
| SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF |
6 |
| PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
6 |
| Western Asset Diversified Income Fund |
6 |
| ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund |
6 |
| YACKX - AMG FUNDS - AMG Yacktman Fund Class I |
6 |
| Riverpark Capital Management Llc |
6 |
| KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A |
6 |
| Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa |
6 |
| Woodard & Co Asset Management Group Inc /adv |
6 |
| Slow Capital, Inc. |
6 |
| Tempus Wealth Planning, LLC |
6 |
| Midwest Capital Advisors, LLC |
6 |
| Bennicas & Associates, Inc. |
6 |
| YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N |
6 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych |
6 |
| Insight Wealth Partners, LLC |
6 |
| Five Oceans Advisors |
6 |
| Purkiss Capital Advisors LLC |
6 |
| Haven Private, LLC |
6 |
| Financial Partners Group, Inc |
6 |
| Camden Asset Management L P /ca |
6 |
| JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I |
6 |
| Essex LLC |
6 |
| BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares |
6 |
| RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A |
6 |
| LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares |
6 |
| Sage Private Wealth Group, Llc |
6 |
| DiMeo Schneider & Associates, L.L.C. |
6 |
| RiverGlades Family Offices LLC |
6 |
| CFO4Life, L.P. |
6 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
6 |
| Bristol Advisors, LLC |
6 |
| Ullmann Financial Group, Inc. |
6 |
| HCR Wealth Advisors |
6 |
| Encompass Wealth Advisors, Llc |
6 |
| Asset One Wealth Management LLC |
6 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
6 |
| FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A |
6 |
| RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
6 |
| EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares |
6 |
| JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares |
6 |
| Miura Global Management, LLC |
6 |
| JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares |
6 |
| Congress Park Capital LLC |
6 |
| AssuredPartners Investment Advisors, LLC |
6 |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
6 |
| Maridea Wealth Management LLC |
6 |
| YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N |
6 |
| Raveneur Investment Group LP |
6 |
| Khp Capital, Llc |
6 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
6 |
| SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A |
6 |
| ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
6 |
| Guardian Variable Products Trust - Guardian Growth & Income VIP Fund |
6 |
| IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares |
6 |
| IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
6 |
| SHCDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Corporate Debt Fund Institutional |
6 |
| MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF |
6 |
| BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A |
6 |
| Highland Floating Rate Opportunities Fund |
6 |
| Nan Shan Life Insurance Co., Ltd. |
6 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
6 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
6 |
| Dreyfus Funds Inc |
6 |
| Vestpro Financial Partners, Inc. Dba Cpf Texas |
6 |
| MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
6 |
| Regiment Capital Management LLC |
6 |
| PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
6 |
| Independent Wealth Network Inc. |
6 |
| Nearwater Capital Markets, Ltd |
6 |
| Sand Hill Global Advisors, LLC |
6 |
| Expect Equity LLC |
6 |
| SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF |
6 |
| DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A |
6 |
| Nuveen High Income December 2018 Target Term Fund |
6 |
| TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II |
6 |
| ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF |
6 |
| SHMDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Fund Institutional Class |
6 |
| G.F.W. Energy XI, L.P. |
6 |
| Fortress Private Ledger, Llc |
6 |
| Zazove Convertible Securities Fund Inc |
6 |
| CHIE - Global X Funds - Global X MSCI China Energy ETF |
6 |
| Matthew 25 Management Corp |
6 |
| MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
6 |
| PagnatoKarp Partners LLC |
6 |
| BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund |
6 |
| QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I |
6 |
| Win Advisors, Inc |
6 |
| Blue Grotto Capital, LLC |
6 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
6 |
| Persistent Asset Partners Ltd |
6 |
| Westwood Global Investments, LLC |
6 |
| ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
6 |
| Kalmar Pooled Investment Trust |
6 |
| AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A |
6 |
| Novem Group |
6 |
| ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
6 |
| PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A |
6 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
6 |
| Ascribe Capital LLC |
6 |
| USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
6 |
| GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
6 |
| Baer Investment Advisory LLC |
6 |
| BlackRock ESG Capital Allocation Trust |
6 |
| EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF |
6 |
| Nuveen High Income December 2019 Target Term Fund |
6 |
| Bard Financial Services, Inc. |
6 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
6 |
| GMOI - 2023 ETF Series Trust II - GMO International Value ETF |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A |
6 |
| Visionary Wealth Advisors |
6 |
| BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A |
6 |
| AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF |
6 |
| UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF |
6 |
| PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A |
6 |
| Tbp Advisors Ltd |
6 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 |
6 |
| Armor Advisors, L.l.c. |
6 |
| MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF |
6 |
| TIER - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity Research ETF |
6 |
| TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged |
6 |
| MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
6 |
| PlanVest Financial, Inc |
6 |
| Copia Wealth Management |
6 |
| NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
6 |
| Wealthedge Investment Advisors, Llc |
6 |
| Elevation Series Trust - The Disciplined Growth Investors Fund |
6 |
| PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 |
6 |
| TORYX - Torray Fund - The Torray Fund Torray Fund |
6 |
| Aston Asset Management, LLC |
6 |
| FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund |
6 |
| Bosman Wealth Management, LLC |
6 |
| Caliber Wealth Management, LLC / KS |
6 |
| Longer Investments Inc. |
6 |
| Invesco Dynamic Credit Opportunity Fund |
6 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
6 |
| ASR Vermogensbeheer N.V. |
6 |
| QTR Family Wealth, LLC |
6 |
| Matthew Goff Investment Advisor, LLC |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund |
6 |
| Kenfarb & Co. |
6 |
| Osmium Partners, LLC |
6 |
| Twin Securities, Inc. |
6 |
| DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
6 |
| NWF Advisory Services Inc. |
6 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
6 |
| RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF |
6 |
| Watermark Asset Management, Inc. |
6 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A |
6 |
| united american securities inc. (d/b/a uas asset management) |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class |
6 |
| Dorato Capital Management |
6 |
| TAMRO Capital Partners LLC |
6 |
| Chubb Corp |
6 |
| MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
6 |
| PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A |
6 |
| Franklin Mutual Advisers Llc |
6 |
| SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
6 |
| MITSUBISHI UFJ SECURITIES (USA), Inc. |
6 |
| AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund |
6 |
| AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund |
6 |
| Quattro Advisors LLC |
6 |
| First National Bank & Trust Co Of Newtown |
6 |
| SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares |
6 |
| OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class |
6 |
| W.H. Cornerstone Investments Inc. |
6 |
| Veritas Investment Management (UK) Ltd |
6 |
| STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares |
6 |
| BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class |
6 |
| LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS |
6 |
| MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF |
6 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
6 |
| FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A |
6 |
| Eos Management, L.P. |
6 |
| PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A |
6 |
| Mjp Associates Inc /adv |
6 |
| FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
6 |
| Capital Group KKR Multi-Sector (plus) |
6 |
| IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF |
6 |
| PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A |
6 |
| VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares |
6 |
| LZOEX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Portfolio Open Shares |
6 |
| PACIFIC SELECT FUND - Dividend Growth Portfolio Class I |
6 |
| Triloma Eig Energy Income Fund - Term I |
6 |
| SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares |
6 |
| General Partner, Inc. |
6 |
| BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
6 |
| Mcrae Capital Management Inc |
6 |
| Stralem & Co Inc |
6 |
| ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
6 |
| Harvey Partners, LLC |
6 |
| ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio |
6 |
| Fagan Associates, Inc. |
6 |
| Condor Capital Management |
6 |
| THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF |
6 |
| Nordwand Advisors, LLC |
6 |
| TYHYX - Victory Portfolios IV - Victory Pioneer High Yield Fund Class Y |
6 |
| PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF |
6 |
| National Rural Electric Cooperative Association |
6 |
| Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio |
6 |
| Goldstein Advisors, LLC |
6 |
| Milestone Asset Management, Llc |
6 |
| Legal Advantage Investments, Inc. |
6 |
| Speece Thorson Capital Group Inc |
6 |
| POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A |
6 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2030 |
6 |
| NFC Investments, LLC |
6 |
| TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class |
6 |
| NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A |
6 |
| Forest Hill Capital, LLC |
6 |
| Omni Partners Llp |
6 |
| LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A |
6 |
| Fidelity National Financial, Inc. |
6 |
| Bernzott Capital Advisors |
6 |
| VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares |
6 |
| Koesten, Hirschmann & Crabtree, INC. |
6 |
| TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares |
6 |
| WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 |
6 |
| Newland Capital Management, Llc |
6 |
| TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares |
6 |
| RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I |
6 |
| Birch Financial Group, Llc |
6 |
| Underhill Investment Management Llc |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio |
6 |
| Concourse Capital Management, LLC |
6 |
| SVA Wealth Management, LLC |
6 |
| Hobart Private Capital, LLC |
6 |
| Marshall Financial Group LLC |
6 |
| Dempze Nancy E |
6 |
| HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
6 |
| Anqa Management Llc |
6 |
| Alerus Investment Advisors Corp |
6 |
| HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund |
6 |
| GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional |
6 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
6 |
| GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
6 |
| GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
6 |
| NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF |
6 |
| VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
6 |
| Wilkins Investment Counsel Inc |
6 |
| Viawealth, Llc |
6 |
| AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 |
6 |
| Mirador Capital Partners LP |
6 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
6 |
| IWL - iSHARES TRUST - iShares Russell Top 200 ETF |
6 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Emerging Markets Equity Portfolio Service Shares |
6 |
| Asset Management Advisors, LLC |
6 |
| PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. |
6 |
| American Asset Management Inc. |
6 |
| USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A |
6 |
| BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
6 |
| VELA Funds - VELA Income Opportunities Fund Class A |
6 |
| GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
6 |
| Evelyn Partners Investment Management (Europe) Ltd |
6 |
| American Capital Management Inc |
6 |
| Lombard Odier & Cie (Bahamas) Ltd |
6 |
| Morgan Stanley Emerging Markets Debt Fund Inc |
6 |
| Century Capital Management Trust |
6 |
| PCG Wealth Advisors, LLC |
6 |
| BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I |
6 |
| AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C |
6 |
| THDAX - THORNBURG INVESTMENT TRUST - Thornburg Developing World Fund Class A |
6 |
| TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A |
6 |
| Advanced Research Investment Solutions, Llc |
6 |
| Morris Capital Advisors, LLC |
6 |
| Fulcrum Capital LLC |
6 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
6 |
| Freedom Wealth Alliance, Llc |
6 |
| AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A |
6 |
| Blue Fin Capital, Inc. |
6 |
| ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF |
6 |
| TFB Advisors LLC |
6 |
| Per Stirling Capital Management, LLC. |
6 |
| Mine & Arao Wealth Creation & Management, LLC. |
6 |
| Bowman & Co S.C. |
6 |
| WCG Wealth Advisors LLC |
6 |
| Live Oak Investment Partners |
6 |
| ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P |
6 |
| HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I |
6 |
| Kiltearn Partners LLP |
6 |
| Perpetual Investment Management Ltd |
6 |
| EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A |
6 |
| DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. |
6 |
| TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A |
6 |
| LaSalle St. Investment Advisors, LLC |
6 |
| Ruedi Wealth Management, Inc. |
6 |
| Hatch Cove Capital, Llc |
6 |
| DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund |
6 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
6 |
| GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF |
6 |
| Price Jennifer C. |
6 |
| HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A |
6 |
| SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class |
6 |
| FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund |
6 |
| JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L |
6 |
| Professional Financial Advisors, LLC |
6 |
| Aster Investment Management Co Inc |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
6 |
| Azimuth Capital Investment Management LLC |
6 |
| DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A |
6 |
| Telemus Investment Management, LLC |
6 |
| EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
6 |
| BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF |
6 |
| FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class |
6 |
| ABVAX - AB TRUST - AB Value Fund Class A |
6 |
| GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A |
6 |
| Guardian Variable Products Trust - Guardian Equity Income VIP Fund |
6 |
| Oppenheimer Senior Floating Rate Fund |
6 |
| G.F.W. Energy VIII, L.P. |
6 |
| Bmt Investment Funds |
6 |
| PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
6 |
| Solas Capital Management, LLC |
6 |
| LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
6 |
| MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
6 |
| Baltimore-Washington Financial Advisors Inc. |
6 |
| FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares |
6 |
| WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares |
6 |
| Shelter Mutual Insurance Co |
6 |
| VCIGX - VALIC Co I - Dividend Value Fund |
6 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
6 |
| Lifestyle Asset Management, Inc. |
6 |
| Castlerock Asset Management Inc |
6 |
| Irving Magee Investment Management |
6 |
| GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF |
6 |
| POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares |
6 |
| TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A |
6 |
| PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
6 |
| GMOYX - GMO TRUST - GMO Resource Transition Fund Class VI |
6 |
| Cantor Fitzgerald Investment Adviser L.p. |
6 |
| Leverage Partners Absolute Return Fund SPC |
6 |
| MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class |
6 |
| United Bank |
6 |
| KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF |
6 |
| Rand Wealth, Llc |
6 |
| Dock Street Asset Management Inc |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I |
6 |
| PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
6 |
| QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I |
6 |
| EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares |
6 |
| Klr Investment Advisors, Llc |
6 |
| Emerson Investment Management, Llc |
6 |
| Central Securities Corp |
6 |
| Jacob Asset Management Of New York Llc |
6 |
| MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares |
6 |
| RK Capital Management, LLC |
6 |
| LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A |
6 |
| Mcdaniel Terry & Co |
6 |
| Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A |
6 |
| MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
6 |
| Tred Avon Family Wealth, Llc |
6 |
| Wilkinson Global Asset Management LLC |
6 |
| TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II |
6 |
| SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A |
6 |
| MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
6 |
| Front Barnett Associates Llc |
6 |
| FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A |
6 |
| Alken Asset Management Ltd. |
6 |
| ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I |
6 |
| Atw Spac Management Llc |
6 |
| JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) |
6 |
| Triloma Eig Energy Income Fund |
6 |
| HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF |
6 |
| Border to Coast Pensions Partnership Ltd |
6 |
| LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
6 |
| Blue Square Asset Management, Llc |
6 |
| SCMVX - Rbb Fund, Inc. - Schneider Small Cap Value Fund |
6 |
| Putnam Funds Trust - Putnam Equity Spectrum Fund Class M |
6 |
| GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares |
6 |
| TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
6 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A |
5 |
| CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
5 |
| AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A |
5 |
| Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I |
5 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
5 |
| MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. |
5 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
5 |
| DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund |
5 |
| VELA Funds - VELA Large Cap 130/30 Fund Class I |
5 |
| LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A |
5 |
| LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A |
5 |
| LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
5 |
| ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
5 |
| WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares |
5 |
| Kite Lake Capital Management (uk) Llp |
5 |
| Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
5 |
| ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
5 |
| Oddo Bhf Asset Management Sas |
5 |
| ATFV - Alger ETF Trust - Alger 35 ETF |
5 |
| LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F |
5 |
| Dumac, Inc. |
5 |
| Restructuring Capital Associates Lp |
5 |
| TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
5 |
| Independent Solutions Wealth Management, LLC |
5 |
| COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A |
5 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2028 |
5 |
| Starfire Investment Advisers, Inc. |
5 |
| Revolve Wealth Partners, LLC |
5 |
| Pines Wealth Management, LLC |
5 |
| Tlwm |
5 |
| Avanza Fonder AB |
5 |
| GETCO Holding Company, LLC |
5 |
| Kera Capital Partners, Inc. |
5 |
| Potomac Capital Management, Inc. |
5 |
| PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C |
5 |
| Post Oak Energy Holdings, LLC |
5 |
| Lakeshore Capital, LLC |
5 |
| AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A |
5 |
| Corriente Advisors, LLC |
5 |
| Glenhill Advisors Llc |
5 |
| WATWX - WANGER ADVISORS TRUST - Wanger Select |
5 |
| MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A |
5 |
| Clarendon Private LLC |
5 |
| Stolper Co |
5 |
| Rinkey Investments |
5 |
| Ironsides Partners LLC |
5 |
| Orca Wealth Management, LLC |
5 |
| FS Series Trust - FS Real Asset Fund Class A |
5 |
| Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund |
5 |
| United States Steel & Carnegie Pension Fund |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class |
5 |
| MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF |
5 |
| Shrier Wealth Management, Llc |
5 |
| MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF |
5 |
| Brookfield Global Listed Infrastructure Income Fund Inc. |
5 |
| DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I |
5 |
| CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
5 |
| Clearbridge Energy Mlp Fund Inc. |
5 |
| Channing Global Advisors, Llc |
5 |
| JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV |
5 |
| Putnam ETF Trust - Putnam ESG Ultra Short ETF - |
5 |
| Peak Capital Management Llc |
5 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
5 |
| Birchcreek Wealth Management, LLC |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class |
5 |
| New Potomac Partners, LLC |
5 |
| River Street Advisors LLC |
5 |
| SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class |
5 |
| Gator Capital Management, LLC |
5 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
5 |
| Mizuho Bank, Ltd. |
5 |
| MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF |
5 |
| Allied Investment Advisors, LLC |
5 |
| JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 |
5 |
| BABFX - Bread & Butter Fund Inc. - Bread & Butter Fund Inc. |
5 |
| Keystone Investors Pte Ltd |
5 |
| CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class |
5 |
| MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
5 |
| Man Investments (CH) AG |
5 |
| USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial |
5 |
| University Of Notre Dame Du Lac |
5 |
| Diversified Real Asset Income Fund |
5 |
| TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF |
5 |
| Stonehearth Capital Management, LLC |
5 |
| Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
5 |
| Resource Credit Income Fund |
5 |
| JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
5 |
| Josh Arnold Investment Consultant, Llc |
5 |
| Apeiron RIA LLC |
5 |
| Corps Capital Advisors, LLC |
5 |
| Abound Financial, Llc |
5 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
5 |
| MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
5 |
| Cortland Associates Inc/mo |
5 |
| First Citizens Bancorporation Inc |
5 |
| ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class |
5 |
| BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares |
5 |
| FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class |
5 |
| Belmont Capital, LLC |
5 |
| MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A |
5 |
| Yorktown Energy Partners IX, L.P. |
5 |
| Roffman Miller Associates Inc /pa/ |
5 |
| Granby Capital Management, LLC |
5 |
| MainStreet Investment Advisors LLC |
5 |
| BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares |
5 |
| Elevatus Welath Management |
5 |
| PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional |
5 |
| MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A |
5 |
| Walsh & Associates, LLC |
5 |
| Rushmore Investment Advisors, Inc. |
5 |
| Elephas Investment Management Ltd |
5 |
| Raven Rock Capital Management, Llc |
5 |
| Buckingham Capital Management, Inc. |
5 |
| LeJeune Puetz Investment Counsel LLC |
5 |
| MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I |
5 |
| ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A |
5 |
| SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
5 |
| USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
5 |
| RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF |
5 |
| LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
5 |
| GDS Wealth Management |
5 |
| Clifford Capital Partners Llc |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class |
5 |
| PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
5 |
| Catherine Avery Investment Management LLC |
5 |
| Accredited Investors Inc. |
5 |
| Robbins Farley Llc |
5 |
| Fluent Financial, LLC |
5 |
| Wimmer Associates 1, Llc |
5 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
5 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
5 |
| GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
5 |
| GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
5 |
| BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A |
5 |
| Sandell Investment Services LLC |
5 |
| Pear Tree Advisors Inc |
5 |
| Cooper/haims Advisors, Llc |
5 |
| Tensile Capital Management LP |
5 |
| First Reserve GP XII Ltd |
5 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C |
5 |
| Pineno Levin & Ford Asset Management, Inc. |
5 |
| ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A |
5 |
| Stumpf Capital Management LLC |
5 |
| FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund |
5 |
| DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
5 |
| LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF |
5 |
| LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A |
5 |
| Financially Speaking Inc |
5 |
| AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class |
5 |
| James Hambro & Partners |
5 |
| CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares |
5 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
5 |
| AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares |
5 |
| CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A |
5 |
| Clearbridge Energy Mlp Opportunity Fund Inc. |
5 |
| Dohj, Llc |
5 |
| HOVLX - HOMESTEAD FUNDS INC - Value Fund |
5 |
| Crestview Partners III GP, L.P. |
5 |
| DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF |
5 |
| BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A |
5 |
| Trees Investment Counsel Llc |
5 |
| QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 |
5 |
| CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares |
5 |
| TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF |
5 |
| ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares |
5 |
| Legacy Trust |
5 |
| Hutchens Investment Management Inc |
5 |
| TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A |
5 |
| Lifeworks Advisors, LLC |
5 |
| ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A |
5 |
| Octavia Wealth Advisors, LLC |
5 |
| Prentice Capital Management, LP |
5 |
| Archer Capital Management, L.P. |
5 |
| BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class |
5 |
| ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A |
5 |
| Mrj Capital Inc |
5 |
| SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 |
5 |
| IEV - iSHARES TRUST - iShares Europe ETF |
5 |
| Blackston Financial Advisory Group, LLC |
5 |
| Midwest Wealth Management Inc. |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
5 |
| Prosperity Wealth Management, Inc. |
5 |
| Pinnacle Advisory Group, Inc. |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares |
5 |
| SBB Research Group LLC |
5 |
| Latimer Light Capital, L.P. |
5 |
| RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF |
5 |
| Gardiner Nancy B |
5 |
| ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A |
5 |
| Delap Wealth Advisory, Llc |
5 |
| SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class |
5 |
| Sovarnum Capital L.p. |
5 |
| TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF |
5 |
| Starboard Value LP |
5 |
| LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares |
5 |
| TPG-AXON Management LP |
5 |
| Disciplined Investors, L.L.C. |
5 |
| Edmond De Rothschild Asset Management (luxembourg) |
5 |
| SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 |
5 |
| VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares |
5 |
| Lorne Steinberg Wealth Management Inc. |
5 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
5 |
| Rr Partners Lp |
5 |
| Ranger International Management, LP |
5 |
| TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF |
5 |
| SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares |
5 |
| FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
5 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund |
5 |
| FolioMetrix LLC |
5 |
| Lau Associates Llc |
5 |
| Weik Capital Management |
5 |
| Williams & Novak, LLC |
5 |
| SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A |
5 |
| PIMCO Access Income Fund |
5 |
| Montgomery Street Income Securities, Inc |
5 |
| ParenteBeard Wealth Management, LLC |
5 |
| Hengehold Capital Management Llc |
5 |
| Oder Investment Management, LLC |
5 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
5 |
| LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF |
5 |
| Blue Chip Partners, Inc. |
5 |
| Brighthouse Funds Trust I - MFS Research International Portfolio Class A |
5 |
| New Vernon Investment Management Llc |
5 |
| Winmill & Co. Inc |
5 |
| Gagnon Advisors, LLC |
5 |
| Bernard Wealth Management Corp. |
5 |
| Syntax Research, Inc. |
5 |
| FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund |
5 |
| DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A |
5 |
| Financial Avengers, Inc. |
5 |
| DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A |
5 |
| GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A |
5 |
| Petra Financial Advisors Inc |
5 |
| Crux Wealth Advisors |
5 |
| ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I |
5 |
| Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund |
5 |
| TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R |
5 |
| BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares |
5 |
| Michelson Medical Research Foundation, Inc. |
5 |
| SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A |
5 |
| Page Arthur B |
5 |
| NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares |
5 |
| Strategic Global Income Fund Inc |
5 |
| NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class |
5 |
| SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 |
5 |
| TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
5 |
| King Wealth |
5 |
| TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C |
5 |
| FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD |
5 |
| Valley Forge Fund Inc |
5 |
| PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 |
5 |
| PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
5 |
| Columbia Funds Variable Insurance Trust I |
5 |
| NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
5 |
| SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class |
5 |
| Broyhill Asset Management |
5 |
| Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 |
5 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
5 |
| UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
5 |
| Connective Capital Management, LLC |
5 |
| Ripple Effect Asset Management LP |
5 |
| Seaport Global Advisors, LLC |
5 |
| RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund |
5 |
| TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A |
5 |
| Marathon Capital Management |
5 |
| MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II |
5 |
| Calamos ETF Trust - Calamos Convertible Equity Alternative ETF |
5 |
| COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y |
5 |
| TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A |
5 |
| SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc |
5 |
| CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class |
5 |
| Pureheart Capital Pte Ltd. |
5 |
| SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund |
5 |
| Semper Augustus Investments Group Llc |
5 |
| Sprott Focus Trust Inc. |
5 |
| MEIAX - MFS SERIES TRUST I - MFS Value Fund A |
5 |
| SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class |
5 |
| MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class |
5 |
| Oneamerica Funds Inc |
5 |
| James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C |
5 |
| GKV Capital Management Co., Inc. |
5 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
5 |
| MRSAX - MFS SERIES TRUST I - MFS Research International Fund A |
5 |
| Monarch Alternative Capital LP |
5 |
| Drummond Knight Asset Management Pty Ltd |
5 |
| EDOG - ALPS ETF Trust - ALPS Emerging Sector Dividend Dogs ETF |
5 |
| HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional |
5 |
| Evelyn Partners Asset Management Ltd |
5 |
| Nuveen Global Equity Income Fund |
5 |
| TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. |
5 |
| LJI Wealth Management, LLC |
5 |
| Riversedge Advisors, Llc |
5 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares |
5 |
| Sullivan, Bruyette, Speros & Blaney, LLC |
5 |
| Shepherd Financial Partners LLC |
5 |
| Providence First Trust Co |
5 |
| Biechele Royce Advisors |
5 |
| COLO - Global X Funds - Global X MSCI Colombia ETF |
5 |
| OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
5 |
| Acorn Financial Advisory Services Inc /adv |
5 |
| Oasis Advisors, LLC |
5 |
| ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund |
5 |
| IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I |
5 |
| IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund |
5 |
| HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR |
5 |
| MHNAX - MADISON FUNDS - Madison High Income Fund High Income Fund Class A |
5 |
| Sphera Funds Management Ltd. |
5 |
| WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I |
5 |
| Whitaker-Myers Wealth Managers, LTD. |
5 |
| Parrish Capital LLC |
5 |
| IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF |
5 |
| Independent Investors Inc |
5 |
| BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares |
5 |
| Trueblood Wealth Management, LLC |
5 |
| WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
5 |
| IVJAX - IVY FUNDS - Ivy International Small Cap Fund Class A |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class |
5 |
| Diversified Investment Strategies, LLC |
5 |
| Aquila Investment Management LLC |
5 |
| Peak Financial Advisors Llc |
5 |
| Numina Capital Management, LLC |
5 |
| Oldfield Partners LLP |
5 |
| Bislett Management, Llc |
5 |
| Reyes Financial Architecture, Inc. |
5 |
| Keener Financial Planning LLC |
5 |
| Vivid Wealth Management, LLC |
5 |
| Adirondack Funds |
5 |
| Crystal Cove Asset Management, LLC |
5 |
| Arctis Global LLC |
5 |
| AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I |
5 |
| Alteri Wealth LLC |
5 |
| MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II |
5 |
| NRGDX - INTEGRITY FUNDS - Integrity Energized Dividend Fund , Class A |
5 |
| RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I |
5 |
| Lecap Asset Management Ltd |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I |
5 |
| Peirce Capital Management, LLC |
5 |
| Cornerstone Select Advisors, LLC |
5 |
| VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares |
5 |
| Sensato Investors LLC |
5 |
| Jlb & Associates Inc |
5 |
| ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 |
5 |
| FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C |
5 |
| SageGuard Financial Group, LLC |
5 |
| EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF |
5 |
| OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class |
5 |
| Berry Wealth Group, LP |
5 |
| Three Seasons Wealth, LLC |
5 |
| USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A |
5 |
| BOS Asset Management, LLC |
5 |
| Templeton & Phillips Capital Management, LLC |
5 |
| QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio |
5 |
| IronBridge Private Wealth, LLC |
5 |
| RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
5 |
| Hershey Trust Co |
5 |
| QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class |
5 |
| EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A |
5 |
| MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
5 |
| AAFMAA Wealth Management & Trust LLC |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class |
5 |
| R. G. Niederhoffer Capital Management Inc |
5 |
| Gould Capital, LLC |
5 |
| Rit Capital Partners Plc |
5 |
| AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A |
5 |
| MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C |
5 |
| Blackrock Cori Funds |
5 |
| Columbia Etf Trust |
5 |
| Permanens Capital L.P. |
5 |
| BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
5 |
| Tourbillon Capital Partners, L.P. |
5 |
| First Western Trust Bank |
5 |
| RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I |
5 |
| Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF |
5 |
| PBU - The Pension Fund of Early Childhood & Youth Educators |
5 |
| Covington Investment Advisors Inc. |
5 |
| Stablepoint Partners, LLC |
5 |
| Atlas Wealth LLC |
5 |
| STF Management LP |
5 |
| Rutabaga Capital Management Llc/ma |
5 |
| HM Capital Management, LLC |
5 |
| BOCHK Asset Management Ltd |
5 |
| QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF |
5 |
| Mad River Investors |
5 |
| Schaller Investment Group Inc |
5 |
| Lazari Capital Management, Inc. |
5 |
| 17 Capital Partners, Llc |
5 |
| BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
5 |
| EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A |
5 |
| Astrantus Ltd |
5 |
| HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class |
5 |
| CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares |
5 |
| TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class |
5 |
| HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class |
5 |
| CMC Financial Group |
5 |
| Netols Asset Management, Inc. |
5 |
| IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV |
5 |
| Sassicaia Capital Advisers Llc |
5 |
| MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A |
5 |
| Girard Securities, Inc. |
5 |
| Oppenheimer Capital Appreciation Fund |
5 |
| Alydar Partners Llc |
5 |
| APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares |
5 |
| Piedmont Investment Trust |
5 |
| Whalen Wealth Management Inc. |
5 |
| VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A |
5 |
| Van Leeuwen & Company, LLC |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
5 |
| Cohanzick Management, Llc |
5 |
| Mount Kellett Capital Management LP |
5 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
5 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
5 |
| Pinney & Scofield, Inc. |
5 |
| Riverbridge Partners Llc |
5 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
5 |
| Psg Capital Management Trust |
5 |
| EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A |
5 |
| FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares |
5 |
| Legacy CG, LLC |
5 |
| Cardinal Capital Management |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
5 |
| First Trust/aberdeen Emerging Opportunity Fund |
5 |
| FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF |
5 |
| Williamson Legacy Group, LLC |
5 |
| Benedict Financial Advisors Inc |
5 |
| Requisite Energy Fund I Lp |
5 |
| AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
5 |
| Macguire, Cheswick & Tuttle Investment Counsel Llc |
5 |
| PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. |
5 |
| Merchants' Gate Capital LP |
5 |
| HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
5 |
| EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A |
5 |
| Campbell Capital Management Inc |
5 |
| HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A |
5 |
| Sophrosyne Capital Llc |
5 |
| Hugh Johnson Advisors LLC |
5 |
| VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A |
5 |
| Lilley & Co |
5 |
| ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
5 |
| Bain Capital Public Equity Management Ii, Llc |
5 |
| Teewinot Capital Advisers, L.L.C. |
5 |
| Meadow Creek Wealth Advisors Llc |
5 |
| Capitolis Liquid Global Markets Llc |
5 |
| Retirement Guys Formula Llc |
5 |
| VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares |
5 |
| FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares |
5 |
| CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
5 |
| BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A |
5 |
| TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class |
5 |
| Slotnik Capital, LLC |
5 |
| NB Crossroads Private Markets Access Fund LLC |
5 |
| ACR Alpine Capital Research, LLC |
5 |
| Mitchell & Pahl Private Wealth, Llc |
5 |
| PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
5 |
| EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class |
5 |
| Bridge Creek Capital Management LLC |
5 |
| CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A |
5 |
| FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF |
5 |
| ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A |
5 |
| Yahoo Inc |
5 |
| Miramar Capital, LLC |
5 |
| Grant Street Asset Management, Inc. |
5 |
| Dragoneer Investment Group, LLC |
5 |
| BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class |
5 |
| VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares |
5 |
| AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class |
5 |
| Barings Funds Trust - Barings Global High Yield Fund Class A Shares |
5 |
| Channel Wealth Llc |
5 |
| VNBTrust, National Association |
5 |
| TBH Global Asset Management, LLC |
5 |
| Advisors Management Group Inc /adv |
5 |
| ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF |
5 |
| Security National Bank Of So Dak |
5 |
| Sherman Porfolios, Llc |
5 |
| FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund |
5 |
| EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
5 |
| O'Shares Investment Advisers, LLC |
5 |
| EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
5 |
| PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative |
5 |
| Stamina Capital Management Lp |
5 |
| Chou Associates Management Inc. |
5 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
5 |
| Sequent Asset Management, LLC |
5 |
| Lake Hills Wealth Management, LLC |
5 |
| West Coast Financial LLC |
5 |
| JHVIX - John Hancock Funds II - International Value Fund Class NAV |
5 |
| Nishkama Capital, LLC |
5 |
| ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class |
5 |
| United Fire Group Inc |
5 |
| Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. |
5 |
| Brucke Financial, Inc. |
5 |
| DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
5 |
| FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund |
5 |
| Inr Advisory Services Llc |
5 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
5 |
| FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund |
5 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I |
5 |
| FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund |
5 |
| Wood Asset Management Inc |
5 |
| Militia Capital Management LLC |
5 |
| CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF |
5 |
| TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund |
5 |
| EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A |
5 |
| HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
5 |
| Natixis ETF Trust - Natixis Gateway Quality Income ETF |
5 |
| Markel Corp |
5 |
| GROW Partners, LLC |
5 |
| MFN Partners Management, LP |
5 |
| Wills Financial Group, Inc. |
5 |
| EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A |
5 |
| CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
5 |
| FEMEX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I |
5 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
5 |
| New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES |
5 |
| WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class |
5 |
| Philosophy Capital Management LLC |
5 |
| VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
5 |
| Ar Asset Management Inc |
5 |
| CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class |
5 |
| Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio |
5 |
| George Kaiser Family Foundation |
5 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
5 |
| First Trust Enhanced Equity Income Fund |
5 |
| CZAR - Themes ETF Trust - Themes Natural Monopoly ETF |
5 |
| HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF |
5 |
| EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A |
5 |
| JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares |
5 |
| SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class |
5 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio |
5 |
| Terril Brothers, Inc. |
5 |
| Alpha Wealth Funds, LLC |
5 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
5 |
| Lincoln Capital Corp |
5 |
| ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A |
5 |
| Silver Rock Financial LP |
5 |
| Vulcan Value Partners, LLC |
5 |
| True Vision MN LLC |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I |
5 |
| Ursa Fund Management, LLC |
5 |
| Vontobel Asset Management Inc |
5 |
| Appian Way Asset Management LP |
5 |
| Farmers & Merchants Trust Co of Long Beach |
5 |
| Bouchey Financial Group Ltd |
5 |
| Tableaux Llc |
5 |
| VISEX - VALIC Co II - International Opportunities Fund |
5 |
| Reflection Asset Management |
5 |
| DSG Capital Advisors, LLC |
5 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
5 |
| Starr International Co Inc |
5 |
| AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A |
5 |
| ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R |
5 |
| HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
5 |
| FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund |
5 |
| Private Portfolio Partners Llc |
5 |
| AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund |
5 |
| EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A |
5 |
| JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF |
5 |
| SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A |
5 |
| INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF |
5 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
5 |
| Gateway Advisory, LLC |
5 |
| Third View Private Wealth, LLC |
5 |
| AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3 |
5 |
| VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. |
5 |
| Hillman Co |
5 |
| Wellington Global Multi-Strategy Fund |
5 |
| FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF |
5 |
| Junson Asset Management (Hong Kong) Ltd |
5 |
| ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
5 |
| VeraBank, N.A. |
5 |
| Prentice Wealth Management LLC |
5 |
| Valtura Capital Partners LLC |
5 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I |
5 |
| HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A |
5 |
| IES Holdings, Inc. |
5 |
| Mudita Advisors LLP |
5 |
| DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A |
5 |
| AA Financial Advisors, LLC |
5 |
| ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I |
5 |
| Mh & Associates Securities Management Corp /adv |
5 |
| Granite Group Advisors, LLC |
5 |
| JBR Co Financial Management Inc |
5 |
| JOEMX - Advisers Investment Trust - JOHCM Emerging Markets Opportunities Fund Institutional Shares |
5 |
| BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A |
5 |
| Dougherty Wealth Advisers LLC |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
5 |
| CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund |
5 |
| CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund |
5 |
| CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
5 |
| Bingham Private Wealth, Llc |
5 |
| Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF |
5 |
| Baltimore Capital Management, Inc |
5 |
| FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund |
5 |
| SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A |
5 |
| Chessman Wealth Strategies Ria |
5 |
| EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A |
5 |
| Badgley Phelps Wealth Managers, LLC |
5 |
| WoodTrust Financial Corp |
5 |
| STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
5 |
| TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF |
5 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
5 |
| CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A |
5 |
| Northstar Wealth Partners LLC |
5 |
| LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF |
5 |
| Gate City Capital Management, Llc |
5 |
| Partners Group Private Equity (master Fund), Llc |
5 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
5 |
| Global Strategic Management Inc |
5 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I |
5 |
| Ausbil Investment Management Ltd |
5 |
| Blenheim Capital Management, L.L.C. |
5 |
| TCFG Investment Advisors, LLC |
5 |
| Shulman DeMeo Asset Management LLC |
5 |
| Norris Financial Group, LLC |
5 |
| Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) |
5 |
| Meramec Financial Planners, LLC |
5 |
| AMJ Financial Wealth Management |
5 |
| DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares |
5 |
| Towerview Llc |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
5 |
| Seeds Investor Llc |
5 |
| Asset Advisors Corp |
5 |
| Van Strum & Towne Inc. |
5 |
| SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 |
5 |
| JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I |
5 |
| OneAscent Investment Solutions LLC |
5 |
| TDVFX - Investment Managers Series Trust - Towle Deep Value Fund |
5 |
| FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares |
5 |
| SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF |
5 |
| FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares |
5 |
| JTRAX - John Hancock Funds II - Disciplined Alternative Yield Fund Class NAV |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 |
5 |
| Peterson Financial Group, Inc. |
5 |
| ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares |
5 |
| Monarch Capital Management Inc/ |
5 |
| DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund |
5 |
| SAOPX - BARRETT OPPORTUNITY FUND, INC. - BARRETT OPPORTUNITY FUND, INC. Class O |
5 |
| EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A |
5 |
| Holos Integrated Wealth LLC |
5 |
| RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
5 |
| ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares |
5 |
| VPR Management LLC |
5 |
| SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A |
5 |
| OPTIMAS CAPITAL Ltd |
5 |
| Maytus Capital Management, LLC |
5 |
| MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares |
5 |
| MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares |
5 |
| Atlanta Consulting Group Advisors, LLC |
5 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
5 |
| LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A |
5 |
| VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class |
5 |
| SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A |
5 |
| Bach Investment Advisors Ltd |
5 |
| Austin Private Wealth, LLC |
5 |
| Harvest Capital Management Inc |
5 |
| CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
5 |
| NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A |
5 |
| ADAR Investment Management LP |
5 |
| L1 Capital Pty Ltd |
5 |
| Tipp Hill Capital Management LLC |
5 |
| Watts Gwilliam & Co., LLC |
5 |
| Freshford Capital Management, LLC |
5 |
| Silver Capital Management Llc |
5 |
| First Trust Strategic High Income Fund Ii |
5 |
| FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF |
5 |
| SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A |
5 |
| VMAHX - Virtus Managed Account Completion Shares (MACS) Trust - Virtus Newfleet High Yield MACS |
5 |
| INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF |
5 |
| Eschler Asset Management LLP |
5 |
| Liberty All Star Growth Fund Inc. |
5 |
| Moser Wealth Advisors, LLC |
5 |
| Bensler, LLC |
5 |
| HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A |
5 |
| Mizuho Markets Cayman LP |
5 |
| Matlinpatterson Global Advisers Llc |
5 |
| DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A |
5 |
| Financial Management Network Inc |
5 |
| Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 |
5 |
| DBLGX - DoubleLine Funds Trust - DoubleLine Global Bond Fund Class I |
5 |
| Brighthouse Funds Trust II - MFS Value Portfolio Class A |
5 |
| FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
5 |
| Intesa Sanpaolo S.p.a. |
5 |
| TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A |
5 |
| ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
5 |
| EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB |
5 |
| Tt International |
5 |
| JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV |
5 |
| LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund |
5 |
| Dakota Community Bank & Trust NA |
5 |
| VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A |
5 |
| Oakmont Corp |
5 |
| Clearbridge Energy Mlp Total Return Fund Inc. |
5 |
| Oppenheimer Global Multi-asset Income Fund |
5 |
| PacWest Financial Management Inc |
5 |
| Oaktree Holdings, Llc |
5 |
| Halsey Associates Inc/ct |
5 |
| Newtyn Management, LLC |
5 |
| PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y |
5 |
| JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV |
5 |
| WBII - Absolute Shares Trust - WBI BullBear Global Income ETF |
5 |
| FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF |
5 |
| WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF |
5 |
| American Assets Inc |
5 |
| Alta Wealth Advisors LLC |
5 |
| NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A |
5 |
| Everett Capital Advisors UK LLP |
5 |
| Farmstead Capital Management, LLC |
5 |
| Capital Group KKR Core Plus (plus) |
5 |
| Blue Granite Capital, LLC |
5 |
| Litespeed Management, L.L.C. |
5 |
| Westport Advisers Llc |
5 |
| Essential Planning, LLC. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class |
5 |
| Graphene Investments SAS |
5 |
| HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF |
5 |
| SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
5 |
| Red Cedar Investment Management, Llc |
5 |
| SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
5 |
| Monetary Solutions, Ltd |
5 |
| LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A |
5 |
| Culbertson A N & Co Inc |
5 |
| Armstrong Shaw Associates Inc/ct |
5 |
| TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II |
5 |
| Millburn Ridgefield Corp |
5 |
| JNL SERIES TRUST - JNL/S&P International 5 Fund (A) |
5 |
| Howard Capital Management |
5 |
| RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF |
5 |
| TGN - Investment Managers Series Trust II - AXS Brendan Wood TopGun Index ETF |
5 |
| FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
5 |
| David J Yvars Group |
5 |
| FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional |
5 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
5 |
| Bridgewealth Advisory Group, LLC |
5 |
| FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund |
5 |
| NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
5 |
| Asset Advisors Investment Management, LLC |
5 |
| Tairen Capital Ltd |
5 |
| Northroad Capital Management Llc |
5 |
| CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell |
5 |
| JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) |
5 |
| New Republic Capital, LLC |
5 |
| Hoertkorn Richard Charles |
5 |
| Monte Financial Group, LLC |
5 |
| Gardner Russo & Quinn Llc |
5 |
| Generate Investment Management Ltd |
5 |
| Builder Investment Group Inc /adv |
5 |
| SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
5 |
| ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES |
5 |
| Hoplite Capital Management, L.p. |
5 |
| Greenline Wealth Management LLC |
5 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
5 |
| Ping Capital Management, Inc. |
5 |
| FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
5 |
| Dnca Finance |
5 |
| Invesco Exchange Fund - INVESCO EXCHANGE FUND |
5 |
| RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
5 |
| Fairscale Capital, LLC |
5 |
| Miller Capital Partners, Inc. |
5 |
| Cohen Klingenstein LLC |
5 |
| Longview Financial Advisors, Inc. |
5 |
| Tradewinds, LLC. |
5 |
| CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class |
5 |
| Arkfeld Wealth Strategies, L.L.C. |
5 |
| Capital Investment Counsel, LLC |
5 |
| Galvin, Gaustad & Stein, LLC |
5 |
| FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A |
5 |
| TMB Capital Partners, LLC |
5 |
| Verger Capital Management LLC |
5 |
| Index Technologies Group LLC |
5 |
| Menlo Advisors Llc |
5 |
| IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF |
5 |
| Excalibur Management Corp |
5 |
| JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
5 |
| Hershey Financial Advisers, LLC |
5 |
| Walled Lake Planning & Wealth Management, Llc |
5 |
| Northstar Advisory Group, LLC |
5 |
| Timberline Asset Management LLC |
5 |
| Atalaya Capital Management LP |
5 |
| JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A |
5 |
| R.m.sincerbeaux Capital Management Llc |
5 |
| HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
5 |
| Scopia Capital Management Lp |
5 |
| Boothe Investment Group, Inc. |
5 |
| AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A |
5 |
| Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
5 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
5 |
| JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
5 |
| PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund |
5 |
| Libra Advisors Llc |
5 |
| Urban Wealth Management, LLC |
5 |
| Multi-strategy Growth & Income Fund |
5 |
| Lgt Capital Partners Ltd. |
5 |
| RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF |
5 |
| PACIFIC SELECT FUND - Main Street Core Portfolio Class I |
5 |
| KRMA - Global X Funds - Global X Conscious Companies ETF |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares |
5 |
| PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
5 |
| Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
5 |
| Pioneer Trust Bank N A/or |
5 |
| LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares |
5 |
| EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
5 |
| VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares |
5 |
| HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF |
5 |
| BigSur Wealth Management LLC |
5 |
| Mik Capital Llc |
5 |
| FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund |
5 |
| Cottage Street Advisors LLC |
5 |
| IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF |
5 |
| LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 |
5 |
| FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 |
5 |
| Weintraub Capital Management, L.p. |
5 |
| DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF |
5 |
| Hamilton Point Investment Advisors, LLC |
5 |
| Paladin Wealth, LLC |
5 |
| Gramercy Funds Management LLC |
5 |
| BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A |
5 |
| FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A |
5 |
| Level Financial Advisors, Inc. |
5 |
| ARS Wealth Advisors, LLC |
5 |
| DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A |
5 |
| MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class |
5 |
| IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF |
5 |
| Community Bank of Raymore |
5 |
| FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF |
5 |
| Calypso Capital Management, LP |
5 |
| FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF |
5 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
5 |
| Lcnb Corp |
5 |
| MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
5 |
| Scheer, Rowlett & Associates Investment Management Ltd. |
5 |
| Mainstream Capital Management LLC |
5 |
| Steadfast Alcentra Global Credit Fund |
5 |
| Carnegie Lake Advisors LLC |
5 |
| AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio |
5 |
| MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class |
5 |
| FBR & Co. |
5 |
| Nuveen All Cap Energy Mlp Opportunities Fund |
5 |
| VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares |
5 |
| Wealth Advisory Solutions, LLC |
5 |
| FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF |
5 |
| Infini Capital Management Ltd |
5 |
| Birinyi Associates Inc |
5 |
| Lane Generational LLC |
5 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
5 |
| ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio |
5 |
| DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A |
5 |
| Thrivent Core Funds - Thrivent Core Small Cap Value Fund |
5 |
| Global Macro Portfolio - Global Macro Portfolio |
5 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I |
5 |
| GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
5 |
| LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I |
5 |
| Lathrop Investment Management Corp |
5 |
| Corundum Group, Inc. |
5 |
| ICICI Prudential Asset Management Co Ltd |
5 |
| J2 Capital Management Inc |
5 |
| Cg Funds Trust |
5 |
| Fairpointe Capital LLC |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio |
5 |
| DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
5 |
| Argent Financial Group, Inc. |
5 |
| HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF |
5 |
| Capstone Financial Group, Inc. |
5 |
| Hc Financial Advisors Inc |
5 |
| POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
5 |
| NOPE - Tidal ETF Trust - Noble Absolute Return ETF |
5 |
| Diversified Enterprises, LLC |
5 |
| ARK Investment Management LLC |
5 |
| GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional |
5 |
| Acadia Trust Na |
5 |
| FORH - ETF Opportunities Trust - Formidable ETF |
5 |
| Voya Asia Pacific High Dividend Equity Income Fund |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial |
5 |
| SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I |
5 |
| GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I |
5 |
| Ewing Morris & Co. Investment Partners Ltd. |
5 |
| UUPIX - Profunds - Ultraemerging Markets Profund Investor Class |
5 |
| HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares |
5 |
| Systrade AG |
5 |
| BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class |
5 |
| Cacti Asset Management Llc |
4 |
| Gabelli Go Anywhere Trust |
4 |
| Rivernorth Marketplace Lending Corp |
4 |
| McLaughlin Asset Management, Inc. |
4 |
| ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts |
4 |
| Blackrock Utility & Infrastructure Trust |
4 |
| European Equity Fund, Inc / Md |
4 |
| Value Line Centurion Fund Inc - Value Line Centurion Fund Inc |
4 |
| Staar Investment Trust |
4 |
| GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A |
4 |
| DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares |
4 |
| PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares |
4 |
| Cambient Family Office, Llc |
4 |
| Blackrock Municipal 2030 Target Term Trust |
4 |
| TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. |
4 |
| DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A |
4 |
| Fiduciary/claymore Mlp Opportunity Fund |
4 |
| Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
4 |
| Stone Harbor Emerging Markets Income Fund |
4 |
| Blackrock Munivest Fund, Inc. |
4 |
| PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A |
4 |
| DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
4 |
| First Trust Energy Infrastructure Fund |
4 |
| Lmp Capital & Income Fund Inc. |
4 |
| Clearbridge American Energy Mlp Fund Inc. |
4 |
| SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund |
4 |
| SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
4 |
| BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 |
4 |
| Templeton Emerging Markets Fund |
4 |
| ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares |
4 |
| Oppenheimer Rising Dividends Fund |
4 |
| Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO |
4 |
| Highland Associates Inc |
4 |
| McCollum Christoferson Group LLC |
4 |
| Affiance Financial, LLC |
4 |
| MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND |
4 |
| Abbot Financial Management, Inc. |
4 |
| Bridge City Capital, LLC |
4 |
| Summit Financial Group, Inc. |
4 |
| Azvalor Asset Management Sgiic Sa |
4 |
| UPRIGHT INVESTMENTS TRUST - Upright Growth & Income Fund |
4 |
| Blankinship & Foster, LLC |
4 |
| Gilbert & Cook, Inc. |
4 |
| FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class |
4 |
| Family Legacy, Inc. |
4 |
| SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A |
4 |
| Access Financial Services, Inc. |
4 |
| FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class |
4 |
| Yorktown Energy Partners VI LP |
4 |
| Usca All Terrain Fund |
4 |
| CMH Wealth Management LLC |
4 |
| Ayrton Capital LLC |
4 |
| Northeast Investors Growth Fund Inc |
4 |
| Montage Managers Trust |
4 |
| Nicollet Investment Management, Inc. |
4 |
| Wealth Advisors of Tampa Bay, LLC |
4 |
| Brightline Capital Management, Llc |
4 |
| Schf (gpe), Llc |
4 |
| Successful Portfolios LLC |
4 |
| Ttp Investments, Inc. |
4 |
| Murphy, Middleton, Hinkle & Parker, Inc. |
4 |
| Aubrey Capital Management Ltd |
4 |
| Engle Capital Management, L.P. |
4 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
4 |
| Georgetown University |
4 |
| Martin Capital Partners, LLC |
4 |
| Hampstead Capital LLP |
4 |
| Crabel Capital Management, LLC |
4 |
| RB Capital Management, LLC |
4 |
| Smart Money Group LLC |
4 |
| Altman Advisors, Inc. |
4 |
| Fullerton Fund Management Co Ltd |
4 |
| Nut Tree Capital Management, LP |
4 |
| Q3 Asset Management |
4 |
| Greytown Advisors Inc. |
4 |
| Main Management ETF Advisors, LLC |
4 |
| Stokes Capital Advisors, LLC |
4 |
| Performa Ltd (US), LLC |
4 |
| SCW Capital Management, LP |
4 |
| Newfoundland Capital Management |
4 |
| Marietta Wealth Management, LLC |
4 |
| Gainplan LLC |
4 |
| Corecam Pte. Ltd. |
4 |
| Rice Partnership, LLC |
4 |
| Amplify Investments, Llc |
4 |
| Smith Shellnut Wilson Llc /adv |
4 |
| Vista Investment Management |
4 |
| United Bank |
4 |
| Providence Wealth Advisors, LLC |
4 |
| Hammer Asset Management, LLC |
4 |
| Grosvenor Holdings, L.l.c. |
4 |
| German American Bancorp, Inc. |
4 |
| Causeway Etmf Trust |
4 |
| Rainier Group Investment Advisory LLC |
4 |
| Glen Point Capital LLP |
4 |
| Ofi Carlyle Private Credit Fund |
4 |
| Plimoth Trust Co Llc |
4 |
| Pioneer Natural Resources Co |
4 |
| Evergreen Advisors, LLC |
4 |
| RHS Financial, LLC |
4 |
| Velanne Asset Management Ltd |
4 |
| Windsor Creek Advisors, Llc |
4 |
| Sound View Wealth Advisors, Llc |
4 |
| Viewpoint Investment Partners Corp |
4 |
| Public Investment Fund |
4 |
| Compton Wealth Advisory Group, LLC |
4 |
| Galibier Capital Management Ltd. |
4 |
| Security Benefit Life Insurance Co /ks/ |
4 |
| Tulsa Wealth Advisors, INC |
4 |
| Ostrum Asset Management U.s., Llc |
4 |
| EJMK Ventures LLC |
4 |
| CGOV Asset Management |
4 |
| Vector Wealth Management, Llc |
4 |
| Advisor Consultant Network Inc |
4 |
| Private Advisors, LLC |
4 |
| ERn Financial, LLC |
4 |
| Tls Advisors Llc |
4 |
| Sky Investment Counsel Inc |
4 |
| C-J Advisory, Inc. |
4 |
| TAP Consulting, LLC |
4 |
| Hi-Line Capital Management, LLC |
4 |
| RBA Wealth Management, LLC |
4 |
| Kent Lake Capital LLC |
4 |
| Jacobsen Capital Management |
4 |
| Westhampton Capital, LLC |
4 |
| Foresters Asset Management Inc. |
4 |
| Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF |
4 |
| Davlin Philanthropic Funds |
4 |
| Appleton Funds |
4 |
| Stratus Fund Inc |
4 |
| Hsbc Portfolios |
4 |
| Nuveen Diversified Currency Opportunities Fund |
4 |
| Sl Advisors, Llc |
4 |
| Macquarie Bank Ltd |
4 |
| Salient Mlp & Energy Infrastructure Fund |
4 |
| Cowen Investment Management LLC |
4 |
| Bankers Trust Co |
4 |
| Edmunds White Partners Llc |
4 |
| Charter Oak Partners Management, L.P. |
4 |
| GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio |
4 |
| FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A |
4 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 |
4 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 |
4 |
| Rayner & Haynor |
4 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
4 |
| Adams Hill Capital Llc |
4 |
| LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund |
4 |
| DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A |
4 |
| Jnl Series Trust - Jnl/causeway International Value Select Fund (a) |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) |
4 |
| American Beacon Advisors, Inc. |
4 |
| Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) |
4 |
| Perennial Investment Partners LTD |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I |
4 |
| BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I |
4 |
| Investors Trust Inc |
4 |
| LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class |
4 |
| Cascabel Management LP |
4 |
| NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund |
4 |
| Lehman Brothers Holdings Inc. |
4 |
| Mill Road Capital Management LLC |
4 |
| RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H |
4 |
| Cornerstone Financial Partners, LLC |
4 |
| UEMPX - UBS FUNDS - UBS Emerging Markets Equity Opportunity Fund CLASS P |
4 |
| Delaney Dennis R |
4 |
| LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
4 |
| LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A |
4 |
| Seneca Capital Investments, L.p. |
4 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2022 |
4 |
| MIG Capital, LLC |
4 |
| Smithwood Advisers, L.P. |
4 |
| Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio |
4 |
| McQueen, Ball & Associates Inc. |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio |
4 |
| ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio |
4 |
| ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio |
4 |
| PACIFIC SELECT FUND - Growth Portfolio Class I |
4 |
| PACIFIC SELECT FUND - Emerging Markets Portfolio Class I |
4 |
| P.a.w. Capital Corp |
4 |
| PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
4 |
| Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio |
4 |
| La Financiere De L'echiquier |
4 |
| Svenska Handelsbanken AB (publ) |
4 |
| PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I |
4 |
| ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A |
4 |
| Eachwin Capital, Lp |
4 |
| JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A |
4 |
| 13D Management LLC |
4 |
| RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A |
4 |
| Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III |
4 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
4 |
| BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares |
4 |
| Symmetry Peak Management Llc |
4 |
| MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A |
4 |
| HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A |
4 |
| ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
4 |
| BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class |
4 |
| CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P |
4 |
| AIMZ Investment Advisors, LLC |
4 |
| GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
4 |
| Ulysses Management LLC |
4 |
| KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio |
4 |
| QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio |
4 |
| WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A |
4 |
| SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A |
4 |
| Sapphire Star Partners LP |
4 |
| SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF |
4 |
| Lancaster Investment Management |
4 |
| RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity |
4 |
| Tegean Capital Management, Llc |
4 |
| EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA |
4 |
| SeaStone Capital Management, L.P. |
4 |
| Hitchwood Capital Management LP |
4 |
| CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N |
4 |
| CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N |
4 |
| NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A |
4 |
| ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares |
4 |
| APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares |
4 |
| WSCAX - WANGER ADVISORS TRUST - Wanger International |
4 |
| Waterstone Capital Management, L.P. |
4 |
| TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class |
4 |
| TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class |
4 |
| GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A |
4 |
| BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
4 |
| CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 |
4 |
| Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class |
4 |
| BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A |
4 |
| OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class |
4 |
| WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C |
4 |
| CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
4 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A |
4 |
| SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A |
4 |
| TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
4 |
| LVZ Advisors, Inc. |
4 |
| MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I |
4 |
| HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A |
4 |
| HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A |
4 |
| JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T |
4 |
| JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T |
4 |
| JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T |
4 |
| LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A |
4 |
| Gratia Capital, Llc |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 |
4 |
| JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A |
4 |
| QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund |
4 |
| FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
4 |
| FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
4 |
| KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A |
4 |
| SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund |
4 |
| RKL Wealth Management LLC |
4 |
| Pine Brook Road Advisors, L.P. |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT International Equity Fund Class 2 |
4 |
| Valinor Management, Llc |
4 |
| VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative |
4 |
| VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
4 |
| MXXIX - Marsico Investment Fund - Marsico 21st Century Fund |
4 |
| SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class |
4 |
| MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS |
4 |
| AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
4 |
| AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
4 |
| GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
4 |
| GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A |
4 |
| RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y |
4 |
| RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial |
4 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
4 |
| CWH Capital Management, Inc. |
4 |
| Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A |
4 |
| Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A |
4 |
| PENN SERIES FUNDS INC - Large Cap Value Fund |
4 |
| PENN SERIES FUNDS INC - Emerging Markets Equity Fund |
4 |
| PENN SERIES FUNDS INC - Small Cap Growth Fund |
4 |
| PENN SERIES FUNDS INC - Large Growth Stock Fund |
4 |
| Guardian Variable Products Trust - Guardian International Value VIP Fund |
4 |
| JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A |
4 |
| Mcclain Value Management Llc |
4 |
| CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF |
4 |
| DBELX - DoubleLine Funds Trust - DoubleLine Emerging Markets Local Currency Bond Fund Class I |
4 |
| QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I |
4 |
| DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A |
4 |
| Wellesley Investment Partners, LLC |
4 |
| VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I |
4 |
| BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
4 |
| BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class |
4 |
| Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A |
4 |
| ILF - iSHARES TRUST - iShares Latin America 40 ETF |
4 |
| TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z |
4 |
| Trishield Capital Management LLC |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I |
4 |
| HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia |
4 |
| HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia |
4 |
| HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia |
4 |
| IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
4 |
| IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV |
4 |
| ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV |
4 |
| IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV |
4 |
| MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class |
4 |
| Dalal Street, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
4 |
| Merited Wealth, LLC |
4 |
| ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class |
4 |
| MDE Group |
4 |
| Harvey Investment Co Llc |
4 |
| PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
4 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
4 |
| Glenview State Bank Trust Dept. |
4 |
| PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
4 |
| PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
4 |
| PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
4 |
| Mendel Money Management |
4 |
| Hamrick Investment Counsel, llc |
4 |
| PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A |
4 |
| Vision Capital Management, Inc. |
4 |
| NorthAvenue LLC |
4 |
| Summit Street Capital Management, LLC |
4 |
| MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
4 |
| FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF |
4 |
| FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF |
4 |
| FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF |
4 |
| Weatherstone Capital Management |
4 |
| FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF |
4 |
| LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF |
4 |
| FKU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust United Kingdom AlphaDEX Fund |
4 |
| FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund |
4 |
| DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A |
4 |
| First Trust Bank, Ltd. |
4 |
| Ferox Capital Management LP |
4 |
| SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 |
4 |
| Continental Advisors Llc |
4 |
| Addison Clark Management, L.l.c. |
4 |
| IECAX - IVY FUNDS - Ivy Pictet Emerging Markets Local Currency Debt Fund Class A |
4 |
| Odey Holdings AG |
4 |
| Blue Edge Capital, LLC |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares |
4 |
| EXITX - MANNING & NAPIER FUND, INC. - International Series Class S |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
4 |
| SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
4 |
| ULTRA SERIES FUND - High Income Fund Class I |
4 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
4 |
| MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class |
4 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
4 |
| AFK - VanEck Vectors ETF Trust - VanEck Vectors Africa Index ETF |
4 |
| BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 |
4 |
| BGEHX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets Equities Fund Class 2 |
4 |
| AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund |
4 |
| SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A |
4 |
| LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A |
4 |
| LCOAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Small Cap Fund Class A |
4 |
| ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares |
4 |
| EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares |
4 |
| LEDIX - LAZARD FUNDS INC - Lazard Emerging Markets Debt Portfolio Institutional Shares |
4 |
| PSquared Asset Management AG |
4 |
| PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
4 |
| Strategic Wealth Management Inc |
4 |
| Ridgemont Partners Management, LLC |
4 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
4 |
| OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class |
4 |
| OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class |
4 |
| TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
4 |
| MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class |
4 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio |
4 |
| AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 |
4 |
| Manitou Investment Management Ltd. |
4 |
| DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF |
4 |
| GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional |
4 |
| GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional |
4 |
| Inverness Investment Group, LLC |
4 |
| Lumbard & Kellner, LLC |
4 |
| WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares |
4 |
| SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
4 |
| HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class |
4 |
| DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund |
4 |
| CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
4 |
| CFBNX - COMMERCE FUNDS - The Bond Fund Shares |
4 |
| MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A |
4 |
| MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A |
4 |
| Eclectica Asset Management LLP |
4 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
4 |
| NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A |
4 |
| First Houston Capital, Inc. |
4 |
| EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
4 |
| AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares |
4 |
| AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares |
4 |
| SZEAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Emerging Markets Fixed Income Fund Class A |
4 |
| FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF |
4 |
| DYAPX - BNY MELLON STOCK FUNDS - BNY Mellon International Small Cap Fund Class A |
4 |
| TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A |
4 |
| HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor |
4 |
| Reservoir Operations, L.P. |
4 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
4 |
| GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A |
4 |
| ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A |
4 |
| MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A |
4 |
| Autus Asset Management, LLC |
4 |
| Otter Creek Management Inc |
4 |
| Think Investments LP |
4 |
| PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A |
4 |
| Platinum Management (NY) LLC |
4 |
| Terra Nova Asset Management LLC |
4 |
| Ken Stern & Associates, Inc. |
4 |
| Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio |
4 |
| Alternative Strategies Fund |
4 |
| Dfa Investment Trust Co - The Asia Pacific Small Company Series |
4 |
| Northwestern University |
4 |
| HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
4 |
| Cohen Lawrence B |
4 |
| Marshwinds Advisory Co |
4 |
| FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund |
4 |
| Baker Boyer National Bank |
4 |
| HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class |
4 |
| FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
4 |
| Van Cleef Asset Management,Inc |
4 |
| FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
4 |
| HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class |
4 |
| HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class |
4 |
| HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class |
4 |
| HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class |
4 |
| JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 |
4 |
| VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I |
4 |
| OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I |
4 |
| IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A |
4 |
| PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A |
4 |
| ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares |
4 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
4 |
| SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A |
4 |
| LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
4 |
| Athena Wealth Management, LLC |
4 |
| SCF Partners, Inc. |
4 |
| Stokes & Hubbell Capital Management, LLC |
4 |
| R.H. Dinel Investment Counsel, Inc. |
4 |
| PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
4 |
| Boulegeris Investments, Inc. |
4 |
| Walnut Private Equity Partners, Llc |
4 |
| AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class |
4 |
| FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund |
4 |
| Elm Advisors, Llc |
4 |
| TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class |
4 |
| FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund |
4 |
| ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF |
4 |
| WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares |
4 |
| WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares |
4 |
| FEMB - First Trust Exchange-Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF |
4 |
| Foothills Asset Management, Ltd. |
4 |
| Garrison Asset Management, LLC |
4 |
| TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class |
4 |
| LVHE - Legg Mason ETF Investment Trust - Legg Mason Emerging Markets Low Volatility High Dividend ETF |
4 |
| SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A |
4 |
| Limestone Value Partners, LLC |
4 |
| Cliftonlarsonallen Wealth Advisors, Llc |
4 |
| Fort Pitt Capital Group, Llc |
4 |
| SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
4 |
| EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF |
4 |
| Matterhorn Capital Management, LLC |
4 |
| QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund |
4 |
| Global X Funds - Global X MSCI Norway ETF |
4 |
| NORW - Global X Funds - Global X FTSE Nordic Region ETF |
4 |
| CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
4 |
| Johanson Financial Advisors, Inc. |
4 |
| RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
4 |
| ZMLP - Direxion Shares ETF Trust - Direxion Zacks MLP High Income Index Shares |
4 |
| BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
4 |
| ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
4 |
| ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
4 |
| WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares |
4 |
| EEMD - ETF Series Solutions - AAM S&P Emerging Markets High Dividend Value ETF |
4 |
| NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A |
4 |
| AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
4 |
| DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A |
4 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
4 |
| TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class |
4 |
| TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class |
4 |
| TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class |
4 |
| HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A |
4 |
| Smart Portfolios, LLC |
4 |
| HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A |
4 |
| ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class |
4 |
| NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A |
4 |
| GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class |
4 |
| Regis Management CO LLC |
4 |
| FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A |
4 |
| SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 |
4 |
| EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A |
4 |
| EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A |
4 |
| WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A |
4 |
| Oak Hill Advisors Lp |
4 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
4 |
| CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A |
4 |
| CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class |
4 |
| Dumont & Blake Investment Advisors Llc |
4 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
4 |
| Train Babcock Advisors Llc |
4 |
| IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF |
4 |
| IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF |
4 |
| IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A |
4 |
| ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A |
4 |
| Lynch & Associates/in |
4 |
| HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES |
4 |
| HHDTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INTERNATIONAL FUND INSTITUTIONAL CLASS SHARES |
4 |
| HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class |
4 |
| EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF |
4 |
| CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class |
4 |
| CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class |
4 |
| LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A |
4 |
| PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF |
4 |
| PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
4 |
| Private Wealth Advisors, Inc. |
4 |
| Meditor Group Ltd |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Local Debt Fund Class R6 |
4 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 |
4 |
| Macnealy Hoover Investment Management Inc |
4 |
| Citadel Securities GP LLC |
4 |
| Relyea Zuckerberg Hanson LLC |
4 |
| S.E.E.D. Planning Group LLC |
4 |
| Huntington Steele LLC |
4 |
| Heathbridge Capital Management Ltd. |
4 |
| ANTUX - American Century World Mutual Funds Inc - Non-u.s. Intrinsic Value Fund Investor Class |
4 |
| MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares |
4 |
| BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I |
4 |
| MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I |
4 |
| MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I |
4 |
| MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A |
4 |
| BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A |
4 |
| BOSS - Global X Funds - Global X Founder-Run Companies ETF |
4 |
| Shelter Ins Profit Sharing |
4 |
| PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class |
4 |
| PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional |
4 |
| PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional |
4 |
| Beacon Financial Advisory LLC |
4 |
| Lederer & Associates Investment Counsel/ca |
4 |
| Rezny Wealth Management, Inc. |
4 |
| Portland Global Advisors LLC |
4 |
| Provident Trust Co |
4 |
| Weybosset Research & Management Llc |
4 |
| Old Dominion Capital Management Inc |
4 |
| Excelsia, Inc. |
4 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
4 |
| Philadelphia Investment Partners, LLC |
4 |
| REBAX - Columbia Funds Series Trust II - Columbia Emerging Markets Bond Fund Class A |
4 |
| Smith Chas P & Associates Pa Cpas |
4 |
| NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A |
4 |
| COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A |
4 |
| INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A |
4 |
| MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
4 |
| EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF |
4 |
| PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A |
4 |
| Compass Capital Management, Inc |
4 |
| Springbank Value Partners Lp |
4 |
| EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF |
4 |
| HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF |
4 |
| SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF |
4 |
| IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF |
4 |
| Wealthquest Corp |
4 |
| DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF |
4 |
| IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares |
4 |
| Karani Asset Management LLC |
4 |
| Fulton Breakefield Broenniman Llc |
4 |
| VCFVX - VALIC Co I - International Value Fund |
4 |
| VCSTX - VALIC Co I - Science & Technology Fund |
4 |
| PARUS FINANCE (UK) Ltd |
4 |
| VAVAX - VALIC Co I - Value Fund |
4 |
| VLCCX - VALIC Co I - Large Cap Core Fund |
4 |
| Pettee Investors, Inc. |
4 |
| EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF |
4 |
| AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A |
4 |
| JPMB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF |
4 |
| Somerset Group LLC |
4 |
| Veritas Asset Management LLP |
4 |
| Silchester International Investors LLP |
4 |
| NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A |
4 |
| JISOX - John Hancock Funds II - New Opportunities Fund Class 1 |
4 |
| Spartan Wealth Advisory Services LLC |
4 |
| KEMPER Corp |
4 |
| Inspirion Wealth Advisors, Llc |
4 |
| Varde Management, L.P. |
4 |
| ENOR - iSHARES TRUST - iShares MSCI Norway ETF |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio |
4 |
| EZU - iShares, Inc. - iShares MSCI Eurozone ETF |
4 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
4 |
| Key Colony Management, LLC |
4 |
| BSJK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 High Yield Corporate Bond ETF |
4 |
| Santa Barbara Asset Management, Llc |
4 |
| Bruce & Co., Inc. |
4 |
| Z3 Capital Partners, LLC |
4 |
| XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
4 |
| XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF |
4 |
| NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A |
4 |
| NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
4 |
| NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class |
4 |
| SEB Asset Management AB |
4 |
| MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares |
4 |
| TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
4 |
| Gould Asset Management Llc /ca/ |
4 |
| Sunburst Financial Group, LLC |
4 |
| Euro Pacific Asset Management, LLC |
4 |
| XML Financial, LLC |
4 |
| Asset Management Corp /il/ /adv |
4 |
| Lighthouse Financial Advisors, Inc. |
4 |
| Stonebridge Financial Planning Group, LLC |
4 |
| Epiq Partners, Llc |
4 |
| Invesco Qqq Trust, Series 1 |
4 |
| Highland Global Allocation Fund |
4 |
| Absher Wealth Management, Llc |
4 |
| Single Point Partners, LLC |
4 |
| Madison Wealth Management |
4 |
| Vigilare Wealth Management |
4 |
| Aberdeen Wealth Management LLC |
4 |
| SoftVest Advisors, LLC |
4 |
| Sunflower Bank, Na Wealth Management |
4 |
| Radoff Bradley Louis |
4 |
| Advisory Research Energy Fund Lp |
4 |
| Davidson Trust Co |
4 |
| DELAWARE VIP TRUST - Delaware VIP International Series Standard |
4 |
| Cleary Gull Holdings Inc. |
4 |
| CA Family Wealth, LLC |
4 |
| Must Asset Management Inc. |
4 |
| HRMEX - HARBOR FUNDS - Harbor Robeco Emerging Markets Active Equities Fund Retirement Class |
4 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
| FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
4 |
| Westshore Wealth, LLC |
4 |
| Spotlight Asset Group, Inc. |
4 |
| Beta Wealth Group, Inc. |
4 |
| Jackson Wealth Management, LLC |
4 |
| GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF |
4 |
| ADKSX - Adirondack Funds - Adirondack Small Cap Fund |
4 |
| Gabalex Capital Management LLC |
4 |
| Sloane Robinson LLP |
4 |
| Signet Management Usa, Llc |
4 |
| Graham & Dodd Fund, Llc |
4 |
| SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class |
4 |
| OEUR - OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF |
4 |
| Auxano Advisors, LLC |
4 |
| TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class |
4 |
| GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund |
4 |
| LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares |
4 |
| MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares |
4 |
| GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
4 |
| MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares |
4 |
| RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I |
4 |
| CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class |
4 |
| PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares |
4 |
| FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
4 |
| PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes |
4 |
| PBFDX - FORUM FUNDS - Payson Total Return Fund |
4 |
| CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares |
4 |
| Roof Eidam & Maycock/adv |
4 |
| Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF |
4 |
| PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
4 |
| A3 Alternative Credit Fund |
4 |
| PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class |
4 |
| TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class |
4 |
| DCMEX - FundVantage Trust - DuPont Capital Emerging Markets Fund Class I |
4 |
| EICVX - FundVantage Trust - EIC Value Fund Class A |
4 |
| EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A |
4 |
| TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
4 |
| SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares |
4 |
| MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional |
4 |
| NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares |
4 |
| NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares |
4 |
| HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class |
4 |
| RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
4 |
| GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF |
4 |
| White Pine Investment CO |
4 |
| Cincinnati Insurance Co |
4 |
| Tri-Star Advisors Inc. |
4 |
| Cygnus Capital Advisors, LLC |
4 |
| Sage Asset Management, L.P. |
4 |
| TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF |
4 |
| Windsor Financial Group Llc |
4 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
4 |
| Country Fund Management |
4 |
| Woodburn R Robert Jr |
4 |
| TELEMUS BEACON INVESTMENT Co LLC |
4 |
| Roc Capital Management, L.P. |
4 |
| ESDIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Select Fund Institutional Class |
4 |
| Paradice Investment Management LLC |
4 |
| NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF |
4 |
| AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A |
4 |
| Fisher Funds Management LTD |
4 |
| Polaris Capital Management, LLC |
4 |
| First Trust High Yield Opportunities 2027 Term Fund |
4 |
| WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
4 |
| AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund |
4 |
| MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF |
4 |
| Keyframe Capital Partners, L.P. |
4 |
| Northern Cross, LLC |
4 |
| Asset Allocation & Management Company, LLC |
4 |
| Arena Capital Advisors, LLC- CA |
4 |
| TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF |
4 |
| EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF |
4 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
4 |
| Platform Technology Partners |
4 |
| IGIEX - Ashmore Funds - Ashmore Emerging Markets Investment Grade Income Fund Institutional Class |
4 |
| Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF |
4 |
| THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares |
4 |
| Salvus Wealth Management, LLC |
4 |
| Schroder Investment Management North America Inc/ De |
4 |
| Garrett Investment Advisors LLC |
4 |
| Scott Investment Partners LLP |
4 |
| Panview Asian Equity Master Fund |
4 |
| Wealth Management Partners, LLC |
4 |
| Kavar Capital Partners Group, Llc |
4 |
| Wd Rutherford Llc |
4 |
| Kemper Corp Master Retirement Trust |
4 |
| Monterey Private Wealth, Inc. |
4 |
| Venator Management LLC |
4 |
| Nixon Capital, LLC |
4 |
| Ade, Llc |
4 |
| Titan Global Capital Management Usa Llc |
4 |
| Agran Libbie |
4 |
| Tabor Asset Management, LP |
4 |
| SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF |
4 |
| Welch Capital Partners Llc/ny |
4 |
| Alamar Capital Management, LLC |
4 |
| Patron Partners Advisors, Llc |
4 |
| Harvest Volatility Management Llc |
4 |
| Defined Wealth Management, Llc |
4 |
| CBTG - Listed Funds Trust - Cabot Growth ETF |
4 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF |
4 |
| Tower Wealth Partners, Inc. |
4 |
| South Shore Capital Advisors |
4 |
| Facet Wealth, Inc. |
4 |
| Capital Advisors Wealth Management, LLC |
4 |
| Syntax Advisors, Llc |
4 |
| QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
4 |
| OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF |
4 |
| APLIX - Cavanal Hill Funds - Hedged Income Fund Investor |
4 |
| FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF |
4 |
| Hudson Portfolio Management LLC |
4 |
| Fi3 FINANCIAL ADVISORS, LLC |
4 |
| MBA Advisors LLC |
4 |
| GGIIX - GuideStone Funds - Global Impact Fund Investor |
4 |
| FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A |
4 |
| SPRNX - Advisors' Inner Circle Fund II - Sprucegrove International Equity Master Fund |
4 |
| Polen Capital Management Llc |
4 |
| JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF |
4 |
| NZS Capital, LLC |
4 |
| McKinney Capital Management, LLC |
4 |
| Fortress Wealth Group, LLC |
4 |
| Martin & Co Inc /tn/ |
4 |
| Blue Barn Wealth, LLC |
4 |
| GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares |
4 |
| Cambridge Financial Group, Inc. |
4 |
| Fieldpoint Private Advisors, Inc |
4 |
| PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 |
4 |
| SHP ETF Trust - FIS Knights of Columbus Global Belief ETF |
4 |
| Arbor Capital Management Llc |
4 |
| Threadgill Financial, Llc |
4 |
| FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A |
4 |
| BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K |
4 |
| Innova Wealth Partners |
4 |
| MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M |
4 |
| IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares |
4 |
| JOPSX - JOHCM Funds Trust - JOHCM International Opportunities Fund Class Z Shares |
4 |
| JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares |
4 |
| TRB Wealth Management, LLC |
4 |
| TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I |
4 |
| Continental General Insurance Co |
4 |
| HCOM - Hartford Funds Exchange-Traded Trust - Hartford Schroders Commodity Strategy ETF |
4 |
| Consilium Wealth Advisory, LLC |
4 |
| Straight Path Wealth Management |
4 |
| Buttonwood Financial Advisors Inc. |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| Edgewood Management Llc |
4 |
| Keene & Associates, Inc. |
4 |
| Forefront Wealth Management Inc. |
4 |
| Pinnacle Private Wealth, LLC |
4 |
| Primoris Wealth Advisors, Llc |
4 |
| Aquire Wealth Advisors, LLC |
4 |
| CarsonAllaria Wealth Management, Ltd. |
4 |
| Paradigm Capital Management, LLC/NV |
4 |
| Next Level Private LLC |
4 |
| Horizon Family Wealth, Inc. |
4 |
| Taika Capital, LP |
4 |
| Endowment Wealth Management, Inc. |
4 |
| Castle Financial & Retirement Planning Associates, Inc. |
4 |
| Oxbow Capital Management (HK) Ltd |
4 |
| Wulff, Hansen & Co. |
4 |
| Mmbg Investment Advisors Co. |
4 |
| SAL Trading, LLC |
4 |
| WMG Financial Advisors, LLC |
4 |
| Audent Global Asset Management, LLC |
4 |
| Sora Investors Llc |
4 |
| Mill Capital Management, LLC |
4 |
| Kraematon Investment Advisors, Inc |
4 |
| ETF Store, Inc. |
4 |
| Gibson Wealth Advisors LLC |
4 |
| Monolith Advisors |
4 |
| Richwood Investment Advisors, LLC |
4 |
| Clean Energy Transition LLP |
4 |
| Rather & Kittrell, Inc. |
4 |
| OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A |
4 |
| JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV |
4 |
| OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio |
4 |
| Siena Capital Llc |
4 |
| Bill Few Associates, Inc. |
4 |
| CVI Investments, Inc. |
4 |
| Greenspring Advisors, LLC |
4 |
| CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class |
4 |
| Artemis Wealth Advisors, LLC |
4 |
| TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
4 |
| Copeland Trust - COPELAND INTERNATIONAL SMALL CAP FUND Class A Shares |
4 |
| BKA Wealth Consulting, Inc. |
4 |
| Provence Wealth Management Group |
4 |
| Walter Public Investments Inc. |
4 |
| Lansing Street Advisors |
4 |
| New South Capital Management Inc |
4 |
| EnCap Investments L.P. |
4 |
| Avant Capital LLC |
4 |
| Hutchens & Kramer Investment Management Group, LLC |
4 |
| ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A |
4 |
| MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
4 |
| APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares |
4 |
| KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF |
4 |
| NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF |
4 |
| CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C |
4 |
| EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 |
4 |
| IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF |
4 |
| Ospraie Management, LLC |
4 |
| Richmond Hill Investments, LLC |
4 |
| Brave Warrior Advisors, LLC |
4 |
| FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund |
4 |
| Montchanin Asset Management, Llc |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y |
4 |
| AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 |
4 |
| AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 |
4 |
| ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
4 |
| BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares |
4 |
| Bares Capital Management, Inc. |
4 |
| Troluce Capital Advisors LLC |
4 |
| Adams Street Partners Llc |
4 |
| Archon Capital Management LLC |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
4 |
| Praetorian PR LLC |
4 |
| Orbis Investment Management Ltd |
4 |
| Kfg Wealth Management, Llc |
4 |
| Beaumont Financial Advisors, LLC |
4 |
| Value Aligned Research Advisors, LLC |
4 |
| Allegiance Financial Group Advisory Services LLC |
4 |
| Breakwater Capital Group |
4 |
| Shannon River Fund Management LLC |
4 |
| Centurion Wealth Management LLC |
4 |
| Ellerson Group Inc /adv |
4 |
| Prossimo Advisors, LLC |
4 |
| Financial Partners Group, LLC |
4 |
| New Hampshire Trust |
4 |
| AM Squared Ltd |
4 |
| WS Portfolio Advisory, LLC |
4 |
| MRP Capital Investments, LLC |
4 |
| Syntegra Private Wealth Group, LLC |
4 |
| Applied Capital LLC/FL |
4 |
| Gates Capital Management, Inc. |
4 |
| Left Brain Wealth Management, LLC |
4 |
| Retirement Investment Advisors, Inc. |
4 |
| Silverlake Wealth Management Llc |
4 |
| Medici Capital Llc |
4 |
| Typenex Co-Investment, LLC |
4 |
| Cravens & Co Advisors, LLC |
4 |
| Yorktown Energy Partners VIII, L.P. |
4 |
| VEMY - Virtus ETF Trust II - Virtus Stone Harbor Emerging Markets High Yield Bond ETF |
4 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
4 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
4 |
| Authentikos Wealth Advisory, LLC |
4 |
| Tilt Investment Management Holdings, PBC |
4 |
| DIP - ETF Series Solutions - BTD Capital Fund |
4 |
| EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF |
4 |
| Kailix Advisors LLC |
4 |
| Eley Financial Management, Inc |
4 |
| ABLE Financial Group, LLC |
4 |
| MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF |
4 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
4 |
| CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares |
4 |
| GAST - Gabelli ETFs Trust - Gabelli Automation ETF |
4 |
| CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF |
4 |
| First County Bank /CT/ |
4 |
| BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF |
4 |
| Invesco, Llc |
4 |
| RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares |
4 |
| TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF |
4 |
| Moab Capital Partners LLC |
4 |
| Tema ETF Trust - Tema Global Royalties ETF |
4 |
| PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF |
4 |
| GPOW - Goldman Sachs ETF Trust - Goldman Sachs North American Pipelines & Power Equity ETF |
4 |
| Buck Wealth Strategies, LLC |
4 |
| Financial Security Advisor, Inc. |
4 |
| Prosperitas Financial LLC |
4 |
| Savoie Capital LLC |
4 |
| NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares |
4 |
| CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class |
4 |
| LNGG - Listed Funds Trust - Roundhill Alerian LNG ETF |
4 |
| CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares |
4 |
| QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF |
4 |
| FTWO - EA Series Trust - Strive FAANG 2.0 ETF |
4 |
| FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF |
4 |
| Harbour Trust & Investment Management Co |
4 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
4 |
| GMOIX - GMO TRUST - GMO International Equity Fund Class III |
4 |
| Private Client Services, Llc |
4 |
| Dupree Financial Group, LLC |
4 |
| Sentry LLC |
4 |
| Tactive Advisors, LLC |
4 |
| Barlow Wealth Partners, Inc. |
4 |
| Access Investment Management LLC |
4 |
| Summa Corp. |
4 |
| Partnership Wealth Management, LLC |
4 |
| New Century Financial Group, LLC |
4 |
| Boomfish Wealth Group, LLC |
4 |
| Maxwell Wealth Strategies Inc. |
4 |
| Candelo Capital Management LP |
4 |
| Battery Global Advisors, LLC |
4 |
| Keyes, Stange & Wooten Wealth Management, LLC |
4 |
| Able Wealth Management LLC |
4 |
| BINV - 2023 ETF Series Trust - Brandes International ETF |
4 |
| PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
4 |
| EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF |
4 |
| PGIM Credit Income Fund |
4 |
| MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares |
4 |
| Lansdowne Partners Austria Gmbh |
4 |
| VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF |
4 |
| Cove Private Wealth, LLC |
4 |
| SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF |
4 |
| JDVI - John Hancock Exchange-Traded Fund Trust - John Hancock Disciplined Value International Select ETF |
4 |
| Hancock Prospecting Pty Ltd |
4 |
| ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF |
4 |
| EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
4 |
| FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF |
4 |
| Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares |
4 |
| SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF |
4 |
| Summerhill Capital Management lnc. |
4 |
| Fpc Investment Advisory, Inc. |
4 |
| Passumpsic Savings Bank |
4 |
| LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R |
4 |
| Income Insurance Ltd |
4 |
| SRN Advisors, LLC |
4 |
| NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF |
4 |
| TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
4 |
| Rockingstone Advisors LLC |
4 |
| Bdf-gestion |
4 |
| Chris Bulman Inc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II |
4 |
| BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
4 |
| Heritage Oak Wealth Advisors Llc |
4 |
| GFEMX - Investment Managers Series Trust - Gramercy Emerging Markets Debt Fund Institutional Class Shares |
4 |
| LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF |
4 |
| Axecap Investments, LLC |
4 |
| Old North State Wealth Management, LLC |
4 |
| CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class |
4 |
| Quartz Partners, LLC |
4 |
| Mindset Wealth Management, Llc |
4 |
| Promethium Advisors,llc |
4 |
| Brophy Wealth Management, LLC |
4 |
| NIXT - EA Series Trust - Research Affiliates Deletions ETF |
4 |
| BIECX - Datum One Series Trust - BRANDES INTERNATIONAL EQUITY FUND Class C |
4 |
| BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A |
4 |
| POPFX - Managed Portfolio Series - Prospector Opportunity Fund |
4 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB |
4 |
| Legacy Wealth Management, LLC / MS |
4 |
| SMART Wealth LLC |
4 |
| Arcadia Investment Advisors Llc |
4 |
| TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I |
4 |
| Genesis Private Wealth, Llc |
4 |
| GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF |
4 |
| Eminence Capital, Lp |
4 |
| EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF |
4 |
| Financial Life Planners |
4 |
| Longboard Asset Management, LP |
4 |
| Tandem Financial, LLC |
4 |
| Comprehensive Financial Planning, Inc./PA |
4 |
| Wingate Wealth Advisors, Inc. |
4 |
| Compass Capital Corp /ma/ /adv |
4 |
| Drum Hill Capital, LLC |
4 |
| DMKC Advisory Services, LLC |
4 |
| DJE Kapital AG |
4 |
| Permanent Capital Management, LP |
4 |
| Hopwood Financial Services, Inc. |
4 |
| Ramiah Investment Group |
4 |
| Mercuria Capital Strategies, LLC |
4 |
| RD Lewis Holdings, Inc. |
4 |
| ZEGA Investments, LLC |
4 |
| Runnymede Capital Advisors, Inc. |
4 |
| Sharpepoint Llc |
4 |
| TT Capital Management LLC |
4 |
| Tiger Global Management Llc |
4 |
| Kintayl Capital LP |
4 |
| Aspire Growth Partners LLC |
4 |
| Sovereign's Capital Management, LLC |
4 |
| Orvieto Partners, L.P. |
4 |
| Dauntless Investment Group, LLC |
4 |
| Mangrove Partners Master Fund, Ltd. |
4 |
| Avos Capital Management, LLC |
4 |
| Banque de Luxembourg S.A. |
4 |
| Cura Wealth Advisors, Llc |
4 |
| Minot DeBlois Advisors LLC |
4 |
| 4D Advisors, LLC |
4 |
| Cache Advisors, LLC |
4 |
| Luminist Capital LLC |
4 |
| Navigoe, LLC |
4 |
| Investment Management Corp /va/ /adv |
4 |
| PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P |
4 |
| PACIFIC SELECT FUND - Bond Plus Portfolio Class P |
4 |
| PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I |
4 |
| AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 |
4 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) |
4 |
| GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF |
4 |
| New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES |
4 |
| SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF |
4 |
| New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES |
4 |
| GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class |
4 |
| New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class |
4 |
| Fairtree Asset Management (Pty) Ltd |
4 |
| PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
4 |
| PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3 |
4 |
| CBSE - Elevation Series Trust - Clough Select Equity ETF |
4 |
| LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF |
4 |
| Stance Capital Llc |
4 |
| AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
4 |
| Horizon Funds - HORIZON EXPEDITION PLUS ETF |
4 |
| Pandora Wealth, Inc. |
4 |
| S-Bank Fund Management Ltd |
4 |
| Alamea Verwaltungs GmbH |
4 |
| XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF |
4 |
| JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF |
4 |
| Lord Abbett Flexible Income Fund |
4 |
| RK Capital Management, LLC/FL |
4 |
| BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF |
4 |
| IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF |
4 |
| YOKE - EA Series Trust - Yoke Core ETF |
4 |
| West Face Capital Inc. |
4 |
| HORAN Wealth, LLC |
4 |
| REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF |
4 |
| Munro Partners |
4 |
| PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF |
4 |
| JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV |
4 |
| Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF |
4 |
| EPMB - Harbor ETF Trust - Harbor Mid Cap Core ETF |
4 |
| Abbington Investment Group |
4 |
| Blalock Williams, Llc |
4 |
| Munich Reinsurance Co Stock Corp in Munich |
4 |
| Danica Pension, Livsforsikringsaktieselskab |
4 |
| Steadtrust LLC |
4 |
| Clear Trail Advisors, LLC |
4 |
| Invariant Investment Management |
4 |
| Diversified Management Inc |
4 |
| Forteris Wealth Management Inc. |
4 |
| J.M. Arbour, LLC |
4 |
| Ktf Investments, Llc |
4 |
| PFA Pension, Forsikringsaktieselskab |
4 |
| Simcoe Capital LLC |
4 |
| Entrust Financial Llc |
4 |
| Praxis Capital Management LLC |
4 |
| Milford Funds Ltd |
4 |
| Peak Planning Group, LLC |
4 |
| Altrafin AG |
4 |
| First Nebraska Trust Co |
4 |
| Opal Capital Llc |
4 |
| LuminArx Capital Management LP |
4 |
| Legend Capital Advisors LLC |
4 |
| TPG Group Holdings (SBS) Advisors, Inc. |
4 |
| BCV Asset Management Inc. |
4 |
| Defiance ETFs, LLC |
4 |
| PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. |
4 |
| Templeton Dragon Fund Inc |
4 |
| FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class |
4 |
| CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A |
4 |
| TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A |
4 |
| MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund |
4 |
| PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. |
4 |
| Prudentials Gibraltar Fund - Prudentials Gibraltar Fund |
4 |
| WILSHIRE VARIABLE INSURANCE TRUST - Wilshire Global Allocation Fund |
4 |
| VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. |
4 |
| Eaton Vance Enhanced Equity Income Fund Ii |
4 |
| RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund |
3 |
| TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y |
3 |
| Pope Asset Management, Llc |
3 |
| WNY Asset Management, LLC |
3 |
| JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 |
3 |
| Seldon Capital Lp |
3 |
| IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF |
3 |
| TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) |
3 |
| Arvin Capital Management LP |
3 |
| Kaufman Rossin Wealth, LLC |
3 |
| BSCVX - Investment Managers Series Trust - Bernzott U.S. Small Cap Value Fund |
3 |
| WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class |
3 |
| 1623 Capital LLC |
3 |
| Aryeh Capital Management Ltd. |
3 |
| Northern Right Capital Management, L.P. |
3 |
| HAEMX - HARBOR FUNDS - Harbor Emerging Markets Equity Fund Institutional Class |
3 |
| BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio |
3 |
| Home Federal Bank Of Tennessee |
3 |
| VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
3 |
| LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
3 |
| ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares |
3 |
| Ariose Capital Management Ltd |
3 |
| PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. |
3 |
| DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I |
3 |
| MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF |
3 |
| Investment Research Partners LLC |
3 |
| WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES |
3 |
| Freeport-mcmoran Inc |
3 |
| DELPX - DELAWARE POOLED TRUST - Macquarie Labor Select International Equity Portfolio DPT CLASS |
3 |
| Ellenbecker Investment Group |
3 |
| Charles Schwab Trust Co |
3 |
| ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A |
3 |
| Signet Private Wealth LLC |
3 |
| Eagle Strategies LLC |
3 |
| Mason Investment Advisory Services, Inc. |
3 |
| SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund |
3 |
| Kepler Cheuvreux (Suisse) SA |
3 |
| Albar Capital Ltd |
3 |
| Krs Capital Management, Llc |
3 |
| Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio |
3 |
| IAM Advisory, LLC |
3 |
| DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS |
3 |
| ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A |
3 |
| Running Oak Capital LLC |
3 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Mondrian International Value Fund Standard Class |
3 |
| Telligent Fund, LP |
3 |
| IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
3 |
| LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF |
3 |
| KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
3 |
| FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
3 |
| STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I |
3 |
| SFG Wealth Management, LLC. |
3 |
| Mayfair Advisory Group, LLC |
3 |
| Stirlingshire Investments, Inc. |
3 |
| John Hancock Tax-advantaged Dividend Income Fund |
3 |
| Nadler Financial Group, Inc. |
3 |
| SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund |
3 |
| SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class |
3 |
| NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A |
3 |
| MFLDX - TRUST FOR PROFESSIONAL MANAGERS - Marketfield Fund - Class I |
3 |
| Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) |
3 |
| Invenire Partners, LP |
3 |
| SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF |
3 |
| Soapstone Management L.p. |
3 |
| Socorro Asset Management LP |
3 |
| DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class |
3 |
| KADENSA CAPITAL Ltd |
3 |
| Arcataur Capital Management LLC |
3 |
| Humankind Benefit Corp - Humankind US Stock ETF |
3 |
| PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 |
3 |
| IYVAX - IVY FUNDS - Ivy Value Fund Class A |
3 |
| FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF |
3 |
| ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N |
3 |
| Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A |
3 |
| Vis Vires Group, Inc. |
3 |
| BXM Wealth LLC |
3 |
| TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class |
3 |
| Arxis Securities Llc |
3 |
| PANTHERA INVESTMENT GmbH |
3 |
| ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF |
3 |
| TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A |
3 |
| SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares |
3 |
| Legacy Wealth Advisors, LLC |
3 |
| Fs Global Credit Opportunities Fund - T |
3 |
| ANSIX - ANCORA TRUST - Ancora Special Opportunity Fund Class I |
3 |
| AYAL Capital Advisors Ltd |
3 |
| MOKAN Wealth Management Inc. |
3 |
| Canopy Partners, LLC |
3 |
| Wellington Wealth Strategies, LLC. |
3 |
| MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
3 |
| FLBR - Franklin Templeton ETF Trust - Franklin FTSE Brazil ETF |
3 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
3 |
| Tandem Capital Management Corp /adv |
3 |
| Veritas Investment Partners (UK) Ltd. |
3 |
| Intrepid Family Office Llc |
3 |
| QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares |
3 |
| swisspartners Advisors Ltd |
3 |
| Johnson Bixby & Associates, LLC |
3 |
| Tanager Wealth Management LLP |
3 |
| Centricity Wealth Management, LLC |
3 |
| St. Louis Financial Planners Asset Management, LLC |
3 |
| TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A |
3 |
| Bridgewater Wealth & Financial Management, LLC |
3 |
| WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
3 |
| Compass Group Llc |
3 |
| Sycomore Asset Management |
3 |
| Marshall Investment Management, Llc |
3 |
| Redwood Grove Capital, LLC |
3 |
| DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A |
3 |
| Panview Capital Ltd |
3 |
| Fund Evaluation Group, LLC |
3 |
| SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service |
3 |
| Perceptive Advisors Llc |
3 |
| Mane Global Capital Management Lp |
3 |
| Interactive Financial Advisors |
3 |
| Greenhaven Associates Inc |
3 |
| Fenimore Asset Management Trust |
3 |
| Investment Partners Asset Management, Inc. |
3 |
| GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A |
3 |
| Rwc Asset Advisors (us) Llc |
3 |
| DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF |
3 |
| LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class |
3 |
| Sage Investment Counsel LLC |
3 |
| Wallace Advisory Group, LLC |
3 |
| CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
3 |
| Evansbrook LLC |
3 |
| Aberdeen Chile Fund, Inc. |
3 |
| DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A |
3 |
| QSV Equity Investors LLC |
3 |
| PFW Advisors LLC |
3 |
| WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares |
3 |
| Integrity Wealth Advisors, Inc. |
3 |
| FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF |
3 |
| Lantern Wealth Advisors, LLC |
3 |
| All Terrain Financial Advisors, LLC |
3 |
| Promus Capital, LLC |
3 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2020 |
3 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
| EPIBX - Investment Managers Series Trust - EuroPac International Bond Fund Class A |
3 |
| LETRX - Voya MUTUAL FUNDS - Voya Russia Fund Class A |
3 |
| AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A |
3 |
| EnCap Energy Capital Fund X, L.P. |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
3 |
| Coordinated Financial Services, Inc. |
3 |
| CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares |
3 |
| SLT Holdings LLC |
3 |
| Meriwether Wealth & Planning, LLC |
3 |
| Heritage Wealth Management, Inc./Texas |
3 |
| Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II |
3 |
| Vista Investment Partners Ii, Llc |
3 |
| Independence Advisors, LLC |
3 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2027 |
3 |
| Miller Financial Services LLC |
3 |
| Northwestern Mutual Life Insurance Co |
3 |
| TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class |
3 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2026 |
3 |
| Ithaka Group Llc |
3 |
| Narus Financial Partners, LLC |
3 |
| AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A |
3 |
| Boyer & Corporon Wealth Management, LLC |
3 |
| TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R |
3 |
| Thames Capital Management Llc |
3 |
| CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares |
3 |
| BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares |
3 |
| Mhr Fund Management Llc |
3 |
| Charles Schwab Investment Advisory, Inc. |
3 |
| Greenvale Capital LLP |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class |
3 |
| Poinciana Advisors Group, Llc |
3 |
| Crestone Asset Management LLC |
3 |
| Infini Master Fund |
3 |
| AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A |
3 |
| Lazard Freres Gestion S.A.S. |
3 |
| Pacific Investment Management Co Llc |
3 |
| Camden National Bank |
3 |
| Secured Retirement Advisors, Llc |
3 |
| Bernicke Wealth Management, Ltd. |
3 |
| TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF |
3 |
| Lehman & Derafelo Financial Resources LLC |
3 |
| Kennondale Capital Management LLC |
3 |
| Point Break Capital Management, LLC |
3 |
| Disciplined Equity Management, Inc. |
3 |
| Tillar-Wenstrup Advisors, LLC |
3 |
| Chescapmanager LLC |
3 |
| ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund |
3 |
| AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class |
3 |
| FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A |
3 |
| SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A |
3 |
| AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I |
3 |
| Skye Global Management LP |
3 |
| Bluescape Energy Partners LLC |
3 |
| Taylor Financial Group, Inc. |
3 |
| TORYX - RBB Fund Trust - Torray Fund |
3 |
| Hancock Whitney Investment Services Inc. |
3 |
| Wisconsin Capital Management Llc |
3 |
| HF Advisory Group, LLC |
3 |
| Numen Capital LLP |
3 |
| Sandridge Energy Inc |
3 |
| FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund |
3 |
| Graney & King, LLC |
3 |
| IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund |
3 |
| ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class |
3 |
| Situational Awareness LP |
3 |
| Fundamenta Capital S.A. |
3 |
| Vitol Holding SARL |
3 |
| Vantage Financial Partners Ltd., Inc. |
3 |
| Rockshelter Capital Management Llc |
3 |
| WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund |
3 |
| MYIFX - MONETTA TRUST - Monetta Core Growth Fund |
3 |
| VOLMX - VOLUMETRIC FUND INC - Volumetric Fund |
3 |
| GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class |
3 |
| RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A |
3 |
| RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A |
3 |
| Divisadero Street Capital Management, LP |
3 |
| HFSSX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Contrarian Value Fund Class SDR |
3 |
| Yarra Square Partners LP |
3 |
| SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A |
3 |
| Prudent Man Investment Management, Inc. |
3 |
| Strategic Investment Opportunities LLC |
3 |
| Profunds - Profund Vp Ultranasdaq-100 |
3 |
| TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A |
3 |
| Cascade Investment Group, Inc. |
3 |
| BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF |
3 |
| Conquis Financial Llc |
3 |
| Macquarie/first Trust Global Infrastr/util Div & Inc Fund |
3 |
| Benedetti & Gucer, Inc. |
3 |
| EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A |
3 |
| Moerus Capital Management LLC |
3 |
| Robertson Opportunity Capital, LLC |
3 |
| CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class |
3 |
| FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF |
3 |
| WAGNX - PROFESSIONALLY MANAGED PORTFOLIOS - Pabrai Wagons Fund Retail Class |
3 |
| Profunds - Profund Vp Europe 30 |
3 |
| MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II |
3 |
| FTHF - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Emerging Markets Human Flourishing ETF |
3 |
| Certior Financial Group, Llc |
3 |
| GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class |
3 |
| CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class |
3 |
| Soundwatch Capital LLC |
3 |
| BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class |
3 |
| TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
3 |
| RAALX - Two Roads Shared Trust - Conductor Global Equity Value Fund Class A |
3 |
| RIALX - Two Roads Shared Trust - Conductor International Equity Value Fund Class A |
3 |
| Magnolia Capital Management Ltd |
3 |
| KDK Private Wealth Management, LLC |
3 |
| Howard Capital Management Group, LLC |
3 |
| Ycg, Llc |
3 |
| JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares |
3 |
| Bft Financial Group, Llc |
3 |
| Petros Family Wealth, LLC |
3 |
| Investment Counsel Co Of Nevada |
3 |
| OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio |
3 |
| QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF |
3 |
| Private Capital Management |
3 |
| DeDora Capital, Inc. |
3 |
| EVBAX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Multisector Income Fund Class A |
3 |
| ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I |
3 |
| Profunds - Profund Vp Nasdaq-100 |
3 |
| Manager Directed Portfolios - Pemberwick Fund Shares |
3 |
| Agp Franklin, Llc |
3 |
| Seaside 88, Lp |
3 |
| Carl Stuart Investment Advisor, Inc |
3 |
| American Institute for Advanced Investment Management, LLP |
3 |
| Bigelow Investment Advisors, LLC |
3 |
| Hutchinson Capital Management/ca |
3 |
| Spinnaker Investment Group, LLC |
3 |
| Indus Capital Partners, Llc |
3 |
| Franklin Templeton ETF Trust - Franklin Income Focus ETF |
3 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv |
3 |
| TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund |
3 |
| TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z |
3 |
| Advanced Series Trust - Ast Wedge Capital Mid-cap Value Portfolio |
3 |
| Act Two Investors Llc |
3 |
| AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class |
3 |
| TRANSAMERICA FUNDS - Transamerica Total Return I2 |
3 |
| JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
3 |
| Kdi Capital Partners Llc |
3 |
| Texas Children's |
3 |
| swisspartners Ltd. |
3 |
| LCM Capital Management Inc |
3 |
| PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
3 |
| ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio |
3 |
| ARS Wealth Advisors Group, LLC |
3 |
| Bip Gp Llc |
3 |
| WESCAP Management Group, Inc. |
3 |
| WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund |
3 |
| UNC Management Company, Inc. |
3 |
| Kinneret Advisory, LLC |
3 |
| Philadelphia Financial Management of San Francisco, LLC |
3 |
| Jacobson & Schmitt Advisors, Llc |
3 |
| IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A |
3 |
| ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
3 |
| EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A |
3 |
| Raven Rock Credit Master Fund L.P. |
3 |
| Strive Asset Management, LLC |
3 |
| ICW Investment Advisors LLC |
3 |
| GHTAX - NORTHERN LIGHTS FUND TRUST III - Leland Real Asset Opportunities Fund Class A Shares |
3 |
| Sun Financial Inc |
3 |
| Smh Capital Advisors Inc |
3 |
| MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A |
3 |
| FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund |
3 |
| GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A |
3 |
| Oppenheimer Main Street All Cap Fund |
3 |
| Accident Compensation Corp |
3 |
| Credit Industriel Et Commercial |
3 |
| PRIJX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Discovery Stock Fund |
3 |
| Bastion Asset Management Inc. |
3 |
| Cushing Mlp Infrastructure Fund I |
3 |
| Gabelli Global Small & Mid Cap Value Trust |
3 |
| Collar Capital Management, LLC |
3 |
| Mid-American Wealth Advisory Group, Inc. |
3 |
| Collective Family Office Llc |
3 |
| Orchard Capital Managment, LLC |
3 |
| Boundary Creek Advisors LP |
3 |
| Investor's Fiduciary Advisor Network, LLC |
3 |
| RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
3 |
| CJM Wealth Advisers, Ltd. |
3 |
| LeClair Wealth Partners LLC |
3 |
| Abrams Bison Investments, Llc |
3 |
| Calvert Impact Fund Inc |
3 |
| Nano Cap New Millennium Growth Fund L P |
3 |
| RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 |
3 |
| Kopion Asset Management, LLC |
3 |
| Brenner West Capital Advisors, LLC |
3 |
| Boston Provident, L.p. |
3 |
| Goodlander Investment Management, LLC |
3 |
| Leigh Baldwin & Co., Llc |
3 |
| Sims Total Return Fund, Inc. |
3 |
| LFVFX - Leader Funds Trust - Leader High Quality Low Duration Bond Fund Investor Class |
3 |
| Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) |
3 |
| Palmer Knight Co |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional |
3 |
| Stewart & Patten Co Llc |
3 |
| Putnam Funds Trust - Putnam Equity Spectrum Fund Class R |
3 |
| FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund |
3 |
| Partners Value Investments LP |
3 |
| Cohen & Steers Total Return Realty Fund Inc |
3 |
| Franchise Capital Ltd |
3 |
| Accredited Wealth Management, LLC |
3 |
| Vennlight Capital Management, LP |
3 |
| Francis Financial, Inc. |
3 |
| Wolff Financial Management Llc |
3 |
| Susa Registered Fund, L.l.c. |
3 |
| Dulcet Capital Management |
3 |
| TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class |
3 |
| FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund |
3 |
| FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund |
3 |
| AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 |
3 |
| Alliance Wealth Advisors, LLC /UT |
3 |
| IFC Advisors LLC |
3 |
| P.R. Herzig & Co. Inc. |
3 |
| DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A |
3 |
| Edmond De Rothschild (monaco) |
3 |
| 1248 Management, LLC |
3 |
| Herman Michael D |
3 |
| SRGAX - 360 Funds - Stringer Growth Fund Class A Shares |
3 |
| Marathon Asset Mgmt Ltd |
3 |
| Carmel Capital Management L.L.C. |
3 |
| Napatree Capital Llc |
3 |
| Westbourne Investments, Inc. |
3 |
| GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional |
3 |
| Cornerstone Progressive Return Fund |
3 |
| M. Kraus & Co |
3 |
| SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF |
3 |
| Boxwood Ventures, Inc. |
3 |
| 10Elms LLP |
3 |
| MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A |
3 |
| DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y |
3 |
| AAEYX - Adviser Managed Trust - Core Fixed Income Fund |
3 |
| Select Asset Management & Trust |
3 |
| Cortex Capital Management LLC |
3 |
| CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class |
3 |
| Breakthru Advisory Services, Llc |
3 |
| CARY - Angel Oak Funds Trust - Angel Oak Income ETF |
3 |
| Compass Efficient Model Portfolios, LLC |
3 |
| Warburg Pincus & Co. |
3 |
| Elevated Private Wealth, LLC |
3 |
| Pacific Point Advisors, LLC |
3 |
| Hawkeye Capital Management, LLC |
3 |
| Parr Mcknight Wealth Management Group, Llc |
3 |
| Mma Asset Management Llc |
3 |
| ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares |
3 |
| PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund |
3 |
| KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund |
3 |
| OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A |
3 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
3 |
| Western Asset Intermediate Muni Fund Inc. |
3 |
| Peak Retirement Planning, Inc. |
3 |
| Vista Capital Partners, Inc. |
3 |
| Oppenheimer Steelpath Master Mlp Fund, Llc |
3 |
| ADVLX - Investment Managers Series Trust - Vaughan Nelson International Small Cap Fund Institutional Class |
3 |
| ACDAX - AMERICAN BEACON FUNDS - American Beacon Acadian Emerging Markets Managed Volatility Fund A Class |
3 |
| ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares |
3 |
| Transamerica Income Shares, Inc. |
3 |
| Challenger Wealth Management |
3 |
| QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF |
3 |
| Ppm America Inc/il |
3 |
| SBHSX - Investment Managers Series Trust - Segall Bryant & Hamill International Small Cap Fund Class A |
3 |
| FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF |
3 |
| ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares |
3 |
| PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I |
3 |
| MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I |
3 |
| SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF |
3 |
| Apexium Financial, Lp |
3 |
| FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A |
3 |
| PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund |
3 |
| TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A |
3 |
| GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF |
3 |
| ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF |
3 |
| DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A |
3 |
| WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R |
3 |
| NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A |
3 |
| Rotation Capital Management, LP |
3 |
| Hikari Tsushin, Inc. |
3 |
| FTLAX - NUVEEN MULTISTATE TRUST III - Nuveen Louisiana Municipal Bond Fund - Class A |
3 |
| PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P |
3 |
| NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class |
3 |
| CFIMX - Clipper Funds Trust - Clipper Funds Trust |
3 |
| PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I |
3 |
| MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares |
3 |
| PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class |
3 |
| Strategic Planning Group, Llc |
3 |
| JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
3 |
| Yorktown Energy Partners VII, L.P. |
3 |
| Harbor Financial Services, Llc |
3 |
| John Hancock Collateral Trust - John Hancock Collateral Trust |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I |
3 |
| GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF |
3 |
| Steben Alternative Investment Funds |
3 |
| QSM Asset Management Ltd |
3 |
| Fox Hill Wealth Management |
3 |
| Vanguard Advisers Inc |
3 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
3 |
| FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund |
3 |
| Atlas Merchant Capital LLC |
3 |
| REMVX - RBC FUNDS TRUST - RBC Emerging Markets Value Equity Fund Class I |
3 |
| Cheswold Lane Funds |
3 |
| LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A |
3 |
| NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF |
3 |
| UVDV - Spinnaker ETF Series - UVA Dividend Value ETF |
3 |
| DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund |
3 |
| Global Alpha Capital Management Ltd. |
3 |
| JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF |
3 |
| Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund |
3 |
| SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF |
3 |
| Am Investment Strategies Llc |
3 |
| VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF |
3 |
| FKRCX - Franklin Gold & Precious Metals Fund - Franklin Gold & Precious Metals Fund Class A |
3 |
| PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF |
3 |
| SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund |
3 |
| New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES |
3 |
| TAM Capital Management Inc. |
3 |
| BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund |
3 |
| New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES |
3 |
| Palestra Capital Management LLC |
3 |
| IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV |
3 |
| MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A |
3 |
| New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A |
3 |
| J. W. Coons Advisors, LLC |
3 |
| ETFis Series Trust I - Virtus Glovista Emerging Markets ETF |
3 |
| Lorem Ipsum Management, LLC |
3 |
| FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF |
3 |
| BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares |
3 |
| MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z |
3 |
| TFR Capital, LLC. |
3 |
| UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
3 |
| Cable Car Capital LLC |
3 |
| Drw Securities, L.l.c. |
3 |
| Planning Project LLC |
3 |
| Townsend Asset Management Corp /nc/ /adv |
3 |
| Summit Wealth Group, LLC |
3 |
| Sanibel Captiva Investment Advisers, Inc. |
3 |
| HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares |
3 |
| Northstar Financial Companies, Inc. |
3 |
| FDD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust STOXX European Select Dividend Index Fund |
3 |
| NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
3 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
3 |
| Thoma Capital Management LLC |
3 |
| Capital Financial Group Inc\co\ /adv |
3 |
| TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares |
3 |
| Global Strategic Investment Solutions, LLC |
3 |
| Amicus Financial Advisors, LLC |
3 |
| NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I |
3 |
| ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares |
3 |
| SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
3 |
| Elk River Wealth Management, LLC |
3 |
| QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF |
3 |
| Barrington Strategic Wealth Management Group LLC |
3 |
| LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC |
3 |
| OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares |
3 |
| LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund |
3 |
| Bender Robert & Associates |
3 |
| SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF |
3 |
| Nile Capital Investment Trust |
3 |
| ILCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Local Currency Debt Fund Class P |
3 |
| Boyar Asset Management Inc. |
3 |
| Womack Financial LLC |
3 |
| Nuveen Energy Mlp Total Return Fund |
3 |
| FVALX - FORESTER FUNDS INC - Forester Value Fund Class N |
3 |
| Embree Financial Group |
3 |
| BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF |
3 |
| Skyline Asset Management Lp |
3 |
| EDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Emerging Markets Dividend ETF |
3 |
| Crescent Park Management, L.P. |
3 |
| HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares |
3 |
| LKEQX - LKCM Funds - LKCM Equity Fund |
3 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
3 |
| Growth Portfolio |
3 |
| EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
3 |
| TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z |
3 |
| Ksa Capital Management, Llc |
3 |
| Plaisance Capital LLC |
3 |
| RULE - Collaborative Investment Series Trust - Adaptive Core ETF |
3 |
| Profit Investment Management, LLC |
3 |
| OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
3 |
| Alpha Capital Anstalt |
3 |
| Share Andrew L. |
3 |
| Epstein & White Financial LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard |
3 |
| EFFI - Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF |
3 |
| EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB |
3 |
| Incline Global Management LLC |
3 |
| MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund |
3 |
| ADVANCED SERIES TRUST - AST Bond Portfolio 2032 |
3 |
| Olstein Capital Management, L.P. |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class |
3 |
| AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES |
3 |
| Gratus Wealth Advisors, LLC |
3 |
| Councilmark Asset Management, LLC |
3 |
| OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class |
3 |
| Kickstand Ventures, Llc. |
3 |
| First Eagle Credit Opportunities Fund |
3 |
| NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund |
3 |
| GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class |
3 |
| PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A |
3 |
| Ballast Asset Management, LP |
3 |
| Beacon Bridge Wealth Partners, LLC |
3 |
| Cooper Investors Pty Ltd |
3 |
| DUTCH ASSET Corp |
3 |
| USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A |
3 |
| Arthur M. Cohen & Associates, Llc |
3 |
| Disciplina Capital Management LLC |
3 |
| Peg Capital Management Inc /nh/ |
3 |
| Huntleigh Advisors, Inc. |
3 |
| OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class |
3 |
| Glassy Mountain Advisors, Inc. |
3 |
| RENN Fund, Inc. |
3 |
| GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
3 |
| Aspetuck Financial Management LLC |
3 |
| Trajan Wealth LLC |
3 |
| Cascade Financial Partners, LLC |
3 |
| PEASX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-2 |
3 |
| Doubleline Equity Funds |
3 |
| AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF |
3 |
| Strid Group, LLC |
3 |
| MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares |
3 |
| APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF |
3 |
| Stone Harbor Emerging Markets Total Income Fund |
3 |
| Nicholson Meyer Capital Management, Inc. |
3 |
| Lgl Partners, Llc |
3 |
| GDVD - Principal Exchange-Traded Funds - Principal Active Global Dividend Income ETF |
3 |
| Evergreen Quality Fund GP, Ltd. |
3 |
| TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A |
3 |
| Lubar & Co., Inc |
3 |
| Team Financial Group, LLC |
3 |
| Schnieders Capital Management, Llc. |
3 |
| FEGE - RBB Fund Trust - First Eagle Global Equity ETF |
3 |
| FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
3 |
| Greenbrier Partners Capital Management, LLC |
3 |
| ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class |
3 |
| Revisor Wealth Management LLC |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB |
3 |
| TAX - EA Series Trust - Cambria Tax Aware ETF |
3 |
| BNDS - Series Portfolios Trust - Infrastructure Capital Bond Income ETF |
3 |
| Keystone Financial Planning, Inc. |
3 |
| Traphagen Investment Advisors Llc |
3 |
| IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares |
3 |
| RobecoSam USA, Inc. |
3 |
| PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y |
3 |
| GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y |
3 |
| QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF |
3 |
| EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB |
3 |
| COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
3 |
| QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF |
3 |
| Anb Bank |
3 |
| KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
3 |
| QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF |
3 |
| FS Series Trust - FS Energy Total Return Fund Class A |
3 |
| cobas asset management, sgiic, s.a. |
3 |
| Wallace Hart LLC |
3 |
| EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB |
3 |
| Leith Wheeler Investment Counsel Ltd. |
3 |
| Franklin Templeton ETF Trust - BrandywineGLOBAL-U.S. Fixed Income ETF |
3 |
| Conservest Capital Advisors, Inc. |
3 |
| COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares |
3 |
| JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class |
3 |
| FMIAX - Franklin Mutual Series Funds - Franklin Mutual International Fund Class A |
3 |
| Elliott Associates, L.P. |
3 |
| EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA |
3 |
| Blackrock Muniholdings Fund, Inc. |
3 |
| Thrive Capital Management, LLC |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 |
3 |
| Weaver Capital Management LLC |
3 |
| PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A |
3 |
| ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A |
3 |
| 440 Investment Group, Llc |
3 |
| ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A |
3 |
| Allen Mooney & Barnes Investment Advisors LLC |
3 |
| PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A |
3 |
| BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares |
3 |
| PVG Asset Management |
3 |
| AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF |
3 |
| National Mutual Insurance Federation of Agricultural Cooperatives |
3 |
| Ponta Wealth Partners, LLC |
3 |
| BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
3 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Local Multi-Sector Account Portfolio |
3 |
| CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund |
3 |
| Hotaling Investment Management, LLC |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
3 |
| Longaeva Partners L.P. |
3 |
| KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares |
3 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
3 |
| Ami Investment Management Inc |
3 |
| STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A |
3 |
| FISZX - FIDELITY INVESTMENT TRUST - Fidelity SAI International SMA Completion Fund |
3 |
| Henssler Funds Inc |
3 |
| RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares |
3 |
| EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF |
3 |
| HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
3 |
| SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C |
3 |
| Rex Capital Advisors, LLC |
3 |
| Wynnefield Capital Inc |
3 |
| Mkd Wealth Coaches, Llc |
3 |
| DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF |
3 |
| Prosiris Capital Management LP |
3 |
| RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity |
3 |
| Stapp Wealth Management, Pllc |
3 |
| RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity |
3 |
| Laidlaw Group, LLC |
3 |
| Franklin Templeton Variable Insurance Products Trust - Templeton Developing Markets Vip Fund Class 1 |
3 |
| Empire Financial Management Company, LLC |
3 |
| CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Concentrated Equity Fund Institutional Class |
3 |
| VMALX - Virtus Managed Account Completion Shares (MACS) Trust - Virtus Stone Harbor EMD MACS |
3 |
| Yost Capital Management, L.L.C. |
3 |
| MFOCX - Marsico Investment Fund - Marsico Focus Fund |
3 |
| WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares |
3 |
| AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund |
3 |
| MGRIX - Marsico Investment Fund - Marsico Growth Fund |
3 |
| Berwyn Funds |
3 |
| WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares |
3 |
| HNASX - HOMESTEAD FUNDS INC - Growth Fund |
3 |
| Westport Funds |
3 |
| Long Road Investment Counsel, LLC |
3 |
| SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A |
3 |
| QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF |
3 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
3 |
| GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund |
3 |
| LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
3 |
| PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
3 |
| SIEAX - SUNAMERICA EQUITY FUNDS - AIG International Dividend Strategy Fund Class A |
3 |
| Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF |
3 |
| THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF |
3 |
| PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative |
3 |
| VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative |
3 |
| PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A |
3 |
| Keynote Financial Services Llc |
3 |
| GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C |
3 |
| NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A |
3 |
| CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class |
3 |
| Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I |
3 |
| Stockbridge Partners LLC |
3 |
| PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional |
3 |
| Advance Capital Management, Inc. |
3 |
| Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I |
3 |
| Hayek Kallen Investment Management |
3 |
| DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF |
3 |
| Calvert Sage Fund |
3 |
| Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF |
3 |
| KEAT - EA Series Trust - Keating Active ETF |
3 |
| AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A |
3 |
| eCIO, Inc. |
3 |
| Ibc Funds Llc |
3 |
| CVAR - ETF Opportunities Trust - Cultivar ETF |
3 |
| abrdn Funds - abrdn Focused U.S. Small Cap Active ETF |
3 |
| ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class |
3 |
| Susquehanna Securities, Llc |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II |
3 |
| Rainier Family Wealth Inc |
3 |
| Mezzasalma Advisors, LLC |
3 |
| Wallace Capital Management Inc. |
3 |
| VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C |
3 |
| White Knight Strategic Wealth Advisors, LLC |
3 |
| AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF |
3 |
| Ag2r La Mondiale Gestion D'actifs |
3 |
| Yetiv Jack |
3 |
| HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF |
3 |
| DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
3 |
| NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc |
3 |
| DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A |
3 |
| TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 |
3 |
| FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
3 |
| Varde Partners Inc |
3 |
| BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares |
3 |
| LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares |
3 |
| PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A |
3 |
| TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund |
3 |
| Elefante Mark B |
3 |
| Crawford Fund Management, LLC |
3 |
| FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class |
3 |
| Mission Creek Capital Partners, Inc. |
3 |
| BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A |
3 |
| SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF |
3 |
| Kolinsky Wealth Management, LLC |
3 |
| FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund |
3 |
| Bank & Trust Co |
3 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
3 |
| MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A |
3 |
| FIISX - First Investors Equity Funds - First Investors Global Fund Class A |
3 |
| JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF |
3 |
| IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
3 |
| Agate Pass Investment Management, LLC |
3 |
| Vivid Financial Management, Inc. |
3 |
| Tangiers Investment Group, Llc |
3 |
| TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund |
3 |
| Avenue Capital Management II, L.P. |
3 |
| Capstone Wealth Management Group, Llc |
3 |
| Prairiewood Capital, LLC |
3 |
| Long Run Wealth Advisors, LLC |
3 |
| NovaPoint Capital, LLC |
3 |
| FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund |
3 |
| J. Team Financial, Inc. |
3 |
| Junto Capital Management LP |
3 |
| USAI - Pacer Funds Trust - Pacer American Energy Independence ETF |
3 |
| Virginia National Bank |
3 |
| Linker Capital Management Inc. |
3 |
| Karlin Asset Management, Inc. |
3 |
| Stralem Fund |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 |
3 |
| Six Circles Trust - Six Circles Tax Aware Bond Fund |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I |
3 |
| Manulife Financial Corp |
3 |
| FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund |
3 |
| Union Capital, Llc |
3 |
| BCS Wealth Management |
3 |
| WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares |
3 |
| EEMGX - MFS SERIES TRUST VII - MFS Emerging Markets Equity Research Fund R4 |
3 |
| CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
3 |
| BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares |
3 |
| Indie Asset Partners, LLC |
3 |
| BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares |
3 |
| BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class |
3 |
| McGuire Investment Group, LLC |
3 |
| VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A |
3 |
| Kos Kristian B |
3 |
| MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF |
3 |
| KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares |
3 |
| EnerVest, Ltd. |
3 |
| AXEAX - Columbia Funds Series Trust II - Columbia Contrarian Europe Fund Class A |
3 |
| PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A |
3 |
| FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A |
3 |
| LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class |
3 |
| Motley Fool Funds Trust |
3 |
| THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A |
3 |
| Bennett Selby Investments Lp |
3 |
| ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R |
3 |
| EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
3 |
| BAM Wealth Management, LLC |
3 |
| PISEX - Columbia Funds Series Trust II - Columbia Pyrford International Stock Fund Class C |
3 |
| Schroder Capital Funds (delaware) |
3 |
| WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund |
3 |
| WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class |
3 |
| NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
3 |
| Argyle Capital Partners, LLC |
3 |
| GLLIX - Managed Portfolio Series - Great Lakes Large Cap Value Fund Institutional Class Shares |
3 |
| PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional |
3 |
| Glenview Capital Management, Llc |
3 |
| Element Wealth, LLC |
3 |
| FFEYX - AB CAP FUND, INC. - AB FlexFee Emerging Markets Growth Portfolio Advisor Class |
3 |
| PIMCO Flexible Municipal Income Fund |
3 |
| Tripletail Wealth Management, LLC |
3 |
| BCS Private Wealth Management, Inc. |
3 |
| Biglari Capital Corp. |
3 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
3 |
| Cassia Capital Partners, LLC |
3 |
| FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF |
3 |
| Worth Financial Advisory Group, LLC |
3 |
| Kerusso Capital Management LLC |
3 |
| MORE - ASYMmetric ETFs Trust - ASYMmetric Smart Income ETF |
3 |
| Midway Capital Research & Management |
3 |
| JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I |
3 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
| KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF |
3 |
| Resolute Wealth Strategies, LLC |
3 |
| Solidarilty Wealth, LLC |
3 |
| ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF |
3 |
| IOO - iSHARES TRUST - iShares Global 100 ETF |
3 |
| TIME - Capitol Series Trust - Clockwise Capital Innovation ETF |
3 |
| HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A |
3 |
| TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A |
3 |
| Aberdeen Australia Equity Fund Inc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II |
3 |
| TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A |
3 |
| TritonPoint Partners, LLC |
3 |
| USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares |
3 |
| RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A |
3 |
| FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares |
3 |
| McCarthy Grittinger Financial Group, LLC |
3 |
| PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional |
3 |
| Thematics Asset Management |
3 |
| DCF Advisers, LLC |
3 |
| KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio |
3 |
| GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C |
3 |
| UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF |
3 |
| iAB Financial Bank |
3 |
| Morgan Stanley Institutional Investment Advisors LLC |
3 |
| Nolet Wealth Management, LLC |
3 |
| RCEMX - Rimrock Funds Trust - Rimrock Emerging Markets Corporate Credit Fund |
3 |
| BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund |
3 |
| American Funds Global High-income Opportunities Fund |
3 |
| KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio |
3 |
| Landmark Wealth Management, LLC |
3 |
| FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
3 |
| IXN - iSHARES TRUST - iShares Global Tech ETF |
3 |
| Trilantic Capital Management L.P. |
3 |
| JSF Financial, LLC |
3 |
| Vahanian & Associates Financial Planning Inc. |
3 |
| Cruiser Capital Advisors, Llc |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I |
3 |
| Foresight Capital Management Advisors, Inc. |
3 |
| SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A |
3 |
| Core Wealth Partners LLC |
3 |
| BIGFX - BARON SELECT FUNDS - Baron International Growth Fund |
3 |
| QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares |
3 |
| Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund |
3 |
| PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S |
3 |
| Springowl Associates Llc |
3 |
| Cascadia Advisory Services, LLC |
3 |
| PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional |
3 |
| Fairbanks Capital Management, Inc. |
3 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II |
3 |
| RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class |
3 |
| HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares |
3 |
| Osbon Capital Management Llc |
3 |
| Dividend Builder Portfolio |
3 |
| Lockerman Financial Group, Inc. |
3 |
| PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P |
3 |
| ULTRA SERIES FUND - Large Cap Value Fund Class I |
3 |
| ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I |
3 |
| FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
3 |
| PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
3 |
| One Charles Private Wealth Services, LLC |
3 |
| SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I |
3 |
| QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund |
3 |
| TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund |
3 |
| SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A |
3 |
| SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A |
3 |
| EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF |
3 |
| ULTRA SERIES FUND - International Stock Fund Class I |
3 |
| Cultivar Capital, Inc. |
3 |
| VCNIX - VALIC Co I - Nasdaq-100 Index Fund |
3 |
| VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
3 |
| DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF |
3 |
| AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A |
3 |
| VCSOX - VALIC Co I - International Socially Responsible Fund |
3 |
| PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares |
3 |
| Waterway Wealth Management, LLC |
3 |
| BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund |
3 |
| Aspen Wealth Strategies, LLC |
3 |
| Capital Investment Management, Inc. |
3 |
| Roth Financial Partners LLC |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Emerging Markets Equity Portfolio |
3 |
| Fs Global Credit Opportunities Fund - Adv |
3 |
| Evanston Investments, Inc., dba Evanston Advisors |
3 |
| ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A |
3 |
| GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF |
3 |
| LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
3 |
| QLD - PROSHARES TRUST - ProShares Ultra QQQ |
3 |
| Mechanics Financial Corp |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
3 |
| Hahn Capital Management Llc |
3 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
3 |
| TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ |
3 |
| Custom Portfolio Group LLC |
3 |
| BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund |
3 |
| EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
3 |
| Lee Johnson Capital Management, Llc |
3 |
| DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A |
3 |
| Suncoast Equity Management |
3 |
| Mosaic Family Wealth Partners, Llc |
3 |
| Lbmc Investment Advisors, Llc |
3 |
| SRTGX - SMA RELATIONSHIP TRUST - Series G |
3 |
| Lewis Asset Management, LLC |
3 |
| Visionary Horizons, LLC |
3 |
| ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares |
3 |
| Madrona Financial Services, LLC |
3 |
| Sara-Bay Financial |
3 |
| Harbert Fund Advisors, Inc. |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio |
3 |
| Concentric Wealth Management, Llc |
3 |
| Arvest Investments, Inc. |
3 |
| FRIEX - Federated Adviser Series - Federated Emerging Markets Equity Fund Class C Shares |
3 |
| Mufg Securities (canada), Ltd. |
3 |
| Blackstart Capital LP |
3 |
| MISHX - AB CORPORATE SHARES - AB Municipal Income Shares |
3 |
| PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares |
3 |
| Heron Bay Capital Management |
3 |
| PACA - DBX ETF TRUST - Xtrackers MSCI Latin America Pacific Alliance ETF |
3 |
| GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares |
3 |
| BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares |
3 |
| IOBCX - ICON FUNDS - ICON Flexible Bond Fund Class C |
3 |
| PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class |
3 |
| DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I |
3 |
| DoubleLine ETF Adviser LP |
3 |
| BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class |
3 |
| Frontier Capital Management Co Llc |
3 |
| Alliance Wealth Advisors, LLC |
3 |
| Charter Research & Investment Group, Inc. |
3 |
| Brinton Eaton, Llc |
3 |
| BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class |
3 |
| Nichols Asset Management LLC |
3 |
| FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A |
3 |
| PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional |
3 |
| HOLA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Hedged Equity Laddered Overlay ETF |
3 |
| Lodbrok Capital LLP |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 |
3 |
| Eagle Capital Management, LLC |
3 |
| TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R |
3 |
| TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF |
3 |
| TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF |
3 |
| PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
3 |
| NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF |
3 |
| FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund |
3 |
| StrongBox Wealth, LLC |
3 |
| Mcdonald Capital Investors Inc/ca |
3 |
| Equity Investment Corp/ga |
3 |
| LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF |
3 |
| CFGRX - COMMERCE FUNDS - The Growth Fund Shares |
3 |
| PCA Investment Advisory Services Inc. |
3 |
| MUNI - PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund |
3 |
| Gs Investments, Inc. |
3 |
| RBC Global Asset Management Inc. |
3 |
| SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund |
3 |
| Dash Acquisitions Inc. |
3 |
| JADE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Developing Markets Equity ETF |
3 |
| ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF |
3 |
| POGSX - Oak Associates Funds - Pin Oak Equity Fund |
3 |
| Stellar Capital Management, LLC |
3 |
| TAXE - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Intermediate Municipal Income ETF |
3 |
| Stone Harbor Investment Partners Lp |
3 |
| State of New Jersey Common Pension Fund E |
3 |
| Baskin Financial Services Inc. |
3 |
| NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A |
3 |
| SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF |
3 |
| Schear Investment Advisers, LLC |
3 |
| Dfa Investment Trust Co - The United Kingdom Small Company Series |
3 |
| RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H |
3 |
| Qp Wealth Management, Llc |
3 |
| Bow Street, Llc |
3 |
| Zevin Asset Management Llc |
3 |
| JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
3 |
| CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A |
3 |
| Wilks Dan H. |
3 |
| CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A |
3 |
| Atlantic Investment Management Inc |
3 |
| Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A |
3 |
| QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF |
3 |
| Alvarez & Marsal Private Wealth Partners, LLC |
3 |
| JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV |
3 |
| QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF |
3 |
| PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 |
3 |
| STXI - EA Series Trust - Strive International Developed Markets ETF |
3 |
| Deschaine & Company, Llc |
3 |
| Robertson Stephens Advisors Llc |
3 |
| CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class |
3 |
| PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
3 |
| BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
3 |
| Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A |
3 |
| ForthRight Wealth Management, LLC |
3 |
| SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF |
3 |
| Argonaut Capital Management Corp |
3 |
| LH Capital Markets, LLC |
3 |
| WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N |
3 |
| Retirement Design & Management Inc /adv |
3 |
| VAPPX - VALIC Co I - Capital Appreciation Fund |
3 |
| Perry Corp |
3 |
| MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A |
3 |
| Valiant Capital Management, L.P. |
3 |
| CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A |
3 |
| MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A |
3 |
| WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class |
3 |
| Jensen Investment Management Inc |
3 |
| CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A |
3 |
| Hoxton Planning & Management, LLC |
3 |
| CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A |
3 |
| Code Waechter LLC |
3 |
| SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A |
3 |
| AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A |
3 |
| Natural Investments, Llc |
3 |
| Piper Jaffray Companies |
3 |
| MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF |
3 |
| CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF |
3 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
3 |
| XFIX - RBB FUND, INC. - F/m Opportunistic Income ETF |
3 |
| Newfound Research LLC |
3 |
| SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A |
3 |
| OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF |
3 |
| TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A |
3 |
| Bourne Lent Asset Management Inc |
3 |
| Fort Pitt Capital Group Inc |
3 |
| CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A |
3 |
| Sterling Manor Financial, LLC |
3 |
| QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I |
3 |
| Morris Retirement Advisors, LLC |
3 |
| Nwi Management Lp |
3 |
| QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II |
3 |
| Clear Perspectives Financial Planning, LLC |
3 |
| Sonoma Allocations LLC |
3 |
| QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I |
3 |
| Convergence Financial, LLC |
3 |
| RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund |
3 |
| PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
3 |
| CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A |
3 |
| PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund |
3 |
| Corecam AG |
3 |
| Kr Capital Advisors Inc |
3 |
| FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio |
3 |
| GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI |
3 |
| SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I |
3 |
| Neumann Capital Management, LLC |
3 |
| FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio |
3 |
| WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF |
3 |
| Hendershot Investments Inc. |
3 |
| Oaktree Capital Group, LLC |
3 |
| Duff & Phelps Global Utility Income Fund Inc. |
3 |
| ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A |
3 |
| National Investment Services of America, LLC |
3 |
| ROCI - EA Series Trust - ROC ETF |
3 |
| HTLF Bank |
3 |
| Fiduciary Management Inc /wi/ |
3 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
3 |
| Eastover Investment Advisors LLC |
3 |
| Tiger Management L.l.c. |
3 |
| FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
3 |
| FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund |
3 |
| FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A |
3 |
| Alessandra Capital Management, LLC |
3 |
| GMEZX - GuideStone Funds - Impact Equity Fund Investor |
3 |
| Top Ace Asset Management Ltd |
3 |
| Highwater Wealth Management, LLC |
3 |
| TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
3 |
| Flatrock Wealth Partners LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio |
3 |
| PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A |
3 |
| CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class |
3 |
| PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A |
3 |
| Palisades Hudson Asset Management, L.P. |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| Blue Chip Wealth Management, Inc. |
3 |
| Capital Investment Services of America, Inc. |
3 |
| NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I |
3 |
| Investment Counsel Inc. |
3 |
| R.P. Boggs & Co. |
3 |
| Blake Schutter Theil Wealth Advisors, LLC |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I |
3 |
| Venator Capital Management Ltd. |
3 |
| Sustainable Growth Advisers, LP |
3 |
| Flax Pond Capital, Llc |
3 |
| Sweet Financial Partners, LLC |
3 |
| MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A |
3 |
| HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF |
3 |
| PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional |
3 |
| ALTY - Global X Funds - Global X SuperDividend Alternatives ETF |
3 |
| Intercapital, Llc |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio |
3 |
| Canandaigua National Trust Co of Florida |
3 |
| MLPA - Global X Funds - Global X MLP ETF |
3 |
| MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A |
3 |
| EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A |
3 |
| Hapanowicz & Associates Financial Services, Inc |
3 |
| MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A |
3 |
| Walkner Condon Financial Advisors LLC |
3 |
| RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund |
3 |
| GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A |
3 |
| Gavea Investimentos Ltda |
3 |
| NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A |
3 |
| Eagle Wealth Strategies Llc |
3 |
| MCHI - iSHARES TRUST - iShares MSCI China ETF |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Value Class II |
3 |
| Ascension Capital Advisors, Inc. |
3 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
| Financial & Investment Management Group Ltd |
3 |
| Verum Partners LLC |
3 |
| EWUS - iSHARES TRUST - iShares MSCI United Kingdom Small-Cap ETF |
3 |
| Berkshire Capital Holdings Inc |
3 |
| Pamplona Capital Management, LLC |
3 |
| Brooktree Capital Management |
3 |
| WealthBridge Investment Counsel Inc. |
3 |
| TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I |
3 |
| SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| Coulter & Justus Financial Services, LLC |
3 |
| Patriot Wealth Management, Inc. |
3 |
| BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A |
3 |
| Breiter Capital Management Inc |
3 |
| CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N |
3 |
| Richmond Hill Investment Co., LP |
3 |
| CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund |
3 |
| ICOL - iShares, Inc. - iShares MSCI Colombia ETF |
3 |
| Matlin David J |
3 |
| Cape Ann Asset Management Ltd |
3 |
| Matisse Capital |
3 |
| MISNX - BMO FUNDS, INC. - BMO Pyrford International Stock Fund Class I |
3 |
| Sunriver Management LLC |
3 |
| Troy Asset Management Ltd |
3 |
| Ervin Investment Management, LLC |
3 |
| Bruni J V & Co /co |
3 |
| PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF |
3 |
| Clear Street Derivatives LLC |
3 |
| Darrell & King Llc |
3 |
| JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T |
3 |
| DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A |
3 |
| EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF |
3 |
| DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A |
3 |
| LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class |
3 |
| FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
3 |
| Income Research & Management |
3 |
| DISAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon International Stock Fund Class A |
3 |
| TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares |
3 |
| Nuveen Municipal Credit Income Fund |
3 |
| MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares |
3 |
| JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| Cantor Fitzgerald Sustainable Infrastructure Fund |
3 |
| Rock Point Advisors, LLC |
3 |
| Emerging Global Advisors, LLC |
3 |
| IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
3 |
| ABS Direct Equity Fund LLC |
3 |
| Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 |
3 |
| TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class |
3 |
| CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares |
3 |
| Ccg Wealth Management, Llc |
3 |
| CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A |
3 |
| DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund |
3 |
| ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I |
3 |
| NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares |
3 |
| Ceros Financial Services Inc. |
3 |
| WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares |
3 |
| Tri Locum Partners LP |
3 |
| HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
3 |
| THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares |
3 |
| Ensemble Capital Management, LLC |
3 |
| Tirschwell & Loewy Inc |
3 |
| EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class |
3 |
| Everest Capital Llc |
3 |
| KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF |
3 |
| LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A |
3 |
| Trustco Bank Corp N Y |
3 |
| Taube Hodson Stonex Partners Llp |
3 |
| RDA Financial Network |
3 |
| Forum Finance Group S.A. |
3 |
| ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares |
3 |
| Omni Partners US LLC |
3 |
| Compass Ion Advisors, LLC |
3 |
| Peterson Wealth Management |
3 |
| BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares |
3 |
| Stiles Financial Services Inc |
3 |
| FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
3 |
| Revere Asset Management, Inc |
3 |
| FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund |
3 |
| Arbor Capital Management Inc /adv |
3 |
| Evolution Advisers, Inc. |
3 |
| BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares |
3 |
| PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF |
3 |
| Red Spruce Capital, LLC |
3 |
| BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
3 |
| PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A |
3 |
| GLCN - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC CSI 300 ETF |
3 |
| Wells Trecaso Financial Group, LLC |
3 |
| MOWNX - Northern Lights Fund Trust IV - Moerus Worldwide Value Fund Class N |
3 |
| IEMV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Emerging Markets Debt Value ETF |
3 |
| GSAKX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Income Fund Class A |
3 |
| ABIAX - AB TRUST - AB International Value Fund Class A |
3 |
| MAS Advisors LLC |
3 |
| RVW Wealth, LLC |
3 |
| ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
3 |
| RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A |
3 |
| Lantz Financial LLC |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 |
3 |
| CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class |
3 |
| AlpInvest Partners B.V. |
3 |
| Sage Capital Management, LLC |
3 |
| Qvr Llc |
3 |
| NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF |
3 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A |
3 |
| LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class |
3 |
| SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A |
3 |
| Means Investment Co., Inc. |
3 |
| JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV |
3 |
| IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A |
3 |
| SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF |
3 |
| HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class |
3 |
| IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A |
3 |
| AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A |
3 |
| YALL - Tidal ETF Trust - God Bless America ETF |
3 |
| Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio |
3 |
| Signature Wealth Management Partners, LLC |
3 |
| ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class |
3 |
| APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class |
3 |
| NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A |
3 |
| PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional |
3 |
| CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares |
3 |
| NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class |
3 |
| PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF |
3 |
| MML SERIES INVESTMENT FUND - MML International Equity Fund Class II |
3 |
| ShoreHaven Wealth Partners, LLC |
3 |
| Difesa Capital Management, Lp |
3 |
| Panning Capital Management, LP |
3 |
| LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A |
3 |
| Claar Advisors LLC |
3 |
| WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class |
3 |
| PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF |
3 |
| Drake & Associates, LLC |
3 |
| Teramo Advisors, LLC |
3 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
| RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A |
3 |
| Harvest Fund Holdco L.p. |
3 |
| Advisortrust Partners, Llc |
3 |
| VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A |
3 |
| Pelorus Jack Capital, L.p. |
3 |
| SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A |
3 |
| PeakShares LLC |
3 |
| WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A |
3 |
| HICIX - Advisors' Inner Circle Fund II - Hancock Horizon International Small Cap Fund Institutional Class |
3 |
| AGAAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Small & Mid Cap Growth Fund Class A |
3 |
| Bank Of Edwardsville |
3 |
| TIIV - ETF Series Solutions - AAM Todd International Intrinsic Value ETF |
3 |
| NDVR, Inc. |
3 |
| ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class |
3 |
| QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
3 |
| William Marsh Rice University |
3 |
| USAdvisors Wealth Management, LLC |
3 |
| CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I |
3 |
| Bridger Management, Llc |
3 |
| General Atlantic Llc |
3 |
| BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell |
3 |
| Kennedy Investment Group |
3 |
| ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares |
3 |
| Wildcat Capital Management, LLC |
3 |
| WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
3 |
| Intrepid Financial Planning Group LLC |
3 |
| SkyTop Capital Management LLC |
3 |
| Provident Wealth Management, LLC |
3 |
| Trigran Investments, Inc. |
3 |
| Rempart Asset Management Inc. |
3 |
| JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A |
3 |
| Dsm Capital Partners Llc |
3 |
| Swiss Re Ltd |
3 |
| AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A |
3 |
| IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF |
3 |
| GTDDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Developing Markets Fund Class A |
3 |
| TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A |
3 |
| IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 |
3 |
| EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A |
3 |
| Alesco Advisors Llc |
3 |
| Onyx Bridge Wealth Group LLC |
3 |
| JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I |
3 |
| WJ Interests, LLC |
3 |
| LVL - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Dividend Opportunities Index ETF |
3 |
| FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A |
3 |
| OAIM - UNIFIED SERIES TRUST - OneAscent International Equity ETF |
3 |
| ALGAX - ALGER FUNDS - Alger International Focus Fund Class A |
3 |
| Copley Financial Group, Inc. |
3 |
| RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S |
3 |
| 20/20 Capital Management, Inc. |
3 |
| Axar Capital Management L.p. |
3 |
| Cambridge Advisors Inc. |
3 |
| XEMD - BondBloxx ETF Trust - BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF |
3 |
| PFCFX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Class A |
3 |
| Watson Rebecca |
3 |
| Millie Capital Management, Llc |
3 |
| UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class |
3 |
| JOMMX - Advisers Investment Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Institutional Shares |
3 |
| Strategies Wealth Advisors, LLC |
3 |
| VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares |
3 |
| UEPIX - Profunds - Europe 30 Profund Investor Class |
3 |
| UBPIX - Profunds - Ultralatin America Profund Investor Class |
3 |
| OTPIX - Profunds - Nasdaq-100 Profund Investor Class |
3 |
| AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF |
3 |
| WTTAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class |
3 |
| BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A |
3 |
| DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A |
3 |
| C WorldWide Group Holding A/S |
3 |
| ValueAct Holdings, L.P. |
3 |
| USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund |
3 |
| EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF |
3 |
| NewFocus Financial Group, LLC |
3 |
| WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class |
3 |
| ABEMX - Aberdeen Funds - Aberdeen Emerging Markets Fund Institutional Class |
3 |
| Jackson Square Partners, LLC |
3 |
| Live Oak Private Wealth LLC |
3 |
| Phoenix Wealth Advisors |
3 |
| LYFE - 2nd Vote Funds - 2ndVote Life Neutral Plus ETF |
3 |
| Vivaldi Opportunities Fund |
3 |
| BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A |
3 |
| Ota Llc |
3 |
| MTCGX - M FUND INC - M Large Cap Growth Fund |
3 |
| Chubb Ltd |
3 |
| OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
3 |
| Barings Funds Trust - Barings Diversified Income Fund Class A Shares |
3 |
| MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C |
3 |
| William Harris Investors Inc |
3 |
| OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
3 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
3 |
| OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund |
3 |
| Seaport Global Asset Management Llc |
3 |
| G.F.W. Energy VII, L.P. |
3 |
| Permian Investment Partners, LP |
3 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
3 |
| Axel Capital Management, LLC |
3 |
| TUG - Listed Funds Trust - STF Tactical Growth ETF |
3 |
| ADVMX - Investment Managers Series Trust - Vaughan Nelson Emerging Markets Opportunities Fund Institutional Class |
3 |
| TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF |
3 |
| Westmount Partners, LLC |
3 |
| DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS |
3 |
| Collaborative Fund Advisors, LLC |
3 |
| Nauset Wealth Management. LLC |
3 |
| Ayrshire Capital Management LLC |
3 |
| Huff W R Asset Management Co Llc /de/ |
3 |
| Rydar Equities, Inc. |
3 |
| Altavista Wealth Management, Inc. |
3 |
| Sprinkle Financial Consultants LLC |
3 |
| RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund |
3 |
| JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I |
3 |
| Charles Stewart Mott Foundation |
3 |
| Burren Capital Advisors Ltd |
3 |
| FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class |
3 |
| APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares |
3 |
| NWXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Emerging Markets Debt Fund Class A |
3 |
| PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund |
3 |
| Wiser Advisor Group LLC |
3 |
| ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares |
3 |
| VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares |
3 |
| NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF |
3 |
| ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares |
3 |
| Futuris Asset Management AB |
3 |
| VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares |
3 |
| Jb Capital Partners Lp |
3 |
| AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A |
3 |
| FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A |
3 |
| Quintana Capital Group, L.P. |
3 |
| Avanda Investment Management Pte. Ltd. |
3 |
| DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class |
3 |
| WICIX - WELLS FARGO FUNDS TRUST - Wells Fargo Special International Small Cap Fund Institutional Class |
3 |
| JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) |
3 |
| EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A |
3 |
| Minot Wealth Management LLC |
3 |
| Seed Wealth Management, Inc. |
3 |
| Chronos Wealth Management, LLC |
3 |
| HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund |
3 |
| Royal Harbor Partners, LLC |
3 |