Pharmaceutical Preparations - Largest Owners in this Industry

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

Investor Number of Known Investments
Proequities, Inc. 1086
Morgan Stanley 1062
UBS Group AG 1059
Citadel Advisors Llc 1037
Bank Of America Corp /de/ 990
Susquehanna International Group, Llp 970
Jpmorgan Chase & Co 967
Wells Fargo & Company/mn 951
Citigroup Inc 924
Royal Bank Of Canada 922
Tower Research Capital LLC (TRC) 918
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 909
Geode Capital Management, Llc 905
Vanguard Group Inc 892
BlackRock, Inc. 889
Goldman Sachs Group Inc 884
Millennium Management Llc 884
Jane Street Group, Llc 870
Barclays Plc 866
Renaissance Technologies Llc 845
State Street Corp 836
Deutsche Bank Ag\ 833
Fmr Llc 832
Advisor Group Holdings, Inc. 812
Virtu Financial LLC 786
Northern Trust Corp 777
Bank of New York Mellon Corp 752
Two Sigma Investments, Lp 751
Hrt Financial Lp 735
Group One Trading, L.p. 733
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 728
Bnp Paribas Arbitrage, Sa 719
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 709
Simplex Trading, Llc 706
Bank Of Montreal /can/ 699
Credit Suisse Ag/ 693
Two Sigma Securities, Llc 670
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 644
Marshall Wace, Llp 640
D. E. Shaw & Co., Inc. 639
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 638
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 634
Squarepoint Ops LLC 634
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 630
Two Sigma Advisers, Lp 626
Ameriprise Financial Inc 620
New York State Common Retirement Fund 620
Pnc Financial Services Group, Inc. 620
Charles Schwab Investment Management Inc 619
Rhumbline Advisers 615
Cubist Systematic Strategies, LLC 614
Invesco Ltd. 612
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 611
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 605
SG Americas Securities, LLC 603
XTX Topco Ltd 600
American International Group, Inc. 599
Boothbay Fund Management, Llc 590
Manufacturers Life Insurance Company, The 589
IFP Advisors, Inc 585
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 585
California State Teachers Retirement System 580
Legal & General Group Plc 579
Qube Research & Technologies Ltd 577
Dimensional Fund Advisors Lp 575
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 574
Acadian Asset Management Llc 565
Gsa Capital Partners Llp 558
Creative Planning 556
Prelude Capital Management, Llc 554
Price T Rowe Associates Inc /md/ 549
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 547
Point72 Asset Management, L.P. 546
Verition Fund Management LLC 545
Russell Investments Group, Ltd. 543
Alliancebernstein L.p. 534
Ameritas Investment Partners, Inc. 531
Schonfeld Strategic Advisors LLC 531
Nuveen Asset Management, LLC 528
Victory Capital Management Inc 528
Balyasny Asset Management Llc 526
Walleye Capital LLC 524
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 522
Strs Ohio 514
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 512
Us Bancorp \de\ 512
Northwestern Mutual Wealth Management Co 512
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 511
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 509
Federated Hermes, Inc. 509
Voya Investment Management Llc 508
Cutler Group LP 506
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 506
Panagora Asset Management Inc 506
Aqr Capital Management Llc 505
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 505
Wellington Management Group Llp 502
Parametric Portfolio Associates Llc 498
IWC - iSHARES TRUST - iShares Micro-Cap ETF 495
ExodusPoint Capital Management, LP 494
Captrust Financial Advisors 490
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 484
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 477
Cwm, Llc 476
ProShare Advisors LLC 476
Walleye Trading LLC 474
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 470
California Public Employees Retirement System 468
Oxford Asset Management Llp 462
Jefferies Group LLC 459
Metropolitan Life Insurance Co/ny 459
Sabby Management, Llc 459
Franklin Resources Inc 458
Ladenburg Thalmann Financial Services Inc 453
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 452
State Of Wisconsin Investment Board 452
Ubs Asset Management Americas Inc 451
Perceptive Advisors Llc 451
Hudson Bay Capital Management LP 450
LPL Financial LLC 450
Macquarie Group Ltd 449
Alyeska Investment Group, L.P. 449
Bridgeway Capital Management Inc 449
Tudor Investment Corp Et Al 448
Amalgamated Bank 448
SBI Securities Co., Ltd. 447
Trexquant Investment LP 446
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 445
Nomura Holdings Inc 443
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 442
LMR Partners LLP 440
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 440
Zurcher Kantonalbank (Zurich Cantonalbank) 438
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 438
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 437
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 437
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 437
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 436
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 436
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 436
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 436
NSIDX - Northern Funds - Northern Small Cap Index Fund 436
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 436
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 435
IWM - iSHARES TRUST - iShares Russell 2000 ETF 435
Man Group plc 433
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 432
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 432
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 431
Jump Financial, LLC 431
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 431
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 430
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 430
Sei Investments Co 429
VCSLX - VALIC Co I - Small Cap Index Fund 429
Engineers Gate Manager LP 429
MetLife Investment Management, LLC 428
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 428
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 428
Prudential Financial Inc 427
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 425
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 425
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 424
Profunds - Profund Vp Small-cap 424
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 424
Profunds - Profund Vp Ultrasmall-cap 424
Allianz Asset Management GmbH 423
SLPIX - Profunds - Small-cap Profund Investor Class 423
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 422
Ergoteles LLC 422
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 420
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 419
Jacobs Levy Equity Management, Inc 418
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 417
Quantbot Technologies LP 415
Advisory Services Network, LLC 413
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 412
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 412
PENN SERIES FUNDS INC - Small Cap Index Fund 411
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 410
Steward Partners Investment Advisory, Llc 409
Sphera Funds Management Ltd. 409
Principal Financial Group Inc 409
Raymond James & Associates 408
Paloma Partners Management Co 408
Adage Capital Partners Gp, L.l.c. 407
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 407
Swiss National Bank 407
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 407
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 407
FNY Investment Advisers, LLC 406
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 405
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 405
American Century Companies Inc 404
Marshall Wace North America L.P. 404
Kcg Holdings, Inc. 404
Nisa Investment Advisors, Llc 403
State Board Of Administration Of Florida Retirement System 401
Allworth Financial LP 400
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 400
Signaturefd, Llc 399
HighTower Advisors, LLC 399
A.R.T. Advisors, LLC 399
Vanguard Index Funds 398
HAP Trading, LLC 398
Parallel Advisors, LLC 397
Rockefeller Capital Management L.P. 397
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 396
Meeder Asset Management Inc 396
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 394
Point72 Hong Kong Ltd 393
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 392
Wolverine Asset Management Llc 392
Laurion Capital Management LP 392
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 391
Daiwa Securities Group Inc. 391
BlackRock Fund Advisors 391
Janus Henderson Group Plc 390
Lazard Asset Management Llc 389
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 386
Alps Advisors Inc 386
Vanguard Capital Management Llc 385
Orbimed Advisors Llc 384
Deerfield Management Company, L.p. (series C) 383
Ubs Oconnor Llc 382
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 382
Hsbc Holdings Plc 381
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 381
Connor, Clark & Lunn Investment Management Ltd. 380
Wolverine Trading, Llc 380
Federation des caisses Desjardins du Quebec 378
Parallax Volatility Advisers, L.P. 377
PDT Partners, LLC 377
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 376
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 376
Advisor Group, Inc. 376
EAM Investors, LLC 374
Norges Bank 374
IWV - iSHARES TRUST - iShares Russell 3000 ETF 374
Caption Management, LLC 373
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 372
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 371
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 370
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 369
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 368
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 368
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 367
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 367
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 366
BlackRock Investment Management, LLC 366
Tiaa Cref Investment Management Llc 365
Raymond James Financial Inc 364
Commonwealth Equity Services, Llc 362
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 362
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 362
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 362
Teachers Advisors, Llc 360
Dynamic Technology Lab Private Ltd 359
BlackRock Institutional Trust Company, N.A. 359
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 359
Stifel Financial Corp 357
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 357
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 355
Armistice Capital, Llc 355
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 355
Css Llc/il 354
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 354
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 353
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 352
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF 352
DekaBank Deutsche Girozentrale 352
Td Asset Management Inc 350
TCI Wealth Advisors, Inc. 350
Ikarian Capital, LLC 349
Spark Investment Management LLC 348
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 348
Lindbrook Capital, Llc 348
Driehaus Capital Management Llc 348
Teacher Retirement System Of Texas 347
Virtus ETF Advisers LLC 347
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 346
Vanguard Fiduciary Trust Co 346
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 346
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 346
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 345
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 345
BlackRock Advisors LLC 345
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 343
EverSource Wealth Advisors, LLC 342
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 342
Farther Finance Advisors, LLC 341
Highbridge Capital Management Llc 341
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 340
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 339
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 339
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology 338
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 338
Monashee Investment Management LLC 337
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 337
Envestnet Asset Management Inc 336
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 336
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 335
NOSGX - Northern Funds - Northern Small Cap Value Fund 335
Mirae Asset Global Investments Co., Ltd. 334
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 334
Y-Intercept (Hong Kong) Ltd 333
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 333
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 331
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 331
Woodline Partners LP 329
Alpine Global Management, LLC 329
Quadrant Capital Group Llc 328
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 328
Ubs Ag 327
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 324
Capstone Investment Advisors, Llc 323
Bessemer Group Inc 323
Algert Global Llc 321
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio 320
Pura Vida Investments, Llc 320
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 320
Susquehanna Fundamental Investments, Llc 320
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 319
Sterling Capital Management LLC 318
Nationwide Fund Advisors 317
Glenmede Trust Co Na 317
Caitong International Asset Management Co., Ltd 317
Candriam Luxembourg S.C.A. 316
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 315
Principal Funds Inc 315
Great West Life Assurance Co /can/ 315
Voloridge Investment Management, Llc 314
Los Angeles Capital Management Llc 314
Fifth Third Bancorp 313
Guggenheim Capital Llc 312
J. Goldman & Co LP 312
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 311
Raymond James Financial Services Advisors, Inc. 311
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 309
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 309
State Farm Mutual Fund Trust 309
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 309
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 308
State Farm Variable Product Trust 307
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 307
China Universal Asset Management Co., Ltd. 305
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 305
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 305
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 305
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 303
Jones Financial Companies Lllp 303
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF 303
ADAR1 Capital Management, LLC 303
MAI Capital Management 301
Baker Bros. Advisors Lp 301
Vanguard Global Advisers, LLC 300
GWM Advisors LLC 300
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 300
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 299
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 299
Rafferty Asset Management, LLC 298
BlueCrest Capital Management Ltd 298
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 298
College Retirement Equities Fund 297
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 297
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 297
National Bank Of Canada /fi/ 296
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 295
Guggenheim Active Allocation Fund 295
SRS Capital Advisors, Inc. 293
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 293
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 293
First Trust Advisors Lp 293
Graham Capital Management, L.P. 292
Ra Capital Management, L.p. 291
Arrowstreet Capital, Limited Partnership 291
Ensign Peak Advisors, Inc 291
Allspring Global Investments Holdings, LLC 291
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 290
Private Advisor Group, LLC 290
Winton Capital Group Ltd 290
Fred Alger Management, Llc 289
Occudo Quantitative Strategies Lp 289
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 289
Ghost Tree Capital, LLC 288
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 287
GAMMA Investing LLC 287
Putnam Investments Llc 287
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 287
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 286
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 286
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 286
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 286
Aquatic Capital Management LLC 285
Toronto Dominion Bank 284
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 284
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 284
Rock Springs Capital Management LP 284
Farallon Capital Management Llc 284
Harbour Investments, Inc. 282
DRW Securities, LLC 282
Public Employees Retirement System Of Ohio 281
VDAFX - VALIC Co I - Dynamic Allocation Fund 280
Amalgamated Financial Corp. 280
OMERS ADMINISTRATION Corp 280
Canada Pension Plan Investment Board 280
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 280
Cormorant Asset Management, LP 279
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 278
Axa S.a. 278
Cambridge Investment Research Advisors, Inc. 277
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 277
Ellevest, Inc. 277
Acuta Capital Partners, Llc 277
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 276
Pacer Advisors, Inc. 276
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 276
Global Retirement Partners, LLC 275
Penserra Capital Management LLC 274
CIBC Private Wealth Group, LLC 273
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 273
Huntington National Bank 272
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 272
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 272
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 272
Arizona State Retirement System 271
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 271
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 271
Comerica Bank 271
Magnetar Financial LLC 270
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 270
Jennison Associates Llc 270
Ground Swell Capital, LLC 270
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 269
Bayesian Capital Management, LP 269
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 269
Jefferies Financial Group Inc. 268
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 268
Mariner, LLC 267
Great Point Partners Llc 267
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 267
Profund Advisors Llc 267
Centiva Capital, LP 267
First Manhattan Co 267
Maven Securities LTD 265
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 264
Fox Run Management, L.l.c. 264
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 263
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 263
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 263
Tiaa-cref Funds 262
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 261
State of Wyoming 261
Weiss Multi-Strategy Advisers LLC 260
Landscape Capital Management, L.l.c. 260
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 260
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 259
DAFNA Capital Management LLC 259
EcoR1 Capital, LLC 259
Sectoral Asset Management Inc 259
O'shaughnessy Asset Management, Llc 259
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 259
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 258
Neuberger Berman Group LLC 257
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 257
Sowell Financial Services LLC 256
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 256
Opaleye Management Inc. 255
Polar Asset Management Partners Inc. 255
Larson Financial Group LLC 254
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 254
Atom Investors LP 253
Lord, Abbett & Co. Llc 253
Moore Capital Management, Lp 253
Oppenheimer & Co Inc 252
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 251
BlackRock Group LTD 251
Tekla Capital Management LLC 251
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 251
HighVista Strategies LLC 251
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 250
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 250
Sio Capital Management, LLC 249
Nuveen, LLC 249
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 249
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 249
Aperio Group, LLC 248
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 248
Tfs Capital Llc 248
Belvedere Trading LLC 247
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 247
Covestor Ltd 245
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 245
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 245
Brevan Howard Capital Management LP 244
SBIO - ALPS ETF Trust - ALPS Medical Breakthroughs ETF 244
Schroder Investment Management Group 243
Hartland & Co., LLC 242
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 242
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 242
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 242
Blair William & Co/il 241
Ellington Management Group Llc 241
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 240
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 240
Tfs Capital Investment Trust 240
John Hancock Funds II - Health Sciences Fund Class NAV 239
683 Capital Management, LLC 239
Artal Group S.A. 239
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 238
Russell Frank Co/ 238
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 238
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 237
Wedbush Securities Inc 237
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 236
Gabelli Funds Llc 236
Clear Street Markets Llc 236
Acrospire Investment Management LLC 235
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 235
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 234
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 234
Police & Firemen's Retirement System of New Jersey 234
Virginia Retirement Systems Et Al 234
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 234
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 234
Quadrature Capital Ltd 233
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 233
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 233
BBC - ETFis Series Trust I - Virtus LifeSci Biotech Clinical Trials ETF 233
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 232
Piedmont Investment Advisors Llc 232
Janney Montgomery Scott LLC 232
Altium Capital Management LP 232
Massmutual Trust Co Fsb/adv 232
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 232
Rothschild Investment Llc 231
Campbell & CO Investment Adviser LLC 231
Mackenzie Financial Corp 230
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 230
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 229
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 229
Kennedy Capital Management, Inc. 229
Tang Capital Management Llc 229
Thompson Davis & Co., Inc. 228
Capital Fund Management S.a. 228
KBC Group NV 227
American Portfolios Advisors 227
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 226
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 226
Natixis 226
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 225
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 225
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 224
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 224
Corebridge Financial, Inc. 224
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 224
NEXT Financial Group, Inc 224
Public Employees Retirement Association Of Colorado 223
PENN SERIES FUNDS INC - International Equity Fund 223
State of New Jersey Common Pension Fund D 222
Valeo Financial Advisors, LLC 222
Bailard, Inc. 221
Assenagon Asset Management S.A. 221
RidgeWorth Capital Management LLC 221
True Wealth Design, LLC 220
Versant Capital Management, Inc 220
Healthcare Of Ontario Pension Plan Trust Fund 220
Intech Investment Management Llc 220
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 220
Humankind Benefit Corp - Humankind US Stock ETF 220
Thrivent Financial For Lutherans 220
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 219
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 219
Cowen And Company, Llc 219
Cnh Partners Llc 219
Dark Forest Capital Management Lp 219
Dupont Capital Management Corp 219
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 219
Quantitative Systematic Strategies LLC 218
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 218
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 217
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 217
Affinity Asset Advisors, LLC 217
Martingale Asset Management L P 217
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 217
Geneos Wealth Management Inc. 217
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 217
FLDFX - Meeder Funds - BALANCED FUND Retail Class 217
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 216
Spire Wealth Management 216
Logos Global Management LP 216
Caas Capital Management Lp 216
Truist Financial Corp 216
Optiver Holding B.V. 215
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 215
Anson Funds Management LP 215
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 215
Cetera Advisor Networks LLC 215
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 214
BlackRock Japan Co. Ltd 214
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 214
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 213
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 213
National Asset Management, Inc. 213
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 213
ClariVest Asset Management LLC 213
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 213
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 212
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 212
Tekla Life Sciences Investors 212
Eversept Partners, LP 212
RSSL - Global X Funds - Global X Russell 2000 ETF 212
Aigen Investment Management, Lp 212
Gotham Asset Management, LLC 212
Vanguard World Fund 212
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 212
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 211
Avidity Partners Management LP 211
Assetmark, Inc 211
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 211
Nomura Asset Management Co Ltd 211
Cvi Holdings, Llc 211
Parkside Financial Bank & Trust 211
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 210
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 210
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 209
Nicholas Investment Partners, LP 209
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 209
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 209
Teachers Retirement System Of The State Of Kentucky 209
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 208
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 208
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 208
Point72 (DIFC) Ltd 208
Glassman Wealth Services 207
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 207
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 206
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 206
Eventide Asset Management, Llc 206
SG3 Management, LLC 206
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 205
Tocqueville Asset Management L.p. 205
Silverarc Capital Management, Llc 205
FORA Capital, LLC 205
United Services Automobile Association 205
Pictet Asset Management Ltd 205
Point72 Asia (Singapore) Pte. Ltd. 204
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 204
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 204
Cetera Investment Advisers 204
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 204
IEIH - iShares U.S. ETF Trust - iShares Evolved U.S. Innovative Healthcare ETF 204
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 203
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 203
M&t Bank Corp 203
Credit Agricole S A 202
Quantamental Technologies LLC 201
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 201
Cerity Partners LLC 201
NumerixS Investment Technologies Inc 201
Vanguard Portfolio Management Llc 200
Mirabella Financial Services Llp 200
Coldstream Capital Management Inc 200
Numeric Investors Llc 200
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 200
PFM Health Sciences, LP 200
Hbk Investments L P 199
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 199
MetLife Securities, Inc 199
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 199
Soleus Capital Management, L.P. 199
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 198
Skandinaviska Enskilda Banken AB (publ) 198
NSGRX - Northern Funds - Northern Small Cap Core Fund 198
Calamos Advisors LLC 198
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 198
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 198
Point72 Middle East FZE 198
JustInvest LLC 197
Weiss Asset Management LP 197
Sofinnova Investments, Inc. 197
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 196
D.a. Davidson & Co. 196
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 196
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 196
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 196
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 196
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 196
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 196
Airain ltd 196
QS Investors, LLC 196
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 195
BNP Paribas Asset Management Holding S.A. 195
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 195
Ancora Advisors, LLC 195
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 195
First Horizon Advisors, Inc. 195
Element Capital Management Llc 195
First Republic Investment Management, Inc. 195
Gf Fund Management Co. Ltd. 195
Stratos Wealth Partners, LTD. 194
Capital Advisors, Ltd. LLC 194
Amundi Pioneer Asset Management Inc 194
Amundi 194
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF 194
Advanced Series Trust - Ast Small-cap Growth Portfolio 193
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 193
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares 193
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 192
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 192
Persistent Asset Partners Ltd 192
Weiss Strategic Interval Fund 192
Capital Performance Advisors Llp 192
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 192
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 192
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 192
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 191
Diametric Capital, LP 190
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 190
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 190
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 190
Bellevue Group AG 190
Vantagepoint Funds 190
Handelsbanken Fonder AB 189
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 189
Smartleaf Asset Management LLC 189
Jain Global LLC 188
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 188
Worth Venture Partners, LLC 188
E Fund Management Co., Ltd. 188
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 188
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 188
Catalyst Funds Management Pty Ltd 187
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 187
Royce & Associates Lp 187
AdvisorNet Financial, Inc 187
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 187
Alberta Investment Management Corp 187
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF 187
Zacks Investment Management 187
Pinz Capital Management, LP 186
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 186
Skopos Labs, Inc. 186
Bogle Investment Management L P /de/ 186
Essential Partners LLC 186
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 186
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 186
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 186
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 185
Tekla Healthcare Investors 185
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 185
Gts Securities Llc 185
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 185
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 185
Mercer Global Advisors Inc /adv 185
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 185
EntryPoint Capital, LLC 185
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 185
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 185
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 184
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 184
Cowen Group, Inc. 184
Redmile Group, LLC 184
Visium Asset Management, LP 184
Nantahala Capital Management, LLC 183
Virtus Investment Advisers, Inc. 182
Belpointe Asset Management LLC 182
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 181
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 181
Spot Trading L.L.C 180
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 180
Essex Investment Management Co Llc 179
Cibc World Markets Corp 179
AlphaCentric Advisors LLC 179
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 179
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 179
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 179
FNY Managed Accounts LLC 178
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 178
Wexford Capital Lp 178
CoreCap Advisors, LLC 178
TD Waterhouse Canada Inc. 178
Financial Architects, Inc 178
Proficio Capital Partners LLC 177
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 177
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 177
Quantinno Capital Management LP 177
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 176
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 176
Stonepine Capital Management, LLC 176
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 176
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 175
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 175
PEAK6 Investments LLC 175
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 175
Massachusetts Financial Services Co /ma/ 175
Quarry LP 174
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 174
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 174
DLD Asset Management, LP 174
Blueshift Asset Management, LLC 173
Globeflex Capital L P 173
International Assets Investment Management, Llc 173
Vontobel Holding Ltd. 173
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 172
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 172
Newbridge Financial Services Group, Inc. 172
Endurant Capital Management LP 172
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 171
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology 171
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 171
RBB FUND, INC. - Adara Smaller Companies Fund 171
Catalyst Capital Advisors LLC 170
Hillsdale Investment Management Inc. 170
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 170
Parkman Healthcare Partners LLC 170
Rtw Investments, Lp 170
Seven Eight Capital, Lp 170
Compagnie Lombard Odier SCmA 169
Corton Capital Inc. 169
Pictet Asset Management Sa 169
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 169
Bvf Inc/il 169
Sunbelt Securities, Inc. 169
Diadema Partners Lp 169
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 169
Prospera Financial Services Inc 169
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 168
PWS - Pacer Funds Trust - Pacer WealthShield ETF 168
Old Mission Capital Llc 168
Dorsey Wright & Associates 168
Pictet Asset Management Holding SA 168
Profunds - Profund Vp Oil & Gas 168
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 168
EAM Global Investors LLC 168
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 168
MUFG Americas Holdings Corp 167
GABELLI & Co INVESTMENT ADVISERS, INC. 167
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 167
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 167
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 167
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 166
Erste Asset Management GmbH 166
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 166
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 166
Exchange Traded Concepts, Llc 166
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 166
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 165
Emerald Acquisition Ltd. 165
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 165
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 165
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 165
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 165
Axq Capital, Lp 164
Caxton Associates Lp 164
Ronald Blue Trust, Inc. 164
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 164
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 164
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 164
Cornerstone Capital Management Holdings Llc. 164
Mackay Shields Llc 163
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 163
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 163
Integral Health Asset Management, LLC 163
Gilder Gagnon Howe & Co Llc 163
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 163
Loomis Sayles & Co L P 163
Polar Capital LLP 162
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 162
Fortitude Family Office, LLC 162
Claymore Exchange-traded Fund Trust 162
First Mercantile Trust Co 162
Klp Kapitalforvaltning As 162
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 161
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 161
Boxer Capital, LLC 161
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 161
Kestra Advisory Services, LLC 161
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 161
PEAK6 Investments, L.P. 161
Berman Capital Advisors, LLC 161
Stevens Capital Management Lp 161
Twinbeech Capital Lp 161
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 161
Headlands Technologies LLC 160
Kingdon Capital Management, L.l.c. 160
BlackRock Health Sciences Trust II 160
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 160
Eaton Vance Management 160
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 160
Brown Brothers Harriman & Co 159
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 159
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 159
FBTAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Biotechnology Fund Class A 159
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 159
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 159
Pentwater Capital Management LP 159
Quest Partners LLC 159
Tibra Equities Europe Ltd 159
Avoro Capital Advisors LLC 159
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 158
Shell Asset Management Co 158
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 158
CI Private Wealth, LLC 158
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 158
Sofos Investments, Inc. 158
Fisher Asset Management, LLC 158
Blackrock Health Sciences Trust 158
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 158
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 158
Pinnacle Wealth Planning Services, Inc. 158
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 158
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 157
Mml Investors Services, Llc 157
Shay Capital LLC 157
Rhenman & Partners Asset Management AB 157
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 157
Nexthera Capital Lp 157
Cable Hill Partners, LLC 157
Quantitative Investment Management, LLC 156
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 156
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 156
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 156
Wealth Enhancement Advisory Services, Llc 156
Mutual Of America Capital Management Llc 155
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 155
Bridgefront Capital, LLC 155
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 155
FIL Ltd 155
Flagship Harbor Advisors, Llc 155
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 154
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 154
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 154
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 154
Danske Bank A/s 154
Oppenheimer Funds Inc 154
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 154
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 153
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 153
Leonteq Securities AG 153
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 153
Smith Asset Management Group Lp 153
Gamco Investors, Inc. Et Al 152
Principal Securities, Inc. 152
Nine Chapters Capital Management LLC 152
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 152
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 152
Sawtooth Solutions, LLC 152
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 151
Emerald Advisers, Llc 151
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 151
Eagle Asset Management Inc 151
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 151
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 151
Wealthspire Advisors, L.P. 151
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 151
Broadfin Capital, LLC 150
HealthCor Management, L.P. 150
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 150
Managed Account Advisors Llc 150
Soros Fund Management Llc 150
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 150
Highland Capital Management Lp 150
Ieq Capital, Llc 150
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 149
Bell Investment Advisors, Inc 149
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 149
Sculptor Capital LP 149
Atria Investments Llc 149
Cantor Fitzgerald, L. P. 149
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 149
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 148
Brinker Capital Investments, LLC 148
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 148
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 148
Private Capital Group, LLC 148
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 148
Assured Investment Management LLC 148
Reilly Financial Advisors, Llc 148
R Squared Ltd 148
Picton Mahoney Asset Management 147
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 147
BlackRock ETF Trust - BlackRock Future Health ETF 147
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 147
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 147
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 147
Rydex Etf Trust 147
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 147
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 147
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 146
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 146
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 146
Atika Capital Management LLC 146
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 146
Vident Investment Advisory, LLC 146
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 146
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 146
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 146
Cresset Asset Management, LLC 146
VCHSX - VALIC Co I - Health Sciences Fund 146
Crestline Management, LP 146
Iguana Healthcare Management, LLC 145
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 145
Brewin Dolphin Ltd 145
Susquehanna Portfolio Strategies, LLC 145
Orion Portfolio Solutions, LLC 145
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 145
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 145
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 145
Scientech Research LLC 145
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 145
Standard Life Aberdeen plc 145
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 145
Clearbridge Investments, LLC 145
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 145
Deep Track Capital, LP 145
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 144
Private Trust Co Na 144
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 144
ArrowMark Colorado Holdings LLC 144
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 144
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 144
Root Financial Partners, LLC 144
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 143
CENTRAL TRUST Co 143
SJS Investment Consulting Inc. 143
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 143
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 143
Cinctive Capital Management LP 143
Howe & Rusling Inc 143
Benjamin F. Edwards & Company, Inc. 143
Gradient Investments LLC 142
International Biotechnology Trust Plc 142
Plante Moran Financial Advisors, LLC 142
Toroso Investments, LLC 142
Glazer Capital, Llc 142
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 142
Pathstone Family Office, Llc 142
Prosight Management, LP 142
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 142
Hennion & Walsh Asset Management, Inc. 142
Palisade Capital Management Llc/nj 141
Asset Management One Co., Ltd. 141
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 141
Truvestments Capital Llc 141
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 141
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 141
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 141
North Star Investment Management Corp. 141
Patriot Financial Group Insurance Agency, LLC 141
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 140
Aster Capital Management (DIFC) Ltd 140
Athanor Capital, Lp 140
Suvretta Capital Management, Llc 140
GAM Holding AG 140
Telemetry Investments, L.L.C. 140
StoneX Group Inc. 140
Deere & Co 140
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 140
Emerald Mutual Fund Advisers Trust 140
FNY Partners Fund LP 140
Vivo Capital, LLC 140
Aviva Plc 139
Sherbrooke Park Advisers Llc 139
State of Tennessee, Treasury Department 139
Flynn James E 139
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 139
Focused Wealth Management, Inc 139
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 139
Summit Trail Advisors, Llc 139
Polar Capital Holdings Plc 138
Edmond De Rothschild Holding S.a. 138
NOBOX - Northern Funds - Northern Bond Index Fund 138
Sigma Planning Corp 138
Lighthouse Investment Partners, LLC 138
SAC Capital Advisors LP 138
CIBC Asset Management Inc 138
Commonwealth Equity Services, Inc 138
MASTER BOND LLC - Master Total Return Portfolio 138
Whittier Trust Co 137
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 137
EverPoint Asset Management, LLC 137
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 137
VCSMX - VALIC Co I - Small Cap Fund 136
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 136
Davidson Kempner Capital Management Lp 136
Jane Street Holding, LLC 136
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 136
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 136
Turner Investments, L.p. 136
StemPoint Capital LP 135
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 135
Granite Point Capital Management, L.P. 135
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 135
PointState Capital LP 135
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 135
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 135
Wealthspire Advisors, LLC 135
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 135
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 134
Krilogy Financial LLC 134
Xponance, Inc. 134
Profunds - Profund Vp Biotechnology 134
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 134
Seacrest Wealth Management, Llc 134
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 133
Edge Wealth Management LLC 133
Blackstone Group Inc 133
Alambic Investment Management, L.P. 133
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 133
Exome Asset Management LLC 133
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 133
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 133
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 133
CIBC World Markets Inc. 132
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 132
Columbus Circle Investors 132
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 132
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 132
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class 132
Advent Capital Management /de/ 132
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 132
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 132
Universal- Beteiligungs- und Servicegesellschaft mbH 131
Jfs Wealth Advisors, Llc 131
Legato Capital Management LLC 131
Baird Financial Group, Inc. 131
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 131
C M Bidwell & Associates Ltd 131
CWM Advisors, LLC 131
Brown Advisory Inc 131
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 131
VANGUARD ASSET MANAGEMENT, Ltd 131
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 130
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 130
Diversified Trust Co 129
New York Life Investment Management Llc 129
Public Sector Pension Investment Board 129
Vanguard Investments Australia, Ltd. 129
Evoke Wealth, Llc 129
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 129
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 128
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 128
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 128
Boston Private Wealth Llc 128
AE Wealth Management LLC 128
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 128
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 128
Leap Investments Lp 128
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 127
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 127
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 127
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 127
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 127
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 126
Water Island Capital Llc 126
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 126
IndexIQ Advisors LLC 126
Banque Cantonale Vaudoise 126
First Light Asset Management, LLC 126
IHT Wealth Management, LLC 126
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 126
Readystate Asset Management Lp 125
Etf Managers Group, Llc 125
Winslow, Evans & Crocker, Inc. 125
Centaurus Financial, Inc. 125
Yakira Capital Management, Inc. 125
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 125
Blackrock Master Llc 125
Lombard Odier Asset Management (USA) Corp 124
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 124
Manchester Capital Management LLC 124
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 124
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 124
Snowden Capital Advisors LLC 124
Money Concepts Capital Corp 124
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 124
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 124
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 124
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 124
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 124
Wealthcare Advisory Partners LLC 124
Baader Bank INC 123
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 123
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 123
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 123
Ameritas Investment Corp 123
Tri Locum Partners LP 123
Ascend Capital, Llc 123
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 123
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 123
Creative Financial Designs Inc /adv 123
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 123
Fosun International Ltd 123
SECOR Capital Advisors, LP 122
Hartford Mutual Funds Inc/ct 122
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 122
Birchview Capital, LP 122
Harvest Management Llc 122
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 122
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 122
Advisors Asset Management, Inc. 121
Umb Bank N A/mo 121
UMA Financial Services, Inc. 121
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 121
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 121
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 121
Activest Wealth Management 121
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 121
United Capital Financial Advisers, Llc 121
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 121
Avion Wealth 121
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 121
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 121
Chicago Partners Investment Group LLC 121
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 121
Holocene Advisors, LP 121
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 121
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 120
Twin Peaks Wealth Advisors, LLC 120
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 120
Entropy Technologies, LP 120
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 120
Rehmann Capital Advisory Group 120
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 120
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 120
Nebula Research & Development LLC 120
Commerzbank Aktiengesellschaft /fi 120
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 120
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 120
Hantz Financial Services, Inc. 120
First Quadrant L P/ca 120
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 119
Ardsley Advisory Partners Lp 119
Consonance Capital Management LP 119
Castleark Management Llc 119
Integrated Wealth Concepts LLC 119
Octagon Capital Advisors LP 119
Sandy Spring Bank 119
Chartwell Investment Partners, Llc 119
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 118
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 118
Sonora Investment Management, LLC 118
Suntrust Banks Inc 118
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 118
Biotechnology Value Fund L P 118
Bank Of Nova Scotia 118
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 118
Cetera Advisors LLC 118
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 118
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 118
Whitebox Advisors Llc 118
Cornerstone Planning Group LLC 117
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 117
Westfield Capital Management Co Lp 117
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 117
Brandywine Global Investment Management, LLC 117
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 117
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 117
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 117
Sound Income Strategies, LLC 116
Oppenheimer Asset Management Inc. 116
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 116
WFG Advisors, LP 116
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 116
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 116
Mangrove Partners 116
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 116
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 116
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 116
Granahan Investment Management Inc/ma 115
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 115
Keating Financial Advisory Services, Inc. 115
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 115
Paradigm Asset Management Co Llc 115
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 115
Keybank National Association/oh 115
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 115
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 115
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 115
Ssi Investment Management Llc 115
Hanseatic Management Services Inc 115
Weld Capital Management Llc 115
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 115
nVerses Capital, LLC 114
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 114
Eqis Capital Management, Inc. 114
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 114
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 114
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 114
Hughes Financial Services, LLC 114
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 113
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 113
Crewe Advisors LLC 113
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 113
Tradewinds Capital Management, LLC 113
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 113
K2 Principal Fund, L.p. 113
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 113
MYDA Advisors LLC 112
Janus Capital Management Llc 112
AWM Investment Company, Inc. 112
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 112
Stephens Consulting, LLC 112
Exane Derivatives 112
Moody Aldrich Partners Llc 112
FinTrust Capital Advisors, LLC 112
Nordea Investment Management Ab 112
DnB Asset Management AS 112
Nbc Securities, Inc. 112
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 112
Altshuler Shaham Ltd 112
Tekla World Healthcare Fund 112
Shepherd Kaplan Krochuk, Llc 112
Bluefin Trading, LLC 112
First Hawaiian Bank 112
Employees Retirement System of Texas 111
Jacobi Capital Management LLC 111
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 111
Partner Investment Management, L.P. 111
Wunderlich Securities, Inc. 111
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 111
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 111
Ally Bridge Group (NY) LLC 111
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares 111
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 111
Rotella Capital Management, Inc. 111
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 111
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 111
Wipfli Financial Advisors Llc, 111
Alphacrest Capital Management Llc 111
Twin Tree Management, LP 111
Capital World Investors 111
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 110
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 110
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 110
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 110
Venturi Wealth Management, LLC 110
HighMark Wealth Management LLC 110
Advisory Research Inc 110
FT Options LLC 109
Asymmetry Capital Management, L.P. 109
Linden Advisors Lp 109
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 109
Chicago Equity Partners Llc 109
State of Alaska, Department of Revenue 109
Natixis Advisors, L.p. 109
Itau Unibanco Holding S.A. 109
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 109
Vestal Point Capital, LP 108
Oregon Public Employees Retirement Fund 108
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 108
Savant Capital, LLC 108
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 108
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 108
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 108
Ing Groep Nv 108
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 108
Cornercap Investment Counsel Inc 108
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 108
Palo Alto Investors LP 107
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 107
Enterprise Financial Services Corp 107
AMP Capital Investors Ltd 107
First New York Securities Llc /ny 107
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 107
Van Eck Associates Corp 107
Regions Financial Corp 107
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 107
Resources Investment Advisors, LLC. 107
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 106
Farmers & Merchants Investments Inc 106
Gemmer Asset Management LLC 106
Context Capital Management, LLC 106
NJ State Employees Deferred Compensation Plan 106
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 106
Hussman Strategic Advisors, Inc. 106
Sanctuary Advisors, LLC 106
Moors & Cabot, Inc. 106
Pnc Funds 106
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 106
Synovus Financial Corp 106
Carroll Financial Associates, Inc. 106
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 106
Vanguard Explorer Fund 106
Colony Group, LLC 106
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 106
Gyon Technologies Capital Management, LP 106
Braidwell Lp 106
IMC-Chicago, LLC 106
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 106
Empowered Funds, LLC 106
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 106
Jump Trading, LLC 105
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 105
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 105
Meadow Creek Investment Management LLC 105
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 105
Pearl River Capital, LLC 105
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 105
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 105
TIG Advisors, LLC 105
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 105
New York State Teachers Retirement System 105
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 105
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 105
Advantage Investment Management, Llc 105
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 105
CIBC Bancorp USA Inc. 105
Rubric Capital Management LP 105
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 105
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 105
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 104
Institutional & Family Asset Management, Llc 104
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 104
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 104
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 104
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 104
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 104
Fiera Capital Corp 104
Opus Point Partners Management, LLC 104
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 104
Carlson Capital L P 104
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 103
Rise Advisors, LLC 103
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 103
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 103
Meridian Wealth Partners, LLC 103
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 103
Toth Financial Advisory Corp 103
Vestcor Inc 103
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 103
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 103
Great Lakes Advisors, Llc 103
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 103
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 103
Segantii Capital Management Ltd 103
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 102
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 102
Marex Group plc 102
SummitTX Capital, L.P. 102
Bogart Wealth, LLC 102
Crossmark Global Holdings, Inc. 102
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 102
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 102
Segall Bryant & Hamill, Llc 102
Cadence Capital Management Llc 102
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 102
Bokf, Na 102
Riggs Asset Managment Co. Inc. 102
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 102
T. Rowe Price Investment Management, Inc. 102
FineMark National Bank & Trust 102
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 102
Bank Julius Baer & Co. Ltd, Zurich 102
Tarbox Family Office, Inc. 101
BRYN MAWR TRUST Co 101
Six Circles Trust - Six Circles Global Bond Fund 101
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 101
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 101
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 101
Maverick Capital Ltd 101
Xact Kapitalforvaltning AB 101
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 101
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 101
BDO Wealth Advisors, LLC 101
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 101
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 100
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 100
TENOR CAPITAL MANAGEMENT Co., L.P. 100
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 100
Td Private Client Wealth Llc 100
Pinnacle Associates Ltd 100
Lido Advisors, LLC 100
Parametrica Management Ltd 100
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 100
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 100
High Net Worth Advisory Group LLC 100
Tiverton Asset Management Llc 100
NewSquare Capital LLC 100
MPM Oncology Impact Management LP 100
Macroview Investment Management Llc 99
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 99
Private Wealth Management Group, LLC 99
GLG Partners LP 99
Ameritas Advisory Services, LLC 99
Capula Management Ltd 99
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 99
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 99
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 99
Ci Investments Inc. 99
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 99
Warberg Asset Management LLC 99
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 99
Ajo, Lp 98
We Are One Seven, LLC 98
Oppenheimer Global Multi Strategies Fund 98
Bare Financial Services, Inc 98
Princeton Alpha Management LP 98
Rice Hall James & Associates, Llc 98
Mycio Wealth Partners, Llc 98
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 98
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 98
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 98
Artisan Partners Limited Partnership 98
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 97
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 97
Harbor Investment Advisory, Llc 97
Cornerstone Advisors, Inc. 97
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 97
Harbor Capital Advisors, Inc. 97
Hamilton Lane Advisors Llc 97
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 97
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 97
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 97
Avantax Planning Partners, Inc. 97
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 97
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 97
Kornitzer Capital Management Inc /ks 97
Mizuho Securities Usa Llc 97
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 97
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 97
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 97
BIT Capital GmbH 97
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 97
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 97
Moody National Bank Trust Division 96
Glen Harbor Capital Management LLC 96
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 96
Stoneridge Investment Partners Llc 96
Clear Harbor Asset Management, LLC 96
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 96
VR Adviser, LLC 96
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 96
Integral Derivatives, LLC 96
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 96
Salem Investment Counselors Inc 96
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 96
DAVENPORT & Co LLC 96
Mount Yale Investment Advisors, LLC 96
Prestige Wealth Management Group LLC 96
First Allied Advisory Services, Inc. 96
JNBA Financial Advisors 96
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 96
Platinum Investment Management Ltd 95
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 95
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 95
Velan Capital Investment Management LP 95
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 95
Freestone Grove Partners LP 95
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 95
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 95
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 95
1832 Asset Management L.P. 95
Concord Wealth Partners 95
Equitec Proprietary Markets, Llc 94
ETRADE Capital Management LLC 94
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 94
Golden State Wealth Management, LLC 94
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 94
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 94
Colony Group Llc 94
Robeco Institutional Asset Management B.V. 94
Kepos Capital LP 94
SageView Advisory Group, LLC 94
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 94
Koshinski Asset Management, Inc. 94
Asset Dedication, LLC 94
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 94
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 94
Total Clarity Wealth Management, Inc. 94
Superstring Capital Management Lp 94
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 94
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 94
Hancock Whitney Corp 94
Pathstone Holdings, LLC 94
Elkfork Partners LLC 93
Valley National Advisers Inc 93
Artia Global Partners LP 93
Westwood Holdings Group Inc 93
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 93
Tortoise Investment Management, LLC 93
Camber Capital Management LP 93
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 93
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio 93
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 93
Teza Capital Management LLC 93
Citizens Financial Group Inc/ri 93
Alpine Associates Management Inc. 93
AlphaMark Advisors, LLC 92
Whittier Trust Co Of Nevada Inc 92
Denali Advisors Llc 92
Voleon Capital Management Lp 92
Aristides Capital LLC 92
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 92
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 92
Bamco Inc /ny/ 92
Hutchin Hill Capital, LP 92
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 92
PineBridge Investments, L.P. 92
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 91
Gabelli Healthcare & Wellnessrx Trust 91
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 91
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 91
Quent Capital, LLC 91
Clear Street Llc 91
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 91
Riverhead Capital Management Llc 91
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 91
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 91
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 91
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 91
DeepCurrents Investment Group LLC 91
Grantham, Mayo, Van Otterloo & Co. LLC 91
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 91
C WorldWide Group Holding A/S 91
Quinn Opportunity Partners LLC 91
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 91
Banque Pictet & Cie Sa 90
Knott David M 90
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 90
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 90
Transamerica Financial Advisors, Inc. 90
JBF Capital, Inc. 90
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 90
Stephens Inc /ar/ 90
Stanley-Laman Group, Ltd. 90
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 90
Sumitomo Mitsui Trust Holdings, Inc. 90
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 90
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 90
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 90
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A 90
FourThought Financial, LLC 90
Jupiter Asset Management Ltd 90
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 90
Versor Investments LP 90
Commodore Capital Lp 90
Independent Advisor Alliance 90
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 90
Gdl Fund 90
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 90
First Personal Financial Services 90
JNL SERIES TRUST - JNL Bond Index Fund (I) 90
Financial Gravity Companies, Inc. 90
CAPROCK Group, Inc. 90
Mason Street Advisors, Llc 89
Cullen/frost Bankers, Inc. 89
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 89
Knott David M Jr 89
Kayne Anderson Rudnick Investment Management Llc 89
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 89
Viking Global Investors Lp 89
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 89
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 89
Louisiana State Employees Retirement System 89
Thompson Siegel & Walmsley Llc 89
Empery Asset Management, LP 89
Advanced Series Trust - Ast Advanced Strategies Portfolio 89
Swiss Life Asset Management Ltd 88
Harel Insurance Investments & Financial Services Ltd. 88
Values First Advisors, Inc. 88
Migdal Insurance & Financial Holdings Ltd. 88
Sequoia Financial Advisors, LLC 88
Tucker Asset Management Llc 88
Siren, L.L.C. 88
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 88
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 88
Veritable, L.P. 88
Mather Group, Llc. 88
Commerce Bank 88
NEOS Investment Management LLC 88
BRACX - Blackrock Allocation Target Shares - Bats Series C 88
Samlyn Capital, Llc 88
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 88
Convergence Investment Partners, LLC 87
Optimum Investment Advisors 87
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 87
Kemnay Advisory Services Inc. 87
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 87
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 87
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 87
Hm Payson & Co 87
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 87
Absolute Return Capital, LLC 87
Trust Co Of Vermont 87
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 87
Sanctuary Wealth Advisors, LLC 87
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 87
Denver Investment Advisors Llc 87
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 87
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 87
Baystate Wealth Management LLC 87
Ontario Teachers Pension Plan Board 86
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 86
Arrowgrass Capital Partners (us) Lp 86
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 86
Baker Avenue Asset Management, LP 86
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 86
CVI Investments, Inc. 86
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 86
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 86
Oppenheimer Etf Trust 86
Texas Permanent School Fund 86
Fieldpoint Private Securities, LLC 86
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 86
Financial Advocates Investment Management 86
Trustcore Financial Services, Llc 86
Perigon Wealth Management, LLC 86
Neo Ivy Capital Management 86
Vident Advisory, LLC 85
Avantax Advisory Services, Inc. 85
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 85
LS Investment Advisors, LLC 85
Parkwood LLC 85
Seven Fleet Capital Management LP 85
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 85
Clough Capital Partners L P 85
Advisor Resource Council 85
Highlander Capital Management, LLC 85
Symphony Asset Management Llc 85
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 85
Brookfield Asset Management Inc. 85
Evercore Wealth Management, LLC 85
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 85
San Francisco Sentry Investment Group (ca) 85
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 85
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 85
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 85
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 85
Tsfg, Llc 85
Banco Bilbao Vizcaya Argentaria, S.a. 85
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 85
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 85
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 85
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 85
Duality Advisers, Lp 85
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 85
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 84
Sargent Bickham Lagudis LLC 84
Harvest Investment Services, LLC 84
Inceptionr Llc 84
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 84
World Asset Management Inc 84
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 84
Lsv Asset Management 84
First Horizon Corp 84
Intracoastal Capital, Llc 84
Integrated Wealth Management 84
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 84
Axiom Investment Management LLC 84
Advanced Series Trust - Ast Small-cap Value Portfolio 84
Capstone Asset Management Co 84
Jackson Creek Investment Advisors LLC 83
Scotia Capital Inc. 83
FDx Advisors, Inc. 83
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 83
Frazier Life Sciences Management, L.P. 83
Samsara BioCapital, LLC 83
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 83
Johnson Financial Group, Inc. 83
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 83
Piper Sandler & Co. 83
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 83
Marquette Asset Management, LLC 83
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 83
ORG Partners LLC 83
Pine River Capital Management L.P. 83
National Planning Corp 83
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 83
Merit Financial Group, LLC 83
Evolution Wealth Advisors, LLC 82
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 82
Tyers Asset Management LLC 82
Commonwealth Bank Of Australia 82
Profunds - Profund Vp Pharmaceuticals 82
Knight Capital Group, Inc. 82
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 82
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 82
Arkadios Wealth Advisors 82
Delpha Capital Management, Llc 82
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 82
Granite Investment Partners, LLC 82
Kore Private Wealth LLC 82
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 82
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 82
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 82
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 82
Vanguard Horizon Funds 82
Lisanti Capital Growth, LLC 81
Systematic Financial Management Lp 81
Highland Capital Management Fund Advisors, L.p. 81
GIMFX - GMO TRUST - GMO Implementation Fund 81
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 81
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 81
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 81
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 81
Deltec Asset Management Llc 81
Westchester Capital Management, LLC 81
Torno Capital, Llc 81
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 81
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 81
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 81
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 81
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 81
Freestone Capital Holdings, LLC 81
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 80
Frontier Capital Management Co Llc 80
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 80
Boston Advisors Llc 80
NEA Management Company, LLC 80
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class 80
WealthPLAN Partners, LLC 80
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 80
Gabelli Equity Trust Inc 80
Healthcare Value Capital, LLC 80
Rsm Us Wealth Management Llc 80
Novo Holdings A/S 80
Coppell Advisory Solutions LLC 80
Geduld E E 80
Tekla Healthcare Opportunities Fund 80
Advent Claymore Convertible Securities & Income Fund 80
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 80
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 80
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 80
AIGH Capital Management LLC 80
Paradigm Biocapital Advisors LP 80
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 80
Oaktree Capital Management Lp 80
Mint Tower Capital Management B.V. 80
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 80
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 80
Vantage Investment Advisors, LLC 79
Caisse De Depot Et Placement Du Quebec 79
Bb&t Securities, Llc 79
DC Investments Management, LLC 79
Moneta Group Investment Advisors Llc 79
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 79
Torren Management, LLC 79
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 79
Cim Investment Mangement Inc 79
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 79
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 79
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 79
Capital Analysts, Inc. 79
Atria Wealth Solutions, Inc. 79
ACT Capital Management, LLLP 79
Simplify Asset Management Inc. 79
Alpha DNA Investment Management LLC 79
Flinton Capital Management LLC 79
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 79
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 79
RBF Capital, LLC 78
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 78
Innealta Capital, Llc 78
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 78
Montag A & Associates Inc 78
Bartlett & Co. LLC 78
M&g Investment Management Ltd 78
Everence Capital Management Inc 78
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 78
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 78
Kistler-Tiffany Companies, LLC 78
Smithfield Trust Co 78
Wall Street Associates 78
Delaware Management Holdings, Inc. 78
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 78
BNP Paribas Investment Partners S.A. 78
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF 78
Hollencrest Capital Management 78
Yousif Capital Management, Llc 78
SOUTH STATE Corp 78
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 78
Wilbanks Smith & Thomas Asset Management Llc 78
Capital International Investors 78
Golden State Equity Partners 78
Coastal Investment Advisors, Inc. 78
Continuum Advisory, LLC 77
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 77
Bleakley Financial Group, LLC 77
CVA Family Office, LLC 77
TFC Financial Management 77
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares 77
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 77
Navellier & Associates Inc 77
Apollon Wealth Management, LLC 77
AHL Partners LLP 77
Integrated Core Strategies (us) Llc 77
Waddell & Reed Financial Inc 77
Marathon Trading Investment Management LLC 77
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 77
Utah Retirement Systems 77
VVSCX - VALIC Co I - Small Cap Value Fund 77
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 77
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 77
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 77
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 77
UniSuper Management Pty Ltd 77
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 77
First Eagle Investment Management, LLC 77
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 76
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 76
Fuller & Thaler Asset Management, Inc. 76
Tcw Group Inc 76
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 76
Aristeia Capital Llc 76
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF 76
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 76
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 76
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 76
QCM Cayman, Ltd. 76
JPL Wealth Management, LLC 76
Tema Etfs Llc 76
Glen Eagle Advisors, LLC 76
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 76
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 76
Regal Investment Advisors LLC 76
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 76
Capital Investment Advisory Services, LLC 76
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 76
Franklin Street Advisors Inc /nc 76
PenderFund Capital Management Ltd. 76
Mark Sheptoff Financial Planning, Llc 76
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 76
CenterBook Partners LP 76
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 76
Signet Financial Management, Llc 76
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 75
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 75
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 75
Salomon & Ludwin, LLC 75
Hartford Financial Management Inc. 75
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 75
Level Four Advisory Services, Llc 75
Northern Trust Co Of Connecticut 75
Associated Banc-corp 75
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 75
HealthInvest Partners AB 75
Bluefin Capital Management, Llc 75
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class 75
Karp Capital Management Corp 75
Maryland State Retirement & Pension System 75
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 75
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 75
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 75
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 75
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 75
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 75
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 75
Eagle Bay Advisors LLC 75
Abel Hall, LLC 75
MCF Advisors LLC 75
Edgestream Partners, L.P. 75
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 75
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 75
Hartford Series Fund Inc 75
Zimmer Partners, LP 75
Ghisallo Capital Management LLC 74
Steward Financial Group LLC 74
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 74
Westpac Banking Corp 74
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 74
Allianzgi Diversified Income & Convertible Fund 74
Cary Street Partner Investment Advisory Llc 74
Silvercrest Asset Management Group Llc 74
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 74
GPS Wealth Strategies Group, LLC 74
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF 74
RMB Capital Management, LLC 74
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 74
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 74
Endurance Wealth Management, Inc. 74
Analytic Investors, LLC 74
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 74
Lenox Wealth Advisors, LLC 74
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 74
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 74
Washington Trust Bank 74
Kingsview Wealth Management, LLC 74
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 74
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 74
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 74
Sanders Morris Harris Llc 74
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 74
Calamos Global Dynamic Income Fund 74
361 Capital Llc 74
Municipal Employees' Retirement System of Michigan 74
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 74
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 73
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 73
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 73
Illinois Municipal Retirement Fund 73
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 73
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 73
Bartlett & Co. Wealth Management Llc 73
Peregrine Capital Management Llc 73
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 73
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 73
Cornerstone Financial Management LLC 73
Clough Global Opportunities Fund 73
Sivik Global Healthcare LLC 73
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 73
Cheyne Capital Management (UK) LLP 73
TimesSquare Capital Management, LLC 73
GW&K Investment Management, LLC 73
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 73
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 73
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF 73
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 73
Pitcairn Co 73
Boston Partners 73
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 73
BBP - ETFis Series Trust I - Virtus LifeSci Biotech Products ETF 73
Pale Fire Capital SE 73
GV Financial Advisors 73
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 73
Fiduciary Trust Co 72
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 72
Covington Capital Management 72
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 72
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 72
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 72
Calton & Associates, Inc. 72
Global X Management CO LLC 72
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 72
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 72
Agf Investments Inc. 72
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 72
Tcwp Llc 72
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 72
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 72
APG Asset Management N.V. 72
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 72
GHP Investment Advisors, Inc. 72
Ionic Capital Management LLC 72
NinePointTwo Capital 72
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 72
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 72
BTG Pactual Global Asset Management Ltd 71
Summit Global Investments 71
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 71
Kazazian Asset Management, LLC 71
Washington Trust Advisors, Inc. 71
Bridgewater Associates, LP 71
Dana Investment Advisors, Inc. 71
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 71
Sector Gamma As 71
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 71
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 71
First Citizens Bank & Trust Co 71
Brookstone Capital Management 71
Ingalls & Snyder Llc 71
Mckinley Capital Management Llc /delaware 71
CQS Cayman LP 71
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 71
MARSHALL WACE ASIA Ltd 71
Tradition Wealth Management, LLC 71
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 71
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 71
First Midwest Bank Trust Division 71
Longfellow Investment Management Co Llc 71
Delphia (USA) Inc. 71
Allstate Corp 71
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 71
Cowen Prime Services LLC 71
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 71
Csenge Advisory Group 71
Stone House Investment Management, LLC 71
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 71
BerganKDV Wealth Management, LLC 71
Lombard Odier Asset Management (Switzerland) SA 71
Capital Impact Advisors, LLC 71
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 71
Front Row Advisors LLC 71
Simon Quick Advisors, Llc 71
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 70
Formidable Asset Management, LLC 70
Westside Investment Management, Inc. 70
Carolinas Wealth Consulting Llc 70
Western Wealth Management, LLC 70
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 70
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 70
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 70
CTC Alternative Strategies, Ltd. 70
EP Wealth Advisors, Inc. 70
Guardian Wealth Advisors, LLC 70
Forum Funds 70
Peak6 Llc 70
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 70
Sutton Wealth Advisors Inc. 70
Prime Capital Investment Advisors, LLC 70
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 70
Key FInancial Inc 70
WPG Advisers, LLC 70
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 70
Baillie Gifford & Co 70
Beacon Pointe Advisors, LLC 70
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 70
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 70
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 70
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 70
Kestra Private Wealth Services, Llc 70
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 70
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 69
Aspire Private Capital, LLC 69
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 69
Intellectus Partners, LLC 69
South Dakota Investment Council 69
PSP Research LLC 69
Senzar Asset Management, Llc 69
QVT Financial LP 69
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 69
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 69
Eagle Global Advisors Llc 69
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 69
XR Securities LLC 69
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 69
Hexagon Capital Partners LLC 69
ICA Group Wealth Management, LLC 69
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 69
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 69
Ballentine Partners, LLC 69
Rosalind Advisors, Inc. 69
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 69
Stevens First Principles Investment Advisors 69
Menta Capital Llc 69
Jaffetilchin Investment Partners, LLC 69
Sei Trust Co 69
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 69
McAdam, LLC 69
Beaird Harris Wealth Management, LLC 69
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 69
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 69
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 69
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 69
Geneva Advisors, LLC 68
Sheaff Brock Investment Advisors, LLC 68
AJOVista, LLC 68
Bellevue Asset Management AG 68
Verus Capital Partners, Llc 68
Emory University 68
Gladius Capital Management LP 68
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 68
Checchi Capital Advisers, LLC 68
Bfsg, Llc 68
Brighton Jones Llc 68
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 68
Wedge Capital Management L L P/nc 68
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 68
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 68
Levin Capital Strategies, L.p. 68
Rialto Wealth Management, LLC 68
Clinton Group Inc 68
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 68
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 68
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 68
tru Independence LLC 68
Inspire Advisors, LLC 68
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 67
Kynam Capital Management, LP 67
VTL Associates, LLC 67
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 67
Gupta Wealth Management LLC 67
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 67
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 67
Tradeworx Inc. 67
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 67
Bridger Management, Llc 67
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 67
Pier Capital, LLC 67
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 67
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 67
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 67
AdvisorShares Investments LLC 67
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 67
James Investment Research Inc 67
Banque Transatlantique SA 67
Neuburgh Advisers LLC 67
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 67
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 67
Clearline Capital LP 67
Townsquare Capital Llc 67
State Of Michigan Retirement System 67
Crawford Lake Capital Management, LLC 67
Point72 Europe (London) LLP 67
FundVantage Trust - Verplanck Balanced Fund 67
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 66
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 66
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 66
Shaolin Capital Management LLC 66
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 66
PFG Investments, LLC 66
Abound Wealth Management 66
Qs Batterymarch Financial Management, Inc 66
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 66
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 66
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 66
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 66
Ropes Wealth Advisors Llc 66
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 66
Turner Funds 66
Ausdal Financial Partners, Inc. 66
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 66
LRI Investments, LLC 66
Zweig-DiMenna Associates LLC 66
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 66
Johnson Investment Counsel Inc 66
CNCR - ETF Series Solutions - Loncar Cancer Immunotherapy ETF 66
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 66
Hudock, Inc. 66
Carillon Tower Advisers, Inc. 66
Green Arrow Capital Management Llc 66
Alpine Woods Capital Investors, Llc 66
Loeb Offshore Management LP 66
Societe Generale 66
Apriem Advisors 66
Harvest Fund Management Co., Ltd 66
TRANSAMERICA FUNDS - Transamerica Core Bond I2 65
Gardner Lewis Asset Management L P 65
Hillhouse Capital Advisors, Ltd. 65
Calamos Convertible & High Income Fund 65
IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF 65
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 65
Disciplined Investments, LLC 65
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 65
Bollard Group LLC 65
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 65
Independent Portfolio Consultants, Inc. 65
Fifth Lane Capital, Lp 65
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 65
Northeast Financial Consultants Inc 65
Shelton Capital Management 65
Tourbillon Capital Partners, L.P. 65
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 65
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 65
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 65
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 65
Advisors Preferred, LLC 65
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 65
Tokio Marine Asset Management Co Ltd 65
People's United Financial, Inc. 65
Schonfeld Group Holdings LLC 65
Basso Capital Management, L.p. 65
Calamos Dynamic Convertible & Income Fund 65
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 65
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 65
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 65
Matarin Capital Management, LLC 65
Calamos Convertible Opportunities & Income Fund 65
Price Capital Management, Inc. 65
Brinker Capital Inc 65
Beryl Capital Management LLC 64
Regentatlantic Capital Llc 64
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 64
Hood River Capital Management LLC 64
Ethic Inc. 64
VCAAX - VALIC Co I - Asset Allocation Fund 64
Vestmark Advisory Solutions, Inc. 64
Capital Guardian Trust Co 64
Cape Investment Advisory, Inc. 64
Wetherby Asset Management Inc 64
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 64
HighPoint Advisor Group LLC 64
Evergreen Capital Management Llc 64
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 64
TCG Crossover Management, LLC 64
Lee Financial Co 64
Hartford Investment Management Co 64
Joel Isaacson & Co., LLC 64
WASHINGTON TRUST Co 64
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 64
Glg Llc 64
Silverback Asset Management Llc 64
Hikari Power Ltd 64
Clough Global Equity Fund 64
Wolff Wiese Magana Llc 64
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 64
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 64
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 64
Mariner Investment Group Llc 63
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 63
E. Ohman J:or Asset Management AB 63
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 63
Wesbanco Bank Inc 63
Magee Thomson Investment Partners Llc 63
Dynamic Technology Lab Pte Ltd 63
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 63
Knights of Columbus Asset Advisors LLC 63
J.w. Cole Advisors, Inc. 63
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 63
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 63
SHP Wealth Management 63
Janney Capital Management LLC 63
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 63
Zions Bancorporation, N.A. 63
Casdin Capital, LLC 63
Mitsubishi UFJ Trust & Banking Corp 63
Mosaic Family Wealth, LLC 63
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 63
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 63
Alkeon Capital Management Llc 63
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 63
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 63
Lion Point Capital, LP 62
Wiley Bros.-aintree Capital, Llc 62
Bellevue Asset Management, Llc 62
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 62
JW Asset Management, LLC 62
Bourgeon Capital Management Llc 62
Archer Investment Corp 62
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 62
Horizon Investments, LLC 62
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 62
Index Management Solutions, LLC 62
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 62
Liberty Wealth Management Llc 62
Nan Fung Group Holdings Ltd 62
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 62
Graticule Asia Macro Advisors LLC 62
QCVAX - Clearwater Investment Trust - Clearwater International Fund 62
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 62
USA Financial Portformulas Corp 62
JJJ Advisors Inc. 62
Newtyn Management, LLC 62
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 62
HBK Sorce Advisory LLC 62
Schubert & Co 62
Rothschild Asset Management Inc 62
Sterling Investment Advisors, Ltd. 62
Dunhill Financial, LLC 62
Ritholtz Wealth Management 62
Phoenix Holdings Ltd. 62
Penn Capital Management Co Inc 62
Oak Ridge Investments Llc 62
Bardin Hill Management Partners Lp 62
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 61
GeoWealth Management, LLC 61
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 61
Eudaimonia Partners, LLC 61
Red Tortoise LLC 61
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 61
Venture Visionary Partners LLC 61
Frontier Wealth Management LLC 61
Paulson & Co. Inc. 61
Capital Asset Advisory Services LLC 61
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 61
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 61
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 61
Foundry Partners, LLC 61
Vivaldi Asset Management, LLC 61
CenterStar Asset Management, LLC 61
Pacific Alternative Asset Management Company, Llc 61
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 61
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 61
Zeke Capital Advisors, Llc 61
Column Capital Advisors, LLC 61
Atlas Capital Advisors Llc 61
Wealthcare Capital Management Llc 61
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 61
Winch Advisory Services, LLC 61
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 61
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 61
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 61
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 61
Contravisory Investment Management, Inc. 61
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 61
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 61
STXK - EA Series Trust - Strive Small-Cap ETF 61
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 61
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 61
Havens Advisors Llc 61
Baldwin Brothers Inc/ma 61
Private Capital Advisors, Inc. 61
Rational Advisors Llc 61
Rathbone Brothers plc 61
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 61
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 61
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 61
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 61
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 61
Gerber Kawasaki Wealth & Investment Management 61
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 60
Park Place Capital Corp 60
Boulder Hill Capital Management Lp 60
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 60
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 60
Interchange Capital Partners, LLC 60
Strategic Wealth Partners, Ltd. 60
Financial Management Professionals, Inc. 60
Bedel Financial Consulting, Inc. 60
J.Safra Asset Management Corp 60
Vantage Consulting Group Inc 60
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 60
Kilter Group LLC 60
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 60
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 60
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 60
Elequin Capital Lp 60
Rockefeller Financial Services Inc 60
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 60
Zebra Capital Management LLC 60
Taconic Capital Advisors LP 60
AIEQ - ETF Managers Trust - AI Powered Equity ETF 60
I.g. Investment Management, Ltd. 60
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 60
Bayforest Capital Ltd 60
Capital Research Global Investors 60
One68 Global Capital, LLC 60
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 60
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 60
Duquesne Family Office LLC 60
Rossby Financial, LCC 60
Investors Research Corp 60
L & S Advisors Inc 60
Periscope Capital Inc. 60
Rangeley Capital, LLC 59
Pallas Capital Advisors LLC 59
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 59
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 59
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 59
Zions Bancorporation, National Association /ut/ 59
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 59
Angelo Gordon & Co., L.p. 59
Sig Brokerage, Lp 59
AXA Investment Managers S.A. 59
Highland Capital Management, Llc 59
Kovack Advisors, Inc. 59
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 59
Meitav Dash Investments Ltd 59
Magnus Financial Group LLC 59
Balentine LLC 59
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 59
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 59
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 59
Tang Capital Partners Lp 59
Axiom International Investors Llc /de 59
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 59
SIH Partners, LLLP 59
Harvest Group Wealth Management, Llc 59
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 59
Boxer Capital Management, LLC 59
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 59
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 59
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 59
Paces Ferry Wealth Advisors, Llc 59
Atlantic Union Bankshares Corp 59
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 59
Nvwm, Llc 59
Coastal Capital Group, Inc. 58
Castle Creek Arbitrage, LLC 58
Clough Global Dividend & Income Fund 58
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 58
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 58
Phocas Financial Corp. 58
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 58
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 58
Barings Llc 58
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 58
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 58
Fortaleza Asset Management Inc/ 58
Wasatch Advisors Inc 58
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 58
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 58
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 58
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 58
Murchinson Ltd. 58
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 58
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 58
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 58
Old Mutual Global Investors (UK) Ltd. 58
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 58
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 58
Earnest Partners Llc 58
Arete Wealth Advisors, LLC 58
Eaton Vance Ltd Duration Income Fund 58
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 57
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 57
First Turn Management, LLC 57
Next Financial Holdings 57
Oakworth Capital, Inc. 57
PENN SERIES FUNDS INC - Small Cap Growth Fund 57
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 57
Cassady Schiller Wealth Management, LLC 57
Simplicity Wealth,LLC 57
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 57
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 57
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 57
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 57
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 57
Concurrent Investment Advisors, LLC 57
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 57
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 57
Kapitalo Investimentos Ltda 57
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A 57
Berkley W R Corp 57
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 57
Cornerstone Wealth Management, LLC 57
Brookside Capital Management Llc 57
Prudential Plc 57
Mach-1 Financial Group, Inc. 57
Icon Advisers Inc/co 57
Knoll Capital Management, LLC 57
Personal Cfo Solutions, Llc 57
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 57
CM Management, LLC 57
Invesco Bond Fund 57
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 57
Private Ocean, LLC 57
Traynor Capital Management, Inc. 57
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 57
Vigilant Capital Management, LLC 57
Apis Capital Advisors, LLC 57
Allianzgi Equity & Convertible Income Fund 56
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 56
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 56
Stonebridge Capital Advisors LLC 56
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 56
Cupps Capital Management, LLC 56
Ashton Thomas Private Wealth, LLC 56
JS Capital Management LLC 56
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 56
Wealthfront Inc 56
IBM Retirement Fund 56
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 56
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 56
Kelly Financial Services LLC 56
Irish Life Investment Managers Ltd. 56
Calvert Investment Management, Inc. 56
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 56
Timber Hill LLC 56
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 56
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 56
Syon Capital Llc 56
Baird Robert W & Co Inc /wi/ 56
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 56
Hemington Wealth Management 56
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 56
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 56
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 56
Veriti Management LLC 56
Korea Investment CORP 56
Wealth Preservation Advisors, LLC 56
Impact Partnership Wealth, LLC 56
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 56
Atlantic Trust, LLC 56
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 56
Wilmington Funds Management Corp 56
Cedar Mountain Advisors, LLC 56
Tompkins Financial Corp 56
Chevy Chase Trust Holdings, Inc. 56
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 56
YorkBridge Wealth Partners, LLC 56
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 56
CNB Bank 56
Warren Averett Asset Management, LLC 56
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 56
Glenmede Investment Management, LP 56
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 56
Connor Clark & Lunn Investment Management Ltd 56
BI Asset Management Fondsmaeglerselskab A/S 56
Winton Diversified Opportunities Fund 56
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 55
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 55
Retirement Group, LLC 55
Caxton Associates Llp 55
RMR Wealth Builders 55
Park Avenue Securities Llc 55
Riverview Trust Co 55
Piermont Capital Management LLC 55
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 55
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 55
Mv Capital Management, Inc. 55
Palumbo Wealth Management LLC 55
Frazier Financial Advisors, LLC 55
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 55
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 55
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 55
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 55
Polymer Capital Management (US) LLC 55
Yorktown Management & Research Co Inc 55
Equitec Specialists, Llc 55
Forward Management, LLC 55
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 55
Enlightenment Research, LLC 55
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 55
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 55
Treasurer of the State of North Carolina 55
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 55
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 55
Rothschild Investment Corp /il 55
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 55
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 55
Mesirow Financial Investment Management, Inc. 55
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 55
Fernwood Investment Management, LLC 55
Dai-ichi Life Holdings, Inc. 55
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 55
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 55
Motiv8 Investments LLC 55
Nuveen Nasdaq 100 Dynamic Overwrite Fund 55
Rs Investment Management Co Llc 55
SevenBridge Financial Group, LLC 54
Opera Trading Capital 54
HB Wealth Management, LLC 54
Sit Investment Associates Inc 54
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 54
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 54
Royce Value Trust Inc 54
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 54
Redwood Wealth Management Group, LLC 54
Polygon Management Ltd. 54
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 54
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 54
Old National Bancorp /in/ 54
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 54
Calamos Strategic Total Return Fund 54
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 54
Verdad Advisers, LP 54
Sugarloaf Wealth Management, LLC 54
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 54
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 54
Avestar Capital, LLC 54
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 54
Jump Trading, Llc 54
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 54
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 54
TRUE Private Wealth Advisors 54
Raleigh Capital Management Inc. 54
EBI - RBB Fund Trust - Longview Advantage ETF 54
Carmichael Hill & Associates, Inc. 54
Planning Capital Management Corp 54
Family Management Corp 54
New England Securities Corp /MA/ 54
Annis Gardner Whiting Capital Advisors, LLC 54
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 53
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 53
Certified Advisory Corp 53
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 53
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 53
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 53
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 53
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 53
Groupe la Francaise 53
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 53
Usca Ria Llc 53
IMA Wealth, Inc. 53
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund 53
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 53
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 53
Kavar Capital Partners, LLC 53
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 53
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 53
Mazama Capital Management Inc 53
Privium Fund Management B.V. 53
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 53
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 53
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 53
Chicago Capital Management, LLC 53
Trellus Management Company, LLC 53
Castleview Partners, Llc 53
Cookson Peirce & Co Inc 53
Hall Laurie J Trustee 53
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 53
Vermillion Wealth Management, Inc. 52
Laurel Wealth Advisors LLC 52
Financial Counselors Inc 52
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 52
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 52
Atwood & Palmer Inc 52
WealthTrust-Arizona, LLC 52
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 52
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 52
Cadian Capital Management, Lp 52
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 52
Gladstone Institutional Advisory LLC 52
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 52
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 52
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 52
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 52
Bay Harbor Wealth Management, LLC 52
Princeton Global Asset Management LLC 52
Twin Securities, Inc. 52
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 52
Cordant, Inc. 52
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 52
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 52
R&F Capital Advisors LP 52
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 52
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 52
Cannon Global Investment Management, LLC 52
Spot Trading L.l.c. 52
Senator Investment Group LP 52
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 52
Swedbank AB 52
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 52
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 52
Ziegler Capital Management, LLC 52
Motco 52
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 52
NewEdge Wealth, LLC 52
Santa Fe Partners LLC 52
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 52
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 52
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 52
Founders Financial Alliance, LLC 52
King Wealth 52
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 52
Vise Technologies, Inc. 52
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 52
Pinkerton Retirement Specialists, LLC 52
Crestwood Advisors Group LLC 52
Primecap Management Co/ca/ 52
Buckingham Strategic Partners 52
Tri-continental Corp 52
McIlrath & Eck, LLC 52
GERM - ETF Managers Trust - ETFMG Treatments, Testing and Advancements ETF 51
E Fund Management (Hong Kong) Co., Ltd. 51
F/M Investments LLC 51
Founders Capital Management 51
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 51
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 51
Henshaw Capital LLC 51
Meridian Wealth Management, LLC 51
Azzad Asset Management Inc /adv 51
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 51
Columbia Partners L L C Investment Management 51
DiNuzzo Private Wealth, Inc. 51
DCF Advisers, LLC 51
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 51
Eastern Bank 51
Cambria Investment Management, L.P. 51
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 51
King Luther Capital Management Corp 51
Community Bank, N.A. 51
Grove Bank & Trust 51
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 51
AGF Investments LLC 51
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 51
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 51
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 51
Investors Capital Advisory Services 51
Pittenger & Anderson Inc 51
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 51
Bb Biotech Ag 51
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 51
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 51
CX Institutional 51
Tejara Capital Ltd 51
JGP Global Gestao de Recursos Ltda. 51
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 51
Fairmount Funds Management LLC 51
Campbell Multi-strategy Trust 51
Wcm Investment Management, Llc 51
Bb&t Investment Services, Inc. 51
Royal London Asset Management Ltd 51
DAACX - Adviser Managed Trust - Diversified Equity Fund 51
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 51
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 51
MUFG Securities EMEA plc 51
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 51
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 50
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 50
Fieldview Capital Management, LLC 50
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 50
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 50
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 50
Calamos Wealth Management LLC 50
Mendota Financial Group, LLC 50
One Wealth Advisors, LLC 50
Claraphi Advisory Network, LLC 50
Emerald Investment Partners, Llc 50
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 50
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 50
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 50
Centerpoint Advisors, LLC 50
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 50
Procyon Private Wealth Partners, LLC 50
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 50
Myriad Asset Management Ltd. 50
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 50
MERVX - MERGER FUND VL - The Merger Fund VL 50
Claro Advisors LLC 50
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 50
Northwest & Ethical Investments L.P. 50
Camarda Financial Advisors, LLC 50
Andra AP-fonden 50
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 50
Wagner Wealth Management, Llc 50
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 50
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 50
Marketocracy Funds 50
Ellsworth Growth & Income Fund Ltd 50
Childress Capital Advisors, Llc 50
Moisand Fitzgerald Tamayo, LLC 50
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 50
Wealth Quarterback LLC 50
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 50
Thurston, Springer, Miller, Herd & Titak, Inc. 50
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 50
Lombard Odier Asset Management (Europe) Ltd 50
PSI Advisors, LLC 50
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 50
Boston Private Bank & Trust Co 50
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 50
Empyrean Capital Partners, LP 50
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 50
Coastal Bridge Advisors, LLC 49
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 49
Osterweis Capital Management Inc 49
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 49
NINE MASTS CAPITAL Ltd 49
Sciencast Management LP 49
Catapult Capital Management Llc 49
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 49
Burney Co/ 49
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 49
Cigna Investments Inc /new 49
Burkehill Global Management, LP 49
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 49
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 49
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 49
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 49
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 49
Oberweis Asset Management Inc/ 49
Sarissa Capital Management LP 49
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 49
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 49
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 49
Livforsakringsbolaget Skandia, Omsesidigt 49
Monaco Asset Management SAM 49
Retirement Systems of Alabama 49
Nwam Llc 49
Adviser Investments LLC 49
Agf Management Ltd 49
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 49
Blackrock Core Bond Trust 49
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 49
VHCP Management II, LLC 49
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 49
NatWest Group plc 49
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 49
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 49
Altfest L J & Co Inc 49
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 49
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 49
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 49
Cornerstone Advisory, LLC 49
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 48
CT Financial Advisors LLC 48
Anfield Capital Management, LLC 48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 48
Stone Ridge Asset Management LLC 48
Atlas Private Wealth Advisors 48
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 48
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 48
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 48
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 48
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 48
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 48
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 48
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 48
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 48
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 48
Anchor Investment Management, LLC 48
Dynamic Advisor Solutions LLC 48
Global Wealth Management Investment Advisory, Inc. 48
Psagot Value Holdings Ltd. / (Israel) 48
Greenleaf Trust 48
Bowling Portfolio Management LLC 48
Ameriflex Group, Inc. 48
Winfield Associates, Inc. 48
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 48
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 48
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 48
BFOR - ALPS ETF Trust - Barron's 400 ETF 48
Calamos Global Total Return Fund 48
Heritage Wealth Advisors 48
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 48
Integrated Quantitative Investments LLC 48
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 48
Zazove Associates Llc 48
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 48
Shine Investment Advisory Services Inc 48
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 48
Private Advisors, LLC 48
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 48
Premier Asset Management Llc 48
WealthCollab, LLC 48
Westport Resources Management Inc 48
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 48
BML Capital Management, LLC 48
Byrne Asset Management LLC 48
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 48
Putnam Master Intermediate Income Trust 48
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 48
Financial Consulate, Inc 48
Aventura Private Wealth, LLC 48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 48
Caxton Corp 48
Flow Traders U.s. Llc 48
Cordasco Financial Network 48
Global Financial Private Client, LLC 48
STFBX - Advisers Investment Trust - State Farm Balanced Fund 48
Lynx1 Capital Management LP 48
Strategic Investment Management, Llc 48
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 48
Aaron Wealth Advisors LLC 48
Rivernorth Opportunities Fund, Inc. 48
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 48
Accurate Wealth Management, LLC 48
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 47
Suffolk Capital Management Llc 47
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 47
Fortress Investment Group LLC 47
Ironwood Financial, llc 47
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 47
University Of Texas/texas Am Investment Managment Co 47
WR Wealth Planners, LLC 47
Grimes & Company, Inc. 47
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 47
Opti Capital Management, Lp 47
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 47
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 47
Portolan Capital Management, LLC 47
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 47
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 47
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 47
Shapiro Robert N 47
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 47
Putnam Premier Income Trust 47
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 47
EFG International AG 47
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 47
Capital Bank & Trust Co 47
Archford Capital Strategies, LLC 47
Gideon Capital Advisors, Inc. 47
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 47
Trust Department Mb Financial Bank N A 47
Old Point Trust & Financial Services N A 47
Triumph Capital Management 47
Oliver Lagore Vanvalin Investment Group 47
ARK Investment Management LLC 47
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 47
Bancroft Fund Ltd 47
Burt Wealth Advisors 47
Icon Wealth Partners, LLC 47
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 47
Cloud Capital Management, LLC 47
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 47
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 47
Intrust Bank Na 47
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 47
Cna Financial Corp 47
Rivernorth Capital Management, Llc 47
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 47
Buckingham Strategic Wealth, Llc 46
Adamant Biomedical Investments AG 46
Clean Yield Group 46
Sumitomo Mitsui DS Asset Management Company, Ltd 46
Qrg Capital Management, Inc. 46
Amplius Wealth Advisors, LLC 46
City National Bank 46
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 46
VVSGX - VALIC Co I - Small Cap Growth Fund 46
Lmcg Investments, Llc 46
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 46
Financial Perspectives, Inc 46
Vectors Research Management, LLC 46
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 46
Householder Group Estate & Retirement Specialist, LLC 46
Arden Investment Series Trust 46
WUSAX - WANGER ADVISORS TRUST - Wanger USA 46
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 46
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 46
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 46
IWB - iSHARES TRUST - iShares Russell 1000 ETF 46
Saturn V Capital Management LLC 46
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 46
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 46
Camden Capital, LLC 46
Fjarde Ap-fonden /fourth Swedish National Pension Fund 46
Profunds - Profund Vp Health Care 46
M Holdings Securities, Inc. 46
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 46
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 46
Cannell Peter B & Co Inc 46
Carmignac Gestion 46
SkyView Investment Advisors, LLC 46
Krensavage Asset Management, LLC 46
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 46
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 46
Blue Owl Capital Holdings LP 46
Jabre Capital Partners S.A. 46
Moloney Securities Asset Management, LLC 46
SOA Wealth Advisors, LLC. 46
RFG Advisory, LLC 46
Liberty Mutual Group Asset Management Inc. 46
Zions Bancorporation 46
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 46
Adage Capital Management, L.P. 46
Underlying Funds Trust 46
Girard Partners Ltd. 46
Brandes Investment Partners, Lp 46
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 46
Cornerstone Investment Partners, LLC 46
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 46
Petrus Trust Company, LTA 46
Iridian Asset Management Llc/ct 46
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 46
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 46
S. Muoio & Co. Llc 45
Oracle Investment Management Inc 45
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 45
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 45
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 45
Echo Street Capital Management LLC 45
Kings Point Capital Management 45
Comerica Securities,inc. 45
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 45
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 45
Old Mutual Customised Solutions (proprietary) Ltd 45
Cutter & CO Brokerage, Inc. 45
Van Hulzen Asset Management, LLC 45
P Schoenfeld Asset Management Lp 45
Argent Trust Co 45
Quilter Plc 45
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 45
Perkins Capital Management Inc 45
Cribstone Capital Management, LLC 45
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 45
Integrated Investment Consultants, LLC 45
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 45
William Blair Investment Management, Llc 45
Providence Capital Advisors, LLC 45
Chilton Capital Management Llc 45
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 45
Kovitz Investment Group Partners, LLC 45
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 45
Congress Asset Management Co /ma 45
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 45
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 45
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 45
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 45
OP Asset Management Ltd 45
Lincoln National Corp 45
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 45
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 45
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 45
Hilltop Holdings Inc. 45
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 45
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 45
Xtx Markets Llc 45
Rakuten Securities, Inc. 45
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 45
Harbour Capital Advisors, LLC 45
Woodstock Corp 45
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 45
Tyler-Stone Wealth Management 45
Sachetta, LLC 45
Dowling & Yahnke Llc 45
Envestnet Portfolio Solutions, Inc. 45
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 45
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 45
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 45
Callan Family Office, LLC 45
Regent Peak Wealth Advisors LLC 45
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 45
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 45
CWA Asset Management Group, LLC 45
Callan Capital, LLC 45
Wealthfront Advisers Llc 45
Vertex One Asset Management Inc. 45
AllSquare Wealth Management LLC 45
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 45
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 45
Private Wealth Asset Management, LLC 45
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 45
Brewin Dolphin Wealth Management Ltd 45
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 45
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 45
RXL - PROSHARES TRUST - ProShares Ultra Health Care 45
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 45
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 45
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 45
Transcend Wealth Collective, Llc 45
Privium Fund Management (UK) Ltd 45
Royal Fund Management, LLC 45
Folger Hill Asset Management LP 45
Gryphon Financial Partners LLC 44
B. Metzler seel. Sohn & Co. AG 44
Raymond James Trust N.a. 44
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 44
Weaver Consulting Group 44
Invictus RG Pte. Ltd. 44
McElhenny Sheffield Capital Management, LLC 44
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 44
Ledyard National Bank 44
U.S. Capital Wealth Advisors, LLC 44
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 44
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 44
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 44
Tamarack Advisers, LP 44
Quantessence Capital LLC 44
Royce Micro-cap Trust, Inc /md/ 44
Cambridge Trust Co 44
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 44
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 44
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 44
Bck Capital Management Lp 44
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 44
CPSIX - Unified Series Trust - Fci Bond Fund 44
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 44
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 44
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 44
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 44
Blume Capital Management, Inc. 44
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 44
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 44
Miracle Mile Advisors, LLC 44
IPG Investment Advisors LLC 44
DSC Advisors, L.P. 44
Exencial Wealth Advisors, Llc 44
Securian Asset Management, Inc 44
Fairfield, Bush & Co. 44
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 44
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 44
Albion Financial Group /ut 44
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 44
Harbourvest Partners Llc 44
Amici Capital, LLC 44
Costello Asset Management, INC 44
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 44
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 44
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 44
Cassaday & Co Wealth Management LLC 44
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 44
Advantage Advisers Xanthus Fund, L.l.c. 44
Reynolds Capital Management Llc 44
State of New Jersey Common Pension Fund A 44
Relative Value Fund 44
Barrett Asset Management, LLC 44
Signature Equity Partners, LLC 44
CenterStar Fund, LLC 43
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 43
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 43
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund 43
5AM Venture Management, LLC 43
Hl Financial Services Llc 43
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 43
Cutter Capital Management, LP 43
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 43
Able Wealth Management LLC 43
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 43
American Capital Advisory, LLC 43
Foresters Investment Management Company, Inc. 43
Darwin Global Management, Ltd. 43
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 43
Kanaly Trust Co 43
Williams Jones Wealth Management, LLC. 43
Kalos Management, Inc. 43
Dubuque Bank & Trust Co 43
Pensionmark Financial Group, Llc 43
Eurizon Capital SGR S.p.A. 43
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 43
1492 Capital Management LLC 43
Insight Capital Research & Management Inc 43
Ishara Investments LP 43
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 43
Colonial Trust Co / SC 43
Gabelli Convertible & Income Securities Fund Inc 43
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 43
Zrc Wealth Management, Llc 43
IBRN - iSHARES TRUST - iShares Neuroscience and Healthcare ETF 43
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 43
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 43
Measured Wealth Private Client Group, LLC 43
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 43
Alpha Paradigm Partners, LLC 43
Placemark Investments, Inc. 43
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 43
First Interstate Bank 43
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 43
Beck Bode, LLC 43
MQS Management LLC 43
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 43
Sandia Investment Management LP 43
Manchester Financial Inc 43
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 43
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 43
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 43
Sierra Ocean, Llc 43
Falcon Point Capital, Llc 43
Foresite Capital Management Iv, Llc 43
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 43
Pvg Asset Management Corp 43
Psagot Investment House Ltd. 43
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 43
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 43
Conning Inc. 43
Acap Strategic Fund 43
Harvey Capital Management Inc 43
Minichmacgregor Wealth Management, Llc 43
Blue Arrow Capital Management Llc 43
Corrado Advisors, Llc 43
Frazier Management Llc 43
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 43
Thornburg Investment Management Inc 43
Tema ETF Trust - Tema Oncology ETF 43
Capital International Inc /ca/ 42
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 42
Samalin Investment Counsel, LLC 42
West Oak Capital, LLC 42
City Holding Co 42
Change Path, LLC 42
VCBDX - VALIC Co I - Core Bond Fund 42
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 42
Savior LLC 42
Hoover Financial Advisors, Inc. 42
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF 42
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 42
Shinko Asset Management Co., Ltd. 42
Gulf International Bank (UK) Ltd 42
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 42
Peapack Gladstone Financial Corp 42
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 42
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 42
Allianzgi Convertible & Income Fund Ii 42
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 42
Allianzgi Convertible & Income Fund 42
Almanack Investment Partners, LLC. 42
RFP Financial Group LLC 42
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 42
Oppenheimer Variable Account Funds 42
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 42
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 42
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 42
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 42
Central Pacific Bank - Trust Division 42
Blackrock Credit Allocation Income Trust 42
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 42
Mutual Advisors, LLC 42
NN Investment Partners Holdings N.V. 42
Old Well Partners, LLC 42
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 42
Owl Creek Wealth Partners LLC 42
VCSBX - VALIC Co II - Strategic Bond Fund 42
Bp Plc 42
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 42
Trust For Advisor Solutions 42
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 42
Legacy Financial Advisors, Inc. 42
MEDI - Harbor ETF Trust - Harbor Health Care ETF 42
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 42
Alexandria Capital, LLC 42
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 42
Abingworth LLP 42
URTH - iShares, Inc. - iShares MSCI World ETF 42
Summit Partners Public Asset Management, Llc 42
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 42
Financial Synergies Wealth Advisors, Inc. 42
Roble, Belko & Company, Inc 42
PharVision Advisers, LLC 42
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 42
Fort Washington Investment Advisors Inc /oh/ 42
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 42
Executive Wealth Management, LLC 42
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 42
Dixon Hughes Goodman Wealth Advisors LLC 42
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 42
Duncker Streett & Co Inc 42
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 42
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 42
Greenwood Capital Associates Llc 42
Alera Investment Advisors, LLC 42
Brown Advisory Securities, LLC 42
CSat Investment Advisory, L.P. 42
Cipher Capital LP 42
CBIZ Investment Advisory Services, LLC 42
Country Trust Bank 42
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 42
Concert Wealth Management Inc. 42
Webster Bank, N. A. 42
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 41
Strategic Investment Solutions, Inc. /IL 41
Nemes Rush Group LLC 41
Caitlin John, LLC 41
Allostery Investments LP 41
Platform Technology Partners 41
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 41
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 41
VARCOV Co. 41
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF 41
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 41
Northwestern Mutual Investment Management Company, Llc 41
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 41
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 41
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 41
Pinnacle Financial Partners Inc 41
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 41
Clark Capital Management Group, Inc. 41
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 41
Blue Bell Private Wealth Management, Llc 41
Horan Securities, Inc. 41
TD Capital Management LLC 41
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 41
New Mexico Educational Retirement Board 41
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 41
WealthTrust Axiom LLC 41
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 41
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 41
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 41
Nuveen S&p 500 Dynamic Overwrite Fund 41
Bain Capital Life Sciences Investors, LLC 41
Verdence Capital Advisors LLC 41
Apex Capital Management 41
Kohlberg Kravis Roberts & Co. L.P. 41
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 41
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 41
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 41
Seizert Capital Partners, Llc 41
Strategic Blueprint, LLC 41
Melqart Asset Management (uk) Ltd 41
V Wealth Advisors LLC 41
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 41
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 41
Truewealth Llc 41
Trust Co 41
Urban Wealth Management, LLC 41
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 41
Handelsinvest Investeringsforvaltning 41
Iron Triangle Partners LP 41
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 41
American Research & Management Co. 41
Silphium Asset Management Ltd 41
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 41
Wetzel Investment Advisors, Inc. 41
Howard Hughes Medical Institute 41
Corient Capital Partners, LLC 41
American Funds Insurance Series 41
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 41
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 41
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 41
Hoxton Financial, Inc. 41
Pinnacle Bancorp, Inc. 41
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 41
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 41
Chase Investment Counsel Corp 41
Arcadia Investment Management Corp/mi 41
Profunds - Profund Vp Small-cap Value 41
SpiderRock Advisors, LLC 41
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 41
Laurel Wealth Advisors, Inc. 41
Lenox Wealth Management, Inc. 41
Parsons Capital Management Inc/ri 41
Smallcap World Fund Inc 41
Shanda Payment Holdings Ltd. 41
Filbrandt Wealth Management, LLC 41
Rock Creek Group, LP 41
Perella Weinberg Partners Capital Management LP 41
PFS Partners, LLC 41
First Capital Advisors Group, LLC. 41
Virtue Capital Management, LLC 41
Kellner Capital, LLC 41
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 41
BBVA USA Bancshares, Inc. 41
Hanson & Doremus Investment Management 41
Gofen & Glossberg Llc /il/ 41
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 41
Mascoma Wealth Management LLC 40
Hunting Hill Global Capital, LLC 40
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 40
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 40
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 40
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 40
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 40
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 40
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 40
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 40
Marxe Austin W & Greenhouse David M 40
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 40
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 40
Curio Wealth, Llc 40
Parkworth Wealth Management, Inc. 40
Horizon Kinetics LLC 40
Sun Life Financial Inc 40
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 40
Highline Wealth Partners Llc 40
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 40
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 40
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 40
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 40
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 40
Monetary Management Group Inc 40
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 40
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 40
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 40
Advisory Alpha, LLC 40
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 40
Polymer Capital Management (HK) LTD 40
Sheets Smith Wealth Management 40
First City Capital Management, Inc. 40
SVPIX - Profunds - Small-cap Value Profund Investor Class 40
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 40
Bbr Partners, Llc 40
Edmond De Rothschild (suisse) S.a. 40
Burrage Capital Management LLC 40
Colonial Trust Advisors 40
Tfo-tdc, Llc 40
Pinnacle Summer Investments, Inc. 40
Horizon Kinetics Asset Management Llc 40
B. Riley Financial, Inc. 40
Qtron Investments LLC 40
Gateway Investment Advisers Llc 40
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF 40
Radcliffe Capital Management, L.P. 40
Avalon Advisors, Llc 40
Jasper Ridge Partners, L.P. 40
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 40
Foundations Investment Advisors, LLC 40
American National Bank 40
Delta Asset Management Llc/tn 40
Silvant Capital Management LLC 40
Quotient Investors, LLC 40
Telemus Capital, Llc 40
New England Research & Management, Inc. 40
Game Plan Financial Advisors, LLC 40
Fulton Bank, N.a. 40
Vigilare Wealth Management 40
Bruderman Asset Management, LLC 40
Sigma Capital Management Llc 40
Kcm Investment Advisors Llc 40
Center for Financial Planning, Inc. 40
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 40
Clarus Wealth Advisors 40
Partnervest Advisory Services LLC 40
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 40
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 40
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 40
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 40
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 40
Virginia Retirement System 40
Axxcess Wealth Management, Llc 40
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 40
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 40
Beacon Capital Management, LLC 40
Gabelli Dividend & Income Trust 40
Williams Jones & Associates LLC 40
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 40
Governors Lane LP 40
EFG Asset Management (North America) Corp. 40
Forum Financial Management, LP 40
Ruggie Capital Group 40
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 40
Journey Strategic Wealth Llc 40
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 40
Blackrock Ltd Duration Income Trust 40
Confluence Wealth Services, Inc. 40
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 40
Global Trust Asset Management, LLC 40
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 40
American Financial Network Advisory Services Llc 40
Elite Wealth Management, Inc. 40
Fortis Advisors, LLC 40
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 39
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 39
Dogwood Wealth Management LLC 39
Adams Diversified Equity Fund, Inc. 39
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 39
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 39
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 39
D'Orazio & Associates, Inc. 39
Global Wealth Strategies & Associates 39
New Leaf Venture Partners, L.L.C. 39
New Jersey Better Educational Savings Trust 39
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 39
SEB Asset Management AB 39
Dauntless Investment Group, LLC 39
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 39
McCarthy Asset Management, Inc. 39
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 39
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 39
Ossiam 39
Hirschman Orin 39
Heritage Wealth Management, Llc 39
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 39
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 39
Hirtle Callaghan & Co LLC 39
Braun Stacey Associates Inc 39
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 39
Voya Prime Rate Trust 39
Fortitude Advisory Group L.L.C. 39
Great Valley Advisor Group, Inc. 39
Pekin Hardy Strauss, Inc. 39
Mizuho Trust & Banking Co., Ltd. 39
Arrow Financial Corp 39
M&r Capital Management Inc 39
Gargoyle Investment Advisor L.L.C. 39
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 39
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 39
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 39
Americafirst Capital Management, Llc 39
ACG Wealth 39
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 39
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 39
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 39
Ativo Capital Management LLC 39
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 39
Profunds - Profund Vp Small-cap Growth 39
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 39
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 39
Kepos Capital LP 39
VHCP Management, LLC 39
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 39
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 39
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 39
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 39
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 39
Gerstein Fisher 39
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 39
Voya Financial Advisors, Inc. 39
Tobam 39
Achmea Investment Management B.V. 39
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 39
Ab Pooling Portfolios 39
M&G Plc 39
HFM Investment Advisors, LLC 39
University Of Notre Dame Du Lac 39
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 39
Qci Asset Management Inc/ny 39
Binnacle Investments Inc 39
OneAscent Financial Services LLC 39
Brick & Kyle, Associates 39
SGPIX - Profunds - Small-cap Growth Profund Investor Class 39
Nations Financial Group Inc, /ia/ /adv 39
Mason Street Advisors, Llc 39
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 39
Copernicus Capital Management, Llc 39
AlphaCore Capital LLC 39
Athos Capital Ltd 39
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 39
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 39
Pendal Group Ltd 39
SYSTM Wealth Solutions LLC 39
Accel Wealth Management 39
Next Century Growth Investors Llc 38
Chiron Capital Management, Llc 38
Advisor Partners Llc 38
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 38
Blackrock Multi-sector Income Trust 38
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 38
Brave Asset Management Inc 38
Rosenberg Matthew Hamilton 38
Aberdeen Asset Management Plc/uk 38
Kathmere Capital Management, LLC 38
Gilpin Wealth Management, Llc 38
Jag Capital Management, Llc 38
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 38
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 38
Mission Wealth Management, Lp 38
Cypress Capital Management LLC (WY) 38
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 38
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 38
Quest Capital Management Inc /adv 38
Usaa Etf Trust 38
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 38
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 38
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 38
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 38
Gierl Augustine Investment Management Inc 38
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 38
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 38
HHM Wealth Advisors, LLC 38
Wade G W & Inc 38
AGNG - Global X Funds - Global X Longevity Thematic ETF 38
Doheny Asset Management /ca 38
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 38
Discovery Capital Management, Llc / Ct 38
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 38
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 38
Wedmont Private Capital 38
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 38
Old Second National Bank Of Aurora 38
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 38
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 38
Capital International Sarl 38
Benjamin Edwards Inc 38
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 38
Abacus Wealth Partners, LLC 38
Groupama Asset Managment 38
Propel Bio Management, LLC 38
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 38
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 38
Ellis Investment Partners, LLC 38
Sentry Investment Management Llc 38
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 38
Moody Lynn & Lieberson, Llc 38
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 38
Quantedge Capital Pte Ltd 38
Sageworth Trust Co 38
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF 38
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 38
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 38
Bryce Point Capital, LLC 38
Central Bank & Trust Co 38
Catalio Capital Management, LP 38
CenturyLink Investment Management Co 38
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 38
Omega Advisors Inc. 38
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A 38
W.G. Shaheen & Associates DBA Whitney & Co 38
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 38
Clear Creek Financial Management, LLC 38
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 38
Gables Capital Management Inc. 38
Raiffeisen Bank International AG 38
ProVise Management Group, LLC 38
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 38
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 38
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 38
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 38
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 38
Bleichroeder LP 38
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 38
Kula Investments, LLC 38
Advantage Alpha Capital Partners LP 38
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 38
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 38
Artemis Investment Management LLP 38
New York Life Investments Alternatives 38
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 38
Bluestein R H & Co 38
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 38
Barometer Capital Management Inc. 38
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 38
Aptus Capital Advisors, LLC 38
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 38
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 38
Optima Capital Llc 38
Bienville Capital Management, LLC 38
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 38
Harvard Management Co Inc 38
Global X Funds 38
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 38
Tredje AP-fonden 38
Financial Engines Advisors L.L.C. 38
RWC Asset Management LLP 38
Peregrine Asset Advisers, Inc. 38
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 38
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 38
Boussard & Gavaudan Investment Management LLP 38
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 37
Redwood Investments, LLC 37
First Bank & Trust 37
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 37
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 37
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF 37
Estabrook Capital Management 37
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 37
Kestra Investment Management, LLC 37
Numerai GP LLC 37
Teton Westwood Funds 37
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 37
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 37
VGLSX - VALIC Co I - Global Strategy Fund 37
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 37
Gratus Capital LLC 37
Meritage Portfolio Management 37
Reliance Trust Co Of Delaware 37
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 37
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 37
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 37
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 37
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 37
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 37
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 37
Scoggin Management Lp 37
BlackRock ESG Capital Allocation Trust 37
Ovata Capital Management Ltd 37
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 37
Longaeva Partners L.P. 37
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 37
Lake Street Advisors Group, Llc 37
Dorsey & Whitney Trust CO LLC 37
Dai-Ichi Life Insurance Company, Ltd 37
Harwood Advisory Group, LLC 37
Lloyd Advisory Services, LLC. 37
Dakota Wealth Management 37
Strengthening Families & Communities, LLC 37
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 37
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 37
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 37
Independence Capital Asset Partners, LLC 37
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 37
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 37
Aureus Asset Management, LLC 37
Steel Peak Wealth Management LLC 37
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 37
Edge Advisors, Llc 37
Close Asset Management Ltd 37
Mcguire Capital Advisors Inc 37
York Capital Management Global Advisors, LLC 37
Grace Capital 37
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 37
Thomas J. Herzfeld Advisors, Inc. 37
Ellsworth Advisors, LLC 37
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 37
Addison Advisors LLC 37
Bellwether Advisors, LLC 37
BlueCrest Capital Management LLP 37
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 37
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 37
Caldwell Securities, Inc 37
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF 37
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 37
Scopia Capital Management Lp 37
Highstreet Asset Management Inc. 37
WealthTrust Fairport, LLC 37
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 37
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 37
Congress Wealth Management LLC / DE / 37
Canton Hathaway, LLC 37
Stifel Nicolaus & Co Inc \mo\ 37
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 37
Camden Asset Management L P /ca 37
Argent Capital Management Llc 37
Resources Management Corp /ct/ /adv 37
Patten Group, Inc. 37
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 37
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 37
Avanza Fonder AB 37
CR Intrinsic Investors, LLC 37
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 37
Requisite Capital Management, LLC 37
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 37
First Foundation Advisors 37
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 37
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 37
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 37
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 37
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 37
Allred Capital Management, LLC 37
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 37
Polen Capital Management Llc 37
Independence Bank of Kentucky 37
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 37
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 36
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 36
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 36
Luminus Management Llc 36
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 36
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 36
Whipplewood Advisors, LLC 36
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 36
Charter Oak Capital Management, LLC 36
Two Roads Shared Trust - APEX HealthCare ETF 36
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 36
Brown, Lisle/cummings, Inc. 36
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 36
AlpInvest Partners B.V. 36
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 36
Kamunting Street Capital Management, L.P. 36
Equitable Holdings, Inc. 36
Hilton Head Capital Partners, LLC 36
Curi Wealth Management, LLC 36
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 36
Advocacy Wealth Management Services, LLC 36
Hallmark Capital Management Inc 36
Perpetual Ltd 36
J. Safra Sarasin Holding AG 36
River & Mercantile Asset Management Llp 36
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 36
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 36
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF 36
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 36
St Germain D J Co Inc 36
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 36
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 36
General Motors Investment Management Corp 36
Capital One, National Association 36
First National Bank Of Omaha 36
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 36
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 36
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 36
Botty Investors LLC 36
Smith Group Asset Management, LLC 36
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 36
Ibex Investors LLC 36
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 36
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 36
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 36
Cromwell Holdings LLC 36
Inscription Capital, LLC 36
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 36
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 36
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 36
Delaware Enhanced Global Dividend & Income Fund 36
AlphaOne Investment Services, LLC 36
Parisi Gray Wealth Management 36
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 36
Accent Capital Management, LLC 36
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 36
Osborn Rohs Williams & Donohoe Ltd 36
Passport Capital, LLC 36
MBOVX - M FUND INC - M Large Cap Value Fund 36
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 36
Gmt Capital Corp 36
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 36
Legacy Wealth Managment, LLC/ID 36
Kiwi Wealth Investments Limited Partnership 36
Woodmont Investment Counsel Llc 36
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 36
Philadelphia Trust Co 36
Bank Of Hawaii 36
Tidemark, LLC 36
Oakbrook Investments Llc 36
Glg Inc. 36
Pictet & Cie (Europe) SA 36
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 36
Adirondack Trust Co 36
Epoch Investment Partners, Inc. 36
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 36
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 36
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 36
Amerivest Investment Management LLC 36
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 36
Northpointe Capital Llc 36
Ankerstar Wealth, LLC 36
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 36
WealthTrak Capital Management LLC 36
Sierra Summit Advisors Llc 36
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 36
Integrated Advisors Network LLC 36
PENN SERIES FUNDS INC - Smid Cap Growth Fund 36
Tlp Group Llc 36
Oppenheimer Quest For Value Funds 36
Arlington Partners LLC 36
Amussen Hunsaker Associates Llc 36
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 36
EVNT - AltShares Trust - AltShares Event-Driven ETF 36
Antara Capital LP 36
Mizuho Asset Management Co.,Ltd. 36
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 36
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 36
HGC Investment Management Inc. 36
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 36
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 36
B. Metzler seel. Sohn & Co. Holding AG 36
Lowe Wealth Advisors, LLC 36
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 36
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 36
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 35
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 35
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 35
Zullo Investment Group, Inc. 35
Choate Investment Advisors 35
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 35
Leisure Capital Management 35
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 35
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 35
Intentional Wealth Strategies, LLC 35
Meiji Yasuda Asset Management Co Ltd. 35
Abich Financial Wealth Management LLC 35
LVW Advisors, LLC 35
Moran Wealth Management, LLC 35
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 35
Affinity Investment Advisors, Llc 35
Patient Square Capital LP 35
Livingston Group Asset Management CO (operating as Southport Capital Management) 35
Squadron Capital Management LLC 35
LMR Master Fund Ltd 35
Summit X, LLC 35
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 35
Marino, Stram & Associates Llc 35
BlackRock Credit Strategies Fund 35
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 35
Quaker Wealth Management, LLC 35
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 35
New England Capital Financial Advisors LLC 35
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 35
Eagle Health Investments LP 35
Leavell Investment Management, Inc. 35
High Note Wealth, LLC 35
Optimize Financial Inc 35
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 35
Atomi Financial Group, Inc. 35
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 35
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 35
IFG Advisory, LLC 35
O'Dell Group, LLC 35
Catamount Wealth Management 35
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 35
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 35
Godfrey Financial Associates, Inc. 35
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 35
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 35
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 35
Sage Mountain Advisors LLC 35
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 35
Clearview Wealth Advisors LLC 35
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 35
Nachman Norwood & Parrott, Inc 35
Davy Global Fund Management Ltd 35
PENN SERIES FUNDS INC - Small Cap Value Fund 35
Allen Investment Management LLC 35
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 35
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 35
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 35
Summit Financial, LLC 35
Principia Wealth Advisory, LLC 35
Laffer Investments 35
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 35
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 35
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 35
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 35
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 35
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 35
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 35
CarsonAllaria Wealth Management, Ltd. 35
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 35
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 35
Beirne Wealth Consulting Services, LLC 35
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 35
Rs Investment Trust 35
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 35
Lakeview Capital Partners, LLC 35
Wellington Shields Capital Management, LLC 35
Cynosure Management, Llc 35
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 35
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 35
Lake Point Wealth Management 35
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 35
Hillhouse Capital Management, Ltd. 35
Blackrock Corporate High Yield Fund, Inc. 35
CapWealth Advisors, LLC 35
1620 Investment Advisors, Inc. 35
Joseph P. Lucia & Associates, LLC 35
John Hancock Hedged Equity & Income Fund 35
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 35
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 35
Bruce G. Allen Investments, LLC 35
Arden Trust Co 35
Heartland Advisors Inc 35
New Millennium Group LLC 35
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 35
Sender Co & Partners, Inc. 35
Monarch Partners Asset Management LLC 35
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 35
K.J. Harrison & Partners Inc 35
Century Capital Management, LLC 35
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 35
Hodges Capital Management Inc. 35
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 35
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 35
Alpha Cubed Investments, LLC 35
Teton Advisors, Inc. 35
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 35
Pacitti Group Inc. 35
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 35
Tealwood Asset Management Inc 35
City State Bank 35
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 34
Natixis Investment Managers International 34
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 34
Next Capital Management LLC 34
Steelhead Partners Llc 34
Windsor Creek Advisors, Llc 34
TradeLink Global Equity LLC 34
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 34
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 34
Nikko Asset Management Americas, Inc. 34
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 34
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 34
Charlemagne Capital Ltd 34
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 34
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 34
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 34
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 34
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 34
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 34
WESPAC Advisors SoCal, LLC 34
Waldron Private Wealth LLC 34
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 34
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 34
Elyxium Wealth, LLC 34
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 34
Virtus Alternative Investment Advisers, Inc. 34
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 34
Oddo Bhf Asset Management Sas 34
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 34
Kingswood Wealth Advisors, Llc 34
Evermay Wealth Management Llc 34
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 34
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 34
American National Insurance Co /tx/ 34
Sagefield Capital LP 34
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 34
Meteora Capital, LLC 34
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 34
Trust Co Of Toledo Na /oh/ 34
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 34
Abc Arbitrage Sa 34
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 34
Western Asset Investment Grade Defined Opportunity Trust Inc. 34
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 34
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 34
Fiduciary Alliance LLC 34
Kentucky Retirement Systems 34
Nbt Bank N A /ny 34
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 34
Fir Tree Capital Management Lp 34
Farringdon Capital, Ltd. 34
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 34
YHB Investment Advisors, Inc. 34
Elo Mutual Pension Insurance Co 34
Coppell Advisory Solutions Corp. 34
Banco Santander, S.A. 34
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 34
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 34
Ferris Capital, Llc 34
BlackRock Capital Allocation Trust 34
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 34
Morgens Waterfall Vintiadis & Co Inc 34
Acorn Wealth Advisors, LLC 34
Squar Milner Financial Services Llc 34
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 34
NorthRock Partners, LLC 34
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 34
RPg Family Wealth Advisory, LLC 34
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 34
Pfizer Inc 34
Nissay Asset Management Corp /japan/ /adv 34
Americana Partners, LLC 34
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 34
Oak Associates Ltd /oh/ 34
Wall Street Access Asset Management, LLC 34
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 34
National Pension Service 34
Capital Advisory Group Advisory Services, LLC 34
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 34
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 34
BBT Capital Management, LLC 34
ISAM Funds (UK) Ltd 34
Pennsylvania Trust Co 34
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 34
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 34
Timpani Capital Management LLC 34
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 34
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 34
Corbenic Partners LLC 34
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 34
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 34
Putnam Fl Investment Management Co 34
Avidian Wealth Solutions, LLC 34
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 34
VCGAX - VALIC Co I - Growth & Income Fund 34
Mn Services Vermogensbeheer B.V. 34
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 34
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 34
Alpha Omega Wealth Management LLC 34
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 34
Ray Gerald L & Associates Ltd 34
Prentiss Smith & Co Inc 34
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 34
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 34
Arlington Trust Co LLC 34
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 34
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 33
Kowal Investment Group, LLC 33
Scout Investments, Inc. 33
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 33
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF 33
EULAV Asset Management 33
AMG National Trust Bank 33
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 33
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 33
Banco BTG Pactual S.A. 33
Planned Solutions, Inc. 33
Rs Variable Products Trust 33
Omnia Family Wealth, LLC 33
Ahrens Investment Partners LLC 33
Condor Capital Management 33
LGT Financial Advisors LLC 33
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 33
BCJ Capital Management, LLC 33
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 33
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 33
Syquant Capital Sas 33
USS Investment Management Ltd 33
Security National Trust Co 33
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 33
NorthCrest Asset Manangement, LLC 33
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 33
Institute for Wealth Management, LLC. 33
HAP Trading, LLC 33
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 33
Aries Wealth Management 33
Eisler Capital (US) LLC 33
Clark Estates Inc/ny 33
Foresite Capital Management III, LLC 33
NorthCoast Asset Management LLC 33
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 33
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 33
Opal Wealth Advisors, LLC 33
Gabelli Global Small & Mid Cap Value Trust 33
KINETICS PORTFOLIOS TRUST - Kinetics Medical Portfolio 33
EMC Capital Management 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 33
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 33
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 33
Semanteon Capital Management, LP 33
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 33
Park West Asset Management LLC 33
Laird Norton Trust Company, Llc 33
Supplemental Annuity Collective Trust of NJ 33
Guardian Life Insurance Co Of America 33
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 33
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 33
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 33
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 33
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 33
Personal Capital Advisors Corp 33
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 33
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 33
Verde Servicos Internacionais S.A. 33
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 33
Impax Asset Management Group plc 33
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 33
Northern Oak Wealth Management Inc 33
6 Meridian 33
Innovis Asset Management Llc 33
Essex Financial Services, Inc. 33
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 33
Griffin Asset Management, Inc. 33
Advisor Partners Ii, Llc 33
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 33
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 33
HCR Wealth Advisors 33
Lebenthal Asset Management, LLC 33
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 33
MML Series Investment Fund II - MML Equity Rotation Fund Class II 33
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 33
Shufro Rose & Co Llc 33
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 33
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 33
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 33
Allegis Investment Advisors, LLC 33
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 33
Worldquant Millennium Advisors Llc 33
Greenland Capital Management LP 33
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 33
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 33
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 33
Armstrong Advisory Group, Inc 33
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 33
Seven Grand Managers, Llc 33
Sonora Investment Management Group, LLC 33
Renaissance Group Llc 33
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 33
Doyle Wealth Management 33
Destination Wealth Management 33
Clearbridge, Llc 33
DGS Capital Management, LLC 33
Halbert Hargrove Global Advisors, Llc 33
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 33
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 33
Texas Yale Capital Corp. 33
Alpha Windward Llc 33
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 33
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 33
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 33
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 33
Whitener Capital Management, Inc. 33
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 33
Zurich Insurance Group Ltd/FI 33
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 33
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 33
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 32
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 32
West Tower Group, LLC 32
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 32
Willingdon Wealth Management 32
Hurley Capital, LLC 32
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 32
Hohimer Wealth Management, Llc 32
Sfmg, Llc 32
Jackson Square Capital, Llc 32
Oversea-Chinese Banking CORP Ltd 32
180 Wealth Advisors, Llc 32
Beacon Investment Advisory Services, Inc. 32
Spectrum Management Group, LLC 32
Insigneo Advisory Services, Llc 32
Marcum Wealth, LLC 32
First Command Advisory Services, Inc. 32
HWG Holdings LP 32
Vinva Investment Management Ltd 32
Wealth Alliance 32
Sophrosyne Capital Llc 32
Hartwell J M Limited Partnership 32
EFG Asset Management (Americas) Corp. 32
Pacifica Partners Inc. 32
Atticus Wealth Management, Llc 32
Fidelis Capital Partners, LLC 32
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 32
Selective Wealth Management, Inc. 32
Isthmus Partners, Llc 32
Intersect Capital LLC 32
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 32
Tygh Capital Management, Inc. 32
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 32
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 32
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 32
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 32
Thoroughbred Financial Services, Llc 32
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 32
Tributary Capital Management, LLC 32
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 32
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 32
Thompson Investment Management, Inc. 32
Maple Securities Usa Inc 32
Emfo, Llc 32
WealthStone, Inc. 32
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 32
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 32
Wrapmanager Inc 32
Forsta Ap-fonden 32
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 32
Rockbridge Investment Management, LCC 32
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 32
North Star Asset Management Inc 32
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 32
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 32
Stonehage Fleming (uk) Ltd 32
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 32
U S Global Investors Inc 32
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 32
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 32
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 32
Cranbrook Wealth Management, LLC 32
CHI Advisors LLC 32
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 32
Wellesley Asset Management 32
Saturna Capital CORP 32
Alphagen Securities Llc 32
Invictus RG 32
Independent Financial Group, Llc 32
NOFIX - Northern Funds - Northern Fixed Income Fund 32
Princeton Capital Management Llc 32
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 32
WMS Partners, LLC 32
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 32
Perritt Capital Management Inc 32
Bradley Foster & Sargent Inc/ct 32
Douglass Winthrop Advisors, LLC 32
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 32
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 32
Herndon Capital Management Llc 32
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 32
Creekmur Asset Management LLC 32
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 32
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 32
Resolute Capital Asset Partners LLC 32
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 32
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 32
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 32
Miles Capital, Inc. 32
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 32
Marathon Capital Management 32
Cantab Capital Partners LLP 32
Friess Associates Llc 32
Corsair Capital Management, L.p. 32
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 32
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 32
Crowley Wealth Management, Inc. 32
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 32
Syverson Strege & Co 32
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF 32
Credit Industriel Et Commercial 32
RWM Asset Management, LLC 32
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 32
Munder Capital Management 32
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 32
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 32
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 32
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 32
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 32
Jet Capital Investors L P 32
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 32
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 32
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 32
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 32
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 32
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 32
Western Standard LLC 32
Kb Financial Partners, Llc 32
Polianta Ltd 32
Mill Creek Capital Advisors, LLC 32
Searle & Co. 32
Piershale Financial Group, Inc. 32
Vanguard Specialized Funds 31
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 31
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 31
25 Llc 31
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 31
Medallion Wealth Advisors, LLC 31
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 31
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 31
Capricorn Fund Managers Ltd 31
Nuveen Multi-Asset Income Fund 31
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 31
Malaga Cove Capital, LLC 31
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 31
Virtus Global Dividend & Income Fund Inc. 31
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 31
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 31
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 31
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 31
Hexavest Inc. 31
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 31
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 31
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 31
RPG Investment Advisory, LLC 31
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 31
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 31
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 31
Retirement Planning Co of New England, Inc. 31
Global Income Builder Portfolio - Global Income Builder Portfolio 31
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 31
Sawgrass Asset Management Llc 31
Richardson Financial Services Inc. 31
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 31
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 31
First Heartland Consultants, Inc. 31
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 31
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 31
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 31
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 31
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 31
Tiedemann Advisors, Llc 31
111 Capital 31
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 31
EHP Funds Inc. 31
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 31
Elk Creek Partners, LLC 31
Modera Wealth Management, LLC 31
Easterly Investment Partners Llc 31
Kopp Investment Advisors Llc 31
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 31
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 31
Falcon Edge Capital, LP 31
Stratos Wealth Advisors, LLC 31
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 31
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 31
PRW Wealth Management LLC 31
Retirement Wealth Solutions LLC 31
Financial Network Wealth Advisors LLC 31
Capital International Ltd /ca/ 31
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 31
Credential Qtrade Securities Inc. 31
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 31
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 31
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 31
Machina Capital S.a.s. 31
New Age Alpha Advisors, LLC 31
STXG - EA Series Trust - Strive 1000 Growth ETF 31
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 31
Union Bancaire Privee, UBP SA 31
Overland Advisors, LLC 31
Vivaldi Capital Management, LLC 31
Halpern Financial, Inc. 31
Dixon Hubard Feinour & Brown Inc/va 31
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 31
Sassicaia Capital Advisers Llc 31
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 31
Caligan Partners LP 31
Old North State Trust, LLC 31
Blackrock Debt Strategies Fund, Inc. 31
Evolve Private Wealth, Llc 31
RBB FUND, INC. - Aquarius International Fund 31
Qsemble Capital Management, LP 31
Metis Global Partners, LLC 31
Murphy Capital Management Inc 31
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 31
Ami Asset Management Corp 31
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 31
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 31
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 31
Blue Jay Capital Management, Llc 31
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 31
Ipswich Investment Management Co., Inc. 31
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 31
Prescott Group Capital Management, L.l.c. 31
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 31
Old West Investment Management, LLC 31
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 31
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 31
Scarborough Advisors, LLC 31
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 31
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 31
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 31
Rokos Capital Management LLP 31
Cca Investments Trust 31
Redpoint Investment Management Pty Ltd 31
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 31
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 31
Tuttle Tactical Management LLC 31
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 31
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 31
MML Series Investment Fund II - MML Blend Fund Initial Class 31
Pacific Capital Wealth Advisors, Inc 31
Valence8 US LP 31
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 31
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 31
DV Trading LLC 31
Financiere des Professionnels - Fonds d,investissement inc. 31
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 31
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 31
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 31
Wellington Grp LLC 31
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 31
Carolina Wealth Advisors, LLC 31
Venrock Healthcare Capital Partners II, L.P. 31
Voisard Asset Management Group, Inc. 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 31
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 31
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 31
VSR Financial Services, Inc. 31
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 31
Fortem Financial Group, Llc 31
Future Financial Wealth Managment LLC 31
Delek Group, Ltd. 31
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 31
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 31
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 31
Ridgeworth Funds 31
American Financial Group Inc 31
Options Solutions, Llc 31
Shenkman Capital Management Inc 31
S&t Bank/pa 31
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 31
Nuveen Credit Strategies Income Fund 30
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 30
United Bank 30
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 30
Norden Group Llc 30
Semmax Financial Advisors Inc. 30
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 30
IAG Wealth Partners, LLC 30
Logan Capital Management Inc 30
Stux Capital Management, LLC 30
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 30
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 30
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 30
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 30
Cambiar Investors Llc 30
Altrinsic Global Advisors Llc 30
Connective Capital Management, LLC 30
Pacific Center for Financial Services 30
Appleton Partners Inc/ma 30
Todd Asset Management Llc 30
Ramius Advisors Llc 30
Calamos Long/Short Equity & Dynamic Income Trust 30
ORG Wealth Partners, LLC 30
Beese Fulmer Investment Management, Inc. 30
NOCBX - Northern Funds - Northern Core Bond Fund 30
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 30
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 30
Welch & Forbes Llc 30
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 30
Fort, L.p. 30
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 30
Neville Rodie & Shaw Inc 30
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 30
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 30
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 30
Manatuck Hill Partners, LLC 30
Hound Partners, LLC 30
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 30
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 30
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 30
AQGNX - AQR Funds - AQR Global Equity Fund Class N 30
Financial Enhancement Group LLC 30
Transce3nd, LLC 30
WealthPlan Investment Management, LLC 30
Crow Point Partners, LLC 30
Chesapeake Partners Management Co Inc/md 30
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 30
Wakefield Asset Management LLLP 30
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 30
Gilman Hill Asset Management, LLC 30
Keel Point, LLC 30
Altium Wealth Management LLC 30
Investment House Llc 30
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 30
Schechter Investment Advisors, LLC 30
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 30
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 30
Sittner & Nelson, Llc 30
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 30
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 30
Juncture Wealth Strategies, Llc 30
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 30
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 30
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 30
Rocky Mountain Advisers, Llc 30
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 30
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 30
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 30
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 30
Pillar Pacific Capital Management Llc 30
Tdam Usa Inc. 30
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 30
Main Street Group, LTD 30
Legg Mason Investment Counsel & Trust Co., N.A. 30
Bellwether Investment Group, LLC 30
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 30
Clarius Group, LLC 30
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 30
Curian Capital Llc 30
Triad Wealth Partners, LLC 30
XT - iSHARES TRUST - iShares Exponential Technologies ETF 30
Ares Financial Consulting, LLC 30
Hazlett, Burt & Watson, Inc. 30
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 30
GGBFX - GuideStone Funds - Global Bond Fund Investor 30
BLB&B Advisors, LLC 30
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 30
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 30
Acuitas Investments, LLC 30
Jpmorgan Trust Iii 30
Krs Capital Management, Llc 30
Seelaus Asset Management LLC 30
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 30
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 30
Legacy Advisors, LLC 30
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 30
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 30
Cahill Financial Advisors Inc 30
Orion Capital Management LLC 30
GURU - Global X Funds - Global X Guru Index ETF 30
SpiderRock Trading LLC 30
Mayflower Financial Advisors, LLC 30
Transamerica Partners Funds Group Ii 30
Ckw Financial Group 30
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 30
Safeguard Investment Advisory Group, LLC 30
Transamerica Partners Funds Group 30
HN Saltoro Capital, LP 30
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 30
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 30
AT Bancorp 30
First American Bank 30
Kentucky Retirement Systems Insurance Trust Fund 30
Wealthbridge Capital Management, Llc 30
P.a.w. Capital Corp 30
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 30
Peddock Capital Advisors, Llc 30
Intact Investment Management Inc. 30
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 30
Amplify ETF Trust - Amplify Treatments, Testing and Advancements ETF 30
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 30
Peoples Financial Services Corp. 30
Fore Capital, LLC 30
BML Investment Partners, L.P. 30
PRNT - Ark ETF Trust - The 3D Printing ETF 30
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 30
Letko, Brosseau & Associates Inc 30
Bank Hapoalim Bm 30
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 30
Ridgewood Investments LLC 30
Verity Asset Management, Inc. 30
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 30
CLARET ASSET MANAGEMENT Corp 30
Delta Lloyd Nv 30
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 29
Mariner Wealth Advisors-NYC, LLC 29
Green Owl Capital Management, LLC 29
Dymon Asia Capital (singapore) Pte. Ltd. 29
Alliancebernstein Global High Income Fund Inc 29
GoalVest Advisory LLC 29
Nordwand Advisors, LLC 29
1st Global Advisors, Inc. 29
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 29
Allegheny Financial Group LTD 29
Trium Capital LLP 29
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 29
Massar Capital Management, LP 29
Cary Street Partners Financial Llc 29
Claybrook Capital, LLC 29
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 29
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 29
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 29
Antonetti Capital Management LLC 29
Fs Credit Income Fund 29
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 29
Donoghue Forlines LLC 29
SURI - Simplify Exchange Traded Funds - Simplify Propel Opportunities ETF 29
Eaton Vance Short Duration Diversified Income Fund 29
NuWave Investment Management, LLC 29
First Financial Corp /in/ 29
Forefront Analytics, LLC 29
Twin Focus Capital Partners, Llc 29
Innovative Asset Advisors Group, LLC 29
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 29
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 29
Dynamic Capital Management Ltd 29
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 29
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 29
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 29
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 29
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 29
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 29
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 29
Continental Advisors Llc 29
BTC Capital Management, Inc. 29
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 29
Ascent Group, LLC 29
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 29
Six Circles Trust - Six Circles Credit Opportunities Fund 29
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 29
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 29
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 29
FSA Wealth Management LLC 29
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 29
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 29
Westover Capital Advisors, LLC 29
American Assets Investment Management, LLC 29
Cedar Wealth Management, LLC 29
Trilogy Capital Inc. 29
Signition Lp 29
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 29
Norinchukin Bank, The 29
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 29
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 29
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 29
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 29
Hoey Investments, Inc 29
Redmond Asset Management, LLC 29
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 29
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 29
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 29
Transamerica Partners Portfolios 29
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 29
GFS Advisors, LLC 29
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 29
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 29
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 29
Standard Family Office LLC 29
Exane Asset Management 29
Mid Atlantic Financial Management Inc/adv 29
Polaris Wealth Advisory Group, LLC 29
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 29
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 29
VisionPoint Advisory Group, LLC 29
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 29
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 29
Wellington Shields & Co., LLC 29
Edgewood Management Llc 29
Redwood Investment Management, Llc 29
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 29
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 29
Western Asset Income Fund 29
Fort Point Capital Partners LLC 29
Manning & Napier Advisors Llc 29
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 29
Morse Asset Management, Inc 29
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 29
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 29
MBM Wealth Consultants, LLC 29
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 29
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 29
Kohmann Bosshard Financial Services, LLC 29
VCCBX - VALIC Co II - Core Bond Fund 29
Rainier Investment Management Llc 29
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 29
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 29
Integre Asset Management, LLC 29
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 29
Solaris Asset Management Llc 29
Wealth Effects Llc 29
Whitnell & Co. 29
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 29
Strategic Wealth Advisors Group, LLC 29
Meeder Advisory Services, Inc. 29
Temasek Holdings (Private) Ltd 29
Cygnus Capital Advisors, LLC 29
iA Global Asset Management Inc. 29
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 29
Baltimore-Washington Financial Advisors, Inc. 29
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 29
Shamrock Asset Management LLC 29
EA Series Trust 29
Bray Capital Advisors 29
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 29
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 29
MANA Advisors LLC 29
Steigerwald, Gordon & Koch Inc. 29
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 29
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 29
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 29
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 29
Thomasville National Bank 28
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 28
Lumina Fund Management LLC 28
Aspect Partners, LLC 28
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 28
Aviance Capital Partners, LLC 28
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 28
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 28
Silicon Valley Capital Partners 28
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 28
Sivia Capital Partners, LLC 28
Kelly Lawrence W & Associates Inc/ca 28
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 28
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 28
Hatteras Funds, LLC 28
Venrock Healthcare Capital Partners III, L.P. 28
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 28
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 28
Balasa Dinverno & Foltz Llc 28
Mbb Public Markets I Llc 28
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 28
Green Square Capital Advisors Llc 28
Ratan Capital Management LP 28
Investment Centers Of America Inc 28
Beck Mack & Oliver Llc 28
Dinsmore Capital Management Co/nj 28
Jacob Asset Management Of New York Llc 28
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 28
Ruffer LLP 28
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 28
Carnick & Kubik, LLC 28
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 28
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 28
Shikiar Asset Management Inc 28
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 28
Worth Asset Management, LLC 28
West Paces Advisors Inc. 28
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 28
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 28
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 28
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 28
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 28
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 28
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 28
aeris Capital Holding GmbH 28
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 28
Raab & Moskowitz Asset Management LLC 28
Ada Investment Management, LP 28
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 28
Cleararc Capital Inc 28
Douglas Lane & Associates, LLC 28
Amica Mutual Insurance Co 28
Empirical Finance, LLC 28
APBAX - Cavanal Hill Funds - Active Core Fund Investor 28
Actinver Wealth Management, Inc. 28
Saba Capital Management, L.P. 28
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 28
Western Asset Premier Bond Fund 28
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 28
Oasis Management Co Ltd. 28
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 28
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 28
Abn Amro Investment Solutions 28
MRGR - PROSHARES TRUST - ProShares Merger ETF 28
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 28
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 28
Omni Partners Llp 28
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 28
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 28
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 28
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 28
Essex Savings Bank 28
Graves-Light Private Wealth Management, Inc. 28
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 28
Johnson Midwest Financial, LLC 28
BRUFX - Bruce Fund Inc - Bruce Fund 28
MidFirst Bank 28
Aquilo Capital Management, LLC 28
Owl Creek Asset Management, L.P. 28
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 28
Nippon Life Insurance Co 28
Stonebridge Capital Management Inc 28
Drive Wealth Management, Llc 28
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 28
Cim, Llc 28
Stonnington Group, Llc 28
Kms Financial Services, Inc 28
Legg Mason Investment Counsel, LLC 28
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 28
Vanguard Whitehall Funds 28
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 28
Barnett & Company, Inc. 28
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 28
Islay Capital Management, Llc 28
Pin Oak Investment Advisors Inc 28
Tiaa, Fsb 28
Perkins Coie Trust Co 28
Crescent Grove Advisors, LLC 28
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 28
Slow Capital, Inc. 28
Pinnacle Financial Partners, Inc. 28
PDS Planning, Inc 28
Strategic Global Advisors, LLC 28
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 28
TrimTabs Asset Management, LLC 28
Glaxosmithkline Plc 28
Blackhawk Capital Partners LLC. 28
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 28
MBEQX - M FUND INC - M International Equity Fund 28
Aevitas Wealth Management, Inc. 28
V-Square Quantitative Management LLC 28
Amica Retiree Medical Trust 28
Reynders McVeigh Capital Management, LLC 28
Laidlaw Wealth Management LLC 28
Capital Wealth Planning, LLC 28
Ibex Wealth Advisors 28
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 28
Stanford Investment Group, Inc. 28
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 28
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 28
Franklin Ltd Duration Income Trust 28
AHIVX - American Century Investment Trust - High Income Fund Investor Class 28
ACSKX - American Century Investment Trust - Short Duration Fund C Class 28
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 28
Meiji Yasuda Life Insurance Co 28
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 28
Plancorp, LLC 28
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 28
First Pacific Financial 28
LBA Wealth Management, LLC 28
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 28
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 28
SRTTX - SMA RELATIONSHIP TRUST - Series T 28
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 27
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 27
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 27
Synergy Financial Management, LLC 27
Evanson Asset Management, LLC 27
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 27
Ballew Advisors, Inc 27
Capital Wealth Alliance, LLC 27
Gagnon Securities Llc 27
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 27
Decatur Capital Management, Inc. 27
Red Door Wealth Management, LLC 27
Mitsubishi UFJ Securities Holdings Co., Ltd. 27
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 27
Berkshire Asset Management Llc/pa 27
Eaton Vance Floating-rate Income Trust 27
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 27
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 27
Redhawk Wealth Advisors, Inc. 27
Coston, McIsaac & Partners 27
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 27
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 27
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 27
Decheng Capital LLC 27
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 27
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 27
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 27
LM Advisors LLC 27
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 27
Legacy Investment Solutions, LLC 27
Dialectic Capital Management, Lp 27
Regents Of The University Of California 27
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 27
Glenview Trust Co 27
Frec Markets, Inc. 27
N.E.W. Advisory Services LLC 27
Finepoint Capital LP 27
MMCAP International Inc. SPC 27
Intrinsic Edge Capital Management LLC 27
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 27
Islet Management, LP 27
Herold Advisors, Inc. 27
Odyssean, LLC 27
Ashton Thomas Securities, Llc 27
Alaska Permanent Fund Corp 27
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 27
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 27
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 27
Diversify Wealth Management, Llc 27
Havemeyer Place LP 27
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 27
Taylor Wealth Management Partners 27
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 27
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 27
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 27
ANTIPODES PARTNERS Ltd 27
Ford Financial Group, LLC 27
Hunter Associates Investment Management Llc 27
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 27
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 27
Worldwide Health Sciences Portfolio 27
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 27
Sumitomo Life Insurance Co 27
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 27
Stuart Chaussee & Associates, Inc. 27
Bain Capital Public Equity Management Ii, Llc 27
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 27
Freedom Wealth Alliance, Llc 27
Gen-Wealth Partners Inc 27
Aequim Alternative Investments LP 27
POM Investment Strategies, LLC 27
One Capital Management, LLC 27
Godsey & Gibb Associates 27
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 27
Private Wealth Partners, LLC 27
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 27
Sandler Capital Management 27
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 27
TCTC Holdings, LLC 27
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 27
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 27
40 North Management LLC 27
De Burlo Group Inc 27
Marsico Capital Management Llc 27
Argent Advisors, Inc. 27
Keystone Financial Group 27
Hilltop National Bank 27
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 27
Concentric Capital Strategies, LP 27
Trustmark National Bank Trust Department 27
PGGM Investments 27
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 27
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 27
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 27
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 27
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 27
Operose Advisors LLC 27
Stonehage Fleming Financial Services Holdings Ltd 27
Wealthstreet Investment Advisors, LLC 27
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 27
Grandfield & Dodd, Llc 27
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 27
Ironwood Investment Management Llc 27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 27
Atlantic Edge Private Wealth Management, LLC 27
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 27
Spring Creek Capital Llc 27
Clear Street Group Inc. 27
PIMCO FUNDS - PIMCO Short Asset Portfolio 27
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 27
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 27
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 27
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 27
Cavalier Investments, LLC 27
Beacon Capital Management, Inc. 27
Board of Trustees of The Leland Stanford Junior University 27
Pier 88 Investment Partners Llc 27
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF 27
Us Financial Advisors, Llc 27
Twin Capital Management Inc 27
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 27
Cypress Capital Group 27
Howland Capital Management Llc 27
Lind Global Fund II LP 27
Man Investments Ltd 27
McGlone Suttner Wealth Management, Inc. 27
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 27
Columbia Wanger Asset Management Llc 27
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 27
NAN FUNG TRINITY (HK) Ltd 27
PENN SERIES FUNDS INC - Developed International Index Fund 27
OneAscent Wealth Management LLC 27
Tennessee Valley Asset Management Partners 27
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 27
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 27
Reuter James Wealth Management, Llc 27
Eaton Vance Senior Floating Rate Trust 27
Solstein Capital, LLC 27
IFM Investors Pty Ltd 27
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 27
River Wealth Advisors LLC 27
Glass Jacobson Investment Advisors llc 27
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 27
Quad-Cities Investment Group, LLC 27
Wbi Investments, Inc. 27
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 27
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 27
Savvy Advisors, Inc. 27
Vermillion & White Wealth Management Group, LLC 27
Sand Grove Capital Management LLP 27
Indiana Trust & Investment Management CO 27
Daymark Wealth Partners, Llc 27
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 27
Good Life Advisors, LLC 27
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 27
Banco de Sabadell, S.A 27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 27
Fortis Capital Advisors, LLC 27
Dynasty Wealth Management, Llc 27
Hilton Capital Management, LLC 27
Connacht Asset Management LP 27
Northern Capital Management Llc 27
Gallacher Capital Management LLC 27
Detwiler Fenton Investment Management LLC 27
Ogorek Anthony Joseph /ny/ /adv 26
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 26
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 26
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 26
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 26
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 26
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 26
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 26
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 26
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 26
Murphy & Mullick Capital Management Corp 26
VSM Wealth Advisory, LLC 26
Clal Insurance Enterprises Holdings Ltd 26
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 26
Hotchkis & Wiley Capital Management Llc 26
Paradigm Capital Management Inc/ny 26
Ashford Capital Management Inc 26
Vaughan Nelson Investment Management, L.p. 26
Capital Advisors Inc/ok 26
Roosevelt Investment Group Llc 26
Marco Investment Management Llc 26
Morningstar Investment Services LLC 26
Courier Capital Llc 26
Chesley Taft & Associates LLC 26
First National Trust Co 26
Carnegie Capital Asset Management, LLC 26
Whalen Wealth Management Inc. 26
Plato Investment Management Ltd 26
Catalytic Wealth RIA, LLC 26
Bruce & Co., Inc. 26
Staley Capital Advisers Inc 26
Boston Financial Mangement Llc 26
Garde Capital, Inc. 26
Northwest Investment Counselors, Llc 26
Haverford Trust Co 26
Wright Investors Service Inc 26
CHURCHILL MANAGEMENT Corp 26
Gw Henssler & Associates Ltd 26
Dumont & Blake Investment Advisors Llc 26
Carl Domino Inc 26
DecisionPoint Financial, LLC 26
CI Global Investments Inc. 26
Zwj Investment Counsel Inc 26
Regent Investment Management LLC 26
Exchange Capital Management, Inc. 26
Frank, Rimerman Advisors LLC 26
Daiwa SB Investments Ltd. 26
Barrett & Company, Inc. 26
Vestor Capital, Llc 26
Empire Financial Management Company, LLC 26
Pinnacle Wealth Management Advisory Group, LLC 26
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 26
Comerica Securities Inc 26
S&co Inc 26
Bremer Trust National Association 26
Kessler Investment Group, LLC 26
RHJ International SA 26
Ethos Financial Group, LLC 26
Balboa Wealth Partners 26
Lockheed Martin Investment Management Co 26
Manteio Capital LLC 26
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 26
Symmetry Peak Management Llc 26
Euclid Advisors LLC 26
Stonegate Investment Group, LLC 26
Morton Brown Family Wealth, LLC 26
Industrial Alliance Investment Management Inc. 26
Fayez Sarofim & Co 26
Spears Abacus Advisors LLC 26
Claris Advisors, Llc / Mo / 26
Well Done, LLC 26
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 26
Lynwood Capital Management Inc. 26
Frazier Life Sciences Public Fund, L.P. 26
Asset Planning Services, Ltd. 26
Delos Wealth Advisors, LLC 26
First Command Bank 26
First Command Financial Services, Inc. 26
Chiron Investment Management, LLC 26
Perennial Advisors, LLC 26
Prentice Wealth Management LLC 26
Ayrton Capital LLC 26
AtonRa Partners 26
TCG Advisory Services, LLC 26
Annapolis Financial Services, LLC 26
Intercontinental Wealth Advisors, LLC 26
OpenArc Corporate Advisory, LLC 26
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 26
Running Point Capital Advisors, LLC 26
McClarren Financial Advisors, Inc. 26
Tower View Investment Management & Research LLC 26
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 26
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 26
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 26
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 26
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 26
SmartHarvest Portfolios, LLC 26
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 26
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 26
Waddell & Reed Advisors Funds 26
Eaton Vance Senior Income Trust 26
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 26
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 26
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 26
Guggenheim Strategic Opportunities Fund 26
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 26
Oppenheimer Global Multi-asset Growth Fund 26
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 26
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 26
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 26
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 26
Franklin Templeton International Trust 26
Walled Lake Planning & Wealth Management, Llc 26
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 26
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 26
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 26
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 26
Taylor Hoffman Wealth Management 26
Pfs Investments Inc. 26
Firestone Capital Management 26
Burleson & Company, LLC 26
Factorial Partners, Llc 26
West Branch Capital LLC 26
Bell Rock Capital Llc 26
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 26
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 26
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 26
Sargent Investment Group, LLC 26
Robertson Stephens Wealth Management, LLC 26
9258 Wealth Management, LLC 26
Asahi Life Asset Management Co., Ltd. 26
Ostrum Asset Management 26
Human Investing LLC 26
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 26
Garrett Wealth Advisory Group, LLC 26
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 26
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 26
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 26
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 26
MidWestOne Financial Group, Inc. 26
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 26
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 26
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 26
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 26
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 26
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 26
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 26
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 26
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 26
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 26
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 26
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 26
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 26
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 26
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 26
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 26
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 26
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 26
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 26
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 26
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 26
National Philanthropic Trust 26
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 26
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 26
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 26
Bulldog Investors, LLP 26
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 26
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 26
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 26
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 26
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 26
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 26
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 26
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 26
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 26
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 26
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 26
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 26
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 26
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 26
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 26
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 26
TD Securities (USA) LLC 25
Oxford Financial Group Ltd 25
Lee Danner & Bass Inc 25
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 25
Stancorp Investment Advisers Inc 25
Connors Investor Services Inc 25
McAdams Wright Ragen, Inc. 25
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 25
First PREMIER Bank 25
Cito Capital Group, LLC 25
Trails Edge Capital Partners, LP 25
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 25
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 25
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 25
Linden Thomas Advisory Services, LLC 25
Kiley Juergens Wealth Management, Llc 25
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 25
Advisors Capital Management, LLC 25
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 25
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 25
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 25
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 25
Camelot Portfolios, LLC 25
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 25
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 25
Round Rock Advisors, LLC 25
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 25
Northwest Financial Advisors 25
Dodge & Cox 25
Dg Capital Management Inc 25
Palladium Partners Llc 25
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 25
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 25
Northwestern Mutual Investment Services Llc 25
Thomas White International Ltd 25
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 25
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 25
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 25
H2o Am Llp 25
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 25
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 25
Legacy Capital Group California, Inc. 25
Capitolis Liquid Global Markets LLC 25
MONECO Advisors, LLC 25
Rossmore Private Capital 25
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 25
Smith, Moore & Co. 25
Brandywine Oak Private Wealth Llc 25
Miller Value Partners, Llc 25
Boone Capital Management Llc 25
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 25
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 25
Aisling Capital Management LP 25
Clear Investment Research, Llc 25
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 25
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 25
HYLD - Exchange Listed Funds Trust - High Yield ETF 25
Baxter Bros Inc 25
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 25
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 25
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 25
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 25
Paragon Capital Management Ltd 25
Holistic Financial Partners 25
Omega Fund Management, LLC 25
Context Partners Fund, L.p. 25
KVP Capital Advisors, LP 25
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 25
Ballast Advisors Llc 25
Belmont Global Advisors, Inc. 25
Nicolet Bankshares Inc 25
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 25
Wealthsource Partners, Llc 25
Financial Advisors Network, Inc. 25
FormulaFolio Investments, LLC 25
J.P. Turner & Co Capital Mnagement, LLC 25
denkapparat Operations GmbH 25
Susquehanna International Group Ltd. 25
Western Asset Global Corporate Defined Opportunity Fund Inc. 25
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 25
VASMX - VALIC Co II - Small Cap Growth Fund 25
Caldwell Trust Co 25
Lavaca Capital Llc 25
Bard Associates Inc 25
Resona Asset Management Co.,Ltd. 25
Loeb Partners Corp 25
SMA Capital LLC 25
Iron Horse Wealth Management, LLC 25
Kozak & Associates, Inc. 25
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 25
Rachor Investment Advisory Services, LLC 25
Allianz Se 25
United Financial Planning Group LLC 25
Eidelman Virant Capital 25
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 25
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 25
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 25
PAX Financial Group, LLC 25
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 25
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 25
Naples Global Advisors, Llc 25
Li Winifred I 25
III Capital Management 25
Northwest Wealth Management, Llc 25
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 25
Arbor Wealth Management, LLC 25
Weil Company, Inc. 25
Symmetry Partners, LLC 25
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 25
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 25
March Altus Capital Management LP 25
Proffitt & Goodson Inc 25
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 25
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 25
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 25
Portside Wealth Group, LLC 25
Soltis Investment Advisors LLC 25
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 25
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 25
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 25
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 25
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 25
Skaana Management L.P. 25
Investors Asset Management Of Georgia Inc /ga/ /adv 25
Menora Mivtachim Holdings Ltd. 25
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 25
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 25
Delaware Investments Dividend & Income Fund, Inc 25
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 25
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 25
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 25
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 25
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 25
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 25
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 25
BRASX - Blackrock Allocation Target Shares - Bats Series S 25
Oxbow Advisors, LLC 25
TradeLink Capital LLC 25
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 25
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 25
MTM Investment Management, LLC 25
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 25
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 25
Ronald Blue & Co Llc 25
Fairfield Financial Advisors, LTD 25
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 25
SBI Okasan Asset Management Co.Ltd. 25
Bahl & Gaynor Inc 25
Gruss Capital Management LP 25
American Trust 25
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 25
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 25
Goelzer Investment Management, Inc. 25
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 25
Strategic Capital Alternatives LLC 25
1 North Wealth Services Llc 25
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 25
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 25
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 25
Ten Capital Wealth Advisors, LLC 25
Donald L. Hagan, LLC 25
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 25
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 25
Keebeck Wealth Management, LLC 25
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 25
Spearhead Capital Advisors, Llc 25
SANE - Series Portfolios Trust - Subversive Mental Health ETF 25
Lord Abbett Developing Growth Fund, Inc. 25
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 25
SCS Capital Management LLC 25
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 25
VestGen Advisors, LLC 25
Freedman Financial Associates, Inc. 25
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 25
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 25
Woodley Farra Manion Portfolio Management Inc 25
B & T Capital Management DBA Alpha Capital Management 25
Kraematon Investment Advisors, Inc 24
Friedenthal Financial 24
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 24
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 24
Haafor (Singapore) Pte. Ltd. 24
Lehman Financial Resources, Inc. 24
ClearAlpha Technologies LP 24
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 24
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 24
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 24
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 24
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 24
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 24
John Hancock Income Securities Trust 24
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 24
Origin Asset Management LLP 24
Sii Investments Inc/wi 24
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 24
American National Registered Investment Advisor, Inc. 24
Lytton Laurence W 24
Dearborn Partners Llc 24
Amplify ETF Trust - Amplify AI Powered Equity ETF 24
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 24
EHLS - Tidal Trust II - Even Herd Long Short ETF 24
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 24
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 24
Guyasuta Investment Advisors Inc 24
United Asset Strategies, Inc. 24
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 24
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 24
Aviso Financial Inc. 24
PrairieView Partners, LLC 24
JT Stratford LLC 24
Lebenthal Holdings,LLC 24
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 24
Motley Fool Asset Management LLC 24
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 24
Turtle Creek Wealth Advisors, LLC 24
Chicago Capital, LLC 24
Two Roads Shared Trust - Hypatia Women CEO ETF 24
Mcdonald Partners Llc 24
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 24
MADDEN SECURITIES Corp 24
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 24
World Equity Group, Inc. 24
BRC Investment Management LLC 24
St. Johns Investment Management Company, LLC 24
Obermeyer Wood Investment Counsel, Lllp 24
SLIM - Janus Detroit Street Trust - The Obesity ETF 24
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 24
Founders Financial Securities Llc 24
GM Advisory Group, Inc. 24
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 24
Heritage Investors Management Corp 24
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 24
Birch Grove Capital LP 24
Mirador Capital Partners LP 24
Garden State Investment Advisory Services LLC 24
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 24
Signature Estate & Investment Advisors Llc 24
Patten & Patten Inc/tn 24
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 24
Chilton Investment Co Llc 24
Boston Trust Walden Corp 24
Foresite Capital Management II, LLC 24
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 24
Norris Perne & French Llp/mi 24
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 24
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 24
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 24
Oliver Luxxe Assets LLC 24
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 24
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 24
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 24
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 24
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 24
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 24
Alerus Financial Na 24
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 24
Cable Car Capital LLC 24
F&C Asset Management plc 24
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 24
Roundview Capital LLC 24
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 24
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 24
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 24
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 24
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 24
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF 24
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 24
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 24
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 24
Clarkston Capital Partners, LLC 24
Aua Capital Management, Llc 24
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 24
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 24
Checkpoint Capital L.P. 24
Beech Hill Advisors, Inc. 24
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 24
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 24
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF 24
General American Investors Co Inc 24
Charter Trust Co 24
Bank Of The West 24
Third Point LLC 24
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 24
Live Your Vision, LLC 24
Vanguard Morgan Growth Fund 24
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 24
Frontier Investment Mgmt Co 24
Wealth Watch Advisors, INC 24
Pacific View Asset Management, Llc 24
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 24
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 24
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 24
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 24
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 24
DT Investment Partners, LLC 24
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 24
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 24
Montecito Bank & Trust 24
Factory Mutual Insurance Co 24
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 24
Westend Capital Management LLC 24
McMahon Financial Advisors, LLC 24
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 24
Bbva Usa 24
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 24
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 24
Mpwm Advisory Solutions, Llc 24
SkyOak Wealth, LLC 24
Dividend Asset Capital, Llc 24
Tobias Financial Advisors, Inc. 24
Genesee Valley Trust Co 24
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 24
Guerra Advisors Inc 24
Hayden Royal, Llc 24
Bridgeworth, LLC 24
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 24
Mercer Capital Advisers, Inc. 24
Oracle Alpha Inc. 24
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 24
Capital Investment Advisors, LLC 24
HoyleCohen, LLC 24
White Pine Capital Llc 24
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 24
Mohican Financial Management, LLC 24
Masso Torrence Wealth Management Inc. 24
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 24
High Pointe Capital Management Llc 24
Aristotle Atlantic Partners, Llc 24
Voya Senior Income Fund 24
Alethea Capital Management, Llc 24
Israel Discount Bank of New York 24
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 24
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 24
Wells Fargo Global Dividend Opportunity Fund 24
Klingman & Associates, LLC 24
Investment Management Corp of Ontario 24
Sierra Capital LLC 24
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 24
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 24
FUKOKU MUTUAL LIFE INSURANCE Co 24
Romano Brothers And Company 24
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 24
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 24
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 24
VCSVX - VALIC Co II - Small Cap Value Fund 24
Palo Capital, Inc. 24
Main Street Research LLC 24
Kassirer Asset Management Corp 24
Graypoint LLC 24
Nuveen Floating Rate Income Fund 24
Boston Common Asset Management, LLC 24
Partners Capital Investment Group, Llp 24
EPG Wealth Management LLC 24
Klingenstein Fields & Co Lp 24
Quest Investment Management Llc 24
True Link Financial Advisors, LLC 24
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund 24
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 24
Stonebridge Financial Group, LLC 24
Leuthold Group, Llc 24
Elgethun Capital Management 24
Bennett Lawrence Management L L C/ny 24
Ferguson Wellman Capital Management, Inc 24
Heck Capital Advisors, LLC 24
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 24
Lecap Asset Management Ltd 24
Sound View Wealth Advisors Group, LLC 24
Evolution Wealth Management Inc. 24
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 24
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 24
Keudell/Morrison Wealth Management 24
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 24
Seeyond 24
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 24
ARGI Investment Services, LLC 24
AIA Group Ltd 24
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 23
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 23
Haberer Registered Investment Advisor Inc 23
Heights Capital Management, Inc 23
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 23
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 23
Traub Capital Management LLC 23
Farmers & Merchants Trust Co of Chambersburg PA 23
Century Capital Management Trust 23
Banyan Partners, LLC 23
PIMCO FUNDS - PIMCO Sector Fund Series - I 23
Cullinan Associates Inc 23
Linscomb & Williams, Inc. 23
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 23
Pzena Investment Management Llc 23
Naples Money Management LLC 23
Abundance Wealth Counselors 23
Nicholas Company, Inc. 23
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 23
Hennessy Advisors Inc 23
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 23
Anchor Capital Advisors Llc 23
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 23
Nova Wealth Management, Inc. 23
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 23
Private Bank & Trust Co 23
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 23
Palisade Asset Management, LLC 23
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF 23
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 23
Pure Financial Advisors, Inc. 23
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 23
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 23
Cfm Wealth Partners Llc 23
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 23
Desjardins Global Asset Management Inc. 23
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 23
Taurus Asset Management, Llc 23
Keebeck Alpha, LP 23
Legacy Financial Group LLC 23
Penn Mutual Asset Management, LLC 23
Baron Silver Stevens Financial Advisors, Llc 23
Baldwin Investment Management, LLC 23
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 23
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 23
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 23
Centric Wealth Management 23
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 23
Syntal Capital Partners, LLC 23
Piscataqua Savings Bank 23
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 23
Leelyn Smith, LLC 23
Johnson & Johnson 23
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 23
Cpwm, Llc 23
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 23
Manning & Napier Group, LLC 23
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 23
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 23
Quintet Private Bank (Europe) S.A. 23
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 23
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 23
Exxonmobil Investment Management Inc /tx 23
BKD Wealth Advisors, LLC 23
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 23
Park Square Financial Group, LLC 23
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 23
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 23
Nelson Capital Management, LLC 23
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 23
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 23
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 23
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 23
Railway Pension Investments Ltd 23
Fourth Dimension Wealth, LLC 23
Weaver C. Barksdale & Associates, Inc. 23
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 23
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 23
West Family Investments, Inc. 23
Brasada Capital Management, Lp 23
Andromeda Capital LLC 23
Mission Creek Capital Partners, Inc. 23
Bear Mountain Capital, Inc. 23
Total Investment Management Inc 23
Boston Family Office Llc 23
Avalon Trust Co 23
Signature Resources Capital Management, LLC 23
Fishman Jay A Ltd/mi 23
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 23
Nuveen Core Equity Alpha Fund 23
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 23
Bank of New Hampshire 23
First Affirmative Financial Network 23
Pennant Investors, Lp 23
Gluskin Sheff & Assoc Inc 23
Nkcfo Llc 23
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 23
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 23
Patton Albertson Miller Group, Llc 23
Koss-Olinger Consulting, LLC 23
Iszo Capital Management Lp 23
Castle Hook Partners LP 23
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 23
Amia Capital LLP 23
Apex Capital, Llc 23
SummerHaven Investment Management, LLC 23
Quest 10 Wealth Builders, Inc. 23
McKinley Carter Wealth Services, Inc. 23
Sepio Capital, LP 23
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 23
Richards, Merrill & Peterson, Inc. 23
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 23
Munder Series Trust 23
Horan Capital Advisors, LLC. 23
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 23
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 23
Canandaigua National Bank & Trust Co 23
Bremer Bank National Association 23
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 23
Holloway Wealth Management, LLC 23
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 23
Standard Life Investments LTD 23
Dfpg Investments, Llc 23
Slate Path Capital LP 23
Howard Wealth Management, Llc 23
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 23
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 23
Storebrand Asset Management As 23
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 23
Millstone Evans Group, LLC 23
Diversify Advisory Services, LLC 23
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 23
Corvex Management LP 23
Foster Dykema Cabot & Co Inc/ma 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 23
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 23
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 23
Bridges Investment Management Inc 23
F3Logic, LLC 23
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 23
Winslow Capital Management, LLC 23
Meyer Handelman Co 23
Senvest Management, LLC 23
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 23
Strive Financial Group ,LLC 23
Vhcp Management Iii, Llc 23
Cabot Wealth Management Inc 23
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 23
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 23
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 23
Sona Asset Management (us) Llc 23
True North Advisors, LLC 23
Chelsea Counsel Co 23
Formula Growth Ltd 23
Coastline Trust Co 23
Chesapeake Asset Management Llc 23
Copeland Capital Management, LLC 23
Turning Point Benefit Group, Inc. 23
Westfuller Advisors, LLC 23
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 23
Mount Lucas Management LP 23
Altus Wealth Group LLC 23
Delphi Private Advisors LLC 23
Sullivan, Bruyette, Speros & Blaney, LLC 23
Varma Mutual Pension Insurance Co 23
Stansberry Asset Management, Llc 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 23
Clear Perspective Advisors, LLC 23
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 23
Grey Fox Wealth Advisors, LLC 23
Campbell Newman Asset Management Inc 23
Jnl Series Trust - Jnl/mellon International Index Fund (a) 23
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 23
Wintrust Investments Llc 23
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 23
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 23
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 23
Register Financial Advisors LLC 23
Ambassador Advisors, LLC 23
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 23
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 23
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 23
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 23
OmniStar Financial Group, Inc. 23
Better Money Decisions, LLC 23
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 23
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 23
Ohio National Investments, Inc. 23
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 23
Flaharty Asset Management, LLC 23
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 23
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 23
Pineridge Advisors LLC 23
Liontrust Investment Partners LLP 23
Boenning & Scattergood, Inc. 23
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 23
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 23
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 23
Mountain Capital Investment Advisors, Inc 23
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 23
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 23
Newman Dignan & Sheerar, Inc. 23
Connecticut Wealth Management, LLC 23
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 23
LOPX - Direxion Shares ETF Trust - Direxion Low Priced Stock ETF 23
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 23
Heron Bay Capital Management 23
Headinvest, Llc 23
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF 23
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 23
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 23
Evelyn Partners Investment Management LLP 23
Biondo Investment Advisors, LLC 23
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 23
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 23
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 23
Sankala Group LLC 23
Atlas Private Wealth Management 23
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 23
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 23
Quantum Capital Management 22
TAP Consulting, LLC 22
Springhill Fund Asset Management (HK) Co Ltd 22
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 22
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 22
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 22
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 22
Gabelli Equity Series Funds Inc 22
Pax World Management Llc 22
MPS Loria Financial Planners, LLC 22
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 22
Greenline Wealth Management LLC 22
Compass Wealth Management LLC 22
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 22
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 22
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 22
PFG Private Wealth Management, LLC 22
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 22
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 22
Elmwood Wealth Management, Inc. 22
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 22
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 22
Mine & Arao Wealth Creation & Management, LLC. 22
Biltmore Capital Advisors LLC 22
Aviance Capital Management, Llc 22
Icon Wealth Advisors, LLC 22
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 22
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 22
Ritter Daniher Financial Advisory LLC / DE 22
Cutler Capital Management, LLC 22
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 22
Deuterium Capital Management, LLC 22
Country Club Trust Company, n.a. 22
AustralianSuper Pty Ltd 22
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 22
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF 22
High Income Opportunities Portfolio - High Income Opportunities Portfolio 22
Poehling Capital Management, LLC 22
Estate Counselors, LLC 22
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 22
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 22
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 22
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 22
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 22
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 22
Walker Asset Management, LLC 22
Bank Of Nova Scotia Trust Co 22
Prosperity Wealth Management, Inc. 22
Kendall Capital Management 22
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 22
Meristem Family Wealth, LLC 22
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 22
Trillium Asset Management, Llc 22
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 22
Transform Wealth, LLC 22
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 22
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 22
Tiaa Trust, National Association 22
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 22
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 22
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 22
Abner Herrman & Brock Llc 22
Cortina Asset Management, LLC 22
Fusion Family Wealth LLC 22
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 22
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 22
Quantum Private Wealth, LLC 22
Jeppson Wealth Management, Llc 22
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 22
Horrell Capital Management, Inc. 22
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 22
MU Investments Co., Ltd. 22
LFSC - RBB FUND, INC. - F/m Emerald Life Sciences Innovation ETF 22
Odey Asset Management Group Ltd 22
Ninety One UK Ltd 22
Cumberland Partners Ltd 22
Harbor Advisors LLC 22
Empirical Asset Management, LLC 22
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 22
Lynx Investment Advisory 22
Unique Wealth Strategies, LLC 22
Nuveen Floating Rate Income Opportunity Fund 22
Cyndeo Wealth Partners, LLC 22
Modern Wealth Management, LLC 22
Clifford Swan Investment Counsel Llc 22
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 22
InterOcean Capital Group, LLC 22
Tilia Fiduciary Partners, Inc. 22
Connectus Wealth, LLC 22
Kingdom Financial Group LLC. 22
Cm Wealth Advisors Llc 22
Tcw Strategic Income Fund Inc 22
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 22
Davide Leone & Partners Investment Co Ltd. 22
Price Wealth Management, Inc. 22
Baupost Group Llc/ma 22
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 22
ARS Investment Partners, LLC 22
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I 22
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 22
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 22
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 22
BOK Financial Private Wealth, Inc. 22
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 22
Goodman Advisory Group, LLC 22
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 22
Grandview Asset Management LLC 22
Guild Investment Management, Inc. 22
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 22
VSSGX - VALIC Co I - Small-Mid Growth Fund 22
Symmetry Investments LP 22
Invst, LLC 22
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 22
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 22
Mfs Charter Income Trust 22
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 22
PKO Investment Management Joint-Stock Co 22
Vazirani Asset Management LLC 22
Cannell Capital Llc 22
Simmons Bank 22
Mraz, Amerine & Associates, Inc. 22
Beacon Financial Group 22
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 22
Visionary Asset Management, Inc. 22
Bnc Wealth Management, Llc 22
Wilmington Trust, National Association 22
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 22
Cobblestone Capital Advisors Llc /ny/ 22
Principle Wealth Partners Llc 22
Gill Capital Partners, Llc 22
Park National Corp /oh/ 22
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 22
STXV - EA Series Trust - Strive 1000 Value ETF 22
Golden Green, Inc. 22
Hemenway Trust Co LLC 22
Cherry Tree Wealth Management, LLC 22
EWG Elevate Inc. 22
Jana Partners Llc 22
Barrow Hanley Mewhinney & Strauss Llc 22
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 22
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 22
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 22
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 22
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 22
Kingfisher Capital LLC 22
Adams Street Partners Llc 22
NF Trinity Capital (Hong Kong) Ltd 22
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 22
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 22
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 22
Wilmington Trust Co 22
Hardman Johnston Global Advisors LLC 22
Visionary Wealth Advisors 22
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 22
Daiwa Capital Markets America Inc. 22
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF 22
Sessa Capital IM, L.P. 22
Elmind Capital, LP 22
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 22
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 22
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 22
PARK CIRCLE Co 22
CHICAGO TRUST Co NA 22
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 22
Beaumont Financial Partners, LLC 22
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 22
Eaton Vance Floating-rate Income Plus Fund 22
Tanaka Capital Management Inc 22
Round Table Services, LLC 22
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 22
NOINX - Northern Funds - Northern International Equity Index Fund 22
Guardian Capital Lp 22
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 22
Perennial Investment Advisors, LLC 22
Range Financial Group LLC 22
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 22
Nuveen Short Duration Credit Opportunities Fund 22
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 22
Twin Lakes Capital Management, LLC 22
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 22
Stone Toro Investment Advisers, LP 22
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 22
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 22
Advyzon Investment Management, LLC 22
West Michigan Advisors, Llc 22
Azimuth Capital Management LLC 22
Nuveen Fund Advisors, LLC 22
Douglas C. Lane & Associates, Inc. 22
Canyon Capital Advisors Llc 22
Capital Group Private Client Services, Inc. 22
PartnerRe Asset Management CORP 22
Cooper Financial Group 22
Vision Retirement, LLC 22
Oarsman Capital, Inc. 22
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 22
Lloyds Banking Group plc 22
Paradigm Financial Partners, Llc 22
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 22
Bangor Savings Bank 22
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 22
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 22
WFA of San Diego, LLC 22
Global Financial Private Capital, LLC 22
CG Asset Management LLC 22
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 22
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 22
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 22
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 22
G&S Capital LLC 22
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 22
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 22
Mpm Asset Management Llc 22
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 22
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 22
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 22
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 22
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 22
SWAN Capital LLC 22
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 22
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 22
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 22
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 22
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 21
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 21
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 21
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 21
Private Portfolio Partners Llc 21
Argentiere Capital Ag 21
Broderick Brian C 21
Vanguard Convertible Securities Fund 21
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 21
Citizens Business Bank 21
GSB Wealth Management, LLC 21
Sentinus, LLC 21
IronBridge Capital Management LP 21
Aspiriant, Llc 21
Main Street Financial Solutions, LLC 21
Symphony Financial, Ltd. Co. 21
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 21
Nalls Sherbakoff Group, Llc 21
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 21
Davidson Investment Advisors 21
Perbak Capital Partners LLP 21
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 21
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 21
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 21
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 21
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 21
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 21
VitalStone Financial, LLC 21
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 21
East Coast Asset Management, LLC. 21
Gamble Jones Investment Counsel 21
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 21
Clearwater Capital Advisors, LLC 21
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 21
Richard Bernstein Advisors LLC 21
Lodestone Wealth Management LLC 21
Valentine Capital Asset Management, Inc. 21
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 21
Marietta Investment Partners Llc 21
Chemical Bank 21
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 21
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 21
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 21
PNC Managed Account Solutions, Inc. 21
Mainstay Capital Management Llc /adv 21
Ewa, Llc 21
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 21
Strategic Advocates LLC 21
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 21
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 21
ENDW - EA Series Trust - Cambria Endowment Style ETF 21
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 21
Jackson, Grant Investment Advisers, Inc. 21
Gyl Financial Synergies, Llc 21
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 21
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 21
Sage Capital Advisors,llc 21
Knowledge Leaders Capital, LLC 21
Mason Capital Management Llc 21
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 21
Pflug Koory, LLC 21
Insight Advisors, LLC/ PA 21
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 21
Avitas Wealth Management LLC 21
Garner Asset Management Corp 21
Provenance Wealth Advisors, LLC 21
Atlantic Private Wealth, LLC 21
S.A. Mason LLC 21
Prio Wealth Limited Partnership 21
VCULX - VALIC Co I - Growth Fund 21
Cypress Capital, LLC 21
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 21
Phoenix Wealth Advisors 21
Corriente Advisors, LLC 21
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 21
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 21
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 21
Thb Asset Management 21
Legacy Private Trust Co. 21
Long Focus Capital Management, Llc 21
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 21
Surevest, LLC 21
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 21
Sawyer & Company, Inc 21
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 21
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 21
Ranger Investment Management, L.P. 21
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 21
Guardian Investor Services Llc 21
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 21
Mascagni Wealth Management, Inc. 21
Roman Butler Fullerton & Co 21
REAP Financial Group, LLC 21
Capital A Wealth Management, LLC 21
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 21
Fort Baker Capital Management LP 21
Connective Portfolio Management, LLC 21
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 21
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 21
Cohen Capital Management, Inc. 21
VELA Investment Management, LLC 21
Sage Rhino Capital Llc 21
FRG Family Wealth Advisors LLC 21
Quadrant Private Wealth Management, LLC 21
HC Advisors, LLC 21
Athena Capital Advisors Llc 21
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 21
Sagespring Wealth Partners, Llc 21
Norway Savings Bank 21
Bernard Wealth Management Corp. 21
NWK Group, Inc. 21
Lion Street Advisors, LLC 21
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 21
Tyrus Capital S.A.M. 21
Zuckerman Investment Group, LLC 21
Stock Yards Bank & Trust Co 21
Putnam High Income Securities Fund 21
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 21
Landsberg, Bennett, & Dubbaneh LLC 21
GQG Partners LLC 21
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 21
Aveo Capital Partners, LLC 21
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 21
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 21
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 21
Generali Investments CEE, investicni spolecnost, a.s. 21
Carret Asset Management, Llc 21
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 21
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 21
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 21
Financial Connections Group, Inc. 21
Valued Wealth Advisors LLC 21
Bank of Jackson Hole Trust 21
Portfolio Solutions, LLC 21
Nuveen Senior Income Fund 21
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 21
Decheng Capital Management III (Cayman), LLC 21
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 21
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 21
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 21
FAINX - MSS Series Trust - Fallen Angels Income Fund 21
Fifth Third Wealth Advisors LLC 21
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 21
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 21
Inverness Counsel Llc /ny/ 21
Mengis Capital Management, Inc. 21
Decker Retirement Planning Inc. 21
Oak Grove Capital LLC 21
X-Square Capital, LLC 21
Rnc Capital Management Llc 21
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 21
AIA Investment Management Private Ltd 21
DSAM Partners (London) Ltd 21
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 21
Jafra Capital Management LP 21
Coatue Management Llc 21
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 21
Omni Event Management Ltd 21
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 21
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 21
South Georgia Capital, Llc 21
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 21
Windsor Capital Management, LLC 21
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 21
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 21
Parnassus Investments /ca 21
Castle Rock Wealth Management, LLC 21
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 21
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 21
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 21
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 21
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 21
1st Source Bank 21
Bks Advisors, Llc 21
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 21
City Financial Investment Co Ltd 21
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 21
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 21
Strategy Asset Managers Llc 21
TIMOTHY PLAN - Timothy Strategic Variable 21
Greenwich Wealth Management LLC 21
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 21
Connable Office Inc 21
Sphinx Trading, Lp 21
Verity & Verity, LLC 21
Penbrook Management LLC 21
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 21
Nfj Investment Group, Llc 21
Advisor OS, LLC 21
Sharkey, Howes & Javer 21
Godshalk Welsh Capital Management, Inc. 21
Greenlight Capital Inc 21
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 21
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 21
Pointe Capital Management LLC 21
Smallwood Wealth Investment Management, LLC 21
Exos Asset Management LLC 21
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 21
Family Firm, Inc. 21
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 21
Mirova 21
Mairs & Power Inc 21
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 21
Wsfs Capital Management, Llc 21
Yahoo Inc 21
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 21
DG Capital Management, LLC 21
Ntv Asset Management Llc 21
Mediolanum International Funds Ltd 21
Compton Capital Management Inc /ri 21
Cowen Investment Management LLC 21
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 21
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 21
Dagco, Inc. 21
Welch Group, LLC 21
Catalina Capital Group, LLC 21
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 21
John G Ullman & Associates Inc 21
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 21
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 21
Boreal Capital Management LLC 21
Bristlecone Advisors, LLC 21
South Texas Money Management Ltd 21
Torray Llc 21
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 21
Arcus Capital Partners, LLC 21
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 21
QUANTRES ASSET MANAGEMENT Ltd 21
Summit Financial Wealth Advisors, LLC 21
Croft-leominster Inc 21
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 21
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 21
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 21
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 21
Gerry Farber, LLC 21
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 21
Special Opportunities Fund, Inc. 21
Matisse Capital 21
Diamond Hill Capital Management Inc 21
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 21
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 21
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 21
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 21
Castle Wealth Management Llc 21
Dimension Capital Management Llc 21
Augustine Asset Management Inc 21
Liberty All Star Equity Fund 21
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 21
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 21
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 21
Liberty All Star Growth Fund Inc. 21
Dv Equities, Llc 21
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 21
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 21
PSIL - AdvisorShares Trust - AdvisorShares Psychedelics ETF 21
Punch & Associates Investment Management, Inc. 21
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 21
Hills Bank & Trust Co 21
TPG Group Holdings (SBS) Advisors, Inc. 21
Burnham Asset Management Corp /ny/ 20
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 20
Hershey Trust Co 20
YANKCOM Partnership 20
North Dakota State Investment Board 20
New York Life Trust Co 20
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 20
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 20
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 20
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 20
Cowen Prime Advisors LLC 20
Sovran Advisors, LLC 20
Ashfield Capital Partners, LLC 20
Middleton & Co Inc/ma 20
AMREX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E 20
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 20
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 20
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 20
Precept Management LLC 20
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 20
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 20
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 20
Garda Capital Partners Lp 20
Lingohr & Partner Asset Management GmbH 20
SeaBridge Investment Advisors LLC 20
ELI LILLY & Co 20
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 20
Dsm Capital Partners Llc 20
Acumen Wealth Advisors, LLC 20
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 20
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 20
My Personal CFO, LLC 20
Tiaa Cref Trust Co Fsb/mo 20
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 20
First National Corp /ma/ /adv 20
Groesbeck Investment Management Corp /nj/ 20
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 20
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 20
Ar Asset Management Inc 20
Rampart Investment Management Company, LLC 20
Roxbury Financial LLC 20
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 20
Resolute Advisors LLC 20
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 20
Eubel Brady & Suttman Asset Management Inc 20
Knightsbridge Asset Management, Llc 20
Allianzgi Convertible & Income 2024 Target Term Fund 20
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 20
Blackrock Floating Rate Income Strategies Fund, Inc. 20
Cetera Trust Company, N.A 20
Delta Investment Management, LLC 20
Grey Street Capital, LLC 20
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 20
Litman Gregory Asset Management LLC 20
Nippon Life Global Investors Americas, Inc. 20
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 20
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 20
Fullerton Fund Management Co Ltd 20
Gilliland Jeter Wealth Management LLC 20
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 20
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 20
Sandell Asset Management Corp 20
Crabel Capital Management, LLC 20
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 20
IMG Wealth Management, Inc. 20
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 20
Principal Street Partners, LLC 20
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 20
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 20
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 20
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 20
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 20
SFY - Tidal ETF Trust - SoFi Select 500 ETF 20
Chartwell Investment Partners/pa 20
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 20
May Hill Capital, LLC 20
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 20
Prosperity Consulting Group, LLC 20
Texas Capital Bank Wealth Management Services Inc 20
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 20
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 20
Legacy Bridge, LLC 20
Virtus Global Multi-sector Income Fund 20
Amica Pension Fund Board Of Trustees 20
HBM Healthcare Investments (Cayman) Ltd. 20
Aris Wealth Services, Inc. 20
Texas Capital Bancshares Inc/tx 20
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 20
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 20
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 20
L2 Asset Management, LLC 20
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 20
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 20
SWS Partners 20
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 20
Madison Asset Management, LLC 20
Cidel Asset Management Inc 20
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 20
Hyman Charles D 20
Siemens Fonds Invest GmbH 20
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 20
PENN SERIES FUNDS INC - Flexibly Managed Fund 20
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 20
Sandy Cove Advisors, LLC 20
Financial Advantage, Inc. 20
Lansforsakringar Fondforvaltning AB (publ) 20
Court Place Advisors, LLC 20
Prospector Partners Llc 20
AXS Investments LLC 20
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 20
Brookwood Investment Group LLC 20
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 20
Alphabet Inc. 20
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 20
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 20
La Banque Postale Asset Management SA 20
Pandora Wealth, Inc. 20
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 20
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 20
Rakuten Investment Management, Inc. 20
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 20
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 20
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 20
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 20
Militia Capital Partners, LP 20
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 20
Gilbert & Cook, Inc. 20
Perimeter Capital Partners, LLC 20
Baker Tilly Financial, Llc 20
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 20
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 20
Meridian Wealth Advisors, LLC 20
Dfa Investment Trust Co - The Emerging Markets Series 20
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 20
Marks Group Wealth Management, Inc 20
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 20
Credential Securities Inc. 20
Advanced Series Trust - Ast Mid-cap Growth Portfolio 20
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 20
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 20
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 20
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 20
Investors Financial Group, LLC 20
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 20
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 20
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 20
Cheviot Value Management, LLC 20
Equitable Trust Co 20
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 20
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 20
Annandale Capital, LLC 20
Capital Group Investment Management Pte. Ltd. 20
PPM Funds - PPM Long Short Credit Fund (Inst) 20
WCG Wealth Advisors LLC 20
Tcg Advisors, Lp 20
Telluride Asset Management LLC 20
Sterling Financial Planning, Inc. 20
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 20
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I 20
Iowa State Bank 20
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 20
United Community Bank 20
BancorpSouth Inc 20
Alpha Quant Advisors, Llc 20
Stokes Family Office, LLC 20
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 20
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 20
Lebenthal Global Advisors, LLC 20
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 20
Altitude Crest Partners Inc. 20
Madison Investment Holdings Inc 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 20
Mfs Multimarket Income Trust 20
LifePlan Financial Group, Inc 20
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 20
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 20
Iberiabank Corp 20
Karpus Management, Inc. 20
AUERX - Unified Series Trust - Auer Growth Fund 20
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 20
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 20
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 20
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 20
Cypress Funds Llc 20
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 20
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 20
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 20
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 20
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 20
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 20
Hudson Valley Investment Advisors Inc /adv 20
Beverly Hills Private Wealth, LLC 20
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 20
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 20
Core Alternative Capital 20
IFC Holdings Incorporated/FL 20
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 20
Diag Capital Management, Lp 20
Columbia Asset Management 20
Uniplan Investment Counsel, Inc. 20
Tamarack Capital Management, LLC 20
Sunrise Financial Services, LLC 20
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 20
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 20
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 20
Capstone Series Fund Inc 20
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 20
Penobscot Investment Management Company, Inc. 20
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 20
Wealthgarden F.s. Llc 20
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 20
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 20
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 20
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 20
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 20
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 20
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 20
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 20
Paragon Capital Management LLC 20
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 20
Jay Jeffrey R 20
Breakwater Investment Management 20
New Wave Wealth Advisors Llc 20
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 20
JCIC Asset Management Inc. 20
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 20
VELA Funds - VELA Large Cap 130/30 Fund Class I 20
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 20
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 20
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 20
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 20
Everhart Financial Group, Inc. 20
Lehman & Derafelo Financial Resources LLC 20
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 20
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 20
Onyx Bridge Wealth Group LLC 20
Great Lakes Retirement, Inc. 20
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 20
Price Michael F 20
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 20
Quad Capital Management Advisors LLC 20
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 20
Trivant Custom Portfolio Group, LLC 20
New Vernon Capital Holdings II LLC 20
Princeton Portfolio Strategies Group LLC 20
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 20
American Asset Management Inc. 20
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 20
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 20
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 20
Cardinal Capital Management 20
FS Series Trust - FS Market Neutral Fund Class I 20
Net Worth Advisory Group 20
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 20
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 20
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 20
Highline Capital Management, L.p. 20
Advanced Series Trust - Ast High Yield Portfolio 20
Bft Financial Group, Llc 20
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 20
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 20
Dfa Investment Trust Co - The U.s. Large Cap Value Series 20
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 20
Lourd Capital, LLC 20
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 20
Iron Financial, LLC 20
Sapient Capital Llc 20
Optas, LLC 20
Baron Financial Group, LLC 20
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 20
Summit Wealth Group Llc / Co 20
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 20
BancorpSouth Bank 20
Eisler Capital (UK) Ltd. 20
Becker Capital Management Inc 20
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 20
MSD Partners, L.P. 20
Growth Fund Of America 20
Israel Discount Bank Of New York /gfn 20
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 19
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 19
TrinityPoint Wealth, LLC 19
Aj Wealth Strategies, Llc 19
Concorde Asset Management, LLC 19
Hamilton Wealth, LLC 19
BlackRock ETF Trust II - BlackRock Flexible Income ETF 19
Maple Capital Management, Inc. 19
Strategic Financial Concepts, LLC 19
CRA Financial Services, LLC 19
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 19
Cozad Asset Management Inc 19
Analyst IMS Investment Management Services Ltd. 19
LFA - Lugano Financial Advisors SA 19
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 19
Foresite Capital Management V, LLC 19
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 19
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 19
Harfst & Associates, Inc. 19
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 19
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 19
Bender Robert & Associates 19
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 19
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 19
Heritage Trust Co 19
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 19
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 19
Farallon Capital Partners, L.P. 19
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 19
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 19
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 19
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 19
Wilmington Trust Investment Management, LLC 19
Bridgewater Advisors Inc. 19
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 19
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 19
Woodward Diversified Capital, Llc 19
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 19
Reby Advisors, LLC 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 19
Cary Street Partners Asset Management Llc 19
Profunds - Profund Vp Ultrabull 19
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 19
Old Mission Capital, Llc 19
Profunds - Profund Vp Bull 19
Profunds - Profund Vp Large-cap Value 19
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 19
ShoreHaven Wealth Partners, LLC 19
Capitolis Advisors LLC 19
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 19
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 19
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 19
Lumature Wealth Partners, LLC 19
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 19
Alta Wealth Advisors LLC 19
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 19
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 19
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 19
Hayman Capital Management, L.p. 19
Landaas & Co /wi /adv 19
Affiance Financial, LLC 19
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 19
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 19
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 19
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 19
Glacier Peak Capital LLC 19
Empire Life Investments Inc. 19
Mb, Levis & Associates, Llc 19
MJT & Associates Financial Advisory Group, Inc. 19
Carmel Capital Partners, LLC 19
North Capital, Inc. 19
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 19
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 19
Missouri Trust & Investment Co 19
TopTier Wealth Management, LLC 19
Fsb Premier Wealth Management, Inc. 19
Private Advisory Group LLC 19
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 19
Wood Tarver Financial Group, LLC 19
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 19
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 19
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 19
Armis Advisers, LLC 19
PENN SERIES FUNDS INC - Index 500 Fund 19
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 19
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 19
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 19
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 19
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 19
Securian Funds Trust - SFT Index 500 Fund Class 1 19
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 19
Rosenblum Silverman Sutton S F Inc /ca 19
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 19
Franklin Universal Trust 19
ROSS\JOHNSON & Associates LLC 19
Eisler Capital Management Ltd. 19
Crescent Capital Consulting, LLC 19
Fwl Investment Management, Llc 19
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 19
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 19
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 19
JTC Employer Solutions Trusteee Ltd 19
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 19
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 19
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 19
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 19
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 19
Gwn Securities Inc. 19
Monimus Capital Management, Lp 19
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 19
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 19
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 19
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 19
Chung Wu Investment Group, LLC 19
Synergy Investment Management, LLC 19
Black Maple Capital Management LP 19
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 19
Peapod Lane Capital LLC 19
Brown Capital Management Llc 19
Park Avenue Institutional Advisers LLC 19
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 19
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 19
CTC Capital Management, LLC 19
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 19
Wingate Wealth Advisors, Inc. 19
AIMZ Investment Advisors, LLC 19
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 19
Scholtz & Company, Llc 19
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 19
Fortis Group Advisors, LLC 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 19
D. E. Shaw & Co, L.p. 19
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 19
PCM Encore, LLC 19
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 19
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 19
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 19
Painted Porch Advisors LLC 19
Eaton Vance Floating-rate 2022 Target Term Trust 19
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 19
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 19
Gabelli Go Anywhere Trust 19
AMF Pensionsforsakring AB 19
Thrivent Core Funds - Thrivent Core International Equity Fund 19
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 19
Bard Financial Services, Inc. 19
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 19
Siena Capital Llc 19
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 19
Legacy Wealth Asset Management, LLC 19
Guardian Capital Advisors Lp 19
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 19
Donaldson Capital Management, Llc 19
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 19
SVA Wealth Management, LLC 19
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 19
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 19
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 19
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 19
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 19
TruNorth Capital Management, LLC 19
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 19
Precision Wealth Strategies, LLC 19
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 19
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 19
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 19
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 19
New Covenant Trust Company, N.A. 19
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 19
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 19
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 19
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 19
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 19
Bainco International Investors 19
PSYK - ETF Series Solutions - PSYK ETF 19
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 19
CSM Advisors, LLC 19
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 19
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 19
Roberts Glore & Co Inc /il/ 19
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 19
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 19
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 19
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 19
FEDERATED CORE TRUST - High Yield Bond Portfolio 19
Jones Hill Capital LP 19
SILVER OAK SECURITIES, Inc 19
Kettle Hill Capital Management, Llc 19
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 19
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 19
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 19
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 19
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 19
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 19
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 19
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 19
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 19
Napier Financial, LLC 19
Investment Management Of Virginia Llc 19
Fairman Group, LLC 19
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 19
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 19
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 19
Tevis Investment Management 19
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 19
Global Assets Advisory, LLC 19
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 19
Hunter Perkins Capital Management, LLC 19
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 19
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 19
Mastrapasqua Asset Management Inc 19
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 19
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 19
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 19
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 19
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 19
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 19
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 19
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 19
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 19
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 19
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 19
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 19
Vanguard National Trust Co 19
Creative Capital Management Investments LLC 19
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 19
PACIFIC SELECT FUND - Equity Index Portfolio Class I 19
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 19
Trifecta Capital Advisors, LLC 19
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 19
Busey Wealth Management 19
Spectrum Wealth Counsel, LLC 19
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 19
Hedeker Wealth, LLC 19
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 19
Forum Finance Group S.A. 19
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 19
Private Management Group Inc 19
Foster Dykema Cabot & Partners, Llc 19
Advanced Series Trust - Ast International Growth Portfolio 19
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 19
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 19
Advent Claymore Convertible Securities & Income Fund Ii 19
Advent/claymore Enhanced Growth & Income Fund 19
Telos Capital Management, Inc. 19
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 19
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 19
Dynamic Wealth Strategies, LLC 19
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 19
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 19
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 19
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 19
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 19
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 19
Smith, Salley & Associates 19
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 19
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 19
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 19
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 19
NOSIX - Northern Funds - Northern Stock Index Fund 19
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 19
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 19
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 19
Aisling Capital LLC 19
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 19
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 19
Blackrock Floating Rate Income Trust 19
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 19
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 19
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 19
Watershed Asset Management, L.L.C. 19
Financial Freedom, LLC 19
Winthrop Capital Management, LLC 19
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 19
OHIO NATIONAL FUND INC - ON International Equity Portfolio 19
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 19
Kimelman & Baird, LLC 19
Veracity Capital LLC 19
APG Asset Management US Inc. 19
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 19
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 19
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 19
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 19
Sachem Head Capital Management LP 19
Oppenheimer Discovery Fund 19
Consolidated Planning Corp 19
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 19
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 19
Boyd Watterson Asset Management Llc/oh 19
Harding Loevner Lp 19
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 19
Ironsides Asset Advisors, LLC 19
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 19
Edmond De Rothschild Asset Management (france) 19
Spotlight Asset Group, Inc. 19
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 19
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 19
Magnolia Capital Advisors Llc 19
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 19
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 19
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 19
FolioMetrix LLC 19
Monetta Financial Services Inc 19
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 19
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 19
Simply Money Advisors 19
Whitebox Mutual Funds 19
Wealthquest Corp 19
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 19
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 19
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 19
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 19
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 19
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 19
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 19
BSW Wealth Partners 19
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 19
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 19
Homrich & Berg 19
Legend Financial Advisors, Inc. 19
MayTech Global Investments, LLC 19
Entrust Financial Llc 19
Shilanski & Associates, Inc. 19
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 19
Kaizen Advisory, Llc 19
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 19
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 19
Madison Avenue Partners, LP 19
Addison Capital Co 19
Zhang Financial LLC 19
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 19
Premia Global Advisors, Llc 19
Vanguard Capital Wealth Advisors 19
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 19
Okabena Investment Services Inc 19
Private Asset Management Inc 19
Burns J W & Co Inc/ny 19
Adams Wealth Management 19
Garton & Associates Financial Advisors LLC 19
Imprint Wealth LLC 19
Banced Corp 19
Houlihan Financial Resource Group, Ltd. 19
Vivaldi Opportunities Fund 19
VCIEX - VALIC Co I - International Equities Index Fund 19
Community Financial Services Group, LLC 19
Rpo Llc 19
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 19
Pine Valley Investments Ltd Liability Co 19
Lvm Capital Management Ltd/mi 19
Schmidt P J Investment Management Inc 19
Spdr S&p 500 Etf Trust 19
VCCCX - VALIC Co I - Capital Conservation Fund 19
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund 19
Capital Financial Planning, LLC 19
Titleist Asset Management, Llc 19
Hnp Capital Llc 19
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 19
IMS Capital Management 19
Jacobs & Co/ca 19
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 19
Pathway Financial Advisors LLC 19
Spirit Of America Management Corp/ny 19
Parasol Investment Management, LLC 19
XML Financial, LLC 19
Braun-Bostich & Associates Inc. 19
E&G Advisors, LP 19
BluePath Capital Management, LLC 19
Kinneret Advisory, LLC 19
Empower Advisory Group, LLC 19
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 19
SlateStone Wealth, LLC 19
Hibernia Wealth Partners, LLC 19
Ascent Wealth Partners, LLC 19
Manikay Partners, LLC 18
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 18
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 18
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 18
Profit Investment Management, LLC 18
Summitry Llc 18
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 18
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 18
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 18
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 18
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 18
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 18
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 18
Leo Wealth, LLC 18
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 18
Galaxy Capital Trading Ltd 18
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 18
Financial Advisory Service, Inc. 18
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 18
Strategic Asset Management, LLC 18
ELCO Management Co., LLC 18
Ivory Investment Management, Llc 18
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 18
Everett Harris & Co /ca/ 18
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 18
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 18
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 18
Polaris Capital Management, LLC 18
GlobalBridge, Inc. 18
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 18
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 18
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 18
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 18
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 18
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 18
Winton Capital Management Ltd 18
Glenview Capital Management, Llc 18
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 18
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 18
Kelman-Lazarov, Inc. 18
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 18
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 18
Tt International 18
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 18
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 18
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 18
Poplar Forest Capital LLC 18
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 18
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 18
Tiaa-cref Individual & Institutional Services, Llc 18
Us Global Investors Funds 18
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 18
GATEX - Gateway Trust - Gateway Fund Class A Shares 18
Napier Park Global Capital (US) LP 18
First Washington CORP 18
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 18
Pergamon Offshore Advisors, L.P. 18
Lafayette Investments, Inc. 18
Focus Financial Network, Inc. 18
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 18
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 18
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 18
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 18
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 18
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 18
Southern Michigan Bank & Trust 18
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 18
Hara Capital LLC 18
KIFAX - Forward Funds - Salient Select Income Fund Class A 18
Resurgent Financial Advisors LLC 18
Benchmark Capital Advisors 18
Starfire Investment Advisers, Inc. 18
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 18
Ilmarinen Mutual Pension Insurance Co 18
Provence Wealth Management Group 18
Mcmillion Capital Management Inc 18
BAD - Listed Funds Trust - B.A.D. ETF 18
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 18
Orinda Asset Management LLC 18
Acropolis Investment Management, LLC 18
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 18
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 18
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 18
Dreman Value Management, L L C 18
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 18
Newfound Research LLC 18
Fcg Advisors, Llc 18
Artemis Wealth Advisors, LLC 18
New England Asset Management Inc 18
Bank OZK 18
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 18
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 18
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 18
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 18
TFG Advisers LLC 18
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 18
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 18
Sugar Maple Asset Management, LLC 18
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 18
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 18
Pathway Financial Advisers, LLC 18
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 18
Tempus Wealth Planning, LLC 18
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 18
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 18
Engrave Wealth Partners LLC 18
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 18
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 18
Graybill Bartz & Assoc Ltd 18
Eagle Ridge Investment Management 18
Crawford Investment Counsel Inc 18
Scharf Investments, Llc 18
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 18
Fulton Breakefield Broenniman Llc 18
Fullcircle Wealth Llc 18
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 18
Lumbard & Kellner, LLC 18
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 18
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 18
Acrisure Capital Management, LLC 18
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 18
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 18
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 18
Arnhold LLC 18
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 18
Sante Capital Fund, LP 18
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 18
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 18
Asset Management Corp /il/ /adv 18
Stephenson National Bank & Trust 18
Northwest Capital Management Inc 18
Granite FO LLC 18
Masters Capital Management Llc 18
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 18
Oaktree Diversified Income Fund Inc. 18
Nuveen Diversified Dividend & Income Fund 18
Buckingham Capital Management, Inc. 18
Segment Wealth Management, LLC 18
Stock Portfolio - Stock Portfolio 18
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 18
First National Bank of South Miami 18
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 18
Resonant Capital Advisors, LLC 18
Bnp Paribas 18
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 18
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 18
Mystic Asset Management, Inc. 18
Sheets Smith Investment Management 18
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 18
Putnam Voyager Fund 18
Antipodean Advisors LLC 18
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 18
Griffin Institutional Access Credit Fund 18
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 18
Maplelane Capital, Llc 18
Delaware Vip Trust - Delaware Vip Value Series Standard Class 18
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 18
Lgl Partners, Llc 18
Authentikos Wealth Advisory, LLC 18
Fort Pitt Capital Group, Llc 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 18
Highland Private Wealth Management 18
Santori & Peters, Inc. 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 18
Honeywell International Inc 18
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 18
Quattro Advisors LLC 18
300 North Capital, Llc 18
Enterprise Trust & Investment Co 18
AMCPX - AMCAP FUND - AMCAP FUND Class A 18
Kera Capital Partners, Inc. 18
Congress Park Capital LLC 18
Cedar Brook Financial Partners, LLC 18
Rodgers Brothers Inc. 18
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 18
Weatherly Asset Management L. P. 18
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 18
Core Wealth Advisors, Inc. 18
Sands Capital Management, Llc 18
Purpose Unlimited Inc. 18
Gyroscope Capital Management Group, Llc 18
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 18
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 18
General Electric Co 18
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 18
Winnow Wealth Llc 18
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 18
MML Series Investment Fund II - MML Equity Fund Initial Class 18
Southpoint Capital Advisors LP 18
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 18
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 18
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 18
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 18
Df Dent & Co Inc 18
Cordatus Wealth Management LLC 18
Guardian Wealth Advisors, Llc / Nc 18
Steadfast Capital Management Lp 18
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 18
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 18
Point View Wealth Management, Inc. 18
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 18
Vision Financial Markets Llc 18
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 18
Cacti Asset Management Llc 18
Farmers National Bank 18
Y.D. More Investments Ltd 18
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 18
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 18
Evelyn Partners Investment Management Services Ltd 18
Waddell & Associates, Llc 18
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 18
WestEnd Advisors, LLC 18
O'Neil Global Advisors, Inc. 18
FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 18
Seneschal Advisors, LLC 18
Parcion Private Wealth LLC 18
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 18
Pensionfund DSM Netherlands 18
Patriot Investment Management Inc. 18
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 18
Kerrisdale Advisers, LLC 18
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 18
Moss Adams Wealth Advisors LLC 18
ICONIQ Capital, LLC 18
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 18
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 18
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 18
Pinpoint Asset Management Ltd 18
Burns Matteson Capital Management, LLC 18
Alan B. Lancz & Associates, Inc. 18
Opseu Pension Plan Trust Fund 18
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 18
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 18
Three Seasons Wealth, LLC 18
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 18
Foresite Capital Management VI LLC 18
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 18
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 18
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 18
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 18
Carson Advisory Inc. 18
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 18
Legg Mason Asset Management (Japan) Co., Ltd. 18
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 18
Scissortail Wealth Management, LLC 18
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 18
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 18
Wealthedge Investment Advisors, Llc 18
Occidental Asset Management, LLC 18
Acima Private Wealth, Llc 18
Ofi Invest Asset Management 18
Catawba Capital Management /va 18
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 18
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 18
Paragon Wealth Strategies, LLC 18
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 18
Alpine Partners USVI, LLC 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 18
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 18
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 18
Integrity Alliance, Llc. 18
ASR Vermogensbeheer N.V. 18
Ramirez Asset Management, Inc. 18
Gary Goldberg Planning Services Inc 18
Monroe Bank & Trust/mi 18
DCM Advisors, LLC 18
Widmann Financial Services, Inc. 18
Blackrock Multi-sector Opportunities Trust 18
Wayfinding Financial, LLC 18
Cowa, Llc 18
Professional Financial Advisors, LLC 18
Maseco Llp 18
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 18
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 18
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 18
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 18
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 18
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 18
Summit Wealth & Retirement Planning, Inc. 18
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 18
Summit Wealth Group, LLC 18
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 18
DORCHESTER WEALTH MANAGEMENT Co 18
Advocate Investing Services LLC 18
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 18
VCBCX - VALIC Co I - Blue Chip Growth Fund 18
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 18
First Merchants Corp 18
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 18
GFG Capital, LLC 18
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 18
NLB Skladi, upravljanje premozenja, d.o.o. 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 18
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 18
Humankind Investments LLC 18
qPULA Trading Management LP 18
Cascade Investment Advisors, Inc. 18
Strategic Investment Advisors / MI 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 18
Berry Street Capital Management LLP 18
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 18
Yellowstone Partners, LLC 18
Wealth Alliance Advisory Group, LLC 18
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 18
Horizon Investment Services, LLC 18
Apollo Management Holdings, L.P. 18
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 18
Artal International S.C.A. 18
Sterneck Capital Management, LLC 18
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 18
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 18
MRP Capital Investments, LLC 18
Slotnik Capital, LLC 18
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 18
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 18
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 18
Team Hewins, LLC 18
Commonwealth Retirement Investments LLC 18
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 18
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 18
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 18
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 18
Platte River Capital LLC 18
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 18
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 18
Quadcap Wealth Management, LLC 18
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 18
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 18
DHJJ Financial Advisors, Ltd. 18
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 18
PPM Funds - PPM High Yield Core Fund (Inst) 18
Counsel Portfolio Services Inc. 18
Sterne Agee Group, Inc. 18
Cullen Capital Management, LLC 18
LVPIX - Profunds - Large-cap Value Profund Investor Class 18
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 18
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 18
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 18
Apella Capital, LLC 18
RGT Wealth Advisors, LLC 18
Fideuram Asset Management (Ireland) dac 18
Spouting Rock Asset Management, LLC 18
ULPIX - Profunds - Ultrabull Profund Investor Class 18
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 18
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 18
BLPIX - Profunds - Bull Profund Investor Class 18
Field & Main Bank 18
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 18
Souders Financial Advisors 18
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF 18
Capital Planning Advisors, LLC 18
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 18
Vima Llc 18
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 18
Circle Wealth Management, LLC 18
Putnam ETF Trust - Putnam BioRevolution ETF - 18
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 18
Pioneer Floating Rate Trust 18
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 18
Auxier Asset Management 18
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 18
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 18
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 18
Markston International Llc 18
Sigma Investment Counselors Inc 18
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 18
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 17
Defilade Capital Management, L.P. 17
Holderness Investments Co 17
Sentinel Trust Co Lba 17
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 17
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 17
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 17
Alpine Associates Advisors 17
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 17
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 17
Crews Bank & Trust 17
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 17
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 17
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 17
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 17
Vaughan David Investments Inc/il 17
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 17
FLP Wealth Management, LLC 17
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 17
Nextech Invest AG 17
Jackson Square Partners, LLC 17
MFCPX - M FUND INC - M Capital Appreciation Fund 17
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 17
First Trust High Income Long/short Fund 17
Western Pacific Wealth Management, LP 17
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 17
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 17
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 17
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 17
Alaethes Wealth LLC 17
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class 17
Carlyle Group Inc. 17
CastleKnight Management LP 17
JNL SERIES TRUST - JNL International Index Fund (I) 17
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 17
Smith Chas P & Associates Pa Cpas 17
Burk Holdings LLC 17
Man Investments (CH) AG 17
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 17
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 17
D L Carlson Investment Group Inc 17
Capitolis Liquid Global Markets Llc 17
Security National Bank 17
Kim, Llc 17
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 17
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 17
Atalanta Sosnoff Capital, Llc 17
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 17
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 17
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 17
Aprio Wealth Management, LLC 17
Burren Capital Advisors Ltd 17
First Financial Equity Corporation 17
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 17
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 17
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 17
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 17
Tuscan Ridge Asset Management Llc 17
Watson Rebecca 17
Valley Brook Capital Group, Inc. 17
Aristotle Capital Management, LLC 17
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 17
Jarislowsky, Fraser Ltd 17
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 17
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 17
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 17
Paulson Wealth Management Inc. 17
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 17
Pimco Corporate & Income Opportunity Fund 17
First American Trust, Fsb 17
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 17
Strategic Wealth Designers 17
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 17
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 17
Fairfax Financial Holdings Ltd/ Can 17
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 17
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 17
Retirement Guys Formula Llc 17
Clarfeld Financial Advisors, Llc 17
XY Capital Ltd 17
Centricity Wealth Management, LLC 17
North American Management Corp 17
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 17
Cypress Asset Management Inc/tx 17
Reflection Asset Management 17
William Harris Investors Inc 17
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares 17
Optimal Asset Management, Inc. 17
Parsec Financial Management, Inc. 17
Budros, Ruhlin & Roe, Inc. 17
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 17
Jamison Private Wealth Management, Inc. 17
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 17
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 17
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 17
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 17
Affinity Capital Advisors, LLC 17
Investment Research & Advisory Group, Inc. 17
Kempen Capital Management N.v. 17
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 17
Alydar Partners Llc 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 17
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 17
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 17
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 17
Mechanics Bank Trust Department 17
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 17
Saratoga Research & Investment Management 17
Sagewood Asset Management LP 17
Saudi Central Bank 17
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 17
Hc Financial Advisors Inc 17
MeadowBrook Investment Advisors LLC 17
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 17
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 17
Morningstar Investment Management LLC 17
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 17
Schooner Investment Group, LLC. 17
Key Capital Management, INC 17
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 17
CGC Financial Services, LLC 17
Centre Asset Management, LLC 17
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 17
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 17
Walter & Keenan Financial Consulting Co /mi/ /adv 17
Employees Provident Fund Board 17
Physicians Financial Services, Inc. 17
Gibbs Wealth Management 17
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 17
Basepoint Wealth LLC 17
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 17
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 17
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 17
Baldrige Asset Management LLC 17
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 17
RiverPark Advisors, LLC 17
Capital Counsel Llc/ny 17
Tradewinds Global Investors, LLC 17
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 17
Beacon Trust Co 17
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 17
Five Oceans Advisors 17
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 17
Hightower 6M Holding, LLC 17
Ifrah Financial Services, Inc. 17
Lansing Street Advisors 17
Merck & Co., Inc. 17
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 17
Intelligence Driven Advisers, LLC 17
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 17
Voya Global Equity Dividend & Premium Opportunity Fund 17
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 17
Significant Wealth Partners LLC 17
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 17
LGT Fund Management Co Ltd. 17
Grant Street Asset Management, Inc. 17
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 17
Fort Sheridan Advisors Llc 17
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 17
Voya Global Advantage & Premium Opportunity Fund 17
Forbes J M & Co Llp 17
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 17
Nicolet Advisory Services, Llc 17
JDM Financial Group LLC 17
Alphadyne Asset Management, LLC 17
Town & Country Bank & Trust CO dba First Bankers Trust CO 17
Ninety One North America, Inc. 17
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 17
CFS Investment Advisory Services, LLC 17
Edge Capital Group, LLC 17
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 17
Western Asset High Income Opportunity Fund Inc. 17
49 Wealth Management, Llc 17
Redwood Park Advisors LLC 17
SCIU - Global X Funds - Global X Scientific Beta US ETF 17
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 17
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 17
Breton Hill Capital Ltd. 17
Sand Hill Global Advisors, LLC 17
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 17
SeaTown Holdings Pte. Ltd. 17
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 17
Copper Rock Capital Partners, LLC 17
Richard W. Paul & Associates, LLC 17
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 17
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 17
LifeSteps Financial, Inc. 17
Safeguard Financial, LLC 17
PlanVest Financial, Inc 17
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 17
Fma Advisory Inc 17
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 17
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 17
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 17
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 17
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 17
Scout Funds 17
Crystalline Management Inc. 17
Milestone Investment Advisors LLC 17
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 17
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 17
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 17
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 17
Southport Management, L.l.c. 17
Clear Point Advisors Inc. 17
GKV Capital Management Co., Inc. 17
Corsicana & Co. 17
Davis R M Inc 17
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 17
Tower Bridge Advisors 17
Penseco Financial Services Corp 17
Great Diamond Partners, LLC 17
Palouse Capital Management, Inc. 17
Waterfront Wealth Inc. 17
Northeast Investment Management 17
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 17
IronBridge Private Wealth, LLC 17
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 17
Ally Financial Inc. 17
Sandhill Capital Partners LLC 17
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 17
Fdp Series, Inc. 17
STXM - EA Series Trust - Strive Mid-Cap ETF 17
Almitas Capital LLC 17
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 17
Geller Advisors LLC 17
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 17
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 17
Novare Capital Management Llc 17
Excalibur Management Corp 17
Stratton Management Co 17
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 17
National Wealth Management Group, LLC 17
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 17
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 17
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 17
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 17
BlackRock Multi-Sector Opportunities Trust II 17
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 17
Sanibel Captiva Trust Company, Inc. 17
VSTIX - VALIC Co I - Stock Index Fund 17
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 17
Minot Wealth Management LLC 17
NEXTBio Capital Management LP 17
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 17
Buck Wealth Strategies, LLC 17
Quattro Financial Advisors Llc 17
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 17
Dreyfus Manager Funds I 17
Davis Capital Management 17
Marshall & Sterling Wealth Advisors Inc. 17
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 17
Bolton Lp 17
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 17
Orrstown Financial Services Inc 17
Henry James International Management Inc. 17
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 17
Monument Capital Management 17
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 17
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 17
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 17
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 17
Hartline Investment Corp/ 17
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 17
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 17
Fic Capital Inc 17
Invesco Bldrs Index Funds Trust 17
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 17
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 17
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 17
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 17
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 17
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 17
Sanctuary Wealth Management, L.L.C. 17
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 17
Moser Wealth Advisors, LLC 17
Flossbach Von Storch Ag 17
Washington Capital Management Inc 17
Legacy Capital Wealth Partners, LLC 17
SNS Financial Group, LLC 17
OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF 17
SSO - PROSHARES TRUST - ProShares Ultra S&P500 17
Lipe & Dalton 17
Gainplan LLC 17
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 17
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 17
Capital Ventures International 17
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 17
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 17
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 17
Premier Fund Managers Ltd 17
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 17
Perfromance Wealth Partners, LLC 17
Wells Fargo Multi-sector Income Fund 17
Usa Mutuals Advisors, Inc. 17
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 17
T3 Companies, LLC 17
Personal Wealth Partners 17
AlTi Global, Inc. 17
American Independence Financial Services LLC 17
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 17
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 17
Meditor Group Ltd 17
Parametric Risk Advisors LLC 17
Beck Capital Management, Llc 17
Peconic Partners Llc 17
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 17
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 17
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 17
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 17
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 17
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 17
LKBAX - LKCM Funds - LKCM Balanced Fund 17
Foster & Motley Inc 17
Wealth Architects, LLC 17
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 17
Cormorant Global Healthcare Master Fund, LP 17
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 17
Orser Capital Management, Llc 17
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 17
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 17
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 17
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 17
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 17
HRS Investment Holdings, LLC 17
Tritonpoint Wealth, Llc 17
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 17
Satuit Capital Management Trust 17
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 17
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 17
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 17
TriaGen Wealth Management LLC 17
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 17
Mid-American Wealth Advisory Group, Inc. 17
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 17
Degroof Petercam Asset Management 17
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 17
Covenant Asset Management, LLC 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 17
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 17
Eaton Financial Holdings Company, LLC 17
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 17
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 17
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 17
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 17
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 17
Roffman Miller Associates Inc /pa/ 17
Horizon Financial Services, Llc 17
Private Harbour Investment Management & Counsel, LLC 17
SYM FINANCIAL Corp 17
Arcadia Investment Advisors Llc 17
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 17
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 17
Rikoon Group, LLC 17
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 17
Ridgeback Capital Investments L.P. 17
1776 Wealth LLC 16
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 16
Chescapmanager LLC 16
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 16
Atw Spac Management Llc 16
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 16
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 16
Tru Independence Asset Management 2, Llc 16
Lincoln Capital Corp 16
Luken Investment Analytics, LLC 16
Soleus Capital Master Fund, L.P. 16
Colonial River Wealth Management, LLC 16
CFO4Life Group, LLC 16
Spruce Street Capital LP 16
CoreFirst Bank & Trust 16
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 16
Oxler Private Wealth LLC 16
Badgley Phelps Wealth Managers, LLC 16
JB Capital LLC 16
Distillate Capital Partners LLC 16
Independence Advisors, LLC 16
Merrion Investment Management Co, LLC 16
Mizuho Markets Americas Llc 16
Aurora Investment Counsel 16
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 16
Yarbrough Capital, LLC 16
Rainier Investment Management Mutual Funds 16
Lombard Odier & Cie (Bahamas) Ltd 16
GraniteShares Advisors LLC 16
Decade Capital Management Llc 16
Capital Growth Management Lp 16
PFG Advisors 16
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 16
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 16
ACVF - ETF Opportunities Trust - American Conservative Values ETF 16
Fft Wealth Management Llc 16
Deimos Asset Management LLC 16
Capstone Financial Advisors, Inc. 16
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 16
Birch Hill Investment Advisors LLC 16
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 16
Partners Group Holding AG 16
Cornerstone Capital, Inc. 16
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 16
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 16
Arena Capital Advisors, LLC- CA 16
Bivin & Associates, Inc. 16
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 16
Ulland Investment Advisors, LLC 16
First Community Trust Na 16
McMillan Office, Inc. 16
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 16
Eaton Vance Enhanced Equity Income Fund Ii 16
Nuveen S&p 500 Buywrite Income Fund 16
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 16
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 16
Edmond de Rothschild (Europe) 16
Coe Capital Management, LLC 16
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 16
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 16
Comprehensive Financial Consultants Institutional, Inc. 16
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 16
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 16
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 16
Two Seas Capital LP 16
MSGR - Direxion Shares ETF Trust - Direxion mRNA ETF 16
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 16
Cyrus J. Lawrence, LLC 16
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 16
LGT Group Foundation 16
Investmark Advisory Group LLC 16
FDO Partners, LLC 16
Offit Capital Advisors Llc 16
Sanofi 16
Angeles Wealth Management, Llc 16
Princeton Capital Management Inc 16
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I 16
Paradigm Financial Advisors, LLC 16
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 16
Heritage Financial Services, LLC 16
Transatlantique Private Wealth Llc 16
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 16
EdgeRock Capital LLC 16
FSM Wealth Advisors, LLC 16
New America High Income Fund Inc 16
Credit Suisse Asset Management Income Fund Inc 16
Voss Capital, LLC 16
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 16
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 16
Western Asset High Yield Defined Opportunity Fund Inc. 16
Troluce Capital Advisors LLC 16
Sea Otter Advisors LLC 16
STRV - EA Series Trust - Strive 500 ETF 16
Western Asset Global High Income Fund Inc. 16
Waterloo Capital, L.P. 16
Beaumont Financial Advisors, LLC 16
Vivo Capital VIII, LLC 16
FourThought Financial Partners, LLC 16
Salient Capital Advisors, LLC 16
Alliance Wealth Advisors, LLC /UT 16
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 16
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 16
Eaton Vance Tax Advantaged Global Dividend Income Fund 16
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 16
McNamara Financial Services, Inc. 16
Arista Wealth Management, LLC 16
Delta Financial Group, Inc. 16
Nair Vinay 16
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 16
Aspen Grove Capital, LLC 16
Allstate Investment Management Co 16
Western Asset High Income Fund Ii Inc. 16
Proxima Capital Management, LLC 16
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 16
J.P. Marvel Investment Advisors, LLC 16
Bellecapital International Ltd. 16
Versant Venture Management, LLC 16
Endex Capital Management Llc 16
Applied Finance Capital Management, LLC 16
Gateway Wealth Partners, LLC 16
Insight Select Income Fund 16
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 16
Nano Cap New Millennium Growth Fund L P 16
Accredited Investors Inc. 16
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 16
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 16
Lowe Brockenbrough & Co Inc 16
Trust Investment Advisors 16
Trutina Financial LLC 16
Legacy Capital Partners, Inc. 16
DeDora Capital, Inc. 16
Bedell Frazier Investment Counseling, LLC 16
Baron Wealth Management LLC 16
Midwest Professional Planners, LTD. 16
EagleClaw Capital Managment, LLC 16
Alphasimplex Group, Llc 16
Demars Financial Group, LLC 16
Cohen Lawrence B 16
Community Trust & Investment Co 16
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 16
Biltmore Family Office, LLC 16
Nixon Peabody Trust Co 16
West Bancorporation Inc 16
Cqs (us), Llc 16
Abacus Planning Group, Inc. 16
Signature Wealth Management Group 16
Winthrop Advisory Group LLC 16
Nadler Financial Group, Inc. 16
Cohen Klingenstein LLC 16
Heartwood Wealth Advisors LLC 16
Briaud Financial Planning, Inc 16
Howard Capital Management Inc. 16
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 16
Glaxis Capital Management, LLC 16
Mathes Company, Inc. 16
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 16
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 16
Old Port Advisors 16
Portfolio Strategies, Inc. 16
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 16
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 16
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 16
Annex Advisory Services, LLC 16
Blackhill Capital Inc 16
Seven Mile Advisory 16
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 16
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 16
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 16
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 16
Midas Management Corp 16
Colrain Capital Llc 16
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 16
Signet Investment Advisory Group, Inc. 16
Hardy Reed LLC 16
David R. Rahn & Associates Inc. 16
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 16
Angeles Investment Advisors, LLC 16
Coyle Financial Counsel LLC 16
Dougherty Wealth Advisers LLC 16
Steinberg Global Asset Management 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 16
Overbrook Management Corp 16
Reston Wealth Management Llc 16
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 16
WFA Asset Management Corp 16
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 16
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 16
Genesee Capital Advisors, LLC 16
D. Scott Neal, Inc. 16
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 16
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 16
Capital Management Associates /ny/ 16
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 16
VCSOX - VALIC Co I - International Socially Responsible Fund 16
Roanoke Asset Management Corp/ Ny 16
Full Sail Capital, LLC 16
Brendel Financial Advisors LLC 16
Knuff & Co LLC 16
Gateway Advisory, LLC 16
Covenant Partners, LLC 16
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 16
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 16
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 16
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 16
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 16
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 16
Alta Advisers Ltd 16
RBA Wealth Management, LLC 16
Miller Howard Investments Inc /ny 16
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 16
Waratah Capital Advisors Ltd. 16
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 16
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 16
SOL Capital Management CO 16
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 16
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 16
Bar Harbor Trust Services 16
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 16
Custom Index Systems, Llc 16
Modus Advisors, LLC 16
Wealth Enhancement Trust Services, Inc. 16
Inspirion Wealth Advisors, Llc 16
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 16
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 16
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 16
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 16
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 16
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 16
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 16
Dillon & Associates Inc 16
Shaker Investments Llc/oh 16
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 16
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 16
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 16
New Century Financial Group, LLC 16
SMITH HAYES Advisers, Inc 16
Pingora Partners LLC 16
Zevenbergen Capital Investments Llc 16
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 16
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 16
Genesis Wealth Advisors, LLC 16
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 16
Pictet North America Advisors SA 16
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 16
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 16
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 16
Schulhoff & Co Inc 16
Bulltick Wealth Management, LLC 16
Barbara Oil Co. 16
United Advisor Group, LLC 16
SPC Financial, Inc. 16
Northstar Asset Management Llc 16
Schaper Benz & Wise Investment Counsel Inc/wi 16
Bell Bank 16
Hobbs Group Advisors, LLC 16
Greylin Investment Mangement Inc 16
Proathlete Wealth Management Llc 16
1015 Capital Partners, LLC 16
Violich Capital Management, Inc. 16
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 16
Rail-Splitter Capital Management, LLC 16
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 16
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 16
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 16
First Niagara Bank 16
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 16
Argent Trust Co 16
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 16
Pinnacle Holdings, LLC 16
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 16
Snow Capital Management Lp 16
Carderock Capital Management Inc 16
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 16
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 16
Matthews International Capital Management Llc 16
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 16
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 16
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 16
Seeds Investor Llc 16
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 16
Hutchens Investment Management Inc 16
Elliott Management Corporation 16
Tiger Management L.l.c. 16
Greenwood Gearhart Inc 16
Bowen Hanes & Co Inc 16
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 16
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 16
Canal Insurance CO 16
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 16
Harris Associates L P 16
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 16
Invus Global Management, LLC 16
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 16
Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF 16
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 16
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 16
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 16
CPI - IndexIQ ETF Trust - IQ Real Return ETF 16
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 16
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 16
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 16
Highfields Capital Management Lp 16
Western Asset Management Company, LLC 16
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 16
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 16
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 16
Lone Pine Capital Llc 16
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 16
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 16
Asset Planning,Inc 16
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 16
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 16
BankPlus Trust Department 16
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 16
Greykasell Wealth Strategies, Inc. 16
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 16
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 16
Sava Infond d.o.o. 16
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 16
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 16
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 16
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 16
B Group, Inc. 16
Triglav Skladi, D.o.o. 16
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 16
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 16
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 16
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 16
Acorn Capital Advisors, Llc 16
Talon Private Wealth, LLC 16
Navigoe, LLC 16
Novem Group 16
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 16
Wealth Management Associates, Inc. 16
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 16
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 16
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 16
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 16
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 16
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 16
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 16
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 16
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 16
Rexford Capital Inc 16
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 16
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 16
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 16
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 16
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 16
Dfa Investment Trust Co - The Continental Small Company Series 16
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 16
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 16
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 16
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 16
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 16
ULTRA SERIES FUND - Diversified Income Fund Class I 16
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 16
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 16
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 16
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 16
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 16
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 16
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 16
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 16
Midwest Trust Co 16
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 16
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 16
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 16
Gitterman Wealth Management, LLC 16
Bradley & Co. Private Wealth Management, LLC 16
Navalign, LLC 16
Syntax Advisors, Llc 16
Wharton Business Group, LLC 15
Rinkey Investments 15
Marvin & Palmer Associates Inc 15
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 15
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 15
Orbis Allan Gray Ltd 15
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 15
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 15
Intesa Sanpaolo Wealth Management 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 15
Towercrest Capital Management 15
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 15
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 15
Hanlon Investment Management, Inc. 15
Guardian Wealth Management, Inc. 15
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 15
BKM Wealth Management, LLC 15
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 15
Westmount Partners, LLC 15
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 15
Euclidean Technologies Management, LLC 15
Cobiz Investment Management, Llc 15
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 15
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 15
Claudia M.p. Batlle, Crp (r) Llc 15
Permanens Capital L.P. 15
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 15
Hager Investment Management Services, Llc 15
Asio Capital, LLC 15
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 15
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 15
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 15
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 15
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 15
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 15
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 15
Cohen & Steers, Inc. 15
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 15
Andesa Financial Management Inc. 15
Hermes Investment Management Ltd 15
Kentucky Trust Co 15
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 15
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 15
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 15
MML Series Investment Fund II - MML High Yield Fund Class II 15
Stelac Advisory Services LLC 15
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 15
Badgley Phelps & Bell Inc 15
MD Financial Management Inc. 15
Gordian Capital Singapore Pte Ltd 15
Kathleen S. Wright Associates Inc. 15
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 15
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 15
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 15
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 15
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 15
Wealth Advisory Solutions, LLC 15
HighTower Trust Services, LTA 15
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 15
Acorn Financial Advisory Services Inc /adv 15
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 15
American National Bank & Trust Co /va/ 15
Kingstone Capital Partners Texas, LLC 15
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 15
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 15
Jackson Thornton Asset Management, Llc 15
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 15
Miller Financial Services LLC 15
Atala Financial Inc 15
Adell Harriman & Carpenter Inc 15
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 15
Takeda Pharmaceutical Co Ltd 15
Wilkerson Advisory Group LLC 15
Arthur M. Cohen & Associates, Llc 15
Generali Asset Management SPA SGR 15
Kiker Wealth Management, LLC 15
Wells Fargo Utilities & High Income Fund 15
New Capital Management LP 15
PKS Advisory Services, LLC 15
AssuredPartners Investment Advisors, LLC 15
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 15
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 15
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 15
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF 15
Prairiewood Capital, LLC 15
River Road Asset Management, LLC 15
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 15
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 15
Nearwater Capital Markets, Ltd 15
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 15
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 15
Moab Capital Partners LLC 15
Northstar Group, Inc. 15
United Capital Management of KS, Inc. 15
Bull Harbor Capital LLC 15
Oppenheimer International Small-mid Co Fund 15
Ameliora Wealth Management Ltd. 15
Sterling Global Strategies LLC 15
Commonwealth Financial Services, LLC 15
Trust Point Inc. 15
Your Advocates Ltd., LLP 15
Lewis Asset Management, LLC 15
Waverton Investment Management Ltd 15
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 15
Argentus Capital Management, LLC 15
Fruth Investment Management 15
Scott & Selber, Inc. 15
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 15
Global Endowment Management, LP 15
Lionsbridge Wealth Management LLC 15
First United Bank Trust/ 15
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 15
Columbia Funds Variable Insurance Trust I 15
Lyon Street Capital, LLC 15
McGuire Investment Group, LLC 15
Hotaling Investment Management, LLC 15
Buckley Wealth Management, LLC 15
Seven Springs Wealth Group, LLC 15
Anchyra Partners Llc 15
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 15
Copperwynd Financial, LLC 15
Iroquois Capital Management, LLC 15
Wolf Group Capital Advisors 15
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 15
Gunpowder Capital Management, LLC dba Oliver Wealth Management 15
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 15
Inverness Investment Group, LLC 15
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 15
Samsara BioCapital, L.P. 15
PPM Funds - PPM Floating Rate Income Fund (Inst) 15
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 15
New Republic Capital, LLC 15
Sippican Capital Advisors 15
Elevated Capital Advisors, LLC 15
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 15
Lombardia Capital Partners Llc 15
Rockland Trust Co 15
Signature Wealth Management Partners, LLC 15
Security Asset Management 15
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 15
Lakewood Asset Management LLC 15
BKF - iShares, Inc. - iShares MSCI BRIC ETF 15
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 15
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 15
Alerus Investment Advisors Corp 15
Spinnaker Trust 15
Secure Asset Management, LLC 15
Cadence Bank Na 15
Arch Venture Corp 15
Garrison Bradford & Associates Inc 15
Financial Partners Capital Management Llc 15
First Western Capital Management Co 15
Private Wealth Advisors, LLC 15
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 15
Truepoint, Inc. 15
America First Investment Advisors, LLC 15
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 15
First Commonwealth Financial Corp /pa/ 15
Smith Affiliated Capital Corp. 15
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 15
Everpar Advisors Llc 15
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 15
Mork Capital Management, LLC 15
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 15
Ruedi Wealth Management, Inc. 15
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 15
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 15
Arvest Bank Trust Division 15
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 15
Advanced Portfolio Management, LLC 15
Citizens National Bank Trust Department 15
Liberty Capital Management, Inc. 15
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 15
TFB Advisors LLC 15
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 15
Somerset Trust Co 15
Northstar Wealth Partners LLC 15
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 15
Somerville Kurt F 15
Networth Advisors, LLC 15
Strategic Capital Group LLC 15
Kidder Stephen W 15
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 15
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 15
Notis-McConarty Edward 15
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 15
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 15
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 15
Keeley-Teton Advisors, LLC 15
StepStone Group LP 15
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 15
Cypress Capital Management Llc 15
Sustainable Insight Capital Management, LLC 15
Archon Partners LLC 15
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 15
Timber Creek Capital Management LLC 15
Ironwood Investment Counsel, LLC 15
InterOcean Capital, LLC 15
Clarus Group, Inc. 15
Brant Point Investment Management Llc 15
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 15
Tripletail Wealth Management, LLC 15
Waters Parkerson & Co., Llc 15
Robbins Farley Llc 15
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 15
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 15
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 15
Hatteras Alternative Mutual Funds, LLC 15
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 15
Schafer Cullen Capital Management Inc 15
Mountain Pacific Investment Advisers Inc/id 15
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 15
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 15
NOLVX - Northern Funds - Northern Large Cap Value Fund 15
Cercano Management LLC 15
Miura Global Management, LLC 15
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 15
Potomac Capital Management, Inc. 15
Sax Wealth Advisors, Llc 15
Mfs Special Value Trust 15
Robeco Schweiz AG 15
AWH Capital, L.P. 15
Jamison Eaton & Wood Inc /nj 15
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 15
Powell Investment Advisors, LLC 15
TBH Global Asset Management, LLC 15
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 15
Systematic Alpha Investments, LLC 15
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 15
Seven Bridges Advisors LLC 15
HMS Capital Management, LLC 15
Nicholas Hoffman & Company, LLC. 15
Torch Wealth Management LLC 15
British Airways Pensions Investment Management Ltd 15
VIDI - ETF Series Solutions - Vident International Equity Fund 15
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 15
Confluence Investment Management Llc 15
KERR FINANCIAL PLANNING Corp 15
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 15
Battery Global Advisors, LLC 15
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 15
Alpha Capital Anstalt 15
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 15
Lantern Wealth Advisors, LLC 15
State Farm Mutual Automobile Insurance Co 15
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 15
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 15
Jackson Wealth Management, LLC 15
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 15
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 15
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 15
Cubic Asset Management, LLC 15
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 15
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 15
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 15
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 15
Beach Investment Counsel Inc/pa 15
Grassi Investment Management 15
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 15
ASB Consultores, LLC 15
First National Bank Sioux Falls 15
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 15
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 15
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 15
Opus Capital Group, LLC 15
Buffington Mohr McNeal 15
MBE Wealth Management, LLC 15
D.B. Root & Company, LLC 15
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 15
Alta Capital Management Llc/ 15
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 15
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 15
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 15
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 15
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
Paradigm, Strategies in Wealth Management, LLC 15
Trust Co Of Virginia /va 15
KPP Advisory Services LLC 15
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 15
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 15
Canandaigua National Corp 15
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 15
Independent Investors Inc 15
Ables, Iannone, Moore & Associates, Inc. 15
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 15
Tradewinds, LLC. 15
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 15
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 15
Azimuth Capital Investment Management LLC 15
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 15
waypoint wealth counsel 15
Brand Asset Management Group, Inc. 15
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 15
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 15
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 15
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 15
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 15
Bingham Osborn & Scarborough Llc 15
FourWorld Capital Management LLC 15
North Tide Capital, Llc 15
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 15
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 15
Triasima Portfolio Management inc. 15
Cornerstone Advisors Inc 15
BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF 15
TIAA Wealth Investment Management LLC 15
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 15
Valmark Advisers, Inc. 15
Blackrock Enhanced Global Dividend Trust 15
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 15
Cortina Funds, Inc. 15
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 15
DLK Investment Management, LLC 15
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 15
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 15
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 15
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 15
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 15
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 15
CCMG - EA Series Trust - CCM Global Equity ETF 15
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 15
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 15
BFIX - Build Funds Trust - Build Bond Innovation ETF 15
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 15
Vista Wealth Management Group, LLC 15
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 15
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 15
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 15
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 15
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 15
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 15
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 15
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 15
Wick Capital Partners, LLC 15
Provident Investment Management, Inc. 15
GenTrust, LLC 15
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 15
Blue Clay Capital Management, LLC 15
Puzo Michael J 15
Lake Street Financial Llc 15
Fiduciary Family Office, Llc 15
Altman Advisors, Inc. 15
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 15
Means Investment Co., Inc. 15
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 15
Atlanta Consulting Group Advisors, LLC 15
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 15
Providence Wealth Advisors, LLC 15
Dominick & Dominick LLC 15
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 15
Mowery & Schoenfeld Wealth Management, LLC 15
Monticello Wealth Management, Llc 15
Cypress Point Wealth Management, LLC 15
Traphagen Investment Advisors Llc 15
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 15
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 15
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 15
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 15
Osmosis Investment Management UK Ltd 15
Bel Air Investment Advisors Llc 15
RVW Wealth, LLC 15
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 15
ERTS Wealth Advisors, LLC 15
Financial Avengers, Inc. 15
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 15
Cornerstone Wealth Group, LLC 15
First Dallas Securities Inc. 15
Diameter Capital Partners LP 15
Benson Investment Management Company, Inc. 15
Bank & Trust Co 15
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 15
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 15
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 15
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 15
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 15
Private Capital Management, LLC 15
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 15
WP Advisors, LLC 15
Mirae Asset Securities (usa) Inc. 15
Latitude Advisors, LLC 15
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 15
Kalmar Investments Inc /de/ 15
Wall Street Financial Group, Inc. 15
BTG Pactual Asset Management US LLC 15
Fairscale Capital, LLC 15
Mondrian Investment Partners LTD 15
High Point Bank & Trust Co 15
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 15
SRB Corp 15
Pensionfund Sabic 15
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 15
PYA Waltman Capital, LLC 15
Bigger Capital Fund L P 15
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 15
Absolute Capital Management, LLC 15
Valley National Bancorp 15
Nuveen Tax Advantaged Total Return Strategy Fund 15
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 15
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 15
First Financial Bank - Trust Division 15
Nwq Investment Management Company, Llc 15
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 15
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 15
Fermata Advisors, LLC 15
venBio Partners LLC 15
Ariel Investments, Llc 15
West Financial Advisors, LLC 15
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 15
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 15
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 15
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 15
C2C Wealth Management, LLC 15
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 15
Terra Nova Asset Management LLC 15
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 15
Krane Funds Advisors LLC 14
Curat Global, LLC 14
Foresight Capital Management Advisors, Inc. 14
Farr Miller & Washington Llc/dc 14
VGI Partners Ltd 14
Perkins Investment Management, LLC 14
Ramsey Quantitative Systems 14
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 14
Ade, Llc 14
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 14
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 14
Southeast Asset Advisors Inc. 14
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 14
Saranac Partners Ltd 14
Accident Compensation Corp 14
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 14
Old Dominion Capital Management Inc 14
Winthrop Partners - Wny, Llc 14
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 14
Pyrrho Capital Management, LP 14
Danda Trouve Investment Management, Inc. 14
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 14
RB Capital Management, LLC 14
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 14
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 14
Db-x Exchange-traded Funds Inc. 14
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 14
Frisch Financial Group, Inc. 14
Sabal Trust CO 14
Howard Financial Services, Ltd. 14
Penn Davis Mcfarland Inc 14
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 14
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 14
Barry Investment Advisors, LLC 14
Kalehua Capital Management LLC 14
ESL Trust Services, LLC 14
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 14
SignalPoint Asset Management, LLC 14
Norman Fields, Gottscho Capital Management, LLC 14
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 14
Peoples Bank/KS 14
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 14
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 14
Maia Wealth LLC 14
Atherton Lane Advisers, Llc 14
FirstMerit Bank N A Trustee 14
Aft, Forsyth & Company, Inc. 14
Sound Shore Management Inc /ct/ 14
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 14
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 14
Addenda Capital Inc. 14
Vision Capital Management, Inc. 14
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 14
Oppenheimer Main Street Small Cap Fund 14
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 14
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 14
Birchbrook, Inc. 14
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 14
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 14
Citizens & Northern Corp 14
Cooper/haims Advisors, Llc 14
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Hedged Advantage ETF 14
Taylor, Cottrill, Erickson & Associates, Inc. 14
RiverPoint Capital Management, LLC 14
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 14
Naviter Wealth, LLC 14
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 14
National Penn Investors Trust Co /pa 14
Royal Capital Wealth Management, LLC 14
Estate Planners Group, LLC 14
RVRB - ADVISORS SERIES TRUST - Reverb ETF 14
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 14
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 14
Intesa Sanpaolo S.p.a. 14
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 14
Radnor Capital Management, LLC 14
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 14
Sage Rock Capital Management LP 14
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 14
Martin Currie Ltd 14
Capital Investment Counsel, Inc 14
LGPIX - Profunds - Large-cap Growth Profund Investor Class 14
Baker Ellis Asset Management LLC 14
Fedenia Advisers LLC 14
Mosley Wealth Management 14
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 14
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 14
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 14
Syntax Research, Inc. 14
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 14
Kmg Fiduciary Partners, Llc 14
Founders Bank & Trust 14
Jacobus Wealth Management, Inc. 14
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 14
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 14
Portland Investment Counsel Inc. 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 14
Xcel Wealth Management, LLC 14
Ahl Investment Management, Inc. 14
Sandbox Financial Partners, LLC 14
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 14
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 14
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 14
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 14
Willis Investment Counsel 14
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 14
Argonautica Private Wealth Management, Inc 14
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 14
Eaton Vance Tax-managed Diversified Equity Income Fund 14
Shepherd Financial Partners LLC 14
Eaton Vance Tax-managed Global Diversified Equity Income Fund 14
Fidgeon Timothy F 14
Orbis Holdings Ltd 14
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 14
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 14
M28 Capital Management LP 14
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 14
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 14
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 14
Hgk Asset Management Inc 14
Marshall Financial Group LLC 14
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 14
Global Opportunities Portfolio - Global Opportunities Portfolio 14
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 14
Waycross Partners, Llc 14
Wunderlich Capital Managemnt 14
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 14
Criterion Capital Advisors, Llc 14
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 14
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 14
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 14
Adalta Capital Management LLC 14
Harbor Financial Services, Llc 14
IFS Advisors, LLC 14
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 14
Affinity Wealth Management Llc 14
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 14
Cornerstone National Bank & Trust Co 14
Btr Capital Management Inc 14
Credit Suisse High Yield Bond Fund 14
MainStreet Investment Advisors LLC 14
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 14
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 14
WATWX - WANGER ADVISORS TRUST - Wanger Select 14
Davidson Kempner Partners 14
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 14
Strategic Advisors LLC 14
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 14
Te Ahumairangi Investment Management Ltd 14
Hickory Point Bank & Trust 14
Arlington Capital Management, Inc. 14
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 14
Qualcomm Inc/de 14
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 14
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 14
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 14
Putney Financial Group LLC 14
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 14
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 14
Clayton Financial Group LLC 14
Jetstream Capital LLC 14
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 14
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 14
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 14
Peak Asset Management, LLC 14
Capital Advisors Wealth Management, LLC 14
BCS Wealth Management 14
Relyea Zuckerberg Hanson LLC 14
Florida Financial Advisors, Llc 14
Rowland Carmichael Advisors Inc /adv 14
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 14
Kernodle & Katon Asset Management Group, LLC 14
Hoplite Capital Management, L.p. 14
LionEye Capital Management LLC 14
VNBTrust, National Association 14
Qp Wealth Management, Llc 14
Ardevora Asset Management LLP 14
Cardan Capital Partners, LLC 14
Firethorn Wealth Partners, Llc 14
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 14
Teachers Insurance & Annuity Association Of America 14
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 14
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 14
KLCM Advisors, Inc. 14
Evelyn Partners Asset Management Ltd 14
MONTX - MONETTA TRUST - Monetta Fund 14
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 14
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 14
Murphy Pohlad Asset Management LLC 14
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 14
WESPAC Advisors, LLC 14
Templeton Global Income Fund 14
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 14
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 14
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 14
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 14
TCG Crossover GP II, LLC 14
Chapin Davis, Inc. 14
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 14
Natural Investments, Llc 14
Fragasso Group Inc. 14
Clare Market Investments LLC 14
Berkeley Capital Partners, LLC 14
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 14
Essex LLC 14
Benin Management CORP 14
Portfolio Design Labs, LLC 14
Eaton Vance Enhanced Equity Income Fund 14
Belmont Capital, LLC 14
Randolph Co Inc 14
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 14
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 14
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 14
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 14
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 14
New World Advisors LLC 14
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 14
Wells Fargo Income Opportunities Fund 14
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 14
PACIFIC SELECT FUND - Core Income Portfolio Class I 14
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 14
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 14
Mid Continent Capital Llc/il 14
Menard Financial Group LLC 14
Capital Markets Trading UK LLP 14
Chris Bulman Inc 14
Mitsubishi UFJ Asset Management (UK) Ltd. 14
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 14
Nichols & Pratt Advisers Llp /ma 14
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 14
Bayban 14
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 14
Rushmore Investment Advisors, Inc. 14
Dunvegan Associates, Inc. 14
Kotler Kevin 14
Delphi Management Inc /ma/ 14
Meramec Financial Planners, LLC 14
Woodard & Co Asset Management Group Inc /adv 14
Indices-Pac Research Corp. 14
Riverwater Partners LLC 14
Avondale Wealth Management 14
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 14
Forefront Wealth Partners, LLC 14
Hsbc Portfolios 14
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 14
Jolley Asset Management, LLC 14
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 14
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 14
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 14
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 14
Mitchell Capital Management Co 14
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 14
Fund Management at Engine No. 1 LLC 14
Argyle Capital Management Inc. 14
Green Alpha Advisors, LLC 14
Fondren Management LP 14
Family Capital Trust Co 14
Atlas Venture Life Science Advisors, LLC 14
Hamrick Investment Counsel, llc 14
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 14
Fagan Associates, Inc. 14
Divisadero Street Capital Management, LP 14
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 14
Invenomic Capital Management LP 14
Union Savings Bank 14
Parvin Asset Management, LLC 14
Lighthouse Financial Advisors, Inc. 14
Vivo Capital IX, LLC 14
Arvest Trust Co N A 14
Encompass Wealth Advisors, Llc 14
FSC Wealth Advisors, LLC 14
Mfs Intermediate High Income Fund 14
Indie Asset Partners, LLC 14
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 14
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 14
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 14
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 14
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 14
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 14
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 14
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 14
Runnymede Capital Advisors, Inc. 14
Noesis Capital Mangement Corp 14
VCGEX - VALIC Co I - Emerging Economies Fund 14
Ws Management Lllp 14
Marcus Capital, LLC 14
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 14
Triangle Securities Wealth Management 14
Garrison Asset Management, LLC 14
Lucia Wealth Services, Llc 14
Knollwood Investment Advisory, LLC 14
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 14
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 14
Wimmer Associates 1, Llc 14
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 14
Wendell David Associates Inc 14
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 14
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 14
First National Bank of Hutchinson 14
Payden & Rygel 14
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 14
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 14
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 14
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 14
Dow Chemical Co /de/ 14
Eq Wealth Advisors, Llc 14
Deseret Mutual Benefit Administrators 14
New Potomac Partners, LLC 14
Accredited Wealth Management, LLC 14
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 14
Mcrae Capital Management Inc 14
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 14
VBCVX - VALIC Co I - Systematic Value Fund 14
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 14
Black Swift Group, LLC 14
Smithwood Advisers, L.P. 14
Pivotal bioVenture Partners Investment Advisor LLC 14
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 14
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 14
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 14
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 14
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 14
Maryland Capital Management 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 14
Fairway Wealth LLC 14
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 14
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 14
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 14
Collective Family Office Llc 14
Liberty One Investment Management, Llc 14
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 14
Sicart Associates LLC 14
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 14
Seneca Capital Investments, L.p. 14
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 14
Karlinski Andrew C 14
Turim 21 Investimentos Ltda. 14
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 14
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 14
First Long Island Investors, LLC 14
ULTRA SERIES FUND - Core Bond Fund Class I 14
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 14
Kiely Wealth Advisory Group, Inc. 14
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 14
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 14
ZIG - ETF Series Solutions - The Acquirers Fund 14
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 14
Vivo Opportunity Fund Holdings, L.P. 14
Morgan Dempsey Capital Management Llc 14
Miller Global Investments, LLC 14
Md Sass Investors Services Inc 14
Clark Wealth Partners 14
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 14
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 14
Forte Capital Llc /adv 14
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 14
Crawford Fund Management, LLC 14
Mitchell Mcleod Pugh & Williams Inc 14
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 14
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 14
Regency Capital Management Inc.\DE 14
Palladiem, Llc 14
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 14
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 14
Live Oak Private Wealth LLC 14
Tectonic Advisors Llc 14
Cypress Wealth Services, LLC 14
Monograph Wealth Advisors, Llc 14
Beacon Harbor Wealth Advisors, Inc. 14
Eaton Vance Tax-managed Buy-write Income Fund 14
Consolidated Portfolio Review Corp 14
Redmont Wealth Advisors Llc 14
Accuvest Global Advisors 14
Difesa Capital Management, Lp 14
Edge Asset Management, Inc 14
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 14
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 14
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 14
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 14
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 14
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 14
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 14
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 14
Risk Paradigm Group, LLC 14
Greenline Partners, LLC 14
First Wilshire Securities Management Inc 14
Adams Hall Wealth Advisors, LLC 14
Pioneer High Income Trust 14
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 14
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 14
ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A 14
SCP Investment, LP 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 14
Corient IA LLC 14
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 14
Lyell Wealth Management, Lp 14
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 14
Teamwork Financial Advisors, LLC 14
Channel Wealth Llc 14
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 14
Team Financial Group, LLC 14
Blueprint Investment Partners LLC 14
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 14
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 14
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 14
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 14
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 14
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 14
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 14
London & Capital Asset Management Ltd 14
Lamond Capital Partners LLC 14
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 14
Athyrium Capital Management, LP 14
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 14
Greatmark Investment Partners, Inc. 14
Investors Portfolio Services LLC 14
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 14
Patton Fund Management, Inc. 14
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 14
Cladis Investment Advisory, LLC 14
Cerro Pacific Wealth Advisors LLC 14
Mjp Associates Inc /adv 14
Autumn Glory Partners, LLC 14
Profunds - Profund Vp Large-cap Growth 14
Nilsine Partners, LLC 14
Premier Path Wealth Partners, LLC 14
Level Financial Advisors, Inc. 14
Quotient Wealth Partners, LLC 14
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 14
Eaton Vance Risk-managed Diversified Equity Income Fund 14
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 14
Kanawha Capital Management Llc 14
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 14
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 14
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 14
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 14
Retirement Planning Group 14
Arabesque Asset Management Ltd 14
MBL Wealth, LLC 14
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 14
Berylson Capital Partners, Llc 14
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 14
Whalerock Point Partners, Llc 14
Maso Capital Partners Ltd 14
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 14
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 14
Outlook Wealth Advisors, LLC 14
Mizuho Securities Usa Llc 14
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 14
Retireful, LLC 14
Klr Investment Advisors, Llc 14
Rowland & Co Investment Counsel/adv 14
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 14
Centennial Bank/AR/ 14
Eads & Heald Wealth Management 14
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 14
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 14
BlackRock ETF Trust II - BlackRock Total Return ETF 14
Mitchell Sinkler & Starr/pa 14
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 14
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 14
Bernardo Wealth Planning LLC 14
NOLCX - Northern Funds - Northern Large Cap Core Fund 14
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 14
Carroll Investors, Inc 14
Gallagher Fiduciary Advisors, LLC 14
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 14
Hutchens Investment Management Inc 14
Aegon Asset Management Uk Plc 14
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 14
Pegasus Asset Management, Inc. 14
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 14
Atlas Brown,Inc. 14
Edmonds Duncan Registered Investment Advisors, LLC 13
Global Strategic Investment Solutions, LLC 13
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 13
Millrace Asset Group, Inc. 13
Gleason Group, Inc. 13
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class 13
Hayek Kallen Investment Management 13
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 13
Bragg Financial Advisors, Inc 13
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 13
DAINX - Dunham Funds - Dunham International Stock Fund Class A 13
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 13
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 13
Fpc Investment Advisory, Inc. 13
Shorepoint Capital Partners LLC 13
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 13
KAMES CAPITAL plc 13
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 13
Scott Marsh Financial, LLC 13
Stephens Investment Management Group LLC 13
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 13
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 13
Curbstone Financial Management Corp 13
First Trust High Yield Opportunities 2027 Term Fund 13
Profunds - Profund Vp Mid-cap Value 13
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 13
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 13
Ariadne Wealth Management, LP 13
LJI Wealth Management, LLC 13
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 13
JMCRX - James Advantage Funds - James Micro Cap Fund 13
Berger Financial Group, Inc 13
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 13
Chatham Capital Group, Inc. 13
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 13
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 13
Global Thematic Partners, LLC 13
Beacon Financial Advisory LLC 13
Fore Research & Management, LP 13
Nvest Wealth Strategies, Inc. 13
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 13
Muhlenkamp & Co Inc 13
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 13
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 13
Cornerstone Total Return Fund Inc 13
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 13
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 13
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 13
Anderson Hoagland & Co 13
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 13
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 13
LaFleur & Godfrey LLC 13
Peachtree Investment Advisors, Inc. 13
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 13
Monarch Capital Management Inc/ 13
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 13
JSF Financial, LLC 13
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 13
KMED - Krane Shares Trust - KraneShares Emerging Markets Healthcare Index ETF 13
LeJeune Puetz Investment Counsel LLC 13
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 13
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 13
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 13
Duncan Williams Asset Management, LLC 13
Capital World Growth & Income Fund 13
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 13
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 13
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 13
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 13
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 13
Cox Capital Mgt LLC 13
KG&L Capital Management,LLC 13
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 13
Kavi Asset Management, LP 13
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 13
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 13
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 13
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 13
Sirenia Capital Management LP 13
Trust Asset Management LLC 13
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 13
Private Capital Management Llc 13
Hoese & Co LLP 13
Armbruster Capital Management, Inc. 13
Stockman Wealth Management, Inc. 13
Sage Private Wealth Group, Llc 13
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 13
Financial Sense Advisors, Inc. 13
Evergreen Wealth Solutions, LLC 13
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 13
Mitchell & Pahl Private Wealth, Llc 13
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 13
Strategic Financial Services, Inc, 13
Accordant Advisory Group Inc 13
Sound View Wealth Advisors, Llc 13
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 13
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 13
Granite Investment Advisors, LLC 13
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 13
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 13
ABN AMRO Bank N.V. 13
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 13
Mma Asset Management Llc 13
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 13
NWF Advisory Services Inc. 13
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 13
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 13
Titleist Asset Management, Ltd. 13
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 13
McCarthy Grittinger Financial Group, LLC 13
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 13
Huber Capital Management LLC 13
Richwood Investment Advisors, LLC 13
Fayerweather Charles 13
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 13
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 13
McCollum Christoferson Group LLC 13
Causeway Capital Management Llc 13
Leo H. Evart, Inc. 13
S-Bank Fund Management Ltd 13
Dfa Investment Trust Co - The Dfa International Value Series 13
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 13
Ayer Capital Management, LP 13
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 13
Granite Bay Wealth Management, LLC 13
Lincoln Park Capital Fund, LLC 13
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 13
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 13
Private Capital Management Inc 13
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 13
Relative Value Partners Group, LLC 13
Cg Funds Trust 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 13
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 13
Stonepine Capital, L.p. 13
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 13
Morgan Jess S & Co Inc 13
Gries Financial Llc 13
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 13
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 13
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 13
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 13
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 13
Elefante Michael B 13
KC Investment Advisors, LLC 13
Asset Allocation & Management Company, LLC 13
Sage Capital Management, LLC 13
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 13
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 13
Agran Libbie 13
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 13
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 13
Sirios Capital Management L P 13
Touradji Capital Management, Lp 13
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 13
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 13
Howard Capital Management 13
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 13
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 13
VMIDX - VALIC Co I - Mid Cap Index Fund 13
Farmers & Merchants Trust Co of Long Beach 13
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 13
Td Asset Management Usa Funds Inc. 13
TrueMark Investments, LLC 13
Sentinel Asset Management, Inc. 13
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 13
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 13
Kaufman Rossin Wealth, LLC 13
Advisory Resource Group 13
Cs Mckee Lp 13
South Plains Financial, Inc. 13
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 13
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 13
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 13
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 13
Bingham Private Wealth, Llc 13
New England Investment & Retirement Group, Inc. 13
Alpine Global Dynamic Dividend Fund 13
Prudent Man Advisors, LLC 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3 13
Indivisible Partners 13
Mizuho Securities Co. Ltd. 13
Cobalt Capital Management, Inc. 13
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 13
RDA Financial Network 13
First Pacific Advisors, LP 13
Brandywine Managers, Llc 13
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 13
Fiduciary Planning LLC 13
First National Bank of Mount Dora, Trust Investment Services 13
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 13
UMPIX - Profunds - Ultramid-cap Profund Investor Class 13
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 13
Gould Capital, LLC 13
Jmac Enterprises Llc 13
Huntleigh Advisors, Inc. 13
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 13
ICICI Prudential Asset Management Co Ltd 13
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 13
Selway Asset Management 13
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 13
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 13
Slocum, Gordon & Co LLP 13
PCA Investment Advisory Services Inc. 13
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 13
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 13
Deprince Race & Zollo Inc 13
Columbus Hill Capital Management, L.P. 13
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 13
Maryland Capital Advisors Inc. 13
Studio Investment Management Llc 13
Madden Advisory Services, Inc. 13
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 13
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 13
MLPIX - Profunds - Mid-cap Value Profund Investor Class 13
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 13
3 Factor Indexing, Llc 13
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 13
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 13
Marietta Wealth Management, LLC 13
Main Management ETF Advisors, LLC 13
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 13
Northwest Quadrant Wealth Management, LLC 13
Haber Trilix Advisors, Lp 13
PUREfi Wealth, LLC 13
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 13
MDPIX - Profunds - Mid-cap Profund Investor Class 13
Spdr S&p Midcap 400 Etf Trust 13
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 13
22nw, Lp 13
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 13
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 13
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 13
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 13
Deroy & Devereaux Private Investment Counsel Inc 13
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 13
Nia Impact Advisors, Llc 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 13
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 13
Capital CS Group, LLC 13
Franklin, Parlapiano, Turner & Welch, LLC 13
Ball & Co Wealth Management Inc. 13
All Terrain Financial Advisors, LLC 13
Sompo Japan Nipponkoa Asset Management Co.,ltd. 13
Harvest Portfolios Group Inc. 13
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 13
Mandatum Life Insurance Co Ltd 13
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 13
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 13
Hopwood Financial Services, Inc. 13
Acuity Investment Management Inc 13
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 13
American Independence Funds Trust 13
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 13
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 13
Blue Barn Wealth, LLC 13
Wilkinson Ogrady & Co Inc /ny 13
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 13
Seldon Capital Lp 13
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 13
Sageworth Trust Co of South Dakota 13
Hays Advisory Llc 13
Advance Capital I Inc 13
Flagship Wealth Advisors, Llc 13
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 13
Focus Financial Network Inc /adv 13
Schnieders Capital Management Llc 13
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 13
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A 13
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 13
Foster Group, Inc. 13
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 13
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 13
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 13
Abbrea Capital, LLC 13
Montag & Caldwell, Llc 13
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 13
Flow State Investments, L.P. 13
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 13
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 13
Hikari Tsushin, Inc. 13
Cornerstone Financial Partners, LLC 13
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 13
Sarofim Fayez 13
Eaton Vance Tax Advantaged Dividend Income Fund 13
Novartis Bioventures Ltd 13
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 13
Mogy Joel R Investment Counsel Inc 13
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 13
Mark Asset Management Lp 13
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class 13
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 13
Caerus Investment Advisors, LLC 13
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 13
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 13
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 13
Carr Financial Group Corp 13
Burkett Financial Services, Llc 13
Sowa Financial Group, Inc. 13
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 13
Reliant Investment Management, LLC 13
Skba Capital Management Llc 13
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 13
Wiser Advisor Group LLC 13
Alhambra Investment Partners LLC 13
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 13
Glovista Investments LLC 13
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 13
Tranquility Partners, LLC 13
Osbon Capital Management Llc 13
Dixon Mitchell Investment Counsel Inc. 13
RiverFront Investment Group, LLC 13
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 13
Fiduciary Group LLC 13
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 13
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 13
Argent Trust Company, N.a. 13
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 13
Aberdeen Global Income Fund Inc 13
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 13
AQINX - AQR Funds - AQR International Equity Fund Class N 13
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 13
Autus Asset Management, LLC 13
Lantz Financial LLC 13
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 13
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 13
Reyes Financial Architecture, Inc. 13
BSBAX - Northern Funds - Northern Short Bond Fund 13
Camden National Bank 13
Tiemann Investment Advisors, Llc 13
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 13
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 13
NMIEX - Northern Funds - Active M International Equity Fund 13
NOMIX - Northern Funds - Northern Mid Cap Index Fund 13
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 13
Pettee Investors, Inc. 13
Wafra Inc. 13
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 13
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 13
Signal Advisors Wealth, LLC 13
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 13
Mattson Financial Services, LLC 13
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 13
First Trust Investment Solutions L.P. 13
Trust Co Of Oklahoma 13
Unigestion Holding SA 13
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 13
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 13
Strategic Wealth Advisors LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 13
Delap Wealth Advisory, Llc 13
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 13
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 13
Tanglewood Legacy Advisors, LLC 13
Vahanian & Associates Financial Planning Inc. 13
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 13
Probity Advisors, Inc. 13
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 13
LexAurum Advisors, LLC 13
Tyche Wealth Partners LLC 13
TCF National Bank 13
Blue Square Asset Management, Llc 13
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 13
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 13
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 13
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 13
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 13
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 13
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 13
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 13
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 13
Stirlingshire Investments, Inc. 13
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 13
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 13
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 13
Hendershot Investments Inc. 13
YOKE - EA Series Trust - Yoke Core ETF 13
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 13
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 13
Ccm Investment Advisers Llc 13
Bedrijfstakpensioenfonds Voor De Media Pno 13
Zions Trust, National Association 13
Vicus Capital 13
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 13
3Chopt Investment Partners, LLC 13
Cannon Financial Strategists, Inc. 13
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 13
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 13
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 13
Little House Capital Llc 13
RIA Advisory Group LLC 13
Canopy Partners, LLC 13
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 13
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 13
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 13
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 13
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 13
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 13
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 13
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 13
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 13
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 13
John Hancock Investors Trust 13
Milestone Asset Management, Llc 13
Forza Wealth Management, LLC 13
Strategic Family Wealth Counselors, L.L.C. 13
Reinhart Partners, Inc. 13
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 13
JHL Capital Group LLC 13
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 13
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 13
Lineweaver Wealth Advisors, LLC 13
Riversedge Advisors, Llc 13
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 13
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 13
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 13
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 13
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 13
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 13
Olistico Wealth, LLC 13
Breakwater Capital Group 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 13
HITE Hedge Asset Management LLC 13
Stonebrook Private Inc. 13
Pimco Dynamic Income Fund 13
Alpine Bank Wealth Management 13
Opal Capital Llc 13
Butensky & Cohen Financial Security, Inc 13
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 13
Bessemer Securities Llc 13
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 13
Oslo Pensjonsforsikring AS 13
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 13
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 13
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 13
Merriman Wealth Management, LLC 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 13
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 13
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 13
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF 13
Catalyst Financial Partners Llc 13
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 13
Silicon Hills Wealth Management, LLC 13
Peloton Wealth Strategists 13
Lmp Capital & Income Fund Inc. 13
55i, Llc 13
Bank Of Stockton 13
First Allied Asset Management, Inc. 13
Kwmg, Llc 13
Oder Investment Management, LLC 13
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 13
Horizon Bancorp Inc /in/ 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 13
Serengeti Asset Management LP 13
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 13
South Street Advisors LLC 13
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 13
Texas Children's 13
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 13
PFA Pension, Forsikringsaktieselskab 13
Ikos Cif Ltd 13
Northwest Bancshares, Inc. 13
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 13
Zevin Asset Management Llc 13
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 13
McGowan Group Asset Management, Inc. 13
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 13
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 13
Invesco Senior Income Trust 13
Exos TFP Holdings LLC 13
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 13
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 13
Flagship Private Wealth, LLC 13
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 13
Davidson Capital Management Inc. 13
Wallace Advisory Group, LLC 13
HBC Financial Services, PLLC 13
Czech National Bank 13
Bridge City Capital, LLC 13
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 13
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 13
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 13
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 13
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 13
ARS Wealth Advisors Group, LLC 13
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 13
Capital Income Builder 13
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 13
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 13
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 13
Pacific Global Investment Management Co 13
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 13
FLC Capital Advisors 13
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 13
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 13
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 13
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 13
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 13
Cramer Rosenthal Mcglynn Llc 13
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 13
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 13
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 13
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 13
Abbot Financial Management, Inc. 13
Journey Retirement Planning & Investment Management Llc 13
Seascape Capital Management 13
Drucker Wealth 3.0, LLC 13
Pinebridge Investments Llc 13
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 13
Wisconsin Capital Management Llc 13
Hellman Jordan Management Co Inc /ma/ 13
Melvin Capital Management LP 13
Profunds - Profund Vp Ultramid-cap 13
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 13
London Co Of Virginia 13
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 13
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 13
Asset Advisors Corp 13
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 13
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 13
Virginia Estate & Retirement Planning Advisors Inc. 13
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 12
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 12
Cornerstone Select Advisors, LLC 12
PacWest Financial Management Inc 12
Securian Funds Trust - SFT Core Bond Fund Class 1 12
Eaton Vance Tax-managed Buy-write Opportunities Fund 12
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 12
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 12
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 12
Nbw Capital Llc 12
Advanced Asset Management Advisors Inc 12
Inlet Private Wealth, LLC 12
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 12
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 12
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 12
Nuveen Tax-advantaged Dividend Growth Fund 12
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 12
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 12
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 12
HHG & Company, LLC 12
Pennsylvania Capital Management Inc /adv 12
HBW Advisory Services LLC 12
Delta Financial Advisors Llc 12
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 12
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 12
Majedie Asset Management Ltd 12
Chemung Canal Trust Co 12
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 12
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A 12
Aldebaran Financial Inc. 12
Lesa Sroufe & Co 12
Columbia Etf Trust 12
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 12
Prevail Innovative Wealth Advisors, Llc 12
Covenant Multifamily Offices, LLC 12
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 12
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 12
Rainier Group Investment Advisory LLC 12
United Bank, Inc. 12
Integrated Wealth Counsel, Llc 12
Plimoth Trust Co Llc 12
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 12
Trust CO of the Ozarks 12
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 12
Osborne Partners Capital Management, Llc 12
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 12
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 12
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 12
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 12
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 12
Aberdeen Wealth Management LLC 12
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 12
Nasdaq Premium Income & Growth Fund Inc. 12
Philip James Wealth Mangement, LLC 12
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 12
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 12
Pasadena Private Wealth, LLC 12
Constellation Wealth Advisors, LLC 12
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 12
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 12
Power Corp of Canada 12
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 12
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 12
Canal Capital Management, LLC 12
Ransom Advisory, Ltd 12
Bravera Wealth 12
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 12
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 12
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 12
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 12
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 12
Efficient Market Advisors, LLC 12
Truehand, Inc 12
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 12
Duff & Phelps Investment Management Co 12
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 12
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 12
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 12
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 12
Loews Corp 12
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 12
ABS Direct Equity Fund LLC 12
Keystone Financial Planning, Inc. 12
Stonebridge Financial Planning Group, LLC 12
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 12
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 12
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 12
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 12
Portland Global Advisors LLC 12
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 12
Taylor Frigon Capital Management LLC 12
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 12
Marshall & Sullivan Inc /wa/ 12
TYNE - Direxion Shares ETF Trust - Direxion Nanotechnology ETF 12
New Perspective Fund 12
LCM Capital Management Inc 12
Capital Square, LLC 12
Silverlake Wealth Management Llc 12
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 12
Stralem & Co Inc 12
KAMES CAPITAL management Ltd 12
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 12
ARGA Investment Management, LP 12
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 12
Absolute Investment Advisers Llc 12
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 12
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 12
Capital Advantage, Inc. 12
REDWX - Aspiration Funds - Aspiration Redwood Fund 12
US Asset Management LLC 12
RMG Wealth Management LLC 12
Guidance Point Advisors, LLC 12
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 12
Williams & Novak, LLC 12
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 12
StellarOne CORP 12
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 12
Tacita Capital Inc 12
Sprott Inc. 12
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 12
Miramar Capital, LLC 12
Gyrus Investment Management Inc. 12
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 12
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 12
Traxis Partners Lp 12
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 12
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 12
Silver Bridge Capital Management LLC 12
Security National Bank Of So Dak 12
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 12
Parkside Investments, LLC 12
Nuveen Global High Income Fund 12
First National Bank & Trust Co Of Newtown 12
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 12
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 12
J. W. Coons Advisors, LLC 12
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 12
Infrastructure Capital Advisors, Llc 12
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 12
Alpine Series Trust 12
Phillips Wealth Planners LLC 12
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 12
Fiduciary Services Corp/ga 12
Gruss & Co., LLC 12
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 12
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 12
Alpine Total Dynamic Dividend Fund 12
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 12
Altavista Wealth Management, Inc. 12
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 12
Align Financial, LLC 12
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 12
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 12
Wealthspring Capital LLC 12
Keynote Financial Services Llc 12
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 12
Apexium Financial, Lp 12
Cynosure Advisors, Llc 12
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 12
Smithbridge Asset Management Inc/de 12
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 12
Redwood Capital Management, Llc 12
CORDA Investment Management, LLC. 12
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 12
Wealth Dimensions Group, Ltd. 12
Gold Investment Management Ltd. 12
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 12
Dean Investment Associates, Llc 12
Simmons First Trust Co Na 12
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 12
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 12
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 12
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 12
MJ - ETF Managers Trust - ETFMG Alternative Harvest ETF 12
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 12
Catherine Avery Investment Management LLC 12
VIOPX - VALIC Co I - International Opportunities Fund 12
Mfs Intermediate Income Trust 12
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 12
Steward Partners Investment Solutions, Llc 12
Boltwood Capital Management 12
Capital City Trust Co/fl 12
Coolidge Francis L 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 12
Ccg Wealth Management, Llc 12
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 12
Curated Wealth Partners LLC 12
STFGX - Advisers Investment Trust - State Farm Growth Fund 12
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 12
Bank of Kentucky, Inc. 12
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 12
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 12
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 12
Hobart Private Capital, LLC 12
Robinson Value Management, Ltd. 12
Glenview State Bank Trust Dept. 12
San Luis Wealth Advisors LLC 12
New World Fund Inc 12
Willis Johnson & Associates, Inc. 12
Argus Investors' Counsel, Inc. 12
A. D. Beadell Investment Counsel, Inc. 12
Gibraltar Capital Management, Inc. 12
Aspen Investment Management Inc 12
Insight Wealth Strategies, LLC 12
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 12
Limestone Investment Advisors LP 12
Koesten, Hirschmann & Crabtree, INC. 12
WMKGX - WESMARK FUNDS - WesMark Growth Fund 12
Spartan Wealth Advisory Services LLC 12
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 12
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 12
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 12
Thrive Capital Management, LLC 12
New Hampshire Trust 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 12
Sadoff Investment Management Llc 12
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 12
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 12
ICHCX - ICON FUNDS - ICON Healthcare Fund Class S 12
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 12
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 12
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 12
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 12
Single Point Partners, LLC 12
Goldstein Advisors, LLC 12
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 12
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 12
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 12
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 12
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 12
FJ Investments, LLC 12
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 12
Jessup Wealth Management, Inc 12
Optimist Retirement Group LLC 12
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 12
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 12
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 12
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 12
Gilead Sciences Inc 12
Bridges Investment Counsel Inc/ 12
Marble Harbor Investment Counsel, LLC 12
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 12
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 12
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 12
Manager Directed Portfolios - Pemberwick Fund Shares 12
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 12
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 12
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 12
Meridian Investment Counsel Inc. 12
Phoenix Investment Adviser LLC 12
VCHYX - VALIC Co II - High Yield Bond Fund 12
Coronation Fund Managers Ltd. 12
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 12
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 12
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 12
Goodman Financial Corp 12
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 12
Brooks, Moore & Associates, Inc. 12
Defined Wealth Management, Llc 12
Symons Capital Management Inc 12
American Money Management, LLC 12
O'Brien Wealth Partners LLC 12
Academy Capital Management Inc/tx 12
Roof Eidam & Maycock/adv 12
Putnam ETF Trust - Putnam Sustainable Future ETF - 12
General Partner, Inc. 12
Lagoda Investment Management, L.P. 12
Burford Brothers, Inc. 12
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 12
Sunpointe, LLC 12
Ag2r La Mondiale Gestion D'actifs 12
Warther Private Wealth, LLC 12
Samson Rock Capital LLP 12
Emerald Investment Advisers, LLC 12
Accretive Wealth Partners, LLC 12
Fountainhead AM, LLC 12
Grisanti Capital Management LLC 12
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 12
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 12
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 12
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 12
Delta Lloyd Asset Management N.v. 12
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 12
Matrix Asset Advisors Inc/ny 12
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 12
Vista Private Wealth Partners. LLC 12
Edgemoor Investment Advisors, Inc. 12
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 12
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 12
Archetype Wealth Partners 12
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 12
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 12
IZRL - Ark ETF Trust - ARK Israel Innovative Technology ETF 12
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 12
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 12
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 12
AlphaStar Capital Management, LLC 12
Transcendent Capital Group LLC 12
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 12
Cove Private Wealth, LLC 12
Moreno Evelyn V 12
Foster Victor Wealth Advisors, LLC 12
Tufton Capital Management 12
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 12
Callahan Advisors, LLC 12
CHNA - ETF Series Solutions - Loncar China BioPharma ETF 12
Game Creek Capital, LP 12
Boulegeris Investments, Inc. 12
Livelsberger Financial Advisory 12
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 12
Charter Research & Investment Group, Inc. 12
YOLO - AdvisorShares Trust - AdvisorShares Pure Cannabis ETF 12
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 12
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 12
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 12
American Capital Management Inc 12
WIREX - PFS FUNDS - Wireless Fund 12
Key Client Fiduciary Advisors, LLC 12
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 12
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 12
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 12
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 12
Revisor Wealth Management LLC 12
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 12
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 12
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 12
Franklin Templeton ETF Trust - Western Asset Bond ETF 12
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 12
Chickasaw Capital Management Llc 12
Apollo Tactical Income Fund Inc. 12
Tradition Capital Management Llc 12
Eastern Capital LTD 12
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 12
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 12
Crew Capital Management, Ltd. 12
Cornerstone Strategic Value Fund Inc 12
Buckhead Capital Management Llc 12
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 12
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 12
Bramshill Investments, LLC 12
Gillespie Robinson & Grimm Inc 12
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 12
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 12
Lawson Kroeker Investment Management Inc/ne 12
Paladin Advisory Group, LLC 12
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 12
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 12
Signator Financial Services, Inc. 12
AA Financial Advisors, LLC 12
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 12
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 12
Archipel Asset Management AB 12
71 West Capital Partners 12
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 12
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 12
Smith & Howard Wealth Management, LLC 12
Advisors Management Group Inc /adv 12
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 12
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 12
Cognios Capital, LLC 12
SA FUNDS INVESTMENT TRUST - SA International Value Fund 12
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 12
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 12
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 12
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 12
Salzhauer Michael 12
Willner & Heller, Llc 12
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF 12
Astoria Portfolio Advisors LLC. 12
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 12
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 12
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 12
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 12
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 12
Diligent Investors, LLC 12
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 12
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 12
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 12
Spartan Fund Management Inc. 12
Rather & Kittrell, Inc. 12
Diversified Enterprises, LLC 12
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 12
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 12
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 12
KCS Wealth Advisory 12
IVC Wealth Advisors LLC 12
M. Kulyk & Associates, LLC 12
QTR Family Wealth, LLC 12
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 12
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 12
Caz Investments Lp 12
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 12
Pinnacle Wealth Advisors 12
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 12
Thor Advisors, Llc 12
Cardiff Park Advisors, Llc 12
Lifeworks Advisors, LLC 12
Wallace Capital Management Inc. 12
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 12
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 12
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 12
Greater India Portfolio - Greater India Portfolio 12
Astrazeneca Plc 12
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 12
DMG Group, LLC 12
Sapphire Star Partners LP 12
Pines Wealth Management, LLC 12
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 12
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 12
Board of the Pension Protection Fund 12
Wahed Invest LLC 12
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 12
Sensato Investors LLC 12
Pegasus Partners Ltd. 12
Peterson Financial Group, Inc. 12
Hefty Wealth Partners 12
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 12
Laurel Wealth Planning LLC 12
Financial Life Planners 12
Country Club Bank /gfn 12
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 12
New England Private Wealth Advisors LLC 12
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 12
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 12
Balter Liquid Alternatives, LLC 12
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 12
Nokota Management, LP 12
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 12
Fulcrum Asset Management LLP 12
Barnes Dennig Private Wealth Management LLC 12
Stance Capital Llc 12
Matrix Private Capital Group Llc 12
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 12
LG Capital Management, LP 12
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 12
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 12
Raiff Partners Inc 12
Thrive Wealth Management, LLC 12
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 12
Pimco Income Strategy Fund 12
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 12
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 12
Tran Capital Management, L.p. 12
Ignite Planners, LLC 12
Intrua Financial, LLC 12
Pimco Income Strategy Fund Ii 12
Lombard Odier & Cie (Canada), Limited Partnership 12
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 12
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 12
James Hambro & Partners 12
Adirondack Retirement Specialists, Inc. 12
Capital & Planning, Llc 12
Vantage Financial Partners Ltd., Inc. 12
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 12
Invesco Senior Loan Fund 12
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 12
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 12
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 12
Re Advisers Corp 12
Brucke Financial, Inc. 12
Revolve Wealth Partners, LLC 12
Generali Investments Towarzystwo Funduszy Inwestycyjnych 12
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 12
Sherman Asset Management, Inc. 12
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 12
PENN SERIES FUNDS INC - Large Core Value Fund 12
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 12
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 12
Kinloch Capital, LLC 12
Windward Capital Management Co /ca 12
Community Bank & Trust, Waco, Texas 12
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 12
Master Focus Growth Llc - Master Focus Growth Llc 12
BGHDX - BAILLIE GIFFORD FUNDS - Baillie Gifford Health Innovation Equities Fund Class K 12
Argentarii, LLC 12
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 12
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 12
Capital Market Strategies LLC 12
Madison Investment Advisors, LLC 12
one8zero8, LLC 12
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 12
Keeley Asset Management Corp 12
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 12
Westbourne Investments, Inc. 12
Generali Investments, Management Co LLC 12
1248 Management, LLC 12
Henrickson Nauta Wealth Advisors, Inc. 12
Luminist Capital LLC 12
Fca Corp /tx 12
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 12
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 12
Maridea Wealth Management LLC 12
Wittenberg Investment Management, Inc. 12
Orca Investment Management, LLC 12
Norris Financial Group, LLC 12
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 12
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 12
Semper Trust Co. 12
LifePro Asset Management 12
Financial Management Network Inc 12
MASTERINVEST Kapitalanlage GmbH 12
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 12
Heritage Wealth Management, Inc. 12
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 12
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 12
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 12
Capstone Capital Management Ltd 12
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 12
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 12
Northcape Wealth Management, Llc 12
Honig Barry C 12
Dempze Nancy E 12
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 12
Pimco Income Opportunity Fund 12
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 12
Securian Funds Trust - SFT T. Rowe Price Value Fund 12
Goodwin Investment Advisory 12
Bristol Advisors, LLC 12
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 12
Elm Advisors, Llc 12
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 12
Allen Capital Group, LLC 12
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 12
Columbus Macro, LLC 12
Stiles Financial Services Inc 12
WealthTrust Asset Management, LLC 12
Regal Wealth Group, Inc. 11
Pioneer Trust Bank N A/or 11
Chesapeake Wealth Management 11
UNIVEST FINANCIAL Corp 11
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 11
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 11
Lucas Capital Management 11
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 11
Cape Ann Savings Bank 11
New Century Investment Management, Inc 11
MFN Partners Management, LP 11
Toms Capital Investment Management Lp 11
Vista Investment Management 11
Campbell Wealth Management 11
GMEZX - GuideStone Funds - Impact Equity Fund Investor 11
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 11
Dock Street Asset Management Inc 11
Parian Global Management LP 11
Financial Security Advisor, Inc. 11
Spectrum Asset Management, Inc. (NB/CA) 11
High Point Wealth Management, LLC 11
Sterling Investment Management, Inc. 11
Private Wealth Advisors, Inc. 11
Cornell Pochily Investment Advisors, Inc. 11
Callodine Capital Management, LP 11
Outfitter Financial LLC 11
Lodestar Investment Counsel Llc/il 11
Kite Lake Capital Management (uk) Llp 11
Edmp, Inc. 11
Westwood Management Corp /il/ 11
Flax Pond Capital, Llc 11
Rogco, Lp 11
CastleArk Alternatives, LLC 11
55 North Private Wealth, LLC 11
DoubleLine ETF Adviser LP 11
Van Cleef Asset Management,Inc 11
CrestPoint Capital Management, LLC 11
Austin Private Wealth, LLC 11
Cornerstone Advisors, LLC 11
Lederer & Associates Investment Counsel/ca 11
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 11
Jupiter Wealth Management LLC 11
C-J Advisory, Inc. 11
Harrell Investment Partners, Llc 11
Bath Savings Trust Co 11
Fundamentun, Llc 11
Tiedemann Trust Co 11
North Point Portfolio Managers Corp/oh 11
Rand Wealth, Llc 11
Ursa Fund Management, LLC 11
Red Cedar Capital, LLC 11
BIP Wealth, LLC 11
Silverleafe Capital Partners, LLC 11
Cornerstone Management, Inc. 11
Fort Pitt Capital Group Inc 11
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 11
Hamel Associates, Inc. 11
Narwhal Capital Management 11
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 11
Northstar Capital Management Llc 11
Birmingham Capital Management Co Inc/al 11
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 11
Matrix Trust Co 11
Westhampton Capital, LLC 11
Lifestyle Asset Management, Inc. 11
Merited Wealth, LLC 11
Creek Drive Management Group LLC 11
Inr Advisory Services Llc 11
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 11
Traveka Wealth, LLC 11
Vestpro Financial Partners, Inc. Dba Cpf Texas 11
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 11
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 11
Cedar Hill Associates, Llc 11
Macguire, Cheswick & Tuttle Investment Counsel Llc 11
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 11
DDD Partners, LLC 11
Keeler THomas Management LLC 11
Davern Capital Partners, LP 11
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 11
Diversified Portfolios, Inc. 11
Blue Chip Partners, Inc. 11
NorthAvenue LLC 11
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 11
Viking Fund Management Llc 11
Swedbank 11
KRMA - Global X Funds - Global X Conscious Companies ETF 11
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 11
Meridian Management Co 11
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 11
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 11
Prostatis Group LLC 11
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 11
Compass Ion Advisors, LLC 11
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 11
American State Bank (Iowa) 11
Westshore Wealth, LLC 11
Capital Management Corp /va 11
a16z Perennial Management, L.P. 11
Arena Investors LP 11
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 11
Ninety One SA (PTY) Ltd 11
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 11
Tweedy, Browne Co LLC 11
Portman Square Capital LLP 11
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 11
PSquared Asset Management AG 11
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 11
Fielder Capital Group LLC 11
Skylands Capital, LLC 11
Cape Cod Five Cents Savings Bank 11
Cardinal Capital Management, Inc. 11
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 11
Per Stirling Capital Management, LLC. 11
AlphaQ Advisors LLC 11
Texan Capital Management 11
Partnership Wealth Management, LLC 11
Fenimore Asset Management Inc 11
Ayalon Holdings Ltd. 11
Outfitter Advisors, Ltd. 11
Philadelphia Investment Partners, LLC 11
Prosperity Bancshares Inc 11
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 11
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 11
1623 Capital LLC 11
Signet Management Usa, Llc 11
Evergreen Private Wealth LLC 11
Draper Asset Management, LLC 11
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 11
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 11
Beddow Capital Management Inc 11
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 11
Second Line Capital, LLC 11
Foyston, Gordon, & Payne Inc 11
Icc Capital Management Inc/ 11
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 11
Horizons Etf Trust I 11
BayBridge Capital Group, LLC 11
Wellspring Financial Advisors, LLC 11
Kkr Income Opportunities Fund 11
Auxano Advisors, LLC 11
10-15 Associates, Inc. 11
Lyons Wealth Management, LLC. 11
Lombard Odier Transatlantic, Limited Partnership 11
Stevard, LLC 11
Chesapeake Capital Corp /il/ 11
Pioneer Diversified High Income Trust 11
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 11
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 11
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 11
MTCGX - M FUND INC - M Large Cap Growth Fund 11
Courage Capital Management Llc 11
Core Wealth Partners LLC 11
Richardson Capital Management LLC 11
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 11
Kodai Capital Management LP 11
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 11
Cdkv Holdings Llc 11
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 11
44 Wealth Management Llc 11
Cypress Wealth Advisors LLC 11
Severin Investments, LLC 11
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 11
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 11
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 11
Capital Insight Partners, Llc 11
Bank Pictet & Cie (asia) Ltd 11
Steadtrust LLC 11
Harvey Investment Co Llc 11
PICTET BANK & TRUST Ltd 11
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 11
Roehl & Yi Investment Advisors, LLC 11
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 11
Lummis Asset Management, LP 11
Portus Wealth Advisors, LLC 11
Yelin Lapidot Holdings Management Ltd. 11
Palogic Value Management, L.P. 11
Allegiance Financial Group Advisory Services LLC 11
Crossvault Capital Management LLC 11
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 11
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 11
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 11
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 11
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 11
Insight 2811, Inc. 11
Holos Integrated Wealth LLC 11
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 11
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 11
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 11
ATFV - Alger ETF Trust - Alger 35 ETF 11
Long Island Wealth Management, Inc. 11
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 11
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 11
PACIFIC SELECT FUND - Comstock Portfolio Class I 11
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 11
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 11
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 11
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 11
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 11
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 11
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 11
Drw Securities, L.l.c. 11
R. G. Niederhoffer Capital Management Inc 11
GLOBALT Investments LLC / GA 11
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 11
PagnatoKarp Partners LLC 11
Pettyjohn, Wood & White, Inc 11
West Chester Capital Advisors, Inc 11
Essential Planning, LLC. 11
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 11
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 11
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 11
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 11
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 11
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 11
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 11
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 11
Gerber, Llc 11
Davidson & Garrard Inc 11
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 11
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 11
Quantum Financial Advisors, LLC 11
Wright Managed Equity Trust 11
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 11
Birch Financial Group, Llc 11
First National Advisers, LLC 11
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 11
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 11
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 11
Hugh Johnson Advisors LLC 11
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 11
Miller Wealth Advisors, Llc 11
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 11
Broadwater Capital Management Llc 11
Apollo Senior Floating Rate Fund Inc. 11
Wilkins Investment Counsel Inc 11
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 11
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 11
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 11
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 11
Trust & Fiduciary Management Services Inc 11
Birinyi Associates Inc 11
Wildcat Capital Management, LLC 11
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 11
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 11
Ssga Master Trust 11
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 11
Capital Directions Investment Advisors, LLC 11
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 11
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF 11
Ashburton (Jersey) Ltd 11
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 11
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 11
Fox Hill Wealth Management 11
Rock Point Advisors, LLC 11
Biegel & Waller Llc 11
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 11
Spartan Planning & Wealth Management 11
Mechanics Financial Corp 11
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 11
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 11
Round Hill Asset Management 11
Rovida Advisors Inc. 11
Zazove Convertible Securities Fund Inc 11
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 11
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 11
Walkner Condon Financial Advisors LLC 11
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 11
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 11
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 11
Gratus Wealth Advisors, LLC 11
Wealth Group, Ltd. 11
Interwest Venture Management Co 11
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 11
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 11
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 11
FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund 11
Cascade Financial Partners, LLC 11
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 11
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 11
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 11
Watts Gwilliam & Co., LLC 11
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 11
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 11
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 11
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 11
United Bank 11
CVAR - ETF Opportunities Trust - Cultivar ETF 11
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 11
Institutional Investment Strategy Fund 11
Baltimore-Washington Financial Advisors Inc. 11
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 11
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 11
Greenwich Investment Management, Inc. 11
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 11
Hourglass Capital, Llc 11
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 11
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 11
Global X Japan Co., Ltd. 11
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 11
Fiduciary Financial Group, Llc 11
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 11
CNBS - Amplify ETF Trust - Amplify Seymour Cannabis ETF 11
Brass Tax Wealth Management, Inc 11
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 11
RK Capital Management, LLC 11
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 11
American Funds Fundamental Investors 11
Swiss Re Ltd 11
Satter Muneer A 11
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 11
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 11
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 11
TSP Capital Management Group, LLC 11
Glassy Mountain Advisors, Inc. 11
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 11
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 11
Orion Investment Co 11
TRB Wealth Management, LLC 11
Boyer & Corporon Wealth Management, LLC 11
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 11
Carrera Capital Advisors 11
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 11
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 11
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 11
CAMG Solamere Management, LLC 11
Cfs, Llc 11
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 11
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 11
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 11
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 11
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 11
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 11
Ironbridge Funds, Inc. 11
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 11
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 11
Blackstone / Gso Strategic Credit Fund 11
Regatta Capital Group, Llc 11
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 11
Kennebec Savings Bank 11
LWM Advisory Services, LLC 11
Optivise Advisory Services LLC 11
Fi3 FINANCIAL ADVISORS, LLC 11
Onefund, Llc 11
Argent Financial Group, Inc. 11
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 11
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 11
B&l Asset Management Llc 11
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 11
Oak Harbor Wealth Partners, Llc 11
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 11
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 11
Pomelo Capital LLC 11
Eton Park Capital Management, L.P. 11
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 11
Berkshire Bank 11
Graham Capital Wealth Management, Llc 11
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 11
Omni Partners US LLC 11
Guerra Pan Advisors, Llc 11
Matrix Capital Management Company, LP 11
Silver Grove Financial Group, Inc. 11
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 11
Litespeed Management, L.L.C. 11
WHV Investments, Inc. 11
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 11
Catalyst Private Wealth, Llc 11
Seaport Global Advisors, LLC 11
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 11
Genesis Private Wealth, Llc 11
Endeavor Private Wealth, Inc. 11
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 11
Fairvoy Private Wealth, LLC 11
Smith Shellnut Wilson Llc /adv 11
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 11
Glenhill Advisors Llc 11
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 11
Europacific Growth Fund 11
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 11
Oaktree Fund Advisors, LLC 11
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 11
Putnam Investors Fund 11
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 11
Ruane, Cunniff & Goldfarb Inc 11
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 11
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 11
MML Series Investment Fund II - MML Asset Momentum Fund Class II 11
Kenfarb & Co. 11
OPTIMAS CAPITAL Ltd 11
Spectrum Advisory Services Inc 11
Midwest Capital Advisors, LLC 11
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 11
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 11
Noble Wealth Management PBC 11
Life Planning Partners, Inc 11
St. Louis Trust Co 11
Blue Rock Advisors, LLC 11
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 11
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 11
Nauset Wealth Management. LLC 11
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 11
Guardian Partners Inc. 11
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 11
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 11
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 11
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 11
Shore Point Advisors, LLC 11
Oak Harvest Investment Services 11
Grant/GrossMendelsohn, LLC 11
Canada Post Corp Registered Pension Plan 11
Aware Super Pty Ltd as trustee of Aware Super 11
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 11
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 11
MSH Capital Advisors LLC 11
Signpost Capital Advisors, LP 11
Journey Advisory Group, LLC 11
Green Valley Investors Llc 11
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 11
Monumental Financial Group Inc. 11
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 11
Greenup Street Wealth Management Llc 11
Hollow Brook Wealth Management LLC 11
Mufg Securities Americas Inc. 11
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 11
SageGuard Financial Group, LLC 11
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 11
Fortress Private Ledger, Llc 11
Alteri Wealth LLC 11
Fusion Investment Group, LLC 11
Aquire Wealth Advisors, LLC 11
NS Partners Ltd 11
Gardiner Nancy B 11
Delaney Dennis R 11
Counterpoint Mutual Funds LLC 11
VanEck Funds 11
Norwood Financial Corp 11
Vega Investment Solutions 11
Pinnacle Private Wealth, LLC 11
Investment Management Corp /va/ /adv 11
Parr Mcknight Wealth Management Group, Llc 11
Highmount Capital, LLC 11
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 11
Invesco High Income Trust Ii 11
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 11
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 11
Copia Wealth Management 11
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 11
Lester Murray Antman dba SimplyRich 11
Diversified, LLC 11
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 11
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 11
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 11
Garrett Investment Advisors LLC 11
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 11
ESUM - Strategy Shares - Eventide US Market ETF 11
Peterson Wealth Services 11
Vivo Opportunity, LLC 11
Capstone Triton Financial Group, LLC 11
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 11
Hudson Capital Management LLC 11
WoodTrust Financial Corp 11
Columbia Capital Llc 11
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 11
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 11
Morris Retirement Advisors, LLC 11
Oak Point Wealth Management 11
Nextech Invest, Ltd. 11
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 11
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 11
Peak Financial Advisors Llc 11
GK Wealth Management LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 11
eCIO, Inc. 11
Greenwoods Asset Management Hong Kong Ltd. 11
Blue Granite Capital, LLC 11
Galvin, Gaustad & Stein, LLC 11
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 11
Uhlmann Price Securities, Llc 11
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 11
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 11
Ninepoint Partners LP 11
L1 Capital Global Opportunities Master Fund, Ltd. 11
CACG - Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ETF 11
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A 11
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 11
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 11
Taproot Management LP 11
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 11
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 11
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 11
Kavar Capital Partners Group, Llc 11
USVT - Ultimus Managers Trust - US VALUE ETF 11
Andrew Hill Investment Advisors, Inc. 11
Harrington Investments, INC 11
Cahaba Wealth Management, Inc. 11
AJU IB Investment Co., Ltd. 11
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 11
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 11
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 11
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 11
ARS Wealth Advisors, LLC 11
ACT Advisors, LLC. 11
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 11
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 11
Kolinsky Wealth Management, LLC 11
Gs Investments, Inc. 11
Laurel Oak Wealth Management, Llc 11
Montis Financial, LLC 11
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 11
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 11
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 11
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 11
Profunds - Profund Vp Mid-cap Growth 11
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 11
swisspartners Ltd. 11
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 11
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 11
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 11
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 11
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 11
Renasant Bank 11
Geneva Partners, LLC 11
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 11
Marathon Capital Management 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 11
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 11
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 11
Oak Family Advisors, Llc 11
Greystone Financial Group, LLC 11
Cassia Capital Partners, LLC 11
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 11
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 11
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 11
Sovereign Financial Group, Inc. 11
Blankinship & Foster, LLC 11
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 11
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 11
Ritter Daniher Financial Advisory, Llc 11
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 11
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 11
Strong Tower Advisory Services 11
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 11
Susquehanna Advisors Group, Inc. 11
SG Trading Solutions, LLC 11
Rothschild Capital Partners, LLC 11
PFW Advisors LLC 11
Genus Capital Management Inc. 11
Papp L Roy & Associates 11
Brown Wealth Management, Llc 11
Third Security, LLC 11
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 11
Asset Advisors Investment Management, LLC 11
Eukles Asset Management 11
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 11
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 11
Wheatland Advisors Inc 11
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF 11
OTA Financial Group L.P. 11
Nwi Management Lp 11
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 11
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 11
Independence Trust CO 11
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 11
Ks Management Corp 11
Beacon Pointe Wealth Advisors, Llc 11
Northwest Bank & Trust Co 11
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 11
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 11
Rockwood Wealth Management, LLC 11
Lazari Capital Management, Inc. 11
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 11
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 11
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 11
Aquilo Capital Management, Llc 11
JGP Wealth Management, LLC 11
Strategies Wealth Advisors, LLC 11
Cognios Beta Neutral Large Cap Fund, Lp 11
VHYLX - VALIC Co I - High Yield Bond Fund 11
Alesco Advisors Llc 11
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 11
Freemont Management S.A. 11
Cardinal Point Capital Management, ULC 11
Alpha Family Trust 11
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 11
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 11
Kennedy Investment Group 11
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 10
Tybourne Capital Management (hk) Ltd 10
Apeiron RIA LLC 10
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 10
O'ROURKE & COMPANY, Inc 10
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 10
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 10
Ti-trust, Inc 10
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 10
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 10
TOWER TRUST & INVESTMENT Co 10
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 10
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 10
Unio Capital LLC 10
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 10
Monolith Advisors 10
Benchmark Investment Advisors LLC 10
Safe Harbor Fiduciary, LLC 10
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 10
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 10
Clear Perspectives Financial Planning, LLC 10
Quartz Partners, LLC 10
Carnegie Lake Advisors LLC 10
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 10
First Western Trust Bank 10
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 10
Creegan & Nassoura Financial Group, LLC 10
Conestoga Capital Advisors, LLC 10
Financial Advisory Corp /ut/ /adv 10
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 10
Reliant Investment Partners, LLC 10
Paladin Wealth, LLC 10
Blackstone / Gso Long-short Credit Income Fund 10
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 10
united american securities inc. (d/b/a uas asset management) 10
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 10
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 10
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 10
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 10
Larry Mathis Financial Planning, LLC 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 10
Brown Financial Advisors 10
Motley Fool Wealth Management, LLC 10
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 10
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 10
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 10
Salem Capital Management Inc 10
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 10
Shapiro Capital Management Llc 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 10
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 10
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 10
Abrams Capital Management, L.p. 10
Drill Craig A 10
KAMES CAPITAL management Ltd 10
DB Wealth Management Group, LLC 10
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares 10
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 10
Guidant Wealth Advisors 10
Baker Felix 10
Community Bank System, Inc. 10
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 10
Beacon Financial Strategies CORP 10
FreeGulliver LLC 10
Telemark Asset Management, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 10
Heritage Family Offices, LLP 10
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 10
Wealth Management Partners, LLC 10
GGM Financials LLC 10
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 10
Gradient Capital Advisors, LLC 10
Camden National Corp 10
Bordeaux Wealth Advisors LLC 10
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 10
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 10
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 10
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 10
City Center Advisors, LLC 10
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 10
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 10
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 10
Anandar Capital Management LP 10
Champlain Investment Partners, LLC 10
Genworth Financial Inc 10
Institutional Capital Llc 10
Perry Corp 10
Shelton Wealth Management, Llc 10
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I 10
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 10
Ark Investment Management Llc 10
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 10
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 10
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 10
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 10
Argos Wealth Advisors, LLC 10
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 10
Kempner Capital Management Inc. 10
Hengehold Capital Management Llc 10
Southland Equity Partners LLC 10
Weaver Capital Management LLC 10
My Legacy Advisors, LLC 10
Sculati Wealth Management, LLC 10
Northside Capital Management, LLC 10
F&V Capital Management, LLC 10
Gq Asset Management, Llc 10
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 10
Sky Investment Group LLC 10
ICW Investment Advisors LLC 10
First County Bank /CT/ 10
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 10
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 10
Moseley Investment Management Inc 10
Greenspring Advisors, LLC 10
RKL Wealth Management LLC 10
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 10
Nexus Investment Management ULC 10
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 10
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 10
Enterprise Bank & Trust Co 10
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 10
Leverage Partners Absolute Return Fund SPC 10
Arbor Capital Management Llc 10
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 10
Ostrum Asset Management U.s., Llc 10
Foundation Resource Management Inc 10
Aurora Private Wealth, Inc. 10
Amarillo National Bank 10
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 10
Facet Wealth, Inc. 10
Pimco Flexible Credit Income Fund 10
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 10
Spirepoint Private Client, Llc 10
BlackRock Private Investments Fund 10
Sienna Gestion 10
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 10
Para Advisors Llc 10
Edgar Lomax Co/va 10
Atlanta Capital Management Co L L C 10
Halsey Associates Inc/ct 10
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 10
Timberline Asset Management LLC 10
Hutchinson Capital Management/ca 10
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 10
Credo Capital Management, LLC 10
Gifford Fong Associates 10
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 10
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 10
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 10
Stearns Financial Services Group 10
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 10
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 10
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 10
Barrington Strategic Wealth Management Group LLC 10
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 10
GRATRY & Co LLC 10
Am Investment Strategies Llc 10
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 10
IAM Advisory, LLC 10
Kingsbury Capital Investment Advisors LLC 10
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 10
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 10
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 10
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 10
L.m. Kohn & Company 10
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 10
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 10
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 10
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 10
Franklin Templeton ETF Trust - Franklin Income Focus ETF 10
King Investment Advisors Inc/tx 10
Navigation Wealth Management, Inc. 10
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class 10
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 10
CBOE Vest Financial, LLC 10
Divergent Wealth Advisors, Llc 10
Suncoast Equity Management 10
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 10
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 10
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 10
Brightworth 10
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 10
Haverford Financial Services, Inc. 10
Confluence Wealth Management LLC 10
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 10
Leith Wheeler Investment Counsel Ltd. 10
Continental Investors Services, Inc. 10
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 10
White Knight Strategic Wealth Advisors, LLC 10
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 10
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 10
CMT Capital Markets Trading GmbH 10
Tred Avon Family Wealth, Llc 10
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 10
CMT Asset Management Ltd 10
Yiheng Capital Management, L.P. 10
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 10
Horst & Graben Wealth Management LLC 10
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 10
Doliver Advisors, Lp 10
Benedetti & Gucer, Inc. 10
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 10
Bankers Trust Co 10
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 10
Convector Capital Management, LP 10
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 10
Opus Investment Management Inc 10
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 10
Defender Capital, LLC. 10
Bank of Marin 10
Prosperity Financial Group, Inc. 10
Cherokee Insurance Co 10
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 10
Wellesley Investment Partners, LLC 10
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 10
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 10
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 10
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 10
Marshwinds Advisory Co 10
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 10
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 10
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 10
Grayhawk Investment Strategies Inc. 10
Putnam Funds Trust - Putnam Equity Spectrum Fund Class M 10
Bronte Capital Management Pty Ltd. 10
Intrepid Financial Planning Group LLC 10
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 10
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 10
Sumitomo Mitsui Financial Group, Inc. 10
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 10
PBU - The Pension Fund of Early Childhood & Youth Educators 10
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 10
BAM Wealth Management, LLC 10
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 10
Berman McAleer LLC 10
SFE Investment Counsel 10
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 10
Perpetual Investment Management Ltd 10
Mizuho Markets Cayman LP 10
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 10
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 10
Burke & Herbert Bank & Trust Co 10
White Pine Investment CO 10
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 10
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 10
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 10
Providence First Trust Co 10
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 10
Atwater Malick LLC 10
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 10
Shelter Mutual Insurance Co 10
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 10
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 10
Prudential Short Duration High Yield Fund, Inc. 10
Susquehanna International Securities, Ltd. 10
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 10
Three Bridge Wealth Advisors, LLC 10
Dakota Community Bank & Trust NA 10
Caisse Des Depots Et Consignations 10
Bouchey Financial Group Ltd 10
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares 10
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 10
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 10
Summit Financial Group, Inc. 10
Foresite Capital Fund IV, L.P. 10
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 10
TCG Crossover GP I, LLC 10
Beutel, Goodman & Co Ltd. 10
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 10
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 10
Van Leeuwen & Company, LLC 10
Kfg Wealth Management, Llc 10
Center For Asset Management LLC 10
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 10
Volterra Technologies LP 10
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 10
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 10
Garrison Point Advisors, Llc 10
Fulcrum Equity Management 10
Western Financial Corp/CA 10
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 10
Hoxton Planning & Management, LLC 10
Monterey Private Wealth, Inc. 10
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 10
Indus Capital Partners, Llc 10
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 10
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 10
Yu Fan 10
Clarity Asset Management, Inc. 10
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 10
Alvarez & Marsal Private Wealth Partners, LLC 10
Seed Wealth Management, Inc. 10
O'Brien Greene & Co. Inc 10
Jackson Hole Capital Partners, LLC 10
Aldebaran Capital, Llc 10
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 10
Pacific Sage Partners, LLC 10
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 10
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 10
Diker Management Llc 10
Advanced Series Trust - Ast International Value Portfolio 10
PayPay Securities Corp 10
CMH Wealth Management LLC 10
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 10
Parthenon Llc 10
Terril Brothers, Inc. 10
First Financial Bankshares Inc 10
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 10
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 10
VACVX - VALIC Co II - Large Cap Value Fund 10
John Hancock Tax-advantaged Global Shareholder Yield Fund 10
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 10
CFG Wealth Management Services, Inc. 10
Advanced Research Investment Solutions, Llc 10
Emerald Advisors, LLC 10
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 10
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 10
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 10
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 10
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 10
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 10
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 10
Schneider Downs Wealth Management Advisors, LP 10
Richard P Slaughter Associates Inc 10
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 10
EnRich Financial Partners LLC 10
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 10
B&D White Capital Company, LLC 10
Aviso Wealth Management 10
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 10
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 10
WNY Asset Management, LLC 10
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 10
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 10
Canvas Wealth Advisors, LLC 10
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 10
Victory Financial Group, Llc 10
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 10
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 10
CFICX - CALVERT FUND - Calvert Income Fund Class A 10
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 10
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 10
Achievement Holdings L.P. 10
NOIEX - Northern Funds - Northern Income Equity Fund 10
Green Harvest Asset Management LLC 10
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 10
Core Wealth Advisors, Llc 10
FCG Investment Co 10
J. L. Bainbridge & Co., Inc. 10
Kensington Investment Counsel, LLC 10
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 10
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 10
Longbow Finance SA 10
ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF 10
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 10
Mosaic Family Wealth Partners, Llc 10
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 10
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 10
Watermark Asset Management, Inc. 10
Stablepoint Partners, LLC 10
Tiff Advisory Services Inc 10
Weatherstone Capital Management 10
One Charles Private Wealth Services, LLC 10
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 10
BOS Asset Management, LLC 10
Blue Sky Asset Management, LLC 10
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 10
Bridgecreek Investment Management, LLC 10
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 10
Forester Capital Management, LTD 10
Kercheville Advisors, LLC 10
Columbia Trust Co 01012016 10
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 10
Palisades Investment Partners, LLC 10
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 10
Harmony Asset Management Llc 10
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 10
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 10
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 10
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 10
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 10
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 10
Mcdaniel Terry & Co 10
Davis Investment Partners, LLC 10
Third View Private Wealth, LLC 10
Conservest Capital Advisors, Inc. 10
Family Legacy, Inc. 10
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 10
Advantage Trust Co 10
Community Capital Management, Inc. 10
CIC Wealth, LLC 10
Oppenheimer Global Fund 10
Diversified Management Inc 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 10
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 10
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 10
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 10
iAB Financial Bank 10
LaSalle St. Investment Advisors, LLC 10
InTrack Investment Management Inc 10
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 10
Barlow Wealth Partners, Inc. 10
E Six Thirteen, Llc 10
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 10
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 10
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 10
Jabodon Pt Co 10
Engine No. 1 Llc 10
Signature Financial Management, Inc. 10
Planning Solutions Group Llc 10
Ncm Capital Management Group Inc 10
Advisor Consultant Network Inc 10
Sonata Capital Group Inc 10
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 10
Eagle Wealth Strategies Llc 10
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 10
Nichols Asset Management LLC 10
Elkhorn Partners Limited Partnership 10
General Atlantic Llc 10
Cravens & Co Advisors, LLC 10
Parametric Market Neutral Portfolio 10
Hoertkorn Richard Charles 10
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 10
BW Gestao de Investimentos Ltda. 10
Covington Investment Advisors Inc. 10
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 10
Resource Management, LLC 10
Marotta Asset Management 10
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 10
Greystone Managed Investments Inc. 10
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 10
Keener Financial Planning LLC 10
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 10
Blue Fin Capital, Inc. 10
Security National Bank Of Sioux City Iowa /ia/ 10
Morgan Creek Global Equity Long/short Institutional Fund 10
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 10
Hudson Value Partners, LLC 10
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 10
Henderson Global Funds 10
Westbourne Investment Advisors, Inc. 10
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 10
Brooktree Capital Management 10
Fairhaven Wealth Management, LLC 10
Foresite Capital Fund III, L.P. 10
New Harbor Financial Group, LLC 10
Hcim Trust 10
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 10
Martin Investment Management, LLC 10
Lbmc Investment Advisors, Llc 10
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 10
Meyers Capital Investments Trust 10
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 10
One Wealth Management Investment & Advisory Services, LLC 10
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 10
Summit Financial Strategies, Inc. 10
Emerson Investment Management, Llc 10
One Fin Capital Management LP 10
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 10
Hsbc Advisor Funds Trust 10
SPX Equities Gestao de Recursos Ltda 10
Freedom Day Solutions, LLC 10
Mcdonald Capital Investors Inc/ca 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 10
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 10
Benchmark Financial Wealth Advisors, LLC 10
Taikang Asset Management (Hong Kong) Co Ltd 10
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 10
First Houston Capital, Inc. 10
Defiance ETFs, LLC 10
MorganRosel Wealth Management, LLC 10
Bigelow Investment Advisors, LLC 10
Stellar Capital Management, LLC 10
Lau Associates Llc 10
PMV Capital Advisers, LLC 10
LOM Asset Management Ltd 10
Leigh Baldwin & Co., Llc 10
Castlekeep Investment Advisors Llc 10
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 10
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 10
Soviero Asset Management, LP 10
Ion Asset Management Ltd. 10
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 10
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 10
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 10
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 10
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 10
Davidson Trust Co 10
Cura Wealth Advisors, Llc 10
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 10
Aire Advisors, Llc 10
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 10
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 10
Svb Financial Group 10
Minot DeBlois Advisors LLC 10
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 10
Baker Chad R 10
Wealthstream Advisors, Inc. 10
Joseph Group Capital Management 10
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 10
Measured Risk Portfolios, Inc. 10
Texas Bank & Trust Co 10
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 10
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 10
Saxon Interests, Inc. 10
NexPoint Credit Strategies Fund 10
Goldstream Capital Management Ltd 10
Chemistry Wealth Management LLC 10
Cottage Street Advisors LLC 10
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 10
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 10
Arjuna Capital 10
AllianzGI Artificial Intelligence & Technology Opportunities Fund 10
Pinnacle Wealth Management Group, Inc. 10
Uncommon Cents Investing LLC 10
City National Bank Of Florida /msd 10
Integrity Capital Management (HK) Ltd 10
Benson Wealth Management INC 10
Impact Capital Partners LLC 10
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 10
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 10
Ramiah Investment Group 10
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 10
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 10
Russell Clark Investment Management Ltd 10
Investment Advisory Group, LLC 10
Cliftonlarsonallen Wealth Advisors, Llc 10
Waypoint Capital Advisors, LLC 10
West Coast Financial LLC 10
Promus Capital, LLC 10
Credit Capital Investments LLC 10
Murphy, Middleton, Hinkle & Parker, Inc. 10
Pinney & Scofield, Inc. 10
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 10
Partners Capital Investment Group Llc 10
Cherry Creek Investment Advisors, Inc. 10
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 10
Tiger Eye Capital LLC 10
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 10
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 10
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 10
Eagle Strategies LLC 10
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 10
Forefront Wealth Management Inc. 10
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 10
Illumine Investment Management, LLC 10
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 10
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 10
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 10
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 10
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 10
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 10
OUP Management Co., LLC 10
BridgePort Financial Solutions, LLC 10
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 10
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 10
VLCCX - VALIC Co I - Large Cap Core Fund 10
Post Resch Tallon Group Inc. 10
Wambolt & Associates, LLC 10
Arbiter Partners Capital Management LLC 10
Sabadell Asset Management, S.A S.G.I.I.C 10
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 10
Abound Financial, Llc 10
Ocean Capital Management, LLC 10
Gardner Russo & Quinn Llc 10
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 10
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 10
Pimco Corporate & Income Strategy Fund 10
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 10
Sr One Capital Management, Lp 10
Vantage Investment Partners, LLC 10
Eagle Capital Management Llc 10
Bennicas & Associates, Inc. 10
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 10
Xxi Wealth, Llc 10
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 10
Tilt Investment Management Holdings, PBC 10
Johnson & Johnson Innovation - JJDC, Inc. 10
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A 10
Tradition Asset Management Llc 10
Qvr Llc 10
Fulcrum Capital LLC 10
Carleon Capital Partners LLC 10
Renaissance Capital LLC 10
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 10
Brown Miller Wealth Management, LLC 10
Philosophy Capital Management LLC 10
Chessman Wealth Strategies Ria 10
Keystone Wealth Services, LLC 10
Grace Brothers Management Llc 10
13D Management LLC 10
Clark Asset Management, LLC 10
Win Advisors, Inc 10
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 10
Louisbourg Investments Inc. 10
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 10
Horizon Wealth Management, LLC 10
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 10
Prudential Global Short Duration High Yield Fund, Inc. 10
Excelsior Advisor Network LLC 10
Astrantus Ltd 10
Hancock Whitney Investment Services Inc. 10
Comprehensive Financial Planning, Inc./PA 10
Mill Capital Management, LLC 10
Public Investment Fund 10
Avantra Family Wealth, Inc. 10
McLean Asset Management Corp 10
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 10
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 10
Caliber Wealth Management, LLC / KS 10
Teewinot Capital Advisers, L.L.C. 10
UBP Investment Advisors SA 10
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund 10
Bell & Brown Wealth Advisors, Llc 10
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 10
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 10
Eudaimonia Advisors Llc 10
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 10
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T 10
Independent Solutions Wealth Management, LLC 10
Ssa Swiss Advisors Ag 10
Guidance Capital, Inc 10
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 10
Unison Advisors LLC 10
Copley Financial Group, Inc. 10
Blackston Financial Advisory Group, LLC 10
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 10
Icapital Wealth Llc 10
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 10
Magnolia Wealth Management, LLC 10
Wbh Advisory Inc 10
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 9
Starboard Value LP 9
New Enterprise Associates 13 Lp 9
Eminence Capital, Lp 9
Indaba Capital Management, L.P. 9
Venrock Healthcare Capital Partners Lp 9
Sofinnova Venture Partners IX, L.P. 9
Berkshire Hathaway Inc 9
Rubric Capital Management, LLC 9
Blue Ridge Capital, L.L.C. 9
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 9
North Run Capital, Lp 9
Kopin Mitchell P 9
Beach Investment Management, LLC. 9
Disciplined Growth Investors Inc /mn 9
Barr E S & Co 9
Bryn Mawr Capital Management Inc 9
Neumeier Poma Investment Counsel Llc 9
Nottingham Advisors, Inc. 9
R.m.sincerbeaux Capital Management Llc 9
Fairpointe Capital LLC 9
Coho Partners, Ltd. 9
New Amsterdam Partners Llc/ny 9
Channing Capital Management, LLC 9
YA II PN, Ltd. 9
Afam Capital, Inc. 9
Northstar Investment Advisors Llc 9
RELIANCE TRUST Co 9
Seminole Management Co., Inc. 9
Richard C. Young & CO., LTD. 9
Van Strum & Towne Inc. 9
Boys Arnold & Co Inc 9
Mawer Investment Management Ltd. 9
Loudon Investment Management, LLC 9
Schwartz Investment Counsel Inc 9
Investment Partners, Ltd. 9
Smead Capital Management, Inc. 9
Sunflower Bank, Na Wealth Management 9
Bristol John W & Co Inc /ny/ 9
Hall Capital Management Co Inc 9
Thomaspartners, Inc. 9
ProQuest Associates IV LLC 9
Santa Barbara Asset Management, Llc 9
Sustainable Growth Advisers, LP 9
Sather Financial Group Inc 9
Valley Forge Asset Management, Llc 9
Taylor, Cottrill LLC 9
Veritas Asset Management LLP 9
Rench Wealth Management, Inc. 9
Hendley & Co Inc 9
Karpas Strategies, Llc 9
Pineno Levin & Ford Asset Management, Inc. 9
Investment Counselors Of Maryland Llc 9
Cortland Associates Inc/mo 9
Westchester Capital Management, Inc. 9
Financial Advisory Group 9
Lgt Capital Partners Ltd. 9
Jensen Investment Management Inc 9
Bourne Lent Asset Management Inc 9
Shelter Ins Retirement Plan 9
Smith, Graham & Co., Investment Advisors, LP 9
Sanders Capital, LLC 9
Adams Asset Advisors, LLC 9
Lynch & Associates/in 9
Train Babcock Advisors Llc 9
Wallington Asset Management, LLC 9
Cooperatieve Rabobank U.A. 9
Charles Stewart Mott Foundation 9
American Trust Investment Advisors, LLC 9
Messner & Smith Theme Value Investment Management Ltd /ca/ 9
Matterhorn Capital Management, LLC 9
Farmers Trust Co 9
Fcm Investments/tx 9
Lathrop Investment Management Corp 9
Stewart & Patten Co Llc 9
Three Peaks Capital Management, LLC 9
Vontobel Asset Management Inc 9
Carlson Capital Management 9
Renaissance Investment Group LLC 9
Think Investments LP 9
Miller Investment Management, LP 9
New England Professional Planning Group Inc. 9
Braver Wealth Management, LLC 9
Berkshire Money Management, Inc. 9
Weatherbie Capital, Llc 9
Professional Advisory Services Inc 9
Arbor Investment Advisors, LLC 9
Silver Lake Advisory, LLC 9
Realm Partners LLC 9
PCJ Investment Counsel Ltd. 9
Page Arthur B 9
Saiers Capital, LLC 9
Riverloft Capital Management L.P. 9
First Business Financial Services, Inc. 9
Foresite Capital Management I, LLC 9
Mendel Money Management 9
Tirschwell & Loewy Inc 9
Tiger Legatus Capital Management, LLC 9
venBio Global Strategic Fund II L.P. 9
Gagnon Advisors, LLC 9
Strid Group, LLC 9
Vontobel Swiss Wealth Advisors AG 9
Alta Fundamental Advisers LLC 9
Pt Asset Management, Llc 9
Leonetti & Associates, LLC 9
Folger Nolan Fleming Douglas Capital Management, Inc 9
ACK Asset Management LLC 9
Peoples Bank /oh 9
Asset Management Group, Inc. 9
Hawk Ridge Capital Management Lp 9
Scion Asset Management, LLC 9
Arrowgrass Capital Partners Llp 9
Yale University 9
Financial Strategy Network, LLC 9
Steamboat Capital Partners, LLC 9
Ulysses Management LLC 9
Montage Investments, Llc 9
Orbitronix, LP 9
Thrax Management, LLC 9
Jackson Park Capital, Llc 9
Avalon Global Asset Management LLC 9
TAM Capital Management Inc. 9
Shoker Investment Counsel, Inc. 9
Elefante Mark B 9
First Citizens Bancorporation Inc 9
Davidson Kempner Capital Management LLC 9
Wood Investment Counsel LLC 9
LaSalle Street Capital Management, LLC 9
MEMBERS Trust Co 9
Flagship Pioneering Inc. 9
PHH Investments, Ltd. 9
Elkhorn Investments, LLC 9
Access Financial Services, Inc. 9
Baltimore Capital Management, Inc 9
Johnson Financial Group, LLC 9
Matthew Goff Investment Advisor, LLC 9
Noked Capital LTD 9
Mubadala Investment Co PJSC 9
Cantor Fitzgerald Investment Adviser L.p. 9
Alpine Group Usvi, Llc 9
Ackerman Capital Advisors, LLC 9
Beaton Management Co. Inc. 9
Pinnacle Family Advisors, LLC 9
Bredin Investment Llc 9
Townsend & Associates, Inc 9
Huber Financial Advisors, Llc 9
Allied Investment Advisors, LLC 9
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 9
Invesco Dynamic Credit Opportunities Fund 9
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 9
Voya Emerging Markets High Dividend Equity Fund 9
Palmer Square Opportunistic Income Fund 9
Pimco High Income Fund 9
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 9
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 9
Nuveen Credit Opportunities 2022 Target Term Fund 9
Wildermuth Endowment Strategy Fund 9
Barings Global Short Duration High Yield Fund 9
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 9
Rivernorth Marketplace Lending Corp 9
Blackstone / Gso Senior Floating Rate Term Fund 9
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 9
Morgan Stanley India Investment Fund, Inc. 9
Templeton Global Opportunities Trust 9
Pimco Dynamic Credit & Mortgage Income Fund 9
John Hancock Collateral Trust - John Hancock Collateral Trust 9
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 9
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 9
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 9
Blackrock Enhanced Equity Dividend Trust 9
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 9
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 9
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 9
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R 9
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 9
Deutsche Value Series, Inc 9
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 9
Boston Income Portfolio - Boston Income Portfolio 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 9
Legg Mason Bw Global Income Opportunities Fund Inc. 9
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 9
Oppenheimer Global Opportunities Fund 9
Ivy High Income Opportunities Fund 9
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 9
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 9
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 9
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 9
Western Asset Variable Rate Strategic Fund Inc. 9
Dreyfus High Yield Strategies Fund 9
Nicollet Investment Management, Inc. 9
Retirement Income Solutions, Inc 9
Khp Capital, Llc 9
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 9
Oak Asset Management, LLC 9
Diamant Asset Management, Inc. 9
Fluent Financial, LLC 9
DiMeo Schneider & Associates, L.L.C. 9
Leonard Rickey Investment Advisors P.L.L.C. 9
Stony Point Wealth Management Inc. 9
Q3 Asset Management 9
Stokes Capital Advisors, LLC 9
Wells Trecaso Financial Group, LLC 9
Hartford Funds Management Co LLC 9
Planning Directions Inc 9
Blue Chip Wealth Management, Inc. 9
German American Bancorp, Inc. 9
Strategic Wealth Management Group, LLC 9
JFG Wealth Management, LLC 9
Black Diamond Financial, LLC 9
Noked Israel Ltd 9
Campbell Capital Management Inc 9
BT Wealth Management LLC 9
Peachtree Investment Partners, LLC 9
Pathlight Investors Llc 9
ERn Financial, LLC 9
Tls Advisors Llc 9
Financial Insights, Inc. 9
Doubleline Equity Funds 9
IFG Advisors, LLC 9
Gunderson Capital Management Inc. 9
Charles Schwab Trust Co 9
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 9
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 9
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 9
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 9
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 9
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 9
Jnl Series Trust - Jnl/s&p 4 Fund (a) 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 9
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 9
NOIGX - Northern Funds - Northern International Equity Fund 9
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 9
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 9
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 9
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 9
ADVANCED SERIES TRUST - AST Jennison Large-Cap Growth Portfolio 9
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 9
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 9
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 9
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 9
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 9
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 9
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 9
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 9
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 9
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 9
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 9
KURE - Krane Shares Trust - KraneShares MSCI All China Health Care Index ETF 9
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 9
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 9
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 9
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 9
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 9
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 9
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 9
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 9
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 9
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 9
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 9
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 9
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 9
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 9
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 9
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A 9
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 9
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 9
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 9
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 9
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 9
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 9
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 9
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 9
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 9
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 9
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 9
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 9
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 9
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 9
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 9
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 9
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 9
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 9
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 9
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 9
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 9
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 9
OEF - iSHARES TRUST - iShares S&P 100 ETF 9
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 9
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 9
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 9
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 9
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 9
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 9
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 9
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 9
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 9
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 9
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 9
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 9
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 9
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 9
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 9
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 9
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 9
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 9
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 9
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 9
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 9
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 9
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 9
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 9
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 9
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 9
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 9
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 9
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 9
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 9
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 9
Profunds - Profund Vp Europe 30 9
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 9
OHIO NATIONAL FUND INC - ON Bond Portfolio 9
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 9
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 9
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 9
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 9
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 9
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 9
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 9
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 9
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 9
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 9
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 9
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 9
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 9
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 9
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 9
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 9
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 9
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 9
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 9
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 9
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 9
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 9
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 9
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 9
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 9
CHIH - Global X Funds - Global X MSCI China Health Care ETF 9
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 9
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 9
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 9
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 9
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 9
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 9
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 9
UEPIX - Profunds - Europe 30 Profund Investor Class 9
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 9
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 9
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 9
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 9
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 9
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 9
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 9
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 9
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 9
First Citizens Financial Corp 9
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 9
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares 9
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 9
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 9
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 9
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 9
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 9
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 9
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 9
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 9
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 9
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 9
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 9
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 9
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 9
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 9
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 9
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 9
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 9
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 9
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 9
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 9
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A 9
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 9
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 9
STFGX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Growth Fund 9
VAMGX - VALIC Co II - Mid Cap Growth Fund 9
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 9
JIHDX - John Hancock Funds II - High Yield Fund Class 1 9
GMICX - GMO TRUST - GMO International Equity Fund Class II 9
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 9
MCHI - iSHARES TRUST - iShares MSCI China ETF 9
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 9
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 9
Provident Wealth Management, LLC 9
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 9
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 9
Platte River Wealth Advisors, LLC 9
Meadow Creek Wealth Advisors Llc 9
Royal Harbor Partners, LLC 9
Townsend Asset Management Corp /nc/ /adv 9
Dohj, Llc 9
20/20 Capital Management, Inc. 9
AMJ Financial Wealth Management 9
Greenspring Associates, LLC 9
Pathway Capital Management, Lp 9
Magnolia Capital Management Ltd 9
Mattern Capital Management, Llc 9
Detalus Advisors, LLC 9
CWS Financial Advisors, LLC 9
BEAM Asset Management, LLC 9
Fortis Capital Management LLC 9
Maltin Wealth Management, Inc. 9
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 9
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 9
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 9
Tandem Capital Management Corp /adv 9
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 9
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 9
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 9
Wealth Advisors of Iowa, LLC 9
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 9
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 9
Capital One Financial Corp 9
StrongBox Wealth, LLC 9
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 9
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 9
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 9
LKFIX - LKCM Funds - LKCM Fixed Income Fund 9
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 9
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 9
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 9
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 9
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 9
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 9
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 9
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 9
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 9
Sara-Bay Financial 9
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 9
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 9
Carl P. Sherr & Co., LLC 9
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 9
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 9
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 9
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 9
Winchester Group Inc. 9
Cazenove Capital Management Ltd 9
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 9
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 9
Fisher Funds Management LTD 9
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 9
Truadvice, LLC 9
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 9
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 9
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 9
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 9
TrueWealth Advisors, LLC 9
Legal Advantage Investments, Inc. 9
Falcon Wealth Planning 9
Western Financial Corporation 9
Stableford Capital Ii Llc 9
Bond & Devick Financial Network, Inc. 9
Avenue 1 Advisors, LLC 9
Lokken Investment Group LLC 9
Cohen Investment Advisors LLC 9
Allegiant Private Advisors, LLC 9
Financial Network Wealth Management LLC 9
Consultiva Wealth Management, Corp. 9
Constitution Capital LLC 9
Castellan Group, LLC 9
Trustees of Columbia University in the City of New York 9
Taddei, Ludwig & Associates, Inc. 9
Tabor Asset Management, LP 9
Williams Financial, LLC 9
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 9
Navis Wealth Advisors, LLC 9
Patron Partners Advisors, Llc 9
Harvest Volatility Management Llc 9
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 9
Campion Asset Management LLC 9
Wilkinson Global Asset Management LLC 9
One + One Wealth Management, Llc 9
Howard Capital Management Group, LLC 9
Hudson Portfolio Management LLC 9
Heartland Bank & Trust Co 9
Wescott Financial Advisory Group, LLC 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
Smith Anglin Financial, LLC 9
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 9
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 9
Boit C F David 9
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 9
FORH - ETF Opportunities Trust - Formidable ETF 9
JFWD - Jacob Funds Inc. - Jacob Forward ETF 9
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 9
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 9
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 9
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 9
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 9
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 9
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 9
Bromfield Sneider Wealth Advisors 9
Helen Stephens Group, LLC 9
Consilium Wealth Advisory, LLC 9
Leeward Financial Partners, LLC 9
Integral Investment Advisors, Inc. 9
Highview Capital Management LLC/DE/ 9
Sweet Financial Partners, LLC 9
Coulter & Justus Financial Services, LLC 9
BlackDiamond Wealth Management Inc. 9
Evolution Advisers, Inc. 9
NTB Financial Corp 9
Taika Capital, LP 9
Castle Financial & Retirement Planning Associates, Inc. 9
Manhattan West Asset Management, LLC 9
Trail Ridge Investment Advisors, LLC 9
Mmbg Investment Advisors Co. 9
Disciplined Equity Management, Inc. 9
Spinnaker Investment Group, LLC 9
Sendero Wealth Management, LLC 9
Eagle Rock Investment Company, Llc 9
Future Fund LLC 9
FirstPurpose Wealth LLC 9
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 9
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 9
Bill Few Associates, Inc. 9
apricus wealth, LLC 9
Mason & Associates Inc 9
Mayport, Llc 9
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 9
Solidarilty Wealth, LLC 9
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 9
Paragon Private Wealth Management, LLC 9
Sterling Investment Counsel, LLC 9
SS&H Financial Advisors, Inc. 9
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 9
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 9
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 9
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 9
Crown Wealth Group, LLC 9
Joule Financial, LLC 9
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 9
GDS Wealth Management 9
Altrius Capital Management Inc 9
W Advisors, Llc 9
Second Half Financial Partners, LLC 9
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 9
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 9
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 9
James J. Burns & Company, LLC 9
Mesirow Institutional Investment Management, Inc. 9
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 9
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 9
Schear Investment Advisers, LLC 9
Lodestar Private Asset Management Llc 9
B.O.S.S. Retirement Advisors, LLC 9
River Street Advisors LLC 9
Millington Financial Advisors, LLC 9
Keystone Investors Pte Ltd 9
Beacon Bridge Wealth Partners, LLC 9
Cora Capital Advisors Llc 9
Atlas Wealth LLC 9
Dover Advisors, Llc 9
Talbot Financial, LLC 9
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 9
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 9
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 9
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 9
Resolute Wealth Strategies, LLC 9
Pinnacle West Asset Management, Inc. 9
Brown Shipley& Co Ltd 9
Ruggaard & Associates LLC 9
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 9
Prairie Sky Financial Group LLC 9
Efg Capital International Corp. 9
Corundum Trust Company, INC 9
Armstrong, Fleming & Moore, Inc 9
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 9
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 9
Bedel Financial Consulting Inc 9
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 9
Morton Capital Management LLC/CA 9
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 9
DME Capital Management, LP 9
Trust Co of the South 9
Trueblood Wealth Management, LLC 9
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 9
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 9
Harbour Trust & Investment Management Co 9
Private Client Services, Llc 9
Sentry LLC 9
Wynn Capital, LLC 9
Breed's Hill Capital LLC 9
OMNI 360 Wealth, Inc. 9
NDVR, Inc. 9
Central Valley Advisors, Llc 9
Morton Community Bank 9
1858 Wealth Management, Llc 9
Christopher J. Hasenberg, Inc 9
Encompass More Asset Management 9
Systematic Portfolios LLC 9
Natixis ETF Trust - Natixis Gateway Quality Income ETF 9
VMAX - Lattice Strategies Trust - Hartford US Value ETF 9
Promethos Capital, LLC 9
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 9
Embree Financial Group 9
Umpqua Bank 9
Vista Investment Partners Llc 9
Income Insurance Ltd 9
Bright Futures Wealth Management, LLC. 9
Bdf-gestion 9
Sage Capital Management, LLC 9
CacheTech Inc. 9
Meridian Financial, LLC 9
William B. Walkup & Associates, Inc. 9
Custom Portfolio Group LLC 9
Merkkuri Wealth Advisors LLC 9
Convergence Financial, LLC 9
Goldstone Financial Group, LLC 9
Mainstream Capital Management LLC 9
Concord Asset Management, LLC/VA 9
MidAtlantic Capital Management, Inc. 9
Everstar Asset Management, LLC 9
Brophy Wealth Management, LLC 9
Legacy Wealth Management, LLC / MS 9
One Wealth Capital Management, Llc 9
Founders Grove Wealth Partners, Llc 9
Fiduciary Advisors, Inc. 9
Orca Capital AG 9
Siligmueller & Norvid Wealth Advisors LLC 9
Haven Private, LLC 9
Mountain Hill Investment Partners Corp. 9
Graney & King, LLC 9
Prudent Man Investment Management, Inc. 9
Conquis Financial Llc 9
Petros Family Wealth, LLC 9
Aspire Growth Partners LLC 9
BLI - Banque de Luxembourg Investments 9
Chapman Financial Group, Llc 9
Anderson Financial Strategies, LLC 9
Cache Advisors, LLC 9
10Elms LLP 9
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 9
Berkeley, Inc 9
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 9
Tableaux Llc 9
DSG Capital Advisors, LLC 9
AGH Wealth Advisors, LLC 9
Good Steward Wealth Advisors,LLC 9
Aspetuck Financial Management LLC 9
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 9
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 9
INVN - Alger ETF Trust - Alger Russell Innovation ETF 9
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 9
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 9
Family Legacy Financial Solutions, LLC 9
Harbor Asset Planning, Inc. 9
Evelyn Partners Investment Management (Europe) Ltd 9
Eleva Capital SAS 9
Westerkirk Capital Inc. 9
Schnieders Capital Management, Llc. 9
Manske Wealth Management 9
Munich Reinsurance Co Stock Corp in Munich 9
Greenfield Seitz Capital Management, LLC 9
Investment Research Partners LLC 9
Shrier Wealth Management, Llc 9
Dorato Capital Management 9
Quent Long Short Global Small Cap Fund, LP 9
Wealth Science Advisors LLC 9
Marble Wealth, LLC 9
Sfam, Llc 9
Focused Alpha, Llc 9
TritonPoint Partners, LLC 9
Cambient Family Office, Llc 9
Phillip James Consulting Co. 9
EJMK Ventures LLC 9
PeakShares LLC 9
Advisortrust Partners, Llc 9
Collaborative Fund Advisors, LLC 9
Flatrock Wealth Partners LLC 9
Clear Wave Wealth Management Llc 9
Kentucky Farm Bureau Mutual Insurance Co 9
Ares Systematic Credit Ltd 9
First Nebraska Trust Co 9
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 8
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 8
Paragon Capital Management Inc 8
Greater Midwest Financial Group, LLC 8
Davis Selected Advisers 8
Werba Rubin Papier Wealth Management 8
Heritage Oak Wealth Advisors Llc 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 8
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 8
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 8
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 8
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 8
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 8
TruWealth Advisors, LLC 8
Capital Investment Counsel, LLC 8
Kellett Schaffner Wealth Advisors LLC 8
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 8
Stillwater Capital Advisors, LLC 8
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 8
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 8
360 Financial, Inc. 8
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 8
North Fourth Asset Management, LP 8
Ilex Capital Partners (UK) LLP 8
Hummer Financial Advisory Services Inc 8
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 8
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 8
PCG Wealth Advisors, LLC 8
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 8
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 8
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 8
Generate Investment Management Ltd 8
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 8
Kings Path Partners LLC 8
Bonness Enterprises Inc 8
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 8
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 8
Elser Financial Planning, Inc 8
Claymore Exchange-traded Fund Trust 2 8
Davis Asset Management, L.P. 8
Sharp Financial Services, LLC 8
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A 8
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A 8
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 8
Bristol Myers Squibb Co 8
Virtus Family Office LLC 8
Stokes & Hubbell Capital Management, LLC 8
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 8
Luxor Capital Group, LP 8
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 8
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 8
Live Oak Investment Partners 8
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 8
P.R. Herzig & Co. Inc. 8
Laurel Grove Capital, LLC 8
Ctc Llc 8
S. R. Schill & Associates 8
CNUSX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group International Equity Fund Share class 8
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 8
TB Alternative Assets Ltd. 8
LTFAX - COLUMBIA ACORN TRUST - Columbia Acorn Select Class A 8
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 8
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard 8
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 8
Old Republic International Corp 8
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 8
Advanced Investment Partners, LLC 8
Woodburn R Robert Jr 8
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 8
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 8
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 8
Valtura Capital Partners LLC 8
Mosaic Financial Group, Llc 8
Ceredex Value Advisors LLC 8
Girard Securities, Inc. 8
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 8
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 8
Dnca Finance 8
Rockport Wealth LLC 8
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 8
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 8
Alpha Financial Partners, LLC 8
Employers Holdings, Inc. 8
Wealth Advisors of Tampa Bay, LLC 8
Jacobsen Capital Management 8
McQueen, Ball & Associates Inc. 8
Lincluden Management Ltd 8
Glass Wealth Management Co LLC 8
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 8
17 Capital Partners, Llc 8
SP Asset Management 8
Compass Capital Management, Inc 8
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 8
Rudd International, Inc. 8
DIVD - EA Series Trust - Altrius Global Dividend ETF 8
Drexel Morgan & Co. 8
George Kaiser Family Foundation 8
MGB Wealth Management, LLC 8
Massachusetts Wealth Management 8
Strategic Planning Group, Llc 8
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 8
REDW Wealth LLC 8
Granite Group Advisors, LLC 8
Next Level Private LLC 8
Holistic Planning, LLC 8
Cooke & Bieler Lp 8
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 8
Hokanson Associates, Inc. 8
Stelliam Investment Management, Lp 8
Napatree Capital Llc 8
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 8
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 8
United Fire Group Inc 8
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 8
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 8
Stonehill Capital Management Llc 8
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 8
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 8
Nan Shan Life Insurance Co., Ltd. 8
Aubrey Capital Management Ltd 8
Ballast, Inc. 8
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 8
Windsor Financial Group Llc 8
Deane Retirement Strategies, Inc. 8
Stenahm Asset Managment Ltd 8
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 8
Strata Wealth Advisors, LLC 8
Thompson Rubinstein Investment Management Inc /or/ 8
ABLE Financial Group, LLC 8
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 8
Border to Coast Pensions Partnership Ltd 8
Monetary Solutions, Ltd 8
Kahn Brothers Group Inc /de/ 8
First Fiduciary Investment Counsel, Inc. 8
Heron Financial Group, Llc 8
Eos Focused Equity Management, L.P. 8
Montrusco Bolton Investments Inc. 8
NSI Retail Advisors, LLC 8
Parkside Advisors LLC 8
Cadinha & Co Llc 8
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 8
Giovine Capital Group Llc 8
Prospect Financial Services LLC 8
Verus Financial Partners, Inc. 8
Eos Management, L.P. 8
Secured Retirement Advisors, Llc 8
Red Granite Advisors LLC 8
Keating Investment Counselors Inc 8
BARING ASSET MANAGEMENT Ltd 8
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 8
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 8
Financial & Investment Management Group Ltd 8
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 8
Sitrin Capital Management LLC 8
EisnerAmper Wealth Management Corporate Benefits, LLC 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
Ken Stern & Associates, Inc. 8
NCM Capital Advisers, Inc. 8
Midland Wealth Advisors Llc 8
Chou Associates Management Inc. 8
Birch Capital Management, LLC 8
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND 8
Aull & Monroe Investment Management Corp 8
Summit Asset Management, LLC 8
Wellington Wealth Strategies, LLC. 8
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 8
Clarus Ventures, LLC 8
Zega Financial, LLC 8
American Financial Advisors, LLC 8
Lakeridge Wealth Management LLC 8
Alley Co LLC 8
Veritas Investment Partners (UK) Ltd. 8
FOMO - Collaborative Investment Series Trust - FOMO ETF 8
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 8
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF 8
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 8
David J Yvars Group 8
Northstar Advisory Group, LLC 8
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 8
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 8
S.C. Financial Services, Inc. 8
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 8
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 8
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 8
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 8
Euclidean Capital LLC 8
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares 8
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares 8
Missouri Valley Partners, Inc. 8
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 8
Brinton Eaton, Llc 8
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 8
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 8
Chubb Corp 8
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 8
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 8
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 8
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 8
Delta Partners Llc 8
Third Avenue Management Llc 8
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 8
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 8
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 8
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 8
VCFVX - VALIC Co I - International Value Fund 8
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 8
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 8
India Fund Inc 8
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 8
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 8
Lountzis Asset Management, Llc 8
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 8
Endowment Wealth Management, Inc. 8
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 8
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 8
Salvus Wealth Management, LLC 8
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 8
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 8
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 8
Blackrock Enhanced Capital & Income Fund, Inc. 8
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 8
Himco Variable Insurance Trust 8
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 8
Blackrock Enhanced International Dividend Trust 8
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 8
Centurion Wealth Management LLC 8
Planning Alternatives Ltd /adv 8
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 8
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 8
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 8
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 8
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 8
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 8
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class 8
Opinicus Capital, Inc. 8
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 8
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 8
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 8
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 8
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 8
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 8
Q Global Advisors, LLC 8
VCIGX - VALIC Co I - Dividend Value Fund 8
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 8
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 8
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 8
OTPIX - Profunds - Nasdaq-100 Profund Investor Class 8
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 8
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 8
Wedgewood Investors Inc /pa/ 8
Boussard & Gavaudan Asset Management LP 8
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 8
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 8
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 8
Intrepid Family Office Llc 8
Cedar Capital, Llc 8
Madison Wealth Partners, Inc 8
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 8
Svenska Handelsbanken AB (publ) 8
VCTPX - VALIC Co I - Inflation Protected Fund 8
Sound Energy Partners, Inc. 8
Tactive Advisors, LLC 8
Argent Wealth Management LLC 8
Beacon Investment Advisors Llc 8
OHIO NATIONAL FUND INC - ON Foreign Portfolio 8
STAR Financial Bank 8
Delta Accumulation, LLC 8
Utc North American Fund, Inc. 8
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 8
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 8
Trinity Legacy Partners, LLC 8
RE Dickinson Investment Advisors, LLC 8
Berry Group, Llc 8
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 8
TKG Advisors, LLC 8
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 8
Portola Group Inc /ca 8
Roubaix Capital, LLC 8
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 8
Weik Capital Management 8
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 8
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 8
Whitefort Capital Management, LP 8
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 8
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 8
SAFFX - Capitol Series Trust - Hedeker Strategic Appreciation Fund Institutional Shares 8
Prossimo Advisors, LLC 8
Westwood Wealth Management 8
SFYF - Tidal ETF Trust - SoFi 50 ETF 8
Kaizen Financial Strategies 8
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 8
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 8
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 8
O'Shares Investment Advisers, LLC 8
Landmark Bank 8
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 8
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 8
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 8
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 8
Montgomery Investment Management Inc 8
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 8
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 8
Somerset Group LLC 8
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 8
Pitcairn Wealth Advisors LLC 8
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 8
New Enterprise Associates 12, Limited Partnership 8
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 8
440 Investment Group, Llc 8
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 8
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 8
Rede Wealth, LLC 8
Alchemi Wealth, LLC 8
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 8
Stamos Capital Partners, L.p. 8
Sunflower Bank, N.A. 8
Financial Advisors, LLC 8
IFC & Insurance Marketing, Inc. 8
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 8
ZPR Investment Management 8
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 8
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 8
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 8
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 8
Foundation Asset Management, LP 8
Morris Financial Concepts, Inc. 8
Signet Private Wealth LLC 8
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 8
Tiger Global Management Llc 8
Vantus Wealth LLC 8
COFG Advisors, LLC 8
Bain Capital Life Sciences Fund, L.P. 8
Zimmermann Investment Management & Planning Llc 8
Lcnb Corp 8
Morris Capital Advisors, LLC 8
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 8
WS Portfolio Advisory, LLC 8
Goodwin Daniel L 8
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 8
Swift Run Capital Management, LLC 8
ForthRight Wealth Management, LLC 8
Expressive Wealth LLC 8
Susquehanna Trust & Investment Co 8
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 8
Rhl Group, Llc 8
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 8
Roberts Capital Advisors, LLC 8
Millennium Capital Advisors, LLC 8
Lawood & Co 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 8
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 8
Legacy Edge Advisors, LLC 8
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 8
Freshford Capital Management, LLC 8
Guggenheim Credit Allocation Fund 8
Villere St Denis J & Co Llc 8
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 8
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 8
GUNN & Co INVESTMENT MANAGEMENT, INC. 8
Warren Street Wealth Advisors, LLC 8
Allen Mooney & Barnes Investment Advisors LLC 8
Brady Family Wealth, Llc 8
Tyrian Investments, L.P. 8
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 8
SP Asset Management LLC 8
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 8
Paragon Associates & Paragon Associates Ii Joint Venture 8
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 8
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 8
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 8
NEIRG Wealth Management, LLC 8
TOKE - Cambria ETF Trust - Cambria Cannabis ETF 8
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 8
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 8
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 8
Prince Street Capital Management LLC 8
Himension Fund 8
Julex Capital Management, Llc 8
Woodford Investment Management LLP 8
Lazard Freres Gestion S.A.S. 8
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 8
SymBiosis Capital Partners, LLC 8
Jacobson & Schmitt Advisors, Llc 8
Acadia Trust Na 8
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 8
Kepler Cheuvreux (Suisse) SA 8
Torrey Growth & Income Advisors 8
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 8
Select Equity Group, L.P. 8
S.E.E.D. Planning Group LLC 8
Stegent Equity Advisors, Inc. 8
Meadowbrook Advisors Group, LLC 8
Longer Investments Inc. 8
Element Wealth, LLC 8
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 8
Blalock Williams, Llc 8
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 8
Garnet Equity Capital Holdings, Inc. 8
Aventus Investment Advisors, Inc. 8
Pacific Wealth Strategies Group, Inc. 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 8
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 8
Vivid Financial Management, Inc. 8
Werlinich Asset Management, LLC 8
Armstrong Henry H Associates Inc 8
Growth Equity Opportunities Fund IV, LLC 8
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 8
Hedges Asset Management LLC 8
Purus Wealth Management, LLC 8
ABASX - AB TRUST - AB Discovery Value Fund Class A 8
Macnealy Hoover Investment Management Inc 8
Albert D Mason Inc 8
Bloom Tree Partners, Llc 8
DADIX - DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class 8
DEFN - Emles Trust - Emles Protective Allocation ETF 8
Sofinnova Venture Partners VIII, L.P. 8
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 8
Payden & Rygel Investment Group 8
Gould Asset Management Llc /ca/ 8
Cullen Investment Group, Ltd. 8
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares 8
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 8
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 8
JBJ Investment Partners, LLC 8
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 8
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares 8
Cohanzick Management, Llc 8
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 8
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 8
Millie Capital Management, Llc 8
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 8
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 8
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 8
NovaPoint Capital, LLC 8
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 8
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 8
Espalier Global Management LLC 8
Nautilus Advisors LLC 8
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 8
Epiq Partners, Llc 8
ORBA Wealth Advisors, L.L.C. 8
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 8
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 8
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF 8
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 8
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 8
Tannin Capital LLC 8
Acorn Bioventures, L.p. 8
Echo45 Advisors LLC 8
Professional Planning 8
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 8
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 8
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 8
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 8
Essex Woodlands Management, Inc. 8
VeraBank, N.A. 8
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 8
JMN Financial LLC 8
Riverbridge Partners Llc 8
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 8
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 8
Wills Financial Group, Inc. 8
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A 8
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 8
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 8
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 8
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 8
Schrum Private Wealth Management LLC 8
Trask Adam Roland 8
Sarver Vrooman Wealth Advisors 8
Security Financial Services, INC. 8
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 8
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 8
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 8
Patrick M Sweeney & Associates, Inc 8
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF 8
S Harris Financial Group, LLC 8
Birchcreek Wealth Management, LLC 8
Founders Capital Management, Llc 8
Twelve Points Wealth Management LLC 8
Oasis Advisors, LLC 8
Financial Solutions Advisory Group, Inc. 8
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 8
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 8
VCCAX - VALIC Co II - Capital Appreciation Fund 8
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 8
Ironvine Capital Partners, LLC 8
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 8
Alliance Wealth Advisors, LLC 8
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 8
Day & Ennis, LLC 8
Legacy Trust 8
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 8
Irenic Capital Management LP 8
Markel Corp 8
Opko Health, Inc. 8
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 8
Hall Private Wealth Advisors 8
Mattern Wealth Management LLC 8
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 8
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 8
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 8
Harrison & Co Wealth Management, LLC 8
PBFDX - FORUM FUNDS - Payson Total Return Fund 8
Elk River Wealth Management, LLC 8
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 8
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 8
Dudley Capital Management, Llc 8
ARCH Venture Fund VII, L.P. 8
Ithaka Group Llc 8
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 8
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 8
Alta Partners VIII, L.P. 8
LMG Wealth Partners, LLC 8
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 8
Covea Finance 8
LeConte Wealth Management, LLC 8
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 8
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 8
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 8
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 8
Investor Ab 8
Mak Capital One Llc 8
Toews Corp /adv 8
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 8
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 8
Objective Capital Management, LLC 8
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 8
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 8
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 8
Sandell Investment Services LLC 8
Mcintyre Freedman & Flynn Investment Advisers Inc 8
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 8
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 8
Ullmann Financial Group, Inc. 8
Cornerstone Planning, LLC 8
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 8
Neuberger Berman High Yield Strategies Fund Inc. 8
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 8
Narus Financial Partners, LLC 8
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 8
Nvest Financial, LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 8
Mayfair Advisory Group, LLC 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 8
PENN SERIES FUNDS INC - Quality Bond Fund 8
TPG Financial Advisors, LLC 8
Chancellor Financial Group WB LP 8
Econ Financial Services Corp 8
CBTG - Listed Funds Trust - Cabot Growth ETF 8
Shulman DeMeo Asset Management LLC 8
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 8
Hamilton Capital, LLC 8
Lighthouse Financial LLC 8
Cowen Financial Products LLC 8
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 8
MAS Advisors LLC 8
Arkin Moshe 8
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 8
Morningside Venture Investments Ltd 8
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 8
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 8
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 8
Hamilton Point Investment Advisors, LLC 8
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 8
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 8
Oppenheimer Discovery Mid Cap Growth Fund 8
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund 8
Smart Portfolios, LLC 8
Ionic Ventures, LLC 8
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 8
Stewardship Financial Advisors, LLC 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 8
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 8
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 8
Swaine & Leidel Wealth Services, Llc 8
Baer Investment Advisory LLC 8
ITEQ - ETF Managers Trust - BlueStar Israel Technology ETF 8
Cascade Investment Group, Inc. 8
Levy Wealth Management Group, LLC 8
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 8
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 8
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 8
American Assets Inc 8
IFC Advisors LLC 8
St. Clair Advisors, LLC 8
Highwater Wealth Management, LLC 8
Banque de Luxembourg S.A. 8
Connolly Sarah T. 8
Victrix Investment Advisors 8
Lockerman Financial Group, Inc. 8
Investor's Fiduciary Advisor Network, LLC 8
4wealth Advisors, Inc. 8
Hurlow Wealth Management Group, Inc. 8
Strive Asset Management, LLC 8
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 8
Bearing Point Capital, Llc 8
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 8
Redwood Financial Network Corp 8
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 8
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 8
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 8
Commons Capital, Llc 8
NFP Retirement, Inc. 8
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 8
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 8
Athena Investment Management 8
Johanson Financial Advisors, Inc. 8
Triton Wealth Management, PLLC 8
Grant Private Wealth Management Inc 8
Epstein & White Financial LLC 8
Windsor Group LTD 8
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 8
Moment Partners, LLC 8
CrossGen Wealth, LLC 8
Leonard Capital Management, Inc 8
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 8
Dickmeyer Boyce Financial Management, Inc. 8
PBMares Wealth Management LLC 8
Hutchens & Kramer Investment Management Group, LLC 8
PGVFX - FORUM FUNDS - Polaris Global Value Fund 8
Birchwood Financial Partners, Inc. 8
Amida Capital Management II, LLC 8
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 8
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 8
LETB - AdvisorShares Trust - AdvisorShares Let Bob AI Powered Momentum ETF 8
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 8
DecisionMap Wealth Management, LLC 8
Sutton Place Investors Llc 8
PENN SERIES FUNDS INC - Large Cap Value Fund 8
Tcw Alternative Funds 8
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 8
StrategIQ Financial Group, LLC 8
Amgen Inc 8
Elevatus Welath Management 8
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 8
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 8
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 8
TAMRO Capital Partners LLC 8
EJF Capital LLC 8
Littlejohn & Co Llc 8
Pavion Blue Capital, LLC 8
Home Federal Bank Of Tennessee 8
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 8
Unified Investment Management 8
EMG Holdings, L.P. 8
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 8
Gerald Baker Financial Group LLC 8
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 8
Fairview Capital Investment Management, Llc 8
Landmark Wealth Management, LLC 8
White Square Capital Llp 8
Purkiss Capital Advisors LLC 8
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 8
Foresite Capital Fund II, L.P. 8
First Trust Enhanced Equity Income Fund 8
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 8
Cairn Investment Group, Inc. 8
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 8
Reitz Capital Advisors LLC 8
POTX - Global X Funds - Global X Cannabis ETF 8
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 8
Compass Capital Corp /ma/ /adv 8
Atlas Legacy Advisors, LLC 8
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 8
MOKAN Wealth Management Inc. 8
Cion Ares Diversified Credit Fund 8
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 8
bLong Financial, LLC 8
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 8
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 8
Ategra Capital Management, LLC 8
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 8
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 8
Arcataur Capital Management LLC 8
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 8
BOSS - Global X Funds - Global X Founder-Run Companies ETF 8
Willow Street Advisors LLC 8
Ridgecrest Wealth Partners, Llc 8
Clarity Financial LLC 8
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 8
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 8
Goldentree Asset Management Lp 8
Bridgewater Wealth & Financial Management, LLC 8
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 8
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 8
Palisades Hudson Asset Management, L.P. 8
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 8
FWD - AB Active ETFs, Inc. - AB Disruptors ETF 8
Xai Octagon Floating Rate & Alternative Income Term Trust 8
Carlton Hofferkamp & Jenks Wealth Management, LLC 8
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 8
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 8
Advocate Group Llc 8
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 8
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 8
Lilley & Co 8
Z3 Capital Partners, LLC 8
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 8
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 8
Capstone Financial Group, Inc. 8
Berbice Capital Management LLC 8
Harbert Fund Advisors, Inc. 8
Greenfield Savings Bank 8
Tremblant Capital Group 8
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 8
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 8
Silver Point Capital L.P. 8
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 8
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 8
Feis Lawrence Michael 8
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 8
Front Barnett Associates Llc 8
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 8
Value Partners Investments Inc. 8
Grassi Investment Management Llc 8
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 8
American Beacon Advisors, Inc. 8
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 8
Beta Wealth Group, Inc. 8
Pratt Collard Advisory Partners LLC 8
Evolutionary Tree Capital Management, LLC 8
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 8
TOWER TRUST Co 8
Innova Wealth Partners 8
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 8
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 8
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 8
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 8
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 8
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 8
Mezzasalma Advisors, LLC 8
Avail Investment Partners, LLC 8
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 8
Barber Financial Group, Inc. 8
Dms Funds 8
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 8
Coastwise Capital Group, LLC 8
Johnson Bixby & Associates, LLC 8
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 8
EWJ - iShares, Inc. - iShares MSCI Japan ETF 8
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 8
Cascades Capital Asset Management, LLC 8
Promethium Advisors,llc 8
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 8
Mindset Wealth Management, Llc 8
Harbour Investment Management Llc 8
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 8
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 8
Horizons Wealth Management 8
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 8
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 8
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 8
Pinnacle Advisory Group, Inc. 8
PACIFIC SELECT FUND - Growth Portfolio Class I 8
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 8
Richmond Brothers, Inc. 8
Tandem Investment Advisors, Inc. 8
Canandaigua National Trust Co of Florida 8
Osprey Private Wealth LLC 8
Blake Schutter Theil Wealth Advisors, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 8
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 8
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 8
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 8
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 8
Old North State Wealth Management, LLC 8
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 8
INDA - iSHARES TRUST - iShares MSCI India ETF 8
Cambridge Advisors Inc. 8
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 8
Pantheon Investment Group, LLC 8
Kapstone Financial Advisors LLC 8
American Institute for Advanced Investment Management, LLP 8
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 8
Quadrature Capital LLP 7
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 7
Domani Wealth, LLC 7
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 7
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 7
Access Investment Management LLC 7
Kesler, Norman & Wride, LLC 7
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 7
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 7
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 7
Goepper Burkhardt LLC 7
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 7
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class 7
RiverGlades Family Offices LLC 7
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 7
KWB Wealth 7
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 7
Straight Path Wealth Management 7
Octavia Wealth Advisors, LLC 7
Lundbeckfond Invest A/S 7
9823 Capital, L.P. 7
Satter Management Co., L.p. 7
Index Fund Advisors, Inc. 7
AAFCPAs Wealth Management, LLC 7
Longitude (Cayman) Ltd. 7
AAFMAA Wealth Management & Trust LLC 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 7
Cfo Capital Management Llc 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 7
AMH Equity Ltd 7
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 7
Long Run Wealth Advisors, LLC 7
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 7
Petix & Botte Co 7
Agate Pass Investment Management, LLC 7
Bain Capital Life Sciences Fund II, L.P. 7
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 7
Tatro Capital, LLC 7
Acorn Creek Capital Llc 7
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 7
Tpg Gp A, Llc 7
Long Corridor Asset Management Ltd 7
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 7
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 7
Wilson, Kemp & Associates, Inc. 7
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 7
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7
Column Group LLC 7
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 7
Ignis Investment Services Ltd 7
Cloverfields Capital Group, Lp 7
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 7
American Fidelity Dual Strategy Fund Inc 7
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class 7
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 7
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 7
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 7
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 7
Peterson Wealth Management 7
Tulsa Wealth Advisors, INC 7
Red Wave Investments LLC 7
Wesleyan Assurance Society 7
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 7
Northern Financial Advisors Inc 7
Aurora Investment Managers, LLC. 7
BOCHK Asset Management Ltd 7
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS 7
NorthStar Asset Management LLC /NJ/ 7
Linden Capital L.P. 7
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 7
Tranquilli Financial Advisor LLC 7
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF 7
Legacy Wealth Advisors, LLC 7
Bickling Financial Services, Inc. 7
VELA Funds - VELA Small Cap Fund Class I 7
MN Wealth Advisors, LLC 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
Foresters Asset Management Inc. 7
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 7
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 7
United States Steel & Carnegie Pension Fund 7
Investment Advisory Services Inc /tx /adv 7
Lorne Steinberg Wealth Management Inc. 7
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 7
Calvert Impact Fund Inc 7
Heritage Way Advisors, LLC 7
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 7
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 7
PENN SERIES FUNDS INC - Large Growth Stock Fund 7
Oakview Capital Management, L.p. 7
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 7
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 7
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 7
Intrepid Capital Management Inc 7
South Shore Capital Advisors 7
Sofinnova Management VIII, L.L.C. 7
CMG Global Holdings, LLC 7
Loveless Wealth Management LLC 7
RA Capital Healthcare Fund LP 7
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 7
Permian Investment Partners, LP 7
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A 7
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 7
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 7
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 7
Madison Street Partners, LLC 7
First Bancorp, Inc /ME/ 7
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 7
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 7
Quantitative Value Technologies, Llc 7
Dumac, Inc. 7
PENN SERIES FUNDS INC - High Yield Bond Fund 7
Alphinity Investment Management Pty Ltd 7
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 7
Clark Financial Services Group Inc /bd 7
MBA Advisors LLC 7
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 7
Sands Capital Ventures, LLC 7
Independent Wealth Network Inc. 7
Union Square Park Capital Management, LLC 7
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 7
Isi Strategy Fund Inc 7
Brighthouse Funds Trust II - MFS Value Portfolio Class A 7
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 7
FARNX - FIDELITY CONCORD STREET TRUST - Fidelity Event Driven Opportunities Fund 7
Swisher Financial Concepts, Inc. 7
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 7
Amtrust Financial Services, Inc. 7
Mason Investment Advisory Services, Inc. 7
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 7
TRANSAMERICA FUNDS - Transamerica Total Return I2 7
Riverpoint Wealth Management Holdings, LLC 7
Legacy Wealth Partners, Inc. 7
AFS Financial Group, LLC 7
O'Keefe Stevens Advisory, Inc. 7
BigSur Wealth Management LLC 7
Threadgill Financial, Llc 7
Roberts Wealth Advisors, LLC 7
Concentric Wealth Management, Llc 7
Colton Groome Financial Advisors, Llc 7
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 7
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 7
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 7
Shakespeare Wealth Management, Inc. 7
Vector Wealth Management, Llc 7
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 7
Miller Capital Partners, Inc. 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 7
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 7
Iat Reinsurance Co Ltd. 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 7
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 7
Bay Rivers Group 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 7
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 7
Veritas Investment Management (UK) Ltd 7
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 7
Fortress Wealth Group, LLC 7
Platinum Management (NY) LLC 7
Motive Wealth Advisors 7
Boulder Wealth Advisors, LLC 7
Rothschild & Co Wealth Management UK Ltd 7
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A 7
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 7
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 7
PSY - ETF Series Solutions - Defiance Next Gen Altered Experience ETF 7
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 7
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 7
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 7
Oppenheimer Equity Fund 7
Nuveen Global Equity Income Fund 7
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia 7
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 7
Crescent Sterling, Ltd. 7
Radoff Bradley Louis 7
Patriot Wealth Management, Inc. 7
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 7
Retirement Financial Solutions, Llc 7
CFO4Life, L.P. 7
Stillwater Investment Management, LLC 7
Kuhn & Co Investment Counsel 7
Needelman Asset Management Inc 7
Orleans Capital Management Corp/la 7
Sterling Wealth Management, Inc. 7
Rosenbaum Jay D. 7
MITSUBISHI UFJ SECURITIES (USA), Inc. 7
Taylor Financial Group, Inc. 7
M. Kraus & Co 7
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF 7
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 7
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 7
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 7
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 7
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 7
Trustees of Princeton University 7
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 7
MMNCX - Miller Investment Trust - Miller Market Neutral Income Fund Class C 7
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 7
Vanguard Windsor Funds 7
Nepsis, Inc. 7
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 7
M3 Advisory Group, LLC 7
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 7
Atlas Principals, LLC 7
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 7
Eldridge Investment Advisors, Inc. 7
Rho Capital Partners Inc 7
Mainsail Asset Management, Llc 7
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 7
Successful Portfolios LLC 7
Nikulski Financial, Inc. 7
Kemper Corp Master Retirement Trust 7
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 7
Cutler Investment Counsel Llc 7
BHK Investment Advisors, LLC 7
Grand Jean Capital Management Inc 7
Boston Research & Management Inc 7
Invesco Qqq Trust, Series 1 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 7
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 7
Kerntke Otto McGlone Wealth Management Group 7
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 7
Guardian Asset Advisors, LLC 7
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 7
Saybrook Capital /nc 7
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 7
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 7
Passumpsic Savings Bank 7
Steadfast Advisors Lp 7
Moon Capital Management, LLC 7
Absolute Gestao de Investimentos Ltda. 7
Prairie Wealth Advisors, Inc. 7
AGF Investments America Inc. 7
Highland Global Allocation Fund 7
Bach Investment Advisors Ltd 7
Oxford Wealth Group, LLC 7
Morgan Creek Series Trust 7
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 7
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 7
Culbertson A N & Co Inc 7
Pacific Excel Wealth Advisors, Inc. 7
Monte Financial Group, LLC 7
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 7
Johnson & White Wealth Management, LLC 7
Arbor Trust Wealth Advisors, Llc 7
EAFG - Pacer Funds Trust - Pacer Developed Markets Cash Cows Growth Leaders ETF 7
Sentry Investments Corp. 7
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 7
Cornerstone Capital Management Llc 7
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF 7
Iszo Capital Lp 7
W.H. Cornerstone Investments Inc. 7
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 7
Garland Capital Management Inc 7
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 7
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 7
Quaker BioVentures II LP 7
Axim Planning & Wealth 7
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 7
Community Bank of Raymore 7
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 7
Correct Capital Wealth Management 7
Alecta Pensionsforsakring, Omsesidigt 7
Smith Thornton Advisors LLC 7
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 7
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 7
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 7
Marathon Asset Management Llp 7
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 7
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 7
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 7
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 7
Red Cedar Investment Management, Llc 7
Avenir Corp 7
Summit Wealth Partners, LLC 7
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 7
Western Asset Corporate Loan Fund Inc. 7
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 7
BlackRock ETF Trust II - BlackRock High Yield ETF 7
Aurora Financial Advisors, Llc 7
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 7
Code Waechter LLC 7
New Mountain Vantage Advisers, L.l.c. 7
Axecap Investments, LLC 7
Absher Wealth Management, Llc 7
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 7
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 7
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 7
Capital Investment Services of America, Inc. 7
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 7
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 7
Parkwoods Wealth Partners, LLC 7
Enclave Advisors LLC 7
Price Jennifer C. 7
Corbyn Investment Management Inc/md 7
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 7
SGL Investment Advisors, Inc. 7
NIXT - EA Series Trust - Research Affiliates Deletions ETF 7
LIVR - EA Series Trust - Intelligent Livermore ETF 7
FT Vest Total Return Income Fund: Series A2 7
FT Vest Hedged Equity Income Fund: Series A2 7
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 7
Plan Group Financial, LLC 7
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 7
Tudor Financial Inc. 7
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 7
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 7
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 7
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 7
Auour Investments LLC 7
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 7
Harvest Capital Strategies LLC 7
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 7
Alden Global Capital LLC 7
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 7
Pacific Sun Financial Corp 7
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity 7
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 7
GVO Asset Management Ltd 7
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity 7
GLR Partners, LLC 7
Roystone Capital Management LP 7
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 7
M.e. Allison & Co., Inc. 7
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 7
MFA Wealth Services 7
Sanford Advisory Services, LLC 7
Nexpoint Healthcare Opportunities Fund 7
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 7
BankPlus Wealth Management LLC 7
Stonehearth Capital Management, LLC 7
Investment Counsel Inc. 7
Cpwa, Llc 7
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 7
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF 7
Compass Efficient Model Portfolios, LLC 7
Bridge Creek Capital Management LLC 7
AEGON USA Investment Management, LLC 7
Peak Financial Management, Inc. 7
Vantage Point Financial LLC 7
Alken Asset Management Ltd. 7
Longboard Asset Management, LP 7
Venator Capital Management Ltd. 7
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 7
Pivotal bioVenture Partners Fund I, L.P. 7
National Rural Electric Cooperative Association 7
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 7
National Investment Services Inc /wi 7
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 7
Capital Investment Management, Inc. 7
High Falls Advisors, Inc 7
Daniel Devine & Co 7
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 7
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 7
BXM Wealth LLC 7
Raven Rock Capital Management, Llc 7
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7
TigerOak Management, L.L.C. 7
Elm Partners Management LLC 7
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund 7
Grandeur Peak Global Advisors, LLC 7
Matauro, Llc 7
Partners Wealth Management, Llc 7
Mkd Wealth Coaches, Llc 7
Finer Wealth Management, Inc. 7
Meridian Financial Partners LLC 7
Weather Gauge Advisory, LLC 7
SLT Holdings LLC 7
Vista Investment Partners Ii, Llc 7
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A 7
Landmark Financial Advisors, LLC 7
Sykon Capital Llc 7
Bmc Fund Inc 7
Crumly & Associates Inc. 7
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 7
Intellus Advisors LLC 7
TT International Asset Management LTD 7
Novartis Ag 7
Three Bays Capital Lp 7
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 7
SV Health Investors, LLC 7
St. James Investment Company, LLC 7
Texas Treasury Safekeeping Trust Co 7
Boyar Asset Management Inc. 7
Ayrshire Capital Management LLC 7
RFG - Bristol Wealth Advisors, LLC 7
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 7
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 7
Rahlfs Capital, Llc 7
Silicon Valley Community Foundation 7
Long Road Investment Counsel, LLC 7
Madison Wealth Management 7
Ares Dynamic Credit Allocation Fund, Inc. 7
Evanston Investments, Inc., dba Evanston Advisors 7
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 7
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 7
Bridge Generations Wealth Management Llc 7
Finward Bancorp 7
Lanham O'Dell & Company, Inc. 7
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 7
Slagle Financial, LLC 7
Stenger Family Office, LLC 7
Pettinga Financial Advisors, LLC 7
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 7
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 7
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 7
Spurstone Advisory Services, LLC 7
Burling Wealth Partners, Llc 7
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 7
Blue Capital, Inc. 7
Rebalance, Llc 7
KDT Advisors, LLC 7
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 7
Corbett Road Capital Management, Llc 7
Lionshead Wealth Management, LLC 7
Lakewood Capital Management, Lp 7
Triad Financial Advisors, Inc. 7
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 7
Insight Inv LLC 7
United Income, Inc. 7
Titus Wealth Management 7
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 7
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 7
Luts & Greenleigh Group, Inc 7
Pacific Point Advisors, LLC 7
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 7
Peak Retirement Planning, Inc. 7
Rice Partnership, LLC 7
Infinitum Asset Management, Llc 7
Legacy CG, LLC 7
FT Vest Total Return Income Fund: Series A3 7
FT Vest Hedged Equity Income Fund: Series A3 7
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 7
Navigation Group, LLC 7
Samsung Asset Management (New York), Inc. 7
Alliance Wealth Management Group 7
RTD Financial Advisors, Inc. 7
PW Nova Financial Services LLC 7
Lansdowne Partners (uk) Llp 7
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 7
Oak Hill Wealth Advisors, Llc 7
ATLANTIC INVESTMENT Co 7
TFR Capital, LLC. 7
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 7
SC CHINA HOLDING Ltd 7
Northstar Financial Companies, Inc. 7
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 7
Members Wealth Llc 7
Corrigan Financial, Inc. 7
CIBRA Capital Ltd 7
Breithorn Capital Management 7
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 7
Fairtree Asset Management (Pty) Ltd 7
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 7
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 7
Silvia Mccoll Wealth Management, Llc 7
XDNA - Kelly Strategic ETF Trust - Kelly CRISPR & Gene Editing Technology ETF 7
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 7
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 7
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 7
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 7
Corundum Group, Inc. 7
University of Wisconsin Foundation 7
Walsh & Associates, LLC 7
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 7
Kovitz Investment Group, LLC 7
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 7
Hansberger Growth Investors, Lp 7
Ramsay, Stattman, Vela & Price, Inc. 7
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class 7
Aletheian Wealth Advisors LLC 7
Guinness Asset Management LTD 7
MASGX - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia ESG Fund Investor Class Shares 7
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 7
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 7
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 7
Third Rock Ventures Lp 7
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A 7
Domain Partners VI, L.P. 7
Barnes Wealth Management Group, Inc 7
Wynnefield Capital Inc 7
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 7
KFA Private Wealth Group, LLC 7
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 7
Asset One Wealth Management LLC 7
Jd Capital Management Llc 7
Steinberg Asset Management Llc 7
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 7
Ellenbecker Investment Group 7
Avenue Income Credit Strategies Fund 7
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 7
FT Vest Total Return Income Fund: Series A4 7
FT Vest Hedged Equity Income Fund: Series A4 7
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 7
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 7
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 7
Key Bridge Compliance, LLC 7
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 7
Cooper Creek Partners Management Llc 7
Charles Schwab Investment Advisory, Inc. 7
Claris Financial LLC 7
Borer Denton & Associates, Inc. 7
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 7
Bbjs Financial Advisors, Llc 7
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 7
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 7
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 7
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 7
PDFDX - World Funds Trust - Perkins Discovery Fund Investor 7
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares 7
TMB Capital Partners, LLC 7
Lakeside Advisors, INC. 7
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 7
Kirr Marbach & Co Llc /in/ 7
Vantage Financial Partners, LLC 7
Domain Partners VIII, L.P. 7
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 7
HORAN Wealth, LLC 7
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 7
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 7
Towerview Llc 7
Vienna Asset Management LLC 7
RUFF - ETF Opportunities Trust - Alpha Dog ETF 7
Letson Investment Management, Inc. 7
Domain Parters Vii L P 7
Builder Investment Group Inc /adv 7
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 7
Magellan Asset Management Ltd 7
Iams Wealth Management, Llc 7
North Dallas Bank & Trust Co 7
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 7
Blackstone / Gso Floating Rate Enhanced Income Fund 7
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 7
New Enterprise Associates 14, L.P. 7
Owen LaRue, LLC 7
FT Vest Hedged Equity Income Fund: Series B1 7
FT Vest Total Return Income Fund: Series B1 7
First Farmers & Merchants Bank / Trust 7
Osher Van de Voorde Investment Management 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 7
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 7
Cambridge Financial Group, LLC 7
EDBI Pte Ltd 7
Compass Financial Advisors Llc 7
Mount Vernon Associates Inc /md/ 7
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 7
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 7
Thematics Asset Management 7
Trustco Bank Corp N Y 7
Element Squared LLC 7
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 7
Sonoma Allocations LLC 7
Emergent Wealth Advisors, LLC 7
WJ Financial Advisors LLC 7
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 7
Integrity Advisory Solutions, LLC 7
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 7
Danica Pension, Livsforsikringsaktieselskab 7
Worth Financial Advisory Group, LLC 7
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 7
Sherman Porfolios, Llc 7
Exchange Bank 7
Shelter Ins Profit Sharing 7
Granite Harbor Advisors, Inc. 7
Daytona Street Capital LLC 7
Cane Capital Partners, LLC 7
Guggenheim Taxable Municipal Managed Duration Trust 7
BSN Capital Partners Ltd 7
APCM Wealth Management for Individuals 7
Foresight Global Investors, Inc. 7
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 7
Adelphi Trust Co 7
J.M. Arbour, LLC 7
Dalton Investments LLC 7
Viawealth, Llc 7
Soros Capital Management Llc 7
Directional Asset Management 7
Incline Global Management LLC 7
Syntegra Private Wealth Group, LLC 7
Unified Trust Company, N.A. 7
Investment Partners Asset Management, Inc. 7
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 7
Ponta Wealth Partners, LLC 7
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 7
NCM Capital Management, LLC 7
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 7
Svennilson Peter 7
Atlas Venture Fund X, L.P. 7
TrustBank 7
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 7
Eurizon SLJ Capital Ltd 7
Cooperman Leon G 7
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 7
Park Edge Advisors, LLC 7
Managed Asset Portfolios, Llc 7
Act Two Investors Llc 7
Watershed Private Wealth Llc 7
Asset Advisory Group, Inc. 7
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 7
Hall Kathryn A. 7
Newday Solutions, Llc 7
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 7
One River Asset Management, LLC 7
BankChampaign, National Association 7
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF 7
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 7
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 7
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 7
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ 7
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 7
Wood Asset Management Inc 7
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 7
Smart Money Group LLC 7
QLD - PROSHARES TRUST - ProShares Ultra QQQ 7
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class 7
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 7
Financial Partners Group, LLC 7
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 7
Towerpoint Wealth, LLC 7
Polaris Venture Partners V, L.P. 7
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 7
Claar Advisors LLC 7
H. L. Ormond & Company, LLC 7
Pluribus Labs, LLC 7
Financial Partners Group, Inc 7
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 7
Profunds - Profund Vp Nasdaq-100 7
Wiregrass Investment Management Llc 7
ULTRA SERIES FUND - Large Cap Value Fund Class I 7
Profunds - Profund Vp Ultranasdaq-100 7
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 7
Members Capital Advisors Inc 7
Polaris Venture Management Co. V, L.L.C. 7
SMRI - EA Series Trust - Bushido Capital US Equity ETF 7
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 7
Blue Zone Wealth Advisors, LLC 7
Paragon Financial Partners, Inc. 7
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 7
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 7
Cinque Partners Llc 7
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 7
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 7
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 7
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 7
Flagship Ventures 2007 General Partner LLC 7
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 7
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 7
Financial & Tax Architects, LLC 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 7
Marion Wealth Management 7
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 7
Anchorage Capital Group, L.L.C. 7
SSPGX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Premier Growth Equity Fund Investment Class 7
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 7
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 7
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 7
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio 7
Locust Wood Capital Advisers, LLC 7
626 Financial, LLC 7
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 7
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 7
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 7
Tanager Wealth Management LLP 7
Bell Asset Management Ltd 7
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 7
Wulff, Hansen & Co. 7
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 7
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 7
La Financiere De L'echiquier 7
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 7
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 7
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 7
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 7
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 7
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 7
VCNIX - VALIC Co I - Nasdaq-100 Index Fund 7
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 7
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares 7
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 7
Rockline Wealth Management, LLC 7
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 7
Invera Wealth Advisors, LLC 7
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 7
Putnam Funds Trust - Putnam Capital Spectrum Fund Class A 7
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 7
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 7
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 7
Blackrock 2022 Global Income Opportunity Trust 7
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 7
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 7
Silverberg Bernstein Capital Management LLC 7
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 7
CISGX - Touchstone Institutional Funds Trust - Touchstone Sands Capital Institutional Growth Fund 7
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 7
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 7
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares 7
MKT Advisors LLC 7
Precedent Wealth Partners, Llc 7
Northstar Asset Management Inc 7
Cedrus LLC 7
VCSTX - VALIC Co I - Science & Technology Fund 7
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 7
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 7
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 7
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 7
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 7
Axiom Advisory, LLC 7
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 7
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund 7
LOMMX - CGM TRUST - CGM Mutual Fund 7
Laraway Financial Inc 7
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 7
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio 7
Pinnacle Financial Group, LLC / IL 7
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 7
Jnl Strategic Income Fund Llc 7
Baskin Financial Services Inc. 7
Arvest Investments, Inc. 7
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares 7
Trevor Stewart Burton & Jacobsen Inc 7
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 7
Maripau Wealth Management Llc 7
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 7
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 7
Rex Capital Advisors, LLC 7
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 7
Guardian Investment Management 7
Capital Management Associates, Inc 7
GETCO Holding Company, LLC 7
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 7
Nebula Capital Management, LP 7
Telemus Investment Management, LLC 7
Cook Wealth Management Group Llc 7
TSG Advice Partners, LLC 7
Flynn Zito Capital Management, Llc 7
Intrinsic Value Partners, LLC 7
Barnes Pettey Financial Advisors, Llc 7
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 7
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 7
Aviva Holdings Ltd. 7
Trees Investment Counsel Llc 7
Pimco Strategic Income Fund, Inc 7
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 7
IOO - iSHARES TRUST - iShares Global 100 ETF 7
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 7
Gator Capital Management, LLC 7
Abeille Asset Management Sa 7
Core Bond Portfolio - Core Bond Portfolio 7
IEV - iSHARES TRUST - iShares Europe ETF 7
Nolet Wealth Management, LLC 7
Oppenheimer Main Street Mid Cap Fund 7
VIRS - Pacer Funds Trust - Pacer BioThreat Strategy ETF 7
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 7
Benedict Financial Advisors Inc 7
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 7
Priebe Wealth Holdings LLC 7
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 7
Global Alpha Capital Management Ltd. 7
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 7
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 7
Leverty Financial Group, LLC 7
Presilium Private Wealth, Llc 7
J. Derek Lewis & Associates Inc. 7
Riverview Capital Advisers, LLC 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 7
Enhancing Capital LLC 7
Ranger International Management, LP 7
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 7
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 7
HOVLX - HOMESTEAD FUNDS INC - Value Fund 7
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 7
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 7
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A 7
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 7
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class 7
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 7
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H 7
Paul Damon & Associates, Inc. 7
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 7
Invesco Exchange Fund - INVESCO EXCHANGE FUND 7
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 7
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 7
Garcia Hamilton & Associates Lp/de 7
Keb Asset Management, Llc 7
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 7
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 7
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 7
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 7
HTLF Bank 7
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A 7
Jnl Series Trust - Jnl/crescent High Income Fund (a) 7
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 7
Vida Ventures Advisors, LLC 7
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 7
Dividend Builder Portfolio 7
Argonaut Capital Management Corp 7
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 7
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 7
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 7
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 7
Gimbal Financial 7
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 7
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 7
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 7
Petredis Investment Advisors Llc 7
Fs Multi-alternative Income Fund 7
Aisling Capital Iii Lp 7
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF 7
Sarasin & Partners LLP 7
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 7
Voya Asia Pacific High Dividend Equity Income Fund 7
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 7
Ml & R Wealth Management Llc 7
Altegris Advisors, L.l.c. 7
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 7
Blodgett Wealth Advisors, Llc 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
Andina Capital Management, LLC 7
Lynch Asset Management, Inc. 7
Centennial Wealth Advisory LLC 7
Oppenheimer Capital Appreciation Fund 7
Arlington Financial Advisors, LLC 7
Harbor Advisory Corp /ma/ 7
Retirement Design & Management Inc /adv 7
Keene & Associates, Inc. 7
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock 7
Francis Financial, Inc. 7
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 7
KEMPER Corp 7
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 7
Dash Acquisitions Inc. 7
Ascension Asset Management LLC 7
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 7
Del-Sette Capital Management, LLC 7
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 7
Numina Capital Management, LLC 6
Greenwoods Asset Management Ltd 6
Eastover Investment Advisors LLC 6
Shum Financial Group, Inc. 6
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 6
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 6
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 6
Cove Street Capital, LLC 6
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 6
Multi-strategy Growth & Income Fund 6
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 6
J.E. Simmons & Co., P.C. 6
Aip Series Trust 6
VAUGHAN & Co SECURITIES, INC. 6
Colter Lewis Investment Partners LLC 6
Rezny Wealth Management, Inc. 6
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 6
GEM Asset Management, LLC 6
CHGX - EA Series Trust - Stance Sustainable Beta ETF 6
Shayne & Co., Llc 6
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 6
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 6
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 6
JHGEX - John Hancock Funds II - Global Equity Fund Class A 6
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 6
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 6
Momentum Advisors, LLC 6
Kirk Randal J 6
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 6
Front Street Capital Management, Inc. 6
Baugh & Associates, LLC 6
Sylvest Advisors, LLC 6
Portfolio Resources Advisor Group, Inc. 6
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class 6
Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) 6
WJ Interests, LLC 6
Financial Symmetry Inc 6
Client 1st Advisory Group, Llc 6
Trust Co of Kansas 6
Tortuga Wealth Management, Inc 6
Regis Management CO LLC 6
IPL Advisers, LLC 6
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 6
James Reed Financial Services, Inc. 6
Schwarz Dygos Wheeler Investment Advisors Llc 6
Stillwater Wealth Management Group 6
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 6
Tounjian Advisory Partners, Llc 6
Darrell & King Llc 6
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 6
CJM Wealth Advisers, Ltd. 6
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 6
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 6
AM Squared Ltd 6
Theory Financial Llc 6
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 6
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 6
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 6
Fidelity D & D Bancorp Inc 6
Opes Wealth Management LLC 6
Vantis Investment Advisers L.P. 6
August Group Capital Ltd 6
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 6
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IA 6
DRIPX - MP63 FUND INC - MP63 Fund 6
Ice Pond Lane Advisers, LLC 6
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 6
Barings Corporate Investors 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 6
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 6
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 6
Kleinwort Benson Investors Dublin Ltd 6
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 6
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 6
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 6
Source Financial Advisors LLC 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 6
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 6
Yukon Wealth Management, Inc. 6
Wealthspan Partners, Llc 6
Resolute Financial, Llc 6
Capstone Wealth Management Group, Llc 6
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 6
Wedgewood Partners Inc 6
Icm Asset Management Inc/wa 6
Winning Points Advisors, LLC 6
Sentinel Pension Advisors Inc 6
Independent Family Office, LLC 6
BISIX - Blackrock Funds - Blackrock International Dividend Fund Institutional 6
Wela Strategies, Inc. 6
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 6
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A) 6
Parkway Wealth Management Group, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 6
Cherrydale Wealth Management, Llc 6
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 6
Sovereign Investment Advisors, LLC 6
WorthPointe, LLC 6
Stack Financial Management, Inc 6
WT Wealth Management 6
Bullseye Asset Management LLC 6
Connecticut Capital Management Group, LLC 6
Rollins Financial 6
Lee Capital Holdings LLC 6
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 6
Ascendant Capital Management, LLC 6
Accipiter Capital Management, Llc 6
Metropolitan Capital Advisors Inc 6
Inlight Wealth Management, LLC 6
Ted Buchan & Co 6
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 6
Mizuho Financial Group Inc 6
Churchill Financial Advisors, LLC 6
Invus Public Equities, L.P. 6
Anb Bank 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 6
Mirabaud & Cie SA 6
Life Cycle Investment Partners Ltd 6
Progressive Investment Management Corp 6
Pathfinder Wealth Consulting, Inc. 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 6
Fund Evaluation Group, LLC 6
Pacific Capital Partners Ltd 6
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 6
Northbridge Financial Group, Llc 6
Stronghold Wealth Management L.L.C. 6
Summit Creek Advisors LLC 6
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 6
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 6
Funicular Funds, LP 6
Stone Point Wealth LLC 6
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 6
Holowesko Partners Ltd. 6
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 6
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 6
Keystone Financial Group, Inc. 6
Papamarkou Wellner Asset Management inc. 6
Harbor Group, Inc. 6
OneAscent Investment Solutions LLC 6
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 6
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 6
New Vernon Investment Management Llc 6
Divergent Planning, LLC 6
Cauble & Harre Wealth Management, Inc. 6
Thayer Partners, LLC / MA 6
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 6
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A 6
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 6
Valiant Capital Management, L.P. 6
AIHC Capital Management Ltd 6
Dean Capital Management 6
4J Wealth Management LLC 6
Rayburn West Financial Services LLC 6
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 6
Fintrust Investment Advisory Services, Llc 6
PGIM Short Duration High Yield Opportunities Fund 6
Spectrum Financial Alliance Ltd LLC 6
Englebert Financial Advisers, LLC 6
IvyRock Asset Management (HK) Ltd 6
Scotia Asset Management L.P. 6
Compass Financial Services Inc 6
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 6
Appaloosa Lp 6
Covalis Capital Llp 6
Elevate Capital Advisors, LLC 6
American Economic Planning Group Inc /adv 6
MDE Group 6
Christine Messmer Pc 6
DFA INVESTMENT TRUST CO - The Canadian Small Company Series 6
Cohen & Steers Capital Management Inc 6
Fulcrum Wealth Advisors, Llc 6
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 6
B, B, H, & B Inc. 6
Friedberg Investment Management 6
ETF Store, Inc. 6
Mendel Capital Management LLC 6
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 6
Eagle Wealth Advisors LLC 6
Saddle Road Partners, LLC 6
Oakwood Capital Management Llc/ca 6
Needham Investment Management Llc 6
Ascension Capital Advisors, Inc. 6
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 6
RiverVest Venture Management LLC 6
Northern Right Capital Management, L.P. 6
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 6
North Ridge Wealth Advisors, Inc. 6
Pimco Global Stocksplus & Income Fund 6
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 6
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 6
Sc Us (ttgp), Ltd. 6
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 6
Adamsbrown Wealth Consultants Llc 6
Arrow Capital Management, LLC 6
Dalton Greiner Hartman Maher & Co 6
Collaborative Wealth Managment Inc. 6
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 6
Selkirk Management LLC 6
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 6
BlueChip Wealth Advisors LLC 6
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 6
BCIIX - Brown Capital Management Mutual Funds - The Brown Capital Management International Equity Fund Investor Shares 6
Crusonia Wealth Advisors LLC 6
ID Management A/S 6
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 6
Arch Venture Fund Vi Lp 6
Cardinal Strategic Wealth Guidance 6
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 6
Conrad Siegel Investment Advisors, Inc. 6
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 6
One Day In July LLC 6
JM2 Capital Inc. 6
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 6
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 6
Walden Wealth Partners Llc 6
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 6
Davis-rea Ltd. 6
FGKPX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Low Volatility Index Fund 6
European Equity Fund, Inc / Md 6
BAFHX - Brown Advisory Funds - Brown Advisory - WMC Strategic European Equity Fund Institutional Shares 6
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 6
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 6
G2 Investment Partners Management LLC 6
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y 6
Mh & Associates Securities Management Corp /adv 6
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 6
Meru Capital Group, LP 6
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 6
Jefferson Bridge Capital, LLC 6
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 6
Aft, Forsyth & Sober, LLC 6
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 6
ASL Financial, LLC 6
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 6
Guinness Atkinson Asset Management Inc 6
Delta Global Management LP 6
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 6
Interactive Financial Advisors 6
NSB Advisors LLC 6
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 6
Firefly Value Partners, LP 6
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 6
SG Capital Management LLC 6
Atlas Venture Fund XI, L.P. 6
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 6
Columbia Pacific Advisors, LLC 6
Trinity Financial Advisors LLC 6
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 6
RMR Capital Management, LLC 6
Del Mar Asset Management, LP 6
First International Bank & Trust 6
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 6
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 6
Orographic Financial Advisors, LLC 6
Bluesphere Advisors, LLC 6
Prosperitas Financial LLC 6
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 6
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 6
Baring International Investment Ltd 6
Raptor Capital Management Lp 6
AFADX - World Funds Trust - Applied Finance Dividend Fund Investor Class 6
OrbiMed Israel BioFund GP Limited Partnership 6
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 6
Vance Wealth, Inc. 6
Montz Harcus Wealth Management LLC 6
Midway Capital Research & Management 6
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
Betterment LLC 6
Requisite Energy Fund I Lp 6
Pring Turner Capital Group Inc 6
Aufman Associates Inc 6
Maxele Advisors, LLC 6
MML SERIES INVESTMENT FUND - MML Global Fund Class I 6
Occam Crest Management LP 6
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 6
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 6
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 6
RIVSX - Oak Associates Funds - River Oak Discovery Fund 6
Nabity-Jensen Investment Management Inc 6
Traverso Chambers Private Wealth Management, LLC 6
SBK Financial, Inc. 6
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 6
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares 6
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 6
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 6
American Wealth Advisors, LLC 6
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 6
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 6
Paradigm Capital Management, LLC/NV 6
Apollon Financial, LLC 6
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 6
SIMA Wealth Partners, LLC 6
Lloyd Park, LLC 6
Financial Council Asset Management Inc 6
Centerpoint Advisory Group 6
Disciplina Capital Management LLC 6
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 6
Consolidated Investment Group LLC 6
BFRNX - Advisors' Inner Circle Fund III - BARROW HANLEY FLOATING RATE FUND I Shares 6
Rs Crum Inc. 6
Plan A Wealth LLC 6
Hardin Capital Partners, LLC 6
Reik & Co., Llc 6
Pinnacle Wealth Management, LLC 6
NewFocus Financial Group, LLC 6
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 6
Arkfeld Wealth Strategies, L.L.C. 6
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 6
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 6
Invested Advisors 6
Trellis Advisors, LLC 6
Pembroke Management, LTD 6
Maj Invest Holding A/S 6
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 6
Allen Wealth Management, Llc 6
Hitchwood Capital Management LP 6
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 6
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 6
jvl associates llc 6
Titan Wealth (CI) Ltd 6
Hixon Zuercher, LLC 6
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 6
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 6
Sonoma Private Wealth LLC 6
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 6
Brian Low Financial Group, Llc 6
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 6
Strait & Sound Wealth Management LLC 6
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF 6
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 6
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 6
Seaport Global Asset Management Llc 6
Van Diest Capital, LLC 6
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 6
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF 6
Lazar David E. 6
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 6
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 6
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 6
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 6
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 6
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 6
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 6
Junson Asset Management (Hong Kong) Ltd 6
New Leaf Ventures III, L.P. 6
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 6
Bluepoint Investment Series Trust 6
Compton Wealth Advisory Group, LLC 6
Financial Harvest, LLC 6
ANTUX - American Century World Mutual Funds Inc - Non-u.s. Intrinsic Value Fund Investor Class 6
Cottonwood Capital Advisors, Llc 6
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 6
Swarthmore Group Inc 6
Mayo Clinic 6
3i, LP 6
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 6
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 6
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 6
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 6
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 6
Blue Edge Capital, LLC 6
Argyle Capital Partners, LLC 6
GatePass Capital, LLC 6
Bank Of Edwardsville 6
Sagard Holdings Management Inc. 6
A3 Alternative Credit Fund 6
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 6
BCS Private Wealth Management, Inc. 6
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 6
Curian Series Trust 6
St. Louis Financial Planners Asset Management, LLC 6
Central Asset Investments & Management Holdings (HK) Ltd 6
Rainey & Randall Investment Management Inc. 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 6
Putnam ETF Trust - Putnam ESG High Yield ETF - 6
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 6
DKRT Investments Corp. 6
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 6
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 6
Wellington Capital Management, Inc. 6
Investment Management Trust, LLC 6
Samjo Capital LLC 6
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 6
Horizon Funds - Centre American Select Equity Fund Investor Class 6
Coastlands Capital LP 6
Elevation Series Trust - RiverNorth Patriot ETF 6
Burton Enright Welch 6
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 6
Verum Partners LLC 6
WealthPoint Financial, LLC 6
Financial Consulate Inc. 6
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares 6
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 6
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 6
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 6
ROE - EA Series Trust - Astoria US Quality Kings ETF 6
Renaissance Investment Consultants Holding Company, Llc 6
MWA Asset Management 6
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 6
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 6
Gray Wealth Management Inc. 6
Saxony Capital Management, LLC 6
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 6
North Growth Management Ltd. 6
Alden Global Capital Ltd 6
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 6
My Portfolio Guide, LLC 6
Robinson Smith Wealth Advisors Llc 6
Taylor Asset Management Inc 6
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 6
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 6
Pine Haven Investment Counsel, Inc 6
Voya International High Dividend Equity Income Fund 6
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 6
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 6
Williamson Legacy Group, LLC 6
Putnam ETF Trust - Putnam ESG Core Bond ETF - 6
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 6
DMKC Advisory Services, LLC 6
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF 6
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 6
Aspen Wealth Strategies, LLC 6
ESG Planning 6
Destrier Capital Management Llc 6
CGMFX - CGM TRUST - CGM Focus Fund 6
Hudson Canyon Capital Management 6
Greytown Advisors Inc. 6
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 6
Veritas Investment Management LLP 6
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 6
Rheos Capital Works Inc. 6
Canoe Financial LP 6
Otter Creek Advisors, LLC 6
Biltmore Wealth Management, LLC 6
Bcm Advisors, Llc 6
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 6
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 6
Winslow Asset Management Inc 6
Semus Wealth Partners LLC 6
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 6
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 6
Barton Investment Management 6
Eley Financial Management, Inc 6
Ring Mountain Capital, LLC 6
Orchard Capital Managment, LLC 6
FBR & Co. 6
Madson Wealth Advisors Inc 6
TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z 6
Fortune Financial Advisors, LLC 6
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 6
Minerva Advisors LLC 6
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 6
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 6
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I 6
Altus Wealth Management, LLC 6
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 6
Unique Wealth, Llc 6
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 6
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 6
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares 6
Sweeney & Michel, Llc 6
Tillman Hartley LLC 6
Meriwether Wealth & Planning, LLC 6
Riverbend Wealth Management, LLC 6
Align Wealth Management, LLC 6
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 6
Colorado Capital Management, Inc. 6
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 6
Fund 1 Investments, LLC 6
Burgundy Asset Management Ltd. 6
Seamount Financial Group Inc 6
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 6
Odey Holdings AG 6
Family Wealth Group, LLC 6
Grace & White Inc /ny 6
First Interstate Bancsystem Inc 6
Virginia National Bank 6
All Season Financial Advisors, Inc. 6
Unisphere Establishment 6
HDV - iSHARES TRUST - iShares Core High Dividend ETF 6
Minneapolis Portfolio Management Group, LLC 6
Resource Consulting Group Inc 6
Ics Opportunities, Ltd. 6
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 6
Peninsula Wealth, LLC 6
Medicxi Ventures Management (Jersey) Ltd 6
BCV Asset Management Inc. 6
Solas Capital Management, LLC 6
BlackBarn Capital Partners LP 6
Poinciana Advisors Group, Llc 6
Sunburst Financial Group, LLC 6
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 6
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 6
Third Rock Ventures, LLC 6
Heritage Wealth Management, Inc. /CA/ 6
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 6
Ascent Capital Management, LLC 6
Select Asset Management & Trust 6
Robertson Stephens Advisors Llc 6
Kopp Funds Inc 6
Miller/howard High Income Equity Fund 6
BCR Wealth Strategies, LLC 6
EDENTREE ASSET MANAGEMENT Ltd 6
Reynolds Investment Management, Inc. 6
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 6
Talisman Wealth Advisors LLC 6
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional 6
Neumann Capital Management, LLC 6
Evergreen Advisors, LLC 6
Evernest Financial Advisors, LLC 6
RD Lewis Holdings, Inc. 6
Kennondale Capital Management LLC 6
Cleary Gull Holdings Inc. 6
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 6
Cumberland Advisors Inc 6
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 6
John W. Brooker & Co., CPAs 6
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 6
Haywood George Weaver 6
Energy Opportunities Capital Management, LLC 6
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 6
Robshaw & Julian Associates Inc 6
RAM Investment Partners, LLC 6
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 6
Coerente Capital Management 6
Martin Capital Partners, LLC 6
Alta Biopharma Partners Iii Lp 6
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 6
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 6
Gruber & Mcbaine Capital Management Llc 6
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 6
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 6
HM Capital Management, LLC 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 6
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 6
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 6
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 6
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 6
Brummer Multi-Strategy AB 6
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 6
Legend Capital Advisors LLC 6
Trv Gp, Llc 6
Oakmont Advisory Group, LLC 6
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 6
Mar Vista Investment Partners Llc 6
Skye Global Management LP 6
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 6
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 6
GQETX - GMO TRUST - GMO Quality Fund Class III 6
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 6
Satterfield Thomas A Jr 6
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 6
Invenio Wealth Partners Llc 6
Invesco, Llc 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 6
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 6
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 6
Geneva Capital Management Llc 6
OneAscent Family Office, LLC 6
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 6
Potomac Fund Management Inc /adv 6
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 6
Arq Wealth Advisors, Llc 6
Hilltop Partners LLC 6
Klaas Financial Asset Advisors, LLC 6
Armor Investment Advisors, LLC 6
Good Harbor Advisors, Inc. 6
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 6
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 6
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 6
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 6
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 6
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 6
Uniting Wealth Partners, LLC 6
Ophir Asset Management Pty Ltd 6
Sonen Capital LLC 6
VCI Wealth Management LLC 6
Vishria Bird Financial Group, LLC 6
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 6
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 6
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 6
Karani Asset Management LLC 6
Brigade Capital Management, Lp 6
Certior Financial Group, Llc 6
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 6
Gouws Capital LLC 6
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 6
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 6
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 6
Arrow Capital Pty Ltd 6
Biogen Inc. 6
Spectrum Planning & Advisory Services Inc. 6
Generation Capital Management LLC 6
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 6
Kcg Americas Llc 6
Ab Multi-manager Alternative Fund 6
Sequent Asset Management, LLC 6
First Growth Capital LLC 6
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 6
Holland Capital Management Llc 6
Deschaine & Company, Llc 6
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 6
Riversville Capital, Inc. 6
BRLIX - BRIDGEWAY FUNDS INC - Blue Chip Fund Class N 6
Ycg, Llc 6
New Age Alpha Trust - AVDR US LargeCap ESG ETF 6
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 6
Summit Place Financial Advisors, LLC 6
Warwick Investment Management, Inc. 6
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 6
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 6
Tempo Wealth, LLC 6
Nuveen Select Maturities Municipal Fund 6
Mission Financial Group, LLC 6
Buttonwood Financial Advisors Inc. 6
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 6
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares 6
Cultivar Capital, Inc. 6
Alexis Investment Partners, LLC 6
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 6
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 6
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A 6
Visionary Horizons, LLC 6
Hartz Capital, Inc. 6
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 6
Terrapin Asset Management, LLC 6
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P 6
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A 6
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 6
Athena Wealth Management, LLC 6
Alleghany Corp /de 6
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 6
Cadent Capital Advisors, LLC 6
Capital Financial Services, LLC 6
Cresta Advisors, Ltd. 6
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 6
Zinnia Wealth Advisory, LLC 6
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 6
New Enterprise Associates 15, L.P. 6
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class 6
Patrick Mauro Investment Advisor, INC. 6
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 6
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 6
HEDJX - ADVISORS SERIES TRUST - Scharf Alpha Opportunity Fund Retail Class 6
Unionview, Llc 6
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 6
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 6
Fox Point Capital Management LLC 6
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares 6
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 6
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 6
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 6
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 6
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 6
Engine Capital Management, LP 6
Sofinnova Venture Partners X, L.P. 6
Orchard Hill Capital Management LP 6
Lyons Funds 6
Zweig Advisers Llc 6
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 6
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 6
Thornburg Income Builder Opportunities Trust 6
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund 6
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 6
Alexander Labrunerie & Co., Inc. 6
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 6
GROW Partners, LLC 6
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 6
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 6
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF 6
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 6
Vertex Planning Partners, LLC 6
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 6
Exeter Financial, LLC 6
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 6
Howard Bailey Securities, Llc 6
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 6
Bay City Capital Llc 6
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A 6
Summa Corp. 6
Dudley & Shanley, Inc. 6
FSA Advisors, Inc. 6
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 6
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 6
Madrona Financial Services, LLC 6
Growth Portfolio 6
InvesTrust 6
Broadleaf Partners, LLC 6
Tavio Capital LLC 6
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 6
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 6
Ducere Wealth Management LLC 6
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 6
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 6
Bolthouse Investments, LLC 6
Taylor Hoffman Capital Management LLC 6
Herbst Group, Llc 6
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 6
Rf&l Wealth Management, Llc 6
Mizuho Bank, Ltd. 6
Oppenheimer Senior Floating Rate Fund 6
Gabelli Global Utility & Income Trust 6
New Enterprise Associates 16, L.P. 6
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 6
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 6
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 6
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 6
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 6
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 6
Legacy Wealth Partners, LLC 6
Westport Asset Management Inc 6
VAPPX - VALIC Co I - Capital Appreciation Fund 6
RW Investment Management LLC 6
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 6
Flywheel Private Wealth LLC 6
PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A 6
Kent Lake Capital LLC 6
Vista Capital Partners, Inc. 6
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 6
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 6
Broad Peak Investment Holdings Ltd. 6
Heritage Investment Group, Inc. 6
SRTGX - SMA RELATIONSHIP TRUST - Series G 6
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 6
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 6
Pitti Group Wealth Management, LLC 6
Tallon Kerry Patrick 6
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 6
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 6
Pennington Partners & Co., Llc 6
Cvfg Llc 6
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 6
Mosaic Advisors LLC 6
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 6
Salient Private Client, Llc 6
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 6
1Globe Capital LLC 6
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 6
Rollins Financial Advisors, LLC 6
KKR Credit Opportunities Portfolio 6
BERIX - Chartwell Funds - Berwyn Income Fund 6
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 6
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 6
5AM Ventures IV, L.P. 6
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 6
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 6
Ames National Corp 6
LongView Wealth Management 6
Brady Martz Wealth Solutions, LLC 6
Powers Advisory Group, LLC 6
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 6
Horan Capital Management 6
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 6
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R 6
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 6
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 6
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 6
Consilio Wealth Advisors, Llc 6
Weybosset Research & Management Llc 6
ABVAX - AB TRUST - AB Value Fund Class A 6
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 6
Frost Phillip Md Et Al 6
Evergreen Quality Fund GP, Ltd. 6
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 6
Retirement Planning Group, Llc / Ny 6
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 6
Evansbrook LLC 6
Richmond Investment Services, LLC 6
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 6
Fieldpoint Private Advisors, Inc 6
Ferox Capital Management LP 6
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 6
Doubleline Income Solutions Fund 6
Michels Family Financial, LLC 6
Ambs Investment Counsel Llc 6
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 6
Trajan Wealth LLC 6
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 6
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 6
Aurdan Capital Management, LLC 6
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 6
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 6
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF 6
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF 6
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 6
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 6
Martin & Co Inc /tn/ 6
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II 6
Marin Bay Wealth Advisors, LLC 6
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 6
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV 6
Cascadia Advisory Services, LLC 6
Blue Sparrow, LLC /DE 6
TABR Capital Management, LLC 6
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 6
Element Pointe Advisors, Llc 6
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 6
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 6
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 6
Tax-managed Global Small-cap Portfolio 6
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 6
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 6
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 6
Everest Financial Group LLC 6
Myriad Asset Management US LP 6
Hongkou Capital LP 6
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 6
Brahman Capital Corp. 6
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 6
Fusion Capital, LLC 6
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 6
Chernett Jorey 6
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 6
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund 6
WMG Financial Advisors, LLC 6
Clarendon Private LLC 6
Contrarian Capital Management, L.l.c. 6
International Private Wealth Advisors LLC 6
Strategic Wealth Management Inc 6
Parplus Partners 6
Sunnymeath Asset Management, Inc. 6
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 6
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 6
THCX - Spinnaker ETF Series - The Cannabis ETF 6
Agur Provident & Training Funds Management Ltd 6
BKA Wealth Consulting, Inc. 6
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 6
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 6
Lindenwold Advisors 6
Newton One Investments LLC 6
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A 6
Washburn Capital Management, Inc. 6
Protective Life Corp 6
Total Wealth Planning & Management, Inc. 6
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 6
V2 Financial group LLC 6
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 6
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 6
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 6
Everett Capital Advisors UK LLP 6
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 6
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 6
Patient Capital Management, LLC 6
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF 6
Gendell Jeffrey L 6
Pennant Capital Management, LLC 6
Arxis Securities Llc 6
RCSAX - RUSSELL INVESTMENT CO - Commodity Strategies Fund Class A 6
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 6
Cohen & Steers Global Income Builder, Inc 6
Daruma Capital Management Llc 6
Militia Capital Management LLC 6
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 6
Investors Trust Inc 6
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 6
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 6
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 6
Paragon Advisors, LLC 6
Oikos Holdings Llc 6
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 6
Tyro Capital Management LLC 6
Avaii Wealth Management, Llc 6
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 6
Montchanin Asset Management, Llc 6
Koa Wealth Management, LLC 6
PENN SERIES FUNDS INC - Mid Cap Growth Fund 6
Viewpoint Capital Management LLC 6
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 6
Cross Staff Investments Inc 6
Cerebellum GP, LLC 6
Advanced Series Trust - Ast Mfs Growth Portfolio 6
Filament LLC 6
Elwood & Goetz Wealth Advisory Group, LLC 6
Comgest Global Investors S.a.s. 6
SCID - Global X Funds - Global X Scientific Beta Europe ETF 6
Fiduciary Financial Services Of The Southwest Inc /tx 6
Aegis Wealth Management LLC 6
Tower Wealth Partners, Inc. 6
Welch Capital Partners Llc/ny 6
Red Spruce Capital, LLC 6
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 6
HFG Advisors, Inc. 6
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 6
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 6
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 6
Eaton Vance High Income 2021 Target Term Trust 6
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 6
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 6
Nicola Wealth Management Ltd. 6
SB Management Ltd 6
Lewis Capital Management, Llc 6
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 6
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 6
Westco Advisory Services Inc /adv 6
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 6
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 6
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 6
TCW ETF Trust - TCW Corporate Bond ETF 6
Northwestern Mutual Life Insurance Co 6
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 6
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 6
Snyder Capital Management L P 6
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A 6
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 6
Glynn Capital Management Llc 6
BIGTX - Monteagle Funds - The Texas Fund Class I 6
SC&H Financial Advisors, Inc. 6
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 6
Mason & Associates, LLC 6
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 6
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 6
New Leaf Ventures II, L.P. 6
Yorkville Advisors Global, LP 6
Connors Funds - Connors Hedged Equity Fund Institutional Class 6
Oppenheimer Developing Markets Fund 6
Sun Group Wealth Partners 6
American Alpha Advisors, LLC 6
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A 6
Stembrook Asset Management, LLC 6
BluePointe Capital Management, LLC 5
Nicholson Wealth Management Group, LLC 5
CWC Advisors, LLC. 5
FDDAX - SUNAMERICA SERIES, INC. - AIG Focused Dividend Strategy II Fund A Shares 5
Rayner & Haynor 5
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 5
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 5
Ferguson Shapiro LLC 5
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 5
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 5
Legacy Financial Group, Inc. 5
Jericho Capital Asset Management L.P. 5
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 5
Stolper Co 5
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 5
Washington Growth Strategies Llc 5
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 5
venBio Global Strategic Fund III, L.P. 5
Cornerstone Advisors Asset Management, Inc 5
Sandia Holdings, LLC 5
Conway Capital Management, Inc. 5
Independent Franchise Partners LLP 5
Clifford Capital Partners Llc 5
BSCAX - Datum One Series Trust - BRANDES SMALL CAP VALUE FUND Class A 5
Retirement Investment Advisors, Inc. 5
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 5
Midwest Wealth Management Inc. 5
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 5
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A 5
KerberRose Wealth Management, LLC 5
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 5
Ironridge Global IV, Ltd. 5
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 5
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 5
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 5
FengHe Fund Management Pte. Ltd. 5
Brainard Capital Management LLC 5
Drake & Associates, LLC 5
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 5
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 5
Roan Capital Partners 5
Ark Wealth Advisors LLC 5
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 5
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 5
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
Mustard Seed Financial, LLC 5
ODonnell Financial Services, LLC 5
Keel Point Advisors, LLC 5
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 5
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class 5
Forum Private Client Group LLC 5
Capital Advisor Network LLC 5
SMART Wealth LLC 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 5
Kieckhefer Group Llc 5
Elm Ridge Management, LLC 5
Transmarket Holdings LP 5
STTCX - North Square Investments Trust - North Square Trilogy Alternative Return Fund Class C 5
DDFG, Inc 5
Values Added Financial LLC 5
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 5
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 5
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 5
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 5
Orca Wealth Management, LLC 5
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 5
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 5
GGIIX - GuideStone Funds - Global Impact Fund Investor 5
Brogan Financial, Inc. 5
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 5
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 5
Sanibel Captiva Investment Advisers, Inc. 5
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class 5
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 5
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 5
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 5
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 5
Youngs Advisory Group, Inc. 5
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 5
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 5
Inman Jager Wealth Management, LLC 5
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 5
Chapman Investment Management, LLC 5
Ern Llc 5
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 5
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 5
DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS 5
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 5
Tower Square Investment Management, Llc 5
Hidden Cove Wealth Management, LLC 5
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C 5
J&p(china)capital Management Co.,ltd 5
ROCI - EA Series Trust - ROC ETF 5
CFC Planning Co LLC 5
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 5
Pcm Fund, Inc. 5
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF 5
Union Heritage Capital, LLC 5
AAMOX - ALGER PORTFOLIOS - Alger Weatherbie Specialized Growth Portfolio Class I-2 5
Pacific Grove Capital LP 5
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 5
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 5
Corps Capital Advisors, LLC 5
Mcclain Value Management Llc 5
Beach Point Capital Management LP 5
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 5
Samjo Management, LLC 5
Springhouse Capital Management, LP 5
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 5
Marshall Investment Management, Llc 5
Vulcan Value Partners, LLC 5
Weinberger Asset Management, Inc 5
Prasad Wealth Partners, LLC 5
Tetrem Capital Management Ltd. 5
Magnolia Private Wealth, LLC 5
Pcg Asset Management, Llc 5
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 5
DJE Kapital AG 5
Bravias Capital Group, LLC 5
Gibson Capital, LLC 5
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5
Ariose Capital Management Ltd 5
Peck Wealth Management, LLC 5
IPDP - Listed Funds Trust - Dividend Performers ETF 5
Permanent Capital Management, LP 5
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 5
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 5
Coordinated Financial Services, Inc. 5
Center for Wealth Management Advisory 5
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 5
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 5
HYA Advisors, Inc 5
Titan Capital Management, LLC /CA 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
Axel Capital Management, LLC 5
Andalusian Capital Partners, Lp 5
Lilly Ventures Fund I LLC 5
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 5
MACRO Consulting Group 5
MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares 5
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF 5
Western Asset Middle Market Income Fund Inc. 5
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 5
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 5
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 5
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 5
Proquility Private Wealth Partners, LLC 5
Decagon Asset Management LLP 5
L.K. Benson & Company, P.C. 5
North Forty Two & Co. 5
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 5
Piedmont Capital Management, LLC/NC 5
Cincinnati Financial Corp 5
Clune & Associates, Ltd. 5
Prospect Financial Group LLC 5
Adirondack Research & Management Inc. 5
Bay Capital Advisors, LLC 5
Potentia Wealth 5
Sellwood Investment Partners LLC 5
Tlwm 5
BGCBX - BAILLIE GIFFORD FUNDS - Baillie Gifford China Equities Fund Institutional Class 5
Disciplined Investors, L.L.C. 5
Pioneer Family Office, LLC 5
Oxinas Partners Wealth Management LLC 5
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A 5
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund 5
Eii Capital Management, Inc. 5
MML Series Investment Fund II - MML Special Situations Fund Class II 5
Crux Wealth Advisors 5
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 5
Prepared Retirement Institute LLC 5
Coign Capital Advisors LLC 5
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 5
Atalaya Capital Management LP 5
Investment Counsel Co Of Nevada 5
Gantzert Investment Co Llc /adv 5
Carbahal Olsen Financial Services Group, LLC 5
AG Campbell Advisory, LLC 5
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 5
Agp Franklin, Llc 5
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 5
BMS Financial Advisors, LLC 5
Lifelong Wealth Advisors, Inc. 5
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares 5
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 5
Kintayl Capital LP 5
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 5
Eclectic Associates Inc /adv 5
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 5
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 5
Sterling Manor Financial, LLC 5
Tolleson Wealth Management, Inc. 5
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 5
ASUIX - FundVantage Trust - Arabesque Systematic USA Fund Institutional Class 5
Cahill Wealth Management, LLC 5
Harbour Wealth Management Group, Inc. 5
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 5
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 5
TPG-AXON Management LP 5
Topsail Wealth Management, LLC 5
Sage Investment Advisers LLC 5
Oldfather Financial Services, LLC 5
Cushing Asset Management, Lp 5
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 5
Rappaport Reiches Capital Management, LLC 5
Rare Wolf Capital LLC 5
Alley Investment Management Company, LLC 5
LeClair Wealth Partners LLC 5
ROI Financial Advisors, LLC 5
Stadion Money Management, LLC 5
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 5
Ksa Capital Management, Llc 5
Oppenheimer Global Value Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 5
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 5
Trace Wealth Advisors, LLC 5
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund 5
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 5
Mink Brook Asset Management LLC 5
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 5
Vista Cima Wealth Management LLC 5
Panoramic Capital, LLC 5
Blue Rock Wealth Management LLC 5
DIVY - Tidal ETF Trust - Sound Equity Income ETF 5
Sulzberger Capital Advisors, Inc. 5
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A 5
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund 5
TRSDX - Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund Investor Class Shares 5
Brooklyn FI, LLC 5
CCWSX - BAIRD FUNDS INC - Chautauqua International Growth Fund Investor Class 5
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 5
NewGen Asset Management Ltd 5
Cushing Mutual Funds Trust - Cushing® SMID Growth Focused Fund Class I Shares 5
Longitude Capital Partners III, LLC 5
Sunbeam Capital Management, LLC 5
Griffith & Werner, Inc. 5
Up Strategic Wealth Investment Advisors Llc 5
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 5
Brio Consultants, LLC 5
Emerson Wealth Management, LLC 5
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 5
West Wealth Group, LLC 5
Lakeshore Capital Group, Inc. 5
LifeWealth Investments, LLC 5
Moller Financial Services 5
GSB Podium Advisors, LLC 5
Vines Capital Management, LLC 5
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 5
XY Planning Network, Inc. 5
Aquila Investment Management LLC 5
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 5
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF 5
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 5
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 5
Care Capital III LLC 5
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 5
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 5
Prudent Investors Network 5
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 5
Lee Johnson Capital Management, Llc 5
ECML - EA Series Trust - Euclidean Fundamental Value ETF 5
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 5
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 5
Aspire Capital Fund, LLC 5
RHS Financial, LLC 5
Elite Financial, Inc. 5
Alpha Wealth Funds, LLC 5
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class 5
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I 5
Bluedoor Private Wealth, Llc 5
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 5
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 5
Teucrium Investment Advisors, LLC 5
Nuveen Municipal High Income Opportunity Fund 5
Fire Capital Management LLC 5
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 5
Victory Institutional Funds 5
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 5
InterWest Partners IX, LP 5
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 5
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 5
Wd Rutherford Llc 5
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 5
Lafitte Capital Management LP 5
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF 5
Advanced Series Trust - Ast Loomis Sayles Large-cap Growth Portfolio 5
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 5
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF 5
CCLA Investment Management Ltd 5
Hampstead Capital LLP 5
Wellington Global Multi-Strategy Fund 5
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 5
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 5
North Berkeley Wealth Management, LLC 5
American Investment Services, Inc. 5
Ledgewood Wealth Advisors, LLC 5
Vivo Ventures VI, LLC 5
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 5
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 5
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 5
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF 5
Catalyst Wealth Management, LLC 5
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 5
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 5
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 5
MA Private Wealth 5
ATP Life Science Ventures, L.P. 5
ParenteBeard Wealth Management, LLC 5
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 5
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 5
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 5
TAX - EA Series Trust - Cambria Tax Aware ETF 5
Horizon Funds - HORIZON EXPEDITION PLUS ETF 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 5
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 5
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 5
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y 5
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 5
Allium Financial Advisors, Llc 5
Wincap Financial Llc 5
Flagship Ventures Fund 2007, L.P. 5
Golden Reserve Retirement LLC 5
TORYX - RBB Fund Trust - Torray Fund 5
Wills Financial Group LLC 5
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 5
AZENX - AQR Funds - AQR Emerging Defensive Style Fund Class N 5
Florence Capital Advisors, LLC 5
Ccm Investment Group, Llc 5
Pfc Capital Group, Inc. 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 5
Stone Run Capital, Llc 5
Night Owl Capital Management, LLC 5
Arbor Capital Management Inc /adv 5
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 5
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 5
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 5
12 West Capital Management LP 5
CloudAlpha Capital Management Limited/Hong Kong 5
Oppenheimer Small Cap Value Fund 5
Stone Ridge Trust Iii 5
Multisector Income Portfolio 5
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 5
Timelo Investment Management Inc. 5
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 5
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
Short Duration High Income Portfolio - Short Duration High Income Portfolio 5
Secrest Blakey & Associates, LLC 5
Investment Management Associates Inc /adv 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 5
Gilde Healthcare Holding B.V. 5
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 5
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF 5
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 5
Emerging Sovereign Group Llc 5
Marshall Financial Group Inc /adv 5
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 5
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 5
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 5
Hartford Funds Master Fund 5
XXEC, Inc. 5
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I 5
Flippin Bruce & Porter Inc 5
RK Capital Management, LLC/FL 5
Rainier Family Wealth Inc 5
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 5
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 5
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 5
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 5
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 5
RCGE - EA Series Trust - RockCreek Global Equality ETF 5
Vickerman Investment Advisors, Inc. 5
Swan Global Investments, LLC 5
Integrity Financial Corp /WA 5
Greenhouse Wealth Management, LLC 5
Strategic Planning, Inc. 5
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 5
Charter Capital Management, LLC\DE 5
Signal Tree Financial Partners Llc 5
Kure Advisory, LLC 5
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 5
Hawkes Bay Master Investors (Cayman) L.P. 5
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 5
Delta Capital Management Llc 5
HNASX - HOMESTEAD FUNDS INC - Growth Fund 5
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND 5
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A 5
Point Nemo Capital, LLC 5
Topspin Fund L.P. 5
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 5
Longview Financial Advisors LLC 5
Nuveen High Income November 2021 Target Term Fund 5
HGI Capital Management, LLC 5
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 5
October Effect Ltd 5
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 5
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 5
Fiduciary Wealth Partners, LLC 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 5
EASAX - 360 Funds - Timber Point Alternatives Fund Investor Class Shares 5
Cobler Capital Management, LLC 5
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 5
Lebenthal Wealth Advisors, LLC 5
KCM Capital Inc 5
Growth Equity Opportunities 17, LLC 5
SYG - SSGA Active Trust - SPDR MFS Systematic Growth Equity ETF 5
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares 5
Brookside Capital Partners Fund Lp 5
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 5
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 5
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 5
GMOIX - GMO TRUST - GMO International Equity Fund Class III 5
GSG Advisors LLC 5
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares 5
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 5
Yong Rong (HK) Asset Management Ltd 5
Brookmont Capital Management 5
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 5
First Eagle Credit Opportunities Fund 5
EPIQ Capital Group, LLC 5
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 5
Bridge Advisory, LLC 5
Allen Operations Llc 5
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 5
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 5
Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF 5
Allergan plc 5
Ewing Morris & Co. Investment Partners Ltd. 5
Selz Capital LLC 5
Jlb & Associates Inc 5
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 5
V. M. Manning & Co., Inc. 5
Hyperion Partners, LLC 5
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 5
GordonMD Global Investments LP 5
HOLA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Hedged Equity Laddered Overlay ETF 5
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 5
MPLY - Strategy Shares - MONOPOLY ETF 5
Loeb King Trust 5
BVAL - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Value ETF 5
BLGR - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Growth ETF 5
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 5
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 5
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 5
Valicenti Advisory Services Inc 5
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 5
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 5
OV Management LLC 5
PAWZ - PROSHARES TRUST - ProShares Pet Care ETF 5
Guardian Variable Products Trust - Guardian International Growth VIP Fund 5
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 5
Integris Wealth Management, LLC 5
Steinberganna Wealth Management 5
Guardian Variable Products Trust - Guardian International Value VIP Fund 5
Vivo Ventures Vii, Llc 5
3D/L Capital Management, LLC 5
HJIGX - Manager Directed Portfolios - Hardman Johnston International Growth Fund Institutional Shares 5
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 5
Sage Financial Management Group, Inc. 5
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 5
Baselake Partners, LP 5
A4 Wealth Advisors LLC 5
Payne Capital LLC 5
Warner Group LLC 5
IFS Group,LLC 5
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 5
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I 5
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 5
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 5
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 5
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 5
Nuveen Equity Premium Advantage Fund 5
Lakeshore Financial Planning, Inc. 5
Encore Global Management, LP 5
Primoris Wealth Advisors, Llc 5
HF Advisory Group, LLC 5
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 5
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 5
Apeiron Investment Group Ltd. 5
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 5
Exit Wealth Advisors, LLC. 5
Wolff Financial Management Llc 5
Payne Capital Management, LLC 5
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class 5
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class 5
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 5
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 5
Finivi Inc. 5
Legacy Wealth Planning, LLC 5
Aravt Global Llc 5
Capasso Planning Partners LLC 5
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 5
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 5
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 5
ALGAX - ALGER FUNDS - Alger International Focus Fund Class A 5
Financial Planning Hawaii, Inc. 5
Arta Finance Wealth Management LLC 5
Optifour Integrated Wealth Management, Llc 5
Banta Asset Management Lp 5
Intergy Private Wealth, LLC 5
Greenberg Financial Group 5
CANNX - Investment Managers Series Trust II - Cannabis Growth Fund Investor Class 5
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 5
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 5
Pursuit Wealth Management LLC 5
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund 5
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 5
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 5
Ticino Wealth 5
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 5
L.I.A. Pure Capital Ltd 5
V2 Capital, LLC 5
Orbis Investment Management (U.S.), LLC 5
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 5
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 5
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 5
Teva Pharmaceutical Industries Ltd 5
Gibson Wealth Advisors LLC 5
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 5
Elevated Financial Group LLC 5
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 5
United Maritime Capital Llc 5
Omega Fund V, L.P. 5
Redwood Grove Capital, LLC 5
ARKK - Ark ETF Trust - ARK Innovation ETF 5
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 5
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 5
Sandro Wealth Management LLC 5
INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF 5
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 5
Sun Financial Inc 5
Bluebird Wealth Management LLC 5
National Mutual Insurance Federation of Agricultural Cooperatives 5
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 5
Stonebridge Financial Group, LLC / MO 5
Guardian Point Capital, Lp 5
Arrow Investments Trust - Arrow DWA Country Rotation ETF 5
McLaughlin Asset Management, Inc. 5
Evergreen Wealth Partners LLC 5
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 5
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 5
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 5
GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF 5
Eagle Bluffs Wealth Management LLC 5
Daviman Financial, LLC 5
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares 5
Adi Capital Management LLC 5
Satovsky Asset Management Llc 5
Waystone Advisors Llc 5
Jnl Series Trust - Jnl/wmc Value Fund (a) 5
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 5
Cogent Private Wealth, Inc. 5
Beto Financial Group, Llc 5
Walsky Investment Management, Inc. 5
Pincus Capital Management, Lp 5
Lowell Blake & Associates Inc. 5
Arsenal Capital Advisors LLC 5
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 5
Philadelphia Financial Management of San Francisco, LLC 5
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 5
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 5
DB&C Advisors, LLC 5
Salzman & Co., Inc. 5
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 5
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 5
Acorns Advisers, LLC 5
Cyrus Capital Partners, L.p. 5
72 Investment Holdings, LLC 5
Bull Street Advisors, LLC 5
Yarger Wealth Strategies, Llc 5
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 5
Robinson Capital Management, Llc 5
Parsonex Advisory Services, Inc. 5
IMPACTfolio, LLC 5
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 5
Advance Capital Management, Inc. 5
Swmg, Llc 5
Tbp Advisors Ltd 5
Elevated Private Wealth, LLC 5
Granite Islands Private Wealth, Llc 5
VUB Generali dochodkova spravcovska spolocnost, a.s. 5
Aristotle Capital Boston, LLC 5
Raging Capital Management, LLC 5
Lexington Partners L.P. 5
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 5
Livet Wealth, LLC 5
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 5
White Lighthouse Investment Management Inc. 5
Storgate, LLC 5
Peak Planning Group, LLC 5
Epic Trust Investment Advisors, LLC 5
Quadrant Capital Management, LLC 5
Snowwater Investment Partners, Llc 5
Praetorian Wealth Management, Inc. 5
Portland Hill Asset Management Ltd 5
Alliance Private Wealth, LLC 5
Stumpf Capital Management LLC 5
Perryman Financial Advisory Inc /ad 5
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 5
Kavilco Inc/wa/ 5
Aternalis Capital Llc 5
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 5
Axiom Financial Strategies, LLC 5
True Capital Management 5
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 5
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 5
Canaan Partners VII LLC 5
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 5
AMG Asset Management Group, Inc. 5
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 5
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund 5
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 5
Marble Arch Investments, LP 5
Massachusetts Mutual Life Insurance Co 5
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund 5
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund 5
Midwest Financial Group LLC 5
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares 5
Alterity Financial Group, LLC 5
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 5
Virginia Wealth Management Group, Inc. 5
LRT Capital Management, LLC 5
Provident Trust Co 5
BGETX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Fund Class 2 5
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 5
BCK Partners, Inc. 5
VICE - AdvisorShares Trust - AdvisorShares Vice ETF 5
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 5
Newport Trust Co 5
Madison Covered Call & Equity Strategy Fund 5
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 5
Lazard World Dividend & Income Fund, Inc. 5
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio 5
William Allan, Llc 5
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 5
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 5
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 5
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 5
Nussbaum Ran 5
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 5
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 5
Financial Planners of Cleveland, Inc. 5
Bontempo Ohly Capital Mgmt Llc 5
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 5
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 5
Asset Planning Corporation 5
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 5
Highland Peak Capital, LLC 5
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 5
Lattice Capital Management, LLC 5
Sonic Fund II, L.P. 5
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 5
Edmunds White Partners Llc 5
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 5
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 5
Ellerson Group Inc /adv 5
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 5
Founders Fund V Management, LLC 5
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 5
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 5
Archvest Wealth Advisors, Inc. 5
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 5
Chubb Ltd 5
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 5
Royce Global Value Trust, Inc. 5
PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A 5
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 5
Nuveen Preferred & Income Opportunities Fund 5
Phillips Financial Management, Llc 5
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 5
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 5
Oppenheimer Senior Floating Rate Plus Fund 5
SAL Trading, LLC 5
FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund 5
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 5
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 5
IYVAX - IVY FUNDS - Ivy Value Fund Class A 5
Maple Rock Capital Partners Inc. 5
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 5
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 5
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 5
Context Capital Funds 5
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 5
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 5
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 5
Whitaker-Myers Wealth Managers, LTD. 5
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C 5
Graphene Investments SAS 5
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 5
BCGM Wealth Management, LLC 5
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 5
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 5
Boothe Investment Group, Inc. 5
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 5
CFVLX - COMMERCE FUNDS - The Value Fund Shares 5
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 5
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 5
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 5
VAVAX - VALIC Co I - Value Fund 5
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 5
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 5
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A 5
BGRWX - TRUST FOR PROFESSIONAL MANAGERS - Barrett Growth Fund 5
Flower City Capital 5
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 5
Varenne Capital Partners 5
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 5
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 5
Penn Mutual Life Insurance Co 5
Triarii Capital Management Lp 5
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 5
Riverstone Advisors, LLC 5
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 5
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
Linker Capital Management Inc. 5
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 5
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF 5
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 5
GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional 5
Sycomore Asset Management 5
Kaydan Wealth Management, Inc. 5
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 5
Condorcet Global Opportunity Fund, LLC 5
Thomas Story & Son Llc 5
Wilson & Boucher Capital Management, LLC 5
Travelers Companies, Inc. 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 5
SAOPX - BARRETT OPPORTUNITY FUND, INC. - BARRETT OPPORTUNITY FUND, INC. Class O 5
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 5
Pwmco Llc 5
Port Capital LLC 5
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF 5
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 5
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 5
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 5
Amcap Fund 5
L1 Capital Pty Ltd 5
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 5
GWM Asset Management Ltd 5
SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF 5
Silver Rock Financial LP 5
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 5
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class 5
OSCBX - COLUMBIA FUNDS SERIES TRUST I - Overseas SMA Completion Portfolio 5
Grosvenor Holdings, L.l.c. 5
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 5
Kabarec Financial Advisors, Ltd. 5
Wealthstar Advisors, Llc 5
Trv Gp Iii, Llc 5
Silver Coast Investments LLC 5
Mango Five Family, Inc. 5
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 5
Keyes, Stange & Wooten Wealth Management, LLC 5
Kopernik Global Investors, LLC 5
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 5
Lam Group, Inc. 5
Gabalex Capital Management LLC 5
Weitz Investment Management, Inc. 5
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 5
JPB Foundation 5
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 5
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 5
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 5
Soundwatch Capital LLC 5
Aisling Capital IV, LP 5
Schroder Capital Funds (delaware) 5
Clarity Capital Partners LLC 5
Weston Capital Management Inc 5
Atlantic Family Wealth, Llc 5
Vinland Capital Management Gestora de Recursos LTDA. 5
Spero-smith Investment Advisers Inc /oh 5
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 5
Performa Ltd (US), LLC 5
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 5
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 5
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 5
Advisory Advocates, LLC 5
Cincinnati Insurance Co 5
Northroad Capital Management Llc 5
Rbo & Co Llc 5
Lifetime Wealth Management P.C. 5
Hutner Capital Management Inc 5
Strategic Capital Advisers, Inc. 5
Heirloom Wealth Management 5
Fcpm Iii Services B.v. 5
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 5
Yeomans Consulting Group, Inc. 5
Bassett Hargrove Investment Counsel, Llc 5
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 5
AMG Funds LLC 5
Austin Asset Management Co Inc 5
MPM BioVentures IV QP LP 5
HFR Wealth Management, LLC 5
Mrj Capital Inc 5
Stonegate Management LLC 5
Trilogy Global Advisors Lp 5
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 5
Emerge ETF Trust - Emerge EMPWR Sustainable Dividend Equity ETF 5
Allied Irish Banks Plc 5
Lincoln Capital LLC 5
Horizon Family Wealth, Inc. 5
Cue Financial Group, Inc. 5
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 5
Walthausen & Co., LLC 5
Pine Harbor Wealth Management, LLC 5
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 5
Discipline Wealth Solutions, LLC 5
Redwood Family Wealth LLC 5
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 5
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 5
Arrowroot Family Office, LLC 5
JBR Co Financial Management Inc 5
Edge Financial Advisors LLC 5
Westend Partners Lp 5
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF 5
Bensler, LLC 5
Boomfish Wealth Group, LLC 5
Starr International Co Inc 5
POLRX - FundVantage Trust - Polen Growth Fund Investor Class 5
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
Collaborative Investment Series Trust - TFA Multidimensional Tactical Fund Class I 5
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 5
Harvest Capital Management Inc 5
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 5
Kdi Capital Partners Llc 5
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 5
Biechele Royce Advisors 5
Adapt Wealth Advisors, Llc 5
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 5
Longitude Capital Partners II, LLC 5
Derbend Asset Management 5
Washington University 5
Nova R Wealth, Inc. 5
Mpi Investment Management, Inc. 5
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 5
Great Waters Wealth Management 5
Parrish Capital LLC 5
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares 5
Walser Wealth Management Company, A Ltd Liability Co 5
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF 5
Gladstone Capital Management LLP 5
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 5
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 5
Northern Capital Management, Inc. 5
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 5
Touchstone Investment Trust 5
Crow Point Global Dividend Plus Fund 5
Foresite Capital Opportunity Management V, LLC 5
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 5
ROIS - Lattice Strategies Trust - Hartford Multifactor International Small Company ETF 5
Soleus Private Equity Fund III, L.P. 5
King Street Capital Management, L.p. 5
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 5
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 5
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 5
Avid Wealth Partners LLC 5
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 5
MGO Private Wealth, LLC 5
CGOV Asset Management 5
Virtus Total Return Fund 5
USAdvisors Wealth Management, LLC 5
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 5
Whitcomb & Hess, Inc. 5
Eagle Boston Investment Management Inc 5
Managed Account Services Inc 5
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 5
Qatar Investment Authority 5
Morgan Stanley Select Dimensions Investment Series 5
Adams Chetwood Wealth Management LLC 5
Northeast Investors Growth Fund Inc 5
Contrarius Investment Management Ltd 5
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 5
Sidoxia Capital Management, LLC 5
Peak Capital Management Llc 5
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 5
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth Portfolio Class IA 5
ZynergyRetirementPlanningLLC 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 5
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 5
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 5
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 5
Corbin Capital Partners, L.P. 5
Leslie Global Wealth, LLC 5
CA Family Wealth, LLC 5
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) 5
Wilks Brothers, LLC 5
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 5
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 5
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 5
K2 HealthVentures Equity Trust LLC 5
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 5
Atlas Venture Fund VII L P 5
Meritage Group LP 5
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund 5
Newport Capital Group, LLC 5
Symphony Financial Services, Inc. 5
Oliveira Steven Michael 5
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 5
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 5
TPG Advisors LLC 5
Virtus Insight Trust 5
ProQuest Investments IV, L.P. 5
Hamlin Capital Management, LLC 5
Emancipation Management LLC 5
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 5
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 5
Bull Oak Capital, LLC 5
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 5
Dexxon Holdings Ltd. 5
Aspire Capital Advisors LLC 5
Raub Brock Capital Management LP 5
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 5
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 5
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 5
Buckingham Capital Management Inc 5
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 5
NCP Inc. 5
Creekside Partners 5
Insight Wealth Partners, LLC 5
Fund Advisors of America Inc/FL 5
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 5
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 5
Bracebridge Capital, LLC 5
Olstein Capital Management, L.P. 5
Peterson Wealth Advisors, LLC 5
Schneider Capital Management Corp 5
Windsor Advisory Group, LLC 5
VELA Funds - VELA Income Opportunities Fund Class A 5
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 5
Usca All Terrain Fund 5
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 5
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 5
Frazier Life Sciences VIII, L.P. 5
CXI Advisors 5
Accelerate Investment Advisors LLC 5
von Borstel & Associates, Inc. 5
Fmb Wealth Management 5
Tcfg Wealth Management, Llc 5
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 5
CHB Investment Group, LLC 5
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 5
Clarus Lifesciences III, L.P. 4
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 4
Stratford Consulting, LLC 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
Spectrum Investment Advisors, Inc. 4
Farmhouse Investment Management LLC 4
Nuveen High Income December 2018 Target Term Fund 4
M1 Capital Management LLC 4
Compton Financial Group, LLC 4
Bridgewealth Advisory Group, LLC 4
TCW ETF Trust - TCW Senior Loan ETF 4
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 4
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I) 4
ShankerValleau Wealth Advisors, Inc. 4
Voit & Company, Llc 4
PARUS FINANCE (UK) Ltd 4
Custos Family Office, LLC 4
JHVIX - John Hancock Funds II - International Value Fund Class NAV 4
Principled Equity Market Fund 4
Lwmg, Llc 4
Treybourne Wealth Planners, Inc. 4
Crossingbridge Advisors, LLC 4
RP Management, LLC 4
Founders Fund VI Management, LLC 4
UGPIX - PROFUNDS - UltraChina ProFund Investor Class 4
Keenan, LLC 4
REEAX - RBC FUNDS TRUST - RBC Emerging Markets Equity Fund Class A 4
UPRIGHT INVESTMENTS TRUST - Upright Growth & Income Fund 4
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class 4
SBIFX - SATURNA INVESTMENT TRUST - Sextant Bond Income Fund 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 4
Cambridge Financial Group, Inc. 4
Finley Financial, LLC 4
ABG Innovation Capital Partners III GP Ltd 4
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 4
Growth Equity Opportunities V, LLC 4
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 4
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF 4
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund 4
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 4
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares 4
Sanchez Gaunt Capital Management, LLC 4
Naya Capital Management Uk Ltd 4
Hyposwiss Advisors SA 4
Anchor Pointe Wealth Management, LLC 4
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 4
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 4
Bmi Capital Corp 4
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 4
Kirtland Hills Capital Management, Llc 4
AEMTX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Equity A 4
LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A 4
WESCAP Management Group, Inc. 4
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 4
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A 4
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 4
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 4
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 4
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 4
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 4
Hillman Capital Management, Inc. 4
Quality Growth Management, Inc. 4
EcoR1 Capital Fund, L.P. 4
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I 4
Michael & Susan Dell Foundation 4
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 4
Morgan Stanley Emerging Markets Fund Inc 4
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Altrafin AG 4
Bristol County Savings Bank 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
Corecam AG 4
ULTRA SERIES FUND - International Stock Fund Class I 4
Profunds - Profund Vp Emerging Markets 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Equity Select Portfolio Service Shares 4
Plustick Management Llc 4
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 4
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 4
Armor Advisors, L.l.c. 4
Gkcc, Llc 4
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 4
EdgePoint Investment Group Inc. 4
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 4
Bey-Douglas LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 4
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 4
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 4
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 4
Floyd Financial Group Llc 4
Eachwin Capital, Lp 4
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 4
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 4
Tsai Capital Corp 4
Udine Wealth Management, Inc. 4
Morling Financial Advisors, LLC 4
Machado Patrick 4
Elliott Investment Management L.P. 4
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 4
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 4
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 4
Auto-Owners Insurance Co 4
Triad Investment Management 4
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I) 4
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A 4
Hochman Cole Investment Advisors, Inc. 4
Clovis Capital Management Lp 4
Tech Square Trading Lp 4
Clark & Stuart, Inc 4
Van Herk Investments B.v. 4
GFGF - EA Series Trust - Guru Favorite Stocks ETF 4
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 4
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 4
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class 4
Crown Advisors Management, Inc. 4
Access Industries Holdings LLC 4
Breiter Capital Management Inc 4
Allianz Global Investors U.S. Holdings LLC 4
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 4
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 4
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 4
JOHIX - JOHCM Funds Trust - JOHCM International Select Fund Institutional Shares 4
Colony Family Offices, LLC 4
Massachusetts Institute Of Technology 4
Strathmore Capital Advisors, Inc. 4
Southern Capital Advisors, Llc 4
KESG - Krane Shares Trust - KraneShares MSCI China ESG Leaders Index ETF 4
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 4
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 4
Harbert Management Corp 4
Raelipskie Partnership 4
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 4
EWK - iShares, Inc. - iShares MSCI Belgium ETF 4
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 4
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 4
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 4
Left Brain Wealth Management, LLC 4
Integer Wealth Advisors Group LLC 4
Beaumont Capital Management, LLC 4
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 4
ARCH Venture Fund VIII, L.P. 4
Elios Financial Group Inc. 4
Lazard Global Total Return & Income Fund Inc 4
Covalent Partners LLC 4
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 4
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 4
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 4
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 4
Abbvie Inc. 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 4
Carter Financial Group, INC. 4
Waypoint Wealth Partners Inc. 4
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 4
Country Fund Management 4
Sib Llc 4
Foursixthree Capital Lp 4
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund 4
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 4
PIMCO FUNDS - PIMCO Sector Fund Series - H 4
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 4
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 4
FC Advisory LLC 4
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 4
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A 4
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 4
CGIE - Capital Group International Equity ETF - Capital Group International Equity ETF Share Class 4
SK Wealth Management, LLC 4
Aston Asset Management, LLC 4
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 4
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 4
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 4
VR Advisory Services Ltd 4
Integrity Advisory, LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 4
Manitou Investment Management Ltd. 4
Brighton Securities Corp. 4
HawsGoodwin Investment Management LLC 4
Legacy Financial Strategies, LLC 4
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 4
Adamcapital Gestao De Recursos Ltda. 4
swisspartners Advisors Ltd 4
Objectivity Squared, LLC 4
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 4
Cleary Gull Inc. 4
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 4
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 4
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 4
Progeny 3, Inc. 4
Riverpark Capital Management Llc 4
Putnam Fund For Growth & Income 4
Adirondack Funds 4
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 4
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 4
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI 4
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 4
Unterberg Capital LLC 4
Highland Floating Rate Opportunities Fund 4
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 4
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 4
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 4
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 4
Instrumental Wealth, Llc 4
Jnl Series Trust - Jnl/ppm America Value Equity Fund (a) 4
Wormser Freres Gestion 4
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 4
Warm Springs Advisors Inc. 4
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 4
FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund 4
Svf Investments (uk) Ltd 4
Mra Associates Usa Llc 4
Dreyfus Funds Inc 4
MPM BioVentures 2014, L.P. 4
Sls Management Llc 4
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 4
Fortress Biotech, Inc. 4
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF 4
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 4
Ardent Capital Management, Inc. 4
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF 4
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 4
Breakthru Advisory Services, Llc 4
Asset Planning Services Inc /la/ /adv 4
Logos Global Master Fund LP 4
Venbio Partners L.p. 4
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 4
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 4
Icahn Carl C 4
Murphy Michael R 4
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 4
Oppenheimer Equity Income Fund 4
BDFS Capital LLC 4
New South Capital Management Inc 4
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 4
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares 4
Welch Investments, LLC 4
Lonestar Capital Management LLC 4
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 4
J. Stern & Co. LLP 4
Aperture Investors, LLC 4
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 4
MOATX - PFS FUNDS - Castle Focus Fund Investor 4
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 4
Putnam Funds Trust - Putnam Equity Spectrum Fund Class R 4
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 4
TANDX - PFS FUNDS - Castle Tandem Fund Institutional 4
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund 4
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class 4
WealthBridge Investment Counsel Inc. 4
Ledge Wealth Management, Inc. 4
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 4
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 4
AdvisorShares Trust 4
Deer VII & Co. Ltd. 4
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 4
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 4
Silver Capital Management Llc 4
KONG - ETF Opportunities Trust - Formidable Fortress ETF 4
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 4
Frazier Healthcare VI, L.P. 4
LFG Wealth Partners, LLC 4
Hein Park Capital Management LP 4
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 4
Brooklands Fund Management Ltd 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
J2 Capital Management Inc 4
Keyvantage Wealth, Llc 4
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class 4
MSMLX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA SMALL COMPANIES FUND Investor Class Shares 4
Klein Pavlis & Peasley Financial, Inc. 4
SRN Advisors, LLC 4
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 4
Bennett Selby Investments Lp 4
Cannon Advisors, Inc. 4
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 4
Vivid Wealth Management, LLC 4
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 4
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 4
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A 4
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity 4
Sensible Money, LLC 4
Elevation Advisory Partners LLC 4
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
Codex Capital, L.L.C. 4
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 4
ADAPT Investment Managers SA 4
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 4
Susquehanna Securities, Llc 4
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A 4
Cigogne Management Sa 4
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 4
Valley Forge Investment Consultants Inc Adv 4
Panacea Innovation Ltd 4
Third Rock Ventures IV, L.P. 4
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 4
Engaged Capital LLC 4
Barings Participation Investors 4
Kraft, Davis & Associates, LLC 4
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 4
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 4
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 4
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 4
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 4
Sofinnova Venture Partners Vii L P 4
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB 4
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 4
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB 4
NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF 4
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 4
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class 4
Stewart Asset Management, LLC 4
GFI Investment Counsel Ltd. 4
Yacktman Asset Management Lp 4
ALPS ETF Trust - ALPS Hillman Active Value ETF 4
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 4
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 4
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 4
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 4
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 4
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class 4
Bares Capital Management, Inc. 4
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 4
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class 4
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 4
Hyperion Capital Advisors LP 4
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 4
BCU Wealth Advisors, LLC 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 4
Nextech Crossover I GP S.a r.l. 4
Everest Management Corp. 4
VLCGX - VALIC Co I - Large Capital Growth Fund 4
Fidelity National Financial, Inc. 4
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 4
Morgan Stanley Asia-pacific Fund, Inc. 4
Wealthshield, Llc 4
Master's Wealth Management Inc. 4
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 4
EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF 4
Villanova Investment Management Co LLC 4
Frederick Financial Consultants, LLC 4
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 4
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 4
TT Capital Management LLC 4
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 4
Tricadia Capital Management, LLC 4
Sr One Capital Management, Llc 4
Axial Capital Management, Llc 4
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 4
Waterway Wealth Management, LLC 4
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A 4
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 4
New Age Alpha Trust - AVDR US LargeCap Leading ETF 4
Summit Rock Advisors, LP 4
PCB Capital LLC 4
Lexington Hill Partners, LLC 4
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 4
SFG Wealth Management, LLC. 4
OCSIX - NORTHERN LIGHTS FUND TRUST II - Orchard Small Cap Value Fund Class I Shares 4
Lansdowne Partners Limited Partnership 4
Bryant Woods Investment Advisors, LLC 4
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 4
Roivant Sciences Ltd. 4
NorthLanding Financial Partners, LLC 4
WealthSpring Partners, LLC 4
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 4
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A 4
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 4
Landing Point Financial Group, LLC 4
Novartis Pharma Ag 4
Hansberger Global Investors Inc/fl 4
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares 4
McBroom & Associates, LLC 4
Ensemble Capital Management, LLC 4
GuoLine Advisory Pte Ltd 4
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 4
Plaisance Capital LLC 4
Private Wealth Group, LLC 4
Strategic Vision Investment Ltd 4
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 4
VCCEX - VALIC Co I - Core Equity Fund 4
Sound Financial Strategies Group, LLC 4
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 4
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund 4
Regeneron Pharmaceuticals Inc 4
Rockingstone Advisors LLC 4
Intermede Investment Partners Ltd 4
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 4
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A 4
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 4
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 4
Tandem Wealth Advisors LLC 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
Medicxi Growth I LP 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 4
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 4
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 4
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 4
Gallagher Benefit Services, Inc. 4
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 4
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 4
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 4
Check Capital Management Inc/ca 4
4Thought Financial Group Inc. 4
D. E. Shaw Valence Portfolios, L.L.C. 4
venBio Global Strategic Fund, L.P. 4
Wealth Enhancement & Preservation of GA, LLC 4
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class 4
Baxter International Inc 4
Proactive Wealth Strategies LLC 4
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 4
Idaho Trust Bank 4
StoneCrest Wealth Management, Inc. 4
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 4
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 4
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N 4
Partners in Financial Planning 4
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 4
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 4
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 4
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 4
Heritage Wealth Management, Inc./Texas 4
Broadway Wealth Solutions, Inc. 4
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C 4
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 4
Peierls E Jeffrey 4
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 4
Farrell Financial LLC 4
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A 4
American Planning Services, Inc. 4
AYAL Capital Advisors Ltd 4
Menlo Advisors Llc 4
Trv Gp Iv, Llc 4
Vann Equity Management LLC 4
Nekton Capital Ltd. 4
PENN SERIES FUNDS INC - Large Cap Growth Fund 4
Storen Legacy Partners, LLC 4
FSCOX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Opportunities Fund 4
Rps Advisory Solutions Llc 4
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 4
Beckerman Institutional, LLC 4
Bannerstone Capital Management, LLC 4
Coco Enterprises, LLC 4
Legg Mason Investment Trust 4
Foundation Wealth Management, LLC 4
Cabot-Wellington, LLC 4
Decheng Capital China Life Sciences USD Fund III, L.P. 4
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 4
Inspire Trust Co, N.a. 4
Ancient Art, L.P. 4
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 4
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 4
Robert Wood Johnson Foundation 4
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 4
ZEGA Investments, LLC 4
Beaumont Asset Management, L.L.C. 4
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 4
Staton Financial Advisors, Llc 4
Conscious Wealth Investments, Llc 4
Snider Financial Group 4
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 4
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 4
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 4
Pps&v Asset Management Consultants, Inc. 4
Pontifax Management 4 G.p. (2015) Ltd. 4
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 4
SilverOak Wealth Management LLC 4
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class 4
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 4
Kensico Capital Management Corp 4
Tri Ri Asset Management Corp 4
Kennon-Green & Company, LLC 4
Chronos Wealth Management, LLC 4
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 4
Shared Vision Wealth Group LLC 4
Pacholder High Yield Fund Inc 4
Bill & Melinda Gates Foundation Trust 4
TSA Wealth Managment LLC 4
May Barnhard Investments LLC 4
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 4
CWH Capital Management, Inc. 4
Western Asset Middle Market Debt Fund Inc. 4
Green Ridge Wealth Planning LLC 4
Bennett Associates Wealth Management 4
Wealth Advisors, Inc. 4
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 4
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 4
Fiduciary Management Associates Llc 4
Gallagher Capital Advisors, LLC 4
Axis Wealth Partners, LLC 4
Novus Advisors, Llc 4
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 4
Triune Financial Partners, LLC 4
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 4
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares 4
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A 4
TCW ETF Trust - TCW Flexible Income ETF 4
Alessandra Capital Management, LLC 4
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 4
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A 4
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 4
Iliad Research & Trading, L.P. 4
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class 4
Afg Fiduciary Services Limited Partnership 4
Buckley Capital Advisors, LLC 4
Hawkins Capital L.P. 4
Wernau Asset Management Inc. 4
Wells Financial Advisors INC 4
Mcmorgan & Co Llc 4
Veratis Advisors, Inc. 4
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I 4
Novak & Powell Financial Services, Inc. 4
Kingsbrook Partners Lp 4
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 4
JFL Capital Management, LLC 4
EQ ADVISORS TRUST - EQ/Ivy Science and Technology Portfolio Class IB 4
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 4
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 4
Semper Augustus Investments Group Llc 4
Clayton Partners LLC 4
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF 4
Insight Folios Inc 4
Vis Vires Group, Inc. 4
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A 4
Graham & Dodd Fund, Llc 4
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 4
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 4
F/M Funds Trust - F/m Investments Large Cap Focused Fund Institutional Class Shares 4
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 4
VSL - ETF Series Solutions - Volshares Large Cap ETF 4
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 4
Prism Advisors, Inc. 4
Counterweight Ventures, LLC 4
Baker Boyer National Bank 4
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 4
LifeGoal Wealth Advisors 4
Curtis Advisory Group, LLC 4
CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald International Equity Fund Institutional Class 4
Odey Holdings Ltd 4
CF Woodford Equity Income Fund 4
Zeit Capital LLC 4
Jackson Credit Opportunities Fund 4
Feinberg Larry N 4
blooom, inc. 4
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF 4
Sovarnum Capital L.p. 4
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 4
Drum Hill Capital, LLC 4
Forty4 Asset Management LLC 4
Codex Capital Asset Management L.L.C. 4
Gentry Private Wealth, Llc 4
Compass Planning Associates Inc 4
Devon Park Associates, LLC 4
Derby & Company, Inc 4
Prescott General Partners LLC 4
Clarity Wealth Advisors, LLC 4
Long Wharf Investors, Inc. 4
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 4
5T Wealth, LLC 4
Eagle Growth & Income Opportunities Fund 4
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 4
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 4
Access Industries Management, Llc 4
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2 4
Viewpoint Investment Partners Corp 4
Clear Rock Advisors, LLC 4
Oaktop Capital Management Ii, L.p. 4
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 4
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H 4
Partners Group Private Equity (master Fund), Llc 4
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 4
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 4
Tribridge Partners Financial LLC 4
BlackRock Portfolio Management LLC 4
Clarion Wealth Managment Partners, LLC 4
Thryve Wealth Management Llc 4
Oppenheimer Capital Income Fund 4
WCHN - WisdomTree Trust - WisdomTree ICBCCS S&P China 500 Fund N/A 4
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 4
Arwa Llc 4
Perseverance Asset Management International 4
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF 4
Actiam N.v. 4
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A 4
Kerusso Capital Management LLC 4
Oppenheimer Global Strategic Income Fund 4
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 4
Blackcrane Capital, Llc 4
Beaconlight Capital, Llc 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
Firsthand Capital Management, Inc. 4
FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF 4
TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class 4
Nokomis Capital, L.L.C. 4
Brenner West Capital Advisors, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 4
Alexandria Real Estate Equities, Inc. 4
Milestones Private Investment Advisors LLC 4
Western Asset/claymore Inflation-linked Securities & Income Fund 4
Highlander Partners, L.P. 4
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 4
Spectrum Wealth Advisory Group, LLC 4
Mass General Brigham, Inc 4
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 4
Hi-Line Capital Management, LLC 4
RP Investment Advisors LP 4
Kooman & Associates 4
Mpam Credit Trading Partners L.p. 4
HICIX - Advisors' Inner Circle Fund II - Hancock Horizon International Small Cap Fund Institutional Class 4
Oppenheimer Limited-term Bond Fund 4
RFTDX - Ranger Funds Investment Trust - Ranger Quest For Income And Growth Fund Investor Class 4
COGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Global Growth Fund Class A 4
TIER - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity Research ETF 4
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 4
Union Bancaire Privee Asset Management LLC 4
First Trust Senior Floating Rate Income Fund Ii 4
Pinpoint Asset Management (Singapore) Pte. Ltd. 4
Palacios Wealth Management, LLC 4
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 4
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 4
BancFirst Trust & Investment Management 4
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 4
Evexia Wealth Llc 4
Integrated Wealth Management 4
Boxwood Ventures, Inc. 4
Black River Asset Management LLC 4
Curran Financial Partners, LLC 4
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 4
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 4
RNIN - EA Series Trust - Bushido Capital US SMID Cap Equity ETF 4
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF 4
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 4
Park Capital Management, LLC / WI 4
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 4
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 4
Western Asset/claymore Inflation-linked Opportunities & Income Fund 4
Willow Creek Wealth Management Inc. 4
Red Mountain Financial, LLC 4
Sanchez Wealth Management Group 4
New Enterprise Associates 10 L P 4
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 4
Eshelman Fredric N 4
CPA Asset Management LLC 4
LCOW - Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 4
Market Street Wealth Management Advisors Llc 4
Steele Capital Management, Inc. 4
Waterford Advisors, LLC 4
Vanguard Chester Funds 4
Mfg Wealth Management, Inc. 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
Venrock Associates Iv L P 4
Meadowbrook Wealth Management, LLC 4
WCG Management, L.P. 4
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II 4
HT Partners LLC 4
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 4
Schwerin Boyle Capital Management Inc 4
QV Investors Inc. 4
Virtus Total Return Fund Inc. 4
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class 4
Maxi Investments CY Ltd 4
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 4
Quantum Capital Management, LLC / NJ 4
Two Roads Shared Trust - Conductor Global Equity Value ETF 4
PPM Funds - PPM Large Cap Value Fund (Inst) 4
Bullseye Investment Management, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 4
Skyline Advisors, Inc. 4
Hoge Financial Services, Llc 4
Collier Financial 4
Martel Wealth Advisors Inc 4
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 4
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares 4
MKP Capital Management, L.L.C. 4
Mcglinn Capital Management Inc 4
Shariaportfolio, Inc. 4
Ariston Services Group 4
Dendur Capital Lp 4
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 4
Allianz Life Insurance Co Of North America 4
Darden Wealth Group Inc 4
Cai Capital Management, Inc. 4
Tmd & Associates, Inc 4
Providence Financial Advisors, LLC 4
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 4
UPRIGHT INVESTMENTS TRUST - Upright Assets Allocation Plus Fund 4
Yoder Wealth Management, Inc. 4
Wealthcare Capital Partners, LLC 4
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 4
Western Asset Global Partners Income Fund Inc. 4
Alpha Zero LLC 4
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 4
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 4
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 4
Alpha Advisors, LLC/VA 4
Third Rock Ventures III, L.P. 4
HSBC FUNDS - HSBC High Yield Fund Class A 4
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 4
Panoramic Capital Partners, LLC 4
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 4
Western Asset Managed High Income Fund Inc. 4
Hc Financial Advisors, Inc. 4
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 4
New Enterprise Associates 17, L.P. 4
Geier Asset Management, Inc. 4
Tnf Llc 4
Key Square Capital Management LLC 4
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class 4
Bright Rock Capital Management, Llc 4
Shannon River Fund Management LLC 4
Bradley Mark J. 4
Wilsey Asset Management Inc 4
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 4
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 4
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 4
GreatBanc Trust CO 4
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 4
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 4
HRIRX - HARBOR FUNDS - Harbor Robeco International Conservative Equities Fund Retirement Class 4
Michael S. Ryan, Inc. 4
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
Gv 2016, L.p. 4
RWQ Financial Management Services, Inc. 4
LVZ Advisors, Inc. 4
Lo Andrew 4
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 4
RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund 4
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 4
Blossom Wealth Management 4
Nuveen Equity Premium Opportunity Fund 4
Crestone Asset Management LLC 4
Tillar-Wenstrup Advisors, LLC 4
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 4
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 4
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 4
TRH Financial, LLC 4
Flood Gamble Associates Inc 4
Fogel Capital Management, Inc. 4
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 4
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 4
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 4
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 4
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 4
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 4
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 4
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 4
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 4
KOKUSAI Asset Management Co., Ltd. 4
Compass Rose Asset Management, LP 4
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF 4
Clear Trail Advisors, LLC 4
Duggan Robert W 4
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 4
FDSAX - SUNAMERICA SERIES, INC. - AIG Focused Dividend Strategy Fund Class A 4
Cedarwood Wealth LLC 4
Mirabaud Asset Management (France) SAS 4
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 4
Relaxing Retirement Coach 4
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 4
MOR Wealth Management, LLC 4
Concorde Financial Corp 4
Smith Capital Management Inc /ar/adv 4
Grand Central Investment Group 4
Fingerlakes Wealth Management, Inc. 4
Coliseum Capital Management, LLC 4
Cornerstone Wealth, LLC/TN 4
Oppenheimer Emerging Markets Innovators Fund 4
BHR Capital LLC 4
Etesian Wealth Advisors, Inc. 4
UPWD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Social Advancement ETF 4
Chatterton & Associates Inc. 4
Legacy Capital Wealth Management, Llc 4
del Rey Global Investors, LLC 4
Harold Davidson & Associates Inc. 4
Buffalo Business & Estate Services Ltd 4
LifePlan Financial, LLC 4
Robinhood Asset Management, LLC 4
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 4
Chautauqua Capital Management 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 4
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 4
AMIDEX FUNDS INC - Amidex35 Israel Mutual Fund Class A 4
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 4
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 4
UPUPX - UPRIGHT INVESTMENTS TRUST - Upright Growth Fund 4
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 4
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 4
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 4
Scepter Holdings, Inc. 4
Kelsey Financial, LLC 4
BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I 4
Whelan Financial 4
Streeterville Capital LLC 4
Impact Asset Management GmbH 4
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 4
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 4
Third Rock Ventures II, L.P. 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 4
Farmer Steven Patrick 4
Ronit Capital LLP 4
Emprise Bank 4
Noven Financial Group, Inc. 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 4
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 4
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A 4
CapitalatWork S.A. 4
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 4
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A 4
PTSCX - Forward Funds - Salient International Small Cap Fund Institutional Class 4
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 4
Watchman Group, Inc. 4
Panoramic Investment Advisors, Llc 4
Financial Plan, Inc. 4
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 4
Eagle Capital Management, LLC 4
Nantahala Capital Partners Limited Partnership 4
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 4
Dfa Investment Trust Co - The United Kingdom Small Company Series 4
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 4
Puissance Capital Management LP 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 4
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 4
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A 4
TRANSAMERICA SERIES TRUST - Transamerica Jennison Growth VP Initial 4
Roche Finance Ltd 4
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 4
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 4
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 4
Spdr Dow Jones Industrial Average Etf Trust 4
Bow Street, Llc 4
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A 4
Steben Alternative Investment Funds 4
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 4
Rooted Wealth Advisors, Inc. 4
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund 4
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
Flavin Financial Services, Inc. 4
Ponoi Management, LLC 4
Foguth Wealth Management, LLC. 4
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A 4
Ponoi II Management, LLC 4
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 4
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 4
Pursuit Wealth Strategies, Llc 4
Longview Financial Advisors, Inc. 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 4
Carlyle AlpInvest Private Markets Fund 4
Welch Financial Planning, LLC 4
Financial Advisory Partners, Llc 4
Oppenheimer Rising Dividends Fund 4
Sofinnova Capital Vi Fcpr 4
TAGStone Capital, Inc. 4
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares 4
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class 4
Crescent Park Management, L.P. 4
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 4
Merrithew & Thorsten Inc 4
Lighthouse Financial Services Inc /adv 4
TCFG Investment Advisors, LLC 4
CCOR - Listed Funds Trust - Core Alternative ETF 4
Marathon Asset Mgmt Ltd 4
Brentview Investment Management LLC 4
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 4
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 4
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 4
ABEQ - Unified Series Trust - Absolute Core Strategy Etf 4
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 4
Aberdeen Funds - Aberdeen Income Builder Fund Class A 4
Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class I 4
Nuveen Flexible Investment Income Fund 4
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 4
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 4
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 4
Socorro Asset Management LP 4
WHI TRUST Co LLC 4
BUNRX - BULLFINCH FUND INC - Unrestricted Series 4
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 4
Josh Arnold Investment Consultant, Llc 4
Tyndall Capital Partners L P 4
Harborview Advisors, LLC 4
Akanthos Capital Management Llc 4
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 4
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 4
Guardian Capital, LLC 4
Capital Planning LLC 4
Ligand Pharmaceuticals Inc 4
Safir Wealth Advisors, LLC 4
Dominguez Wealth Management Solutions, Inc. 4
Longitude Capital Partners, LLC 4
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 4
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 4
Gambit Capital Management, LLC 4
First Sabrepoint Capital Management Lp 4
MEFOX - Ultimus Managers Trust - Meehan Focus Fund 4
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF 4
PACIFIC SELECT FUND - International Growth Portfolio Class P 4
Canaan X L.p. 4
Copperleaf Capital, LLC 4
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 4
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 4
Metatron Capital SICAV plc 4
Kinsight, LLC 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
Serenity Investment Advisors 4
Leonard Green & Partners, L.P. 4
Column Group Ii, Lp 4
Nextech V Oncology S.C.S., SICAV-SIF 4
Pershing Square Capital Management, L.P. 4
Ramsey Asset Management 4
Hammer Asset Management, LLC 4
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 4
Ptm Wealth Management, Llc 4
Philadelphia Investment Partners New Generation Fund 4
BlackRock ETF Trust - BlackRock Large Cap Value ETF 4
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 4
Marathon Asset Management Lp 4
M3 Wealth Management, LLC 4
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 4
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 4
Capstone Wealth Management Group LLC 4
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 4
Royal Palms Capital LLC 4
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 4
J Hagan Capital, Inc. 4
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y 4
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 4
Blueline Advisors Llc 4
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 4
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 4
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 4
Memorial Sloan-Kettering Cancer Center 4
Ergawealth Advisors, Inc. 4
BlueSky Wealth Advisors, LLC 4
Hillcrest Wealth Advisors - NY, LLC 4
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 4
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 4
Touchstone Capital, Inc. 4
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 4
Causey Wealth LLC 4
Foresight Wealth Management, LLC 4
Blackrock Defined Opportunity Credit Trust 4
Carl Stuart Investment Advisor, Inc 4
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 4
Shepherd Street Advisors LLC 4
Byrne Financial Freedom, Llc 4
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 4
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 4
RMBPX - RMB INVESTORS TRUST - RMB Japan Fund Class I 4
MCSMX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA SMALL COMPANIES FUND Investor Class Shares 4
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 4
Essex Private Wealth Management, LLC 4
Wechter Feldman Wealth Management, Inc. 4
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 4
Lasry Marc 4
University Of Chicago 4
Peavine Capital, Llc 4
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 4
Euro Pacific Asset Management, LLC 4
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 4
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF 4
ESSIX - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock Fund Class I Shares 4
Planning Center, Inc. 4
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 4
UDI - USCF ETF Trust - USCF Dividend Income Fund 4
MRCap LP 4
Crede CG II, Ltd. 4
Value Investment Professionals, LLC 4
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 4
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares 4
Hilltop Wealth Advisors, Llc 4
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 4
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 4
Braeburn Wealth Management LLC 4
Entelevest, LLC 4
Pioneer Series Trust I 4
SHM - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 4
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 4
Capital Financial Group Inc\co\ /adv 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard 4
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 4
Richelieu Gestion PLC 4
MSF Capital, LLC 4
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 4
Ruggiero Investments, Inc. 4
Hill Island Financial Llc 4
Arthur Zaske & Associates, LLC 4
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 4
Pullen Investment Management, LLC 4
Gai Agility Income Fund 4
Merlin BioMed Private Equity Advisors, L.L.C. 4
Wagner Wealth Management, Corp 4
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class 4
Zeal Asset Management Ltd 4
Lane Brothers & Co Inc 4
Balance Wealth, LLC 4
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 4
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF 4
Mittelman Wealth Management 4
Versant Venture Capital VI, L.P. 4
TRB Advisors LP 4
Chou America Mutual Funds 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 4
Windmill Hill Asset Management Ltd 4
Total Wealth Planning, Llc 4
5AM Ventures V, L.P. 4
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 4
Austin Wealth Management, LLC 4
Stewart West Indies Trading Co., Ltd 4
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund 4
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 4
Clg Llc 4
ADAR1 Partners, LP 4
Plotkin Financial Advisors, LLC 4
Nuveen Multi-market Income Fund 4
Tamar Securities, LLC 4
Oppenheimer Master Loan Fund, Llc 4
De Lisle Partners LLP 4
Appaloosa Management Lp 4
Mountain Lake Investment Management LLC 4
Eclectica Asset Management LLP 4
Gabelli Nextshares Trust 4
Websterrogers Financial Advisors, Llc 4
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 4
Bright Financial Advisors, Inc. 4
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 4
Schiavi & Co LLC 4
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 4
Nuveen High Income 2023 Target Term Fund 4
Par Capital Management Inc 4
Dechtman Wealth Management, LLC 4
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 4
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class 4
Cruiser Capital Advisors, Llc 4
Silver Oak Advisory Group, Inc. 4
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
Column Group L P 4
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 4
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares 4
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 4
Financial Planning & Information Services, Inc. 4
CBLS - Elevation Series Trust - Clough Hedged Equity ETF 4
MINV - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Innovators Active ETF 4
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 4
Banyan Capital Management, Inc. 4
Centerbridge Partners, L.P. 4
Financial Strategies Group, Inc. 4
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF 4
Safe Harbor Wealth Advisors, LLC 4
Velanne Asset Management Ltd 4
Ziff Brothers Investments, L.L.C. 4
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 4
Sprucegrove Investment Management Ltd 4
Repertoire Partners LP 4
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 4
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 4
Mader & Shannon Wealth Management, Inc. 4
Cohen & Co Financial Management, LLC 4
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 4
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 4
LifePlan Investment Advisors, Inc. 4
Clear Street Derivatives LLC 4
Investment Insight Wealth Management, LLC 4
Harber Asset Management Llc 4
Jacksonville Wealth Management, LLC 4
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 4
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 4
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund 4
Concentrum Wealth Management 4
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 4
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 4
Forsakringsaktiebolaget Avanza Pension 4
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 4
SkyBridge Capital II, LLC 4
Alger Associates Inc 4
Continuum Wealth Advisors, Llc 3
Franklin BSP Private Credit Fund 3
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 3
Flagstone Financial Management 3
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 3
Ratio Wealth Group 3
Legacy Wealth Management, Inc 3
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
UNITED THERAPEUTICS Corp 3
Central Securities Corp 3
Reilly Herbert Faulkner III 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 3
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 3
Hartford Funds Nextshares Trust 3
RobecoSam USA, Inc. 3
Alpha Financial Advisors, LLC 3
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 3
Roof Advisory Group, Inc. 3
Otter Creek Management Inc 3
DIP - ETF Series Solutions - BTD Capital Fund 3
O'Connor Alternative Investments LLC 3
Anthion Management, Llc 3
KilterHowling LLC 3
Stanley Capital Management, LLC 3
Delphi Management Partners VIII, L.L.C. 3
Trinity Street Asset Management LLP 3
Harvest Investment Advisors, LLC 3
Vawter Financial, Ltd. 3
Nuveen Municipal Credit Opportunities Fund 3
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Mondrian International Value Fund Standard Class 3
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF 3
PIMCO Energy & Tactical Credit Opportunities Fund 3
R.H. Dinel Investment Counsel, Inc. 3
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 3
Foothills Asset Management, Ltd. 3
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 3
Invictus Private Wealth, Llc 3
Exor Capital LLP 3
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 3
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF 3
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 3
Chartist Inc /ca/ 3
Tema ETF Trust - Tema Monopolies and Oligopolies ETF 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 3
Legacy Financial Independent Advisors Llc 3
TGFTX - TCW FUNDS INC - TCW Artificial Intelligence Equity Fund Class I 3
Hill Investment Group Partners, LLC 3
TGICX - TCW FUNDS INC - TCW International Small Cap Fund Class I 3
Rit Capital Partners Plc 3
Northeast Financial Group, Inc. 3
Verde Capital Management 3
Lunt Capital Management, Inc. 3
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 3
Scopus Asset Management, L.p. 3
Fidelity Multi-Strategy Credit Fund 3
NFC Investments, LLC 3
Boardman Bay Capital Management Llc 3
TL Private Wealth 3
AIFG Consultants Ltd. 3
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 3
Calamos Aksia Alternative Credit & Income Fund 3
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 3
Edinburgh Partners Ltd 3
Polaris Venture Management Co IV LLC 3
Broadwood Capital Inc 3
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 3
Constant Guidance Financial LLC 3
Ocean Endowment Partners, LLC 3
Invesco Private Capital, Inc. 3
Stewardship Advisors, LLC 3
Huff W R Asset Management Co Llc /de/ 3
Lsp Investment Advisors, Llc 3
Tema ETF Trust - Tema Global Royalties ETF 3
Pacific Financial Group Inc 3
Entrustpermal Partners Offshore Lp 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 3
New Century Advisors, LLC 3
Marque Millennium Capital Management Lcc 3
Heathbridge Capital Management Ltd. 3
Blackthorn Investment Group Llc 3
Savoie Capital LLC 3
Kampmann Melissa S. 3
Probabilities Fund Management, LLC 3
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 3
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 3
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 3
S.H.N. Financial Investments Ltd. 3
Top Ace Asset Management Ltd 3
FundVantage Trust - Polen Growth & Income Fund Institutional Class 3
Invus Financial Advisors, LLC 3
BlackRock ETF Trust - BlackRock Large Cap Core ETF 3
Newport Wealth Strategies, Inc. 3
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF 3
Decker Wealth Management LLC 3
Scale Management, LLC 3
Eldred Rock Partners, LLC 3
Latash Investments, LLC 3
Cerrano Capital Management Lp 3
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF 3
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF 3
Equity Investment Corp/ga 3
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF 3
Pappas Capital, Llc 3
NBCE - Neuberger Berman ETF Trust - Neuberger Berman China Equity ETF 3
GGLCX - Gamco Global Series Funds, Inc - Gabelli International Small Cap Fund Class C 3
Dupree Financial Group, LLC 3
Fonville Wealth Management LLC 3
Egerton Capital (UK) LLP 3
Samara Investment Management, LLC 3
Silchester International Investors LLP 3
Berry Wealth Group, LP 3
Solutions 4 Wealth, Ltd 3
Power Wealth Management Llc 3
Balanced Wealth Group Llc 3
WuXi AppTec Co., Ltd. 3
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A 3
Tieton Capital Management, LLC 3
Farrow Financial Inc. 3
Key Colony Management, LLC 3
Folketrygdfondet 3
Anthracite Investment Company, Inc. 3
Bill & Melinda Gates Foundation 3
FMA Wealth Management, LLC 3
Valueworks Llc 3
CAP Partners, LLC 3
Martin Capital Management Llc 3
Armstrong Shaw Associates Inc/ct 3
Hansen & Associates Financial Group, Inc. 3
Maxwell Wealth Strategies Inc. 3
Ehrlich Financial Group 3
DVY - iSHARES TRUST - iShares Select Dividend ETF 3
Balanced Rock Investment Advisor 3
Gordian Advisors LLC 3
Eaton-Cambridge Inc. 3
Manning Paul B 3
Sollinda Capital Management LLC 3
Tarsadia Capital, LLC 3
Findell Capital Management Llc 3
Trv Gp Ii, Llc 3
Vanguard Advisers Inc 3
Foresight Group Ltd Liability Partnership 3
Greystone Investment Management Llc 3
Lubar & Co., Inc 3
FF Advisors,LLC 3
KKM Financial LLC 3
Jordan Park Group LLC 3
Evercore Trust Company, N.A. 3
ACR Alpine Capital Research, LLC 3
MSA Advisors, LLC 3
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 3
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund 3
Napa Wealth Management 3
BINV - 2023 ETF Series Trust - Brandes International ETF 3
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 3
WSCAX - WANGER ADVISORS TRUST - Wanger International 3
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 3
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 3
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares 3
Pacific Heights Asset Management Llc 3
USRD - Themes ETF Trust - Themes US R&D Champions ETF 3
KNGS - Roundhill ETF Trust - Roundhill S&P Dividend Monarchs ETF 3
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 3
Private Wealth Strategies, L.L.C. 3
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 3
Cincinnati Casualty Co 3
Mirova US LLC 3
McNaughton Wealth Management, LLC 3
Bush Odonnell Investment Advisors Inc 3
True Vision MN LLC 3
Golden Road Advisors Llc 3
Ai Financial Services Llc 3
Stordahl Capital Management, Inc. 3
Family Wealth Partners, Llc 3
Sequoia Wealth Management, Llc 3
Forest Hill Capital, LLC 3
Versant Affiliates Fund II-A, LP 3
VTEI - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Bond ETF ETF Shares 3
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 3
Steel Partners Holdings L.p. 3
Diversified Investment Strategies, LLC 3
Lane & Associates LLC 3
Acorn Advisory Capital L.p. 3
Criteria Caixa, S.a.u. 3
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 3
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 3
PJIO - PGIM ETF TRUST - PGIM Jennison International Opportunities ETF 3
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 3
Summit Capital Management Llc 3
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF 3
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 3
New Insight Wealth Advisors 3
Councilmark Asset Management, LLC 3
Twin City Private Wealth, Llc 3
Envoi LLC 3
Matthew 25 Management Corp 3
CNRGX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Short Term Emerging Markets Debt Fund Class Y 3
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 3
Sessa Capital (Master), L.P. 3
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 3
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 3
DELAWARE VIP TRUST - Delaware VIP International Series Standard 3
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 3
Blackrock Cori Funds 3
Amplify ETF Trust - Amplify Alternative Harvest ETF 3
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 3
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 3
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R 3
OMC Financial Services LTD 3
GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class 3
KEAT - EA Series Trust - Keating Active ETF 3
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
Kalmar Pooled Investment Trust 3
Alumni Capital LP 3
Killen Group Inc 3
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 3
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF 3
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 3
Bernzott Capital Advisors 3
Mirabaud Asset Management Ltd 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 3
Christensen, King & Associates Investment Services, Inc. 3
Hays Series Trust 3
Vestia Personal Wealth Advisors 3
Strong Retirement Solutions LLC 3
Packer Paul 3
LightSquare Wealth Management, LLC 3
Common Fund For Nonprofit Organizations 3
Quaker Bio Ventures Lp 3
GG Group Ventures, LLC 3
Clifton Park Capital Management, Llc 3
First Trust Portfolios Lp 3
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF 3
Psg Capital Management Trust 3
RVER - Advisor Managed Portfolios - Trenchless Fund ETF 3
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 3
FSGJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Global ex U.S. Low Volatility Index Fund 3
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 3
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z 3
IBDZ - iSHARES TRUST - iShares iBonds Dec 2034 Term Corporate ETF 3
Gemini Master Fund Ltd 3
Must Asset Management Inc. 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF 3
Keeler & Nadler Financial Planning & Wealth Management 3
Wealth Intelligence, LLC 3
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF 3
Impala Asset Management LLC 3
GFFIX - Gator Series Trust - Gator Financial Fund 3
Tompkins Mark N. 3
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 3
NYSAX - NYSA SERIES TRUST - NYSA Fund 3
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3
Commerce Advisors, LLC 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
Black Creek Investment Management Inc. 3
Lind Global Macro Fund LP 3
Jim Saulnier & Associates, Llc 3
Sofinnova Partners SAS 3
Deutsche High Income Opportunities Fund, Inc. 3
BIECX - Datum One Series Trust - BRANDES INTERNATIONAL EQUITY FUND Class C 3
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 3
Kylin Management LLC 3
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity 3
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 3
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB 3
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares 3
Brio Capital Master Fund Ltd. 3
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IB 3
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 3
Lvp Life Science Ventures Iii L.p. 3
Andrews Advisory Associates, LLC 3
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A 3
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF 3
Archon Capital Management LLC 3
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF 3
Regals Capital Management Lp 3
Persium Advisors, LLC 3
Dale Q Rice Investment Management Ltd 3
RoundAngle Advisors LLC 3
Orbis Investment Management Ltd 3
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF 3
Blackstone Holdings I/II GP L.L.C. 3
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF 3
DIV - Global X Funds - Global X SuperDividend U.S. ETF 3
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 3
Guggenheim Energy & Income Fund 3
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 3
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 3
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 3
Level Wealth Management LLC 3
Oregon Pacific Wealth Management, LLC 3
Endicott Management Co 3
Morgan Stanley Income Securities Inc 3
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF 3
Jericho Financial, Llp 3
Centerline Wealth Advisors, LLC 3
Jnl Variable Fund Llc - Jnl/mellon Dow Index Fund (a) 3
Brookfield Public Securities Group LLC 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
Figure 8 Investment Strategies Llc 3
Vivo Ventures V, LLC 3
Next Level Wealth Planning, LLC 3
Puff Wealth Management, Llc 3
Pope Asset Management, Llc 3
Grove Street Fiduciary, LLC 3
Dahring | Cusmano Llc 3
Variant Private Wealth, LLC 3
St. Nicholas Private Asset Management, Inc 3
LongView Asset Management LLC 3
Daner Wealth Management, LLC 3
Impact Investors, Inc 3
Madison Scottsdale, LC 3
Tvm V Life Science Ventures Gmbh & Co Kg 3
Merit Investment Management, LLC 3
BlueStem Wealth Partners, LLC 3
Kelly Financial Group Llc 3
Bedlam Asset Management plc 3
Raven Rock Credit Master Fund L.P. 3
Pillar Financial Advisors, LLC 3
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 3
Wealth High Governance Capital Ltda 3
Warburton Capital Management, LLC 3
Atlanta Financial Associates Llc /adv 3
Croban 3
GIC Private Ltd 3
Integras Partners LLC 3
HMV Wealth Advisors, LLC 3
Mallini Complete Financial Planning LLC 3
First Financial Group Corp 3
Sycale Advisors (NY) LLC 3
BIOS Capital Management, LP 3
Versant Venture Capital III, L.P. 3
Haven Capital Group, Inc. 3
Gutierrez Wealth Advisory, LLC 3
Southpaw Asset Management LP 3
Foundation Wealth Management, LLC\PA 3
Austin Josiah T 3
Momentous Wealth Management, Inc. 3
Tepp RIA, LLC 3
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 3
Novo Nordisk A S 3
Apple Tree Partners Ii Lp 3
Climber Capital SA 3
Yoffe Investment Management, LLC 3
Astra Wealth Partners LLC 3
Martin Worley Group 3
Pamalican Asset Management Ltd 3
Pilgrim Partners Asia Pte Ltd 3
Nutshell Asset Management Ltd 3
Deutsche Global High Income Fund, Inc. 3
Straightline Group Llc 3
Hobbs Wealth Management, LLC 3
Broyhill Asset Management 3
Defined Financial Planning LLC 3
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 3
Kane Investment Management, Inc. 3
Sixth Street Partners Management Company, L.P. 3
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class 3
Henssler Funds Inc 3
Guilbault Capital LLC 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
Growth Equity Opportunities Fund III, LLC 3
Collar Capital Management, LLC 3
Rho Ventures V, L.P. 3
Epiphany Funds 3
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 3
Asia Tigers Fund Inc 3
SALT Holding Corp. 3
Healthcare Ventures Vii Lp 3
MYIFX - MONETTA TRUST - Monetta Core Growth Fund 3
Cypress Advisory Group LLC 3
Longwood Fund II, L.P. 3
Headland Capital, LLC 3
KfW 3
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 3
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund 3
BIP Alliance, LLC 3
Helium Advisors LLC 3
Devon Park Bioventures Lp 3
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 3
Federated Mdt Large Cap Value Fund 3
Oppenheimer Global Multi-asset Income Fund 3
RedJay Asset Management Inc. 3
Challenger Wealth Management 3
Liberty Square Wealth Partners Llc 3
Wilkins Miller Wealth Management, LLC 3
LKEQX - LKCM Funds - LKCM Equity Fund 3
BAFJX - Brown Advisory Funds - Brown Advisory - WMC Japan Equity Fund Institutional Shares 3
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 3
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF 3
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund 3
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF 3
Index Venture Associates III Ltd 3
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 3
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 3
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 3
Kryger Capital LLC 3
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 3
DIET - ETF Series Solutions - Defiance Next Gen Food & Agriculture ETF 3
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares 3
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 3
General Pension Society PZU Joint Stock Co 3
Campbell Deegan Wealth Management, LLC 3
CALEX - CUTLER TRUST - Cutler Equity Fund 3
Thoma Capital Management LLC 3
TCW ETF Trust - TCW High Yield Bond ETF 3
TCW ETF Trust - TCW Multisector Credit Income ETF 3
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3 3
Abingworth Management LTD 3
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF 3
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF 3
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 3
Cooper Investors Pty Ltd 3
Dynamic Financial Group 3
Oaktree Capital Group, LLC 3
Kagan Cocozza Asset Management 3
ICNCX - ICON FUNDS - ICON Fund Class C 3
IOECX - ICON FUNDS - ICON Equity Income Fund Class C 3
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C 3
BVAL - ETF Series Solutions - Brand Value ETF 3
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 3
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 3
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 3
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 3
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 3
Nicholson Meyer Capital Management, Inc. 3
GROZ - Zacks Trust - Zacks Focus Growth ETF 3
IMOM - Alpha Architect ETF Trust - Alpha Architect International Quantitative Momentum ETF 3
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 3
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 3
Kingsman Wealth Management, Inc. 3
Aspen Capital Management, LLC 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 3
Aisling Capital II LP 3
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I 3
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 3
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares 3
Svlsf Iv, Llc 3
Sj Strategic Investments Llc 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
Roumell Asset Management, LLC 3
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares 3
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF 3
BSLNX - Managed Portfolio Series - Smith Group Large Cap Core Growth Fund Investor Class Shares 3
Legacy Advisory Services, LLC 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 3
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 3
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares 3
Elliott Associates, L.P. 3
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
IEMSX - NORTHERN LIGHTS FUND TRUST III - ABS Insights Emerging Markets Fund Super Institutional Class Shares 3
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 3
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 3
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y 3
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C 3
Victory Variable Insurance Funds II - Victory Pioneer High Yield VCT Portfolio Class II 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
GAINX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Dividend Builder Fund 3
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 3
Kondo Wealth Advisors, Inc. 3
DoubleLine Yield Opportunities Fund 3
Mpm Bioventures V, L.p. 3
5am Ventures Iii, L.p. 3
AdviceOne Advisory Services, LLC 3
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C 3
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF 3
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 3
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 3
Relative Value Partners, LLC 3
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 3
Goldman Sachs ETF Trust - Goldman Sachs India Equity ETF 3
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 3
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 3
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 3
Van Den Berg Management I, Inc 3
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares 3
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 3
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 3
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 3
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 3
Hutchinson Financial Advisors, INC 3
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 3
HealthCare Ventures VIII, L.P. 3
MDWDX - 360 Funds - Midwood Long/Short Equity Fund Institutional Class 3
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 3
Manchester Management Co Llc 3
Softbank Group Corp 3
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II 3
JACKSON VARIABLE SERIES TRUST - JNL/FAMCO Flex Core Covered Call Fund (A) 3
Oaktree Capital Group Holdings GP, LLC 3
Brauser Michael 3
Greywolf Capital Management LP 3
RBB FUND, INC. - SGI Enhanced Market Leaders ETF 3
Capital Group KKR Core Plus (plus) 3
Capital Group KKR Multi-Sector (plus) 3
Lincoln Alternative Strategies LLC 3
Cypress Capital Advisors, LLC 3
Stonebridge Wealth Management, LLC 3
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 3
Elevation Series Trust - The Opal Dividend Income ETF 3
Elevation Series Trust - TrueShares Active Yield ETF 3
Stark Wealth Management LLC 3
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 3
ESIGX - Ashmore Funds - Ashmore Emerging Markets Equity ESG Fund Institutional Class 3
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 3
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 3
ALRG - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Core ETF 3
AFAIX - ALGER FUNDS - Alger International Small Cap Fund Class A 3
AAAA - EA Series Trust - Amplius Aggressive Asset Allocation ETF 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Comstock Contrarian Equity ETF 3
TIIV - ETF Series Solutions - AAM Todd International Intrinsic Value ETF 3
QQWZ - Pacer Funds Trust - Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF 3
Gilbert Capital Group, Inc. 3
Rydar Equities, Inc. 3
First Trust Senior Floating Rate 2022 Target Term Fund 3
Delta Wealth Advisors LLC 3
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 3
Kw Wealth Management Llc 3
Deutsche Multi-market Income Trust 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class 3
Kassira Wealth Management LLC 3
WCLGX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES 3
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares 3
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II 3
Deutsche Strategic Income Trust 3
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 3
Alpine Fox Capital LLC 3
Sutter Hill Ventures 3
Virtue Asset Management Llc 3
William Mack & Associates, Inc. 3
Interwest Partners X Lp 3
Shkreli Martin 3
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 3
Discovery Group I, LLC 3
Asempa Wealth Advisors 3
Westview Management dba Westview Investment Advisors 3
Independence Wealth Advisors, LLC 3
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I 3
Oppenheimer International Growth Fund 3
Genesis Financial Group, LLC 3
Financial Planning Navigators CORP 3
HBE Wealth Management, LLC 3
Sensenig Capital Advisors, Inc 3
Dara Capital Us, Inc. 3
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A 3
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A 3
Forteris Wealth Management Inc. 3
Argo Wealth Advisory, LLC 3
Jones Kertz & Associates, Inc. 3
Michael Brady & Co., LLC 3
Breachway Investments LLC 3
StoryOne LLC 3
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 3
Clarus Lifesciences II, L.P. 3
Cadia Private Client LLC 3
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 3
Ktf Investments, Llc 3
Oppenheimer Global High Yield Fund 3
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A 3
KNG - ETF Series Solutions - CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF 3
Ballast Rock Private Wealth LLC 3
Peak Wealth Management LLC 3
Odyssey Capital Advisors, Inc. 3
Cdm Financial Counseling Services, Inc. 3
Wynnefield Partners Small Cap Value Lp I 3
Box Hill Private Wealth LLC 3
Henderson Brothers Financial Partners, LLC 3
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D 3
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 3
Palatine Hill Wealth Management, LLC 3
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 3
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 3
Petersen Hastings Wealth Advisors Inc. 3
Platform Wealth Management, LLC 3
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 3
MXXVX - Matthew 25 Fund - Matthew 25 Fund 3
SBHSX - Investment Managers Series Trust - Segall Bryant & Hamill International Small Cap Fund Class A 3
Omnitrust Wealth Management, Inc 3
Johnson Wealth Management, LLC 3
Prism Planning Partners LLC 3
ASO GROUP Ltd 3
Meiji Yasuda America Inc 3
Daybright Advisory Services, Inc. 3
Canaan VIII LP 3
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A 3
Southeastern Asset Management Inc/tn/ 3
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 3
Titan Investment Solutions Ltd 3
Celgene Corp /de/ 3
Granville Capital, Inc. 3
Clutterbuck Capital Management LLC 3
Fiera Capital Series Trust - FIERA CAPITAL EMERGING MARKETS FUND Investor Class 3
Lone Star Value Management LLC 3
Intercapital, Llc 3
Blue Jean Financial Llc 3
Wynnefield Partners Small Cap Value Lp 3
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 3
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares 3
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 3
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 3
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 3
LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares 3
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 3
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 3
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 3
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 3
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class 3
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 3
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund 3
RIOIX - RBC FUNDS TRUST - RBC International Opportunities Fund Class I 3
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 3
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares 3
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund 3
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 3
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF 3
ORDAX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS A 3
BGEHX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets Equities Fund Class 2 3
Profunds - Profund Vp Asia 30 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 3
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 3
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
WISNX - WILLIAM BLAIR FUNDS - William Blair International Small Cap Growth Fund Class N 3
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 3
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
GLCN - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC CSI 300 ETF 3
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 3
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II 3
VanEck VIP Trust - VanEck VIP Emerging Markets Fund Initial Class 3
GBFAX - VanEck Funds - Emerging Markets Fund Class A 3
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 3
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 3
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 3
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 3
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 3
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R 3
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares 3
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 3
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 3
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 3
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 3
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 3
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 3
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 3
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 3
FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund 3
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 3
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares 3
LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class 3
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 3
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 3
Milestone Advisory Partners 3
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 3
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 3
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 3
IQDAX - Trust for Advised Portfolios - Infinity Q Diversified Alpha Fund Investor Class 3
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 3
Bluestem Financial Advisors, Llc 3
CFIMX - Clipper Funds Trust - Clipper Funds Trust 3
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 3
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 3
Uziel Amir 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 3
WSCIX - Advisors' Inner Circle Fund - Westwood Strategic Convertibles Fund Institutional Shares 3
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 3
FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class 3
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 3
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 3
Mlp3, Llc 3
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 3
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I) 3
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 3
Templeton Dragon Fund Inc 3
First Trust Dynamic Europe Equity Income Fund 3
Olstein Funds 3
Western Asset Emerging Markets Debt Fund Inc. 3
Fenimore Asset Management Trust 3
EVBAX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Multisector Income Fund Class A 3
GPEOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Emerging Markets Opportunities Fund Investor Class 3
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 3
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 3
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class 3
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 3
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 3
Private Capital Management 3
TELEMUS BEACON INVESTMENT Co LLC 3
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class 3
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 3
Elan Corp Plc 3
Aster Investment Management Co Inc 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
PACIFIC SELECT FUND - International Value Portfolio Class I 3
INDY - iSHARES TRUST - iShares India 50 ETF 3
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF 3
Schindel Yair Chaim 3
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 3
FNGAX - FRANKLIN GLOBAL TRUST - Franklin International Growth Fund CLASS A 3
BBGNX - BBH Trust - BBH Global Core Select Class N Shares 3
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 3
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 3
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares 3
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 3
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class 3
DiPaolo Financial Group, Inc. 3
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 3
Advanced Series Trust - Ast Mfs Global Equity Portfolio 3
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 3
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 3
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A 3
WECCX - WELLS FARGO FUNDS TRUST - Wells Fargo Endeavor Select Fund Class C 3
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 3
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares 3
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 3
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 3
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 3
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H 3
TEMMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Small Cap Fund Class A 3
HSBC FUNDS - HSBC Strategic Income Fund Class A 3
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 3
ADVIX - Investment Managers Series Trust - Vaughan Nelson International Small Cap Fund Advisor Class 3
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 3
BISMX - BRANDES INVESTMENT TRUST - Brandes International Small Cap Equity Fund Class I 3
Nuveen Dow 30sm Dynamic Overwrite Fund 3
Oppenheimer Integrity Funds 3
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 3
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 3
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 3
New Germany Fund Inc 3
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 3
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 3
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 3
Deutsche Money Funds 3
MSOS - AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF 3
Foresite Capital Fund V, L.P. 3
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 3
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF 3
EMSQX - SCM Trust - Shelton Emerging Markets Fund Institutional Shares 3
Oppenheimer Corporate Bond Fund 3
Oppenheimer Main Street All Cap Fund 3
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 3
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
Ally Bridge MedAlpha Master Fund L.P. 3
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 3
Thiel Peter 3
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 3
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A 3
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 3
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 3
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 3
Jnl Series Trust - Jnl/franklin Templeton International Small Cap Fund (a) 3
Jnl Series Trust - Jnl/scout Unconstrained Bond Fund (a) 3
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 3
JNL SERIES TRUST - JNL/Vanguard International Fund (A) 3
UDPIX - Profunds - Ultradow 30 Profund Investor Class 3
Jnl Series Trust - Jnl/invesco China-india Fund (a) 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
Caliber Wealth Management, Llc 3
Templeton Emerging Markets Fund 3
Oppenheimer Main Street Funds 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
Lee Financial Group Hawaii, Inc. 3
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 3
Soundmark Wealth Management, Llc 3
CHB - Global X Funds - Global X China Biotech Innovation ETF 3
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 3
Citadel Investment Advisory, Inc. 3
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 3
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
Highland Associates Inc 3
Mhi Funds, Llc 3
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 3
Atlas Venture Associates IX, LLC 3
Sightline Wealth Advisors, LLC 3
VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A 3
LSP V Cooperatieve U.A. 3
Marble Bar Asset Management LLP 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
Doogan Declan 3
LSELECT - First Investors Life Series Funds - First Investors Life Series Select Growth Fund 3
Essetifin SPA 3
Mallinckrodt Plc 3
Ares Trading S.A. 3
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 3
TFSCX - TEMPLETON INSTITUTIONAL FUNDS - Foreign Smaller Companies Series Advisor Class 3
TMD Wealth Management, LLC 3
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 3
Wiser Wealth Management, Inc 3
Freed Investment Group 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
Oakwell Private Wealth Management, LLC 3
Strategic Equity Management 3
FICGX - First Investors Equity Funds - First Investors Select Growth Fund Class A 3
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 3
GenWealth Group, Inc. 3
SPWM Advisors LLC 3
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund 3
Fonds De Solidarite Des Travailleurs Du Quebec 3
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 3
Clearwave Capital, LLC 3
Orin Green Financial, LLC 3
Decision Investments, Inc 3
GSAIX - GOLDMAN SACHS TRUST - Goldman Sachs China Equity Fund Institutional 3
Plymouth Lane Capital Management, LLC 3
Quaero Capital S.A. 3
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares 3
Omega Fund VI, L.P. 3
Venator Management LLC 3
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 3
Keystone Wealth Partners 3
McGinn Investment Management, Inc. 3
GSAKX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Income Fund Class A 3
Wit, Llc 3
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 3
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 3
CR Group L.P. 3
Yarra Square Partners LP 3
Sumitomo Chemical Co., Ltd. 3
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 3
Nextech Vi Oncology Scsp 3
Valor Management LLC 3
Dong-a St Co., Ltd 3
Brosh Capital Partners L.p. 3
JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I 3
Vancity Investment Management Ltd 3
NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A 3
Bpifrance Sa 3
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 3
Amitell Capital Pte Ltd 3
Wolf Hill Capital Management, LP 3
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 3
Lumira Capital Investment Management Inc. 3
Sloy Dahl & Holst, LLC 3
WOGSX - Oak Associates Funds - White Oak Select Growth Fund 3
POGSX - Oak Associates Funds - Pin Oak Equity Fund 3
WC Walker & Associates, Inc. 3
Polaris Partners VII, L.P. 3
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A 3
Aspireon Wealth Advisors 3
EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I 3
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 3
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 3
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 3
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 3
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 3
CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Concentrated Equity Fund Institutional Class 3
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 3
Targeted Financial Services LLC 3
Absoluto Partners Gestao de Recursos Ltda 3
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I 3
Canaan XI L.P. 3
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares 3
Sapience Investments, LLC 3
Numen Capital LLP 3
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A 3
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 3
FNORX - FIDELITY INVESTMENT TRUST - Fidelity Nordic Fund 3
Blenheim Capital Management, BV 3
Hartree Partners, LP 3
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 3
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND 3
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 3
Sooch Mina 3
LuminArx Capital Management LP 3
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 3
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor 3
FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund 3
Blackstone Holdings II L.P. 3
Acas, Llc 3
Ceera Investments, Llc 3
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 3
Duke University 3
Cornerstone Retirement Group, Inc. 3
PENN SERIES FUNDS INC - Large Core Growth Fund 3
Opes Advisors Inc 3
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A 3
NWLEX - NATIONWIDE MUTUAL FUNDS - Nationwide Long/Short Equity Fund Class A 3
HCMAX - ALPS Series Trust - Hillman Value Fund 3
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 3
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF 3
Atlas Venture Associates IX, LLC 3
Mfs Intermarket Income Trust I 3
Hubbell Strickland Wealth Management, LLC 3
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 3
Worthington Financial Partners, LLC 3
Applied Capital LLC 3
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares 3
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 3
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 3
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF 3
Taylor Securities Services, Inc. 3
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class 3
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 3
Delphi Ventures Viii Lp 3
Skorpios Trust 3
Calvert Sage Fund 3
Appleton Funds 3
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class 3
Securian Funds Trust - SFT Ivy Growth Fund 3
Phase4 Partners Ltd 3
Atlas Venture Fund IX, L.P. 3
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial 3
Brown University 3
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial 3
Millburn Ridgefield Corp 3
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF 3
RiverTree Advisors, LLC 3
Bpv Family Of Funds 3
Klk Capital Management Llc 3
DC Funds, LP 3
New Silk Road Investment Pte Ltd 3
FS Global Credit Opportunities Fund 3
Motley Fool Funds Trust 3
Oneamerica Funds Inc 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
Western Asset Diversified Income Fund 3
UBS Oncology Impact Fund L.P. 3
Putnam High Yield Trust 3
Trieu Vuong 3
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 3
Titcomb Shawn 3
New England Guild Wealth Advisors, Inc. 3
J Arnold Wealth Management Co 3
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 3
Edmond De Rothschild (monaco) 3
Lavelle Capital Lp 3
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 3
FEDERATED CORE TRUST - Emerging Markets Core Fund 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
RSMSX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Small Cap Fund Class A 3
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 3
ARCH Venture Fund IX, L.P. 3
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 3
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 3
PZINX - ADVISORS SERIES TRUST - Pzena International Value Fund Institutional 3
DABAX - Delaware Group Global & International Funds - Delaware Global Value Fund Class A 3
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 3
Canaan Partners X LLC 3
Eddie Patel Inc 3
Newby Steven T 3
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I 3
Par Investment Partners Lp 3
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 3
PIMCO FUNDS - PIMCO Low Duration Portfolio 3
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares 3
Continental General Insurance Co 3
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 3
MEAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Fixed Income Opportunities Portfolio Class I 3
Investment Managers Series Trust II - Cannabis Growth ETF 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF 3
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF 3
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF 3
DUTCH ASSET Corp 3
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 3
Dopkins Wealth Management, Llc 3
Taylor & Morgan Wealth Management, LLC 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 3
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 3
Siphron Capital Management /ca/ 3
Scott Capital Advisors, LLC 3
Sanborn Kilcollin Partners Llc 3
Grey Owl Capital Management, LLC 3
AQGX - Starboard Investment Trust - AI Quality Growth ETF 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 3
Calypso Capital Management, LP 3
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 3
Trustees Of The University Of Pennsylvania 3
Bowman & Co S.C. 3
Fiduciary Asset Management Llc 3
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 3
TigerShark Management, LLC 3
Keystone Financial Services 3
Perennial Investment Partners LTD 3
Canaan Partners XI LLC 3
Phraction Management LLC 3
Droms Strauss Advisors Inc /mo/ /adv 3
St. James Investment Advisors, LLC 3
Forty-three Eighteen Advisors, LLC 3
Kearns & Associates LLC 3
Ferox Capital LLP 3
Boyd Wealth Management, LLC 3
Lehman Brothers Holdings Inc. 3
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 3
Lauterbach Financial Advisors, LLC 3
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 3
Account Management LLC 3
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 3
New Perspectives, Inc 3
Flagship Ventures Fund IV General Partner LLC 3
Prospect Capital Advisors, LLC 3
ARCH Venture Fund X, L.P. 3
Cortland Advisers Llc 3
Capitol Family Office, Inc. 3
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 3
SBB Research Group LLC 3
Crystal Rock Capital Management 3
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 3
Teramo Advisors, LLC 3
Albar Capital Ltd 3
MIG Capital, LLC 3
Eliot Finkel Investment Counsel, LLC 3
Harraden Circle Investments, LLC 3
Hutner Daniel Ellsworth 3
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 3
Vifor (International) Ltd 3
Paralel Advisors LLC 3
MY.Alpha Management HK Advisors Ltd 3
Pinnbrook Capital Management Lp 3
Springer Timothy A 3
Frontier Asset Management, LLC 3
VCGSX - VALIC Co I - Government Securities Fund 3
CALIFORNIA FIRST LEASING Corp 3
Members Advisory Group LLC 3
Kck Ltd. 3
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 3
Oakmont Corp 3
Eschler Asset Management LLP 3
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 3
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 3
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 3
Morgenthaler Management Partners IX, LLC 3
CTF Capital Management, LP 3
Index Venture Associates VI Ltd 3
SIG North Trading, ULC 3
TrueWealth Financial Partners 3
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 3
Claremont Financial Group, Inc. 3
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares 3
Union Investments & Development Ltd. 3
Greenvale Capital LLP 3
Johns Hopkins University 3
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A 3
Qiming U.S. Ventures Management, LLC 3
DDM - PROSHARES TRUST - ProShares Ultra Dow30 3
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30 3
5th Street Advisors, LLC 3
Carronade Capital Management, LP 3
Dragoneer Investment Group, LLC 3
Smith Partners Wealth Management, LLC 3
Kingstown Capital Management L.p. 3
Awm Capital, Llc 3
Athena Global Investors LLC 3
Dravo Bay Llc 3
Intelligent Financial Strategies 3
Forager Funds Management Pty Ltd 3
Centaur Capital Partners, L.P. 3
Yost Capital Management, L.L.C. 3
UNC Management Company, Inc. 3
Nitorum Capital, L.P. 3
Vernier Capital Partners, Lp 3
Financial Futures Ltd Liability Co. 3
Denver Wealth Management, Inc. 3
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares 3
Tappan Street Partners LLC 3
Channing Global Advisors, Llc 3
Interval Partners, LP 3
Scoria Capital Partners LP 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 3
EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I 3
McDonough Capital Management, Inc 3
Family CFO Inc 3
Wright Fund Managment, LLC 3
Rainsberger Wealth Advisors, Inc. 3
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 3
Lomas Capital Management, LLC 3
EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers 3
Logan Stone Capital, LLC 3
Hillview Capital Advisors, LLC 3
Thunderbird Partners Llp 3
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 3
Galibier Capital Management Ltd. 3
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF 3
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 3
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 3
Rudman Errol M 3
MGLBX - Marsico Investment Fund - Marsico Global Fund 3
MFOCX - Marsico Investment Fund - Marsico Focus Fund 3
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 3
Adams Natural Resources Fund, Inc. 3
Beigene, Ltd. 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
Prudence Asset Management Ltd 3
Domini Social Investments Llc 3
Giverny Capital Inc. 3
Doman Group, LLC 3
Merlin Capital LLC 3
Clay Northam Wealth Management, LLC 3
Peninsula Asset Management Inc 3
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 3
VISEX - VALIC Co II - International Opportunities Fund 3
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 3
JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class 3
Oldfield Partners LLP 3
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT International Equity Fund Class 2 3
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 3
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF 3
Flagship Ventures Fund IV, L.P. 3
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 3
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 3
Coury Firm Asset Management LLC 3
Fortune 45 LLC 3
Concord Asset Management Llc 3
Unify Financial Advisors 3
Mpm Bioventures Iii-qp L.p. 3
Atlas Venture Advisors, Inc. 3
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 3
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 3
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A 3
OFS Enterprise LLC 3
Incyte Corp 3
Geo Capital Gestora de Recursos Ltd 3
Walter Public Investments Inc. 3
Warner Financial, Inc 3
Asset Management Resources, LLC 3
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
Discovery Value Fund 3
Waller Financial Planning Group, Inc 3
VERITY Wealth Advisors 3
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A 3
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 3
Yorkville Capital Management, Llc 3
Hilltop Park Associates LLC 3
FOURPOINTS Investment Managers, S.A.S. 3
AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class 3
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 3
AltraVue Capital, LLC 3
Greylock Xii Gp Llc 3
DW Partners, LP 3
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 3
Benchmark Wealth Management, LLC 3
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF 3
Shellback Capital, LP 3
Titiun Yejiel 3
DELPX - DELAWARE POOLED TRUST - Macquarie Labor Select International Equity Portfolio DPT CLASS 3
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 3
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 3
GDVD - Northern Lights Fund Trust IV - R3 Global Dividend Growth ETF 3
Andera Partners 3
Mpm Bioventures Iii L.p. 3
Obsidian Personal Planning Solutions LLC 3
Gavea Investimentos Ltda 3
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 3
Orgel Wealth Management, LLC 3
Consulta Ltd 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
American Beacon Apollo Total Return Fund 3
Spring Creek Investment Management, LLC 3
Frazier Healthcare VII, L.P. 3
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 3
EWN - iShares, Inc. - iShares MSCI Netherlands ETF 3
Soroban Capital Partners LP 3
PRJPX - T. Rowe Price International Funds, Inc. - T. Rowe Price Japan Fund 3
Infini Capital Management Ltd 3
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 3
EDEN - iSHARES TRUST - iShares MSCI Denmark ETF 3
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 3
MUB - iSHARES TRUST - iShares National Muni Bond ETF 3
Dellora Investments LP 3
TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund 3
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 3
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 3
TUG - Listed Funds Trust - STF Tactical Growth ETF 3
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 3
Appel Peter A 3
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 3
EIS - iShares, Inc. - iShares MSCI Israel ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 3
Vickerman & Driscoll Financial Advisors Inc 3
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 3
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 3
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF 3
Silver Rock Financial LLC 3
Markey John 3
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
Kays Financial Advisory Corp /adv 3
Bizma Investimentos Ltda 3
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 3
Nestle Health Science US Holdings, Inc. 3
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 3
Knight Therapeutics Inc 3
Enzi Wealth 3
LAFAX - COLUMBIA ACORN TRUST - Columbia Acorn International Select Class A 3
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 3
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 3
CAEAX - COLUMBIA ACORN TRUST - Columbia Acorn European Fund Class A 3
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF 3
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
Klein Roger M. 3
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares 3
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
Freebird Partners LP 3
RiverVest Venture Fund III, L.P. 3
Hofer & Associates. Inc 3
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class 3
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 3
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
Arizona PSPRS Trust 3
CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF 3
JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A 3
Emerge ETF Trust - Emerge EMPWR Sustainable Global Core Equity ETF 3
Emerge ETF Trust - Emerge EMPWR Sustainable Select Growth Equity ETF 3
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 3
Lepercq De Neuflize Asset Management LLC 3
Huang James 3
Oskie Capital Management, Llc 3
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 3
Whitefort Capital Master Fund, LP 3
Family Asset Management, LLC 3
Omega Fund IV, L.P. 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 3
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A 3
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A 3
Tonaquint, Inc. 3
Prospect Venture Partners Ii Lp 3
Etfidea, Llc 3
Tidal ETF Trust - Newday Sustainable Development Equity ETF 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 3
Singer James R 3
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 3
Locust Wood Capital Advisers, Llc 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 3
NB Public Equity K/S 3
Melfa Wealth Management, Llc 3
WPWealth LLP 3
Mainsail Financial Group, LLC 3
Meredith Wealth Planning 3
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 3
Sunesis Advisors, LLC 3
Blue Investment Partners LLC 3
Tilson Financial Group, Inc. 3
Regimen Wealth, Llc 3
Compass Financial Group, INC/SD 3
Cordoba Advisory Partners LLC 3
Vertrix Wealth Management, LLC 3
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF 3
My Purposeful Wealth Corp. 3
Heritage Wealth Partners, LLC 3
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II 3
Lynch Timothy P 3
Clifford Group, LLC 3
Pear Tree Advisors Inc 3
HTG Investment Advisors, Inc. 3
FundX Investment Group, LLC 3
Laidlaw Group, LLC 3
PVG Asset Management 3
Mason Hill Advisors Llc 3
Parker Financial LLC 3
FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund 3
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 3
Atlas Wealth Partners, LLC 3
Lanexa Management, Llc 3
Evergreen Wealth Management, LLC 3
Dundas Partners LLP 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class 3
STF Management LP 3
Flagship Ventures Fund V, L.P. 3
Fundsmith LLP 3
WJ Wealth Management, LLC 3
Spreng Capital Management, Inc. 3
Troy Asset Management Ltd 3
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 3
Ausbil Investment Management Ltd 3
Lara, May & Associates, Llc 3
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A 3
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 3