Laboratory Apparatus And Analytical, Optical, Measuring, and Controlling Instruments - 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
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 170
UBS Group AG 146
Morgan Stanley 145
Proequities, Inc. 142
Bank Of America Corp /de/ 141
Wells Fargo & Company/mn 138
Deutsche Bank Ag\ 136
Citadel Advisors Llc 135
Goldman Sachs Group Inc 134
Royal Bank Of Canada 133
Citigroup Inc 133
Jpmorgan Chase & Co 133
Barclays Plc 130
Susquehanna International Group, Llp 128
Millennium Management Llc 128
BlackRock, Inc. 126
Credit Suisse Ag/ 123
Tower Research Capital LLC (TRC) 122
State Street Corp 120
Vanguard Group Inc 119
Geode Capital Management, Llc 118
Fmr Llc 116
Jane Street Group, Llc 112
Bank of New York Mellon Corp 111
Advisor Group Holdings, Inc. 110
Renaissance Technologies Llc 108
Northern Trust Corp 105
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 105
Manufacturers Life Insurance Company, The 104
Invesco Ltd. 103
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 103
Ameriprise Financial Inc 102
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 102
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 102
Pnc Financial Services Group, Inc. 101
D. E. Shaw & Co., Inc. 100
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 100
Bank Of Montreal /can/ 100
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 98
Bnp Paribas Arbitrage, Sa 97
Victory Capital Management Inc 96
Dimensional Fund Advisors Lp 96
Two Sigma Investments, Lp 95
New York State Common Retirement Fund 95
Wolverine Asset Management Llc 95
American International Group, Inc. 94
Verition Fund Management LLC 93
Marshall Wace, Llp 93
Prelude Capital Management, Llc 93
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 93
Price T Rowe Associates Inc /md/ 92
Creative Planning 92
Virtu Financial LLC 92
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 91
Simplex Trading, Llc 91
Charles Schwab Investment Management Inc 90
IFP Advisors, Inc 90
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 90
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 90
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 89
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 89
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 89
SG Americas Securities, LLC 89
Federated Hermes, Inc. 87
Walleye Trading LLC 86
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 86
Aqr Capital Management Llc 86
Cubist Systematic Strategies, LLC 86
California State Teachers Retirement System 85
California Public Employees Retirement System 85
Walleye Capital LLC 84
Panagora Asset Management Inc 84
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 84
Legal & General Group Plc 83
Two Sigma Advisers, Lp 82
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 82
Parametric Portfolio Associates Llc 82
Us Bancorp \de\ 82
Captrust Financial Advisors 82
Nomura Holdings Inc 81
Nuveen Asset Management, LLC 81
Rhumbline Advisers 81
Acadian Asset Management Llc 81
Ameritas Investment Partners, Inc. 81
Squarepoint Ops LLC 81
Russell Investments Group, Ltd. 81
Alliancebernstein L.p. 81
Strs Ohio 81
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 81
Wellington Management Group Llp 81
Allianz Asset Management GmbH 81
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 81
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 80
Northwestern Mutual Wealth Management Co 80
Balyasny Asset Management Llc 79
Group One Trading, L.p. 79
Ladenburg Thalmann Financial Services Inc 79
BlackRock Fund Advisors 79
Gsa Capital Partners Llp 79
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 79
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 78
Metropolitan Life Insurance Co/ny 78
Hrt Financial Lp 78
Sei Investments Co 78
Ubs Ag 78
Jefferies Group LLC 78
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 78
Voya Investment Management Llc 78
Qube Research & Technologies Ltd 77
Lazard Asset Management Llc 77
Schonfeld Strategic Advisors LLC 77
American Century Companies Inc 77
Macquarie Group Ltd 76
Envestnet Asset Management Inc 76
Paloma Partners Management Co 76
Tudor Investment Corp Et Al 75
Two Sigma Securities, Llc 75
Ubs Asset Management Americas Inc 75
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 75
Boothbay Fund Management, Llc 75
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 74
BlackRock Institutional Trust Company, N.A. 73
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 73
Cutler Group LP 73
MetLife Investment Management, LLC 72
First Trust Advisors Lp 72
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 72
Bridgeway Capital Management Inc 72
Amalgamated Bank 72
Wolverine Trading, Llc 72
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 72
PDT Partners, LLC 72
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 72
Principal Financial Group Inc 72
Stifel Financial Corp 71
BlackRock Investment Management, LLC 71
Raymond James & Associates 71
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 71
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 71
Man Group plc 71
ExodusPoint Capital Management, LP 70
Franklin Resources Inc 70
State Board Of Administration Of Florida Retirement System 70
Zurcher Kantonalbank (Zurich Cantonalbank) 70
Prudential Financial Inc 70
Magnetar Financial LLC 69
Advisory Services Network, LLC 68
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 68
Advisor Group, Inc. 68
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 68
Comerica Bank 68
Kcg Holdings, Inc. 68
Hsbc Holdings Plc 68
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 68
HighTower Advisors, LLC 68
Point72 Asset Management, L.P. 68
Quantbot Technologies LP 68
Cwm, Llc 67
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 67
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 67
XTX Topco Ltd 67
Highbridge Capital Management Llc 67
Polar Asset Management Partners Inc. 67
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 67
ProShare Advisors LLC 67
Parallax Volatility Advisers, L.P. 66
Rockefeller Capital Management L.P. 66
Fifth Third Bancorp 66
Vanguard Index Funds 66
Trexquant Investment LP 66
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 66
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 66
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 65
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 65
Dynamic Technology Lab Private Ltd 65
Neuberger Berman Group LLC 65
Nisa Investment Advisors, Llc 65
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 65
LPL Financial LLC 65
BlueCrest Capital Management Ltd 65
Swiss National Bank 65
Thrivent Financial For Lutherans 64
A.R.T. Advisors, LLC 64
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 64
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 64
Glenmede Trust Co Na 64
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 64
Ground Swell Capital, LLC 64
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 64
Jacobs Levy Equity Management, Inc 64
Engineers Gate Manager LP 64
Steward Partners Investment Advisory, Llc 63
Quadrant Capital Group Llc 63
Huntington National Bank 63
O'shaughnessy Asset Management, Llc 63
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 63
Bessemer Group Inc 63
Marshall Wace North America L.P. 63
Gabelli Funds Llc 63
Lord, Abbett & Co. Llc 62
Parallel Advisors, LLC 62
Algert Global Llc 62
TCI Wealth Advisors, Inc. 62
Jump Financial, LLC 62
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 62
Norges Bank 62
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 62
Royce & Associates Lp 62
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 62
Putnam Investments Llc 62
Oxford Asset Management Llp 61
Ancora Advisors, LLC 61
SBI Securities Co., Ltd. 61
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 61
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 61
Signaturefd, Llc 61
Nationwide Fund Advisors 61
Calamos Advisors LLC 60
Arrowstreet Capital, Limited Partnership 60
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 60
Public Employees Retirement System Of Ohio 60
Guggenheim Capital Llc 60
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 60
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 60
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 60
State Of Wisconsin Investment Board 60
Teacher Retirement System Of Texas 60
Connor, Clark & Lunn Investment Management Ltd. 60
LMR Partners LLP 60
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 60
Centiva Capital, LP 60
Janus Henderson Group Plc 60
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 60
Ergoteles LLC 60
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 60
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 59
MUFG Americas Holdings Corp 59
BlackRock Advisors LLC 59
IWV - iSHARES TRUST - iShares Russell 3000 ETF 59
Weiss Asset Management LP 58
Css Llc/il 58
Meeder Asset Management Inc 58
Raymond James Financial Inc 58
Pacer Advisors, Inc. 58
Los Angeles Capital Management Llc 58
Point72 Hong Kong Ltd 58
Spark Investment Management LLC 58
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 58
Covestor Ltd 58
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 58
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 58
Capstone Investment Advisors, Llc 57
Allspring Global Investments Holdings, LLC 57
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 57
GWM Advisors LLC 57
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 57
Allworth Financial LP 57
Essex Investment Management Co Llc 57
Great West Life Assurance Co /can/ 57
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 57
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 57
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 57
Private Advisor Group, LLC 56
Acrospire Investment Management LLC 56
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 56
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 56
Thompson Davis & Co., Inc. 56
M&t Bank Corp 56
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 56
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 56
Axa S.a. 56
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 56
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 56
Public Employees Retirement Association Of Colorado 56
Laurion Capital Management LP 56
Y-Intercept (Hong Kong) Ltd 56
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 55
Janney Montgomery Scott LLC 55
Mirae Asset Global Investments Co., Ltd. 55
Arizona State Retirement System 55
First Horizon Advisors, Inc. 55
MetLife Securities, Inc 55
EverSource Wealth Advisors, LLC 55
Federation des caisses Desjardins du Quebec 55
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 55
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 55
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 55
Principal Funds Inc 55
Russell Frank Co/ 55
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 55
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 55
Gotham Asset Management, LLC 55
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 55
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 55
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 55
Td Asset Management Inc 54
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 54
Massmutual Trust Co Fsb/adv 54
Tiaa Cref Investment Management Llc 54
Cnh Partners Llc 54
Gamco Investors, Inc. Et Al 54
Teachers Advisors, Llc 54
Raymond James Financial Services Advisors, Inc. 54
Mariner, LLC 54
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 54
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 54
Hillsdale Investment Management Inc. 54
Sterling Capital Management LLC 54
NOSGX - Northern Funds - Northern Small Cap Value Fund 53
Ronald Blue Trust, Inc. 53
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 53
PEAK6 Investments LLC 53
State of Tennessee, Treasury Department 53
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 53
Alyeska Investment Group, L.P. 53
Dupont Capital Management Corp 53
State of Wyoming 53
National Asset Management, Inc. 53
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 53
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 53
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 53
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 53
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 53
D.a. Davidson & Co. 53
Blair William & Co/il 52
GAMMA Investing LLC 52
Cambridge Investment Research Advisors, Inc. 52
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 52
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 52
Alpine Global Management, LLC 52
BlackRock Group LTD 52
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 52
Dark Forest Capital Management Lp 52
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 52
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 52
KBC Group NV 52
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 52
Quadrature Capital Ltd 52
Commonwealth Equity Services, Llc 52
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 51
Amalgamated Financial Corp. 51
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 51
Toronto Dominion Bank 51
Assetmark, Inc 51
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 51
CIBC Private Wealth Group, LLC 51
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 51
Parkside Financial Bank & Trust 51
Aperio Group, LLC 51
Ellevest, Inc. 51
FNY Investment Advisers, LLC 51
Truist Financial Corp 51
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 51
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 51
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 51
Lindbrook Capital, Llc 50
New York State Teachers Retirement System 50
Public Sector Pension Investment Board 50
Clearbridge Investments, LLC 50
American Portfolios Advisors 50
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 50
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 50
Capital Fund Management S.a. 50
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 50
Winton Capital Group Ltd 50
Loomis Sayles & Co L P 50
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 50
Farther Finance Advisors, LLC 50
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 50
EAM Investors, LLC 50
Keybank National Association/oh 50
Daiwa Securities Group Inc. 50
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 50
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 50
Coldstream Capital Management Inc 50
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 50
Mackenzie Financial Corp 50
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 50
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 50
Glassman Wealth Services 50
Kennedy Capital Management, Inc. 50
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 50
Zacks Investment Management 49
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 49
Harbour Investments, Inc. 49
Schroder Investment Management Group 49
Fred Alger Management, Llc 49
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 49
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 49
Campbell & CO Investment Adviser LLC 49
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 49
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 49
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 49
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 49
Clear Street Markets Llc 49
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 49
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 49
Nuveen, LLC 48
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 48
Healthcare Of Ontario Pension Plan Trust Fund 48
OMERS ADMINISTRATION Corp 48
Global Retirement Partners, LLC 48
ClariVest Asset Management LLC 48
Mackay Shields Llc 48
Susquehanna Fundamental Investments, Llc 48
Voloridge Investment Management, Llc 48
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 48
PEAK6 Investments, L.P. 48
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 48
Managed Account Advisors Llc 48
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 48
Canada Pension Plan Investment Board 48
Alberta Investment Management Corp 48
Globeflex Capital L P 48
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 48
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 48
Versant Capital Management, Inc 48
Palisade Capital Management Llc/nj 47
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 47
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 47
Stratos Wealth Partners, LTD. 47
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 47
Emerald Acquisition Ltd. 47
QS Investors, LLC 47
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 47
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 47
Point72 Middle East FZE 47
Numeric Investors Llc 47
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 47
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 47
Ubs Oconnor Llc 47
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 47
Occudo Quantitative Strategies Lp 47
Teachers Retirement System Of The State Of Kentucky 47
State Farm Mutual Fund Trust 47
State Farm Variable Product Trust 47
Hudson Bay Capital Management LP 47
Sonora Investment Management, LLC 47
DekaBank Deutsche Girozentrale 47
Profund Advisors Llc 47
Aquatic Capital Management LLC 47
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 46
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 46
Adage Capital Partners Gp, L.l.c. 46
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 46
Tfs Capital Llc 46
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 46
First Republic Investment Management, Inc. 46
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 46
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 46
Jones Financial Companies Lllp 46
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 46
Aigen Investment Management, Lp 46
Graham Capital Management, L.P. 46
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 46
Assenagon Asset Management S.A. 46
NEXT Financial Group, Inc 46
Jennison Associates Llc 46
Capital Advisors, Ltd. LLC 46
Eaton Vance Management 46
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 46
Municipal Employees' Retirement System of Michigan 46
IWC - iSHARES TRUST - iShares Micro-Cap ETF 46
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 46
Rothschild Investment Llc 46
Police & Firemen's Retirement System of New Jersey 45
Corebridge Financial, Inc. 45
Credit Agricole S A 45
Six Circles Trust - Six Circles Global Bond Fund 45
Cetera Advisor Networks LLC 45
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 45
Larson Financial Group LLC 45
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 45
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 45
RidgeWorth Capital Management LLC 45
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 45
Penserra Capital Management LLC 45
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 45
Natixis Advisors, L.p. 45
Piedmont Investment Advisors Llc 45
Private Trust Co Na 45
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 45
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 45
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 45
Amundi Pioneer Asset Management Inc 45
United Services Automobile Association 45
Mutual Of America Capital Management Llc 45
Cresset Asset Management, LLC 45
Ensign Peak Advisors, Inc 44
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 44
Sowell Financial Services LLC 44
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 44
True Wealth Design, LLC 44
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 44
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 44
Suntrust Banks Inc 44
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 44
Bayesian Capital Management, LP 44
SRS Capital Advisors, Inc. 44
Oppenheimer & Co Inc 44
Vanguard World Fund 44
Louisiana State Employees Retirement System 44
Stevens Capital Management Lp 44
Spire Wealth Management 44
Texas Permanent School Fund 44
Jefferies Financial Group Inc. 44
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 44
Stephens Inc /ar/ 44
Gemmer Asset Management LLC 44
National Bank Of Canada /fi/ 44
Sofos Investments, Inc. 44
AdvisorNet Financial, Inc 44
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 44
Advisors Asset Management, Inc. 44
Landscape Capital Management, L.l.c. 44
Driehaus Capital Management Llc 44
State of New Jersey Common Pension Fund D 44
PineBridge Investments, L.P. 44
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 44
Intech Investment Management Llc 44
Natixis 44
Oppenheimer Funds Inc 43
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 43
HAP Trading, LLC 43
Candriam Luxembourg S.C.A. 43
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 43
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 43
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 43
Oregon Public Employees Retirement Fund 43
Eagle Asset Management Inc 43
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 43
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 43
Nomura Asset Management Co Ltd 43
Nicholas Investment Partners, LP 43
Spot Trading L.L.C 43
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 43
Amundi 43
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 43
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 43
Ellington Management Group Llc 43
NSIDX - Northern Funds - Northern Small Cap Index Fund 43
Benjamin F. Edwards & Company, Inc. 43
Cetera Investment Advisers 43
Geneos Wealth Management Inc. 43
Point72 (DIFC) Ltd 43
Skopos Labs, Inc. 43
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 43
First Hawaiian Bank 43
Profunds - Profund Vp Ultrasmall-cap 43
Airain ltd 43
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 43
Profunds - Profund Vp Small-cap 43
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 43
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 43
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 43
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 43
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 42
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 42
Maven Securities LTD 42
Hartland & Co., LLC 42
Versor Investments LP 42
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 42
Wealthspire Advisors, L.P. 42
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 42
Quantamental Technologies LLC 42
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 42
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 42
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 42
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 42
Picton Mahoney Asset Management 42
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 42
LS Investment Advisors, LLC 42
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 42
IWM - iSHARES TRUST - iShares Russell 2000 ETF 42
Weiss Multi-Strategy Advisers LLC 42
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 42
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 42
Guggenheim Active Allocation Fund 42
Virginia Retirement Systems Et Al 42
Whittier Trust Co 42
Oppenheimer Asset Management Inc. 42
Brown Advisory Inc 42
Mason Street Advisors, Llc 41
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 41
MAI Capital Management 41
Vident Investment Advisory, LLC 41
Nordea Investment Management Ab 41
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 41
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 41
Cornerstone Capital Management Holdings Llc. 41
Old Mission Capital Llc 41
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 41
Massachusetts Financial Services Co /ma/ 41
Cerity Partners LLC 41
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 41
JustInvest LLC 41
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 41
Skandinaviska Enskilda Banken AB (publ) 41
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 41
Pictet Asset Management Ltd 41
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 41
Valeo Financial Advisors, LLC 41
Fox Run Management, L.l.c. 41
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 41
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 41
Shell Asset Management Co 41
Hancock Whitney Corp 41
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 41
Alps Advisors Inc 41
CENTRAL TRUST Co 41
Mercer Global Advisors Inc /adv 41
Manchester Capital Management LLC 41
State of Alaska, Department of Revenue 40
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 40
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 40
AMP Capital Investors Ltd 40
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 40
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 40
Asset Management One Co., Ltd. 40
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 40
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 40
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 40
VCSLX - VALIC Co I - Small Cap Index Fund 40
Rehmann Capital Advisory Group 40
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 40
Fuller & Thaler Asset Management, Inc. 40
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 40
PENN SERIES FUNDS INC - Small Cap Index Fund 40
First Manhattan Co 40
Point72 Asia (Singapore) Pte. Ltd. 40
Private Capital Group, LLC 40
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 40
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 40
Belpointe Asset Management LLC 40
Nine Chapters Capital Management LLC 40
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 40
Principal Securities, Inc. 40
Petrus Trust Company, LTA 40
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 40
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 40
Quantitative Systematic Strategies LLC 40
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 40
Segall Bryant & Hamill, Llc 40
Caitong International Asset Management Co., Ltd 40
Capital Performance Advisors Llp 40
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 40
SLPIX - Profunds - Small-cap Profund Investor Class 40
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 40
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 40
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 40
Aviva Plc 40
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 40
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 40
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 39
Quarry LP 39
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 39
Brevan Howard Capital Management LP 39
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 39
Crossmark Global Holdings, Inc. 39
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 39
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 39
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 39
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 39
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 39
Hutchin Hill Capital, LP 39
Harel Insurance Investments & Financial Services Ltd. 39
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 39
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 39
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 39
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 39
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 39
FORA Capital, LLC 39
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 39
First Quadrant L P/ca 39
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 39
Handelsbanken Fonder AB 39
VDAFX - VALIC Co I - Dynamic Allocation Fund 39
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 39
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 39
Howe & Rusling Inc 39
Capstone Asset Management Co 39
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 39
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 39
CoreCap Advisors, LLC 39
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 39
Bank Of Nova Scotia 39
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 39
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 39
IndexIQ Advisors LLC 39
First Mercantile Trust Co 39
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 39
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 39
NumerixS Investment Technologies Inc 39
Humankind Benefit Corp - Humankind US Stock ETF 39
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 39
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 38
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 38
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 38
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 38
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 38
College Retirement Equities Fund 38
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 38
Sawtooth Solutions, LLC 38
FIL Ltd 38
Hbk Investments L P 38
Sherbrooke Park Advisers Llc 38
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 38
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 38
Pathstone Family Office, Llc 38
FDx Advisors, Inc. 38
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 38
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 38
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 38
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 38
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 38
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 38
Wealth Enhancement Advisory Services, Llc 38
CIBC World Markets Inc. 38
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 38
Quantinno Capital Management LP 38
Blueshift Asset Management, LLC 38
Caxton Associates Lp 38
Quest Partners LLC 38
Brinker Capital Investments, LLC 38
Smartleaf Asset Management LLC 38
Grantham, Mayo, Van Otterloo & Co. LLC 38
United Capital Financial Advisers, Llc 38
Eqis Capital Management, Inc. 38
Hantz Financial Services, Inc. 38
Riverhead Capital Management Llc 38
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 38
VTL Associates, LLC 38
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 38
Tfs Capital Investment Trust 38
Van Eck Associates Corp 38
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 38
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 37
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 37
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 37
Menta Capital Llc 37
Sanctuary Advisors, LLC 37
Venturi Wealth Management, LLC 37
Baird Financial Group, Inc. 37
Weiss Strategic Interval Fund 37
Employees Retirement System of Texas 37
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 37
International Assets Investment Management, Llc 37
Paradigm Asset Management Co Llc 37
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 37
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 37
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 37
Brown Brothers Harriman & Co 37
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 37
Bogart Wealth, LLC 37
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 37
Mirabella Financial Services Llp 37
Moore Capital Management, Lp 37
Cadence Capital Management Llc 37
Bell Investment Advisors, Inc 37
Silvercrest Asset Management Group Llc 37
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 37
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 37
Ameritas Investment Corp 37
Cibc World Markets Corp 37
Atom Investors LP 37
Wealthcare Advisory Partners LLC 37
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 37
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 37
Kestra Advisory Services, LLC 37
Seven Eight Capital, Lp 37
Exchange Traded Concepts, Llc 37
Bailard, Inc. 37
Tocqueville Asset Management L.p. 37
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 37
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 37
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 37
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 37
Atria Investments Llc 37
Jfs Wealth Advisors, Llc 36
1832 Asset Management L.P. 36
Fortitude Family Office, LLC 36
Ci Investments Inc. 36
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 36
Element Capital Management Llc 36
Stone Ridge Asset Management LLC 36
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 36
Twinbeech Capital Lp 36
Hexagon Capital Partners LLC 36
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 36
Regions Financial Corp 36
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 36
Pathstone Holdings, LLC 36
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 36
Umb Bank N A/mo 36
Summit Trail Advisors, Llc 36
Itau Unibanco Holding S.A. 36
Mml Investors Services, Llc 36
CWM Advisors, LLC 36
Berman Capital Advisors, LLC 36
Gradient Investments LLC 36
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 36
Caption Management, LLC 36
PENN SERIES FUNDS INC - International Equity Fund 36
Deere & Co 36
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 36
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 36
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 36
Cullen/frost Bankers, Inc. 36
Carroll Financial Associates, Inc. 36
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 36
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 36
CIBC Asset Management Inc 36
Concord Wealth Partners 36
Vontobel Holding Ltd. 36
Tarbox Family Office, Inc. 36
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 36
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 36
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 36
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 36
Klp Kapitalforvaltning As 36
Tcwp Llc 36
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 36
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 35
Synovus Financial Corp 35
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 35
TFC Financial Management 35
CI Private Wealth, LLC 35
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 35
Tiaa-cref Funds 35
AE Wealth Management LLC 35
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 35
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 35
GW&K Investment Management, LLC 35
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 35
Prospera Financial Services Inc 35
FourThought Financial, LLC 35
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 35
Reilly Financial Advisors, Llc 35
Toroso Investments, LLC 35
Assured Investment Management LLC 35
Martingale Asset Management L P 35
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 35
Altshuler Shaham Ltd 35
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 35
Xponance, Inc. 35
Truvestments Capital Llc 35
Pictet Asset Management Sa 35
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 35
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 35
Bridgefront Capital, LLC 35
Robeco Institutional Asset Management B.V. 35
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 35
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 35
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 35
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 35
BRYN MAWR TRUST Co 35
Twin Tree Management, LP 35
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 35
Rafferty Asset Management, LLC 35
SOUTH STATE Corp 35
Advanced Series Trust - Ast Small-cap Growth Portfolio 35
Banque Cantonale Vaudoise 35
Headlands Technologies LLC 35
Orion Portfolio Solutions, LLC 35
Pinnacle Wealth Planning Services, Inc. 35
Cinctive Capital Management LP 35
Woodline Partners LP 35
Rise Advisors, LLC 35
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 35
TD Waterhouse Canada Inc. 35
Teza Capital Management LLC 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 34
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 34
Baker Avenue Asset Management, LP 34
Compagnie Lombard Odier SCmA 34
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 34
Fisher Asset Management, LLC 34
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 34
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 34
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 34
Migdal Insurance & Financial Holdings Ltd. 34
Stanley-Laman Group, Ltd. 34
SJS Investment Consulting Inc. 34
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 34
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 34
FineMark National Bank & Trust 34
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 34
Yousif Capital Management, Llc 34
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 34
BNP Paribas Asset Management Holding S.A. 34
Mizuho Securities Usa Llc 34
BlackRock Japan Co. Ltd 34
Pictet Asset Management Holding SA 34
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 34
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 34
Irish Life Investment Managers Ltd. 34
FinTrust Capital Advisors, LLC 34
Sculptor Capital LP 34
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 34
Rialto Wealth Management, LLC 34
Creative Financial Designs Inc /adv 34
Holocene Advisors, LP 34
Artisan Partners Limited Partnership 34
Delpha Capital Management, Llc 34
AHL Partners LLP 34
Farmers & Merchants Investments Inc 34
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 34
Vantage Consulting Group Inc 34
Legato Capital Management LLC 34
Catalyst Funds Management Pty Ltd 34
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 34
Standard Life Aberdeen plc 34
Wipfli Financial Advisors Llc, 34
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 34
Csenge Advisory Group 34
Bogle Investment Management L P /de/ 34
Elkfork Partners LLC 34
C M Bidwell & Associates Ltd 34
Vestcor Inc 34
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 34
GAM Holding AG 34
Caas Capital Management Lp 34
Smithfield Trust Co 34
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 34
QCVAX - Clearwater Investment Trust - Clearwater International Fund 33
Chicago Equity Partners Llc 33
Maryland State Retirement & Pension System 33
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 33
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 33
Edmond De Rothschild Holding S.a. 33
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 33
VCAAX - VALIC Co I - Asset Allocation Fund 33
Alphacrest Capital Management Llc 33
Brandywine Global Investment Management, LLC 33
Visium Asset Management, LP 33
Universal- Beteiligungs- und Servicegesellschaft mbH 33
Meadow Creek Investment Management LLC 33
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 33
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 33
Pura Vida Investments, Llc 33
Vantagepoint Funds 33
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 33
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 33
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 33
Proficio Capital Partners LLC 33
Nebula Research & Development LLC 33
ETRADE Capital Management LLC 33
Alambic Investment Management, L.P. 33
Deerfield Management Company, L.p. (series C) 33
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 33
State Of Michigan Retirement System 33
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 33
Bank Julius Baer & Co. Ltd, Zurich 33
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 33
Kayne Anderson Rudnick Investment Management Llc 33
Disciplined Investments, LLC 33
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 33
Karp Capital Management Corp 33
Harvest Fund Management Co., Ltd 33
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 33
Mason Street Advisors, Llc 33
Ieq Capital, Llc 33
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 33
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 32
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 32
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 32
Aster Capital Management (DIFC) Ltd 32
Private Wealth Management Group, LLC 32
Advisory Research Inc 32
Lombard Odier Asset Management (USA) Corp 32
Sumitomo Mitsui Trust Holdings, Inc. 32
Atria Wealth Solutions, Inc. 32
Systematic Financial Management Lp 32
Castleark Management Llc 32
Ameritas Advisory Services, LLC 32
Steward Financial Group LLC 32
Newbridge Financial Services Group, Inc. 32
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 32
Securian Asset Management, Inc 32
Quantitative Investment Management, LLC 32
First Citizens Bank & Trust Co 32
Illinois Municipal Retirement Fund 32
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 32
New York Life Investment Management Llc 32
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 32
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 32
Rational Advisors Llc 32
North Star Investment Management Corp. 32
Harbor Investment Advisory, Llc 32
Plante Moran Financial Advisors, LLC 32
Old Mutual Customised Solutions (proprietary) Ltd 32
Retirement Systems of Alabama 32
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 32
Moors & Cabot, Inc. 32
Focused Wealth Management, Inc 32
MCF Advisors LLC 32
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 32
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 32
Cetera Advisors LLC 32
Pitcairn Co 32
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 32
WFG Advisors, LP 32
Catalyst Capital Advisors LLC 32
Jain Global LLC 32
UMA Financial Services, Inc. 32
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 32
Innealta Capital, Llc 32
Sciencast Management LP 32
Prudential Plc 32
Royce Value Trust Inc 32
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 32
Etf Managers Group, Llc 32
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 32
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 32
Ethic Inc. 31
Diametric Capital, LP 31
Guardian Wealth Advisors, LLC 31
Td Private Client Wealth Llc 31
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 31
Meridian Wealth Partners, LLC 31
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 31
Prestige Wealth Management Group LLC 31
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 31
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 31
Westwood Holdings Group Inc 31
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 31
Great Lakes Advisors, Llc 31
Maverick Capital Ltd 31
Shelton Capital Management 31
Empowered Funds, LLC 31
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 31
Princeton Alpha Management LP 31
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 31
Lombard Odier Asset Management (Switzerland) SA 31
Flagship Harbor Advisors, Llc 31
Seacrest Wealth Management, Llc 31
Crewe Advisors LLC 31
Rydex Etf Trust 31
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 31
Patriot Financial Group Insurance Agency, LLC 31
Vident Advisory, LLC 31
Avion Wealth 31
Contravisory Investment Management, Inc. 31
Schubert & Co 31
Veriti Management LLC 31
Asset Dedication, LLC 31
Enterprise Financial Services Corp 31
Trustcore Financial Services, Llc 31
Convergence Investment Partners, LLC 31
Avantax Advisory Services, Inc. 31
Evoke Wealth, Llc 31
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 31
Ontario Teachers Pension Plan Board 31
Navellier & Associates Inc 31
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 31
Sandy Spring Bank 31
NewSquare Capital LLC 31
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 31
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 31
Twin Peaks Wealth Advisors, LLC 31
Snowden Capital Advisors LLC 31
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 31
Caisse De Depot Et Placement Du Quebec 31
Commerce Bank 31
We Are One Seven, LLC 31
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 31
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 31
Axq Capital, Lp 31
Tompkins Financial Corp 31
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 31
Highland Capital Management Fund Advisors, L.p. 31
CenterStar Fund, LLC 31
MASTER BOND LLC - Master Total Return Portfolio 31
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 31
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 31
Inceptionr Llc 31
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 31
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 31
Cornerstone Planning Group LLC 31
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 31
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 31
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 31
USA Financial Portformulas Corp 31
EntryPoint Capital, LLC 31
Johnson Financial Group, Inc. 30
Scientech Research LLC 30
Whitebox Advisors Llc 30
Clinton Group Inc 30
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 30
Bokf, Na 30
Sutton Wealth Advisors Inc. 30
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 30
NN Investment Partners Holdings N.V. 30
Kornitzer Capital Management Inc /ks 30
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 30
Winslow, Evans & Crocker, Inc. 30
GHP Investment Advisors, Inc. 30
Shepherd Kaplan Krochuk, Llc 30
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 30
Everence Capital Management Inc 30
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 30
Ing Groep Nv 30
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 30
Cordant, Inc. 30
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 30
Advent Capital Management /de/ 30
Perceptive Advisors Llc 30
Money Concepts Capital Corp 30
Gts Securities Llc 30
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 30
Ashton Thomas Private Wealth, LLC 30
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 30
Jacobi Capital Management LLC 30
TENOR CAPITAL MANAGEMENT Co., L.P. 30
Duality Advisers, Lp 30
DAACX - Adviser Managed Trust - Diversified Equity Fund 30
Trust Co Of Vermont 30
Hemington Wealth Management 30
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 30
Select Equity Group, L.P. 30
WPG Advisers, LLC 30
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 30
Fieldpoint Private Securities, LLC 30
GPS Wealth Strategies Group, LLC 30
Baillie Gifford & Co 30
Financial Gravity Companies, Inc. 30
GeoWealth Management, LLC 30
Smith Asset Management Group Lp 30
Brookfield Asset Management Inc. 30
Park Avenue Securities Llc 30
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 30
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 30
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 30
Campbell Multi-strategy Trust 30
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 30
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 30
Sei Trust Co 30
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 30
GV Financial Advisors 30
WealthTrak Capital Management LLC 30
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 30
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 30
Balentine LLC 30
Hm Payson & Co 30
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 30
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 30
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 29
Global Financial Private Client, LLC 29
Alpha DNA Investment Management LLC 29
Entropy Technologies, LP 29
Swedbank AB 29
Azzad Asset Management Inc /adv 29
New Mexico Educational Retirement Board 29
Veritable, L.P. 29
Mather Group, Llc. 29
First Personal Financial Services 29
Whittier Trust Co Of Nevada Inc 29
Cipher Capital LP 29
Salem Investment Counselors Inc 29
Granahan Investment Management Inc/ma 29
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 29
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 29
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 29
Raleigh Capital Management Inc. 29
Valley National Advisers Inc 29
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 29
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 29
Utah Retirement Systems 29
Hanseatic Management Services Inc 29
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 29
Northern Trust Co Of Connecticut 29
Macroview Investment Management Llc 29
Wedbush Securities Inc 29
Activest Wealth Management 29
Boston Partners 29
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 29
Stephens Consulting, LLC 29
FLDFX - Meeder Funds - BALANCED FUND Retail Class 29
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 29
Sunbelt Securities, Inc. 29
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 29
Lsv Asset Management 29
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 29
Claymore Exchange-traded Fund Trust 29
Eagle Bay Advisors LLC 29
IHT Wealth Management, LLC 29
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 29
Cornerstone Advisors, Inc. 29
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 29
Archer Investment Corp 29
Sequoia Financial Advisors, LLC 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
World Asset Management Inc 29
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 29
Cigna Investments Inc /new 29
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 29
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 29
Pinz Capital Management, LP 29
Continuum Advisory, LLC 29
King Luther Capital Management Corp 29
NOBOX - Northern Funds - Northern Bond Index Fund 29
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 29
Earnest Partners Llc 29
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 29
Capital World Investors 29
Erste Asset Management GmbH 29
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 29
FNY Managed Accounts LLC 29
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 29
Vestmark Advisory Solutions, Inc. 29
Thompson Siegel & Walmsley Llc 29
Invictus RG 29
Coppell Advisory Solutions LLC 29
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 29
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 29
William Blair Investment Management, Llc 29
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 29
GABELLI & Co INVESTMENT ADVISERS, INC. 29
Bay Harbor Wealth Management, LLC 29
Profunds - Profund Vp Oil & Gas 29
Hughes Financial Services, LLC 29
Townsquare Capital Llc 29
Boston Private Wealth Llc 29
Bartlett & Co. Wealth Management Llc 29
SECOR Capital Advisors, LP 29
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 29
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 28
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 28
Ssi Investment Management Llc 28
Oppenheimer Etf Trust 28
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 28
Yorktown Management & Research Co Inc 28
Mckinley Capital Management Llc /delaware 28
Cookson Peirce & Co Inc 28
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 28
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 28
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 28
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 28
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 28
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 28
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 28
Quent Capital, LLC 28
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 28
Park Place Capital Corp 28
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 28
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 28
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 28
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 28
Diversified Trust Co 28
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 28
Rice Hall James & Associates, Llc 28
IWB - iSHARES TRUST - iShares Russell 1000 ETF 28
Koshinski Asset Management, Inc. 28
Optimum Investment Advisors 28
Cornercap Investment Counsel Inc 28
Jane Street Holding, LLC 28
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 28
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 28
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 28
Hartford Mutual Funds Inc/ct 28
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 28
Mount Yale Investment Advisors, LLC 28
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 28
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 28
Calvert Investment Management, Inc. 28
Treasurer of the State of North Carolina 28
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 28
DiNuzzo Private Wealth, Inc. 28
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 28
Wolff Wiese Magana Llc 28
Edgestream Partners, L.P. 28
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 28
Brighton Jones Llc 28
T. Rowe Price Investment Management, Inc. 28
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 28
Colony Group, LLC 28
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 28
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 28
RMB Capital Management, LLC 28
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 28
Anchor Investment Management, LLC 28
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 28
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 28
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 28
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 28
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 28
SAC Capital Advisors LP 28
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 28
Glen Harbor Capital Management LLC 28
Agf Investments Inc. 28
CAPROCK Group, Inc. 28
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 28
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 28
ORG Partners LLC 28
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 28
APG Asset Management N.V. 28
Merit Financial Group, LLC 28
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 28
JNBA Financial Advisors 28
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 28
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 28
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 28
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 28
Emerald Advisers, Llc 28
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 28
STXG - EA Series Trust - Strive 1000 Growth ETF 28
Mv Capital Management, Inc. 28
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 28
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 28
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 28
Lombard Odier Asset Management (Europe) Ltd 28
Westpac Banking Corp 28
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 28
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 28
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 28
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 28
Cassady Schiller Wealth Management, LLC 28
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 27
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 27
Westfield Capital Management Co Lp 27
Hartford Investment Management Co 27
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 27
DnB Asset Management AS 27
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 27
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 27
Lee Financial Co 27
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 27
Penn Capital Management Co Inc 27
Pendal Group Ltd 27
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 27
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 27
Avantax Planning Partners, Inc. 27
HFM Investment Advisors, LLC 27
Resources Investment Advisors, LLC. 27
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 27
CVA Family Office, LLC 27
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 27
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 27
Royce Micro-cap Trust, Inc /md/ 27
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 27
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 27
Northwest & Ethical Investments L.P. 27
Ashton Thomas Securities, Llc 27
Abound Wealth Management 27
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 27
EBI - RBB Fund Trust - Longview Advantage ETF 27
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 27
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 27
Alpha Paradigm Partners, LLC 27
Cambridge Trust Co 27
Atlas Capital Advisors Llc 27
South Dakota Investment Council 27
Parkworth Wealth Management, Inc. 27
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 27
Impax Asset Management Group plc 27
Bare Financial Services, Inc 27
Teton Advisors, Inc. 27
Pearl River Capital, LLC 27
Riverview Trust Co 27
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 27
Northwestern Mutual Investment Management Company, Llc 27
Neo Ivy Capital Management 27
General Motors Investment Management Corp 27
Glazer Capital, Llc 27
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 27
Citizens Financial Group Inc/ri 27
Financial Management Professionals, Inc. 27
Envestnet Portfolio Solutions, Inc. 27
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 27
Nbc Securities, Inc. 27
Bridgewater Associates, LP 27
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 27
Commonwealth Equity Services, Inc 27
SpiderRock Trading LLC 27
Advanced Series Trust - Ast Advanced Strategies Portfolio 27
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 27
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 27
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 27
Jaffetilchin Investment Partners, LLC 27
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 27
WealthPLAN Partners, LLC 27
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 27
Brinker Capital Inc 27
Dorsey Wright & Associates 27
Tortoise Investment Management, LLC 27
Echo Street Capital Management LLC 27
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 27
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 27
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 27
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 27
Glenmede Investment Management, LP 27
Colonial Trust Co / SC 27
Baldwin Brothers Inc/ma 27
Raymond James Trust N.a. 27
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 27
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 27
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 27
Jupiter Asset Management Ltd 27
Claris Advisors, Llc / Mo / 27
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 27
Mitsubishi UFJ Trust & Banking Corp 27
Savant Capital, LLC 27
Congress Wealth Management LLC / DE / 27
Toth Financial Advisory Corp 27
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 27
Lenox Wealth Advisors, LLC 27
Baystate Wealth Management LLC 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 26
Covington Capital Management 26
Bartlett & Co. LLC 26
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 26
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 26
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 26
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 26
River & Mercantile Asset Management Llp 26
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 26
Zions Bancorporation, N.A. 26
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 26
Carolinas Wealth Consulting Llc 26
Moody National Bank Trust Division 26
AGF Investments LLC 26
Capital Analysts, Inc. 26
Callan Family Office, LLC 26
Regent Peak Wealth Advisors LLC 26
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 26
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 26
Old National Bancorp /in/ 26
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 26
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 26
Numerai GP LLC 26
Freestone Capital Holdings, LLC 26
Checchi Capital Advisers, LLC 26
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 26
Meiji Yasuda Asset Management Co Ltd. 26
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 26
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 26
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 26
MUFG Securities EMEA plc 26
Kore Private Wealth LLC 26
Institutional & Family Asset Management, Llc 26
R Squared Ltd 26
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 26
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 26
Horizon Investments, LLC 26
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 26
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 26
Fortitude Advisory Group L.L.C. 26
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 26
Rsm Us Wealth Management Llc 26
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 26
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 26
Wealthfront Advisers Llc 26
Cowen And Company, Llc 26
Ropes Wealth Advisors Llc 26
Needham Investment Management Llc 26
Oak Thistle LLC 26
Bryn Mawr Capital Management Inc 26
nVerses Capital, LLC 26
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 26
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 26
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 26
Principia Wealth Advisory, LLC 26
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 26
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 26
Venture Visionary Partners LLC 26
Sachetta, LLC 26
Private Wealth Asset Management, LLC 26
Liberty Wealth Management Llc 26
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 26
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 26
Davidson Kempner Capital Management Lp 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 26
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 26
Advisors Preferred, LLC 26
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 26
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 26
Brewin Dolphin Ltd 26
VCGAX - VALIC Co I - Growth & Income Fund 26
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 26
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 26
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 26
Waddell & Reed Financial Inc 26
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 26
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 26
Summit Global Investments 26
Symphony Asset Management Llc 26
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 26
SG3 Management, LLC 26
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 26
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 26
Financial Architects, Inc 26
Bruce G. Allen Investments, LLC 26
Wiley Bros.-aintree Capital, Llc 26
MML Series Investment Fund II - MML Equity Rotation Fund Class II 26
First Horizon Corp 26
Optiver Holding B.V. 26
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 26
Golden State Wealth Management, LLC 26
Xact Kapitalforvaltning AB 26
Peak6 Llc 26
Sanctuary Wealth Advisors, LLC 26
Lecap Asset Management Ltd 26
Polar Capital LLP 26
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 26
Robeco Schweiz AG 26
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 26
BerganKDV Wealth Management, LLC 26
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 26
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 26
Riggs Asset Managment Co. Inc. 26
Chartwell Investment Partners, Llc 26
Allstate Corp 26
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 26
Accurate Wealth Management, LLC 26
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 26
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 26
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 26
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 26
Stonebridge Capital Advisors LLC 26
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 26
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 25
URTH - iShares, Inc. - iShares MSCI World ETF 25
Cromwell Holdings LLC 25
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 25
Nissay Asset Management Corp /japan/ /adv 25
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 25
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 25
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 25
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 25
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 25
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 25
James Investment Research Inc 25
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 25
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 25
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 25
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 25
Lido Advisors, LLC 25
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 25
Barings Llc 25
Natixis Investment Managers International 25
Nvwm, Llc 25
Tokio Marine Asset Management Co Ltd 25
DAVENPORT & Co LLC 25
Andra AP-fonden 25
Frontier Capital Management Co Llc 25
Eaton Vance Ltd Duration Income Fund 25
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 25
Soros Fund Management Llc 25
Phoenix Holdings Ltd. 25
Vanguard Horizon Funds 25
Calamos Wealth Management LLC 25
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 25
BBVA USA Bancshares, Inc. 25
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 25
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 25
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 25
Bamco Inc /ny/ 25
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 25
Annis Gardner Whiting Capital Advisors, LLC 25
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 25
Ardsley Advisory Partners Lp 25
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 25
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 25
Concentric Capital Strategies, LP 25
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 25
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 25
NSGRX - Northern Funds - Northern Small Cap Core Fund 25
Keebeck Alpha, LP 25
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 25
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 25
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 25
Chevy Chase Trust Holdings, Inc. 25
Cape Investment Advisory, Inc. 25
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 25
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 25
Parametrica Management Ltd 25
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 25
Sargent Bickham Lagudis LLC 25
M&g Investment Management Ltd 25
USS Investment Management Ltd 25
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 25
Simon Quick Advisors, Llc 25
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 25
Levin Capital Strategies, L.p. 25
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 25
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 25
Arkadios Wealth Advisors 25
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 25
Carlson Capital L P 25
Kestra Private Wealth Services, Llc 25
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 25
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 25
Winton Diversified Opportunities Fund 25
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 25
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 25
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 25
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 25
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 25
Gabelli Equity Trust Inc 25
Sandler Capital Management 25
Liberty Mutual Group Asset Management Inc. 25
BFOR - ALPS ETF Trust - Barron's 400 ETF 25
Ostrum Asset Management 25
Monashee Investment Management LLC 25
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 25
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 25
MQS Management LLC 25
SG Capital Management LLC 25
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 25
Brookstone Capital Management 25
EP Wealth Advisors, Inc. 25
Harbor Capital Advisors, Inc. 25
Centaurus Financial, Inc. 25
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 25
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 25
Advisor Resource Council 25
Chicago Partners Investment Group LLC 25
Placemark Investments, Inc. 25
Sit Investment Associates Inc 25
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 24
Quaker Wealth Management, LLC 24
WASHINGTON TRUST Co 24
Perigon Wealth Management, LLC 24
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 24
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 24
Glen Eagle Advisors, LLC 24
Capula Management Ltd 24
Albion Financial Group /ut 24
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 24
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 24
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 24
Emerald Mutual Fund Advisers Trust 24
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 24
Cable Hill Partners, LLC 24
Kilter Group LLC 24
Evergreen Capital Management Llc 24
Sound Income Strategies, LLC 24
Sageworth Trust Co 24
Absolute Return Capital, LLC 24
Commonwealth Bank Of Australia 24
Associated Banc-corp 24
Tredje AP-fonden 24
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 24
IBM Retirement Fund 24
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 24
Forum Funds 24
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 24
Tsfg, Llc 24
Transce3nd, LLC 24
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 24
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 24
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 24
Motco 24
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 24
Interchange Capital Partners, LLC 24
Private Ocean, LLC 24
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 24
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 24
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 24
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 24
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 24
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 24
Artemis Investment Management LLP 24
Ajo, Lp 24
EAM Global Investors LLC 24
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 24
J. Goldman & Co LP 24
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 24
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 24
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 24
Greenleaf Trust 24
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 24
Tcw Group Inc 24
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 24
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 24
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 24
Zeke Capital Advisors, Llc 24
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 24
GIMFX - GMO TRUST - GMO Implementation Fund 24
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 24
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 24
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 24
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 24
Banco Bilbao Vizcaya Argentaria, S.a. 24
Boston Trust Walden Corp 24
Kepos Capital LP 24
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 24
Grove Bank & Trust 24
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 24
Rakuten Securities, Inc. 24
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 24
BI Asset Management Fondsmaeglerselskab A/S 24
Wexford Capital Lp 24
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 24
Turner Investments, L.p. 24
Columbus Circle Investors 24
Flinton Capital Management LLC 24
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 24
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 24
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 24
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 24
Water Island Capital Llc 24
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 24
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 24
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 24
Moneta Group Investment Advisors Llc 24
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 24
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 24
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 24
SYSTM Wealth Solutions LLC 24
Wealthcare Capital Management Llc 24
Primecap Management Co/ca/ 24
CX Institutional 24
JJJ Advisors Inc. 24
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 24
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 24
Royal London Asset Management Ltd 24
Bradley Foster & Sargent Inc/ct 24
Key FInancial Inc 24
Independent Portfolio Consultants, Inc. 24
Advisor Partners Ii, Llc 23
Janney Capital Management LLC 23
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 23
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 23
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 23
Colony Group Llc 23
Forum Financial Management, LP 23
Foundry Partners, LLC 23
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 23
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 23
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 23
Pinnacle Associates Ltd 23
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 23
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 23
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 23
Commerzbank Aktiengesellschaft /fi 23
Kestra Investment Management, LLC 23
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 23
Sierra Ocean, Llc 23
Congress Asset Management Co /ma 23
Dana Investment Advisors, Inc. 23
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 23
Corton Capital Inc. 23
Whipplewood Advisors, LLC 23
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 23
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 23
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 23
American Capital Advisory, LLC 23
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 23
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 23
Polar Capital Holdings Plc 23
CLARET ASSET MANAGEMENT Corp 23
Tradition Wealth Management, LLC 23
Elo Mutual Pension Insurance Co 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
Societe Generale 23
Vanguard Explorer Fund 23
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 23
Korea Investment CORP 23
Capital Research Global Investors 23
Fiera Capital Corp 23
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 23
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 23
ArrowMark Colorado Holdings LLC 23
San Francisco Sentry Investment Group (ca) 23
CSat Investment Advisory, L.P. 23
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 23
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 23
Scotia Capital Inc. 23
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 23
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 23
Washington Trust Bank 23
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 23
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 23
UniSuper Management Pty Ltd 23
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 23
Cary Street Partner Investment Advisory Llc 23
Lighthouse Investment Partners, LLC 23
Pallas Capital Advisors LLC 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 23
Front Row Advisors LLC 23
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 23
Advisor Partners Llc 23
Calamos Strategic Total Return Fund 23
Colonial Trust Advisors 23
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 23
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 23
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 23
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 23
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 23
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 23
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 23
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 23
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 23
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 23
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 23
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 23
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 23
Oberweis Asset Management Inc/ 23
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 23
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 23
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 23
Weld Capital Management Llc 23
Warren Averett Asset Management, LLC 23
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 23
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 23
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 23
Ossiam 23
SkyView Investment Advisors, LLC 23
Intrinsic Edge Capital Management LLC 23
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 23
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 23
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 23
BNP Paribas Investment Partners S.A. 23
Thb Asset Management 23
Index Management Solutions, LLC 23
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 23
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 23
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 23
Integrated Wealth Management 23
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 23
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 23
Ledyard National Bank 23
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 23
Belvedere Trading LLC 23
Childress Capital Advisors, Llc 23
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 23
PENN SERIES FUNDS INC - Flexibly Managed Fund 23
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 23
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 23
Clear Harbor Asset Management, LLC 23
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 23
Old Mutual Global Investors (UK) Ltd. 23
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 23
Bollard Group LLC 23
Quest Capital Management Inc /adv 23
Princeton Global Asset Management LLC 23
Independent Advisor Alliance 23
Machina Capital S.a.s. 23
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 23
Montag A & Associates Inc 23
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 22
GLG Partners LP 22
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 22
TRUE Private Wealth Advisors 22
Sentry Investment Management Llc 22
Integrated Wealth Concepts LLC 22
Orbimed Advisors Llc 22
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 22
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 22
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 22
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 22
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 22
Advanced Series Trust - Ast Mid-cap Growth Portfolio 22
Koch Industries Inc 22
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 22
Exane Derivatives 22
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 22
VCULX - VALIC Co I - Growth Fund 22
FundVantage Trust - Verplanck Balanced Fund 22
Ballentine Partners, LLC 22
Enlightenment Research, LLC 22
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 22
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 22
Hudock, Inc. 22
Beacon Pointe Advisors, LLC 22
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 22
Banco Santander, S.A. 22
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 22
Forsta Ap-fonden 22
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 22
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 22
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 22
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 22
Allianzgi Diversified Income & Convertible Fund 22
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 22
Spring Creek Capital Llc 22
Mycio Wealth Partners, Llc 22
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 22
ARK Investment Management LLC 22
Basso Capital Management, L.p. 22
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 22
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 22
Davy Global Fund Management Ltd 22
Symmetry Partners, LLC 22
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 22
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 22
Elequin Capital Lp 22
Northwest Investment Counselors, Llc 22
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 22
Worldquant Millennium Advisors Llc 22
Tiverton Asset Management Llc 22
Comerica Securities,inc. 22
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 22
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 22
Evercore Wealth Management, LLC 22
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 22
Harvest Group Wealth Management, Llc 22
West Paces Advisors Inc. 22
Janus Capital Management Llc 22
EverPoint Asset Management, LLC 22
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 22
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 22
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 22
Financial Advocates Investment Management 22
Opal Wealth Advisors, LLC 22
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 22
MARSHALL WACE ASIA Ltd 22
First Allied Advisory Services, Inc. 22
Perkins Coie Trust Co 22
Blackrock Ltd Duration Income Trust 22
Timber Hill LLC 22
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 22
Dai-Ichi Life Insurance Company, Ltd 22
Washington Trust Advisors, Inc. 22
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 22
Axxcess Wealth Management, Llc 22
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 22
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 22
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 22
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 22
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 22
White Pine Capital Llc 22
Sumitomo Mitsui DS Asset Management Company, Ltd 22
Rockefeller Financial Services Inc 22
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 22
Total Clarity Wealth Management, Inc. 22
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 22
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 22
Harvest Management Llc 22
Change Path, LLC 22
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 22
Tyers Asset Management LLC 22
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 22
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 22
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 22
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 22
Vigilant Capital Management, LLC 22
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 22
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 22
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 22
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 22
Benjamin Edwards Inc 22
RBB FUND, INC. - Adara Smaller Companies Fund 22
Calamos Global Dynamic Income Fund 22
Coastal Investment Advisors, Inc. 22
Gupta Wealth Management LLC 22
Clean Yield Group 22
Paces Ferry Wealth Advisors, Llc 22
HighMark Wealth Management LLC 21
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 21
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 21
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 21
Kovitz Investment Group Partners, LLC 21
Standard Family Office LLC 21
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 21
Redpoint Investment Management Pty Ltd 21
AIA Group Ltd 21
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 21
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 21
Kistler-Tiffany Companies, LLC 21
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 21
Apollon Wealth Management, LLC 21
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 21
Hussman Strategic Advisors, Inc. 21
Kelly Financial Services LLC 21
B. Metzler seel. Sohn & Co. Holding AG 21
Wedge Capital Management L L P/nc 21
Castle Creek Arbitrage, LLC 21
Epoch Investment Partners, Inc. 21
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 21
SOA Wealth Advisors, LLC. 21
Capital Asset Advisory Services LLC 21
Shaolin Capital Management LLC 21
Tfo-tdc, Llc 21
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 21
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 21
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 21
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 21
Ativo Capital Management LLC 21
Cortina Asset Management, LLC 21
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 21
Tradewinds Capital Management, LLC 21
Punch & Associates Investment Management, Inc. 21
National Planning Corp 21
J.w. Cole Advisors, Inc. 21
Wealthfront Inc 21
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 21
Gideon Capital Advisors, Inc. 21
Prescott Group Capital Management, L.l.c. 21
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 21
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 21
Shapiro Robert N 21
NewEdge Wealth, LLC 21
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 21
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 21
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 21
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 21
Aristeia Capital Llc 21
Oliver Lagore Vanvalin Investment Group 21
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 21
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 21
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 21
Confluence Wealth Services, Inc. 21
Gyon Technologies Capital Management, LP 21
Rtw Investments, Lp 21
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 21
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 21
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 21
Tucker Asset Management Llc 21
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 21
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 21
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 21
STXV - EA Series Trust - Strive 1000 Value ETF 21
Vanguard Whitehall Funds 21
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 21
Marquette Asset Management, LLC 21
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 21
Fjarde Ap-fonden /fourth Swedish National Pension Fund 21
Bluefin Capital Management, Llc 21
Regal Investment Advisors LLC 21
Teton Westwood Funds 21
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 21
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 21
Boston Advisors Llc 21
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 21
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 21
Procyon Private Wealth Partners, LLC 21
LGT Financial Advisors LLC 21
Capital Bank & Trust Co 21
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 21
Argent Capital Management Llc 21
ISAM Funds (UK) Ltd 21
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 21
Agf Management Ltd 21
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 21
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 21
First Capital Advisors Group, LLC. 21
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 21
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 21
Crestline Management, LP 21
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 21
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 21
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 21
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 21
Duncker Streett & Co Inc 21
Icon Advisers Inc/co 21
Capital International Investors 21
National Pension Service 21
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 21
Periscope Capital Inc. 21
Freestone Grove Partners LP 21
Resona Asset Management Co.,Ltd. 21
Romano Brothers And Company 21
Empirical Finance, LLC 21
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 21
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 21
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 21
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 21
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 21
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 21
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 21
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 21
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 21
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 21
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 21
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 21
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 21
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 21
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 21
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 21
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 21
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 21
American National Bank 21
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 21
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 21
Baader Bank INC 21
Beacon Capital Management, LLC 21
HB Wealth Management, LLC 21
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 21
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 21
Buckingham Strategic Wealth, Llc 21
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 21
Parkwood LLC 21
Logan Capital Management Inc 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 21
B. Metzler seel. Sohn & Co. AG 21
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 21
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 21
Chilton Capital Management Llc 21
Byrne Asset Management LLC 21
Gulf International Bank (UK) Ltd 21
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 21
Strengthening Families & Communities, LLC 21
Thurston, Springer, Miller, Herd & Titak, Inc. 21
Banque Transatlantique SA 21
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 21
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 21
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 21
Inspire Advisors, LLC 21
John Hancock Funds II - Health Sciences Fund Class NAV 21
Lake Street Advisors Group, Llc 21
Virtus Investment Advisers, Inc. 21
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 21
Brasada Capital Management, Lp 21
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 21
Centerpoint Advisors, LLC 21
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 20
AIEQ - ETF Managers Trust - AI Powered Equity ETF 20
Barrow Hanley Mewhinney & Strauss Llc 20
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 20
Symphony Financial, Ltd. Co. 20
Rakuten Investment Management, Inc. 20
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 20
Banque Pictet & Cie Sa 20
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 20
Column Capital Advisors, LLC 20
Kentucky Retirement Systems 20
CBIZ Investment Advisory Services, LLC 20
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 20
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 20
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 20
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 20
Pier Capital, LLC 20
Welch & Forbes Llc 20
Aaron Wealth Advisors LLC 20
Longfellow Investment Management Co Llc 20
Liontrust Investment Partners LLP 20
Barrett Asset Management, LLC 20
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 20
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 20
Wesbanco Bank Inc 20
Amerivest Investment Management LLC 20
Regentatlantic Capital Llc 20
Scout Investments, Inc. 20
YHB Investment Advisors, Inc. 20
Hanson & Doremus Investment Management 20
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 20
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 20
Capitolis Advisors LLC 20
Perpetual Ltd 20
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 20
TimesSquare Capital Management, LLC 20
PGGM Investments 20
IMA Wealth, Inc. 20
Kb Financial Partners, Llc 20
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 20
Meritage Portfolio Management 20
Bb&t Securities, Llc 20
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 20
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 20
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 20
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 20
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 20
Linden Advisors Lp 20
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 20
Laffer Investments 20
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 20
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 20
Glg Llc 20
Amplius Wealth Advisors, LLC 20
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 20
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 20
Denver Investment Advisors Llc 20
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 20
NorthCrest Asset Manangement, LLC 20
AlphaMark Advisors, LLC 20
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 20
Mbb Public Markets I Llc 20
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 20
Oakbrook Investments Llc 20
Sigma Planning Corp 20
Fieldview Capital Management, LLC 20
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 20
Cribstone Capital Management, LLC 20
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 20
Psagot Value Holdings Ltd. / (Israel) 20
Denali Advisors Llc 20
West Oak Capital, LLC 20
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 20
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 20
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 20
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 20
Burney Co/ 20
Sectoral Asset Management Inc 20
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 20
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 20
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 20
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 20
STRV - EA Series Trust - Strive 500 ETF 20
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 20
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 20
Livforsakringsbolaget Skandia, Omsesidigt 20
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 20
Ionic Capital Management LLC 20
I.g. Investment Management, Ltd. 20
Rotella Capital Management, Inc. 20
Bleakley Financial Group, LLC 20
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 20
Qsemble Capital Management, LP 20
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 20
Oversea-Chinese Banking CORP Ltd 20
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 20
Yakira Capital Management, Inc. 20
Meeder Advisory Services, Inc. 20
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 20
Highland Capital Management, Llc 20
Wbi Investments, Inc. 20
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 20
Telemetry Investments, L.L.C. 20
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 20
La Banque Postale Asset Management SA 20
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 20
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 20
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 20
K2 Principal Fund, L.p. 20
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 20
Mn Services Vermogensbeheer B.V. 20
Westside Investment Management, Inc. 20
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 20
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 20
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 20
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 20
Dunhill Financial, LLC 20
Syon Capital Llc 20
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 20
Rothschild Asset Management Inc 20
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 20
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 20
Qrg Capital Management, Inc. 20
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 20
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 20
IMC-Chicago, LLC 20
Qtron Investments LLC 20
Alera Investment Advisors, LLC 20
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 20
Signet Financial Management, Llc 20
Tlp Group Llc 20
E. Ohman J:or Asset Management AB 20
Virtue Capital Management, LLC 20
One Wealth Advisors, LLC 20
Kapitalo Investimentos Ltda 20
Gardner Lewis Asset Management L P 20
Lincoln National Corp 20
Dubuque Bank & Trust Co 20
People's United Financial, Inc. 20
Investors Research Corp 20
CenterStar Asset Management, LLC 20
LRI Investments, LLC 20
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 20
WR Wealth Planners, LLC 20
Railway Pension Investments Ltd 20
Caldwell Securities, Inc 20
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 20
Man Investments Ltd 20
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 20
Guggenheim Strategic Opportunities Fund 20
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 20
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 20
Achmea Investment Management B.V. 20
Donoghue Forlines LLC 20
FNY Partners Fund LP 20
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 20
Adviser Investments LLC 20
Nuveen Core Equity Alpha Fund 20
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 20
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 20
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 20
IFM Investors Pty Ltd 20
Ritholtz Wealth Management 20
Atlantic Trust, LLC 20
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 20
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 20
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 19
Sierra Capital LLC 19
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 19
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 19
Dynamic Advisor Solutions LLC 19
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 19
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 19
Allianzgi Equity & Convertible Income Fund 19
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 19
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 19
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 19
Dynamic Technology Lab Pte Ltd 19
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 19
Next Financial Holdings 19
tru Independence LLC 19
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 19
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 19
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 19
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 19
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 19
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 19
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 19
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 19
Alpha Windward Llc 19
Castleview Partners, Llc 19
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 19
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 19
Metis Global Partners, LLC 19
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 19
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 19
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 19
Capital Investment Advisory Services, LLC 19
Heritage Wealth Advisors 19
Highline Wealth Partners Llc 19
Bellwether Advisors, LLC 19
Buckingham Strategic Partners 19
Kentucky Retirement Systems Insurance Trust Fund 19
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 19
Dogwood Wealth Management LLC 19
Rosenberg Matthew Hamilton 19
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 19
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 19
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 19
Mission Wealth Management, Lp 19
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 19
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 19
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 19
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 19
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 19
Core Alternative Capital 19
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 19
Wetzel Investment Advisors, Inc. 19
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 19
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 19
NatWest Group plc 19
St Germain D J Co Inc 19
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 19
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 19
Zebra Capital Management LLC 19
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 19
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 19
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 19
Atlantic Union Bankshares Corp 19
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 19
Desjardins Global Asset Management Inc. 19
Prime Capital Investment Advisors, LLC 19
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 19
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 19
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 19
Skylands Capital, LLC 19
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 19
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 19
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 19
China Universal Asset Management Co., Ltd. 19
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 19
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 19
Fifth Third Wealth Advisors LLC 19
RSSL - Global X Funds - Global X Russell 2000 ETF 19
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 19
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 19
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 19
ASR Vermogensbeheer N.V. 19
Charter Oak Capital Management, LLC 19
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 19
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 19
Oaktree Capital Management Lp 19
Ibex Investors LLC 19
Family Firm, Inc. 19
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 19
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 19
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 19
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 19
Mutual Advisors, LLC 19
Wetherby Asset Management Inc 19
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 19
Legacy Financial Advisors, Inc. 19
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 19
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 19
Eudaimonia Partners, LLC 19
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 19
Cowen Group, Inc. 19
Cavalier Investments, LLC 19
Susquehanna Portfolio Strategies, LLC 19
Dorsey & Whitney Trust CO LLC 19
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 19
Fort, L.p. 19
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 19
Pinnacle Bancorp, Inc. 19
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 19
Amplify ETF Trust - Amplify AI Powered Equity ETF 19
Invictus RG Pte. Ltd. 19
Granite Investment Partners, LLC 19
BDO Wealth Advisors, LLC 19
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 19
STFBX - Advisers Investment Trust - State Farm Balanced Fund 19
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 19
Bedel Financial Consulting, Inc. 19
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 19
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 19
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 19
Avestar Capital, LLC 19
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 19
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 19
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 19
HighPoint Advisor Group LLC 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 19
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 19
Equitec Specialists, Llc 19
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 19
Blackrock Debt Strategies Fund, Inc. 19
AlphaOne Investment Services, LLC 19
First Eagle Investment Management, LLC 19
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 19
Gilder Gagnon Howe & Co Llc 19
Gateway Investment Advisers Llc 19
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 19
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 19
Redwood Wealth Management Group, LLC 19
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 19
Telemus Capital, Llc 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 19
Golden State Equity Partners 19
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 19
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 19
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 19
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 19
Bellevue Asset Management, Llc 19
BlackRock Health Sciences Trust II 19
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 19
Bp Plc 19
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 19
Wilbanks Smith & Thomas Asset Management Llc 19
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 19
Aureus Asset Management, LLC 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 19
Seeyond 19
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 19
First Interstate Bank 19
Tibra Equities Europe Ltd 19
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 19
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 19
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 19
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 19
SpiderRock Advisors, LLC 19
Householder Group Estate & Retirement Specialist, LLC 19
Bbva Usa 19
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 19
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 18
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 18
Van Den Berg Management I, Inc 18
Deltec Asset Management Llc 18
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 18
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 18
Winnow Wealth Llc 18
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 18
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 18
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 18
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 18
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 18
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 18
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 18
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 18
Strategic Wealth Partners, Ltd. 18
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 18
First New York Securities Llc /ny 18
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 18
Avalon Advisors, Llc 18
CHICAGO TRUST Co NA 18
Gdl Fund 18
CPI - IndexIQ ETF Trust - IQ Real Return ETF 18
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 18
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 18
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 18
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 18
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 18
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 18
Profunds - Profund Vp Large-cap Value 18
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 18
PENN SERIES FUNDS INC - Index 500 Fund 18
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 18
Shay Capital LLC 18
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 18
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 18
Profunds - Profund Vp Ultrabull 18
Lucus Advisors Llc 18
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 18
Securian Funds Trust - SFT Index 500 Fund Class 1 18
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 18
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 18
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 18
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 18
Lmcg Investments, Llc 18
Zions Bancorporation 18
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 18
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 18
Van Hulzen Asset Management, LLC 18
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 18
HHM Wealth Advisors, LLC 18
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 18
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 18
Carnegie Capital Asset Management, LLC 18
Cantor Fitzgerald, L. P. 18
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 18
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 18
Generali Asset Management SPA SGR 18
Transamerica Financial Advisors, Inc. 18
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 18
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 18
CCMG - EA Series Trust - CCM Global Equity ETF 18
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 18
Millrace Asset Group, Inc. 18
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 18
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 18
YorkBridge Wealth Partners, LLC 18
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 18
Blackrock Core Bond Trust 18
Hood River Capital Management LLC 18
Bellevue Group AG 18
Sun Life Financial Inc 18
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 18
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 18
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 18
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 18
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 18
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 18
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 18
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 18
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 18
Fiduciary Alliance LLC 18
Robertson Stephens Wealth Management, LLC 18
Usca Ria Llc 18
GoalVest Advisory LLC 18
HBK Sorce Advisory LLC 18
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 18
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 18
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 18
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 18
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 18
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 18
Aptus Capital Advisors, LLC 18
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 18
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 18
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 18
Highland Capital Management Lp 18
Oakworth Capital, Inc. 18
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 18
PACIFIC SELECT FUND - Equity Index Portfolio Class I 18
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 18
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 18
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 18
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 18
PWS - Pacer Funds Trust - Pacer WealthShield ETF 18
Chiron Investment Management, LLC 18
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 18
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 18
Mascoma Wealth Management LLC 18
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 18
Mendota Financial Group, LLC 18
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 18
Transamerica Partners Funds Group Ii 18
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 18
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 18
Transamerica Partners Funds Group 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 18
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 18
Pinnacle Financial Partners Inc 18
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 18
Bluestein R H & Co 18
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 18
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 18
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 18
Berkley W R Corp 18
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 18
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 18
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 18
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 18
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 18
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 18
NorthRock Partners, LLC 18
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 18
SSO - PROSHARES TRUST - ProShares Ultra S&P500 18
Binnacle Investments Inc 18
Corient Capital Partners, LLC 18
Sugarloaf Wealth Management, LLC 18
Six Circles Trust - Six Circles Credit Opportunities Fund 18
Ingalls & Snyder Llc 18
Simplicity Wealth,LLC 18
Degroof Petercam Asset Management 18
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 18
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 18
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 18
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 18
Arlington Partners LLC 18
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 18
Personal Wealth Partners 18
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 18
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 18
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 18
BLPIX - Profunds - Bull Profund Investor Class 18
Sensato Investors LLC 18
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 18
Investment Management Corp of Ontario 18
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 18
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 18
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 18
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 18
Spdr S&p 500 Etf Trust 18
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 18
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 18
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 18
Crestwood Advisors Group LLC 18
Vinva Investment Management Ltd 18
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 18
Integrated Advisors Network LLC 18
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 18
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 18
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 18
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 18
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 18
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 18
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 18
Wilmington Funds Management Corp 18
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 18
Mill Creek Capital Advisors, LLC 18
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 18
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 18
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 18
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 18
Tuttle Tactical Management LLC 18
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 18
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 18
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 18
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 18
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 18
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 18
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 18
ULPIX - Profunds - Ultrabull Profund Investor Class 18
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 18
Mfs Multimarket Income Trust 18
EULAV Asset Management 18
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 18
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 18
LVPIX - Profunds - Large-cap Value Profund Investor Class 18
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 18
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 18
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 18
Endurance Wealth Management, Inc. 18
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 18
Siemens Fonds Invest GmbH 18
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 18
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 18
Mfs Charter Income Trust 18
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 18
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 18
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 18
Nachman Norwood & Parrott, Inc 18
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 18
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 18
Fort Washington Investment Advisors Inc /oh/ 18
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 18
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 18
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 18
VSTIX - VALIC Co I - Stock Index Fund 18
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 18
RHJ International SA 18
Zions Bancorporation, National Association /ut/ 18
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 18
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 18
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 18
Financial Network Wealth Advisors LLC 18
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 18
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 18
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 18
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 18
V-Square Quantitative Management LLC 18
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 18
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 18
Qs Batterymarch Financial Management, Inc 18
Northwest Financial Advisors 18
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 18
Meitav Dash Investments Ltd 18
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 18
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 18
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 18
Level Four Advisory Services, Llc 18
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 18
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 18
Carillon Tower Advisers, Inc. 18
Plato Investment Management Ltd 18
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 18
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 18
NOSIX - Northern Funds - Northern Stock Index Fund 18
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 18
CenterBook Partners LP 18
Profunds - Profund Vp Bull 18
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 18
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 18
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 18
Voleon Capital Management Lp 18
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 18
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 18
Peapack Gladstone Financial Corp 18
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 18
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 18
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 18
Norinchukin Bank, The 18
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 18
Saudi Central Bank 18
Zweig-DiMenna Associates LLC 18
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 18
E Fund Management Co., Ltd. 18
Conning Inc. 18
Wedmont Private Capital 18
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 18
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 18
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 18
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 18
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 18
Aspire Private Capital, LLC 18
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 18
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 18
Royal Fund Management, LLC 18
Gabelli Dividend & Income Trust 18
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 18
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 18
Virtus Alternative Investment Advisers, Inc. 18
VisionPoint Advisory Group, LLC 18
Hall Laurie J Trustee 18
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 18
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 18
Argent Trust Co 18
NEOS Investment Management LLC 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 18
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 18
Bayforest Capital Ltd 18
Redwood Investment Management, Llc 18
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 18
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 18
BlackRock ETF Trust - BlackRock Future Health ETF 17
Eastern Bank 17
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 17
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 17
Williams Jones Wealth Management, LLC. 17
Athanor Capital, Lp 17
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 17
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 17
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 17
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 17
Integrated Investment Consultants, LLC 17
WealthCollab, LLC 17
First National Bank Of Omaha 17
Banco de Sabadell, S.A 17
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 17
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 17
LGT Group Foundation 17
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 17
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 17
Solstein Capital, LLC 17
Claro Advisors LLC 17
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 17
Groupama Asset Managment 17
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 17
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 17
Global Wealth Management Investment Advisory, Inc. 17
Country Trust Bank 17
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 17
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 17
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 17
Asahi Life Asset Management Co., Ltd. 17
Magnus Financial Group LLC 17
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 17
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 17
NJ State Employees Deferred Compensation Plan 17
Mark Sheptoff Financial Planning, Llc 17
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 17
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 17
Bluefin Trading, LLC 17
Ceredex Value Advisors LLC 17
Turtle Creek Wealth Advisors, LLC 17
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 17
VCBCX - VALIC Co I - Blue Chip Growth Fund 17
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 17
Allred Capital Management, LLC 17
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 17
AIA Investment Management Private Ltd 17
Frazier Financial Advisors, LLC 17
Advisory Alpha, LLC 17
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 17
Oarsman Capital, Inc. 17
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 17
NorthCoast Asset Management LLC 17
1620 Investment Advisors, Inc. 17
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 17
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 17
Neuburgh Advisers LLC 17
Moloney Securities Asset Management, LLC 17
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF 17
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 17
Vise Technologies, Inc. 17
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 17
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 17
HighVista Strategies LLC 17
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 17
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 17
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 17
Exencial Wealth Advisors, Llc 17
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 17
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 17
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 17
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 17
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 17
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 17
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 17
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 17
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 17
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 17
Stephens Investment Management Group LLC 17
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 17
Cypress Capital Management LLC (WY) 17
Red Tortoise LLC 17
Sabby Management, Llc 17
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 17
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 17
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 17
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 17
Destination Wealth Management 17
U.S. Capital Wealth Advisors, LLC 17
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 17
ICA Group Wealth Management, LLC 17
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 17
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 17
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 17
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 17
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 17
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 17
SFY - Tidal ETF Trust - SoFi Select 500 ETF 17
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 17
Ogorek Anthony Joseph /ny/ /adv 17
Czech National Bank 17
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 17
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 17
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 17
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 17
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 17
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 17
Segantii Capital Management Ltd 17
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 17
Bb&t Investment Services, Inc. 17
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 17
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 17
Knight Capital Group, Inc. 17
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 17
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 17
Parnassus Investments /ca 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 17
Hollencrest Capital Management 17
Community Bank, N.A. 17
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 17
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 17
Fidelis Capital Partners, LLC 17
Caxton Associates Llp 17
Center for Financial Planning, Inc. 17
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 17
Sheets Smith Wealth Management 17
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 17
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 17
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 17
Putnam Fl Investment Management Co 17
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 17
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 17
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 17
StoneX Group Inc. 17
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 17
Allstate Investment Management Co 17
Price Wealth Management, Inc. 17
Anfield Capital Management, LLC 17
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 17
Peregrine Capital Management Llc 17
Piermont Capital Management LLC 17
Us Financial Advisors, Llc 17
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 17
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 17
D'Orazio & Associates, Inc. 17
Fulton Bank, N.a. 17
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 17
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 17
Advantage Investment Management, Llc 17
Pacifica Partners Inc. 17
Sageworth Trust Co of South Dakota 17
Pnc Funds 17
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 17
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 17
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 17
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 17
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 17
Raiffeisen Bank International AG 17
RVRB - ADVISORS SERIES TRUST - Reverb ETF 17
TrimTabs Asset Management, LLC 17
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 17
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 17
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 17
Modera Wealth Management, LLC 17
Dfa Investment Trust Co - The U.s. Large Cap Value Series 17
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 17
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 17
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 17
LGPIX - Profunds - Large-cap Growth Profund Investor Class 17
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 17
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 17
BlueCrest Capital Management LLP 17
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 17
Blackrock Credit Allocation Income Trust 17
Santa Fe Partners LLC 17
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 17
Thompson Investment Management, Inc. 17
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 17
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 17
Shine Investment Advisory Services Inc 17
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 17
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 17
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 17
Joel Isaacson & Co., LLC 17
Tygh Capital Management, Inc. 17
Shellback Capital, LP 17
Gitterman Wealth Management, LLC 17
Moisand Fitzgerald Tamayo, LLC 17
Mizuho Trust & Banking Co., Ltd. 17
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 17
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 17
Johnson Investment Counsel Inc 17
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 17
Carmel Capital Partners, LLC 17
Friess Associates Llc 17
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 17
Calamos Convertible Opportunities & Income Fund 17
Calamos Convertible & High Income Fund 17
Lansforsakringar Fondforvaltning AB (publ) 17
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 17
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 17
iA Global Asset Management Inc. 17
Context Capital Management, LLC 17
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 17
Wcm Investment Management, Llc 17
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 17
Cantab Capital Partners LLP 17
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 17
Blackstone Group Inc 17
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 17
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 17
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 17
Profunds - Profund Vp Large-cap Growth 17
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 17
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 17
Arcadia Investment Management Corp/mi 17
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 17
DecisionPoint Financial, LLC 17
111 Capital 17
Vaughan Nelson Investment Management, L.p. 17
Archford Capital Strategies, LLC 17
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 17
Clarius Group, LLC 17
Addison Advisors LLC 17
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 17
Profunds - Profund Vp Industrials 17
DRW Securities, LLC 17
Central Pacific Bank - Trust Division 17
Signition Lp 17
Gryphon Financial Partners LLC 17
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 17
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 17
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 17
Waratah Capital Advisors Ltd. 17
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 17
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 17
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 17
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 17
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 17
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 17
Copeland Capital Management, LLC 17
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 16
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 16
Vantage Investment Advisors, LLC 16
Pine River Capital Management L.P. 16
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 16
Alta Advisers Ltd 16
Perbak Capital Partners LLP 16
Champlain Investment Partners, LLC 16
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 16
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 16
DC Investments Management, LLC 16
Rivernorth Capital Management, Llc 16
Fairfield, Bush & Co. 16
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 16
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 16
Moody Lynn & Lieberson, Llc 16
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 16
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 16
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 16
J. Safra Sarasin Holding AG 16
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 16
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 16
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 16
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 16
Founders Financial Alliance, LLC 16
Fiduciary Trust Co 16
Millstone Evans Group, LLC 16
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 16
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 16
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 16
Jag Capital Management, Llc 16
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 16
Mesirow Financial Investment Management, Inc. 16
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 16
Canandaigua National Bank & Trust Co 16
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 16
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 16
PFM Health Sciences, LP 16
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 16
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 16
Kinneret Advisory, LLC 16
Global X Japan Co., Ltd. 16
Capital Guardian Trust Co 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 16
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 16
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 16
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 16
Mint Tower Capital Management B.V. 16
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 16
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 16
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 16
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 16
De Burlo Group Inc 16
Dakota Wealth Management 16
Mastrapasqua Asset Management Inc 16
Trust Point Inc. 16
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 16
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 16
PRW Wealth Management LLC 16
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 16
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 16
Emerald Investment Partners, Llc 16
Verus Capital Partners, Llc 16
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 16
Osterweis Capital Management Inc 16
Truewealth Llc 16
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 16
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 16
Bryce Point Capital, LLC 16
Gerber Kawasaki Wealth & Investment Management 16
Global X Management CO LLC 16
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 16
Beck Bode, LLC 16
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 16
Mirova 16
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 16
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 16
Schechter Investment Advisors, LLC 16
Savior LLC 16
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 16
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 16
Varma Mutual Pension Insurance Co 16
Intrust Bank Na 16
Paradigm Capital Management Inc/ny 16
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 16
Industrial Alliance Investment Management Inc. 16
Graypoint LLC 16
Howard Hughes Medical Institute 16
Strategic Blueprint, LLC 16
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 16
New England Research & Management, Inc. 16
Hilltop Holdings Inc. 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 16
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 16
Sittner & Nelson, Llc 16
BlackRock ESG Capital Allocation Trust 16
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 16
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 16
Mosaic Family Wealth, LLC 16
Kaizen Advisory, Llc 16
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 16
Institutional Investment Strategy Fund 16
Lebenthal Asset Management, LLC 16
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 16
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 16
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 16
Armistice Capital, Llc 16
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 16
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 16
High Note Wealth, LLC 16
Great Valley Advisor Group, Inc. 16
Hartford Financial Management Inc. 16
First Command Advisory Services, Inc. 16
Stoneridge Investment Partners Llc 16
Mach-1 Financial Group, Inc. 16
Trustmark National Bank Trust Department 16
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 16
Nuveen S&p 500 Dynamic Overwrite Fund 16
Heritage Financial Services, LLC 16
Scopus Asset Management, L.p. 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 16
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 16
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 16
Zazove Associates Llc 16
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 16
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 16
Patton Fund Management, Inc. 16
My Personal CFO, LLC 16
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 16
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 16
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 16
Formidable Asset Management, LLC 16
Hartford Series Fund Inc 16
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 16
Edge Wealth Management LLC 16
Claraphi Advisory Network, LLC 16
TIG Advisors, LLC 16
Ardevora Asset Management LLP 16
Sumitomo Life Insurance Co 16
Calton & Associates, Inc. 16
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 16
Avitas Wealth Management LLC 16
Equitec Proprietary Markets, Llc 16
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 16
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 16
APBAX - Cavanal Hill Funds - Active Core Fund Investor 16
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class 16
Rathbone Brothers plc 16
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 16
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 16
Meiji Yasuda Life Insurance Co 16
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 16
Blackrock Corporate High Yield Fund, Inc. 16
25 Llc 16
Foresters Investment Management Company, Inc. 16
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 16
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 16
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 16
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 16
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 16
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 16
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 16
Newfound Research LLC 16
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 16
Axiom International Investors Llc /de 16
Parsons Capital Management Inc/ri 16
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 16
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 16
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 16
TradeLink Capital LLC 16
Evolution Wealth Advisors, LLC 16
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 16
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 16
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 16
Manatuck Hill Partners, LLC 16
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 16
Heritage Wealth Management, Llc 16
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 16
Atticus Wealth Management, Llc 16
Farringdon Capital, Ltd. 16
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 16
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 16
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 16
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 16
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 16
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 16
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 16
Oak Associates Ltd /oh/ 16
Counterpoint Mutual Funds LLC 16
Readystate Asset Management Lp 16
Semanteon Capital Management, LP 16
Perkins Investment Management, LLC 16
West Tower Group, LLC 16
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 16
Kula Investments, LLC 16
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 16
AllianzGI Artificial Intelligence & Technology Opportunities Fund 16
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 16
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 16
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 16
TCTC Holdings, LLC 16
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 16
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 16
Kiwi Wealth Investments Limited Partnership 16
Greenline Partners, LLC 16
Caitlin John, LLC 16
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 16
Ibex Wealth Advisors 16
Planning Capital Management Corp 16
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 16
Hexavest Inc. 16
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 16
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 16
Wahed Invest LLC 16
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 16
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 16
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 16
Telemark Asset Management, LLC 16
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 16
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 16
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 16
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 16
1st Global Advisors, Inc. 16
Jackson Creek Investment Advisors LLC 15
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 15
DT Investment Partners, LLC 15
Operose Advisors LLC 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 15
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 15
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 15
Mufg Securities Americas Inc. 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 15
Douglass Winthrop Advisors, LLC 15
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 15
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 15
Pensionfund DSM Netherlands 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 15
Retirement Planning Co of New England, Inc. 15
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 15
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 15
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 15
Voya Financial Advisors, Inc. 15
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 15
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 15
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 15
Reynders McVeigh Capital Management, LLC 15
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 15
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 15
Atlanta Capital Management Co L L C 15
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 15
Fund Management at Engine No. 1 LLC 15
Rossby Financial, LCC 15
Cim Investment Mangement Inc 15
Guardian Life Insurance Co Of America 15
Beaird Harris Wealth Management, LLC 15
Clark Capital Management Group, Inc. 15
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 15
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 15
Cramer Rosenthal Mcglynn Llc 15
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 15
Canada Post Corp Registered Pension Plan 15
Eventide Asset Management, Llc 15
Redwood Investments, LLC 15
Next Century Growth Investors Llc 15
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 15
Quantum Capital Management 15
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 15
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 15
Radcliffe Capital Management, L.P. 15
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 15
TRFM - ETF Series Solutions - AAM Transformers ETF 15
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 15
Zurich Insurance Group Ltd/FI 15
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 15
John G Ullman & Associates Inc 15
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 15
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 15
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 15
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 15
MML Series Investment Fund II - MML Asset Momentum Fund Class II 15
MML Series Investment Fund II - MML Equity Fund Initial Class 15
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 15
Kanaly Trust Co 15
Trifecta Capital Advisors, LLC 15
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 15
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 15
L & S Advisors Inc 15
Advisor OS, LLC 15
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 15
Delta Lloyd Nv 15
Bridges Investment Management Inc 15
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 15
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 15
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 15
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 15
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 15
Richard Bernstein Advisors LLC 15
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 15
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 15
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 15
Compass Wealth Management LLC 15
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 15
Evermay Wealth Management Llc 15
Kingdon Capital Management, L.l.c. 15
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 15
Boston Private Bank & Trust Co 15
Senator Investment Group LP 15
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 15
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 15
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 15
Gabelli Equity Series Funds Inc 15
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 15
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 15
Zrc Wealth Management, Llc 15
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 15
SummitTX Capital, L.P. 15
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 15
Frank, Rimerman Advisors LLC 15
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 15
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 15
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 15
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 15
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 15
Nfj Investment Group, Llc 15
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 15
Hennion & Walsh Asset Management, Inc. 15
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 15
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 15
WestEnd Advisors, LLC 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 15
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 15
Horan Securities, Inc. 15
Old Second National Bank Of Aurora 15
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 15
Seizert Capital Partners, Llc 15
Portside Wealth Group, LLC 15
AXS Investments LLC 15
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 15
New England Securities Corp /MA/ 15
First Pacific Advisors, LP 15
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 15
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 15
Arlington Trust Co LLC 15
Norden Group Llc 15
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 15
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 15
Arete Wealth Advisors, LLC 15
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 15
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 15
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 15
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 15
Bahl & Gaynor Inc 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 15
Insight Capital Research & Management Inc 15
Financial Counselors Inc 15
Bfsg, Llc 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 15
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 15
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 15
Ironwood Investment Management Llc 15
Ilmarinen Mutual Pension Insurance Co 15
Coe Capital Management, LLC 15
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 15
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 15
Allianzgi Convertible & Income Fund Ii 15
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 15
Cornerstone Wealth Management, LLC 15
Opseu Pension Plan Trust Fund 15
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 15
Surevest, LLC 15
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 15
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 15
Knuff & Co LLC 15
Wealthspire Advisors, LLC 15
K.J. Harrison & Partners Inc 15
Valued Wealth Advisors LLC 15
Qci Asset Management Inc/ny 15
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 15
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 15
Next Capital Management LLC 15
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 15
Roundview Capital LLC 15
Mizuho Securities Usa Llc 15
361 Capital Llc 15
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 15
Redmond Asset Management, LLC 15
Girard Partners Ltd. 15
Unique Wealth Strategies, LLC 15
Estabrook Capital Management 15
Resources Management Corp /ct/ /adv 15
VCSMX - VALIC Co I - Small Cap Fund 15
VGLSX - VALIC Co I - Global Strategy Fund 15
Canton Hathaway, LLC 15
Equitable Holdings, Inc. 15
New Age Alpha Advisors, LLC 15
Abich Financial Wealth Management LLC 15
Blue Water Life Science Advisors, LLC 15
UXI - PROSHARES TRUST - ProShares Ultra Industrials 15
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 15
Ratan Capital Management LP 15
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 15
McIlrath & Eck, LLC 15
Bangor Savings Bank 15
Certified Advisory Corp 15
CNB Bank 15
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 15
Resolute Advisors LLC 15
Rampart Investment Management Company, LLC 15
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 15
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 15
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 15
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 15
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 15
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 15
Headinvest, Llc 15
Cleararc Capital Inc 15
Capstone Series Fund Inc 15
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 15
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 15
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 15
Mowery & Schoenfeld Wealth Management, LLC 15
Gen-Wealth Partners Inc 15
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 15
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 15
Analytic Investors, LLC 15
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 15
Wasatch Advisors Inc 15
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 15
Calamos Dynamic Convertible & Income Fund 15
Choate Investment Advisors 15
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 15
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 15
Wall Street Associates 15
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 15
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 15
Blackrock Multi-sector Income Trust 15
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 15
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 15
Allianzgi Convertible & Income Fund 15
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 15
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 15
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 15
Advent Claymore Convertible Securities & Income Fund 15
Legg Mason Investment Counsel, LLC 15
Sage Mountain Advisors LLC 15
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 15
Ridgewood Investments LLC 15
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 15
ACVF - ETF Opportunities Trust - American Conservative Values ETF 15
Rockbridge Investment Management, LCC 15
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 15
Verdence Capital Advisors LLC 15
Onefund, Llc 15
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 15
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 15
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 15
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 15
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 15
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 15
Twin Capital Management Inc 15
Liberty All Star Growth Fund Inc. 15
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 15
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 15
Steel Peak Wealth Management LLC 15
BOK Financial Private Wealth, Inc. 15
Braun Stacey Associates Inc 15
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 15
Great Diamond Partners, LLC 15
MBOVX - M FUND INC - M Large Cap Value Fund 15
Avanza Fonder AB 15
Chilton Investment Co Llc 15
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 15
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 15
EPG Wealth Management LLC 15
First Bank & Trust 15
Transamerica Partners Portfolios 15
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 15
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 15
Axiom Investment Management LLC 15
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 15
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 15
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 15
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 15
McAdam, LLC 15
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 15
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 15
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 15
Sawgrass Asset Management Llc 15
DLD Asset Management, LP 15
Bourgeon Capital Management Llc 15
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 15
Spot Trading L.l.c. 15
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 15
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 15
Shinko Asset Management Co., Ltd. 15
Integral Derivatives, LLC 15
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 15
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 15
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 15
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 15
Prio Wealth Limited Partnership 15
First American Bank 15
Folger Hill Asset Management LP 15
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 15
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 15
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 15
Webster Bank, N. A. 15
LKBAX - LKCM Funds - LKCM Balanced Fund 15
Laurel Wealth Advisors, Inc. 14
Institute for Wealth Management, LLC. 14
Brown Advisory Securities, LLC 14
Icon Wealth Partners, LLC 14
Greenwood Capital Associates Llc 14
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 14
Parisi Gray Wealth Management 14
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 14
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 14
Cannell Peter B & Co Inc 14
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 14
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 14
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 14
Connectus Wealth, LLC 14
G2 Investment Partners Management LLC 14
Independence Bank of Kentucky 14
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 14
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 14
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 14
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 14
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 14
Endurant Capital Management LP 14
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 14
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 14
Spears Abacus Advisors LLC 14
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 14
Kingsview Wealth Management, LLC 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 14
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 14
APG Asset Management US Inc. 14
Tradeworx Inc. 14
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 14
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 14
Geneva Advisors, LLC 14
PFG Private Wealth Management, LLC 14
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 14
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 14
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 14
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 14
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 14
Bard Associates Inc 14
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 14
Bank Of Hawaii 14
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 14
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 14
Impact Partnership Wealth, LLC 14
Redmile Group, LLC 14
Atomi Financial Group, Inc. 14
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14
Brown, Lisle/cummings, Inc. 14
Carret Asset Management, Llc 14
Osborn Rohs Williams & Donohoe Ltd 14
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 14
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 14
Catapult Capital Management Llc 14
Almanack Investment Partners, LLC. 14
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 14
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 14
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 14
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 14
Rivernorth Opportunities Fund, Inc. 14
Ofi Invest Asset Management 14
Avalon Trust Co 14
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 14
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 14
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 14
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 14
Baird Robert W & Co Inc /wi/ 14
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 14
PFG Investments, LLC 14
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 14
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 14
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 14
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 14
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 14
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 14
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 14
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 14
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 14
Arrowgrass Capital Partners (us) Lp 14
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 14
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 14
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 14
Coatue Management Llc 14
Fernwood Investment Management, LLC 14
FUKOKU MUTUAL LIFE INSURANCE Co 14
Df Dent & Co Inc 14
Beacon Investment Advisory Services, Inc. 14
Linden Thomas Advisory Services, LLC 14
Harwood Advisory Group, LLC 14
HYLD - Exchange Listed Funds Trust - High Yield ETF 14
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 14
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 14
Spectrum Management Group, LLC 14
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 14
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 14
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 14
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 14
Abn Amro Investment Solutions 14
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 14
Tobam 14
Dixon Hughes Goodman Wealth Advisors LLC 14
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 14
Krilogy Financial LLC 14
Royce Global Value Trust, Inc. 14
Oddo Bhf Asset Management Sas 14
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 14
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 14
FormulaFolio Investments, LLC 14
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 14
Aberdeen Asset Management Plc/uk 14
BlackRock Credit Strategies Fund 14
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 14
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 14
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 14
Knights of Columbus Asset Advisors LLC 14
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 14
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 14
S-Bank Fund Management Ltd 14
Blackrock Health Sciences Trust 14
Peregrine Asset Advisers, Inc. 14
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 14
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 14
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 14
Moran Wealth Management, LLC 14
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 14
Cumberland Partners Ltd 14
Lloyd Advisory Services, LLC. 14
Sentinel Asset Management, Inc. 14
Parkman Healthcare Partners LLC 14
Worth Venture Partners, LLC 14
Journey Strategic Wealth Llc 14
Jade Capital Advisors, LLC 14
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 14
Eisler Capital (UK) Ltd. 14
XT - iSHARES TRUST - iShares Exponential Technologies ETF 14
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 14
Invesco Bond Fund 14
Ten Capital Wealth Advisors, LLC 14
MPS Loria Financial Planners, LLC 14
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 14
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 14
First Light Asset Management, LLC 14
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 14
Deseret Mutual Benefit Administrators 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 14
RFP Financial Group LLC 14
Great Lakes Retirement, Inc. 14
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 14
Transcend Wealth Collective, Llc 14
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 14
Prentiss Smith & Co Inc 14
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 14
Oak Ridge Investments Llc 14
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 14
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 14
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 14
IronBridge Capital Management LP 14
WealthTrust-Arizona, LLC 14
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 14
Ferris Capital, Llc 14
Harding Loevner Lp 14
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 14
Personal Capital Advisors Corp 14
American Trust 14
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 14
RMR Wealth Builders 14
CPSIX - Unified Series Trust - Fci Bond Fund 14
Capital One, National Association 14
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 14
Penobscot Investment Management Company, Inc. 14
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 14
RBF Capital, LLC 14
PENN SERIES FUNDS INC - Smid Cap Growth Fund 14
Meridian Wealth Management, LLC 14
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 14
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 14
First Financial Corp /in/ 14
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 14
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 14
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 14
Capital Impact Advisors, LLC 14
Arrow Financial Corp 14
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 14
Oppenheimer Variable Account Funds 14
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 14
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 14
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF 14
Boulder Hill Capital Management Lp 14
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 14
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 14
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 14
Jackson Square Capital, Llc 14
Origin Asset Management LLP 14
Clear Street Llc 14
Avidian Wealth Solutions, LLC 14
AtonRa Partners 14
VCHSX - VALIC Co I - Health Sciences Fund 14
Ellis Investment Partners, LLC 14
Laurel Wealth Advisors LLC 14
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 14
Virtus ETF Advisers LLC 14
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 14
Coastal Capital Group, Inc. 14
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 14
Costello Asset Management, INC 14
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 14
Silvant Capital Management LLC 14
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 14
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 14
Long Island Wealth Management, Inc. 14
Intact Investment Management Inc. 14
CTC Alternative Strategies, Ltd. 14
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 14
Pensionmark Financial Group, Llc 14
ACG Wealth 14
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 14
Jabre Capital Partners S.A. 14
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 14
Cynosure Management, Llc 14
Dynamic Capital Management Ltd 14
Manchester Financial Inc 14
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 14
Pineridge Advisors LLC 14
Burt Wealth Advisors 14
Cna Financial Corp 14
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 14
Aegon Asset Management Uk Plc 14
Pinkerton Retirement Specialists, LLC 14
AlphaCentric Advisors LLC 14
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 14
Baron Silver Stevens Financial Advisors, Llc 14
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 14
Portolan Capital Management, LLC 14
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 14
Curi Wealth Management, LLC 14
WealthStone, Inc. 14
WealthTrust Axiom LLC 14
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 14
Suffolk Capital Management Llc 14
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 14
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 14
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 13
Psagot Investment House Ltd. 13
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 13
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 13
Salomon & Ludwin, LLC 13
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 13
Total Investment Management Inc 13
Sivia Capital Partners, LLC 13
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 13
Bellwether Investment Group, LLC 13
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 13
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 13
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 13
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 13
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 13
Marino, Stram & Associates Llc 13
Optimal Asset Management, Inc. 13
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 13
Coastline Trust Co 13
PenderFund Capital Management Ltd. 13
Winfield Associates, Inc. 13
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 13
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 13
Wellington Shields Capital Management, LLC 13
PFG Advisors 13
Gabelli Healthcare & Wellnessrx Trust 13
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 13
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 13
REAP Financial Group, LLC 13
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 13
Bowling Portfolio Management LLC 13
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 13
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 13
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 13
Spdr S&p Midcap 400 Etf Trust 13
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 13
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 13
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 13
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 13
Weil Company, Inc. 13
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 13
JS Capital Management LLC 13
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 13
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 13
Wagner Wealth Management, Llc 13
Camden Capital, LLC 13
Myriad Asset Management Ltd. 13
Alexandria Capital, LLC 13
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 13
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 13
Chase Investment Counsel Corp 13
Voisard Asset Management Group, Inc. 13
Pfs Investments Inc. 13
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 13
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 13
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 13
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 13
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 13
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 13
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 13
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 13
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 13
Summit Partners Public Asset Management, Llc 13
Washington Capital Management Inc 13
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 13
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 13
Voya Prime Rate Trust 13
Global Trust Asset Management, LLC 13
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 13
Tidemark, LLC 13
Retirement Group, LLC 13
VMIDX - VALIC Co I - Mid Cap Index Fund 13
Edge Advisors, Llc 13
Avidity Partners Management LP 13
AustralianSuper Pty Ltd 13
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 13
Bnc Wealth Management, Llc 13
Your Advocates Ltd., LLP 13
Winch Advisory Services, LLC 13
Knowledge Leaders Capital, LLC 13
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 13
RXL - PROSHARES TRUST - ProShares Ultra Health Care 13
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 13
N.E.W. Advisory Services LLC 13
Unigestion Holding SA 13
Columbia Wanger Asset Management Llc 13
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 13
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 13
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 13
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 13
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 13
AMG National Trust Bank 13
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 13
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 13
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 13
Systematic Alpha Investments, LLC 13
Tdam Usa Inc. 13
Zullo Investment Group, Inc. 13
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 13
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 13
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 13
Marathon Trading Investment Management LLC 13
Gilliland Jeter Wealth Management LLC 13
Dai-ichi Life Holdings, Inc. 13
Chesley Taft & Associates LLC 13
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 13
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 13
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 13
Mizuho Asset Management Co.,Ltd. 13
VBCVX - VALIC Co I - Systematic Value Fund 13
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 13
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 13
Financiere des Professionnels - Fonds d,investissement inc. 13
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 13
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 13
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 13
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 13
Ransom Advisory, Ltd 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 13
Trilogy Capital Inc. 13
Shufro Rose & Co Llc 13
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 13
Seeds Investor Llc 13
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 13
Glenview Capital Management, Llc 13
Hallmark Capital Management Inc 13
NOLVX - Northern Funds - Northern Large Cap Value Fund 13
Pacific Alternative Asset Management Company, Llc 13
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 13
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 13
Empirical Asset Management, LLC 13
Symmetry Investments LP 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 13
Alpine Woods Capital Investors, Llc 13
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 13
NOMIX - Northern Funds - Northern Mid Cap Index Fund 13
Minichmacgregor Wealth Management, Llc 13
Baker Tilly Financial, Llc 13
Trillium Asset Management, Llc 13
SCIU - Global X Funds - Global X Scientific Beta US ETF 13
Leavell Investment Management, Inc. 13
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 13
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 13
Executive Wealth Management, LLC 13
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 13
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 13
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 13
Clearline Capital LP 13
Better Money Decisions, LLC 13
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 13
Otter Creek Advisors, LLC 13
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 13
WFA of San Diego, LLC 13
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 13
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 13
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 13
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 13
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 13
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 13
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 13
Personal Cfo Solutions, Llc 13
Chartwell Investment Partners/pa 13
Tealwood Asset Management Inc 13
Voya Infrastructure, Industrials & Materials Fund 13
PFS Partners, LLC 13
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology 13
Weaver C. Barksdale & Associates, Inc. 13
FSA Wealth Management LLC 13
Monarch Partners Asset Management LLC 13
Garrett Wealth Advisory Group, LLC 13
AdvisorShares Investments LLC 13
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 13
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 13
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 13
Curian Capital Llc 13
MML Series Investment Fund II - MML Blend Fund Initial Class 13
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 13
Relative Value Fund 13
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 13
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 13
Vivaldi Asset Management, LLC 13
Ghisallo Capital Management LLC 13
WMS Partners, LLC 13
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 13
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 13
Stephenson National Bank & Trust 13
Syntal Capital Partners, LLC 13
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 13
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 13
Gables Capital Management Inc. 13
Kingswood Wealth Advisors, Llc 13
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 13
Nemes Rush Group LLC 13
MANA Advisors LLC 13
Gofen & Glossberg Llc /il/ 13
Foster Dykema Cabot & Partners, Llc 13
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 13
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 13
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 13
Boyd Watterson Asset Management Llc/oh 13
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 13
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 13
Renaissance Group Llc 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 13
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 13
Aspect Partners, LLC 13
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 13
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 13
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 13
Nicholas Company, Inc. 13
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 13
Athena Capital Advisors Llc 13
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 13
Creekmur Asset Management LLC 13
III Capital Management 13
AHIVX - American Century Investment Trust - High Income Fund Investor Class 13
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 13
Glenview Trust Co 13
Perritt Capital Management Inc 13
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 13
Tiedemann Advisors, Llc 13
Gladstone Institutional Advisory LLC 13
Sepio Capital, LP 13
Clough Global Opportunities Fund 13
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 13
Clough Global Equity Fund 13
Providence Capital Advisors, LLC 13
Heartland Advisors Inc 13
Arden Investment Series Trust 13
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 13
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 13
City National Bank 13
Confluence Investment Management Llc 13
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 13
Lisanti Capital Growth, LLC 13
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 13
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 13
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 13
Symmetry Peak Management Llc 13
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 13
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 13
Advisors Capital Management, LLC 13
Tekla Capital Management LLC 13
Boston Financial Mangement Llc 13
Saturna Capital CORP 13
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 13
Virginia Retirement System 13
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 13
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 13
UMPIX - Profunds - Ultramid-cap Profund Investor Class 13
Cornerstone Advisory, LLC 13
Boston Family Office Llc 13
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 13
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 13
Ra Capital Management, L.p. 13
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 13
Eagle Global Advisors Llc 13
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 13
Aurora Investment Counsel 13
Absolute Capital Management, LLC 13
F&C Asset Management plc 13
Nikko Asset Management Americas, Inc. 13
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 13
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 13
Winton Capital Management Ltd 13
Profunds - Profund Vp Ultramid-cap 13
Fort Pitt Capital Group, Llc 13
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 13
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 13
MDPIX - Profunds - Mid-cap Profund Investor Class 13
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 13
Profunds - Profund Vp Mid-cap Growth 13
Legg Mason Investment Counsel & Trust Co., N.A. 13
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 13
Griffin Asset Management, Inc. 13
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 13
Profunds - Profund Vp Health Care 13
Credential Qtrade Securities Inc. 13
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 13
Mangrove Partners 13
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 13
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 13
Cm Wealth Advisors Llc 13
Camarda Financial Advisors, LLC 13
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 13
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 13
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 13
PENN SERIES FUNDS INC - Mid Cap Growth Fund 13
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 13
Connable Office Inc 13
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 13
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 13
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 13
Heck Capital Advisors, LLC 13
272 Capital LP 13
Boston Common Asset Management, LLC 13
MBEQX - M FUND INC - M International Equity Fund 13
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 13
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 13
Tyler-Stone Wealth Management 13
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 13
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 13
Quest 10 Wealth Builders, Inc. 13
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 13
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 13
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 13
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 13
Ziegler Capital Management, LLC 13
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 13
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 13
Nbt Bank N A /ny 13
Polaris Wealth Advisory Group, LLC 13
Pictet & Cie (Europe) SA 13
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 13
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 13
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 13
Jackson, Grant Investment Advisers, Inc. 13
Blume Capital Management, Inc. 13
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 13
Oribel Capital Management, LP 13
Strategic Global Advisors, LLC 13
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 13
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 13
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 13
Delta Asset Management Llc/tn 13
Strategy Asset Managers Llc 13
Fortem Financial Group, Llc 13
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 12
Farallon Capital Management Llc 12
683 Capital Management, LLC 12
Brown Capital Management Llc 12
Perella Weinberg Partners Capital Management LP 12
Alpine Associates Management Inc. 12
Angelo Gordon & Co., L.p. 12
Rs Investment Management Co Llc 12
AMF Pensionsforsakring AB 12
SRB Corp 12
Saba Capital Management, L.P. 12
Amica Mutual Insurance Co 12
Penbrook Management LLC 12
Altfest L J & Co Inc 12
Capital Advisors Inc/ok 12
Mairs & Power Inc 12
Capital International Sarl 12
M&r Capital Management Inc 12
Cupps Capital Management, LLC 12
Impax Asset Management LTD 12
Lenox Wealth Management, Inc. 12
Pittenger & Anderson Inc 12
Carmignac Gestion 12
Columbia Partners L L C Investment Management 12
Anson Funds Management LP 12
Keel Point, LLC 12
Roble, Belko & Company, Inc 12
Halbert Hargrove Global Advisors, Llc 12
Patten Group, Inc. 12
Ipswich Investment Management Co., Inc. 12
Jump Trading, LLC 12
Ascend Capital, Llc 12
Brant Point Investment Management Llc 12
Reynolds Capital Management Llc 12
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12
Lee Danner & Bass Inc 12
Westport Resources Management Inc 12
Value Holdings Lp 12
Atwood & Palmer Inc 12
Trust Co Of Toledo Na /oh/ 12
Wright Investors Service Inc 12
Hl Financial Services Llc 12
High Pointe Capital Management Llc 12
Maple Securities Usa Inc 12
Private Wealth Partners, LLC 12
Ikos Cif Ltd 12
Westchester Capital Management, LLC 12
QCM Cayman, Ltd. 12
CI Global Investments Inc. 12
Sivik Global Healthcare LLC 12
Waldron Private Wealth LLC 12
Isthmus Partners, Llc 12
Mitsubishi UFJ Securities Holdings Co., Ltd. 12
Neville Rodie & Shaw Inc 12
City Holding Co 12
Cullinan Associates Inc 12
Exxonmobil Investment Management Inc /tx 12
Wunderlich Securities, Inc. 12
Livingston Group Asset Management CO (operating as Southport Capital Management) 12
Park National Corp /oh/ 12
Kcm Investment Advisors Llc 12
BBT Capital Management, LLC 12
One Capital Management, LLC 12
Greenwich Wealth Management LLC 12
Ferguson Wellman Capital Management, Inc 12
Ninety One UK Ltd 12
Partnervest Advisory Services LLC 12
Guinness Asset Management LTD 12
Morgan Dempsey Capital Management Llc 12
RWC Asset Management LLP 12
Handelsinvest Investeringsforvaltning 12
Sheaff Brock Investment Advisors, LLC 12
Ramsey Quantitative Systems 12
Trust Asset Management LLC 12
Tributary Capital Management, LLC 12
J.Safra Asset Management Corp 12
BTG Pactual Global Asset Management Ltd 12
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 12
Interval Partners, LP 12
Suvretta Capital Management, Llc 12
Rodgers Brothers Inc. 12
Partner Investment Management, L.P. 12
Stifel Nicolaus & Co Inc \mo\ 12
Cahill Financial Advisors Inc 12
aeris Capital Holding GmbH 12
Allegis Investment Advisors, LLC 12
Premier Fund Managers Ltd 12
Mariner Wealth Advisors-NYC, LLC 12
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 12
Munder Capital Management 12
NuWave Investment Management, LLC 12
Well Done, LLC 12
Connecticut Wealth Management, LLC 12
Kohmann Bosshard Financial Services, LLC 12
R&F Capital Advisors LP 12
Calvert Impact Fund Inc 12
Omnia Family Wealth, LLC 12
Morse Asset Management, Inc 12
Delta Lloyd Asset Management N.v. 12
Tiaa, Fsb 12
Ahrens Investment Partners LLC 12
Legacy Advisors, LLC 12
Close Asset Management Ltd 12
Kovack Advisors, Inc. 12
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 12
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 12
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 12
PRNT - Ark ETF Trust - The 3D Printing ETF 12
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 12
Gabelli Convertible & Income Securities Fund Inc 12
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 12
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
Tri-continental Corp 12
WUSAX - WANGER ADVISORS TRUST - Wanger USA 12
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 12
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 12
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 12
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 12
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 12
Eaton Vance Floating-rate Income Trust 12
Global X Funds 12
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 12
Eaton Vance Senior Floating Rate Trust 12
Jpmorgan Trust Iii 12
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 12
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 12
Clough Global Dividend & Income Fund 12
Calamos Global Total Return Fund 12
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 12
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 12
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 12
Vanguard Morgan Growth Fund 12
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 12
Tekla World Healthcare Fund 12
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 12
Squar Milner Financial Services Llc 12
Santori & Peters, Inc. 12
180 Wealth Advisors, Llc 12
Pflug Koory, LLC 12
Equitable Trust Co 12
Kavar Capital Partners, LLC 12
Redhawk Wealth Advisors, Inc. 12
Cooper Financial Group 12
Essex Savings Bank 12
Stratos Wealth Advisors, LLC 12
Arabesque Asset Management Ltd 12
O'Shares Investment Advisers, LLC 12
DeepCurrents Investment Group LLC 12
Edge Capital Group, LLC 12
Gyl Financial Synergies, Llc 12
Quilter Plc 12
Roubaix Capital, LLC 12
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 12
Weaver Consulting Group 12
Stonehage Fleming Financial Services Holdings Ltd 12
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 12
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 12
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 12
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 12
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 12
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 12
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 12
NOCBX - Northern Funds - Northern Core Bond Fund 12
NOFIX - Northern Funds - Northern Fixed Income Fund 12
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 12
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 12
Advanced Series Trust - Ast Small-cap Value Portfolio 12
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 12
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 12
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 12
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 12
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 12
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 12
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 12
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 12
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 12
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 12
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 12
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 12
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 12
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 12
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 12
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 12
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 12
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 12
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 12
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 12
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 12
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 12
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 12
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 12
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 12
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 12
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 12
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 12
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 12
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 12
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 12
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 12
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 12
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 12
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 12
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 12
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 12
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 12
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 12
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 12
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 12
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 12
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 12
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 12
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 12
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 12
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 12
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 12
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 12
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 12
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 12
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 12
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 12
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 12
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 12
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 12
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 12
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 12
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 12
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 12
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 12
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 12
Profunds - Profund Vp Mid-cap Value 12
Profunds - Profund Vp Small-cap Value 12
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 12
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 12
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 12
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 12
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 12
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 12
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 12
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 12
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 12
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 12
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 12
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 12
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 12
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 12
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 12
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 12
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 12
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 12
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 12
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 12
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 12
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 12
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 12
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 12
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 12
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 12
MLPIX - Profunds - Mid-cap Value Profund Investor Class 12
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 12
Hoey Investments, Inc 12
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 12
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 12
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 12
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 12
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 12
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 12
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 12
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 12
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 12
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 12
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 12
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 12
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 12
AMCPX - AMCAP FUND - AMCAP FUND Class A 12
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 12
Red Door Wealth Management, LLC 12
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 12
SkyOak Wealth, LLC 12
Integral Health Asset Management, LLC 12
Americana Partners, LLC 12
Iron Triangle Partners LP 12
Xtx Markets Llc 12
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 12
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 12
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 12
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 12
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 12
Canandaigua National Corp 12
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 12
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 12
First Pacific Financial 12
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 12
BlackRock Capital Allocation Trust 12
Accel Wealth Management 12
Allegheny Financial Group LTD 12
Mcdonald Partners Llc 12
Freedman Financial Associates, Inc. 12
Orion Capital Management LLC 12
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 12
IronBridge Private Wealth, LLC 12
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 12
Koss-Olinger Consulting, LLC 12
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 12
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 12
Amplify ETF Trust - Amplify Thematic All-Stars ETF 12
Smith Group Asset Management, LLC 12
Reuter James Wealth Management, Llc 12
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 12
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF 12
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 12
GraniteShares Advisors LLC 12
Covea Finance 12
Sonen Capital LLC 12
Tilia Fiduciary Partners, Inc. 12
Ascent Group, LLC 12
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 12
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 12
High Net Worth Advisory Group LLC 12
Resurgent Financial Advisors LLC 12
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 12
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 12
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 12
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 12
Coston, McIsaac & Partners 12
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 12
VitalStone Financial, LLC 12
Applied Finance Capital Management, LLC 12
Ruedi Wealth Management, Inc. 12
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 12
Empower Advisory Group, LLC 12
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 12
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 12
FWD - AB Active ETFs, Inc. - AB Disruptors ETF 12
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 12
Knollwood Investment Advisory, LLC 12
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 12
Financial Perspectives, Inc 12
BKM Wealth Management, LLC 12
Atlantic Edge Private Wealth Management, LLC 12
SIH Partners, LLLP 12
FJ Investments, LLC 12
Richardson Financial Services Inc. 12
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 12
Concurrent Investment Advisors, LLC 12
M&G Plc 12
EHLS - Tidal Trust II - Even Herd Long Short ETF 12
ORG Wealth Partners, LLC 12
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 12
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 12
Union Bancaire Privee, UBP SA 12
Synergy Investment Management, LLC 12
Sagespring Wealth Partners, Llc 12
Groupe la Francaise 12
Marshall & Sterling Wealth Advisors Inc. 12
Corient IA LLC 12
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 12
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 12
Evelyn Partners Investment Management LLP 12
Provenance Wealth Advisors, LLC 12
Gladius Capital Management LP 11
CGC Financial Services, LLC 11
Ruggie Capital Group 11
Viking Global Investors Lp 11
Kings Point Capital Management 11
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 11
Tiaa Trust, National Association 11
Blackstone / Gso Strategic Credit Fund 11
Braun-Bostich & Associates Inc. 11
Generation Investment Management Llp 11
Oppenheimer Quest For Value Funds 11
Claybrook Capital, LLC 11
Acuitas Investments, LLC 11
West Branch Capital LLC 11
United Community Bank 11
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 11
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 11
Grandeur Peak Global Advisors, LLC 11
Abacus Planning Group, Inc. 11
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 11
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 11
Clearview Wealth Advisors LLC 11
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 11
Pentwater Capital Management LP 11
Slow Capital, Inc. 11
ACSKX - American Century Investment Trust - Short Duration Fund C Class 11
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 11
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 11
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 11
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 11
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 11
HealthCor Management, L.P. 11
Westend Capital Management LLC 11
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 11
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 11
Allen Investment Management LLC 11
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 11
Highlander Capital Management, LLC 11
MYDA Advisors LLC 11
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
Catalytic Wealth RIA, LLC 11
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 11
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 11
Magee Thomson Investment Partners Llc 11
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 11
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 11
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 11
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 11
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 11
TD Capital Management LLC 11
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 11
Visionary Asset Management, Inc. 11
Silverback Asset Management Llc 11
Marietta Investment Partners Llc 11
Guardian Capital Lp 11
Whalen Wealth Management Inc. 11
First Foundation Advisors 11
Mount Lucas Management LP 11
Mountain Pacific Investment Advisers Inc/id 11
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 11
Cfm Wealth Partners Llc 11
Eversept Partners, LP 11
MTM Investment Management, LLC 11
Nwam Llc 11
Usaa Etf Trust 11
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 11
Vestor Capital, Llc 11
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 11
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 11
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 11
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 11
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 11
Sone Capital Management, LLC 11
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 11
Atlas Private Wealth Advisors 11
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 11
Virtus Global Dividend & Income Fund Inc. 11
Buffington Mohr McNeal 11
DCM Advisors, LLC 11
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 11
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 11
Stanford Investment Group, Inc. 11
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 11
Doyle Wealth Management 11
Blackrock Floating Rate Income Trust 11
Willingdon Wealth Management 11
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 11
Circle Wealth Management, LLC 11
Ironwood Financial, llc 11
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 11
Global Income Builder Portfolio - Global Income Builder Portfolio 11
CFS Investment Advisory Services, LLC 11
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 11
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 11
IAG Wealth Partners, LLC 11
First PREMIER Bank 11
Net Worth Advisory Group 11
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 11
Motley Fool Asset Management LLC 11
Distillate Capital Partners LLC 11
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 11
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 11
Mpwm Advisory Solutions, Llc 11
AllSquare Wealth Management LLC 11
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 11
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 11
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 11
Exchange Capital Management, Inc. 11
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 11
Meristem Family Wealth, LLC 11
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 11
Ninety One North America, Inc. 11
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 11
American Research & Management Co. 11
Bremer Trust National Association 11
Tekla Healthcare Opportunities Fund 11
Engine No. 1 Llc 11
Ckw Financial Group 11
Exos Asset Management LLC 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 11
Vega Investment Solutions 11
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 11
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 11
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 11
CHURCHILL MANAGEMENT Corp 11
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 11
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 11
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 11
Amica Retiree Medical Trust 11
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 11
Safeguard Investment Advisory Group, LLC 11
Securian Funds Trust - SFT T. Rowe Price Value Fund 11
Alpine Bank Wealth Management 11
Rockland Trust Co 11
Morningstar Investment Services LLC 11
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 11
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 11
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 11
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 11
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 11
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 11
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 11
Encompass Wealth Advisors, Llc 11
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 11
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 11
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 11
QUANTRES ASSET MANAGEMENT Ltd 11
Pennsylvania Trust Co 11
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 11
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 11
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 11
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 11
North Star Asset Management Inc 11
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 11
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 11
Pillar Pacific Capital Management Llc 11
Piscataqua Savings Bank 11
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 11
Indiana Trust & Investment Management CO 11
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 11
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 11
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 11
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 11
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 11
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 11
Central Bank & Trust Co 11
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 11
BRACX - Blackrock Allocation Target Shares - Bats Series C 11
Cornerstone Investment Partners, LLC 11
Allianz Se 11
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 11
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 11
Miles Capital, Inc. 11
First United Bank Trust/ 11
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 11
Nelson Capital Management, LLC 11
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 11
South Texas Money Management Ltd 11
Ghost Tree Capital, LLC 11
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 11
Blackrock Floating Rate Income Strategies Fund, Inc. 11
Middleton & Co Inc/ma 11
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 11
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 11
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 11
Beese Fulmer Investment Management, Inc. 11
Farmers & Merchants Trust Co of Chambersburg PA 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 11
Pier 88 Investment Partners Llc 11
Dowling & Yahnke Llc 11
Mediolanum International Funds Ltd 11
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF 11
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 11
Murphy & Mullick Capital Management Corp 11
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 11
New America High Income Fund Inc 11
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 11
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 11
Carderock Capital Management Inc 11
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class 11
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 11
Rhenman & Partners Asset Management AB 11
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 11
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 11
PNC Managed Account Solutions, Inc. 11
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 11
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 11
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 11
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 11
Bridgewater Advisors Inc. 11
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 11
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 11
Haverford Trust Co 11
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF 11
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 11
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 11
Daiwa Capital Markets America Inc. 11
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 11
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 11
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 11
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 11
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 11
Stone House Investment Management, LLC 11
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 11
McElhenny Sheffield Capital Management, LLC 11
Diversify Advisory Services, LLC 11
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 11
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 11
Dean Investment Associates, Llc 11
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 11
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 11
Schonfeld Group Holdings LLC 11
Princeton Capital Management Llc 11
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF 11
Consolidated Planning Corp 11
Baldwin Investment Management, LLC 11
Underlying Funds Trust 11
HWG Holdings LP 11
Grimes & Company, Inc. 11
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 11
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 11
JB Capital LLC 11
KRMA - Global X Funds - Global X Conscious Companies ETF 11
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 11
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 11
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 11
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 11
Cerebellum GP, LLC 11
Harbour Capital Advisors, LLC 11
Garde Capital, Inc. 11
Frontier Wealth Management LLC 11
EFG Asset Management (Americas) Corp. 11
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 11
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 11
Herndon Capital Management Llc 11
Global Financial Private Capital, LLC 11
Chicago Capital Management, LLC 11
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 11
Geller Advisors LLC 11
Investment House Llc 11
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I 11
WealthTrust Fairport, LLC 11
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 11
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 11
Copper Rock Capital Partners, LLC 11
KAMES CAPITAL plc 11
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 11
GATEX - Gateway Trust - Gateway Fund Class A Shares 11
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 11
Riverwater Partners LLC 11
Goodman Advisory Group, LLC 11
Fortaleza Asset Management Inc/ 11
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 11
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 11
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 11
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 11
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 11
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 11
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 11
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 11
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 11
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 11
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 11
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 11
New Millennium Group LLC 11
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 11
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 11
Pacific Center for Financial Services 11
Fairway Wealth LLC 11
Security National Bank 11
World Equity Group, Inc. 11
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 11
Perkins Capital Management Inc 11
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 11
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 11
Stock Yards Bank & Trust Co 11
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 11
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 11
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 11
Ausdal Financial Partners, Inc. 11
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 11
Lockheed Martin Investment Management Co 11
Mystic Asset Management, Inc. 11
Arcus Capital Partners, LLC 11
Essex Financial Services, Inc. 11
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 11
Olstein Capital Management, L.P. 11
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 11
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 11
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 11
Exane Asset Management 11
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 11
Ag2r La Mondiale Gestion D'actifs 11
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 11
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 11
Values First Advisors, Inc. 11
EWG Elevate Inc. 11
Geneva Capital Management Llc 11
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 11
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 11
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 11
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 11
55i, Llc 11
Wealth Quarterback LLC 11
Hazlett, Burt & Watson, Inc. 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 11
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 11
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 11
Warberg Asset Management LLC 11
Carmichael Hill & Associates, Inc. 11
Stone Run Capital, Llc 11
Jnl Series Trust - Jnl/s&p 4 Fund (a) 11
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 11
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 11
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 11
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 11
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 11
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 11
Triasima Portfolio Management inc. 11
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 11
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 11
Wsfs Capital Management, Llc 11
Elite Wealth Management, Inc. 11
Verity Asset Management, Inc. 11
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 11
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 11
Ashfield Capital Partners, LLC 11
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 11
University Of Texas/texas Am Investment Managment Co 11
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 11
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 11
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 11
Pacitti Group Inc. 11
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 11
Munder Series Trust 11
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 11
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 11
Armstrong Advisory Group, Inc 11
Hotchkis & Wiley Capital Management Llc 11
AWM Investment Company, Inc. 11
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 11
Invenomic Capital Management LP 11
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 11
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 11
Arden Trust Co 11
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 11
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 11
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 11
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 11
Inscription Capital, LLC 11
Bremer Bank National Association 11
Eaton Vance Senior Income Trust 11
Espalier Global Management LLC 11
ACK Asset Management LLC 11
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 11
Hikari Power Ltd 11
Greenland Capital Management LP 11
Marcum Wealth, LLC 11
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 11
Clarfeld Financial Advisors, Llc 11
Bank of Jackson Hole Trust 11
Williams Jones & Associates LLC 11
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 11
Harvest Investment Services, LLC 11
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 11
Geneva Partners, LLC 11
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 11
Malaga Cove Capital, LLC 11
Dagco, Inc. 11
PointState Capital LP 11
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 11
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 11
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 11
Vanguard Specialized Funds 11
Thoroughbred Financial Services, Llc 11
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 11
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 11
Piper Sandler & Co. 11
Profunds - Profund Vp Small-cap Growth 11
Aristides Capital LLC 11
SWAN Capital LLC 11
Security National Trust Co 11
Eaton Vance Tax-managed Buy-write Opportunities Fund 11
Valmark Advisers, Inc. 11
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 11
Supplemental Annuity Collective Trust of NJ 11
Graves-Light Private Wealth Management, Inc. 11
Silphium Asset Management Ltd 11
EA Series Trust 11
Wakefield Asset Management LLLP 11
Cherry Tree Wealth Management, LLC 11
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 11
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 11
Hillhouse Capital Advisors, Ltd. 10
Standard Life Investments LTD 10
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 10
VVSGX - VALIC Co I - Small Cap Growth Fund 10
Crescent Capital Consulting, LLC 10
Cheyne Capital Management (UK) LLP 10
Li Winifred I 10
CR Intrinsic Investors, LLC 10
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 10
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 10
Horizon Investment Services, LLC 10
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 10
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 10
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 10
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 10
Ovata Capital Management Ltd 10
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 10
Duquesne Family Office LLC 10
Hound Partners, LLC 10
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 10
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 10
Chesapeake Wealth Management 10
Altium Wealth Management LLC 10
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 10
Fortis Capital Management LLC 10
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 10
Sio Capital Management, LLC 10
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 10
Cvi Holdings, Llc 10
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 10
Chicago Capital, LLC 10
Findlay Park Partners LLP 10
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 10
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 10
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 10
RPg Family Wealth Advisory, LLC 10
FDO Partners, LLC 10
Ramirez Asset Management, Inc. 10
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 10
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 10
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 10
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 10
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 10
Nuance Investments, Llc 10
AlphaCore Capital LLC 10
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 10
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 10
Safeguard Financial, LLC 10
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 10
La Financiere De L'echiquier 10
Bear Mountain Capital, Inc. 10
LBA Wealth Management, LLC 10
Euclid Advisors LLC 10
Cypress Capital Group 10
Measured Wealth Private Client Group, LLC 10
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 10
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 10
AJOVista, LLC 10
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 10
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 10
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 10
LGT Fund Management Co Ltd. 10
Beryl Capital Management LLC 10
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 10
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 10
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 10
Eagle Ridge Investment Management 10
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 10
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 10
6 Meridian 10
Nations Financial Group Inc, /ia/ /adv 10
Investment Counselors Of Maryland Llc 10
Segment Wealth Management, LLC 10
Foster Dykema Cabot & Co Inc/ma 10
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 10
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 10
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 10
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 10
Triangle Securities Wealth Management 10
Taconic Capital Advisors LP 10
Blackhawk Capital Partners LLC. 10
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 10
Decatur Capital Management, Inc. 10
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 10
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares 10
Ab Pooling Portfolios 10
C WorldWide Group Holding A/S 10
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 10
Lipe & Dalton 10
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 10
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 10
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 10
Alphasimplex Group, Llc 10
Kathmere Capital Management, LLC 10
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 10
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 10
Team Hewins, LLC 10
Nair Vinay 10
PartnerRe Asset Management CORP 10
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 10
GSB Wealth Management, LLC 10
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 10
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 10
Nuveen Nasdaq 100 Dynamic Overwrite Fund 10
McGlone Suttner Wealth Management, Inc. 10
Cranbrook Wealth Management, LLC 10
Taurus Asset Management, Llc 10
Aris Wealth Services, Inc. 10
Modern Wealth Management, LLC 10
SVPIX - Profunds - Small-cap Value Profund Investor Class 10
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 10
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 10
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 10
Herold Advisors, Inc. 10
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 10
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 10
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 10
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 10
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 10
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 10
Thomas White International Ltd 10
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 10
Mendel Money Management 10
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 10
Nova Wealth Management, Inc. 10
Simmons Bank 10
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 10
Grandfield & Dodd, Llc 10
Maple Capital Management, Inc. 10
Concert Wealth Management Inc. 10
Cedar Wealth Management, LLC 10
Ford Financial Group, LLC 10
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 10
Mjp Associates Inc /adv 10
Capital International Ltd /ca/ 10
EHP Funds Inc. 10
Cowen Prime Services LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 10
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 10
Obermeyer Wood Investment Counsel, Lllp 10
Two Roads Shared Trust - APEX HealthCare ETF 10
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 10
Hikari Tsushin, Inc. 10
Polianta Ltd 10
Marshall Financial Group LLC 10
Insigneo Advisory Services, Llc 10
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 10
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 10
Aviso Financial Inc. 10
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 10
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 10
Easterly Investment Partners Llc 10
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 10
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 10
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 10
Sterling Investment Advisors, Ltd. 10
Norris Perne & French Llp/mi 10
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 10
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 10
Marsico Capital Management Llc 10
Intrua Financial, LLC 10
Hoxton Financial, Inc. 10
Decade Capital Management Llc 10
Camden Asset Management L P /ca 10
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 10
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 10
Pinnacle Wealth Management Advisory Group, LLC 10
RFG Advisory, LLC 10
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 10
Crowley Wealth Management, Inc. 10
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 10
BSW Wealth Partners 10
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 10
Diamond Hill Capital Management Inc 10
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 10
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 10
Alpha Cubed Investments, LLC 10
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 10
Lion Street Advisors, LLC 10
Wilmington Trust, National Association 10
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 10
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 10
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 10
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 10
Polymer Capital Management (US) LLC 10
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 10
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 10
Lynx Investment Advisory 10
Coronation Fund Managers Ltd. 10
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 10
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 10
Cary Street Partners Asset Management Llc 10
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 10
Annapolis Financial Services, LLC 10
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 10
Cutter & CO Brokerage, Inc. 10
Thematics Asset Management 10
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 10
Lebenthal Global Advisors, LLC 10
Meritage Group LP 10
Altus Wealth Group LLC 10
Financial Enhancement Group LLC 10
Financial Engines Advisors L.L.C. 10
LM Advisors LLC 10
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 10
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 10
Hohimer Wealth Management, Llc 10
Condor Capital Management 10
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 10
Cooper Investors Pty Ltd 10
United Asset Strategies, Inc. 10
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 10
Bnp Paribas 10
Banco BTG Pactual S.A. 10
Level Financial Advisors, Inc. 10
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 10
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 10
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 10
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 10
Orrstown Financial Services Inc 10
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 10
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 10
High Point Bank & Trust Co 10
Scarborough Advisors, LLC 10
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 10
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 10
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 10
Kms Financial Services, Inc 10
Wilmington Trust Co 10
Cca Investments Trust 10
S&co Inc 10
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 10
Ashford Capital Management Inc 10
Crawford Investment Counsel Inc 10
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 10
Nkcfo Llc 10
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 10
Maryland Capital Advisors Inc. 10
Sullivan, Bruyette, Speros & Blaney, LLC 10
Capital Group Investment Management Pte. Ltd. 10
ICICI Prudential Asset Management Co Ltd 10
Heritage Trust Co 10
Graticule Asia Macro Advisors LLC 10
F/M Investments LLC 10
Appleton Partners Inc/ma 10
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 10
Gf Fund Management Co. Ltd. 10
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 10
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 10
Dalton Greiner Hartman Maher & Co 10
Kleinwort Benson Investors Dublin Ltd 10
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 10
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 10
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 10
Passport Capital, LLC 10
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 10
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 10
Global Assets Advisory, LLC 10
Philadelphia Trust Co 10
Fft Wealth Management Llc 10
First Command Bank 10
SGPIX - Profunds - Small-cap Growth Profund Investor Class 10
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 10
First Command Financial Services, Inc. 10
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 10
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 10
Wilmington Trust Investment Management, LLC 10
Phocas Financial Corp. 10
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 10
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 10
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 10
Silicon Valley Capital Partners 10
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 10
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 10
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 10
Putney Financial Group LLC 10
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 10
Marathon Capital Management 10
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 10
Ameriflex Group, Inc. 10
Main Street Financial Solutions, LLC 10
Cambiar Investors Llc 10
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 10
Perpetual Investment Management Ltd 10
Morton Brown Family Wealth, LLC 10
Bowen Hanes & Co Inc 10
North Capital, Inc. 10
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 10
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 10
Hirtle Callaghan & Co LLC 10
Peoples Financial Services Corp. 10
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 10
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 10
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 10
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 10
Capital A Wealth Management, LLC 10
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 10
Clarkston Capital Partners, LLC 10
Fosun International Ltd 10
Quantessence Capital LLC 10
Skaana Management L.P. 10
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 10
New Covenant Trust Company, N.A. 10
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 10
LKFIX - LKCM Funds - LKCM Fixed Income Fund 10
John Hancock Hedged Equity & Income Fund 10
Wealthbridge Capital Management, Llc 10
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 10
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10
Register Financial Advisors LLC 10
Third Point LLC 10
Oliver Luxxe Assets LLC 10
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 10
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 10
Financial Advisory Corp /ut/ /adv 10
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 10
Mirador Capital Partners LP 10
Adirondack Trust Co 10
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 10
Freedom Wealth Alliance, Llc 10
SageView Advisory Group, LLC 10
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 10
Kassirer Asset Management Corp 10
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 10
John Hancock Funds II - Science & Technology Fund Class NAV 10
Hilltop National Bank 10
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 10
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 10
Mine & Arao Wealth Creation & Management, LLC. 10
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 10
Kalos Management, Inc. 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
Bruderman Asset Management, LLC 10
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 10
Nwq Investment Management Company, Llc 10
Hcim Trust 10
MERVX - MERGER FUND VL - The Merger Fund VL 10
Global Strategic Investment Solutions, LLC 10
Texas Yale Capital Corp. 10
Bank Of Nova Scotia Trust Co 10
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 10
EFG Asset Management (North America) Corp. 10
Stonehage Fleming (uk) Ltd 10
FEDERATED CORE TRUST - High Yield Bond Portfolio 10
Barrett & Company, Inc. 10
Lakeview Capital Partners, LLC 10
Argentus Capital Management, LLC 10
Marks Group Wealth Management, Inc 10
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 10
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio 10
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 10
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 10
Brown Shipley& Co Ltd 10
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 10
MD Financial Management Inc. 10
Capital International Inc /ca/ 10
Atala Financial Inc 10
AlphaStar Capital Management, LLC 10
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 10
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 10
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 10
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 10
Bancroft Fund Ltd 10
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 10
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 10
TD Securities (USA) LLC 10
Wealth Alliance 10
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 10
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 10
Wood Tarver Financial Group, LLC 10
Summit Financial, LLC 10
Guyasuta Investment Advisors Inc 10
BLI - Banque de Luxembourg Investments 10
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 10
Trust For Advisor Solutions 10
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 10
Hedeker Wealth, LLC 10
Conestoga Capital Advisors, LLC 10
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 10
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 10
Godsey & Gibb Associates 10
Schwartz Investment Counsel Inc 10
Toews Corp /adv 10
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 10
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 10
Senvest Management, LLC 10
Bank of New Hampshire 10
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 10
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 10
Clifford Swan Investment Counsel Llc 10
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 10
Lowe Wealth Advisors, LLC 10
Genesee Valley Trust Co 10
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 10
Trust Department Mb Financial Bank N A 10
Advanced Series Trust - Ast High Yield Portfolio 10
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 10
Luminus Management Llc 10
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 10
Northern Oak Wealth Management Inc 10
CCLA Investment Management Ltd 10
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 10
Fullerton Fund Management Co Ltd 10
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 10
VVMCX - VALIC Co I - Mid Cap Value Fund 10
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 9
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 9
Investors Capital Advisory Services 9
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 9
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 9
Omni Partners Llp 9
Three Peaks Capital Management, LLC 9
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 9
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 9
Barnett & Company, Inc. 9
ICONIQ Capital, LLC 9
Rothschild Investment Corp /il 9
BLB&B Advisors, LLC 9
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 9
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 9
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 9
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 9
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 9
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 9
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 9
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 9
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 9
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 9
Fayez Sarofim & Co 9
Financial Synergies Wealth Advisors, Inc. 9
Forte Capital Llc /adv 9
Blue Bell Private Wealth Management, Llc 9
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 9
Waterloo Capital, L.P. 9
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 9
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 9
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 9
Tekla Healthcare Investors 9
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 9
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 9
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 9
Delphi Management Inc /ma/ 9
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 9
Fir Tree Capital Management Lp 9
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 9
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 9
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 9
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 9
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 9
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 9
Busey Wealth Management 9
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 9
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 9
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 9
WESPAC Advisors, LLC 9
Wintrust Investments Llc 9
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 9
CenturyLink Investment Management Co 9
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 9
Accent Capital Management, LLC 9
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 9
Timpani Capital Management LLC 9
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 9
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 9
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 9
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 9
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 9
MFCPX - M FUND INC - M Capital Appreciation Fund 9
Walled Lake Planning & Wealth Management, Llc 9
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 9
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 9
Nippon Life Global Investors Americas, Inc. 9
Spouting Rock Asset Management, LLC 9
Ellsworth Growth & Income Fund Ltd 9
Oppenheimer Global Multi Strategies Fund 9
TT International Asset Management LTD 9
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 9
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 9
Glg Inc. 9
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 9
First National Trust Co 9
State of New Jersey Common Pension Fund A 9
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 9
Calamos Long/Short Equity & Dynamic Income Trust 9
Magnolia Capital Advisors Llc 9
Hobbs Group Advisors, LLC 9
Cordasco Financial Network 9
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 9
FAINX - MSS Series Trust - Fallen Angels Income Fund 9
Highstreet Asset Management Inc. 9
RiverPark Advisors, LLC 9
Evelyn Partners Investment Management Services Ltd 9
Delphi Private Advisors LLC 9
Mar Vista Investment Partners Llc 9
Bray Capital Advisors 9
Engrave Wealth Partners LLC 9
Annex Advisory Services, LLC 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 9
Nippon Life Insurance Co 9
Clarus Wealth Advisors 9
British Airways Pensions Investment Management Ltd 9
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 9
Advance Capital I Inc 9
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 9
PAX Financial Group, LLC 9
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 9
Argent Advisors, Inc. 9
Pacific Capital Wealth Advisors, Inc 9
Inverness Counsel Llc /ny/ 9
Anchor Capital Advisors Llc 9
Centricity Wealth Management, LLC 9
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 9
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 9
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 9
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 9
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 9
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 9
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 9
Parcion Private Wealth LLC 9
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 9
Keystone Financial Group 9
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 9
PSI Advisors, LLC 9
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 9
Madison Asset Management, LLC 9
Birch Hill Investment Advisors LLC 9
Cornerstone Advisors, LLC 9
JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF 9
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 9
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 9
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 9
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 9
ARS Investment Partners, LLC 9
Miura Global Management, LLC 9
Uncommon Cents Investing LLC 9
Carolina Wealth Advisors, LLC 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 9
Stonebridge Financial Group, LLC 9
Clough Capital Partners L P 9
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 9
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 9
VMCVX - VALIC Co II - Mid Cap Value Fund 9
TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I 9
Nicolet Bankshares Inc 9
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 9
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 9
Tower Bridge Advisors 9
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 9
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 9
Point72 Europe (London) LLP 9
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 9
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 9
Riverbridge Partners Llc 9
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 9
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 9
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 9
Crews Bank & Trust 9
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 9
Woodmont Investment Counsel Llc 9
Kiley Juergens Wealth Management, Llc 9
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 9
Gabelli Global Small & Mid Cap Value Trust 9
PDS Planning, Inc 9
Samlyn Capital, Llc 9
Trellus Management Company, LLC 9
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 9
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 9
Gilbert & Cook, Inc. 9
MainStreet Investment Advisors LLC 9
Kera Capital Partners, Inc. 9
Cetera Trust Company, N.A 9
Criterion Capital Advisors, Llc 9
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 9
Carleon Capital Partners LLC 9
Park Avenue Institutional Advisers LLC 9
Pin Oak Investment Advisors Inc 9
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 9
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 9
Dixon Mitchell Investment Counsel Inc. 9
Jamison Private Wealth Management, Inc. 9
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 9
Burns Matteson Capital Management, LLC 9
Southpoint Capital Advisors LP 9
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 9
Blackstone / Gso Floating Rate Enhanced Income Fund 9
Voya Senior Income Fund 9
Howard Capital Management Inc. 9
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 9
Boenning & Scattergood, Inc. 9
Foundations Investment Advisors, LLC 9
Selective Wealth Management, Inc. 9
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 9
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 9
Vectors Research Management, LLC 9
Spectrum Asset Management, Inc. (NB/CA) 9
Landsberg, Bennett, & Dubbaneh LLC 9
Dfpg Investments, Llc 9
New Jersey Better Educational Savings Trust 9
Blackstone / Gso Long-short Credit Income Fund 9
Ironbridge Funds, Inc. 9
Tcg Advisors, Lp 9
Strategic Investment Advisors / MI 9
Grey Street Capital, LLC 9
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 9
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 9
9258 Wealth Management, LLC 9
SlateStone Wealth, LLC 9
Palmer Knight Co 9
Maplelane Capital, Llc 9
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 9
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 9
Israel Discount Bank Of New York /gfn 9
Abundance Wealth Counselors 9
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 9
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 9
Nalls Sherbakoff Group, Llc 9
MorganRosel Wealth Management, LLC 9
Alpha Quant Advisors, Llc 9
Brandywine Oak Private Wealth Llc 9
Mid Atlantic Financial Management Inc/adv 9
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 9
Garda Capital Partners Lp 9
Bridge City Capital, LLC 9
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 9
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 9
Nicolet Advisory Services, Llc 9
Lyell Wealth Management, Lp 9
Horizon Kinetics Asset Management Llc 9
FourThought Financial Partners, LLC 9
New England Capital Financial Advisors LLC 9
Capital Investment Advisors, LLC 9
Jump Trading, Llc 9
OneAscent Financial Services LLC 9
MidWestOne Financial Group, Inc. 9
Steelhead Partners Llc 9
Icon Wealth Advisors, LLC 9
Daymark Wealth Partners, Llc 9
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 9
Orser Capital Management, Llc 9
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 9
Rs Variable Products Trust 9
Creative Capital Management Investments LLC 9
General Partner, Inc. 9
Cpwm, Llc 9
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 9
Drive Wealth Management, Llc 9
Thornburg Investment Management Inc 9
Exos TFP Holdings LLC 9
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 9
West Family Investments, Inc. 9
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF 9
Platinum Investment Management Ltd 9
Granite Point Capital Management, L.P. 9
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 9
Linscomb & Williams, Inc. 9
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 9
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 9
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
FSM Wealth Advisors, LLC 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 9
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 9
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 9
GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF 9
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 9
Masters Capital Management Llc 9
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 9
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 9
North Point Portfolio Managers Corp/oh 9
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 9
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 9
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 9
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 9
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 9
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 9
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 9
Bbr Partners, Llc 9
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 9
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 9
Barometer Capital Management Inc. 9
Retireful, LLC 9
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 9
TIMOTHY PLAN - Timothy Strategic Variable 9
Manteio Capital LLC 9
Eaton Vance Tax-managed Diversified Equity Income Fund 9
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 9
TYNE - Direxion Shares ETF Trust - Direxion Nanotechnology ETF 9
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 9
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 9
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 9
Wellington Shields & Co., LLC 9
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 9
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 9
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 9
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 9
Comprehensive Financial Consultants Institutional, Inc. 9
American Financial Network Advisory Services Llc 9
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 9
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
Invesco Senior Loan Fund 9
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 9
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 9
Meyer Handelman Co 9
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 9
Ark Investment Management Llc 9
PACIFIC SELECT FUND - Growth Portfolio Class I 9
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 9
Ada Investment Management, LP 9
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 9
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF 9
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 9
Kohlberg Kravis Roberts & Co. L.P. 9
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 9
Sender Co & Partners, Inc. 9
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 9
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 9
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 9
True North Advisors, LLC 9
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 9
Seldon Capital Lp 9
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 9
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 9
Pinnacle Summer Investments, Inc. 9
Missouri Trust & Investment Co 9
Astrantus Ltd 9
Maxi Investments CY Ltd 9
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 9
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 9
Rs Investment Trust 9
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 9
Artal Group S.A. 9
Thomas J. Herzfeld Advisors, Inc. 9
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 9
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 9
Osborne Partners Capital Management, Llc 9
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 9
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 9
XTH - SPDR SERIES TRUST - SPDR S&P Technology Hardware ETF 9
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 9
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 9
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 9
XR Securities LLC 9
Badgley Phelps Wealth Managers, LLC 9
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 9
Bainco International Investors 9
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 9
US Asset Management LLC 9
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 9
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 9
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 9
Apriem Advisors 9
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 9
GM Advisory Group, Inc. 9
Hunter Associates Investment Management Llc 9
1492 Capital Management LLC 9
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 9
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 9
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 9
Snyder Capital Management L P 9
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 9
Legacy Wealth Managment, LLC/ID 9
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 9
Sante Capital Fund, LP 9
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 9
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 9
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 9
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 9
Delos Wealth Advisors, LLC 9
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 9
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A 9
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 9
VVSCX - VALIC Co I - Small Cap Value Fund 9
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 9
Uniplan Investment Counsel, Inc. 9
VCBDX - VALIC Co I - Core Bond Fund 9
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 9
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 9
Fortis Advisors, LLC 9
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 9
Somerville Kurt F 9
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 9
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 9
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 9
Value Holdings Management Co. Llc 9
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 9
Investors Asset Management Of Georgia Inc /ga/ /adv 9
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 9
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 9
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 9
Fenimore Asset Management Inc 9
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 9
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 9
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 9
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 9
Beaumont Financial Partners, LLC 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 9
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 9
Alaethes Wealth LLC 9
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 9
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 9
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 9
Beck Mack & Oliver Llc 9
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 9
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 9
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 9
Legacy Wealth Asset Management, LLC 9
CQS Cayman LP 9
Tru Independence Asset Management 2, Llc 9
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 9
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 9
Flow Traders U.s. Llc 9
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 9
Oppenheimer Global Multi-asset Growth Fund 9
Legacy Investment Solutions, LLC 9
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 9
EMC Capital Management 9
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 9
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 9
Amica Pension Fund Board Of Trustees 9
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 9
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 9
NinePointTwo Capital 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 9
Cypress Asset Management Inc/tx 9
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 9
PENN SERIES FUNDS INC - Small Cap Growth Fund 9
PENN SERIES FUNDS INC - Mid Cap Value Fund 9
InterOcean Capital Group, LLC 9
JBF Capital, Inc. 9
Kingfisher Capital LLC 9
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 9
Simplify Asset Management Inc. 9
Signature Estate & Investment Advisors Llc 9
Synergy Financial Management, LLC 9
Balter Liquid Alternatives, LLC 9
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 9
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 9
PharVision Advisers, LLC 9
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 9
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 9
Guardian Investor Services Llc 9
Financial Network Wealth Management LLC 9
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 9
MMCAP International Inc. SPC 9
Buckhead Capital Management Llc 9
Cypress Advisory Group LLC 9
Hartline Investment Corp/ 9
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 9
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 9
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 9
RGT Wealth Advisors, LLC 9
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 9
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 9
Tema Etfs Llc 9
Phoenix Wealth Advisors 9
RWM Asset Management, LLC 9
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 9
Shenkman Capital Management Inc 9
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 9
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 9
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 9
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 9
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 9
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 9
Meridiem Capital Partners LP 9
TriaGen Wealth Management LLC 9
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 9
Callan Capital, LLC 9
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 9
Arcadia Investment Advisors Llc 9
Keeley-Teton Advisors, LLC 9
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 9
RobecoSam USA, Inc. 9
McClarren Financial Advisors, Inc. 9
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 9
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 9
Leuthold Group, Llc 9
Fairscale Capital, LLC 9
Fairfield Financial Advisors, LTD 9
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 9
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 9
Strategic Wealth Advisors Group, LLC 9
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 9
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 9
Channing Capital Management, LLC 9
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 9
Temasek Holdings (Private) Ltd 9
PENN SERIES FUNDS INC - Small Cap Value Fund 9
Eisler Capital Management Ltd. 9
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 9
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 9
Lloyds Banking Group plc 9
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 9
Horizon Financial Services, Llc 9
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 9
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 9
Planned Solutions, Inc. 9
Cornerstone Strategic Value Fund Inc 9
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 9
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 9
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 9
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 9
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 9
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 9
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 9
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 9
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 9
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 9
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 9
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 9
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 9
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 9
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 9
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF 9
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 9
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 9
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 9
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 9
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 9
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 9
Pure Financial Advisors, Inc. 9
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 9
Wade G W & Inc 9
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 9
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 9
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 9
Davis R M Inc 9
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 9
Cove Street Capital, LLC 9
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 9
Divisar Capital Management LLC 8
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 8
Cedar Mountain Advisors, LLC 8
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 8
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 8
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 8
Aequim Alternative Investments LP 8
IBOT - VanEck ETF Trust - VanEck Robotics ETF 8
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 8
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 8
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 8
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 8
ProVise Management Group, LLC 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 8
Scissortail Wealth Management, LLC 8
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 8
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 8
Sandy Cove Advisors, LLC 8
Klingenstein Fields & Co Lp 8
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund 8
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 8
IMG Wealth Management, Inc. 8
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 8
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 8
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 8
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 8
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 8
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 8
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 8
Privium Fund Management B.V. 8
Intersect Capital LLC 8
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 8
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 8
Human Investing LLC 8
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 8
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 8
Signal Advisors Wealth, LLC 8
Difesa Capital Management, Lp 8
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8
CarsonAllaria Wealth Management, Ltd. 8
Filbrandt Wealth Management, LLC 8
Northwest Capital Management Inc 8
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 8
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 8
Soltis Investment Advisors LLC 8
Mengis Capital Management, Inc. 8
Haafor (Singapore) Pte. Ltd. 8
Fortis Capital Advisors, LLC 8
Stonegate Investment Group, LLC 8
American Funds Insurance Series 8
WESPAC Advisors SoCal, LLC 8
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 8
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 8
Waters Parkerson & Co., Llc 8
Brave Asset Management Inc 8
VestGen Advisors, LLC 8
Intellectus Partners, LLC 8
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 8
Financial Advisors Network, Inc. 8
Hills Bank & Trust Co 8
IFG Advisory, LLC 8
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 8
Quintet Private Bank (Europe) S.A. 8
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 8
L2 Asset Management, LLC 8
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 8
Klingman & Associates, LLC 8
Fifth Lane Capital, Lp 8
Bellecapital International Ltd. 8
ASB Consultores, LLC 8
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 8
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 8
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 8
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 8
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 8
Decheng Capital Management III (Cayman), LLC 8
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 8
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 8
Martin Currie Ltd 8
Watershed Asset Management, L.L.C. 8
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 8
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 8
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 8
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 8
Gratus Capital LLC 8
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 8
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 8
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 8
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 8
Israel Discount Bank of New York 8
Delphia (USA) Inc. 8
AQGNX - AQR Funds - AQR Global Equity Fund Class N 8
VIRS - Pacer Funds Trust - Pacer BioThreat Strategy ETF 8
Athos Capital Ltd 8
Pointe Capital Management LLC 8
Shaker Investments Llc/oh 8
Rock Creek Group, LP 8
Governors Lane LP 8
Blackston Financial Advisory Group, LLC 8
Tilt Investment Management Holdings, PBC 8
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 8
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 8
Lifeworks Advisors, LLC 8
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 8
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 8
Kellner Capital, LLC 8
DeDora Capital, Inc. 8
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 8
Freemont Management S.A. 8
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 8
Investment Management Of Virginia Llc 8
Cardiff Park Advisors, Llc 8
Sphera Funds Management Ltd. 8
Hilton Capital Management, LLC 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 8
Sector Gamma As 8
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 8
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 8
Charter Trust Co 8
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 8
Skye Global Management LP 8
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 8
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 8
Outlook Wealth Advisors, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 8
PICTET BANK & TRUST Ltd 8
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 8
Painted Porch Advisors LLC 8
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 8
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 8
TCG Advisory Services, LLC 8
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 8
Coppell Advisory Solutions Corp. 8
First Community Trust Na 8
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 8
Zwj Investment Counsel Inc 8
Factory Mutual Insurance Co 8
Vontobel Asset Management Inc 8
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 8
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 8
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares 8
Private Advisory Group LLC 8
Asymmetry Capital Management, L.P. 8
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 8
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 8
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 8
Meridian Wealth Advisors, LLC 8
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 8
West Coast Financial LLC 8
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 8
Eaton Vance Short Duration Diversified Income Fund 8
MADDEN SECURITIES Corp 8
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 8
Douglas Lane & Associates, LLC 8
UNIVEST FINANCIAL Corp 8
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 8
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 8
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 8
CapWealth Advisors, LLC 8
Ramius Advisors Llc 8
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 8
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 8
Reliance Trust Co Of Delaware 8
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 8
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 8
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 8
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 8
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 8
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 8
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 8
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 8
Alerus Financial Na 8
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 8
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 8
Milestone Investment Advisors LLC 8
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 8
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 8
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 8
S&t Bank/pa 8
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 8
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 8
Good Life Advisors, LLC 8
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 8
Blackrock Master Llc 8
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 8
Fiduciary Management Associates Llc 8
Courier Capital Llc 8
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 8
Bristlecone Advisors, LLC 8
Hemenway Trust Co LLC 8
VEGN - ETF Series Solutions - US Vegan Climate ETF 8
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 8
Delta Global Management LP 8
Harris Associates L P 8
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 8
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 8
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 8
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 8
Dougherty Wealth Advisers LLC 8
Miracle Mile Advisors, LLC 8
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 8
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 8
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 8
FSC Wealth Advisors, LLC 8
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 8
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 8
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF 8
City State Bank 8
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 8
Diker Management Llc 8
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 8
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 8
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 8
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 8
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 8
Mechanics Bank Trust Department 8
Castle Wealth Management Llc 8
Transatlantique Private Wealth Llc 8
Ilex Capital Partners (UK) LLP 8
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 8
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 8
First Financial Bank - Trust Division 8
Mayflower Financial Advisors, LLC 8
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 8
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 8
Wrapmanager Inc 8
Becker Capital Management Inc 8
STXK - EA Series Trust - Strive Small-Cap ETF 8
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 8
Baker Chad R 8
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 8
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 8
Semmax Financial Advisors Inc. 8
Rheos Capital Works Inc. 8
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 8
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 8
Cim, Llc 8
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 8
Aua Capital Management, Llc 8
Impax Asset Management (AIFM) Ltd 8
Nilsine Partners, LLC 8
Marxe Austin W & Greenhouse David M 8
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 8
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 8
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 8
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 8
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 8
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF 8
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 8
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF 8
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 8
Private Capital Advisors, Inc. 8
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 8
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 8
Premia Global Advisors, Llc 8
Kowal Investment Group, LLC 8
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 8
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 8
Havens Advisors Llc 8
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 8
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 8
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 8
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 8
Stance Capital Llc 8
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 8
Moreno Evelyn V 8
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 8
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 8
VSSGX - VALIC Co I - Small-Mid Growth Fund 8
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 8
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 8
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 8
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 8
Acorn Wealth Advisors, LLC 8
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 8
Putnam ETF Trust - Putnam Sustainable Future ETF - 8
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 8
Mariner Investment Group Llc 8
Pensionfund Sabic 8
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 8
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 8
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF 8
Seelaus Asset Management LLC 8
BlackRock Science & Technology Trust II 8
Iron Financial, LLC 8
Ohio National Investments, Inc. 8
Beacon Capital Management, Inc. 8
Fort Baker Capital Management LP 8
Lavaca Capital Llc 8
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 8
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 8
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF 8
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 8
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF 8
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 8
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 8
Argent Financial Group, Inc. 8
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 8
Eaton Vance Enhanced Equity Income Fund Ii 8
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 8
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 8
VIOPX - VALIC Co I - International Opportunities Fund 8
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 8
First National Advisers, LLC 8
Clear Creek Financial Management, LLC 8
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 8
Insight Wealth Strategies, LLC 8
Reinhart Partners, Inc. 8
Power Corp of Canada 8
PENN SERIES FUNDS INC - Developed International Index Fund 8
Gierl Augustine Investment Management Inc 8
Sargent Investment Group, LLC 8
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 8
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 8
Kiker Wealth Management, LLC 8
Monticello Wealth Management, Llc 8
Monetary Management Group Inc 8
Capital Counsel Llc/ny 8
PCA Investment Advisory Services Inc. 8
Tekla Life Sciences Investors 8
Eukles Asset Management 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 8
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 8
Heritage Investors Management Corp 8
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 8
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 8
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 8
Enterprise Trust & Investment Co 8
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 8
Paradigm Financial Partners, Llc 8
Valley Brook Capital Group, Inc. 8
Reston Wealth Management Llc 8
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 8
PENN SERIES FUNDS INC - Large Growth Stock Fund 8
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 8
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 8
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 8
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 8
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 8
Cognios Capital, LLC 8
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 8
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 8
Price Capital Management, Inc. 8
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 8
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 8
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 8
Elk Creek Partners, LLC 8
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 8
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 8
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 8
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 8
1st Source Bank 8
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 8
Moody Aldrich Partners Llc 8
Balasa Dinverno & Foltz Llc 8
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 8
Manning & Napier Advisors Llc 8
Ellsworth Advisors, LLC 8
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 8
DB Wealth Management Group, LLC 8
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 8
Capital Investment Services of America, Inc. 8
Norway Savings Bank 8
Syverson Strege & Co 8
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 8
Glass Jacobson Investment Advisors llc 8
Mizuho Markets Americas Llc 8
Americafirst Capital Management, Llc 8
HMS Capital Management, LLC 8
Mazama Capital Management Inc 8
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 8
Pine Valley Investments Ltd Liability Co 8
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 8
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 8
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 8
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 8
Truadvice, LLC 8
Thor Advisors, Llc 8
Altium Capital Management LP 8
Cassaday & Co Wealth Management LLC 8
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A 8
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 8
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 8
Baldrige Asset Management LLC 8
Brewin Dolphin Wealth Management Ltd 8
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 8
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 8
Main Street Group, LTD 8
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 8
LMR Master Fund Ltd 8
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 8
Bath Savings Trust Co 8
Connor Clark & Lunn Investment Management Ltd 8
Arnhold LLC 8
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 8
Tiger Eye Capital LLC 8
Alliance Wealth Advisors, LLC /UT 8
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 8
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 8
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 8
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 8
DSAM Partners (London) Ltd 8
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 8
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 8
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 8
Putnam Master Intermediate Income Trust 8
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 8
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 8
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 8
PPM Funds - PPM Floating Rate Income Fund (Inst) 8
2Xideas AG 8
Gallagher Fiduciary Advisors, LLC 8
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 8
Platte River Capital LLC 8
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 8
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 8
Locust Wood Capital Advisers, Llc 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 8
New Hampshire Trust 8
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 8
Corsair Capital Management, L.p. 8
Homrich & Berg 8
Woodley Farra Manion Portfolio Management Inc 8
TrinityPoint Wealth, LLC 8
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 8
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 8
Bragg Financial Advisors, Inc 8
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 8
Northstar Asset Management Llc 8
Eaton Vance Enhanced Equity Income Fund 8
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 8
Park Square Financial Group, LLC 8
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 8
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 8
Fulcrum Asset Management LLP 8
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 8
Capital Management Associates /ny/ 8
Rock Springs Capital Management LP 8
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 8
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 8
Dividend Asset Capital, Llc 8
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 8
Hermes Investment Management Ltd 8
Founders Capital Management 8
Fedenia Advisers LLC 8
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 8
Falcon Point Capital, Llc 8
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 8
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 8
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 8
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 8
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 8
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 8
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 8
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 8
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 8
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 8
Flaharty Asset Management, LLC 8
Smith, Salley & Associates 8
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF 8
Waddell & Reed Advisors Funds 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 8
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 8
Juncture Wealth Strategies, Llc 8
Legacy Financial Group LLC 8
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 8
Arjuna Capital 8
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 8
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 8
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 8
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 8
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 8
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 8
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 8
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 8
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 8
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 8
Dodge & Cox 8
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 8
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 8
CoreFirst Bank & Trust 8
Springbank Value Partners Lp 8
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 8
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 8
Field & Main Bank 8
Stonnington Group, Llc 8
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 8
Tiemann Investment Advisors, Llc 8
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 8
New Amsterdam Partners Llc/ny 8
Searle & Co. 8
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 8
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 8
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 8
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 8
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 8
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 8
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 8
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 8
Montag & Caldwell, Llc 8
Harvey Investment Co Llc 8
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 8
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 8
STFGX - Advisers Investment Trust - State Farm Growth Fund 8
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 8
Atika Capital Management LLC 8
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 8
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 8
Tirschwell & Loewy Inc 8
Horizons Etf Trust I 8
Adams Diversified Equity Fund, Inc. 8
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 8
Paragon Capital Management LLC 8
Profunds - Profund Vp Biotechnology 8
Wells Fargo Multi-sector Income Fund 8
Fwl Investment Management, Llc 8
Plancorp, LLC 8
Capital Advisory Group Advisory Services, LLC 8
SevenBridge Financial Group, LLC 8
Iron Horse Wealth Management, LLC 8
GFS Advisors, LLC 8
Murphy Capital Management Inc 8
Fourth Dimension Wealth, LLC 8
Able Wealth Management LLC 8
Kozak & Associates, Inc. 8
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 8
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 8
State Farm Mutual Automobile Insurance Co 8
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 8
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 8
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 8
Regency Capital Management Inc.\DE 8
GGBFX - GuideStone Funds - Global Bond Fund Investor 8
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 8
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 8
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class 8
Northeast Financial Consultants Inc 8
Cary Street Partners Financial Llc 8
Grandview Asset Management LLC 8
Quinn Opportunity Partners LLC 8
Invesco Senior Income Trust 8
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 8
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 8
BlackRock ETF Trust II - BlackRock Total Return ETF 8
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 8
GGIIX - GuideStone Funds - Global Impact Fund Investor 8
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 8
Roman Butler Fullerton & Co 8
Edge Asset Management, Inc 8
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 8
Cohanzick Management, Llc 8
Edmond De Rothschild (suisse) S.a. 8
Fulcrum Equity Management 8
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 8
First National Bank of South Miami 8
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 8
Sax Wealth Advisors, Llc 8
Horizon Kinetics LLC 8
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 8
Wealthsource Partners, Llc 8
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 8
Lake Point Wealth Management 8
Dixon Hubard Feinour & Brown Inc/va 8
Dymon Asia Capital (singapore) Pte. Ltd. 8
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 8
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 8
Wendell David Associates Inc 8
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 8
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 8
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 8
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 8
Mountain Capital Investment Advisors, Inc 8
Principle Wealth Partners Llc 8
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 8
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 8
Decker Retirement Planning Inc. 8
Cypress Capital, LLC 8
Spartan Planning & Wealth Management 8
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 8
BlackRock ETF Trust - BlackRock Future Tech ETF 7
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 7
Advanced Portfolio Management, LLC 7
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 7
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A 7
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 7
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 7
Eminence Capital, Lp 7
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 7
Acima Private Wealth, Llc 7
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 7
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 7
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 7
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 7
Benson Investment Management Company, Inc. 7
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 7
Gca Investment Management, Llc 7
Mid Continent Capital Llc/il 7
Huntleigh Advisors, Inc. 7
Kennebec Savings Bank 7
Angeles Investment Advisors, LLC 7
one8zero8, LLC 7
CrestPoint Capital Management, LLC 7
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 7
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 7
Mfs Special Value Trust 7
Brandes Investment Partners, Lp 7
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 7
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 7
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
Texas Capital Bancshares Inc/tx 7
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 7
Btr Capital Management Inc 7
PENN SERIES FUNDS INC - Large Cap Value Fund 7
PENN SERIES FUNDS INC - Large Cap Growth Fund 7
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 7
River Wealth Advisors LLC 7
Waverton Investment Management Ltd 7
Arthur M. Cohen & Associates, Llc 7
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 7
AIGH Capital Management LLC 7
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 7
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 7
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 7
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 7
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 7
Imprint Wealth LLC 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 7
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 7
Comerica Securities Inc 7
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 7
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 7
Cooke & Bieler Lp 7
True Link Financial Advisors, LLC 7
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 7
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 7
Hyman Charles D 7
Legacy Capital Wealth Partners, LLC 7
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 7
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
ID Management A/S 7
Swedbank 7
Voya Global Equity Dividend & Premium Opportunity Fund 7
qPULA Trading Management LP 7
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 7
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 7
Legacy Capital Group California, Inc. 7
Turner Funds 7
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 7
Privium Fund Management (UK) Ltd 7
Parvin Asset Management, LLC 7
Reby Advisors, LLC 7
Cedar Brook Financial Partners, LLC 7
Bck Capital Management Lp 7
Mattson Financial Services, LLC 7
EdgeRock Capital LLC 7
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 7
First Commonwealth Financial Corp /pa/ 7
Patton Albertson Miller Group, Llc 7
Quaero Capital S.A. 7
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 7
Lodge Hill Capital, LLC 7
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 7
BlackRock ETF Trust II - BlackRock High Yield ETF 7
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 7
Clearbridge, Llc 7
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 7
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 7
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 7
American National Insurance Co /tx/ 7
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 7
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 7
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 7
Hamilton Point Investment Advisors, LLC 7
Lumature Wealth Partners, LLC 7
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 7
Marble Harbor Investment Counsel, LLC 7
Apex Capital Management 7
Lyon Street Capital, LLC 7
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 7
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 7
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 7
Cypress Point Wealth Management, LLC 7
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 7
Global Endowment Management, LP 7
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF 7
Davis-rea Ltd. 7
Minot DeBlois Advisors LLC 7
San Luis Wealth Advisors LLC 7
Gargoyle Investment Advisor L.L.C. 7
Apexium Financial, Lp 7
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 7
Harber Asset Management Llc 7
Eagle Health Investments LP 7
BlackRock ETF Trust II - BlackRock Flexible Income ETF 7
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 7
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 7
Boussard & Gavaudan Investment Management LLP 7
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 7
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 7
Pacific Ridge Capital Partners, LLC 7
MPGIX - Capitol Series Trust - Meritage Growth Equity Fund Institutional Shares 7
Himco Variable Insurance Trust 7
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 7
Ulysses Management LLC 7
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 7
Asset Planning,Inc 7
Peak Financial Advisors Llc 7
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 7
Sig Brokerage, Lp 7
Lumina Fund Management LLC 7
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 7
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 7
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 7
Opus Capital Group, LLC 7
Black Swift Group, LLC 7
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 7
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 7
McKinley Carter Wealth Services, Inc. 7
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 7
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 7
RiverFront Investment Group, LLC 7
Mizuho Securities Co. Ltd. 7
Prudent Man Advisors, LLC 7
Mission Creek Capital Partners, Inc. 7
Lvm Capital Management Ltd/mi 7
Hodges Capital Management Inc. 7
Acuta Capital Partners, Llc 7
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 7
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 7
Laidlaw Wealth Management LLC 7
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 7
Gabelli ETFs Trust - Gabelli Asset ETF 7
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 7
McAdams Wright Ragen, Inc. 7
Allianzgi Convertible & Income 2024 Target Term Fund 7
Murchinson Ltd. 7
Everett Harris & Co /ca/ 7
Blueprint Investment Partners LLC 7
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 7
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 7
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 7
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 7
Wells Fargo Global Dividend Opportunity Fund 7
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 7
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 7
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 7
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 7
Wealthgarden F.s. Llc 7
Nuveen S&p 500 Buywrite Income Fund 7
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 7
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 7
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 7
VSM Wealth Advisory, LLC 7
Triad Wealth Partners, LLC 7
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 7
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 7
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 7
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 7
Focus Financial Network, Inc. 7
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 7
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 7
Howland Capital Management Llc 7
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 7
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 7
Camden National Bank 7
BancorpSouth Inc 7
Wingate Wealth Advisors, Inc. 7
United Advisor Group, LLC 7
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 7
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 7
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
Marshall & Sullivan Inc /wa/ 7
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 7
Tobias Financial Advisors, Inc. 7
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 7
Oak Grove Capital LLC 7
VCSBX - VALIC Co II - Strategic Bond Fund 7
Brookside Capital Management Llc 7
SILVER OAK SECURITIES, Inc 7
Sentinel Variable Products Trust 7
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 7
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 7
MJT & Associates Financial Advisory Group, Inc. 7
Cohen & Steers, Inc. 7
Renaissance Investment Group LLC 7
Farmers & Merchants Trust Co of Long Beach 7
Westerly Capital Management, Llc 7
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 7
Breton Hill Capital Ltd. 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 7
Minot Wealth Management LLC 7
Wbh Advisory Inc 7
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 7
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 7
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 7
Samalin Investment Counsel, LLC 7
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 7
Azimuth Capital Management LLC 7
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 7
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund 7
Bright Rock Capital Management, Llc 7
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 7
Offit Capital Advisors Llc 7
Partners Capital Investment Group, Llp 7
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 7
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 7
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 7
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 7
NOINX - Northern Funds - Northern International Equity Index Fund 7
Nan Shan Life Insurance Co., Ltd. 7
Authentikos Wealth Advisory, LLC 7
Chesapeake Capital Corp /il/ 7
Clal Insurance Enterprises Holdings Ltd 7
Hgk Asset Management Inc 7
Southeast Asset Advisors Inc. 7
Vanguard Windsor Funds 7
W.G. Shaheen & Associates DBA Whitney & Co 7
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 7
Provence Wealth Management Group 7
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
Aspiriant, Llc 7
Deprince Race & Zollo Inc 7
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 7
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 7
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 7
Belmont Capital, LLC 7
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 7
Integrity Alliance, Llc. 7
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 7
Sentinel Group Funds Inc 7
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 7
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 7
Halpern Financial, Inc. 7
Vontobel Swiss Wealth Advisors AG 7
Crabel Capital Management, LLC 7
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 7
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 7
Cardan Capital Partners, LLC 7
Aristotle Atlantic Partners, Llc 7
Gw Henssler & Associates Ltd 7
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 7
Thames Capital Management Llc 7
Evergreen Private Wealth LLC 7
Retirement Wealth Solutions LLC 7
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 7
Franklin Street Advisors Inc /nc 7
Ninety One SA (PTY) Ltd 7
G&S Capital LLC 7
LifePlan Financial Group, Inc 7
Barlow Wealth Partners, Inc. 7
Jasper Ridge Partners, L.P. 7
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 7
Strategic Capital Alternatives LLC 7
America First Investment Advisors, LLC 7
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 7
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 7
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 7
Pegasus Partners Ltd. 7
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 7
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 7
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 7
Custom Index Systems, Llc 7
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 7
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class 7
Empire Life Investments Inc. 7
Rowland Carmichael Advisors Inc /adv 7
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 7
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 7
Tritonpoint Wealth, Llc 7
CastleArk Alternatives, LLC 7
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 7
Crown Advisors Management, Inc. 7
Chiron Capital Management, Llc 7
BKD Wealth Advisors, LLC 7
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 7
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 7
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 7
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 7
Burleson & Company, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 7
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 7
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 7
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 7
Ifrah Financial Services, Inc. 7
GFG Capital, LLC 7
Zimmer Partners, LP 7
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 7
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 7
RBB FUND, INC. - Aquarius International Fund 7
ESL Trust Services, LLC 7
Progressive Investment Management Corp 7
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 7
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 7
Jarislowsky, Fraser Ltd 7
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 7
Strategic Wealth Designers 7
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 7
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 7
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 7
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 7
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 7
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 7
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 7
Acrisure Capital Management, LLC 7
Susquehanna International Group Ltd. 7
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 7
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 7
Kempen Capital Management N.v. 7
Siena Capital Llc 7
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 7
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 7
Prostatis Group LLC 7
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 7
Nuveen Multi-Asset Income Fund 7
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 7
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 7
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 7
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 7
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 7
Cambria Investment Management, L.P. 7
Stuart Chaussee & Associates, Inc. 7
Rainier Investment Management Llc 7
Parian Global Management LP 7
Strategic Financial Concepts, LLC 7
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 7
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 7
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 7
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 7
Mitsubishi UFJ Asset Management (UK) Ltd. 7
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 7
Torray Llc 7
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 7
Options Solutions, Llc 7
Armbruster Capital Management, Inc. 7
FBOTX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Automation Fund 7
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 7
Summit Wealth Group, LLC 7
Traynor Capital Management, Inc. 7
Cai Capital Management, Inc. 7
Bessemer Securities Llc 7
Croft-leominster Inc 7
Voya Global Advantage & Premium Opportunity Fund 7
Papp L Roy & Associates 7
Ulland Investment Advisors, LLC 7
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 7
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 7
Promus Capital, LLC 7
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 7
RPG Investment Advisory, LLC 7
Roberts Capital Advisors, LLC 7
Metatron Capital SICAV plc 7
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 7
V Wealth Advisors LLC 7
Icapital Wealth Llc 7
Bivin & Associates, Inc. 7
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 7
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 7
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 7
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 7
Hnp Capital Llc 7
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 7
Junto Capital Management LP 7
Capital Financial Planning, LLC 7
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 7
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
Eaton Vance Tax Advantaged Global Dividend Income Fund 7
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 7
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 7
Financial Consulate, Inc 7
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 7
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 7
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 7
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 7
Kenfarb & Co. 7
Flossbach Von Storch Ag 7
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 7
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 7
Financial Connections Group, Inc. 7
Krs Capital Management, Llc 7
Taika Capital, LP 7
Sompo Japan Nipponkoa Asset Management Co.,ltd. 7
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
Edmond De Rothschild Asset Management (france) 7
Tandem Capital Management Corp /adv 7
Lord Abbett Developing Growth Fund, Inc. 7
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 7
Casdin Capital, LLC 7
TFG Advisers LLC 7
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 7
Heritage Investment Group, Inc. 7
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 7
SRN Advisors, LLC 7
McGuire Investment Group, LLC 7
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 7
Brendel Financial Advisors LLC 7
Fractal Investments LLC 7
Sowa Financial Group, Inc. 7
Tower View Investment Management & Research LLC 7
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 7
Western Wealth Management, LLC 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
Windward Capital Management Co /ca 7
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 7
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 7
Dfa Investment Trust Co - The Continental Small Company Series 7
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 7
Private Bank & Trust Co 7
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 7
Sanders Morris Harris Llc 7
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares 7
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 7
Texas Capital Bank Wealth Management Services Inc 7
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 7
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 7
TAMRO Capital Partners LLC 7
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 7
Jackson Square Partners, LLC 7
Sand Hill Global Advisors, LLC 7
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 7
Winslow Capital Management, LLC 7
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares 7
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
Wayfinding Financial, LLC 7
Kemnay Advisory Services Inc. 7
Quest Investment Management Llc 7
Highview Capital Management LLC/DE/ 7
Wealth Preservation Advisors, LLC 7
Merriman Wealth Management, LLC 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 7
Harbert Fund Advisors, Inc. 7
BCJ Capital Management, LLC 7
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 7
JT Stratford LLC 7
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 7
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 7
Horizon Funds - HORIZON EXPEDITION PLUS ETF 7
AMH Equity Ltd 7
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 7
NWK Group, Inc. 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 7
Richards, Merrill & Peterson, Inc. 7
Paladin Advisory Group, LLC 7
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 7
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 7
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 7
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 7
BTC Capital Management, Inc. 7
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 7
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 7
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 7
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 7
Beaconlight Capital, Llc 7
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 7
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 7
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 7
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 7
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 7
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 7
Taylor Hoffman Wealth Management 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 7
Spearhead Capital Advisors, Llc 7
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 7
Dreman Value Management, L L C 7
Coastal Bridge Advisors, LLC 7
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 7
Farmers Trust Co 7
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 7
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 7
Argus Investors' Counsel, Inc. 7
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 7
McNamara Financial Services, Inc. 7
TRANSAMERICA FUNDS - Transamerica Core Bond I2 7
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 7
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 7
Oppenheimer Discovery Mid Cap Growth Fund 7
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 7
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 7
RDA Financial Network 7
Affinity Investment Advisors, Llc 7
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 7
Patriot Investment Management Inc. 7
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 7
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 7
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 7
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 7
Chemical Bank 7
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 7
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 7
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 7
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 7
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 7
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 7
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 7
Roberts Wealth Advisors, LLC 7
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 7
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 7
Badgley Phelps & Bell Inc 7
Sfmg, Llc 7
Tran Capital Management, L.p. 7
Transform Wealth, LLC 7
Fortress Investment Group LLC 7
Sandhill Capital Partners LLC 7
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 7
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 7
Elmwood Wealth Management, Inc. 7
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 7
Farr Miller & Washington Llc/dc 7
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 7
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 7
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 7
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 7
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 7
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 7
Ramsay, Stattman, Vela & Price, Inc. 7
Dundas Partners LLP 7
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 7
Richard W. Paul & Associates, LLC 7
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 7
Appian Way Asset Management LP 7
Westover Capital Advisors, LLC 7
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 7
JNL SERIES TRUST - JNL Bond Index Fund (I) 7
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 7
Marco Investment Management Llc 7
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 7
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 7
Lynwood Capital Management Inc. 7
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 7
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 7
Ridgeworth Funds 7
Veracity Capital LLC 7
Eaton Vance Risk-managed Diversified Equity Income Fund 7
Honeywell International Inc 7
Front Street Capital Management, Inc. 7
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 7
JTC Employer Solutions Trusteee Ltd 7
Leap Investments Lp 7
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 7
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 7
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 7
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 7
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 7
Mascagni Wealth Management, Inc. 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 7
Cornerstone Total Return Fund Inc 7
Stux Capital Management, LLC 7
AGPIX - AGF Investments Trust - AGF Global Sustainable Growth Equity Fund Class I 7
Nordwand Advisors, LLC 7
CWA Asset Management Group, LLC 7
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 7
Guggenheim Equal Weight Enhanced Equity Income Fund 7
Legacy Bridge, LLC 7
Green Alpha Advisors, LLC 7
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 7
NZS Capital, LLC 7
BluePath Capital Management, LLC 7
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF 7
Madison Investment Advisors, LLC 7
Camber Capital Management LP 7
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 7
Lourd Capital, LLC 7
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 7
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 7
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 7
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 7
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 7
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 7
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 7
Strategic Investment Management, Llc 7
Iguana Healthcare Management, LLC 7
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 7
JDM Financial Group LLC 7
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 7
Heartland Bank & Trust Co 7
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 7
Dudley & Shanley, Inc. 7
Balboa Wealth Partners 7
BlackRock Private Investments Fund 7
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 7
Kessler Investment Group, LLC 7
Anderson Hoagland & Co 7
Nuveen Fund Advisors, LLC 7
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 7
Johanson Financial Advisors, Inc. 7
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 7
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 7
Bel Air Investment Advisors Llc 7
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 7
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 7
CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF 7
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 7
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 7
Snow Capital Management Lp 7
Putnam Premier Income Trust 7
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 7
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 7
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 7
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 7
Liberty Capital Management, Inc. 7
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 7
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 7
SCS Capital Management LLC 7
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 7
Citizens Business Bank 7
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 7
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 7
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares 7
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 7
Founders Financial Securities Llc 7
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 7
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 7
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 7
Cordatus Wealth Management LLC 7
Blackstone / Gso Senior Floating Rate Term Fund 7
TCF National Bank 7
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 7
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 7
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 7
VLCGX - VALIC Co I - Large Capital Growth Fund 7
Cadian Capital Management, Lp 7
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 7
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 7
Trust Co Of Oklahoma 7
LKEQX - LKCM Funds - LKCM Equity Fund 7
Peddock Capital Advisors, Llc 7
Gagnon Securities Llc 7
Trust Co 7
Stock Portfolio - Stock Portfolio 7
Integre Asset Management, LLC 7
Foresight Group Ltd Liability Partnership 7
Everhart Financial Group, Inc. 7
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 7
Main Street Research LLC 7
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 7
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 7
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 7
WealthPlan Investment Management, LLC 7
Rice Partnership, LLC 7
Formula Growth Ltd 7
SeaBridge Investment Advisors LLC 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 7
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 7
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 7
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 7
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 7
Dean Capital Management 7
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 7
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 7
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 7
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 7
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 7
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 7
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 7
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 7
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 7
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 7
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 7
Fairman Group, LLC 7
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 7
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 6
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
Patron Partners Advisors, Llc 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 6
Derby & Company, Inc 6
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 6
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 6
Quad-Cities Investment Group, LLC 6
Ameliora Wealth Management Ltd. 6
Innovis Asset Management Llc 6
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 6
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
Affinity Asset Advisors, LLC 6
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 6
Genworth Financial Inc 6
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 6
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 6
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 6
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares 6
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 6
BancorpSouth Bank 6
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 6
Keebeck Wealth Management, LLC 6
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 6
Brick & Kyle, Associates 6
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 6
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 6
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 6
Morgens Waterfall Vintiadis & Co Inc 6
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 6
Dynamic Wealth Strategies, LLC 6
Howard Capital Management 6
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 6
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 6
Nixon Peabody Trust Co 6
Wellesley Asset Management 6
Sanctuary Wealth Management, L.L.C. 6
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 6
New York Life Trust Co 6
IPG Investment Advisors LLC 6
Phraction Management LLC 6
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 6
BRC Investment Management LLC 6
Prudential Short Duration High Yield Fund, Inc. 6
Bares Capital Management, Inc. 6
Compton Wealth Advisory Group, LLC 6
Premier Asset Management Llc 6
Criterion Capital Management Llc 6
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 6
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
Breakwater Investment Management 6
Steinberg Global Asset Management 6
POM Investment Strategies, LLC 6
LifeSteps Financial, Inc. 6
MTCGX - M FUND INC - M Large Cap Growth Fund 6
Grey Fox Wealth Advisors, LLC 6
Discovery Capital Management, Llc / Ct 6
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 6
Peterson Wealth Services 6
Global Thematic Partners, LLC 6
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 6
Verity & Verity, LLC 6
Columbia Seligman Premium Technology Growth Fund, Inc. 6
HBW Advisory Services LLC 6
Angeles Wealth Management, Llc 6
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 6
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 6
TradeLink Global Equity LLC 6
Lafitte Capital Management LP 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 6
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 6
Albar Capital Ltd 6
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 6
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 6
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 6
Hamilton Lane Advisors Llc 6
Platform Technology Partners 6
D1 Capital Partners L.P. 6
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 6
Schmidt P J Investment Management Inc 6
Beech Hill Advisors, Inc. 6
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 6
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 6
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 6
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 6
Green Arrow Capital Management Llc 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
Force Hill Capital Management LP 6
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 6
AUERX - Unified Series Trust - Auer Growth Fund 6
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 6
ZPR Investment Management 6
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 6
Cobiz Investment Management, Llc 6
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 6
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 6
Scout Funds 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 6
Robbins Farley Llc 6
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 6
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 6
Sanibel Captiva Trust Company, Inc. 6
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 6
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF 6
Platinum Management (NY) LLC 6
Bell Bank 6
FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 6
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 6
Adams Wealth Management 6
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 6
Goelzer Investment Management, Inc. 6
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 6
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 6
Nicholas Hoffman & Company, LLC. 6
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares 6
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares 6
Dempze Nancy E 6
Maryland Capital Management 6
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 6
Lansdowne Partners (uk) Llp 6
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 6
Northwest Wealth Management, Llc 6
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund 6
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 6
Klr Investment Advisors, Llc 6
Hc Financial Advisors Inc 6
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 6
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 6
1776 Wealth LLC 6
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 6
Westwood Management Corp /il/ 6
Advanced Research Investment Solutions, Llc 6
D L Carlson Investment Group Inc 6
Menard Financial Group LLC 6
Kolinsky Wealth Management, LLC 6
TKG Advisors, LLC 6
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 6
RFG - Bristol Wealth Advisors, LLC 6
Brass Tax Wealth Management, Inc 6
Harvey Partners, LLC 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 6
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 6
First Trust High Income Long/short Fund 6
Covington Investment Advisors Inc. 6
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 6
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 6
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 6
EVNT - AltShares Trust - AltShares Event-Driven ETF 6
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 6
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF 6
Mitchell Capital Management Co 6
Horan Capital Advisors, LLC. 6
ROSS\JOHNSON & Associates LLC 6
High Income Opportunities Portfolio - High Income Opportunities Portfolio 6
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 6
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 6
National Wealth Management Group, LLC 6
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 6
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 6
Argent Trust Co 6
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 6
Willow Creek Wealth Management Inc. 6
Carr Financial Group Corp 6
Usa Mutuals Advisors, Inc. 6
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 6
B. Riley Financial, Inc. 6
Beutel, Goodman & Co Ltd. 6
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 6
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 6
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 6
Nokomis Capital, L.L.C. 6
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 6
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 6
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 6
Iberiabank Corp 6
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 6
First Western Trust Bank 6
Bienville Capital Management, LLC 6
Affinity Wealth Management Llc 6
Reyes Financial Architecture, Inc. 6
Tectonic Advisors Llc 6
Natural Investments, Llc 6
VELA Funds - VELA Large Cap 130/30 Fund Class I 6
Lake Street Financial Llc 6
Cox Capital Mgt LLC 6
Delaware Enhanced Global Dividend & Income Fund 6
Spirepoint Private Client, Llc 6
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 6
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF 6
Atalanta Sosnoff Capital, Llc 6
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF 6
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 6
GLOBALT Investments LLC / GA 6
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 6
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Gabelli Utility Trust 6
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 6
Md Sass Investors Services Inc 6
Putnam ETF Trust - Putnam BioRevolution ETF - 6
Old North State Trust, LLC 6
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 6
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 6
ENVRX - Advisers Investment Trust - Vontobel Global Environmental Change Fund Class I Shares 6
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 6
Atlas Private Wealth Management 6
MASTERINVEST Kapitalanlage GmbH 6
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 6
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 6
Profunds - Profund Vp Technology 6
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares 6
U S Global Investors Inc 6
EagleClaw Capital Managment, LLC 6
Ascent Wealth Partners, LLC 6
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 6
Hudson Valley Investment Advisors Inc /adv 6
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 6
SPRX - Listed Funds Trust - Spear Alpha ETF 6
Johnson Midwest Financial, LLC 6
Franklin Ltd Duration Income Trust 6
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 6
Sage Rhino Capital Llc 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
Burns J W & Co Inc/ny 6
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares 6
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 6
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 6
Nia Impact Advisors, Llc 6
Hayden Royal, Llc 6
Security Asset Management 6
Clark Estates Inc/ny 6
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 6
Sound Shore Management Inc /ct/ 6
Motley Fool Wealth Management, LLC 6
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 6
Capital Group Private Client Services, Inc. 6
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 6
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF 6
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 6
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity 6
Diversified, LLC 6
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 6
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 6
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 6
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 6
Strategic Asset Management, LLC 6
GEOSX - UNIFIED SERIES TRUST - Essex Environmental Opportunities Fund Institutional Class 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
Aveo Capital Partners, LLC 6
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 6
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 6
Compton Capital Management Inc /ri 6
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 6
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 6
Citizens National Bank Trust Department 6
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 6
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 6
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 6
Chelsea Counsel Co 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 6
Impact Capital Partners LLC 6
Vanguard Convertible Securities Fund 6
First Niagara Bank 6
Redwood Park Advisors LLC 6
Joseph P. Lucia & Associates, LLC 6
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 6
Cornerstone Wealth Group, LLC 6
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 6
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 6
Intercontinental Wealth Advisors, LLC 6
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 6
Solaris Asset Management Llc 6
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 6
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 6
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 6
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 6
MSS Series Trust - One Rock Fund 6
Growth Fund Of America 6
Kalmar Investments Inc /de/ 6
Argonautica Private Wealth Management, Inc 6
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 6
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 6
Lafayette Investments, Inc. 6
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 6
Legacy Wealth Management, LLC / MS 6
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 6
Eubel Brady & Suttman Asset Management Inc 6
Satuit Capital Management Trust 6
Soleus Capital Management, L.P. 6
Sii Investments Inc/wi 6
Suncoast Equity Management 6
Capital City Trust Co/fl 6
American Capital Management Inc 6
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 6
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 6
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 6
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 6
Fruth Investment Management 6
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 6
Financial Advisory Service, Inc. 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 6
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 6
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 6
Kepos Capital LP 6
Crawford Lake Capital Management, LLC 6
Spinnaker Trust 6
Fort Sheridan Advisors Llc 6
Waddell & Associates, Llc 6
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 6
Roosevelt Investment Group Llc 6
Walthausen & Co., LLC 6
Magellan Asset Management Ltd 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
East Coast Asset Management, LLC. 6
LVW Advisors, LLC 6
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 6
ADAR1 Capital Management, LLC 6
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 6
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 6
Palouse Capital Management, Inc. 6
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 6
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 6
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 6
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 6
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 6
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 6
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 6
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 6
Opera Trading Capital 6
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 6
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 6
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 6
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 6
ALPS ETF Trust - ALPS Electrification Infrastructure ETF 6
Sage Rock Capital Management LP 6
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 6
Glaxis Capital Management, LLC 6
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 6
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 6
Kim, Llc 6
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 6
Aprio Wealth Management, LLC 6
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 6
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 6
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 6
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 6
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 6
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 6
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 6
Freedom Day Solutions, LLC 6
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 6
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 6
Centennial Bank/AR/ 6
FirstMerit Bank N A Trustee 6
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 6
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 6
Cruiser Capital Advisors, Llc 6
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 6
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 6
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 6
SNS Financial Group, LLC 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 6
Timber Creek Capital Management LLC 6
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 6
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 6
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 6
Ables, Iannone, Moore & Associates, Inc. 6
Counsel Portfolio Services Inc. 6
Legacy Private Trust Co. 6
Duff & Phelps Investment Management Co 6
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 6
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 6
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 6
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 6
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 6
TEPIX - Profunds - Technology Ultrasector Profund Investor Class 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 6
Kent Lake Capital LLC 6
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 6
Hotaling Investment Management, LLC 6
Gilman Hill Asset Management, LLC 6
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 6
Millburn Ridgefield Corp 6
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 6
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 6
FLP Wealth Management, LLC 6
Fragasso Group Inc. 6
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 6
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 6
Opaleye Management Inc. 6
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 6
Adi Capital Management LLC 6
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 6
Orinda Asset Management LLC 6
Hurley Capital, LLC 6
Harfst & Associates, Inc. 6
CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares 6
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 6
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 6
Geduld E E 6
AlTi Global, Inc. 6
Delta Investment Management, LLC 6
Employers Holdings, Inc. 6
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 6
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 6
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 6
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 6
Border to Coast Pensions Partnership Ltd 6
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 6
Triglav Skladi, D.o.o. 6
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 6
Alta Capital Management Llc/ 6
Cowa, Llc 6
Sirios Capital Management L P 6
Montanaro Asset Management Ltd 6
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 6
Castle Rock Wealth Management, LLC 6
West Bancorporation Inc 6
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 6
SFE Investment Counsel 6
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 6
Whitnell & Co. 6
Naples Global Advisors, Llc 6
Regal Wealth Group, Inc. 6
Ferox Capital Management LP 6
IMS Capital Management 6
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 6
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 6
Naples Money Management LLC 6
Sapient Capital Llc 6
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 6
Fullcircle Wealth Llc 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 6
DCVCX - FundVantage Trust - Dupont Capital Value Creators Large Cap Fund Class I 6
SWS Partners 6
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 6
Mawer Investment Management Ltd. 6
Dynasty Wealth Management, Llc 6
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 6
Soros Capital Management Llc 6
eCIO, Inc. 6
CVAR - ETF Opportunities Trust - Cultivar ETF 6
Daiwa SB Investments Ltd. 6
Cubic Asset Management, LLC 6
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF 6
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 6
SYM FINANCIAL Corp 6
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 6
Trium Capital LLP 6
Marex Group plc 6
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 6
Quadrant Private Wealth Management, LLC 6
Grace Capital 6
D.B. Root & Company, LLC 6
My Legacy Advisors, LLC 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
Sky Investment Group LLC 6
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class 6
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 6
Paulson Wealth Management Inc. 6
Windsor Group LTD 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
Sturgeon Ventures LLP 6
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 6
Rexford Capital Inc 6
Signature Resources Capital Management, LLC 6
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 6
Cqs (us), Llc 6
Everpar Advisors Llc 6
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 6
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 6
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 6
Steadfast Capital Management Lp 6
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 6
VSR Financial Services, Inc. 6
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 6
Savvy Advisors, Inc. 6
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 6
Bell Asset Management Ltd 6
Rossmore Private Capital 6
Eachwin Capital, Lp 6
Alleghany Corp /de 6
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 6
Jeppson Wealth Management, Llc 6
IXN - iSHARES TRUST - iShares Global Tech ETF 6
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 6
Rokos Capital Management LLP 6
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 6
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 6
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF 6
JGP Global Gestao de Recursos Ltda. 6
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 6
Mainstay Capital Management Llc /adv 6
TARKX - Clark Fork Trust - Tarkio Fund 6
Alaska Permanent Fund Corp 6
GKV Capital Management Co., Inc. 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 6
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 6
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 6
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 6
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 6
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 6
EXI - iSHARES TRUST - iShares Global Industrials ETF 6
Kiely Wealth Advisory Group, Inc. 6
First National Bank of Hutchinson 6
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 6
ARKK - Ark ETF Trust - ARK Innovation ETF 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 6
F3Logic, LLC 6
B & T Capital Management DBA Alpha Capital Management 6
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 6
Bridger Management, Llc 6
Pekin Hardy Strauss, Inc. 6
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 6
Ofi Funds Trust 6
Trust Investment Advisors 6
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 6
Cannell Capital Llc 6
AMJ Financial Wealth Management 6
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 6
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 6
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 6
Ally Bridge Group (NY) LLC 6
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 6
Guinness Atkinson Asset Management Inc 6
KC Investment Advisors, LLC 6
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 6
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 6
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 6
Hengehold Capital Management Llc 6
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 6
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF 6
Paragon Advisors, LLC 6
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 6
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 6
Intrepid Capital Management Inc 6
Elefante Michael B 6
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF 6
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 6
Lapides Asset Management, LLC 6
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 6
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 6
Harvest Capital Strategies LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 6
Palladium Partners Llc 6
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 6
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 6
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 6
Central Valley Advisors, Llc 6
Blue Rock Advisors, LLC 6
Berbice Capital Management LLC 6
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 6
Bigelow Investment Advisors, LLC 6
Efficient Market Advisors, LLC 6
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 6
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 6
Cypress Capital Management Llc 6
Flagship Wealth Advisors, Llc 6
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 6
STXM - EA Series Trust - Strive Mid-Cap ETF 6
Karlinski Andrew C 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 6
Sugar Maple Asset Management, LLC 6
Noked Capital LTD 6
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 6
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 6
Gabelli Go Anywhere Trust 6
Pacific Global Investment Management Co 6
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF 6
Central Securities Corp 6
Bleichroeder LP 6
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 6
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 6
MONTX - MONETTA TRUST - Monetta Fund 6
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 6
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 6
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 6
Campbell Wealth Management 6
TruNorth Capital Management, LLC 6
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
Invesco High Income Trust Ii 6
Capital Planning Advisors, LLC 6
S. Muoio & Co. Llc 6
Montrusco Bolton Investments Inc. 6
Islay Capital Management, Llc 6
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 6
ICW Investment Advisors LLC 6
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 6
CBOE Vest Financial, LLC 6
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 6
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 6
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 6
SMITH HAYES Advisers, Inc 6
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 6
Compass Ion Advisors, LLC 6
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 6
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I 6
Sterling Financial Planning, Inc. 6
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 6
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 6
Northwest Quadrant Wealth Management, LLC 6
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 6
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 6
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 6
Tikvah Management LLC 6
Griffin Institutional Access Credit Fund 6
Sienna Gestion 6
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 6
Alpha Omega Wealth Management LLC 6
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 6
Parsec Financial Management, Inc. 6
Little House Capital Llc 6
E&G Advisors, LP 6
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 6
Family Management Corp 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 6
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 6
Steigerwald, Gordon & Koch Inc. 6
Advanced Series Trust - Ast Mfs Growth Portfolio 6
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 6
Dnca Finance 6
Buck Wealth Strategies, LLC 6
Old Mission Capital, Llc 6
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 6
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 6
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 6
Ninepoint Partners LP 6
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 6
Actinver Wealth Management, Inc. 6
ClearAlpha Technologies LP 6
Northpointe Capital Llc 6
Holistic Financial Partners 6
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 6
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 6
Folger Nolan Fleming Douglas Capital Management, Inc 6
Bank Of The West 6
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 6
Beaumont Financial Advisors, LLC 6
PACIFIC SELECT FUND - Core Income Portfolio Class I 6
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 6
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 6
Copperwynd Financial, LLC 6
NOLCX - Northern Funds - Northern Large Cap Core Fund 6
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 6
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 6
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF 6
Harbor Advisors LLC 6
C2C Wealth Management, LLC 6
Hunter Perkins Capital Management, LLC 6
Smith, Graham & Co., Investment Advisors, LP 6
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 6
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 6
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 6
Live Oak Private Wealth LLC 6
Perennial Advisors, LLC 6
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 6
Pinnacle Wealth Advisors 6
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 6
Madison Investment Holdings Inc 6
InTrack Investment Management Inc 6
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 6
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 6
Midwest Trust Co 6
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 6
Richwood Investment Advisors, LLC 6
Ariel Investments, Llc 6
Lionsbridge Wealth Management LLC 6
BankPlus Trust Department 6
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 6
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 6
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 6
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 6
Boreal Capital Management LLC 6
ROM - PROSHARES TRUST - ProShares Ultra Technology 6
Dinsmore Capital Management Co/nj 6
Alphinity Investment Management Pty Ltd 6
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 6
Adalta Capital Management LLC 6
Palisade Asset Management, LLC 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
Nantahala Capital Management, LLC 6
Meros Investment Management, LP 6
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 6
Page Arthur B 6
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 6
BRUFX - Bruce Fund Inc - Bruce Fund 6
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 6
Guidance Point Advisors, LLC 6
Sendero Wealth Management, LLC 6
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 6
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 6
ANTIPODES PARTNERS Ltd 6
Noked Israel Ltd 6
Financial Life Planners 6
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 6
Tevis Investment Management 6
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 6
Monetta Financial Services Inc 6
Ranger Investment Management, L.P. 6
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 6
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 6
CT Financial Advisors LLC 6
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 6
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 6
Aevitas Wealth Management, Inc. 6
Broderick Brian C 6
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 6
Cheviot Value Management, LLC 6
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 6
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 6
Y.D. More Investments Ltd 6
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 6
Stevard, LLC 6
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 6
Aries Wealth Management 6
Carnick & Kubik, LLC 6
Hitchwood Capital Management LP 6
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 6
IYW - iSHARES TRUST - iShares U.S. Technology ETF 6
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 6
Summit X, LLC 6
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 6
Catalyst Financial Partners Llc 6
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 6
Monte Financial Group, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 6
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 6
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 6
Woodstock Corp 6
South Plains Financial, Inc. 6
Empyrean Capital Partners, LP 6
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 6
TFB Advisors LLC 6
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 6
Humankind Investments LLC 6
Drake & Associates, LLC 6
CTC Capital Management, LLC 6
Legg Mason Asset Management (Japan) Co., Ltd. 6
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 6
Generali Investments, Management Co LLC 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
Eaton Vance Tax-managed Buy-write Income Fund 6
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 6
Pluribus Labs, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 6
Ironwood Investment Counsel, LLC 6
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 6
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 6
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A 6
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 6
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 6
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 6
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 6
Markel Corp 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 6
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 6
Trivant Custom Portfolio Group, LLC 6
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 6
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 6
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 6
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 6
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 6
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 6
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 6
Oxbow Advisors, LLC 6
Ruane, Cunniff & Goldfarb Inc 6
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 6
Cito Capital Group, LLC 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 6
Virtus Global Multi-sector Income Fund 6
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 6
Hel Ved Capital Management Ltd 6
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 6
Hardy Reed LLC 6
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 6
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 6
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 6
Convergence Financial, LLC 6
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 6
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 6
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 6
Violich Capital Management, Inc. 6
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 6
Garrison Point Advisors, Llc 6
Arbor Capital Management Llc 6
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 6
MONECO Advisors, LLC 6
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 6
Greenwood Gearhart Inc 6
Kodai Capital Management LP 6
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 6
Sonora Investment Management Group, LLC 6
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 6
FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
North Growth Management Ltd. 6
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 6
Strategic Capital Group LLC 6
Private Advisors, LLC 6
PrairieView Partners, LLC 6
Old Dominion Capital Management Inc 6
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 6
Arosa Capital Management LP 6
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 6
Whale Rock Capital Management LLC 6
Prosperity Consulting Group, LLC 6
Regent Investment Management LLC 6
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 6
David R. Rahn & Associates Inc. 6
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
Masso Torrence Wealth Management Inc. 6
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares 6
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 6
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 6
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 6
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 6
South Street Advisors LLC 6
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 6
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 6
Port Capital LLC 6
Pax World Management Llc 6
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 6
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 6
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 6
Gerstein Fisher 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 6
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 6
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 5
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 5
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 5
Value Partners Investments Inc. 5
Hartford Funds Management Co LLC 5
Gates Capital Management, Inc. 5
Aperture Investors, LLC 5
Berkshire Capital Holdings Inc 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Sofinnova Investments, Inc. 5
Peoples Bank/KS 5
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 5
Permanens Capital L.P. 5
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 5
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 5
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 5
Maj Invest Holding A/S 5
Monroe Bank & Trust/mi 5
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 5
Hibernia Wealth Partners, LLC 5
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 5
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 5
O'Dell Group, LLC 5
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 5
Cognios Beta Neutral Large Cap Fund, Lp 5
Go Etf Solutions Llp 5
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 5
Triodos Investment Management BV 5
Traub Capital Management LLC 5
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 5
Truepoint, Inc. 5
Old Port Advisors 5
Corbett Road Capital Management, Llc 5
Taikang Asset Management (Hong Kong) Co Ltd 5
Watson Rebecca 5
Shannon River Fund Management LLC 5
Union Savings Bank 5
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 5
Prevail Innovative Wealth Advisors, Llc 5
Invesco, Llc 5
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 5
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 5
OTA Financial Group L.P. 5
Mfs Intermediate High Income Fund 5
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 5
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 5
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 5
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 5
GAST - Gabelli ETFs Trust - Gabelli Automation ETF 5
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 5
Kelly Lawrence W & Associates Inc/ca 5
VAMGX - VALIC Co II - Mid Cap Growth Fund 5
MSD Partners, L.P. 5
Horizon Bancorp Inc /in/ 5
Nuveen Global High Income Fund 5
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 5
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 5
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 5
Montecito Bank & Trust 5
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 5
GMEZX - GuideStone Funds - Impact Equity Fund Investor 5
3Chopt Investment Partners, LLC 5
Syquant Capital Sas 5
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 5
Provenire Capital, LLC 5
Mohican Financial Management, LLC 5
Defender Capital, LLC. 5
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 5
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 5
Hamilton Wealth, LLC 5
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 5
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 5
Nichols Asset Management LLC 5
Caisse Des Depots Et Consignations 5
Canoe Financial LP 5
Nitorum Capital, L.P. 5
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 5
Truehand, Inc 5
Freshford Capital Management, LLC 5
Lgl Partners, Llc 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 5
Lifestyle Asset Management, Inc. 5
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 5
Sandbar Asset Management LLP 5
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 5
Battery Global Advisors, LLC 5
Orbis Allan Gray Ltd 5
Fondren Management LP 5
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF 5
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 5
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF 5
Sustainable Insight Capital Management, LLC 5
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 5
Okabena Investment Services Inc 5
Nishkama Capital, LLC 5
Banyan Capital Management, Inc. 5
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund 5
HCR Wealth Advisors 5
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 5
Fortis Group Advisors, LLC 5
Antipodean Advisors LLC 5
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 5
Hoover Financial Advisors, Inc. 5
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 5
Opti Capital Management, Lp 5
Wallace Advisory Group, LLC 5
BlueSpruce Investments, LP 5
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 5
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares 5
New World Advisors LLC 5
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF 5
Sycomore Asset Management 5
Pinpoint Asset Management Ltd 5
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 5
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 5
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 5
Bdf-gestion 5
Boone Capital Management Llc 5
H2o Am Llp 5
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 5
Braidwell Lp 5
Crescent Grove Advisors, LLC 5
Blue Ridge Capital, L.L.C. 5
Harrell Investment Partners, Llc 5
Quentec Asset Management Llc 5
Covenant Partners, LLC 5
Eos Management, L.P. 5
Strategic Investment Solutions, Inc. /IL 5
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 5
New World Fund Inc 5
Torno Capital, Llc 5
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund 5
O'Brien Greene & Co. Inc 5
Harvest Portfolios Group Inc. 5
Foster Victor Wealth Advisors, LLC 5
Financial Insights, Inc. 5
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF 5
Van Leeuwen & Company, LLC 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 5
Rudman Errol M 5
Peachtree Investment Advisors, Inc. 5
Cercano Management LLC 5
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 5
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 5
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 5
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 5
Eisler Capital (US) LLC 5
C-J Advisory, Inc. 5
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 5
TAP Consulting, LLC 5
Fundamentun, Llc 5
AM Squared Ltd 5
Gq Asset Management, Llc 5
MVSGX - HARBOR FUNDS - Harbor Strategic Growth Fund Institutional Class 5
Eos Focused Equity Management, L.P. 5
Banyan Partners, LLC 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
Berkshire Bank 5
Capital Wealth Alliance, LLC 5
Principal Street Partners, LLC 5
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 5
River Street Advisors LLC 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
Edgemoor Investment Advisors, Inc. 5
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 5
Breakwater Capital Group 5
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 5
Shilanski & Associates, Inc. 5
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5
Systematic Portfolios LLC 5
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 5
Keudell/Morrison Wealth Management 5
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
Cyndeo Wealth Partners, LLC 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
40 North Management LLC 5
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 5
Catalina Capital Group, LLC 5
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 5
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 5
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 5
Whitebox Mutual Funds 5
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 5
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C 5
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 5
Db-x Exchange-traded Funds Inc. 5
Lytton Laurence W 5
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 5
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 5
Guardian Capital Advisors Lp 5
Apis Capital Advisors, LLC 5
Neuberger Berman High Yield Strategies Fund Inc. 5
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 5
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 5
Blue Square Asset Management, Llc 5
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 5
Donaldson Capital Management, Llc 5
Juniper Investment Company, LLC 5
Covenant Asset Management, LLC 5
Cowen Investment Management LLC 5
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 5
Shapiro Capital Management Llc 5
Giverny Capital Inc. 5
Messner & Smith Theme Value Investment Management Ltd /ca/ 5
SVA Wealth Management, LLC 5
Core Wealth Advisors, Inc. 5
HGC Investment Management Inc. 5
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 5
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 5
First Financial Bankshares Inc 5
Cohen Lawrence B 5
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 5
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 5
Wells Fargo Utilities & High Income Fund 5
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 5
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 5
VCSTX - VALIC Co I - Science & Technology Fund 5
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
VCIEX - VALIC Co I - International Equities Index Fund 5
Chemung Canal Trust Co 5
Tradewinds, LLC. 5
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 5
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 5
Invesco Dynamic Credit Opportunities Fund 5
Opus Point Partners Management, LLC 5
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 5
Nuveen Credit Strategies Income Fund 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
Azimuth Capital Investment Management LLC 5
Chatham Capital Group, Inc. 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
Wafra Inc. 5
Daruma Capital Management Llc 5
Quadcap Wealth Management, LLC 5
Ballast Advisors Llc 5
Corrado Advisors, Llc 5
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 5
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 5
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 5
Cooper Creek Partners Management Llc 5
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 5
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 5
North Run Capital, Lp 5
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 5
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 5
Corbenic Partners LLC 5
SLIM - Janus Detroit Street Trust - The Obesity ETF 5
Optas, LLC 5
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 5
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 5
Financial Sense Advisors, Inc. 5
Farmer Steven Patrick 5
Elkhorn Investments, LLC 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 5
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 5
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 5
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 5
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 5
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 5
Thomasville National Bank 5
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF 5
XXEC, Inc. 5
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF 5
Sand Grove Capital Management LLP 5
Continental Investors Services, Inc. 5
Astoria Portfolio Advisors LLC. 5
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 5
IPDP - Listed Funds Trust - Dividend Performers ETF 5
Quantum Private Wealth, LLC 5
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I 5
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 5
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 5
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 5
Jnl Series Trust - Jnl/mellon International Index Fund (a) 5
Prosight Management, LP 5
Harbor Asset Planning, Inc. 5
Tamarack Capital Management, LLC 5
Worth Asset Management, LLC 5
Newland Capital Management, Llc 5
RKL Wealth Management LLC 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 5
Clear Investment Research, Llc 5
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 5
Loews Corp 5
Maseco Llp 5
BSBAX - Northern Funds - Northern Short Bond Fund 5
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 5
Pinnacle Family Advisors, LLC 5
Leisure Capital Management 5
NMIEX - Northern Funds - Active M International Equity Fund 5
Sterling Investment Counsel, LLC 5
Cyrus J. Lawrence, LLC 5
WELLINGTON TRUST Co N A 5
Modus Advisors, LLC 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 5
Smallwood Wealth Investment Management, LLC 5
Iridian Asset Management Llc/ct 5
Edgewood Management Llc 5
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 5
Deutsche Value Series, Inc 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 5
Oppenheimer Limited-term Bond Fund 5
Pictet North America Advisors SA 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 5
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 5
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 5
Botty Investors LLC 5
Relative Value Partners Group, LLC 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
Bank Pictet & Cie (asia) Ltd 5
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 5
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 5
Meixler Investment Management, Ltd. 5
First Heartland Consultants, Inc. 5
Ownership Capital B.V. 5
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 5
Whalerock Point Partners, Llc 5
Advanced Series Trust - Ast International Growth Portfolio 5
Veritas Investment Management LLP 5
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 5
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 5
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 5
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 5
Cottage Street Advisors LLC 5
Taylor, Cottrill, Erickson & Associates, Inc. 5
Schooner Investment Group, LLC. 5
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 5
Corvex Management LP 5
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 5
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 5
Aware Super Pty Ltd as trustee of Aware Super 5
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 5
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 5
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 5
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 5
M Holdings Securities, Inc. 5
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class 5
Tandem Investment Advisors, Inc. 5
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 5
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 5
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 5
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 5
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
LWM Advisory Services, LLC 5
Telos Capital Management, Inc. 5
Confluence Wealth Management LLC 5
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 5
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 5
Rinkey Investments 5
Autumn Glory Partners, LLC 5
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class 5
Mid-American Wealth Advisory Group, Inc. 5
Kraematon Investment Advisors, Inc 5
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 5
Granite Investment Advisors, LLC 5
Gillespie Robinson & Grimm Inc 5
National Investment Services Inc /wi 5
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 5
Fulcrum Capital LLC 5
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 5
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
Running Oak Capital LLC 5
Resolute Capital Asset Partners LLC 5
Western Pacific Wealth Management, LP 5
Ballew Advisors, Inc 5
Hancock Whitney Investment Services Inc. 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
Sora Investors Llc 5
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 5
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 5
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 5
IFC Holdings Incorporated/FL 5
National Penn Investors Trust Co /pa 5
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 5
Gordian Capital Singapore Pte Ltd 5
Guardian Wealth Advisors, Llc / Nc 5
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 5
Axiom Advisory, LLC 5
Sona Asset Management (us) Llc 5
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 5
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 5
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 5
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A 5
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 5
Aquila Investment Management LLC 5
FRG Family Wealth Advisors LLC 5
Tiaa Cref Trust Co Fsb/mo 5
Bancreek Capital Management, LP 5
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 5
VELA Investment Management, LLC 5
Saya Management Lp 5
Aquire Wealth Advisors, LLC 5
Wealth Effects Llc 5
Bar Harbor Trust Services 5
Capital Market Strategies LLC 5
Connective Portfolio Management, LLC 5
Hennessy Advisors Inc 5
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 5
Revolve Wealth Partners, LLC 5
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 5
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A 5
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 5
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 5
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 5
Nuveen Floating Rate Income Fund 5
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 5
Scott Marsh Financial, LLC 5
Simply Money Advisors 5
First Midwest Bank Trust Division 5
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 5
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 5
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 5
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 5
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 5
Polen Capital Management Llc 5
Weitz Investment Management, Inc. 5
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 5
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 5
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 5
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF 5
Eaton Vance Floating-rate Income Plus Fund 5
Index Fund Advisors, Inc. 5
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 5
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 5
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 5
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 5
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 5
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 5
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 5
Sumit Capital, Llc 5
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 5
Puzo Michael J 5
IMPACTfolio, LLC 5
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF 5
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 5
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 5
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A 5
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 5
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 5
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 5
Ascension Asset Management LLC 5
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 5
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 5
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 5
Davidson Capital Management Inc. 5
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 5
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 5
Bank Hapoalim Bm 5
SNSR - Global X Funds - Global X Internet of Things ETF 5
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I 5
Proathlete Wealth Management Llc 5
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 5
KAMES CAPITAL management Ltd 5
Hopwood Financial Services, Inc. 5
GlobalBridge, Inc. 5
Madison Covered Call & Equity Strategy Fund 5
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 5
Mcmillion Capital Management Inc 5
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 5
PFFD - Global X Funds - Global X U.S. Preferred ETF 5
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 5
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF 5
Potomac Capital Management, Inc. 5
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 5
Security National Bank Of So Dak 5
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 5
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF 5
Eads & Heald Wealth Management 5
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 5
Pimco Dynamic Income Fund 5
Private Management Group Inc 5
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 5
Columbia Asset Management 5
Weatherly Asset Management L. P. 5
Essex LLC 5
Garrison Asset Management, LLC 5
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 5
Mraz, Amerine & Associates, Inc. 5
Acuity Investment Management Inc 5
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5
Hershey Trust Co 5
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 5
Select Equity Group Inc 5
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 5
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 5
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 5
WATWX - WANGER ADVISORS TRUST - Wanger Select 5
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 5
Lebenthal Holdings,LLC 5
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 5
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 5
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 5
Endex Capital Management Llc 5
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 5
Neuberger Berman Next Generation Connectivity Fund Inc. 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
Neumeier Poma Investment Counsel Llc 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class 5
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 5
Parthenon Llc 5
JNL SERIES TRUST - JNL International Index Fund (I) 5
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 5
J. W. Coons Advisors, LLC 5
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund 5
Bernard Wealth Management Corp. 5
Altavista Wealth Management, Inc. 5
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 5
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 5
Prospector Partners Llc 5
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 5
Source Capital Inc /de/ 5
Gamble Jones Investment Counsel 5
First Trust Bank, Ltd. 5
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 5
Boit C F David 5
BEEHX - FORUM FUNDS - The BeeHive Fund 5
Northeast Investment Management 5
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 5
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 5
Sunflower Bank, N.A. 5
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 5
Continental Advisors Llc 5
E Fund Management (Hong Kong) Co., Ltd. 5
Cowen Prime Advisors LLC 5
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund 5
VAPPX - VALIC Co I - Capital Appreciation Fund 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 5
Friedenthal Financial 5
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 5
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 5
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 5
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 5
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 5
West Chester Capital Advisors, Inc 5
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 5
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 5
PKO Investment Management Joint-Stock Co 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
Brophy Wealth Management, LLC 5
Emfo, Llc 5
Odey Asset Management Group Ltd 5
KLCM Advisors, Inc. 5
Copia Wealth Management 5
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 5
Notis-McConarty Edward 5
Davis Capital Management 5
Herald Investment Management Ltd 5
Apella Capital, LLC 5
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 5
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 5
QVT Financial LP 5
Stone Ridge Trust Iii 5
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 5
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 5
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 5
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 5
Nbw Capital Llc 5
Broadview Advisors Llc 5
BlackRock Innovation & Growth Trust 5
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 5
Northstar Investment Advisors Llc 5
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 5
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 5
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio 5
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 5
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio 5
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 5
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 5
Aviance Capital Partners, LLC 5
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 5
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 5
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 5
ARGA Investment Management, LP 5
Gries Financial Llc 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 5
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 5
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 5
Grand Jean Capital Management Inc 5
Stack Financial Management, Inc 5
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 5
SOL Capital Management CO 5
Frontier Investment Mgmt Co 5
MML Series Investment Fund II - MML Special Situations Fund Class II 5
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 5
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB 5
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 5
Pergamon Offshore Advisors, L.P. 5
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 5
BRASX - Blackrock Allocation Target Shares - Bats Series S 5
Forward Management, LLC 5
New Age Alpha Trust - AVDR US LargeCap Leading ETF 5
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 5
Cove Private Wealth, LLC 5
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 5
Sentinel Trust Co Lba 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 5
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 5
First American Trust, Fsb 5
Sabal Trust CO 5
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 5
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 5
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 5
Aviance Capital Management, Llc 5
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 5
BIT Capital GmbH 5
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A 5
Probity Advisors, Inc. 5
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 5
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 5
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 5
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 5
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 5
Oxford Financial Group Ltd 5
Capital Directions Investment Advisors, LLC 5
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 5
Westerkirk Capital Inc. 5
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares 5
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 5
QTUM - ETF Series Solutions - Defiance Quantum ETF 5
GCCHX - GMO TRUST - GMO Climate Change Fund Class III 5
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 5
Fort Point Capital Partners LLC 5
CloudAlpha Capital Management Limited/Hong Kong 5
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 5
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 5
Curat Global, LLC 5
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 5
44 Wealth Management Llc 5
S. R. Schill & Associates 5
Mcrae Capital Management Inc 5
Hatteras Alternative Mutual Funds, LLC 5
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I 5
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 5
WMKGX - WESMARK FUNDS - WesMark Growth Fund 5
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 5
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 5
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 5
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A 5
Budros, Ruhlin & Roe, Inc. 5
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 5
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 5
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 5
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares 5
Twin Lakes Capital Management, LLC 5
Thompson Rubinstein Investment Management Inc /or/ 5
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 5
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 5
Gibbs Wealth Management 5
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 5
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 5
MidAtlantic Capital Management, Inc. 5
Securian Funds Trust - SFT Core Bond Fund Class 1 5
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 5
Parr Mcknight Wealth Management Group, Llc 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
Starfire Investment Advisers, Inc. 5
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF 5
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 5
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 5
Alpha Family Trust 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 5
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 5
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 5
Cadinha & Co Llc 5
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 5
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 5
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 5
Stancorp Investment Advisers Inc 5
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
Alecta Pensionsforsakring, Omsesidigt 5
Accredited Investors Inc. 5
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 5
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 5
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 5
Lowe Brockenbrough & Co Inc 5
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 5
DHJJ Financial Advisors, Ltd. 5
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 5
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 5
Kensington Investment Counsel, LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 5
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 5
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 5
Mfs Intermediate Income Trust 5
Liberty All Star Equity Fund 5
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 5
JOGIX - Advisers Investment Trust - JOHCM Global Equity Fund Institutional Shares 5
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 5
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 5
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 5
Capital Investment Counsel, Inc 5
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 5
Catamount Wealth Management 5
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 5
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 5
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 5
Cartenna Capital, LP 5
Fairpointe Capital LLC 5
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 5
Talon Private Wealth, LLC 5
ELCO Management Co., LLC 5
Newman Dignan & Sheerar, Inc. 5
SAFFX - Capitol Series Trust - Hedeker Strategic Appreciation Fund Institutional Shares 5
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 5
Old Point Trust & Financial Services N A 5
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 5
Terra Alpha Investments LLC 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 5
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 5
AEGON USA Investment Management, LLC 5
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 5
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 5
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
Militia Capital Partners, LP 5
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF 5
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 5
Kingdom Ridge Capital, LLC 5
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 5
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 5
Tradition Capital Management Llc 5
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 5
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 5
Cornerstone Advisors Inc 5
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 5
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 5
Alliancebernstein Global High Income Fund Inc 5
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
OneAscent Wealth Management LLC 5
Franklin Templeton International Trust 5
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 5
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 5
Leverage Partners Absolute Return Fund SPC 5
Buckingham Capital Management, Inc. 5
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 5
4D Advisors, LLC 5
Norman Fields, Gottscho Capital Management, LLC 5
American National Registered Investment Advisor, Inc. 5
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 5
Blackrock Enhanced Capital & Income Fund, Inc. 5
Accredited Wealth Management, LLC 5
Bedell Frazier Investment Counseling, LLC 5
American Independence Funds Trust 5
Wilkins Investment Counsel Inc 5
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 5
Samson Rock Capital LLP 5
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 5
O'Brien Wealth Partners LLC 5
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 5
Banque de Luxembourg S.A. 5
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 5
Western Asset Income Fund 5
Guidant Wealth Advisors 5
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class 5
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 5
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 5
Stableford Capital Ii Llc 5
Investor Ab 5
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 5
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 5
Nichols & Pratt Advisers Llp /ma 5
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 5
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 5
Verus Financial Partners, Inc. 5
ARGI Investment Services, LLC 5
Ecofi Investissements Sa 5
Rikoon Group, LLC 5
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 5
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 5
McCarthy Asset Management, Inc. 5
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 5
Alteri Wealth LLC 5
Oppenheimer Rising Dividends Fund 5
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 5
Peloton Wealth Strategists 5
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 5
Credit Industriel Et Commercial 5
Dash Acquisitions Inc. 5
HighTower Trust Services, LTA 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
Brandywine Managers, Llc 5
Tortoise Capital Advisors, L.l.c. 5
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 5
Cohen Klingenstein LLC 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 5
Cobblestone Capital Advisors Llc /ny/ 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
Gyroscope Capital Management Group, Llc 5
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 5
Diversify Wealth Management, Llc 5
Atlanta Consulting Group Advisors, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
First Merchants Corp 5
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 5
FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A 5
London Co Of Virginia 5
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 5
Scopia Capital Management Lp 5
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 5
Indaba Capital Management, L.P. 5
Marvin & Palmer Associates Inc 5
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 5
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 5
CFO4Life Group, LLC 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 5
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 5
Vestal Point Capital, LP 5
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 5
MBE Wealth Management, LLC 5
Alesco Advisors Llc 5
Ayrshire Capital Management LLC 5
Briaud Financial Planning, Inc 5
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 5
Alphagen Securities Llc 5
Vermillion & White Wealth Management Group, LLC 5
Butensky & Cohen Financial Security, Inc 5
Tang Capital Management Llc 5
Arvin Capital Management LP 5
Thrivent Core Funds - Thrivent Core International Equity Fund 5
Compass Financial Services Inc 5
Stansberry Asset Management, Llc 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
Evernest Financial Advisors, LLC 5
Aspen Investment Management Inc 5
Steward Partners Investment Solutions, Llc 5
Dearborn Partners Llc 5
Davidson Investment Advisors 5
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 5
Gmt Capital Corp 5
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 5
VASMX - VALIC Co II - Small Cap Growth Fund 5
Tairen Capital Ltd 5
Burling Wealth Partners, Llc 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 5
Community Financial Services Group, LLC 5
James Hambro & Partners 5
First City Capital Management, Inc. 5
Asset Management Corp /il/ /adv 5
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 5
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 5
Howard Wealth Management, Llc 5
Deroy & Devereaux Private Investment Counsel Inc 5
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 5
Eq Wealth Advisors, Llc 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
Bruce & Co., Inc. 5
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 5
Leelyn Smith, LLC 5
Lighthouse Financial Advisors, Inc. 5
Cullen Capital Management, LLC 5
Focus Financial Network Inc /adv 5
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 5
AT Bancorp 5
York Capital Management Global Advisors, LLC 5
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 5
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 5
Aft, Forsyth & Company, Inc. 5
General Electric Co 5
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 5
Novare Capital Management Llc 5
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 5
Kaufman Rossin Wealth, LLC 5
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 5
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 5
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 5
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 5
DiMeo Schneider & Associates, L.L.C. 5
New England Investment & Retirement Group, Inc. 5
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 5
Capitolis Liquid Global Markets LLC 5
Townsend Asset Management Corp /nc/ /adv 5
Income Research & Management 5
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 5
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 5
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 5
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 5
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 5
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 5
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 5
Epiq Partners, Llc 5
Polymer Capital Management (HK) LTD 5
Kimelman & Baird, LLC 5
New Century Financial Group, LLC 5
Westport Asset Management Inc 5
OMNI 360 Wealth, Inc. 5
Gluskin Sheff & Assoc Inc 5
Cabot Wealth Management Inc 5
Quotient Wealth Partners, LLC 5
Ion Asset Management Ltd. 5
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 5
Boys Arnold & Co Inc 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 5
Divergent Wealth Advisors, Llc 5
Stonebrook Private Inc. 5
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 5
VCI Wealth Management LLC 5
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 5
Cedar Capital, Llc 5
Ironvine Capital Partners, LLC 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 5
Integrated Core Strategies (us) Llc 5
Kendall Capital Management 5
Stelac Advisory Services LLC 5
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 5
Rosenbaum Jay D. 5
Electron Capital Partners, LLC 5
Sabadell Asset Management, S.A S.G.I.I.C 5
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 5
Vivaldi Opportunities Fund 5
Harbour Investment Management Llc 5
Resource Management, LLC 5
Contour Asset Management LLC 5
Pacific Sun Financial Corp 5
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 5
Eaton Vance Floating-rate 2022 Target Term Trust 5
Wellington Wealth Strategies, LLC. 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 5
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 5
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 5
Claar Advisors LLC 5
Moss Adams Wealth Advisors LLC 5
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 5
KPP Advisory Services LLC 5
Fs Credit Income Fund 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 4
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares 4
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 4
Dillon & Associates Inc 4
EWJ - iShares, Inc. - iShares MSCI Japan ETF 4
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 4
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 4
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 4
LaFleur & Godfrey LLC 4
Westmount Partners, LLC 4
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 4
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 4
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 4
Napier Park Global Capital (US) LP 4
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 4
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 4
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 4
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 4
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares 4
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 4
Valicenti Advisory Services Inc 4
Lodestar Investment Counsel Llc/il 4
Independent Solutions Wealth Management, LLC 4
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 4
Tanaka Capital Management Inc 4
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 4
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 4
VACVX - VALIC Co II - Large Cap Value Fund 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 4
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology 4
Biondo Investment Advisors, LLC 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 4
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 4
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF 4
Bank Of Stockton 4
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 4
EUSM - Strategy Shares - Eventide US Market ETF 4
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 4
Blackthorn Investment Group Llc 4
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 4
Trust Co Of Virginia /va 4
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 4
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF 4
Tufton Capital Management 4
Family Legacy Financial Solutions, LLC 4
Veritas Asset Management LLP 4
Egerton Capital (UK) LLP 4
First Western Capital Management Co 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 4
Excalibur Management Corp 4
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
Cadence Bank Na 4
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 4
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
Portland Global Advisors LLC 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 4
VCSOX - VALIC Co I - International Socially Responsible Fund 4
Gryphon International Investment CORP 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 4
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 4
Beacon Trust Co 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
BW Gestao de Investimentos Ltda. 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 4
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 4
Bank OZK 4
Sharkey, Howes & Javer 4
Relyea Zuckerberg Hanson LLC 4
Red Spruce Capital, LLC 4
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 4
Sapience Investments, LLC 4
Locust Wood Capital Advisers, LLC 4
Sloy Dahl & Holst, LLC 4
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 4
Meridian Management Co 4
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 4
Front Barnett Associates Llc 4
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 4
Cortland Associates Inc/mo 4
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 4
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 4
Fulton Breakefield Broenniman Llc 4
Martin Investment Management, LLC 4
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 4
Lbmc Investment Advisors, Llc 4
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 4
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 4
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 4
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
Blue Chip Partners, Inc. 4
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 4
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 4
Voce Capital Management LLC 4
Wealthquest Corp 4
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class 4
NIXT - EA Series Trust - Research Affiliates Deletions ETF 4
Perimeter Capital Partners, LLC 4
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 4
Rnc Capital Management Llc 4
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 4
CXI Advisors 4
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 4
Minerva Advisors LLC 4
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 4
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 4
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 4
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 4
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
Scott & Selber, Inc. 4
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 4
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 4
Birch Capital Management, LLC 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
KAMES CAPITAL management Ltd 4
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
Investment Centers Of America Inc 4
Diversified Enterprises, LLC 4
Gary Goldberg Planning Services Inc 4
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 4
Alpine Partners USVI, LLC 4
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 4
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 4
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 4
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 4
Castle Hook Partners LP 4
Aberdeen Japan Equity Fund, Inc. 4
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 4
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND 4
KP Management LLC 4
BOTT - Themes ETF Trust - Themes Robotics & Automation ETF 4
Custom Portfolio Group LLC 4
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 4
Granite FO LLC 4
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 4
Paragon Associates & Paragon Associates Ii Joint Venture 4
Clear Perspective Advisors, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
Mirae Asset Securities (usa) Inc. 4
Kings Path Partners LLC 4
Wells Fargo Income Opportunities Fund 4
Oasis Management Co Ltd. 4
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 4
Indices-Pac Research Corp. 4
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 4
Credit Suisse High Yield Bond Fund 4
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 4
Delaney Dennis R 4
Elefante Mark B 4
Gardiner Nancy B 4
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 4
REDWX - Aspiration Funds - Aspiration Redwood Fund 4
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 4
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 4
Fusion Investment Group, LLC 4
Kirtland Hills Capital Management, Llc 4
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 4
22nw, Lp 4
Fpc Investment Advisory, Inc. 4
Koa Wealth Management, LLC 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
Partners Group Private Equity (master Fund), Llc 4
Southport Management, L.l.c. 4
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 4
Birchview Capital, LP 4
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 4
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
DLK Investment Management, LLC 4
Adirondack Research & Management Inc. 4
Dimension Capital Management Llc 4
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF 4
Acap Strategic Fund 4
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
Broadview Funds Trust 4
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 4
COMMERCE FUNDS - The MidCap Value Fund Shares 4
Walden Wealth Partners Llc 4
Payden & Rygel 4
Deimos Asset Management LLC 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
Physicians Financial Services, Inc. 4
USRD - Themes ETF Trust - Themes US R&D Champions ETF 4
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 4
Gabelli Nextshares Trust 4
FMIJX - FMI FUNDS INC - International Fund Investor Class 4
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 4
Blue Sky Asset Management, LLC 4
Secured Retirement Advisors, Llc 4
Oracle Alpha Inc. 4
Unisphere Establishment 4
Cypress Wealth Services, LLC 4
Manning & Napier Group, LLC 4
Monument Capital Management 4
Kuhn & Co Investment Counsel 4
Spectrum Wealth Counsel, LLC 4
Retirement Income Solutions, Inc 4
Encompass More Asset Management 4
Exome Asset Management LLC 4
DDD Partners, LLC 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
Canopy Partners, LLC 4
Aubrey Capital Management Ltd 4
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 4
Mandatum Life Insurance Co Ltd 4
First Trust Investment Solutions L.P. 4
Jordan Park Group LLC 4
Midwest Professional Planners, LTD. 4
Poehling Capital Management, LLC 4
Avanda Investment Management Pte. Ltd. 4
Garelick Capital Partners, LP 4
Amcap Fund 4
Richardson Capital Management LLC 4
Darden Wealth Group Inc 4
BOCHK Asset Management Ltd 4
Unio Capital LLC 4
Portfolio Design Labs, LLC 4
Partners Group Holding AG 4
Worldwide Health Sciences Portfolio 4
American National Bank & Trust Co /va/ 4
Second Line Capital, LLC 4
Boomfish Wealth Group, LLC 4
Blue Pool Management Ltd. 4
Connors Investor Services Inc 4
Gardner Russo & Quinn Llc 4
Partnership Wealth Management, LLC 4
MeadowBrook Investment Advisors LLC 4
Patrick M Sweeney & Associates, Inc 4
HoyleCohen, LLC 4
Hara Capital LLC 4
Lombard Odier & Cie (Canada), Limited Partnership 4
Steele Capital Management, Inc. 4
Andina Capital Management, LLC 4
Zuckerman Investment Group, LLC 4
Fore Capital, LLC 4
HTLF Bank 4
McMahon Financial Advisors, LLC 4
Advocacy Wealth Management Services, LLC 4
Pacific View Asset Management, Llc 4
Traveka Wealth, LLC 4
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class 4
Titus Wealth Management 4
Cedrus LLC 4
Trueblood Wealth Management, LLC 4
E Six Thirteen, Llc 4
Watermark Asset Management, Inc. 4
OmniStar Financial Group, Inc. 4
Premier Path Wealth Partners, LLC 4
Rocky Mountain Advisers, Llc 4
Winthrop Partners - Wny, Llc 4
Vulcan Value Partners, LLC 4
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 4
Forefront Analytics, LLC 4
GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class 4
Main Management ETF Advisors, LLC 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 4
Montage Investments, Llc 4
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 4
Whitener Capital Management, Inc. 4
Avondale Wealth Management 4
Rogco, Lp 4
Pathway Financial Advisors LLC 4
Man Investments (CH) AG 4
Planning Directions Inc 4
Financial Security Advisor, Inc. 4
Menora Mivtachim Holdings Ltd. 4
Vista Investment Management 4
Krane Funds Advisors LLC 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
Tikehau Investment Management 4
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF 4
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4
Nicola Wealth Management Ltd. 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
Twin Focus Capital Partners, Llc 4
Slocum, Gordon & Co LLP 4
Hefty Wealth Partners 4
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 4
Hall Kathryn A. 4
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 4
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 4
Hatteras Funds, LLC 4
Sands Capital Management, Llc 4
Scholtz & Company, Llc 4
German American Bancorp, Inc. 4
Prosperity Wealth Management, Inc. 4
LFA - Lugano Financial Advisors SA 4
Glenhill Advisors Llc 4
Andesa Financial Management Inc. 4
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 4
Northwest Bank & Trust Co 4
SPX Equities Gestao de Recursos Ltda 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 4
Sapphire Star Partners LP 4
Efg Capital International Corp. 4
Tema ETF Trust - Tema Monopolies and Oligopolies ETF 4
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 4
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF 4
Meridian Financial Partners LLC 4
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 4
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 4
Inlet Private Wealth, LLC 4
Highland Private Wealth Management 4
EdgePoint Investment Group Inc. 4
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 4
WHV Investments, Inc. 4
Geo Capital Gestora de Recursos Ltd 4
One68 Global Capital, LLC 4
Ewa, Llc 4
TPG Financial Advisors, LLC 4
Vollero Beach Capital Partners LLC 4
Archon Capital Management LLC 4
Precept Management LLC 4
Tide Point Capital Management, Lp 4
Community Capital Management, Inc. 4
McCarthy Grittinger Financial Group, LLC 4
Owl Creek Asset Management, L.P. 4
VeraBank, N.A. 4
North Ridge Wealth Advisors, Inc. 4
Channel Wealth Llc 4
MBM Wealth Consultants, LLC 4
Empire Financial Management Company, LLC 4
First Trust Enhanced Equity Income Fund 4
Western Asset Management Company, LLC 4
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 4
MEDI - Harbor ETF Trust - Harbor Health Care ETF 4
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF 4
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 4
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 4
Ostrum Asset Management U.s., Llc 4
Morningstar Investment Management LLC 4
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 4
JFG Wealth Management, LLC 4
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 4
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 4
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 4
Tech Square Trading Lp 4
LaSalle St. Investment Advisors, LLC 4
Live Oak Investment Partners 4
Ausbil Investment Management Ltd 4
AlphaQ Advisors LLC 4
Riverstone Advisors, LLC 4
One Fin Capital Management LP 4
Utah Peaks Capital Inc 4
Davis Investment Partners, LLC 4
Cloud Capital Management, LLC 4
Autonomy Capital (Jersey) L.P. 4
Phillips Wealth Planners LLC 4
Kcl Capital, L.p. 4
Tuscan Ridge Asset Management Llc 4
Biltmore Capital Advisors LLC 4
ERn Financial, LLC 4
Princeton Portfolio Strategies Group LLC 4
Aspen Grove Capital, LLC 4
Core Wealth Partners LLC 4
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 4
BML Capital Management, LLC 4
Peconic Partners Llc 4
Garden State Investment Advisory Services LLC 4
Bmt Investment Advisors 4
Rivermont Capital Management LP 4
Tejara Capital Ltd 4
Shorepoint Capital Partners LLC 4
Means Investment Co., Inc. 4
Adams Natural Resources Fund, Inc. 4
Jupiter Wealth Management LLC 4
Enterprise Bank & Trust Co 4
Moseley Investment Management Inc 4
Wesleyan Assurance Society 4
Prossimo Advisors, LLC 4
Keystone Investors Pte Ltd 4
Zhang Financial LLC 4
Northstar Asset Management Inc 4
Davide Leone & Partners Investment Co Ltd. 4
First National Corp /ma/ /adv 4
Great Waters Wealth Management 4
PayPay Securities Corp 4
Jacobsen Capital Management 4
Allegiance Financial Group Advisory Services LLC 4
SRTTX - SMA RELATIONSHIP TRUST - Series T 4
Beacon Harbor Wealth Advisors, Inc. 4
Sound View Wealth Advisors Group, LLC 4
Tranquility Partners, LLC 4
Value Aligned Research Advisors, LLC 4
Oppenheimer Equity Fund 4
Edmond de Rothschild (Europe) 4
Unique Wealth, Llc 4
Western Financial Corp/CA 4
Kfg Wealth Management, Llc 4
New South Capital Management Inc 4
Global Wealth Strategies & Associates 4
Align Wealth Management, LLC 4
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF 4
Ark Venture Fund 4
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF 4
Dakota Community Bank & Trust NA 4
Mesirow Institutional Investment Management, Inc. 4
Eidelman Virant Capital 4
AMID - EA Series Trust - Argent Mid Cap ETF 4
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 4
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 4
Bull Street Advisors, LLC 4
Ambassador Advisors, LLC 4
PIMCO FUNDS - PIMCO Sector Fund Series - I 4
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 4
RK Capital Management, LLC 4
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 4
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y 4
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 4
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 4
Claymore Exchange-traded Fund Trust 2 4
Citizens & Northern Corp 4
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 4
Bingham Private Wealth, Llc 4
WCG Wealth Advisors LLC 4
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 4
Quantum Financial Advisors, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
Grayhawk Investment Strategies Inc. 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 4
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 4
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 4
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF 4
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 4
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
Ally Financial Inc. 4
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 4
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 4
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 4
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
Bramshill Investments, LLC 4
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 4
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 4
American Funds Fundamental Investors 4
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 4
Anb Bank 4
Cavalry Management Group, LLC 4
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 4
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 4
Godshalk Welsh Capital Management, Inc. 4
Hirschman Orin 4
Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) 4
Clear Sky Advisers, LLC 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
Consonance Capital Management LP 4
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 4
Mechanics Financial Corp 4
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 4
Tamarack Advisers, LP 4
Goodnow Investment Group, Llc 4
Zions Trust, National Association 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 4
Lockerman Financial Group, Inc. 4
Ursa Fund Management, LLC 4
Fma Advisory Inc 4
Pacific Capital Partners Ltd 4
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 4
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 4
Walter Public Investments Inc. 4
Rutabaga Capital Management Llc/ma 4
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 4
Corundum Group, Inc. 4
Paragon Private Wealth Management, LLC 4
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 4
Blue Clay Capital Management, LLC 4
XDNA - Kelly Strategic ETF Trust - Kelly CRISPR & Gene Editing Technology ETF 4
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 4
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 4
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 4
Eagle Boston Investment Management Inc 4
Pimco Strategic Income Fund, Inc 4
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 4
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 4
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A 4
Kettle Hill Capital Management, Llc 4
HNASX - HOMESTEAD FUNDS INC - Growth Fund 4
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 4
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 4
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 4
Meteora Capital, LLC 4
CTRU - Ark ETF Trust - ARK Transparency ETF 4
Cormorant Asset Management, LP 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A 4
apricus wealth, LLC 4
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 4
Gruber & Mcbaine Capital Management Llc 4
Overland Advisors, LLC 4
Union Capital, Llc 4
Princeton Capital Management Inc 4
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 4
Vienna Asset Management LLC 4
Strategic Financial Services, Inc, 4
Leviticus Partners LP 4
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 4
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 4
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 4
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 4
Harrington Investments, INC 4
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 4
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 4
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 4
Turim 21 Investimentos Ltda. 4
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 4
Verde Servicos Internacionais S.A. 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
Oak Harbor Wealth Partners, Llc 4
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 4
AGF Investments America Inc. 4
RiverPoint Capital Management, LLC 4
Kelman-Lazarov, Inc. 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
Intelligent Financial Strategies 4
Hutchens Investment Management Inc 4
Newport Trust Co 4
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A 4
OneAscent Investment Solutions LLC 4
Lester Murray Antman dba SimplyRich 4
Evolution Wealth Management Inc. 4
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 4
Seaport Global Advisors, LLC 4
CastleKnight Management LP 4
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 4
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 4
Olstein Funds 4
Pimco Corporate & Income Opportunity Fund 4
Keystone Wealth Services, LLC 4
Thrive Wealth Management, LLC 4
RE Dickinson Investment Advisors, LLC 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
Capricorn Fund Managers Ltd 4
OPTIMAS CAPITAL Ltd 4
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 4
Kopp Investment Advisors Llc 4
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 4
Pinnbrook Capital Management Lp 4
Hoplite Capital Management, L.p. 4
SC&H Financial Advisors, Inc. 4
Aldebaran Financial Inc. 4
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA 4
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 4
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 4
New Perspective Fund 4
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 4
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 4
Bellevue Asset Management AG 4
New England Asset Management Inc 4
Pine Haven Investment Counsel, Inc 4
Martin & Co Inc /tn/ 4
Invicta Capital Management, LLC 4
Pinnacle Private Wealth, LLC 4
Lane Generational LLC 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 4
DB Fitzpatrick & Co, Inc 4
Gouws Capital LLC 4
Ahl Investment Management, Inc. 4
Fsb Premier Wealth Management, Inc. 4
Ignite Planners, LLC 4
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 4
Peterson Financial Group, Inc. 4
Disciplined Growth Investors Inc /mn 4
Bowman & Co S.C. 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 4
Volterra Technologies LP 4
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 4
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 4
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 4
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 4
Limestone Investment Advisors LP 4
MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF 4
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 4
Andrew Hill Investment Advisors, Inc. 4
PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A 4
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 4
Iyo Bank, Ltd. 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 4
PARK CIRCLE Co 4
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 4
Vanguard Chester Funds 4
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 4
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 4
Hutchens Investment Management Inc 4
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 4
Terril Brothers, Inc. 4
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF 4
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF 4
Aristotle Capital Management, LLC 4
WoodTrust Financial Corp 4
Keeley Asset Management Corp 4
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 4
PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C 4
Forbes J M & Co Llp 4
ENVAX - VanEck Funds - Environmental Sustainability Fund Class A 4
Studio Investment Management Llc 4
Affiance Financial, LLC 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 4
Marathon Asset Mgmt Ltd 4
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 4
Strong Tower Advisory Services 4
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 4
Skba Capital Management Llc 4
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 4
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 4
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF 4
Five Oceans Advisors 4
Portland Investment Counsel Inc. 4
Alamea Verwaltungs GmbH 4
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 4
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 4
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 4
Td Asset Management Usa Funds Inc. 4
CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF 4
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 4
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 4
New Capital Management LP 4
Greenhouse Funds LLLP 4
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 4
Kdi Capital Partners Llc 4
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 4
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 4
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
Archon Partners LLC 4
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y 4
Blue Barn Wealth, LLC 4
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 4
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares 4
Bornite Capital Management LP 4
Bridgeworth, LLC 4
Fortress Wealth Group, LLC 4
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL 4
Empire Capital Management, L.L.C. 4
Fundsmith Investment Services Ltd. 4
Karpus Management, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 4
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 4
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 4
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 4
Shepherd Financial Partners LLC 4
Fire Capital Management LLC 4
Zazove Convertible Securities Fund Inc 4
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
DSG Capital Advisors, LLC 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A 4
Bill & Melinda Gates Foundation Trust 4
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 4
Financial Consulate Inc. 4
Fayerweather Charles 4
Kidder Stephen W 4
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 4
Leonard Green & Partners, L.P. 4
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 4
J.P. Marvel Investment Advisors, LLC 4
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 4
PCJ Investment Counsel Ltd. 4
Loeb Partners Corp 4
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 4
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 4
Somerset Trust Co 4
Piershale Financial Group, Inc. 4
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 4
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T 4
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 4
Sicart Associates LLC 4
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 4
Boston Research & Management Inc 4
CSM Advisors, LLC 4
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 4
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 4
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 4
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 4
Fi3 FINANCIAL ADVISORS, LLC 4
Palumbo Wealth Management LLC 4
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund 4
O'Neil Global Advisors, Inc. 4
Bradley & Co. Private Wealth Management, LLC 4
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 4
Howard Capital Management Group, LLC 4
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 4
Stockman Wealth Management, Inc. 4
Canvas Wealth Advisors, LLC 4
Cape Cod Five Cents Savings Bank 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 4
Smith, Moore & Co. 4
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 4
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 4
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 4
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 4
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 4
BNE - ETF Series Solutions - Blue Horizon BNE ETF 4
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 4
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 4
Radnor Capital Management, LLC 4
Stralem & Co Inc 4
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 4
Mitchell Mcleod Pugh & Williams Inc 4
Biltmore Wealth Management, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 4
General American Investors Co Inc 4
Live Your Vision, LLC 4
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 4
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 4
Sage Private Wealth Group, Llc 4
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I 4
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 4
CPG Cooper Square International Equity, LLC 4
MUSYX - Natixis Funds Trust I - Mirova U.S. Sustainable Equity Fund Class Y 4
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 4
Wormser Freres Gestion 4
BEEX - Tidal Trust III - The BeeHive ETF 4
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 4
Sheets Smith Investment Management 4
Pinney & Scofield, Inc. 4
HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia 4
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia 4
Colonial River Wealth Management, LLC 4
Signature Financial Management, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 4
Hudson Value Partners, LLC 4
Tacita Capital Inc 4
HN Saltoro Capital, LP 4
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 4
Alethea Capital Management, Llc 4
WNY Asset Management, LLC 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4
Wealth Management Associates, Inc. 4
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 4
Tri Locum Partners LP 4
Professional Advisory Services Inc 4
PENN SERIES FUNDS INC - High Yield Bond Fund 4
Hoese & Co LLP 4
Town & Country Bank & Trust CO dba First Bankers Trust CO 4
Heron Bay Capital Management 4
Alerus Investment Advisors Corp 4
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 4
Bristol Gate Capital Partners Inc. 4
Clarus Group, Inc. 4
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 4
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 4
Garcia Hamilton & Associates Lp/de 4
Woodward Diversified Capital, Llc 4
Vancity Investment Management Ltd 4
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 4
Connacht Asset Management LP 4
Berry Street Capital Management LLP 4
Novem Group 4
AQINX - AQR Funds - AQR International Equity Fund Class N 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 4
Taylor Wealth Management Partners 4
NINE MASTS CAPITAL Ltd 4
Analog Century Management LP 4
Veritas Investment Partners (UK) Ltd. 4
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 4
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 4
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 4
1248 Management, LLC 4
Orin Green Financial, LLC 4
Renasant Bank 4
Octavia Wealth Advisors, LLC 4
ShoreHaven Wealth Partners, LLC 4
Andar Capital Management HK Ltd 4
Mma Asset Management Llc 4
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 4
Connolly Sarah T. 4
Texas Bank & Trust Co 4
Wd Rutherford Llc 4
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 4
Financial Management Network Inc 4
Trutina Financial LLC 4
Measured Risk Portfolios, Inc. 4
Foster & Motley Inc 4
Kesler, Norman & Wride, LLC 4
Century Capital Management, LLC 4
Wealth Architects, LLC 4
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 4
Board of Trustees of The Leland Stanford Junior University 4
Cortina Funds, Inc. 4
R.P. Boggs & Co. 4
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 4
King Wealth 4
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 4
Flagship Private Wealth, LLC 4
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 4
LeClair Wealth Partners LLC 4
Three Seasons Wealth, LLC 4
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II 4
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 4
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 4
Sterling Manor Financial, LLC 4
IVC Wealth Advisors LLC 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 4
Blackrock Science & Technology Trust 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
Capstone Triton Financial Group, LLC 4
Legal Advantage Investments, Inc. 4
McLean Asset Management Corp 4
Cobalt Capital Management, Inc. 4
ABN AMRO Bank N.V. 4
United Fire Group Inc 4
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 4
Hanlon Investment Management, Inc. 4
Wall Street Access Asset Management, LLC 4
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 4
Northstar Advisory Group, LLC 4
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 4
Journey Advisory Group, LLC 4
PIMCO FUNDS - PIMCO Short Asset Portfolio 4
LifePro Asset Management 4
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 4
BlackRock ETF Trust - BlackRock Future Innovators ETF 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 4
Wealth Advisory Solutions, LLC 4
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 4
Bearing Point Capital, Llc 4
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R 4
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 4
Palo Capital, Inc. 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 4
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 4
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 4
Detwiler Fenton Investment Management LLC 4
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 4
Nexus Investment Management ULC 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
Asset Allocation & Management Company, LLC 4
Pembroke Management, LTD 4
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 4
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 4
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 4
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 4
Massar Capital Management, LP 4
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 4
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 4
Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund 4
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund 4
Tennessee Valley Asset Management Partners 4
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 4
Flynn James E 4
Holloway Wealth Management, LLC 4
Community Bank & Trust, Waco, Texas 4
Matrix Asset Advisors Inc/ny 4
Community Trust & Investment Co 4
Private Asset Management Inc 4
Lawson Kroeker Investment Management Inc/ne 4
Artisan Partners Holdings Lp 4
NFP Retirement, Inc. 4
Apollo Tactical Income Fund Inc. 4
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 4
Palisades Investment Partners, LLC 4
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 4
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 4
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
Five Oceans Asset Management LTD 4
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 4
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc 4
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 4
BLACKROCK FUNDS - BlackRock International Impact Fund Class K 4
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 4
CFICX - CALVERT FUND - Calvert Income Fund Class A 4
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 4
Aster Investment Management Co Inc 4
Advanced Investment Partners, LLC 4
Traxis Partners Lp 4
Mitchell Sinkler & Starr/pa 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 4
Deane Retirement Strategies, Inc. 4
Holderness Investments Co 4
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A 4
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 4
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 4
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 4
Walkner Condon Financial Advisors LLC 4
Integrated Quantitative Investments LLC 4
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 4
Grant Private Wealth Management Inc 4
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 4
BPESX - BAILLIE GIFFORD FUNDS - Baillie Gifford Positive Change Equities Fund Institutional Class 4
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 4
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 4
BGPTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Developed EAFE All Cap Fund Class 2 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
Lincoln Capital LLC 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 4
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund 4
Horst & Graben Wealth Management LLC 4
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 4
AssuredPartners Investment Advisors, LLC 4
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 4
Zevin Asset Management Llc 4
Cue Financial Group, Inc. 4
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 4
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 4
Advantage Advisers Xanthus Fund, L.l.c. 4
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 4
Northwest Bancshares, Inc. 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 4
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares 4
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A 4
Highwater Wealth Management, LLC 4
Roof Eidam & Maycock/adv 4
Smith Affiliated Capital Corp. 4
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 4
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 4
Quotient Investors, LLC 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Wright Managed Equity Trust 4
Guardian Partners Inc. 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 4
Acropolis Investment Management, LLC 4
Lowell Blake & Associates Inc. 4
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 4
LGNHX - ADVISORS SERIES TRUST - Logan Capital Large Cap Growth Fund Investor Class 4
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 4
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 4
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 4
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 4
Credit Suisse Asset Management Income Fund Inc 4
First National Bank Sioux Falls 4
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 4
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 4
Donald L. Hagan, LLC 4
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 4
Rainier Family Wealth Inc 4
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 4
Parasol Investment Management, LLC 4
Addenda Capital Inc. 4
Schaper Benz & Wise Investment Counsel Inc/wi 4
Cohen Capital Management, Inc. 4
Beach Investment Counsel Inc/pa 4
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 4
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 4
NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A 4
JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A 4
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 4
Sandell Asset Management Corp 4
Yellowstone Partners, LLC 4
Minneapolis Portfolio Management Group, LLC 4
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 4
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 4
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 4
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 4
SPC Financial, Inc. 4
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 4
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 4
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 4
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 4
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 4
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 4
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
Northside Capital Management, LLC 4
OHIO NATIONAL FUND INC - ON International Equity Portfolio 4
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class 4
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 4
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 4
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 4
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 4
Catawba Capital Management /va 4
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 4
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 4
Fcm Investments/tx 4
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 4
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 4
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares 4
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 4
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 4
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF 4
WVALX - WEITZ FUNDS - Value Fund - Investor Class 4
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
Bmt Investment Funds 4
Poinciana Advisors Group, Llc 4
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 4
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 4
Ami Asset Management Corp 4
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 4
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 4
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 4
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 4
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 4
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 4
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 4
Cambridge Advisors Inc. 4
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 4
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 4
Cidel Asset Management Inc 4
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 4
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 4
Northern Capital Management Llc 4
Investment Partners, Ltd. 4
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 4
Evanson Asset Management, LLC 4
Paragon Capital Management Ltd 4
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 4
Cascade Investment Advisors, Inc. 4
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares 4
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A 4
Strategic Advisors LLC 4
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A 4
Consolidated Investment Group LLC 4
Litman Gregory Asset Management LLC 4
1623 Capital LLC 4
Accuvest Global Advisors 4
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 4
Galaxy Capital Trading Ltd 4
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 4
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 4
Cantillon Capital Management Llc 4
Putnam Investors Fund 4
Argentarii, LLC 4
Topline Capital Management, LLC 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
Generali Investments CEE, investicni spolecnost, a.s. 4
Jlb & Associates Inc 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 4
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 4
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 4
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
Shamrock Asset Management LLC 4
Raging Capital Management, LLC 4
Baltimore-Washington Financial Advisors, Inc. 4
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
Pioneer Floating Rate Trust 4
Security National Bank Of Sioux City Iowa /ia/ 4
DJE Kapital AG 4
Noble Wealth Management PBC 4
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 4
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 4
Seven Springs Wealth Group, LLC 4
Resonant Capital Advisors, LLC 4
Leonard Capital Management, Inc 4
Schneider Downs Wealth Management Advisors, LP 4
Blue Grotto Capital, LLC 4
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 4
Bristol John W & Co Inc /ny/ 4
Midwest Capital Advisors, LLC 4
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 4
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 4
Mirova US LLC 4
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares 4
Visionary Wealth Advisors 4
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 4
Patten & Patten Inc/tn 4
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 4
Intermede Investment Partners Ltd 4
CWS Financial Advisors, LLC 4
Evelyn Partners Asset Management Ltd 4
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 4
Teamwork Financial Advisors, LLC 4
CG Asset Management LLC 4
Argent Wealth Management LLC 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 4
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 4
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 4
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 4
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 4
Roxbury Financial LLC 4
Watchman Group, Inc. 4
Bank of Marin 4
JSF Financial, LLC 4
TigerOak Management, L.L.C. 4
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 4
Western Asset Investment Grade Defined Opportunity Trust Inc. 4
Single Point Partners, LLC 4
Figure 8 Investment Strategies Llc 4
Columbia Trust Co 01012016 4
Alhambra Investment Partners LLC 4
Stokes Family Office, LLC 4
Dohj, Llc 4
National Investment Services of America, LLC 4
Sovran Advisors, LLC 4
Legacy Wealth Partners, Inc. 4
Perennial Investment Advisors, LLC 4
Aft, Forsyth & Sober, LLC 4
Zevenbergen Capital Investments Llc 4
Jetstream Capital LLC 4
Cushing Asset Management, Lp 4
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 4
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 4
XML Financial, LLC 4
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 4
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 4
Vista Wealth Management Group, LLC 4
Ikarian Capital, LLC 4
Edinburgh Partners Ltd 4
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 4
Overbrook Management Corp 4
Telluride Asset Management LLC 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 4
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 4
Seaport Global Asset Management Llc 4
Steinberg Asset Management Llc 4
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares 4
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 4
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 4
YANKCOM Partnership 4
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 4
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
Causeway Capital Management Llc 4
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 4
Hager Investment Management Services, Llc 4
Wunderlich Capital Managemnt 4
Longboard Asset Management, LP 4
Vicus Capital 4
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 4
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 4
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 4
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
Provident Wealth Management, LLC 4
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 4
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
North American Management Corp 4
S.A. Mason LLC 4
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 4
Train Babcock Advisors Llc 4
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 4
Ensemble Capital Management, LLC 4
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 4
Avantra Family Wealth, Inc. 4
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 4
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 4
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 4
Vertex One Asset Management Inc. 4
New Century Advisors, LLC 4
Murphy Pohlad Asset Management LLC 4
IDRV - iSHARES TRUST - iShares Self-Driving EV and Tech ETF 4
City Financial Investment Co Ltd 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
Orca Investment Management, LLC 4
Horrell Capital Management, Inc. 4
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 4
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 4
Endeavor Private Wealth, Inc. 4
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
United Bank 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
Dock Street Asset Management Inc 4
Family Capital Trust Co 4
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 4
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 3
Capital World Growth & Income Fund 3
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 3
Infrastructure Capital Advisors, Llc 3
CMH Wealth Management LLC 3
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 3
CAMG Solamere Management, LLC 3
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
Honeycomb Asset Management LP 3
Jafra Capital Management LP 3
Vantage Financial Partners Ltd., Inc. 3
Chescapmanager LLC 3
GQG Partners LLC 3
Oppenheimer Integrity Funds 3
FS Series Trust - FS Market Neutral Fund Class I 3
RB Capital Management, LLC 3
LeJeune Puetz Investment Counsel LLC 3
Growth Portfolio 3
Capital Income Builder 3
Marietta Wealth Management, LLC 3
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 3
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 3
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 3
Smith Shellnut Wilson Llc /adv 3
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 3
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 3
Amtrust Financial Services, Inc. 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 3
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 3
WP Advisors, LLC 3
Elgethun Capital Management 3
BigSur Wealth Management LLC 3
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 3
Fusion Family Wealth LLC 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
Pimco Flexible Credit Income Fund 3
Cohen & Steers Global Income Builder, Inc 3
Abbrea Capital, LLC 3
Pimco Global Stocksplus & Income Fund 3
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. 3
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 3
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 3
Rubric Capital Management LP 3
KIFAX - Forward Funds - Salient Select Income Fund Class A 3
Paragon Wealth Strategies, LLC 3
REDW Wealth LLC 3
Ako Capital Llp 3
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 3
Clearwater Capital Advisors, LLC 3
Pvg Asset Management Corp 3
Us Global Investors Funds 3
Blackrock Enhanced Equity Dividend Trust 3
Ssga Master Trust 3
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 3
Dreyfus Funds Inc 3
Apollo Senior Floating Rate Fund Inc. 3
Lazard Global Total Return & Income Fund Inc 3
Voss Capital, LLC 3
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 3
MEMBERS Trust Co 3
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 3
Independence Advisors, LLC 3
Lmp Capital & Income Fund Inc. 3
Eagle Capital Growth Fund, Inc. 3
Boston Income Portfolio - Boston Income Portfolio 3
Antonetti Capital Management LLC 3
Oppenheimer Series Fund 3
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
S.a.c. Global Investors, Llp 3
Victory Institutional Funds 3
Sfm, Llc 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
Oppenheimer Main Street Small Cap Fund 3
Federated Mdt Large Cap Value Fund 3
Loeb Offshore Management LP 3
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
Morris Capital Advisors, LLC 3
Re Advisers Corp 3
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 3
Highmount Capital, LLC 3
Lombard Odier & Cie (Bahamas) Ltd 3
Ferox Capital LLP 3
Tortoise Index Solutions, LLC 3
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 3
Western Asset High Income Fund Ii Inc. 3
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 3
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 3
Oppenheimer Discovery Fund 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
Ivy High Income Opportunities Fund 3
Prospect Capital Advisors, LLC 3
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 3
Green Valley Investors Llc 3
Oppenheimer Global Strategic Income Fund 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
Reliant Investment Management, LLC 3
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 3
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 3
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 3
Western Asset High Income Opportunity Fund Inc. 3
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 3
Schnieders Capital Management Llc 3
Henderson Global Funds 3
Marketocracy Funds 3
Columbia Etf Trust 3
Ray Gerald L & Associates Ltd 3
Keeler THomas Management LLC 3
Wealthstreet Investment Advisors, LLC 3
LexAurum Advisors, LLC 3
Covalis Capital Llp 3
Allen Capital Group, LLC 3
Farmers National Bank 3
Credit Capital Investments LLC 3
Kernodle & Katon Asset Management Group, LLC 3
Diamant Asset Management, Inc. 3
Melqart Asset Management (uk) Ltd 3
Red Cedar Capital, LLC 3
Diameter Capital Partners LP 3
Cornerstone Capital, Inc. 3
Engine Capital Management, LP 3
Altman Advisors, Inc. 3
Biltmore Family Office, LLC 3
Ellenbecker Investment Group 3
Thrax Management, LLC 3
Xai Octagon Floating Rate & Alternative Income Term Trust 3
Burren Capital Advisors Ltd 3
LG Capital Management, LP 3
USAdvisors Wealth Management, LLC 3
Stokes Capital Advisors, LLC 3
Wealth Alliance Advisory Group, LLC 3
Breiter Capital Management Inc 3
Blue Chip Wealth Management, Inc. 3
Bronson Point Management LLC 3
Professional Planning 3
Cs Mckee Lp 3
Aj Wealth Strategies, Llc 3
Clearfield Capital Management Lp 3
Brand Asset Management Group, Inc. 3
JGP Wealth Management, LLC 3
Barnes Dennig Private Wealth Management LLC 3
Cozad Asset Management Inc 3
Northwestern Mutual Investment Services Llc 3
Portfolio Strategies, Inc. 3
Financial Strategy Network, LLC 3
Robinson Capital Management, Llc 3
MACRO Consulting Group 3
Wambolt & Associates, LLC 3
Banbury Partners Llc 3
Signet Investment Advisory Group, Inc. 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
United Income, Inc. 3
Beacon Pointe Wealth Advisors, Llc 3
Brio Consultants, LLC 3
1 North Wealth Services Llc 3
Bardin Hill Management Partners Lp 3
Element Pointe Advisors, Llc 3
Voit & Company, Llc 3
Centaur Capital Partners, L.P. 3
Summit Wealth & Retirement Planning, Inc. 3
Yale University 3
Jackson Hole Capital Partners, LLC 3
Traverso Chambers Private Wealth Management, LLC 3
Advisory Resource Group 3
Private Portfolio Partners Llc 3
Scion Asset Management, LLC 3
Tower House Partners LLP 3
Islet Management, LP 3
Arrow Capital Management, LLC 3
Genesee Capital Advisors, LLC 3
ERTS Wealth Advisors, LLC 3
Stamos Capital Partners, L.p. 3
Toms Capital Investment Management Lp 3
Hawk Ridge Capital Management Lp 3
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 3
Palestra Capital Management LLC 3
Frisch Financial Group, Inc. 3
Miramar Capital, LLC 3
Howard Financial Services, Ltd. 3
Full Sail Capital, LLC 3
Bain Capital Public Equity Management Ii, Llc 3
Peachtree Investment Partners, LLC 3
Centric Wealth Management 3
Occidental Asset Management, LLC 3
Fs Multi-alternative Income Fund 3
Kmg Fiduciary Partners, Llc 3
RVW Wealth, LLC 3
Opes Wealth Management LLC 3
Ceros Financial Services Inc. 3
Ccg Wealth Management, Llc 3
Julex Capital Management, Llc 3
Tradition Asset Management Llc 3
Westhampton Capital, LLC 3
Legend Financial Advisors, Inc. 3
Smith & Howard Wealth Management, LLC 3
Rothschild & Co Wealth Management UK Ltd 3
Stralem Fund 3
Putnam Voyager Fund 3
Tea Leaf Management Investment Trust 3
Wills Financial Group, Inc. 3
Nuveen Equity Premium Advantage Fund 3
Parametric Market Neutral Portfolio 3
Fic Capital Inc 3
Schwarz Dygos Wheeler Investment Advisors Llc 3
Charles Schwab Trust Co 3
Bolton Lp 3
Meridian Investment Counsel Inc. 3
LVZ Advisors, Inc. 3
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A 3
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 3
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y 3
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 3
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 3
Blue Jay Capital Management, Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 3
AlpInvest Partners B.V. 3
Brookwood Investment Group LLC 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 3
Qualcomm Inc/de 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 3
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 3
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 3
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 3
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 3
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 3
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 3
Caliber Wealth Management, LLC / KS 3
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 3
Dominick & Dominick LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 3
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
NOIEX - Northern Funds - Northern Income Equity Fund 3
NOIGX - Northern Funds - Northern International Equity Fund 3
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 3
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class 3
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 3
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 3
Tradewinds Global Investors, LLC 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 3
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
Retirement Capital Strategies 3
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 3
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 3
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 3
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 3
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 3
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 3
Pandora Wealth, Inc. 3
PACIFIC SELECT FUND - Technology Portfolio Class I 3
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 3
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 3
Rowland & Co Investment Counsel/adv 3
Bridge Creek Capital Management LLC 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 3
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 3
TOWER TRUST & INVESTMENT Co 3
Consulta Ltd 3
Price Michael F 3
Ecofin Advisors Ltd 3
Amazon Com Inc 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 3
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 3
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 3
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 3
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 3
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 3
Forefront Wealth Partners, LLC 3
Lagoda Investment Management, L.P. 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 3
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 3
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 3
Valentine Capital Asset Management, Inc. 3
Haberer Registered Investment Advisor Inc 3
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 3
Tbp Advisors Ltd 3
Brouwer & Janachowski, LLC 3
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF 3
Vision Capital Management, Inc. 3
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 3
Night Squared LP 3
First Business Financial Services, Inc. 3
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 3
Stone Toro Investment Advisers, LP 3
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 3
Capital Wealth Planning, LLC 3
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 3
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 3
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 3
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 3
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 3
WSCAX - WANGER ADVISORS TRUST - Wanger International 3
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 3
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 3
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 3
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 3
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 3
Sterne Agee Group, Inc. 3
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 3
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 3
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A 3
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 3
Icc Capital Management Inc/ 3
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 3
Hahn Capital Management Llc 3
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 3
Harvard Management Co Inc 3
Parametric Risk Advisors LLC 3
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 3
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class 3
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 3
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
Firsthand Capital Management, Inc. 3
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 3
Fundsmith LLP 3
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 3
Alken Asset Management Ltd. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 3
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 3
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
Jericho Capital Asset Management L.P. 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
Curbstone Financial Management Corp 3
Baker Bros. Advisors Lp 3
MML Series Investment Fund II - MML High Yield Fund Class II 3
Berkshire Asset Management Llc/pa 3
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 3
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 3
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 3
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 3
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 3
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 3
Summit Financial Wealth Advisors, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 3
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 3
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 3
Raub Brock Capital Management LP 3
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 3
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 3
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I 3
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 3
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 3
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class 3
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 3
Securian Funds Trust - SFT Ivy Growth Fund 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 3
Speece Thorson Capital Group Inc 3
PENN SERIES FUNDS INC - Large Core Growth Fund 3
Strategic Wealth Management Inc 3
PENN SERIES FUNDS INC - Smid Cap Value Fund 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
Lingohr & Partner Asset Management GmbH 3
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 3
Jacobson & Schmitt Advisors, Llc 3
Regents Of The University Of California 3
Manitou Investment Management Ltd. 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 3
Weatherbie Capital, Llc 3
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
Wolf Group Capital Advisors 3
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 3
First Long Island Investors, LLC 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 3
Holland Capital Management Llc 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 3
Ws Management Lllp 3
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Eclectica Asset Management LLP 3
INVN - Alger ETF Trust - Alger Russell Innovation ETF 3
First Houston Capital, Inc. 3
Wharton Business Group, LLC 3
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF 3
Jacobus Wealth Management, Inc. 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
Legacy Capital Partners, Inc. 3
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 3
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 3
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 3
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
Lehman Financial Resources, Inc. 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
MBIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Franchise Portfolio Class II 3
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I 3
Autus Asset Management, LLC 3
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 3
Private Harbour Investment Management & Counsel, LLC 3
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 3
Adell Harriman & Carpenter Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 3
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 3
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 3
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 3
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 3
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
Terra Nova Asset Management LLC 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
Crow Point Partners, LLC 3
Beacon Financial Group 3
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 3
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 3
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 3
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 3
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 3
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 3
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 3
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 3
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 3
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 3
VNBTrust, National Association 3
Leith Wheeler Investment Counsel Ltd. 3
M. Kraus & Co 3
Marshwinds Advisory Co 3
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R 3
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 3
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R 3
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 3
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
Baker Boyer National Bank 3
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II 3
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 3
SMOG - VanEck Vectors ETF Trust - VanEck Vectors Low Carbon Energy ETF 3
Bouchey Financial Group Ltd 3
Banced Corp 3
Hartwell J M Limited Partnership 3
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 3
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 3
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 3
ULTRA SERIES FUND - Large Cap Growth Fund Class I 3
ULTRA SERIES FUND - Mid Cap Fund Class I 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
Campbell Newman Asset Management Inc 3
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 3
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 3
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 3
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class 3
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 3
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 3
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 3
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 3
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 3
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 3
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 3
Benin Management CORP 3
Profit Investment Management, LLC 3
Jacobs & Co/ca 3
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 3
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 3
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 3
Stewart & Patten Co Llc 3
R.H. Dinel Investment Counsel, Inc. 3
Profunds - Profund Vp Semiconductor 3
New Century Investment Management, Inc 3
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 3
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 3
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 3
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 3
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 3
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 3
Bonness Enterprises Inc 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
Elm Advisors, Llc 3
Lathrop Investment Management Corp 3
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 3
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 3
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class 3
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
Round Table Services, LLC 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
DORCHESTER WEALTH MANAGEMENT Co 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 3
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 3
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 3
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 3
HITE Hedge Asset Management LLC 3
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A 3
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 3
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 3
Mathes Company, Inc. 3
Atlas Brown,Inc. 3
Taylor Frigon Capital Management LLC 3
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
Cliftonlarsonallen Wealth Advisors, Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 3
Icm Asset Management Inc/wa 3
Roffman Miller Associates Inc /pa/ 3
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 3
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 3
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 3
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 3
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 3
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 3
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 3
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 3
Rothschild Capital Partners, LLC 3
St. James Investment Company, LLC 3
Goldman Sachs Asset Management, L.p. 3
JCIC Asset Management Inc. 3
HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
FT Options LLC 3
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 3
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 3
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 3
EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I 3
Nwi Management Lp 3
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 3
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund 3
Charlemagne Capital Ltd 3
TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class 3
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A 3
Analyst IMS Investment Management Services Ltd. 3
Boardman Bay Capital Management Llc 3
Coyle Financial Counsel LLC 3
Fore Research & Management, LP 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 3
Altrinsic Global Advisors Llc 3
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 3
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 3
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 3
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 3
YOKE - EA Series Trust - Yoke Core ETF 3
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 3
HealthInvest Partners AB 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
Sadoff Investment Management Llc 3
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 3
Bridges Investment Counsel Inc/ 3
Cape Ann Savings Bank 3
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 3
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
GURU - Global X Funds - Global X Guru Index ETF 3
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 3
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 3
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 3
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A 3
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 3
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 3
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 3
Millie Capital Management, Llc 3
Guild Investment Management, Inc. 3
Country Club Trust Company, n.a. 3
Douglas C. Lane & Associates, Inc. 3
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 3
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 3
Argentiere Capital Ag 3
Sterling Investment Management, Inc. 3
Private Wealth Advisors, Inc. 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
HNSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL SMALL COMPANY FUND Class A 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 3
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
Roanoke Asset Management Corp/ Ny 3
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 3
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 3
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 3
Blue Fin Capital, Inc. 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
Camelot Portfolios, LLC 3
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 3
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class 3
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 3
Goodman Financial Corp 3
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 3
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 3
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF 3
Asset Advisors Corp 3
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
Selway Asset Management 3
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 3
RQSI Ltd 3
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 3
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 3
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 3
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 3
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 3
Mondrian Investment Partners LTD 3
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 3
Lineweaver Wealth Advisors, LLC 3
Credential Securities Inc. 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
S.E.E.D. Planning Group LLC 3
TPG Group Holdings (SBS) Advisors, Inc. 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
Kanawha Capital Management Llc 3
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class 3
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 3
Shikiar Asset Management Inc 3
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 3
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 3
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 3
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 3
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF 3
Jensen Investment Management Inc 3
Birmingham Capital Management Co Inc/al 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
Burnham Asset Management Corp /ny/ 3
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 3
300 North Capital, Llc 3
Fiduciary Group LLC 3
Northstar Group, Inc. 3
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3
Compass Capital Management, Inc 3
Cardinal Capital Management 3
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A 3
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 3
COGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Global Growth Fund Class A 3
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 3
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 3
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 3
Sphinx Trading, Lp 3
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 3
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 3
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF 3
SeaTown Holdings Pte. Ltd. 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
Constellation Wealth Advisors, LLC 3
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional 3
Friedberg Investment Management 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 3
Connective Capital Management, LLC 3
Sarasin & Partners LLP 3
USD - PROSHARES TRUST - ProShares Ultra Semiconductors 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
KEMPER Corp 3
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
VCCBX - VALIC Co II - Core Bond Fund 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 3
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
Domani Wealth, LLC 3
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A 3
Mork Capital Management, LLC 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
GMICX - GMO TRUST - GMO International Equity Fund Class II 3
Pennsylvania Capital Management Inc /adv 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
Retirement Planning Group 3
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 3
Palisades Hudson Asset Management, L.P. 3
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 3
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 3
Sprott Inc. 3
Outfitter Advisors, Ltd. 3
Sustainable Growth Advisers, LP 3
Staley Capital Advisers Inc 3
Clovis Capital Management Lp 3
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 3
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 3
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 3
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 3
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 3
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 3
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 3
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 3
Bridgecreek Investment Management, LLC 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 3
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 3
Knightsbridge Asset Management, Llc 3
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 3
Mogy Joel R Investment Counsel Inc 3
Schafer Cullen Capital Management Inc 3
Prudent Investors Network 3
Meadow Creek Wealth Advisors Llc 3
Aspex Management (HK) Ltd 3
Aurora Private Wealth, Inc. 3
Elevated Capital Advisors, LLC 3
Stonebridge Financial Planning Group, LLC 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
TBH Global Asset Management, LLC 3
Firestone Capital Management 3
Houlihan Financial Resource Group, Ltd. 3
Professional Financial Advisors, LLC 3
HBC Financial Services, PLLC 3
NAN FUNG TRINITY (HK) Ltd 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
Moser Wealth Advisors, LLC 3
Austin Private Wealth, LLC 3
Stewart Asset Management, LLC 3
Vigilare Wealth Management 3
Aberdeen Wealth Management LLC 3
Advantage Alpha Capital Partners LP 3
Evelyn Partners Investment Management (Europe) Ltd 3
Sterneck Capital Management, LLC 3
Atreides Management, LP 3
Asher Enterprises Inc 3
Soundwatch Capital LLC 3
Heron Financial Group, Llc 3
Capital Insight Partners, Llc 3
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF 3
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 3
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 3
WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares 3
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 3
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 3
Tempus Wealth Planning, LLC 3
Sunflower Bank, Na Wealth Management 3
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 3
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 3
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 3
Arena Investors LP 3
Patriot Wealth Management, Inc. 3
Proffitt & Goodson Inc 3
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 3
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 3
Triton Wealth Management, PLLC 3
Auxano Advisors, LLC 3
Capital One Financial Corp 3
StrongBox Wealth, LLC 3
VR Adviser, LLC 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 3
ASUIX - FundVantage Trust - Arabesque Systematic USA Fund Institutional Class 3
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 3
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 3
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 3
Court Place Advisors, LLC 3
Jackson Wealth Management, LLC 3
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 3
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 3
RMBPX - RMB INVESTORS TRUST - RMB Japan Fund Class I 3
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 3
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund 3
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 3
PBFDX - FORUM FUNDS - Payson Total Return Fund 3
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 3
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares 3
GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund 3
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 3
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 3
PPM Funds - PPM Long Short Credit Fund (Inst) 3
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 3
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class 3
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 3
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 3
Emory University 3
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 3
Grace & White Inc /ny 3
WCLGX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 3
WESGX - Investment Managers Series Trust - WCM Focused ESG International Fund Investor Class Shares 3
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF 3
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 3
Van Strum & Towne Inc. 3
Crawford Fund Management, LLC 3
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 3
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 3
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 3
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF 3
Pzena Investment Management Llc 3
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class 3
Evercore Trust Company, N.A. 3
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 3
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 3
BGRWX - TRUST FOR PROFESSIONAL MANAGERS - Barrett Growth Fund 3
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 3
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 3
Applied Research Investments, Llc 3
GWM Asset Management Ltd 3
Credo Capital Management, LLC 3
Six Circles Trust - Six Circles Tax Aware Bond Fund 3
Missouri Valley Partners, Inc. 3
Winslow Asset Management Inc 3
Noesis Capital Mangement Corp 3
Gleason Group, Inc. 3
Spero-smith Investment Advisers Inc /oh 3
Pettyjohn, Wood & White, Inc 3
StellarOne CORP 3
Fenimore Asset Management Trust 3
Woodburn R Robert Jr 3
Cazenove Capital Management Ltd 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF 3
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class 3
Todd Asset Management Llc 3
Vaughan David Investments Inc/il 3
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 3
Nicusa Capital Partners, L.p. 3
One Day In July LLC 3
Bft Financial Group, Llc 3
Windmill Hill Asset Management Ltd 3
Summitry Llc 3
Rbo & Co Llc 3
Independent Investors Inc 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 3
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF 3
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P 3
Codex Capital, L.L.C. 3
Paradice Investment Management LLC 3
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 3
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 3
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 3
Oak Harvest Investment Services 3
Grant/GrossMendelsohn, LLC 3
Oracle Investment Management Inc 3
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 3
Foster Group, Inc. 3
Golden Green, Inc. 3
TrueWealth Advisors, LLC 3
Garrett Investment Advisors LLC 3
Brown Miller Wealth Management, LLC 3
Hugh Johnson Advisors LLC 3
Morris Retirement Advisors, LLC 3
Falcon Wealth Planning 3
West Financial Advisors, LLC 3
M. Kulyk & Associates, LLC 3
Stenahm Asset Managment Ltd 3
Bouvel Investment Partners, LLC 3
Kaizen Financial Strategies 3
Latitude Advisors, LLC 3
Galvin, Gaustad & Stein, LLC 3
Bingham Osborn & Scarborough Llc 3
Financial Avengers, Inc. 3
Kavar Capital Partners Group, Llc 3
Waycross Partners, Llc 3
Avenue 1 Advisors, LLC 3
Alta Wealth Advisors LLC 3
Annandale Capital, LLC 3
Rempart Asset Management Inc. 3
Montis Financial, LLC 3
Insight Advisors, LLC/ PA 3
Green Square Capital Advisors Llc 3
Oder Investment Management, LLC 3
Cannon Global Investment Management, LLC 3
Oak Family Advisors, Llc 3
Thrive Capital Management, LLC 3
Greystone Financial Group, LLC 3
Sandbox Financial Partners, LLC 3
Ophir Asset Management Pty Ltd 3
Trilogy Global Advisors Lp 3
Cypress Funds Llc 3
Collaborative Holdings Management LP 3
Curated Wealth Partners LLC 3
Ade, Llc 3
Titan Global Capital Management Usa Llc 3
Consultiva Wealth Management, Corp. 3
Wealthspring Capital LLC 3
P Schoenfeld Asset Management Lp 3
Signature Wealth Management Partners, LLC 3
Cloverfields Capital Group, Lp 3
EGIS - 2nd Vote Funds - 2ndVote Society Defended ETF 3
Ascendant Capital Management, LLC 3
Foresite Capital Management V, LLC 3
Merewether Investment Management, LP 3
Red Wave Investments LLC 3
Pinpoint Asset Management (Singapore) Pte. Ltd. 3
Taddei, Ludwig & Associates, Inc. 3
Lazard Freres Gestion S.A.S. 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3 3
Bradley Mark J. 3
Valliance Asset Management Ltd 3
Tt International 3
SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF 3
Laird Norton Trust Company, Llc 3
VELA Funds - VELA Small Cap Fund Class I 3
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 3
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 3
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 3
Defined Wealth Management, Llc 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Stonepine Capital Management, LLC 3
PGIM Short Duration High Yield Opportunities Fund 3
Bard Financial Services, Inc. 3
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 3
Ruffer LLP 3
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 3
Precision Wealth Strategies, LLC 3
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 3
Wilkinson Global Asset Management LLC 3
Crew Capital Management, Ltd. 3
One + One Wealth Management, Llc 3
Haverford Financial Services, Inc. 3
S Squared Technology, LLC 3
Camden National Corp 3
Quantitative Value Technologies, Llc 3
Michas Alexis P 3
Union Heritage Capital, LLC 3
George Kaiser Family Foundation 3
Fermata Advisors, LLC 3
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 3
Sagard Holdings Management Inc. 3
PIMCO Dynamic Income Opportunities Fund 3
Prentice Wealth Management LLC 3
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 3
Wescott Financial Advisory Group, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 3
Northpond Ventures, LP 3
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 3
EPRE - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW ESG Premier Equity ETF 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
HFR Wealth Management, LLC 3
Atw Spac Management Llc 3
Nottingham Advisors, Inc. 3
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class 3
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C 3
FOMO - Collaborative Investment Series Trust - FOMO ETF 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
Rpo Llc 3
TENG - Direxion Shares ETF Trust - Direxion Daily 5G Communications Bull 2X Shares 3
First Affirmative Financial Network 3
ARS Wealth Advisors Group, LLC 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
Absolute Investment Advisers Llc 3
Sands Capital Ventures, LLC 3
Financial Council Asset Management Inc 3
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 3
Provident Investment Management, Inc. 3
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 3
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 3
REGIX - JOHCM Funds Trust - Regnan Global Equity Impact Solutions Class Z Shares 3
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 3
FBRWX - Managed Portfolio Series - Friess Brandywine Fund Class I 3
FBLUX - Managed Portfolio Series - Friess Brandywine Blue Fund Class I 3
Gendell Jeffrey L 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Growth Equity Fund - Institutional Shares 3
ZGEIX - Advisors' Inner Circle Fund III - NINETY ONE GLOBAL ENVIRONMENT FUND I Shares 3
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 3
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 3
Crestmont Private Wealth LLC 3
LRT Capital Management, LLC 3
Evergreen Wealth Solutions, LLC 3
Atlantic Private Wealth, LLC 3
Agate Pass Investment Management, LLC 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
USVT - Ultimus Managers Trust - US VALUE ETF 3
Buttonwood Financial Advisors Inc. 3
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 3
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 3
Halsey Associates Inc/ct 3
DGS Capital Management, LLC 3
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
Para Advisors Llc 3
Yarbrough Capital, LLC 3
Helios Capital Management Pte. Ltd 3
Kathleen S. Wright Associates Inc. 3
Perfromance Wealth Partners, LLC 3
Zimmermann Investment Management & Planning Llc 3
Tiger Management L.l.c. 3
Waypoint Capital Advisors, LLC 3
Bennett Lawrence Management L L C/ny 3
Stegent Equity Advisors, Inc. 3
BlackDiamond Wealth Management Inc. 3
Evolution Advisers, Inc. 3
Abeille Asset Management Sa 3
Beach Investment Management, LLC. 3
Flynn Zito Capital Management, Llc 3
True Bearing Asset Management LP 3
Chemistry Wealth Management LLC 3
Alkeon Capital Management Llc 3
Integrity Capital Management (HK) Ltd 3
Maripau Wealth Management Llc 3
Life Planning Partners, Inc 3
Drystone LLC 3
CALIFORNIA FIRST LEASING Corp 3
Blue Owl Capital Holdings LP 3
MKT Advisors LLC 3
Tenere Capital LLC 3
Hongkou Capital LP 3
Alpine Peaks Capital, LP 3
Sandia Investment Management LP 3
Win Advisors, Inc 3
Gould Capital, LLC 3
Disciplined Equity Management, Inc. 3
Redmont Wealth Advisors Llc 3
Mill Capital Management, LLC 3
Guerra Pan Advisors, Llc 3
Planning Center, Inc. 3
West Michigan Advisors, Llc 3
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 3
Magnolia Wealth Management, LLC 3
Apeiron RIA LLC 3
NCM Capital Management, LLC 3
Concorde Financial Corp 3
Rather & Kittrell, Inc. 3
Future Fund LLC 3
BGHDX - BAILLIE GIFFORD FUNDS - Baillie Gifford Health Innovation Equities Fund Class K 3
FirstPurpose Wealth LLC 3
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 3
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 3
Hellman Jordan Management Co Inc /ma/ 3
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 3
Cloverdale Capital Management, LLC 3
RUFF - ETF Opportunities Trust - Alpha Dog ETF 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
Schrum Private Wealth Management LLC 3
Merlin Capital LLC 3
Security Financial Services, INC. 3
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 3
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 3
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 3
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 3
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 3
Sentry Investments Corp. 3
Walker Asset Management, LLC 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 3
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio 3
Nvest Financial, LLC 3
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 3
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 3
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A 3
Killen Group Inc 3
Brooklyn FI, LLC 3
Insight Inv LLC 3
Cladis Investment Advisory, LLC 3
Commons Capital, Llc 3
Athena Investment Management 3
Bernzott Capital Advisors 3
Hutchens & Kramer Investment Management Group, LLC 3
Samjo Capital LLC 3
Range Financial Group LLC 3
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 3
L.m. Kohn & Company 3
Willner & Heller, Llc 3
Presidio Capital Management, LLC 3
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 3
Polygon Management Ltd. 3
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 3
Ritter Daniher Financial Advisory LLC / DE 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y 3
VELA Funds - VELA Income Opportunities Fund Class A 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
CVI Investments, Inc. 3
Second Half Financial Partners, LLC 3
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 3
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 3
Axim Planning & Wealth 3
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 3
Davis Selected Advisers 3
Investidor Profissional Gestao de Recursos Ltda. 3
Drw Securities, L.l.c. 3
Sea Otter Advisors LLC 3
MGO Private Wealth, LLC 3
Warther Private Wealth, LLC 3
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I 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
Gallacher Capital Management LLC 3
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 3
Cardinal Capital Management Llc /ct 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 3
Chapin Davis, Inc. 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 3
Pacific Sage Partners, LLC 3
Olistico Wealth, LLC 3
Goldstein Advisors, LLC 3
Forza Wealth Management, LLC 3
Petredis Investment Advisors Llc 3
Milestone Asset Management, Llc 3
CPA Asset Management LLC 3
Semus Wealth Partners LLC 3
XY Capital Ltd 3
Koesten, Hirschmann & Crabtree, INC. 3
Watershed Private Wealth Llc 3
WS Portfolio Advisory, LLC 3
New Mountain Vantage Advisers, L.l.c. 3
Clifford Group, LLC 3
Hobart Private Capital, LLC 3
Tanglewood Legacy Advisors, LLC 3
Arista Wealth Management, LLC 3
Delap Wealth Advisory, Llc 3
Delta Financial Group, Inc. 3
Worth Financial Advisory Group, LLC 3
Beverly Hills Private Wealth, LLC 3
Flow State Investments, L.P. 3
Fiduciary Management Inc /wi/ 3
Financial Freedom, LLC 3
Teachers Insurance & Annuity Association Of America 3
Artia Global Partners LP 3
Rales Steven M 3
Silverlake Wealth Management Llc 3
Bensler, LLC 3
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 3
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 3
Crystalline Management Inc. 3
Werba Rubin Papier Wealth Management 3
Akre Capital Management Llc 3
Legacy Trust 3
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 3
Matrix Capital Management Company, LP 3
Consolidated Portfolio Review Corp 3
ABLE Financial Group, LLC 3
Ruggaard & Associates LLC 3
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 3
Lord Abbett Floating Rate High Income Fund 3
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 3
Smallcap World Fund Inc 3
First County Bank /CT/ 3
Tema ETF Trust - Tema American Reshoring ETF 3
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF 3
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 3
Elevatus Welath Management 3
Seven Mile Advisory 3
EDENTREE ASSET MANAGEMENT Ltd 3
New Republic Capital, LLC 3
Rappaport Reiches Capital Management, LLC 3
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 3
First Wilshire Securities Management Inc 3
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF 3
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
WFA Asset Management Corp 3
Lone Pine Capital Llc 3
Kure Advisory, LLC 3
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund 3
Amici Capital, LLC 3
Sound Stewardship, LLC 3
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF 3
Kickstand Ventures, Llc. 3
Disciplina Capital Management LLC 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
Calvert Management Series - Calvert Global Equity Fund Class I 3
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF 3
CVRD - Madison ETFs Trust - Madison Covered Call ETF 3
Pantechnicon Advisors LLP 3
Eagle Capital Management Llc 3
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 3
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF 3
Morton Capital Management LLC/CA 3
One River Asset Management, LLC 3
BlackRock ETF Trust - BlackRock Large Cap Core ETF 3
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 3
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF 3
LongView Wealth Management 3
Cultivar Capital, Inc. 3
Trust Co of the South 3
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 3
Goldman Capital Management Inc 3
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 3
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF 3
Keener Financial Planning LLC 3
Philip James Wealth Mangement, LLC 3
Tyche Wealth Partners LLC 3
LifePlan Financial, LLC 3
Kensico Capital Management Corp 3
Sentry LLC 3
Eagle Wealth Strategies Llc 3
River Road Asset Management, LLC 3
Fielder Capital Group LLC 3
Breed's Hill Capital LLC 3
Harmony Asset Management Llc 3
Apex Capital, Llc 3
Stablepoint Partners, LLC 3
Decheng Capital LLC 3
Pingora Partners LLC 3
Gold Investment Management Ltd. 3
Maia Wealth LLC 3
Aviso Wealth Management 3
Williamson Legacy Group, LLC 3
Lummis Asset Management, LP 3
Bulltick Wealth Management, LLC 3
Munro Partners 3
DSC Advisors, L.P. 3
Taylor Financial Group, Inc. 3
Sunpointe, LLC 3
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 3
Sierra Summit Advisors Llc 3
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 3
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 3
Abel Hall, LLC 3
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 3
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF 3
Nierenberg Investment Management Company, Inc. 3
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 3
Franklin Templeton ETF Trust - Franklin Focused Growth ETF 3
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF 3
Leo Wealth, LLC 3
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 3
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 3
waypoint wealth counsel 3
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 3
Mak Capital One Llc 3
Glacier Peak Capital LLC 3
Duncan Williams Asset Management, LLC 3
Emprise Bank 3
Strategic Planning Group, Llc 3
Foguth Wealth Management, LLC. 3
JBR Co Financial Management Inc 3
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 3
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 3
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 3
Pullen Investment Management, LLC 3
49 Wealth Management, Llc 3
Fiduciary Family Office, Llc 3
De Lisle Partners LLP 3
Umpqua Bank 3
Cascade Financial Partners, LLC 3
Evergreen Quality Fund GP, Ltd. 3
Watts Gwilliam & Co., LLC 3
Clear Point Advisors Inc. 3
Raelipskie Partnership 3
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
Pathway Financial Advisers, LLC 3
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 3
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 3
Keynote Financial Services Llc 3
GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class 3
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 3
Bank & Trust Co 3
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 3
Generate Investment Management Ltd 3
Codex Capital Asset Management L.L.C. 3
Chris Bulman Inc 3
Robocap Asset Management Ltd 3
William B. Walkup & Associates, Inc. 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
New Wave Wealth Advisors Llc 3
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 3
Cannon Financial Strategists, Inc. 3
GRW - TCW ETF Trust - TCW Compounders ETF 3
BlackRock ETF Trust - BlackRock Large Cap Growth ETF 3
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 3
Osprey Private Wealth LLC 3
Howard Bailey Securities, Llc 3
Elyxium Wealth, LLC 3
Villere St Denis J & Co Llc 3
B&l Asset Management Llc 3
SGL Investment Advisors, Inc. 3
Broadfin Capital, LLC 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
Elevation Series Trust - TrueShares Active Yield ETF 3
American Financial Group Inc 3
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 3
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 3
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF 3
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 3
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF 3
Pines Wealth Management, LLC 3
Board of the Pension Protection Fund 3
Paulson & Co. Inc. 3
Fairvoy Private Wealth, LLC 3
Elevate Capital Advisors, LLC 3
Kentucky Trust Co 3
Peapod Lane Capital LLC 3
Abc Arbitrage Sa 3
Advyzon Investment Management, LLC 3
Abound Financial, Llc 3
Purkiss Capital Advisors LLC 3
Hickory Point Bank & Trust 3
Permanent Capital Management, LP 3
Clare Market Investments LLC 3
Gwn Securities Inc. 3
Talos Asset Management LP 3
Boxer Capital, LLC 3
OneAscent Family Office, LLC 3
May Hill Capital, LLC 3
Hollow Brook Wealth Management LLC 3
Tandem Investment Partners LLC 3
Optimize Financial Inc 3
Greenlight Capital Inc 3
Spurstone Advisory Services, LLC 3
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF 3
Sphera Management Technology Funds Ltd 3
St. Clair Advisors, LLC 3
Paradoxiom Capital L.P. 3
Mink Brook Asset Management LLC 3
Gallo Partners, LP 3
Navigoe, LLC 3
Challenger Wealth Management 3
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 3
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF 3
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 3
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF 3
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 3
TFR Capital, LLC. 3
Chancellor Financial Group WB LP 3
TCW ETF Trust - TCW Corporate Bond ETF 3
Landaas & Co /wi /adv 3
Sawyer & Company, Inc 3
KCS Wealth Advisory 3
McCollum Christoferson Group LLC 3
Brickley Wealth Management 3
Pratt Collard Advisory Partners LLC 3
Kopion Asset Management, LLC 3
Chessman Wealth Strategies Ria 3
Oppenheimer Capital Income Fund 3
Oppenheimer Capital Appreciation Fund 3
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 3
Beaton Management Co. Inc. 3
Amussen Hunsaker Associates Llc 3
Algebris (uk) Ltd 3
Oppenheimer International Small-mid Co Fund 3
Cantor Fitzgerald Investment Adviser L.p. 3
Santa Monica Partners Lp 3
Woodbridge CO LTD 3
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 3
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 3
Vivaldi Capital Management, LLC 3
Northstar Wealth Partners LLC 3
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 3
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 3
Nuveen Senior Income Fund 3
Nuveen Floating Rate Income Opportunity Fund 3
Linden Capital L.P. 3
Nuveen Short Duration Credit Opportunities Fund 3
Lincoln Capital Corp 3