Services Allied With The Exchange Of Securities - Largest Owners in this Industry

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

Investor Number of Known Investments
Proequities, Inc. 91
Morgan Stanley 90
UBS Group AG 88
Citadel Advisors Llc 86
Tower Research Capital LLC (TRC) 85
Bank Of America Corp /de/ 85
Millennium Management Llc 82
Royal Bank Of Canada 82
Susquehanna International Group, Llp 82
Jpmorgan Chase & Co 82
Wells Fargo & Company/mn 81
BlackRock, Inc. 80
Jane Street Group, Llc 77
Goldman Sachs Group Inc 77
Deutsche Bank Ag\ 76
Citigroup Inc 76
Barclays Plc 75
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 74
Geode Capital Management, Llc 71
Northern Trust Corp 70
Ameriprise Financial Inc 69
Fmr Llc 69
Invesco Ltd. 69
Vanguard Group Inc 68
Marshall Wace, Llp 68
State Street Corp 68
Pnc Financial Services Group, Inc. 68
Bank Of Montreal /can/ 68
Manufacturers Life Insurance Company, The 68
Renaissance Technologies Llc 67
Bnp Paribas Arbitrage, Sa 66
Simplex Trading, Llc 65
Credit Suisse Ag/ 65
Advisor Group Holdings, Inc. 65
Bank of New York Mellon Corp 64
Hrt Financial Lp 63
American International Group, Inc. 63
Russell Investments Group, Ltd. 62
Alliancebernstein L.p. 62
IFP Advisors, Inc 61
Two Sigma Investments, Lp 61
Sei Investments Co 61
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 61
Group One Trading, L.p. 61
Panagora Asset Management Inc 60
Virtu Financial LLC 60
Legal & General Group Plc 60
D. E. Shaw & Co., Inc. 60
Victory Capital Management Inc 60
Us Bancorp \de\ 59
New York State Common Retirement Fund 59
Rhumbline Advisers 59
SG Americas Securities, LLC 59
Prelude Capital Management, Llc 59
Wolverine Trading, Llc 59
Creative Planning 59
Royce & Associates Lp 58
Arrowstreet Capital, Limited Partnership 58
California State Teachers Retirement System 58
Walleye Trading LLC 58
Squarepoint Ops LLC 57
LPL Financial LLC 57
Acadian Asset Management Llc 57
Balyasny Asset Management Llc 56
Dimensional Fund Advisors Lp 56
Northwestern Mutual Wealth Management Co 56
Parallax Volatility Advisers, L.P. 56
Charles Schwab Investment Management Inc 56
Envestnet Asset Management Inc 55
American Century Companies Inc 55
Cwm, Llc 55
Verition Fund Management LLC 55
Voya Investment Management Llc 55
Strs Ohio 55
Wellington Management Group Llp 54
California Public Employees Retirement System 54
Steward Partners Investment Advisory, Llc 54
Stifel Financial Corp 54
Gsa Capital Partners Llp 54
Two Sigma Advisers, Lp 54
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 54
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 54
Bessemer Group Inc 53
Federated Hermes, Inc. 53
Hsbc Holdings Plc 53
Cubist Systematic Strategies, LLC 53
Captrust Financial Advisors 53
Guggenheim Capital Llc 53
Paloma Partners Management Co 53
Franklin Resources Inc 52
Allianz Asset Management GmbH 52
Fifth Third Bancorp 52
Quantbot Technologies LP 52
Aqr Capital Management Llc 52
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 51
Nomura Holdings Inc 51
Norges Bank 51
Tudor Investment Corp Et Al 51
Macquarie Group Ltd 51
Raymond James & Associates 51
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 51
Sterling Capital Management LLC 51
Prudential Financial Inc 51
Walleye Capital LLC 51
Ameritas Investment Partners, Inc. 51
Advisor Group, Inc. 51
First Trust Advisors Lp 50
Healthcare Of Ontario Pension Plan Trust Fund 50
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 50
Great West Life Assurance Co /can/ 50
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 50
Price T Rowe Associates Inc /md/ 50
Nuveen Asset Management, LLC 50
Trexquant Investment LP 50
Parametric Portfolio Associates Llc 50
Neuberger Berman Group LLC 50
Dynamic Technology Lab Private Ltd 49
Lazard Asset Management Llc 49
Ladenburg Thalmann Financial Services Inc 49
Amalgamated Bank 49
Marshall Wace North America L.P. 49
Allworth Financial LP 49
Schonfeld Strategic Advisors LLC 49
Comerica Bank 49
Advisory Services Network, LLC 49
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 49
Thrivent Financial For Lutherans 49
Ubs Asset Management Americas Inc 49
Engineers Gate Manager LP 48
State Of Wisconsin Investment Board 48
Oxford Asset Management Llp 48
ProShare Advisors LLC 48
Parallel Advisors, LLC 48
Janus Henderson Group Plc 48
Hillsdale Investment Management Inc. 48
O'shaughnessy Asset Management, Llc 48
State Board Of Administration Of Florida Retirement System 48
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 48
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 48
Alberta Investment Management Corp 47
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 47
Nisa Investment Advisors, Llc 47
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 47
Cutler Group LP 47
Principal Financial Group Inc 47
PEAK6 Investments LLC 47
Quadrature Capital Ltd 47
Qube Research & Technologies Ltd 47
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 46
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 46
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 46
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 46
Public Employees Retirement System Of Ohio 46
Point72 Asset Management, L.P. 46
Tiaa Cref Investment Management Llc 46
ExodusPoint Capital Management, LP 46
Zurcher Kantonalbank (Zurich Cantonalbank) 46
Quadrant Capital Group Llc 46
Magnetar Financial LLC 46
Teacher Retirement System Of Texas 46
CIBC Private Wealth Group, LLC 46
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 45
Penserra Capital Management LLC 45
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 45
MetLife Investment Management, LLC 45
First Horizon Advisors, Inc. 45
Blair William & Co/il 45
Metropolitan Life Insurance Co/ny 45
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 45
TCI Wealth Advisors, Inc. 45
Allspring Global Investments Holdings, LLC 45
IWV - iSHARES TRUST - iShares Russell 3000 ETF 44
Huntington National Bank 44
PDT Partners, LLC 44
Glenmede Trust Co Na 44
HighTower Advisors, LLC 44
Boothbay Fund Management, Llc 44
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 44
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 44
Covestor Ltd 44
Two Sigma Securities, Llc 44
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 44
Teachers Advisors, Llc 44
Raymond James Financial Inc 44
Ubs Ag 44
Clearbridge Investments, LLC 43
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 43
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 43
BlackRock Investment Management, LLC 43
OMERS ADMINISTRATION Corp 43
Ancora Advisors, LLC 43
Raymond James Financial Services Advisors, Inc. 43
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 43
Cambridge Investment Research Advisors, Inc. 43
Meeder Asset Management Inc 43
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 43
Signaturefd, Llc 43
Janney Montgomery Scott LLC 43
Centiva Capital, LP 43
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 43
EverSource Wealth Advisors, LLC 43
XTX Topco Ltd 43
BlackRock Fund Advisors 43
Kcg Holdings, Inc. 43
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 42
Farther Finance Advisors, LLC 42
Connor, Clark & Lunn Investment Management Ltd. 42
Assetmark, Inc 42
Acrospire Investment Management LLC 42
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 42
Jefferies Group LLC 42
Principal Funds Inc 42
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 42
Mirae Asset Global Investments Co., Ltd. 42
BlackRock Institutional Trust Company, N.A. 42
New York State Teachers Retirement System 41
Wolverine Asset Management Llc 41
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 41
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 41
Putnam Investments Llc 41
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 41
Swiss National Bank 41
Rockefeller Capital Management L.P. 41
Nationwide Fund Advisors 41
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 41
Massmutual Trust Co Fsb/adv 41
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 41
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 41
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 41
BlackRock Advisors LLC 41
Los Angeles Capital Management Llc 40
State of Wyoming 40
College Retirement Equities Fund 40
Canada Pension Plan Investment Board 40
Jump Financial, LLC 40
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 40
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 40
Commonwealth Equity Services, Llc 40
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 40
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 40
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 40
BlueCrest Capital Management Ltd 40
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 40
Global Retirement Partners, LLC 40
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 40
Lindbrook Capital, Llc 40
GAMMA Investing LLC 40
Mackenzie Financial Corp 40
Man Group plc 40
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 40
GWM Advisors LLC 40
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 40
Lord, Abbett & Co. Llc 40
Campbell & CO Investment Adviser LLC 39
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 39
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 39
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 39
Alyeska Investment Group, L.P. 39
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 39
Russell Frank Co/ 39
Schroder Investment Management Group 39
Alps Advisors Inc 39
Dupont Capital Management Corp 39
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 39
Point72 Hong Kong Ltd 39
NOSGX - Northern Funds - Northern Small Cap Value Fund 39
Gabelli Funds Llc 39
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 39
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 38
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 38
Loomis Sayles & Co L P 38
NEXT Financial Group, Inc 38
FNY Investment Advisers, LLC 38
PEAK6 Investments, L.P. 38
Ci Investments Inc. 38
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 38
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 38
Winton Capital Group Ltd 38
KBC Group NV 38
Parkside Financial Bank & Trust 38
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 38
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 38
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 38
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 38
Quarry LP 38
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 38
Versant Capital Management, Inc 38
Truist Financial Corp 38
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 38
Susquehanna Fundamental Investments, Llc 38
AdvisorNet Financial, Inc 38
State of Tennessee, Treasury Department 38
Ergoteles LLC 38
Skandinaviska Enskilda Banken AB (publ) 38
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 37
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 37
Larson Financial Group LLC 37
Gamco Investors, Inc. Et Al 37
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 37
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 37
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 37
PineBridge Investments, L.P. 37
Benjamin F. Edwards & Company, Inc. 37
Stratos Wealth Partners, LTD. 37
National Bank Of Canada /fi/ 37
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 37
Arizona State Retirement System 37
Aigen Investment Management, Lp 37
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 37
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 37
Fox Run Management, L.l.c. 37
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 37
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 37
Aquatic Capital Management LLC 37
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 37
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 37
Weiss Asset Management LP 37
Geneos Wealth Management Inc. 37
Quantinno Capital Management LP 36
Whittier Trust Co 36
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 36
Brown Brothers Harriman & Co 36
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 36
Robeco Institutional Asset Management B.V. 36
Eaton Vance Management 36
Public Employees Retirement Association Of Colorado 36
Police & Firemen's Retirement System of New Jersey 36
State of New Jersey Common Pension Fund D 36
Coldstream Capital Management Inc 36
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 36
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 36
MetLife Securities, Inc 36
Axa S.a. 36
Ronald Blue Trust, Inc. 36
Corebridge Financial, Inc. 36
Td Asset Management Inc 36
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 36
Nuveen, LLC 36
LMR Partners LLP 36
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 36
Yorktown Management & Research Co Inc 36
Y-Intercept (Hong Kong) Ltd 36
Voloridge Investment Management, Llc 36
SRS Capital Advisors, Inc. 36
Tiaa-cref Funds 36
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 36
Capital Fund Management S.a. 36
Aperio Group, LLC 36
Credit Agricole S A 36
First Republic Investment Management, Inc. 36
BlackRock Group LTD 36
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 35
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 35
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 35
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 35
Wealthspire Advisors, L.P. 35
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 35
Exchange Traded Concepts, Llc 35
NumerixS Investment Technologies Inc 35
Highbridge Capital Management Llc 35
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 35
Vanguard Index Funds 35
Private Advisor Group, LLC 35
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 35
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 35
Toronto Dominion Bank 35
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 35
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 35
Brown Advisory Inc 35
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 35
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 35
MAI Capital Management 35
Oppenheimer & Co Inc 35
Glassman Wealth Services 35
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 35
VDAFX - VALIC Co I - Dynamic Allocation Fund 35
Algert Global Llc 35
Holocene Advisors, LP 35
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 35
Mariner, LLC 35
National Asset Management, Inc. 35
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 35
Laurion Capital Management LP 35
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 35
M&t Bank Corp 35
Smartleaf Asset Management LLC 34
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 34
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 34
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 34
Nomura Asset Management Co Ltd 34
First Manhattan Co 34
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 34
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 34
FIL Ltd 34
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 34
Cetera Advisor Networks LLC 34
American Portfolios Advisors 34
Whittier Trust Co Of Nevada Inc 34
Hudson Bay Capital Management LP 34
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 34
Jones Financial Companies Lllp 34
Private Trust Co Na 34
Proficio Capital Partners LLC 34
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 34
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 34
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 34
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 34
Rothschild Investment Llc 34
Valeo Financial Advisors, LLC 34
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 34
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 34
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 34
Clear Street Markets Llc 34
Howe & Rusling Inc 34
Creative Financial Designs Inc /adv 34
MUFG Americas Holdings Corp 34
Vantagepoint Funds 34
Skopos Labs, Inc. 34
Philadelphia Financial Management of San Francisco, LLC 34
Martingale Asset Management L P 34
Public Sector Pension Investment Board 34
Asset Management One Co., Ltd. 34
Occudo Quantitative Strategies Lp 34
Virginia Retirement Systems Et Al 33
AMP Capital Investors Ltd 33
Bridgeway Capital Management Inc 33
CENTRAL TRUST Co 33
Point72 (DIFC) Ltd 33
D.a. Davidson & Co. 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 33
Dark Forest Capital Management Lp 33
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 33
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 33
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 33
Mutual Of America Capital Management Llc 33
Bayesian Capital Management, LP 33
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 33
Globeflex Capital L P 33
Graham Capital Management, L.P. 33
A.R.T. Advisors, LLC 33
Alpine Global Management, LLC 33
Umb Bank N A/mo 33
Capstone Investment Advisors, Llc 33
Quest Partners LLC 33
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 33
Hartland & Co., LLC 33
Aviva Plc 33
Principal Securities, Inc. 33
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 33
Intech Investment Management Llc 33
Amundi 33
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 33
Natixis 33
Cullen/frost Bankers, Inc. 33
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 33
True Wealth Design, LLC 33
SBI Securities Co., Ltd. 33
BNP Paribas Asset Management Holding S.A. 33
Css Llc/il 33
Amalgamated Financial Corp. 33
Mml Investors Services, Llc 33
Jfs Wealth Advisors, Llc 33
Ensign Peak Advisors, Inc 33
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 33
Oppenheimer Asset Management Inc. 32
Baird Financial Group, Inc. 32
FORA Capital, LLC 32
Handelsbanken Fonder AB 32
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 32
Calamos Advisors LLC 32
Picton Mahoney Asset Management 32
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 32
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 32
Vestcor Inc 32
Van Eck Associates Corp 32
CIBC Asset Management Inc 32
Atria Investments Llc 32
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 32
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 32
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 32
Quantitative Systematic Strategies LLC 32
Stephens Inc /ar/ 32
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 32
Maven Securities LTD 32
Regions Financial Corp 32
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 32
Tfs Capital Investment Trust 32
Cetera Investment Advisers 32
DekaBank Deutsche Girozentrale 32
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 32
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 32
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 32
Boston Partners 32
Grantham, Mayo, Van Otterloo & Co. LLC 32
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 32
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 32
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 32
Bell Investment Advisors, Inc 32
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 32
Jennison Associates Llc 32
Belpointe Asset Management LLC 32
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 32
APG Asset Management N.V. 32
Gradient Investments LLC 32
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 31
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 31
Adage Capital Partners Gp, L.l.c. 31
Klp Kapitalforvaltning As 31
Nordea Investment Management Ab 31
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 31
Brevan Howard Capital Management LP 31
Amundi Pioneer Asset Management Inc 31
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 31
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 31
QS Investors, LLC 31
Assenagon Asset Management S.A. 31
Nebula Research & Development LLC 31
Clinton Group Inc 31
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 31
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 31
First Mercantile Trust Co 31
Ellevest, Inc. 31
Spire Wealth Management 31
Nbc Securities, Inc. 31
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 31
Maltese Capital Management Llc 31
Cresset Asset Management, LLC 31
Teachers Retirement System Of The State Of Kentucky 31
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 31
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 31
Boston Private Wealth Llc 31
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 31
Landscape Capital Management, L.l.c. 31
Natixis Advisors, L.p. 31
Zacks Investment Management 31
United Services Automobile Association 31
We Are One Seven, LLC 31
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 31
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 31
Ground Swell Capital, LLC 31
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 31
Harvest Fund Management Co., Ltd 31
Denali Advisors Llc 31
Advisors Asset Management, Inc. 31
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 30
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 30
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 30
Wipfli Financial Advisors Llc, 30
Cerity Partners LLC 30
Petrus Trust Company, LTA 30
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 30
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 30
EntryPoint Capital, LLC 30
Seven Eight Capital, Lp 30
Capital Performance Advisors Llp 30
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 30
Blueshift Asset Management, LLC 30
Farmers & Merchants Investments Inc 30
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 30
Quantamental Technologies LLC 30
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 30
Fiera Capital Corp 30
Vident Investment Advisory, LLC 30
Cibc World Markets Corp 30
Hbk Investments L P 30
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 30
Pictet Asset Management Holding SA 30
State Farm Mutual Fund Trust 30
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 30
Orion Portfolio Solutions, LLC 30
Aster Capital Management (DIFC) Ltd 30
IndexIQ Advisors LLC 30
Sonora Investment Management, LLC 30
Baker Avenue Asset Management, LP 30
Jefferies Financial Group Inc. 30
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 30
Spot Trading L.L.C 30
Federation des caisses Desjardins du Quebec 30
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 29
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 29
SJS Investment Consulting Inc. 29
Harbour Investments, Inc. 29
Catalyst Capital Advisors LLC 29
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 29
Summit Trail Advisors, Llc 29
Venturi Wealth Management, LLC 29
Oregon Public Employees Retirement Fund 29
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 29
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 29
Old Mission Capital Llc 29
Driehaus Capital Management Llc 29
FLDFX - Meeder Funds - BALANCED FUND Retail Class 29
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 29
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 29
Element Capital Management Llc 29
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 29
FineMark National Bank & Trust 29
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 29
Seacrest Wealth Management, Llc 29
Airain ltd 29
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 29
Hantz Financial Services, Inc. 29
Caitong International Asset Management Co., Ltd 29
Bb&t Securities, Llc 29
Private Capital Group, LLC 29
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 29
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 29
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 29
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 29
Rational Advisors Llc 29
Sowell Financial Services LLC 29
New York Life Investment Management Llc 29
Gyon Technologies Capital Management, LP 29
State of Alaska, Department of Revenue 29
1832 Asset Management L.P. 29
Managed Account Advisors Llc 29
FDx Advisors, Inc. 29
Nine Chapters Capital Management LLC 29
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 29
Sunbelt Securities, Inc. 29
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 29
Sawtooth Solutions, LLC 29
Sofos Investments, Inc. 29
Mitsubishi UFJ Trust & Banking Corp 29
Synovus Financial Corp 29
Commonwealth Equity Services, Inc 29
Chicago Partners Investment Group LLC 29
Piedmont Investment Advisors Llc 29
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 29
Twinbeech Capital Lp 29
State Farm Variable Product Trust 29
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 29
First Quadrant L P/ca 29
Disciplined Investments, LLC 29
Entropy Technologies, LP 29
Ellington Management Group Llc 29
Manchester Capital Management LLC 29
HAP Trading, LLC 29
Brinker Capital Investments, LLC 28
GAM Holding AG 28
Capital World Investors 28
Crossmark Global Holdings, Inc. 28
Shell Asset Management Co 28
Royce Value Trust Inc 28
Catalyst Funds Management Pty Ltd 28
Jupiter Asset Management Ltd 28
CoreCap Advisors, LLC 28
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 28
Xponance, Inc. 28
Convergence Investment Partners, LLC 28
Pearl River Capital, LLC 28
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 28
Gotham Asset Management, LLC 28
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 28
Mercer Global Advisors Inc /adv 28
ClariVest Asset Management LLC 28
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 28
Edgestream Partners, L.P. 28
Toroso Investments, LLC 28
Fred Alger Management, Llc 28
Maryland State Retirement & Pension System 28
Plante Moran Financial Advisors, LLC 28
Oppenheimer Funds Inc 28
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 28
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 28
Schubert & Co 28
Universal- Beteiligungs- und Servicegesellschaft mbH 28
Rehmann Capital Advisory Group 28
Jacobs Levy Equity Management, Inc 28
Berman Capital Advisors, LLC 28
AE Wealth Management LLC 28
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 28
CI Private Wealth, LLC 28
Interval Partners, LP 28
Massachusetts Financial Services Co /ma/ 28
Bokf, Na 28
Raymond James Trust N.a. 28
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 28
Wealth Enhancement Advisory Services, Llc 28
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 28
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 27
CIBC World Markets Inc. 27
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 27
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 27
Winslow, Evans & Crocker, Inc. 27
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 27
Deere & Co 27
Soros Fund Management Llc 27
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 27
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 27
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 27
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 27
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 27
Horizon Investments, LLC 27
WFG Advisors, LP 27
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 27
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 27
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 27
Cetera Advisors LLC 27
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 27
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 27
Ameritas Investment Corp 27
Suntrust Banks Inc 27
Hexagon Capital Partners LLC 27
First Hawaiian Bank 27
Axq Capital, Lp 27
Brandywine Global Investment Management, LLC 27
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 27
Humankind Benefit Corp - Humankind US Stock ETF 27
Twin Peaks Wealth Advisors, LLC 27
Fortitude Family Office, LLC 27
Westpac Banking Corp 27
Hemington Wealth Management 27
Snowden Capital Advisors LLC 27
SLPIX - Profunds - Small-cap Profund Investor Class 27
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 27
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 27
Yousif Capital Management, Llc 27
Pathstone Holdings, LLC 27
Gillson Capital LP 27
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 27
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 27
Profunds - Profund Vp Ultrasmall-cap 27
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 27
United Capital Financial Advisers, Llc 27
Weiss Multi-Strategy Advisers LLC 27
Profunds - Profund Vp Small-cap 27
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 27
Louisiana State Employees Retirement System 27
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 27
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 27
Keybank National Association/oh 27
Rise Advisors, LLC 26
VCSLX - VALIC Co I - Small Cap Index Fund 26
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 26
Rialto Wealth Management, LLC 26
Pictet Asset Management Sa 26
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 26
Fieldpoint Private Securities, LLC 26
Bridgewater Associates, LP 26
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 26
Emerald Acquisition Ltd. 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 26
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 26
Pnc Funds 26
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 26
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 26
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 26
SOUTH STATE Corp 26
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 26
Wiley Bros.-aintree Capital, Llc 26
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 26
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 26
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 26
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 26
Versor Investments LP 26
Vident Advisory, LLC 26
JNBA Financial Advisors 26
RMB Capital Management, LLC 26
EBI - RBB Fund Trust - Longview Advantage ETF 26
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 26
NN Investment Partners Holdings N.V. 26
PENN SERIES FUNDS INC - Small Cap Index Fund 26
Sound Income Strategies, LLC 26
Evercore Wealth Management, LLC 26
IHT Wealth Management, LLC 26
Vanguard World Fund 26
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 26
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 26
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 26
Carroll Financial Associates, Inc. 26
Alpine Woods Capital Investors, Llc 26
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 26
NSIDX - Northern Funds - Northern Small Cap Index Fund 26
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 26
Hancock Whitney Corp 26
Veritable, L.P. 26
Sandy Spring Bank 26
Tfs Capital Llc 26
Moore Capital Management, Lp 26
Kingsview Wealth Management, LLC 26
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 26
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 26
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 26
BI Asset Management Fondsmaeglerselskab A/S 26
PENN SERIES FUNDS INC - International Equity Fund 26
IWM - iSHARES TRUST - iShares Russell 2000 ETF 26
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 26
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 26
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 26
Texas Permanent School Fund 26
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 26
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 26
Pathstone Family Office, Llc 26
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 26
Riverview Trust Co 26
Bartlett & Co. LLC 26
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 26
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 26
JustInvest LLC 26
Bartlett & Co. Wealth Management Llc 26
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 26
Cipher Capital LP 26
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 26
Steward Financial Group LLC 26
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 26
First Allied Advisory Services, Inc. 26
Smithfield Trust Co 26
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 26
Empowered Funds, LLC 26
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 26
Illinois Municipal Retirement Fund 26
Sanctuary Advisors, LLC 26
Fuller & Thaler Asset Management, Inc. 26
Keebeck Alpha, LP 26
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 26
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 26
R Squared Ltd 26
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 26
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 25
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 25
FinTrust Capital Advisors, LLC 25
Wealthcare Advisory Partners LLC 25
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 25
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 25
Utah Retirement Systems 25
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 25
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 25
Menta Capital Llc 25
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 25
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 25
Parkworth Wealth Management, Inc. 25
DAVENPORT & Co LLC 25
Claymore Exchange-traded Fund Trust 25
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 25
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 25
Flagship Harbor Advisors, Llc 25
Hm Payson & Co 25
Patriot Financial Group Insurance Agency, LLC 25
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 25
Cordant, Inc. 25
Pacer Advisors, Inc. 25
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 25
Teza Capital Management LLC 25
People's United Financial, Inc. 25
International Assets Investment Management, Llc 25
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 25
Rydex Etf Trust 25
Spark Investment Management LLC 25
Grandeur Peak Global Advisors, LLC 25
North Star Investment Management Corp. 25
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 25
Twin Tree Management, LP 25
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 25
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 25
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 25
Diametric Capital, LP 25
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 25
Avantax Advisory Services, Inc. 25
EAM Investors, LLC 25
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 25
Brookfield Asset Management Inc. 25
Stephens Consulting, LLC 25
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 25
UMA Financial Services, Inc. 25
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 25
Centaurus Financial, Inc. 25
Sherbrooke Park Advisers Llc 25
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 25
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 25
Capula Management Ltd 25
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 25
Profund Advisors Llc 25
Eagle Asset Management Inc 25
Duality Advisers, Lp 25
Stevens Capital Management Lp 25
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 25
Azora Capital LP 25
Guggenheim Active Allocation Fund 25
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 25
Avion Wealth 25
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 25
FJ Capital Management LLC 25
Oppenheimer Etf Trust 25
Capital International Investors 24
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 24
Point72 Asia (Singapore) Pte. Ltd. 24
Sumitomo Mitsui Trust Holdings, Inc. 24
Treasurer of the State of North Carolina 24
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 24
Td Private Client Wealth Llc 24
Capital Advisors, Ltd. LLC 24
Alphacrest Capital Management Llc 24
DiNuzzo Private Wealth, Inc. 24
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 24
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 24
Prana Capital Management, LP 24
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 24
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 24
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 24
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 24
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 24
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 24
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 24
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 24
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 24
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 24
Alpine Series Trust 24
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 24
Wasatch Advisors Inc 24
Mirabella Financial Services Llp 24
CVA Family Office, LLC 24
Jane Street Holding, LLC 24
William Blair Investment Management, Llc 24
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 24
Golden State Wealth Management, LLC 24
Mount Yale Investment Advisors, LLC 24
Harbor Investment Advisory, Llc 24
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 24
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 24
Rafferty Asset Management, LLC 24
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 24
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 24
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 24
Itau Unibanco Holding S.A. 24
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 24
Caxton Associates Lp 24
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 24
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 24
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 24
K2 Principal Fund, L.p. 24
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 24
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 24
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 24
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 24
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 24
Bridgefront Capital, LLC 24
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 24
Pictet Asset Management Ltd 24
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 24
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 24
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 24
Financial Architects, Inc 24
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 24
Harbor Capital Advisors, Inc. 24
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 24
Caisse De Depot Et Placement Du Quebec 24
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 24
Global Financial Private Client, LLC 24
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 24
Cornercap Investment Counsel Inc 23
Full18 Capital LLC 23
Stone Ridge Asset Management LLC 23
Asset Dedication, LLC 23
Lsv Asset Management 23
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 23
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 23
Prospera Financial Services Inc 23
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 23
National Planning Corp 23
Ubs Oconnor Llc 23
Thompson Siegel & Walmsley Llc 23
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 23
BlackRock Japan Co. Ltd 23
Wesbanco Bank Inc 23
Paradigm Asset Management Co Llc 23
DRW Securities, LLC 23
Atlantic Trust, LLC 23
C M Bidwell & Associates Ltd 23
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 23
Employees Retirement System of Texas 23
BRYN MAWR TRUST Co 23
Atom Investors LP 23
Levin Capital Strategies, L.p. 23
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 23
Monashee Investment Management LLC 23
Hollencrest Capital Management 23
Gabelli Equity Trust Inc 23
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 23
First Personal Financial Services 23
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 23
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 23
Carolinas Wealth Consulting Llc 23
Usca Ria Llc 23
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 23
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 23
Townsquare Capital Llc 23
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 23
Johnson Financial Group, Inc. 23
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 23
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 23
Kayne Anderson Rudnick Investment Management Llc 23
Advanced Series Trust - Ast Small-cap Growth Portfolio 23
Inceptionr Llc 23
Guardian Wealth Advisors, LLC 23
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 23
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 23
Summit Global Investments 23
Wbi Investments, Inc. 23
Eaton Vance Ltd Duration Income Fund 23
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 23
Advisory Research Inc 23
Headlands Technologies LLC 23
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 23
Crewe Advisors LLC 23
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 23
HFM Investment Advisors, LLC 23
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 23
Trustcore Financial Services, Llc 23
BDO Wealth Advisors, LLC 23
Greenwich Investment Management, Inc. 23
Prudential Plc 23
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 23
Ing Groep Nv 23
Commerce Bank 23
Valley National Advisers Inc 23
Cornerstone Planning Group LLC 23
RidgeWorth Capital Management LLC 23
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 23
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 23
Bay Harbor Wealth Management, LLC 23
Pinnacle Wealth Planning Services, Inc. 23
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 23
Bogle Investment Management L P /de/ 23
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 23
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 23
USA Financial Portformulas Corp 23
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 23
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 23
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 23
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 22
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 22
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 22
Invictus RG 22
Daiwa Securities Group Inc. 22
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 22
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 22
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 22
Bank Of Nova Scotia 22
Claris Advisors, Llc / Mo / 22
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 22
Westport Resources Management Inc 22
Citizens Financial Group Inc/ri 22
City Holding Co 22
Mckinley Capital Management Llc /delaware 22
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 22
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 22
Eagle Bay Advisors LLC 22
Waddell & Reed Financial Inc 22
Brookstone Capital Management 22
Cadence Capital Management Llc 22
Fisher Asset Management, LLC 22
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 22
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 22
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 22
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 22
IWB - iSHARES TRUST - iShares Russell 1000 ETF 22
Weiss Strategic Interval Fund 22
Point72 Middle East FZE 22
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 22
Kestra Private Wealth Services, Llc 22
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 22
Iat Reinsurance Co Ltd. 22
Sei Trust Co 22
Gator Capital Management, LLC 22
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 22
Assured Investment Management LLC 22
Financial Advocates Investment Management 22
Moody National Bank Trust Division 22
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 22
Salem Investment Counselors Inc 22
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 22
Caption Management, LLC 22
Evoke Wealth, Llc 22
Cornerstone Advisors, Inc. 22
Optimum Investment Advisors 22
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 22
Artemis Investment Management LLP 22
Annis Gardner Whiting Capital Advisors, LLC 22
Envestnet Portfolio Solutions, Inc. 22
TD Waterhouse Canada Inc. 22
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 22
Independent Portfolio Consultants, Inc. 22
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 22
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 22
Enterprise Financial Services Corp 22
Hartford Mutual Funds Inc/ct 22
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 22
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 22
Wilbanks Smith & Thomas Asset Management Llc 22
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 22
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 22
Janney Capital Management LLC 22
Colony Group Llc 22
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 22
Mackay Shields Llc 22
FourThought Financial, LLC 22
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 22
Tocqueville Asset Management L.p. 22
Hughes Financial Services, LLC 22
Shelton Capital Management 22
Apollon Wealth Management, LLC 22
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 22
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 22
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 22
Koch Industries Inc 22
Diversified Trust Co 22
Crestline Management, LP 22
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 22
Susquehanna Portfolio Strategies, LLC 22
Profunds - Profund Vp Financials 22
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 22
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 22
BFOR - ALPS ETF Trust - Barron's 400 ETF 22
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 22
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 22
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 22
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 22
UYG - PROSHARES TRUST - ProShares Ultra Financials 22
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 22
Cigna Investments Inc /new 22
Coastal Investment Advisors, Inc. 22
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 22
Mather Group, Llc. 21
Ritholtz Wealth Management 21
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 21
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 21
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 21
Castleview Partners, Llc 21
Sciencast Management LP 21
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 21
Private Wealth Management Group, LLC 21
Kestra Investment Management, LLC 21
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 21
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 21
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 21
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 21
Xact Kapitalforvaltning AB 21
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 21
Contravisory Investment Management, Inc. 21
Kestra Advisory Services, LLC 21
Maverick Capital Ltd 21
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 21
Westwood Holdings Group Inc 21
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 21
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 21
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 21
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 21
Profunds - Profund Vp Oil & Gas 21
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 21
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 21
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 21
Smith Asset Management Group Lp 21
Park Avenue Securities Llc 21
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 21
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 21
Money Concepts Capital Corp 21
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 21
Cornerstone Capital Management Holdings Llc. 21
NewSquare Capital LLC 21
Ameritas Advisory Services, LLC 21
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 21
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 21
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 21
Tibra Equities Europe Ltd 21
MQS Management LLC 21
Cinctive Capital Management LP 21
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 21
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 21
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 21
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 21
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 21
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 21
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 21
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 21
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 21
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 21
Lenox Wealth Advisors, LLC 21
GV Financial Advisors 21
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 21
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 21
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 21
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 21
Lighthouse Investment Partners, LLC 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 21
Mv Capital Management, Inc. 21
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 21
Peak6 Llc 21
Signet Financial Management, Llc 21
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 21
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 21
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 21
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 21
IYF - iSHARES TRUST - iShares U.S. Financials ETF 21
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 21
Ieq Capital, Llc 21
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 21
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 20
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 20
Algebris Investments (UK) LLP 20
Arkadios Wealth Advisors 20
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 20
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 20
Washington Trust Bank 20
Securian Asset Management, Inc 20
Lido Advisors, LLC 20
Wunderlich Securities, Inc. 20
Pinnacle Associates Ltd 20
Moors & Cabot, Inc. 20
Everence Capital Management Inc 20
Ropes Wealth Advisors Llc 20
AHL Partners LLP 20
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 20
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 20
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 20
Benjamin Edwards Inc 20
Quent Capital, LLC 20
AGF Investments LLC 20
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 20
Clear Harbor Asset Management, LLC 20
James Investment Research Inc 20
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 20
Moneta Group Investment Advisors Llc 20
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 20
Tcw Group Inc 20
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 20
Ajo, Lp 20
Atria Wealth Solutions, Inc. 20
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 20
Tortoise Investment Management, LLC 20
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 20
Allstate Corp 20
WASHINGTON TRUST Co 20
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 20
Regal Investment Advisors LLC 20
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 20
Great Lakes Advisors, Llc 20
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 20
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 20
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 20
Dreman Value Management, L L C 20
Concord Wealth Partners 20
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 20
Arlington Trust Co LLC 20
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 20
LS Investment Advisors, LLC 20
Joel Isaacson & Co., LLC 20
Lee Financial Co 20
Caas Capital Management Lp 20
Qrg Capital Management, Inc. 20
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 20
Standard Life Aberdeen plc 20
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 20
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 20
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 20
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 20
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 20
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 20
Wedbush Securities Inc 20
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 20
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 20
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 20
First Citizens Bank & Trust Co 20
Colonial Trust Co / SC 20
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 20
Integrated Wealth Concepts LLC 20
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 20
Trust Co Of Vermont 20
San Francisco Sentry Investment Group (ca) 20
IBM Retirement Fund 20
Kennedy Capital Management, Inc. 20
Motco 20
Sequoia Financial Advisors, LLC 20
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 20
CWM Advisors, LLC 20
Optiver Holding B.V. 20
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 20
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 20
WPG Advisers, LLC 20
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 20
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 20
Regentatlantic Capital Llc 20
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 20
Erste Asset Management GmbH 20
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 20
Hotchkis & Wiley Capital Management Llc 20
Continuum Advisory, LLC 20
Bamco Inc /ny/ 20
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 20
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 20
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 20
Polar Asset Management Partners Inc. 20
TFC Financial Management 20
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 20
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 19
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 19
Highlander Capital Management, LLC 19
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 19
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 19
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 19
BerganKDV Wealth Management, LLC 19
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 19
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 19
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 19
Advanced Series Trust - Ast Small-cap Value Portfolio 19
Neo Ivy Capital Management 19
Innealta Capital, Llc 19
Zions Bancorporation, N.A. 19
Commonwealth Bank Of Australia 19
LRI Investments, LLC 19
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 19
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 19
WealthCollab, LLC 19
Scientech Research LLC 19
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 19
Bare Financial Services, Inc 19
Compagnie Lombard Odier SCmA 19
Agf Investments Inc. 19
Bruce G. Allen Investments, LLC 19
Segall Bryant & Hamill, Llc 19
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 19
Old Mutual Global Investors (UK) Ltd. 19
Athanor Capital, Lp 19
Brewin Dolphin Ltd 19
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 19
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 19
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 19
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 19
Global X Funds 19
Eaton Vance Floating-rate Income Trust 19
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 19
Oppenheimer Global Multi Strategies Fund 19
Raleigh Capital Management Inc. 19
Sit Investment Associates Inc 19
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 19
Corton Capital Inc. 19
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 19
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 19
Reilly Financial Advisors, Llc 19
Eqis Capital Management, Inc. 19
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 19
Altshuler Shaham Ltd 19
K.J. Harrison & Partners Inc 19
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 19
Timber Hill LLC 19
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 19
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 19
Financial Management Professionals, Inc. 19
Evergreen Capital Management Llc 19
Emerald Mutual Fund Advisers Trust 19
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 19
Delpha Capital Management, Llc 19
Tradition Wealth Management, LLC 19
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 19
Dorsey Wright & Associates 19
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 19
Boston Advisors Llc 19
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 19
Cnh Partners Llc 19
Hutchin Hill Capital, LP 19
Knight Capital Group, Inc. 19
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 19
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 19
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 19
GW&K Investment Management, LLC 19
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 19
Baystate Wealth Management LLC 19
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 19
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 19
Hilton Capital Management, LLC 19
Old National Bancorp /in/ 19
Forum Funds 19
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 19
Key FInancial Inc 19
Venture Visionary Partners LLC 19
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 19
Endeavour Capital Advisors Inc 19
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 19
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 19
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 19
Kore Private Wealth LLC 19
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 19
WealthTrak Capital Management LLC 19
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 19
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 19
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 19
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 19
Bogart Wealth, LLC 19
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 19
Resources Investment Advisors, LLC. 19
Capital Bank & Trust Co 19
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 19
WealthPLAN Partners, LLC 19
Algebris (uk) Ltd 19
New England Securities Corp /MA/ 19
Westside Investment Management, Inc. 19
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 19
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 19
Advantage Investment Management, Llc 19
Integrated Investment Consultants, LLC 19
BlueMar Capital Management, LLC 19
Independent Advisor Alliance 19
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 19
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 19
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 19
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 19
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 18
Basswood Capital Management, L.l.c. 18
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 18
Etf Managers Group, Llc 18
CAPROCK Group, Inc. 18
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 18
RSSL - Global X Funds - Global X Russell 2000 ETF 18
Vanguard Whitehall Funds 18
Eaton Vance Senior Floating Rate Trust 18
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 18
Csenge Advisory Group 18
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 18
Verus Capital Partners, Llc 18
FNY Partners Fund LP 18
World Asset Management Inc 18
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 18
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 18
Glazer Capital, Llc 18
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 18
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 18
State Of Michigan Retirement System 18
Comerica Securities,inc. 18
New Mexico Educational Retirement Board 18
Argent Trust Co 18
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 18
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 18
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 18
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 18
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 18
Rsm Us Wealth Management Llc 18
SummitTX Capital, L.P. 18
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 18
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 18
GABELLI & Co INVESTMENT ADVISERS, INC. 18
MARSHALL WACE ASIA Ltd 18
Cary Street Partner Investment Advisory Llc 18
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 18
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 18
Municipal Employees' Retirement System of Michigan 18
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 18
Epoch Investment Partners, Inc. 18
Jaffetilchin Investment Partners, LLC 18
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 18
Placemark Investments, Inc. 18
Calamos Strategic Total Return Fund 18
Northwestern Mutual Investment Management Company, Llc 18
Janus Capital Management Llc 18
Virtus Investment Advisers, Inc. 18
DAACX - Adviser Managed Trust - Diversified Equity Fund 18
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 18
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 18
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 18
Merit Financial Group, LLC 18
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 18
Copeland Capital Management, LLC 18
Point72 Europe (London) LLP 18
Mason Street Advisors, Llc 18
Samlyn Capital, Llc 18
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 18
Laffer Investments 18
Navellier & Associates Inc 18
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 18
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 18
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 18
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 18
Ionic Capital Management LLC 18
GIMFX - GMO TRUST - GMO Implementation Fund 18
ArrowMark Colorado Holdings LLC 18
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 18
First New York Securities Llc /ny 18
Retirement Systems of Alabama 18
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 18
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 18
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 18
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 18
MCF Advisors LLC 18
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 18
Quantitative Investment Management, LLC 18
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 18
nVerses Capital, LLC 18
Gts Securities Llc 18
Gupta Wealth Management LLC 18
ISAM Funds (UK) Ltd 18
Baldwin Brothers Inc/ma 18
Toth Financial Advisory Corp 18
Earnest Partners Llc 18
Ethic Inc. 18
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 18
NSGRX - Northern Funds - Northern Small Cap Core Fund 18
BOK Financial Private Wealth, Inc. 18
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 18
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 18
Machina Capital S.a.s. 18
Thornburg Investment Management Inc 18
Chicago Equity Partners Llc 18
Capital Asset Advisory Services LLC 18
First Trust Intermediate Duration Preferred & Income Fund 18
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 18
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 18
Ashton Thomas Private Wealth, LLC 18
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 18
CenterStar Fund, LLC 18
Winton Diversified Opportunities Fund 18
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 18
Pittenger & Anderson Inc 18
BNP Paribas Investment Partners S.A. 18
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 18
Jain Global LLC 18
Warren Averett Asset Management, LLC 18
Avestar Capital, LLC 18
Wealthfront Inc 18
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 18
Candriam Luxembourg S.C.A. 18
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 18
MML Series Investment Fund II - MML Equity Rotation Fund Class II 18
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 18
Gemmer Asset Management LLC 18
M&g Investment Management Ltd 18
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 18
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 18
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 18
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 18
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 17
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 17
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 17
Beck Mack & Oliver Llc 17
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 17
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 17
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 17
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 17
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 17
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 17
Origin Asset Management LLP 17
HighVista Strategies LLC 17
Clark Capital Management Group, Inc. 17
ORG Partners LLC 17
ETRADE Capital Management LLC 17
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 17
Kcm Investment Advisors Llc 17
Quinn Opportunity Partners LLC 17
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 17
Leuthold Group, Llc 17
Qsemble Capital Management, LP 17
Delta Asset Management Llc/tn 17
EP Wealth Advisors, Inc. 17
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 17
Spring Creek Capital Llc 17
Commerzbank Aktiengesellschaft /fi 17
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 17
Geneva Advisors, LLC 17
PFFD - Global X Funds - Global X U.S. Preferred ETF 17
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 17
GFS Advisors, LLC 17
Activest Wealth Management 17
Avantax Planning Partners, Inc. 17
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 17
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 17
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 17
Numeric Investors Llc 17
Korea Investment CORP 17
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 17
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 17
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 17
Archford Capital Strategies, LLC 17
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 17
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 17
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 17
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 17
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 17
Cable Hill Partners, LLC 17
Freestone Grove Partners LP 17
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 17
Societe Generale 17
Vivaldi Asset Management, LLC 17
Andra AP-fonden 17
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 17
Capital Research Global Investors 17
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 17
Riverhead Capital Management Llc 17
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 17
Sargent Bickham Lagudis LLC 17
Weaver Consulting Group 17
Tokio Marine Asset Management Co Ltd 17
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 17
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 17
Cromwell Holdings LLC 17
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 17
Vantage Consulting Group Inc 17
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 17
Sigma Planning Corp 17
Hennion & Walsh Asset Management, Inc. 17
Edge Advisors, Llc 17
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 17
Brinker Capital Inc 17
Glen Eagle Advisors, LLC 17
Accurate Wealth Management, LLC 17
Elo Mutual Pension Insurance Co 17
Capital Analysts, Inc. 17
Zebra Capital Management LLC 17
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 17
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 17
Bailard, Inc. 17
Chevy Chase Trust Holdings, Inc. 17
Johnson Investment Counsel Inc 17
Thurston, Springer, Miller, Herd & Titak, Inc. 17
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 17
Richard Bernstein Advisors LLC 17
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 17
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 17
Cornerstone Wealth Management, LLC 17
Sanctuary Wealth Advisors, LLC 17
American Capital Advisory, LLC 17
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 17
Wealthcare Capital Management Llc 17
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 17
SAC Capital Advisors LP 17
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 17
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 17
Meiji Yasuda Asset Management Co Ltd. 17
B. Metzler seel. Sohn & Co. AG 17
Echo Street Capital Management LLC 17
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 17
Truvestments Capital Llc 17
Colony Group, LLC 17
Perigon Wealth Management, LLC 17
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 17
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 17
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 17
Ontario Teachers Pension Plan Board 17
CPSIX - Unified Series Trust - Fci Bond Fund 17
Livforsakringsbolaget Skandia, Omsesidigt 17
Analytic Investors, LLC 17
Fiduciary Trust Co 17
Koshinski Asset Management, Inc. 17
GHP Investment Advisors, Inc. 17
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 17
Checchi Capital Advisers, LLC 17
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 17
Zurich Insurance Group Ltd/FI 17
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 17
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 17
Jackson Creek Investment Advisors LLC 17
Mendon Capital Advisors Corp 17
Moody Aldrich Partners Llc 17
Lucus Advisors Llc 17
Covington Capital Management 17
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 17
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 17
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 17
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 17
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
Edge Wealth Management LLC 16
Greenleaf Trust 16
Swedbank AB 16
M&r Capital Management Inc 16
North Capital, Inc. 16
Agf Management Ltd 16
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 16
Kornitzer Capital Management Inc /ks 16
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 16
HDV - iSHARES TRUST - iShares Core High Dividend ETF 16
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 16
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 16
Prestige Wealth Management Group LLC 16
SG3 Management, LLC 16
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 16
Cna Financial Corp 16
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 16
American National Bank 16
Meridian Wealth Partners, LLC 16
CSat Investment Advisory, L.P. 16
Cribstone Capital Management, LLC 16
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 16
Hilltop Holdings Inc. 16
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 16
Karp Capital Management Corp 16
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 16
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 16
Ariel Investments, Llc 16
Regent Peak Wealth Advisors LLC 16
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 16
Beacon Capital Management, LLC 16
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 16
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 16
Hartford Investment Management Co 16
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 16
Mendota Financial Group, LLC 16
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 16
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 16
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A) 16
First Capital Advisors Group, LLC. 16
Wolff Wiese Magana Llc 16
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 16
Cape Investment Advisory, Inc. 16
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 16
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 16
Mutual Advisors, LLC 16
Institutional & Family Asset Management, Llc 16
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 16
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 16
Kings Point Capital Management 16
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 16
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 16
Capital One, National Association 16
Horizon Kinetics LLC 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 16
Column Capital Advisors, LLC 16
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 16
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 16
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 16
UniSuper Management Pty Ltd 16
Whipplewood Advisors, LLC 16
STXK - EA Series Trust - Strive Small-Cap ETF 16
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 16
EJF Capital LLC 16
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 16
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 16
Leavell Investment Management, Inc. 16
Nuveen Core Equity Alpha Fund 16
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 16
Voya Financial Advisors, Inc. 16
Balentine LLC 16
Visium Asset Management, LP 16
Vestmark Advisory Solutions, Inc. 16
Princeton Alpha Management LP 16
Pinnacle Financial Partners Inc 16
Highstreet Asset Management Inc. 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 16
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 16
Financial Gravity Companies, Inc. 16
Sculptor Capital LP 16
Burt Wealth Advisors 16
Thompson Davis & Co., Inc. 16
FNY Managed Accounts LLC 16
CenterStar Asset Management, LLC 16
Northern Trust Co Of Connecticut 16
O'Shares Investment Advisers, LLC 16
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 16
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 16
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 16
Focused Wealth Management, Inc 16
Oak Thistle LLC 16
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 16
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 16
Elequin Capital Lp 16
Grove Bank & Trust 16
Weld Capital Management Llc 16
Shapiro Robert N 16
Systematic Financial Management Lp 16
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 16
Cantab Capital Partners LLP 16
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 16
Punch & Associates Investment Management, Inc. 16
Cassady Schiller Wealth Management, LLC 16
SECOR Capital Advisors, LP 16
Parkwood LLC 16
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 16
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 16
Twin Capital Management Inc 16
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 16
Mosaic Family Wealth, LLC 16
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 16
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 16
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 16
Quaker Wealth Management, LLC 16
Alpha Windward Llc 16
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 16
Formidable Asset Management, LLC 16
Capital International Inc /ca/ 16
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 16
Northwest & Ethical Investments L.P. 16
Paces Ferry Wealth Advisors, Llc 16
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 16
Capital Guardian Trust Co 16
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 16
Opal Wealth Advisors, LLC 16
Glacier Peak Capital LLC 16
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 16
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 16
WR Wealth Planners, LLC 16
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 16
Forum Financial Management, LP 16
Numerai GP LLC 16
Hudock, Inc. 16
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 16
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 16
Guinness Asset Management LTD 16
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 16
Simon Quick Advisors, Llc 16
Camarda Financial Advisors, LLC 16
Strategic Wealth Partners, Ltd. 16
Procyon Private Wealth Partners, LLC 16
Boston Private Bank & Trust Co 16
Squar Milner Financial Services Llc 16
GPS Wealth Strategies Group, LLC 16
Eaton Vance Senior Income Trust 16
IMC-Chicago, LLC 16
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 16
Longfellow Investment Management Co Llc 16
Wedge Capital Management L L P/nc 15
Park Place Capital Corp 15
Tompkins Financial Corp 15
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 15
DnB Asset Management AS 15
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 15
Symphony Financial, Ltd. Co. 15
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 15
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 15
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 15
361 Capital Llc 15
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 15
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 15
Bleakley Financial Group, LLC 15
King Luther Capital Management Corp 15
Wetherby Asset Management Inc 15
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 15
Principia Wealth Advisory, LLC 15
Glen Harbor Capital Management LLC 15
Meadow Creek Investment Management LLC 15
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 15
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 15
Cookson Peirce & Co Inc 15
Arden Investment Series Trust 15
Stifel Nicolaus & Co Inc \mo\ 15
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 15
CenterBook Partners LP 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 15
QCVAX - Clearwater Investment Trust - Clearwater International Fund 15
Pinnacle Summer Investments, Inc. 15
Kepos Capital LP 15
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 15
Jacobi Capital Management LLC 15
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 15
Arete Wealth Advisors, LLC 15
SpiderRock Advisors, LLC 15
Morse Asset Management, Inc 15
YorkBridge Wealth Partners, LLC 15
Kovitz Investment Group Partners, LLC 15
111 Capital 15
American Financial Group Inc 15
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 15
GeoWealth Management, LLC 15
B. Metzler seel. Sohn & Co. Holding AG 15
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 15
Lombard Odier Asset Management (Switzerland) SA 15
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 15
Harbour Capital Advisors, LLC 15
Horan Securities, Inc. 15
Mn Services Vermogensbeheer B.V. 15
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 15
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 15
Pitcairn Co 15
Ramsey Quantitative Systems 15
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 15
Shine Investment Advisory Services Inc 15
Sheaff Brock Investment Advisors, LLC 15
Spot Trading L.l.c. 15
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 15
Tfo-tdc, Llc 15
Quest Capital Management Inc /adv 15
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 15
JJJ Advisors Inc. 15
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 15
Bb&t Investment Services, Inc. 15
Laurel Wealth Advisors LLC 15
Capital Investment Advisory Services, LLC 15
Gabelli Equity Series Funds Inc 15
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 15
Abound Wealth Management 15
Deprince Race & Zollo Inc 15
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 15
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 15
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 15
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 15
VCGAX - VALIC Co I - Growth & Income Fund 15
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 15
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 15
Sumitomo Mitsui DS Asset Management Company, Ltd 15
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 15
Vantage Investment Advisors, LLC 15
Spectrum Management Group, LLC 15
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 15
Diversify Advisory Services, LLC 15
Freestone Capital Holdings, LLC 15
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 15
Crestwood Advisors Group LLC 15
Yakira Capital Management, Inc. 15
Meritage Portfolio Management 15
Miller Value Partners, Llc 15
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 15
Liberty Mutual Group Asset Management Inc. 15
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 15
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 15
Vigilant Capital Management, LLC 15
Advisor Resource Council 15
Duncker Streett & Co Inc 15
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 15
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 15
Sachetta, LLC 15
Whitener Capital Management, Inc. 15
Founders Financial Alliance, LLC 15
Westfield Capital Management Co Lp 15
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 15
Ledyard National Bank 15
RBF Capital, LLC 15
Segantii Capital Management Ltd 15
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 15
Macroview Investment Management Llc 15
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 15
Smith Group Asset Management, LLC 15
Sutton Wealth Advisors Inc. 15
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 15
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 15
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 15
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 15
Junto Capital Management LP 15
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 15
Keeley Asset Management Corp 15
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 15
First Horizon Corp 15
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 15
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 15
TimesSquare Capital Management, LLC 15
Scotia Capital Inc. 15
Glenmede Investment Management, LP 15
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 15
BBVA USA Bancshares, Inc. 15
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 15
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 15
Gulf International Bank (UK) Ltd 15
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 15
Woodline Partners LP 15
First Interstate Bank 15
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 15
Kistler-Tiffany Companies, LLC 15
Artisan Partners Limited Partnership 15
Savant Capital, LLC 15
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 15
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 15
McIlrath & Eck, LLC 15
MUFG Securities EMEA plc 15
Elkfork Partners LLC 15
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 15
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 15
Congress Wealth Management LLC / DE / 15
Palisade Capital Management Llc/nj 15
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 15
CX Institutional 15
Webster Bank, N. A. 15
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 15
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 15
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 15
Hanseatic Management Services Inc 15
Gryphon Financial Partners LLC 14
Riggs Asset Managment Co. Inc. 14
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 14
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 14
Aviance Capital Partners, LLC 14
Northwest Investment Counselors, Llc 14
Dividend & Income Fund 14
Pallas Capital Advisors LLC 14
NewEdge Wealth, LLC 14
Capitolis Advisors LLC 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 14
Caz Investments Lp 14
MERVX - MERGER FUND VL - The Merger Fund VL 14
Coppell Advisory Solutions LLC 14
Hl Financial Services Llc 14
Transamerica Financial Advisors, Inc. 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 14
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 14
Endurance Wealth Management, Inc. 14
Vontobel Holding Ltd. 14
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 14
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 14
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 14
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 14
Nicholas Investment Partners, LP 14
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 14
Eaton Vance Floating-rate Income Plus Fund 14
Wellington Shields Capital Management, LLC 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 14
Bluefin Capital Management, Llc 14
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 14
Natixis Investment Managers International 14
Water Island Capital Llc 14
Penn Capital Management Co Inc 14
Horizon Kinetics Asset Management Llc 14
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 14
Vise Technologies, Inc. 14
Irish Life Investment Managers Ltd. 14
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 14
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 14
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 14
Gabelli Dividend & Income Trust 14
Midas Management Corp 14
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 14
Conning Inc. 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 14
Private Wealth Asset Management, LLC 14
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 14
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 14
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 14
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 14
Integral Derivatives, LLC 14
One Wealth Advisors, LLC 14
Moran Wealth Management, LLC 14
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 14
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 14
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 14
Mangrove Partners 14
Ziegler Capital Management, LLC 14
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 14
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 14
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 14
Prime Capital Investment Advisors, LLC 14
Sageworth Trust Co 14
Quotient Investors, LLC 14
Highland Capital Management Lp 14
Bayforest Capital Ltd 14
First Financial Corp /in/ 14
Capstone Asset Management Co 14
Telemus Capital, Llc 14
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 14
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 14
Cambridge Trust Co 14
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 14
Fort Washington Investment Advisors Inc /oh/ 14
Crow Point Partners, LLC 14
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 14
STXV - EA Series Trust - Strive 1000 Value ETF 14
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 14
25 Llc 14
Banque Cantonale Vaudoise 14
Impact Partnership Wealth, LLC 14
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 14
Integrated Advisors Network LLC 14
Samalin Investment Counsel, LLC 14
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 14
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 14
Montag A & Associates Inc 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 14
Symphony Asset Management Llc 14
Nissay Asset Management Corp /japan/ /adv 14
Norden Group Llc 14
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 14
West Paces Advisors Inc. 14
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 14
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 14
Lingohr & Partner Asset Management GmbH 14
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 14
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 14
Anchor Investment Management, LLC 14
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 14
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 14
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 14
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 14
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 14
Weaver C. Barksdale & Associates, Inc. 14
New Age Alpha Advisors, LLC 14
HighPoint Advisor Group LLC 14
Hartford Series Fund Inc 14
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 14
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 14
Invesco Bond Fund 14
Kapitalo Investimentos Ltda 14
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 14
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 14
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 14
Global X Management CO LLC 14
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 14
Kovack Advisors, Inc. 14
Front Row Advisors LLC 14
Equitable Holdings, Inc. 14
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 14
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 14
Arlington Partners LLC 14
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 14
RHJ International SA 14
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 14
Ashton Thomas Securities, Llc 14
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 14
Bramshill Investments, LLC 14
HHM Wealth Advisors, LLC 14
Voleon Capital Management Lp 14
Pendal Group Ltd 14
Claraphi Advisory Network, LLC 14
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 14
Wagner Wealth Management, Llc 14
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 14
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 14
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 14
Ausdal Financial Partners, Inc. 14
Beacon Pointe Advisors, LLC 14
Moisand Fitzgerald Tamayo, LLC 14
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 14
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 14
Bellwether Investment Group, LLC 14
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 14
SpiderRock Trading LLC 14
Elite Wealth Management, Inc. 14
Achmea Investment Management B.V. 14
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 14
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 14
J.w. Cole Advisors, Inc. 14
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 14
U S Global Investors Inc 14
Baird Robert W & Co Inc /wi/ 14
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 14
Almanack Investment Partners, LLC. 14
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 14
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF 14
Legacy Financial Advisors, Inc. 14
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 14
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 14
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 14
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 14
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 14
Pinkerton Retirement Specialists, LLC 14
Claro Advisors LLC 14
Wealthfront Advisers Llc 14
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 14
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 14
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 14
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 14
U.S. Capital Wealth Advisors, LLC 14
Equitec Proprietary Markets, Llc 14
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 14
Newbridge Financial Services Group, Inc. 14
Parametrica Management Ltd 14
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 13
Heritage Wealth Advisors 13
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 13
Harwood Advisory Group, LLC 13
Gerber Kawasaki Wealth & Investment Management 13
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 13
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 13
SYSTM Wealth Solutions LLC 13
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 13
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 13
Concurrent Investment Advisors, LLC 13
Security National Trust Co 13
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 13
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 13
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 13
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 13
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 13
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 13
Highland Capital Management, Llc 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 13
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 13
Simplicity Wealth,LLC 13
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 13
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 13
Mycio Wealth Partners, Llc 13
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 13
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 13
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 13
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 13
Kalos Management, Inc. 13
Gateway Investment Advisers Llc 13
Perkins Investment Management, LLC 13
Pine River Capital Management L.P. 13
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 13
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 13
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 13
Rothschild Investment Corp /il 13
Ossiam 13
Cerebellum GP, LLC 13
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 13
CNB Bank 13
Fjarde Ap-fonden /fourth Swedish National Pension Fund 13
MBOVX - M FUND INC - M Large Cap Value Fund 13
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 13
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 13
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 13
Investors Research Corp 13
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 13
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 13
Laurel Wealth Advisors, Inc. 13
Veriti Management LLC 13
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 13
Northern Oak Wealth Management Inc 13
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 13
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 13
Argent Capital Management Llc 13
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 13
Rivernorth Capital Management, Llc 13
Donoghue Forlines LLC 13
Advanced Series Trust - Ast Advanced Strategies Portfolio 13
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 13
Wealthspire Advisors, LLC 13
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 13
Delaware Enhanced Global Dividend & Income Fund 13
Meiji Yasuda Life Insurance Co 13
Mountain Capital Investment Advisors, Inc 13
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 13
Atlas Private Wealth Advisors 13
Vanguard Horizon Funds 13
Trust Department Mb Financial Bank N A 13
Harbor Advisors LLC 13
Kayne Anderson Capital Advisors Lp 13
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 13
Advisor Partners Ii, Llc 13
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 13
Tredje AP-fonden 13
Dakota Wealth Management 13
Barings Llc 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 13
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 13
Atticus Wealth Management, Llc 13
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 13
Verdence Capital Advisors LLC 13
Zweig-DiMenna Associates LLC 13
Alexandria Capital, LLC 13
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 13
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 13
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 13
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 13
NatWest Group plc 13
Confluence Wealth Services, Inc. 13
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 13
Bowling Portfolio Management LLC 13
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 13
Cordasco Financial Network 13
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 13
Next Financial Holdings 13
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 13
Otter Creek Advisors, LLC 13
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 13
Centerpoint Advisors, LLC 13
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 13
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 13
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 13
Fulton Bank, N.a. 13
Arrow Financial Corp 13
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 13
First Bank & Trust 13
Kb Financial Partners, Llc 13
Sawgrass Asset Management Llc 13
Invictus RG Pte. Ltd. 13
Wealth Quarterback LLC 13
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 13
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 13
Espalier Global Management LLC 13
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 13
Chilton Capital Management Llc 13
Advisors Preferred, LLC 13
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 13
Sandler Capital Management 13
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 13
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 13
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 13
Resources Management Corp /ct/ /adv 13
Schonfeld Group Holdings LLC 13
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 13
Index Management Solutions, LLC 13
Eudaimonia Partners, LLC 13
Dana Investment Advisors, Inc. 13
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 13
Avalon Advisors, Llc 13
Equitable Trust Co 13
STXG - EA Series Trust - Strive 1000 Growth ETF 13
Relative Value Fund 13
Dubuque Bank & Trust Co 13
Vectors Research Management, LLC 13
Banque Pictet & Cie Sa 13
Advocacy Wealth Management Services, LLC 13
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 13
Krilogy Financial LLC 13
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 13
Symmetry Peak Management Llc 13
Tcwp Llc 13
Miracle Mile Advisors, LLC 13
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 13
Emerald Advisers, Llc 13
West Tower Group, LLC 13
Van Hulzen Asset Management, LLC 13
Hazlett, Burt & Watson, Inc. 13
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 13
Royal London Asset Management Ltd 13
Financial Counselors Inc 13
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 13
John Hancock Hedged Equity & Income Fund 13
Redwood Investment Management, Llc 13
Turner Investments, L.p. 13
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 13
Wedmont Private Capital 13
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 13
Turtle Creek Wealth Advisors, LLC 13
Integrated Wealth Management 13
Lecap Asset Management Ltd 13
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 13
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 13
Vicus Capital 13
Mizuho Securities Usa Llc 13
Essex Financial Services, Inc. 13
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 13
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 13
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 13
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 13
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 13
URTH - iShares, Inc. - iShares MSCI World ETF 13
Frazier Financial Advisors, LLC 13
Ballentine Partners, LLC 13
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 13
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 13
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 13
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 13
Oakworth Capital, Inc. 13
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 13
Abich Financial Wealth Management LLC 13
Financial Network Wealth Advisors LLC 13
Ibex Wealth Advisors 13
Bbva Usa 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 13
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 13
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 13
I.g. Investment Management, Ltd. 13
Loeb Partners Corp 13
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 13
Forward Management, LLC 13
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 13
Gideon Capital Advisors, Inc. 13
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 13
AIA Group Ltd 13
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 13
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 13
Liberty Wealth Management Llc 13
Tucker Asset Management Llc 13
Nvwm, Llc 13
Lincoln National Corp 13
Nuveen S&p 500 Dynamic Overwrite Fund 13
Tradeworx Inc. 13
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 13
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 13
Strategic Blueprint, LLC 13
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 13
Oliver Lagore Vanvalin Investment Group 13
KAMES CAPITAL plc 12
Voya Senior Income Fund 12
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 12
Amerivest Investment Management LLC 12
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 12
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 12
CWA Asset Management Group, LLC 12
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 12
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 12
Dfpg Investments, Llc 12
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 12
Oppenheimer Quest For Value Funds 12
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 12
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 12
Tradewinds Capital Management, LLC 12
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 12
Worldquant Millennium Advisors Llc 12
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 12
Dorsey & Whitney Trust CO LLC 12
Forsta Ap-fonden 12
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 12
Kaizen Advisory, Llc 12
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 12
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 12
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 12
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 12
Putnam Fl Investment Management Co 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 12
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 12
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 12
PSI Advisors, LLC 12
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 12
Cohen & Steers Reit & Preferred Income Fund Inc 12
Alaska Permanent Fund Corp 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 12
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 12
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 12
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 12
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 12
Jpmorgan Trust Iii 12
Teton Advisors, Inc. 12
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 12
GFFIX - Gator Series Trust - Gator Financial Fund 12
Americafirst Capital Management, Llc 12
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 12
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 12
Chase Investment Counsel Corp 12
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 12
River & Mercantile Asset Management Llp 12
D'Orazio & Associates, Inc. 12
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 12
Pensionmark Financial Group, Llc 12
Frank, Rimerman Advisors LLC 12
Addison Advisors LLC 12
Arden Trust Co 12
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 12
Lloyd Advisory Services, LLC. 12
Central Pacific Bank - Trust Division 12
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 12
Kavar Capital Partners, LLC 12
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 12
Paragon Capital Management Ltd 12
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 12
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 12
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 12
VTL Associates, LLC 12
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 12
Renaissance Group Llc 12
Mariner Investment Group Llc 12
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF 12
Apriem Advisors 12
Lake Point Wealth Management 12
Silvercrest Asset Management Group Llc 12
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 12
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 12
Associated Banc-corp 12
Westchester Capital Management, LLC 12
Global Wealth Management Investment Advisory, Inc. 12
Colonial Trust Advisors 12
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 12
Ghisallo Capital Management LLC 12
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 12
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 12
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 12
Cacti Asset Management Llc 12
DGS Capital Management, LLC 12
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 12
AdvisorShares Investments LLC 12
Washington Trust Advisors, Inc. 12
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 12
Exos Asset Management LLC 12
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 12
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 12
Linden Advisors Lp 12
PGGM Investments 12
Rockefeller Financial Services Inc 12
Ativo Capital Management LLC 12
Lake Street Advisors Group, Llc 12
Aaron Wealth Advisors LLC 12
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 12
Donald L. Hagan, LLC 12
Register Financial Advisors LLC 12
Canton Hathaway, LLC 12
Callan Family Office, LLC 12
Advent Capital Management /de/ 12
Qci Asset Management Inc/ny 12
VCULX - VALIC Co I - Growth Fund 12
Connectus Wealth, LLC 12
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 12
Seeyond 12
Polymer Capital Management (US) LLC 12
Wexford Capital Lp 12
Fayez Sarofim & Co 12
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 12
First City Capital Management, Inc. 12
Brown Advisory Securities, LLC 12
Destination Wealth Management 12
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 12
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 12
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 12
Dividend Asset Capital, Llc 12
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 12
HB Wealth Management, LLC 12
Central Bank & Trust Co 12
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 12
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 12
Mason Street Advisors, Llc 12
Camelot Portfolios, LLC 12
Mcdonald Partners Llc 12
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 12
Partnervest Advisory Services LLC 12
Dogwood Wealth Management LLC 12
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 12
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 12
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 12
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 12
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 12
Absolute Return Capital, LLC 12
Harel Insurance Investments & Financial Services Ltd. 12
Pacitti Group Inc. 12
Cannon Global Investment Management, LLC 12
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 12
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 12
IFM Investors Pty Ltd 12
Cary Street Partners Financial Llc 12
American Financial Network Advisory Services Llc 12
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 12
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
Heritage Wealth Management, Llc 12
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 12
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 12
Edmond De Rothschild Holding S.a. 12
Ahrens Investment Partners LLC 12
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 12
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 12
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 12
Zions Bancorporation 12
TD Capital Management LLC 12
Sierra Capital LLC 12
Virtus ETF Advisers LLC 12
Lombard Odier Asset Management (USA) Corp 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
Flinton Capital Management LLC 12
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 12
Kilter Group LLC 12
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 12
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 12
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 12
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 12
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 12
Strycker View Capital Llc 12
Eastern Bank 12
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 12
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 12
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 12
Herndon Capital Management Llc 12
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 12
Oppenheimer Variable Account Funds 12
Stonnington Group, Llc 12
Glg Llc 12
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 12
Hanson & Doremus Investment Management 12
Three Corner Global Investors LP 12
Stoneridge Investment Partners Llc 12
Icon Advisers Inc/co 12
Scarborough Advisors, LLC 12
Legg Mason Investment Counsel, LLC 12
Stonebridge Capital Advisors LLC 12
Vivaldi Capital Management, LLC 12
Glenview Trust Co 12
Planned Solutions, Inc. 12
Level Four Advisory Services, Llc 12
Royce Micro-cap Trust, Inc /md/ 12
Zeke Capital Advisors, Llc 12
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 12
Icon Wealth Partners, LLC 12
Norinchukin Bank, The 12
Atlas Capital Advisors Llc 12
Institute for Wealth Management, LLC. 12
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 12
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 12
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 12
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 12
Harvest Investment Services, LLC 12
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 12
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 12
Bluefin Trading, LLC 12
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 12
Iron Horse Wealth Management, LLC 12
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 12
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 12
Advantage Advisers Xanthus Fund, L.l.c. 12
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 12
Belvedere Trading LLC 12
Barrow Hanley Mewhinney & Strauss Llc 12
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 12
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 12
Hodges Capital Management Inc. 12
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 12
Sheets Smith Wealth Management 12
Greenwood Capital Associates Llc 12
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
First Command Advisory Services, Inc. 12
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 12
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 12
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 11
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 11
AlphaMark Advisors, LLC 11
Perkins Coie Trust Co 11
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 11
EAM Global Investors LLC 11
Transcend Wealth Collective, Llc 11
Linden Thomas Advisory Services, LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 11
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 11
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 11
SLIM - Janus Detroit Street Trust - The Obesity ETF 11
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 11
Fsi Group, Llc 11
Unigestion Holding SA 11
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 11
Old Mutual Customised Solutions (proprietary) Ltd 11
Center for Financial Planning, Inc. 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 11
Capital Advisory Group Advisory Services, LLC 11
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 11
Bellevue Asset Management, Llc 11
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 11
V-Square Quantitative Management LLC 11
Pinnacle Holdings, LLC 11
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 11
Fifth Third Wealth Advisors LLC 11
Buckingham Strategic Wealth, Llc 11
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 11
Nwam Llc 11
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 11
Pinz Capital Management, LP 11
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 11
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 11
Emerald Investment Partners, Llc 11
T. Rowe Price Investment Management, Inc. 11
BancorpSouth Bank 11
ACG Wealth 11
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 11
Rossby Financial, LCC 11
Great Diamond Partners, LLC 11
Tlp Group Llc 11
Steel Peak Wealth Management LLC 11
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 11
Mazama Capital Management Inc 11
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 11
Foster & Motley Inc 11
Symmetry Partners, LLC 11
Allen Investment Management LLC 11
Kingswood Wealth Advisors, Llc 11
Global Endowment Management, LP 11
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 11
Chartwell Investment Partners, Llc 11
Roosevelt Investment Group Llc 11
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 11
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 11
Portside Wealth Group, LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 11
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 11
Capital International Sarl 11
Capital Impact Advisors, LLC 11
Winfield Associates, Inc. 11
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 11
Bourgeon Capital Management Llc 11
Redpoint Investment Management Pty Ltd 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 11
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 11
Transce3nd, LLC 11
Capital A Wealth Management, LLC 11
Confluence Investment Management Llc 11
Serengeti Asset Management LP 11
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 11
Nbt Bank N A /ny 11
Burney Co/ 11
JBF Capital, Inc. 11
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 11
Castleark Management Llc 11
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 11
Orinda Asset Management LLC 11
Lmp Capital & Income Fund Inc. 11
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 11
Axiom Investment Management LLC 11
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 11
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 11
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 11
Kentucky Retirement Systems Insurance Trust Fund 11
Pennsylvania Trust Co 11
Community Bank, N.A. 11
Partners Group Private Equity (master Fund), Llc 11
E. Ohman J:or Asset Management AB 11
Ten Capital Wealth Advisors, LLC 11
WealthTrust-Arizona, LLC 11
Highland Capital Management Fund Advisors, L.p. 11
ClearAlpha Technologies LP 11
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 11
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 11
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 11
Standard Life Investments LTD 11
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 11
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 11
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 11
Kentucky Retirement Systems 11
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 11
Sentry Investment Management Llc 11
Westover Capital Advisors, LLC 11
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF 11
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 11
Tri-continental Corp 11
Accel Wealth Management 11
Bridges Investment Management Inc 11
Rathbone Brothers plc 11
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 11
Triad Wealth Partners, LLC 11
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 11
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 11
West Branch Capital LLC 11
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 11
Hilltop National Bank 11
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 11
Carmel Capital Partners, LLC 11
Dean Investment Associates, Llc 11
Tuttle Tactical Management LLC 11
Blume Capital Management, Inc. 11
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 11
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 11
STXM - EA Series Trust - Strive Mid-Cap ETF 11
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 11
Dynamic Technology Lab Pte Ltd 11
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 11
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 11
Change Path, LLC 11
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 11
Truewealth Llc 11
PARK CIRCLE Co 11
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 11
BTC Capital Management, Inc. 11
Legacy Advisors, LLC 11
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 11
Virtue Capital Management, LLC 11
Guggenheim Strategic Opportunities Fund 11
Corsair Capital Management, L.p. 11
Profunds - Profund Vp Ultramid-cap 11
Robertson Stephens Wealth Management, LLC 11
Alpha Paradigm Partners, LLC 11
Inspire Advisors, LLC 11
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 11
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 11
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 11
Phoenix Holdings Ltd. 11
TRUE Private Wealth Advisors 11
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 11
Calton & Associates, Inc. 11
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 11
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 11
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 11
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 11
Boston Trust Walden Corp 11
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 11
Alpha DNA Investment Management LLC 11
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 11
F/M Investments LLC 11
Castellan Group, LLC 11
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 11
Dearborn Partners Llc 11
Mizuho Trust & Banking Co., Ltd. 11
Granite Investment Partners, LLC 11
Capital Investment Advisors, LLC 11
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 11
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 11
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 11
General Motors Investment Management Corp 11
Alpha Omega Wealth Management LLC 11
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
Ellis Investment Partners, LLC 11
Advisors Capital Management, LLC 11
Retirement Group, LLC 11
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 11
Santa Fe Partners LLC 11
Skaana Management L.P. 11
Osborn Rohs Williams & Donohoe Ltd 11
Gyl Financial Synergies, Llc 11
Sandia Investment Management LP 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 11
Munder Capital Management 11
Knights of Columbus Asset Advisors LLC 11
Qs Batterymarch Financial Management, Inc 11
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 11
Curi Wealth Management, LLC 11
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 11
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 11
South Dakota Investment Council 11
New Millennium Group LLC 11
Ridgewood Investments LLC 11
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 11
Pinnacle Bancorp, Inc. 11
Omnia Family Wealth, LLC 11
Savior LLC 11
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 11
Crawford Investment Counsel Inc 11
Verity Asset Management, Inc. 11
Wright Investors Service Inc 11
Infrastructure Capital Advisors, Llc 11
Calvert Investment Management, Inc. 11
Shay Capital LLC 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 11
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 11
Krane Funds Advisors LLC 11
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 11
Reynolds Capital Management Llc 11
Clear Street Llc 11
Royce Global Value Trust, Inc. 11
Metis Global Partners, LLC 11
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 11
Cowen And Company, Llc 11
KIFAX - Forward Funds - Salient Select Income Fund Class A 11
Honeywell International Inc 11
Phocas Financial Corp. 11
UMPIX - Profunds - Ultramid-cap Profund Investor Class 11
Williams Jones & Associates LLC 11
Teton Westwood Funds 11
MDPIX - Profunds - Mid-cap Profund Investor Class 11
Cannell Peter B & Co Inc 11
Delos Wealth Advisors, LLC 11
Buckingham Strategic Partners 11
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 11
Waratah Capital Advisors Ltd. 11
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 11
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 11
MYDA Advisors LLC 11
RFP Financial Group LLC 11
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 11
Harvest Group Wealth Management, Llc 11
Spears Abacus Advisors LLC 11
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 11
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 11
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 11
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 11
Oakbrook Investments Llc 11
AMG National Trust Bank 11
Dai-Ichi Life Insurance Company, Ltd 11
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 11
Moloney Securities Asset Management, LLC 11
Foundry Partners, LLC 11
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 11
Foxby Corp. 11
Eaton Vance Short Duration Diversified Income Fund 11
Chiron Investment Management, LLC 11
Select Equity Group, L.P. 11
Tarbox Family Office, Inc. 11
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 11
Tiverton Asset Management Llc 11
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 11
Bradley Foster & Sargent Inc/ct 11
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 11
WealthTrust Fairport, LLC 11
Greenland Capital Management LP 11
Fieldview Capital Management, LLC 11
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 11
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 11
Kula Investments, LLC 11
Fft Wealth Management Llc 11
Texas Yale Capital Corp. 11
First Midwest Bank Trust Division 11
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 11
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 11
Oxbow Advisors, LLC 11
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 11
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 11
Arbiter Partners Capital Management LLC 11
Readystate Asset Management Lp 11
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 10
Acap Strategic Fund 10
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 10
Mbb Public Markets I Llc 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 10
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 10
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 10
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 10
Bank Julius Baer & Co. Ltd, Zurich 10
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 10
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 10
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 10
Planning Capital Management Corp 10
HBK Sorce Advisory LLC 10
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 10
Bruderman Asset Management, LLC 10
Main Street Group, LTD 10
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 10
Rotella Capital Management, Inc. 10
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 10
Cramer Rosenthal Mcglynn Llc 10
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 10
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 10
Personal Cfo Solutions, Llc 10
Williams Jones Wealth Management, LLC. 10
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 10
Childress Capital Advisors, Llc 10
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 10
Callodine Capital Management, LP 10
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 10
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 10
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 10
SOA Wealth Advisors, LLC. 10
Kanaly Trust Co 10
Bank Of Hawaii 10
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 10
Primark Private Equity Investments Fund 10
IWC - iSHARES TRUST - iShares Micro-Cap ETF 10
Burgundy Asset Management Ltd. 10
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 10
RBB FUND, INC. - Adara Smaller Companies Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 10
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 10
TrimTabs Asset Management, LLC 10
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 10
Vaughan Nelson Investment Management, L.p. 10
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 10
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 10
Vertex One Asset Management Inc. 10
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 10
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 10
NorthRock Partners, LLC 10
Cornerstone Investment Partners, LLC 10
Impax Asset Management Group plc 10
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 10
Transamerica Partners Funds Group 10
Wade G W & Inc 10
Doyle Wealth Management 10
Rothschild Asset Management Inc 10
Zions Bancorporation, National Association /ut/ 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 10
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 10
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 10
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 10
Markel Corp 10
Banque Transatlantique SA 10
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 10
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 10
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 10
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 10
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 10
PFG Private Wealth Management, LLC 10
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 10
Gofen & Glossberg Llc /il/ 10
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 10
Howard Hughes Medical Institute 10
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 10
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 10
Aurora Investment Counsel 10
Bahl & Gaynor Inc 10
BlueCrest Capital Management LLP 10
Choate Investment Advisors 10
Dynamic Advisor Solutions LLC 10
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 10
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 10
Eisler Capital Management Ltd. 10
Meketa Investment Group Inc /adv 10
Shikiar Asset Management Inc 10
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 10
StoneX Group Inc. 10
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 10
LBA Wealth Management, LLC 10
Marino, Stram & Associates Llc 10
Alpenglow Capital LP 10
Vanguard Explorer Fund 10
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 10
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 10
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 10
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 10
Schechter Investment Advisors, LLC 10
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 10
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 10
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 10
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 10
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 10
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 10
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 10
Jamison Private Wealth Management, Inc. 10
Mount Lucas Management LP 10
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 10
Detwiler Fenton Investment Management LLC 10
Clifford Swan Investment Counsel Llc 10
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 10
Bremer Trust National Association 10
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 10
Wakefield Asset Management LLLP 10
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 10
Carmichael Hill & Associates, Inc. 10
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 10
Wealthbridge Capital Management, Llc 10
Coastal Bridge Advisors, LLC 10
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 10
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 10
Binnacle Investments Inc 10
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 10
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 10
Comerica Securities Inc 10
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 10
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 10
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 10
Decade Capital Management Llc 10
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 10
First National Trust Co 10
GLG Partners LP 10
R&F Capital Advisors LP 10
New Amsterdam Partners Llc/ny 10
Barrett Asset Management, LLC 10
Cypress Capital Management LLC (WY) 10
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 10
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 10
Prospector Partners Llc 10
Syon Capital Llc 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
IXG - iSHARES TRUST - iShares Global Financials ETF 10
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 10
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 10
Bray Capital Advisors 10
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 10
River Road Asset Management, LLC 10
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 10
Lenox Wealth Management, Inc. 10
Meketa Capital, LLC 10
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 10
Girard Partners Ltd. 10
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 10
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 10
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 10
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 10
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 10
NINE MASTS CAPITAL Ltd 10
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 10
Stonebridge Financial Group, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 10
Transamerica Partners Funds Group Ii 10
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 10
Calamos Dynamic Convertible & Income Fund 10
Smallcap World Fund Inc 10
Dunhill Financial, LLC 10
Ssi Investment Management Llc 10
West Oak Capital, LLC 10
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 10
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 10
Mill Creek Capital Advisors, LLC 10
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 10
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 10
ICA Group Wealth Management, LLC 10
Ameriflex Group, Inc. 10
Scoria Capital Partners LP 10
Rakuten Investment Management, Inc. 10
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 10
Rivernorth Opportunities Fund, Inc. 10
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 10
683 Capital Management, LLC 10
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 10
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 10
RFG Advisory, LLC 10
EA Series Trust 10
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 10
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 10
Polaris Wealth Advisory Group, LLC 10
Spdr S&p Midcap 400 Etf Trust 10
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 10
Radnor Capital Management, LLC 10
VisionPoint Advisory Group, LLC 10
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 10
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 10
YHB Investment Advisors, Inc. 10
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 10
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 10
Meridian Wealth Management, LLC 10
Ruggie Capital Group 10
Trustmark National Bank Trust Department 10
Paradigm Financial Partners, Llc 10
Profunds - Profund Vp Mid-cap Growth 10
Summit Financial, LLC 10
Private Wealth Partners, LLC 10
Taylor Hoffman Wealth Management 10
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 10
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 10
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 10
Nations Financial Group Inc, /ia/ /adv 10
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 10
Cvi Holdings, Llc 10
Beach Investment Counsel Inc/pa 10
Scout Investments, Inc. 10
Lebenthal Global Advisors, LLC 10
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 10
First Foundation Advisors 10
Quad-Cities Investment Group, LLC 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 10
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 10
CBIZ Investment Advisory Services, LLC 10
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 10
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 10
Kelly Financial Services LLC 10
IMA Wealth, Inc. 10
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 10
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 10
Adviser Investments LLC 10
Jump Trading, LLC 10
Sittner & Nelson, Llc 10
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 10
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 10
Appleton Partners Inc/ma 10
Coatue Management Llc 10
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 10
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 10
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 10
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 10
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 10
Bremer Bank National Association 10
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 10
Monument Capital Management 10
Maple Securities Usa Inc 10
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 10
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 10
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 10
Nachman Norwood & Parrott, Inc 10
VBCVX - VALIC Co I - Systematic Value Fund 10
USS Investment Management Ltd 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 10
Ostrum Asset Management 10
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 10
VMIDX - VALIC Co I - Mid Cap Index Fund 10
VCSMX - VALIC Co I - Small Cap Fund 10
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 10
Gen-Wealth Partners Inc 10
Lebenthal Asset Management, LLC 10
Banco Bilbao Vizcaya Argentaria, S.a. 10
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 10
tru Independence LLC 10
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 10
VGLSX - VALIC Co I - Global Strategy Fund 10
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 10
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 10
MASTER BOND LLC - Master Total Return Portfolio 10
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 10
Cohen & Steers Select Preferred & Income Fund, Inc. 10
Banco de Sabadell, S.A 10
Jackson Square Capital, Llc 10
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 10
NorthCoast Asset Management LLC 10
HYLD - Exchange Listed Funds Trust - High Yield ETF 10
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 10
Desjardins Global Asset Management Inc. 10
Allred Capital Management, LLC 10
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 10
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 10
Hirtle Callaghan & Co LLC 10
Naples Global Advisors, Llc 10
Evolution Wealth Advisors, LLC 10
Equitec Specialists, Llc 10
M&G Plc 10
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 10
Parcion Private Wealth LLC 10
Western Pacific Wealth Management, LP 10
Investment Centers Of America Inc 10
Cantor Fitzgerald, L. P. 10
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 10
Inscription Capital, LLC 10
Qtron Investments LLC 10
NOMIX - Northern Funds - Northern Mid Cap Index Fund 10
Millstone Evans Group, LLC 10
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 10
GoalVest Advisory LLC 10
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 10
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 10
CI Global Investments Inc. 10
Exane Derivatives 10
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 10
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 10
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 10
Eaton Vance Floating-rate 2022 Target Term Trust 10
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 10
Whitebox Advisors Llc 10
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 10
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 10
Stux Capital Management, LLC 10
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 10
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 10
Griffin Asset Management, Inc. 10
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 10
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 10
Shanda Payment Holdings Ltd. 10
Wayfinding Financial, LLC 10
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 10
Richardson Financial Services Inc. 10
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 10
Kowal Investment Group, LLC 10
Counterpoint Mutual Funds LLC 10
Sterling Investment Advisors, Ltd. 10
Phase 2 Partners, LLC 10
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 10
Nova Wealth Management, Inc. 10
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 10
Atomi Financial Group, Inc. 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 9
Kendall Capital Management 9
Pin Oak Investment Advisors Inc 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 9
Munder Series Trust 9
Claybrook Capital, LLC 9
Campbell Multi-strategy Trust 9
Chicago Capital, LLC 9
Stonehage Fleming Financial Services Holdings Ltd 9
Gables Capital Management Inc. 9
Minichmacgregor Wealth Management, Llc 9
Shaolin Capital Management LLC 9
Easterly Investment Partners Llc 9
Princeton Global Asset Management LLC 9
H2o Am Llp 9
Algebris (uk) Ltd 9
Salomon & Ludwin, LLC 9
Graves-Light Private Wealth Management, Inc. 9
Essex Savings Bank 9
Enlightenment Research, LLC 9
Stamos Capital Partners, L.p. 9
Asahi Life Asset Management Co., Ltd. 9
Islet Management, LP 9
Aptus Capital Advisors, LLC 9
Next Capital Management LLC 9
Karpus Management, Inc. 9
Brown, Lisle/cummings, Inc. 9
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 9
Amplify ETF Trust - Amplify AI Powered Equity ETF 9
West Family Investments, Inc. 9
Pineridge Advisors LLC 9
Voisard Asset Management Group, Inc. 9
Caitlin John, LLC 9
Plato Investment Management Ltd 9
Rakuten Securities, Inc. 9
M Holdings Securities, Inc. 9
Albion Financial Group /ut 9
Migdal Insurance & Financial Holdings Ltd. 9
Granahan Investment Management Inc/ma 9
Peapack Gladstone Financial Corp 9
iA Global Asset Management Inc. 9
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 9
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 9
PFG Investments, LLC 9
Morningstar Investment Services LLC 9
S&t Bank/pa 9
Meeder Advisory Services, Inc. 9
Edge Asset Management, Inc 9
Aberdeen Asset Management Plc/uk 9
Channing Capital Management, LLC 9
Adirondack Trust Co 9
Glass Jacobson Investment Advisors llc 9
Redwood Wealth Management Group, LLC 9
Icon Wealth Advisors, LLC 9
Seizert Capital Partners, Llc 9
Trifecta Capital Advisors, LLC 9
Douglass Winthrop Advisors, LLC 9
STRV - EA Series Trust - Strive 500 ETF 9
Citizens Business Bank 9
Romano Brothers And Company 9
Tdam Usa Inc. 9
Context Capital Management, LLC 9
Advisory Alpha, LLC 9
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 9
Roble, Belko & Company, Inc 9
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 9
Prescott Group Capital Management, L.l.c. 9
My Personal CFO, LLC 9
Corrado Advisors, Llc 9
Manning & Napier Advisors Llc 9
Sterneck Capital Management, LLC 9
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 9
City State Bank 9
Ascent Group, LLC 9
Horizon Investment Services, LLC 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
ASR Vermogensbeheer N.V. 9
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 9
Calamos Wealth Management LLC 9
Axiom International Investors Llc /de 9
Ascend Capital, Llc 9
Bridgecreek Investment Management, LLC 9
Stonegate Investment Group, LLC 9
Arcadia Investment Management Corp/mi 9
Prosperity Consulting Group, LLC 9
Legato Capital Management LLC 9
Mizuho Asset Management Co.,Ltd. 9
Gluskin Sheff & Assoc Inc 9
Amplius Wealth Advisors, LLC 9
VSR Financial Services, Inc. 9
New Jersey Better Educational Savings Trust 9
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 9
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 9
Ranger International Management, LP 9
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 9
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 9
Hennessy Advisors Inc 9
Strategy Asset Managers Llc 9
VVSCX - VALIC Co I - Small Cap Value Fund 9
Miller Howard Investments Inc /ny 9
Trust Co Of Toledo Na /oh/ 9
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 9
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 9
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 9
Lansforsakringar Fondforvaltning AB (publ) 9
44 Wealth Management Llc 9
Tiedemann Advisors, Llc 9
NinePointTwo Capital 9
Investment Management Corp of Ontario 9
Mercer Capital Advisers, Inc. 9
Heron Bay Capital Management 9
Thompson Investment Management, Inc. 9
Park Square Financial Group, LLC 9
Golden State Equity Partners 9
High Note Wealth, LLC 9
Bellwether Advisors, LLC 9
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 9
Clearview Wealth Advisors LLC 9
First Pacific Financial 9
QCM Cayman, Ltd. 9
Brighton Jones Llc 9
Cim Investment Mangement Inc 9
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 9
Denver Investment Advisors Llc 9
Hussman Strategic Advisors, Inc. 9
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 9
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 9
Ogorek Anthony Joseph /ny/ /adv 9
Triangle Securities Wealth Management 9
Winch Advisory Services, LLC 9
Orrstown Financial Services Inc 9
Consolidated Planning Corp 9
Winton Capital Management Ltd 9
RMR Wealth Builders 9
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 9
Total Clarity Wealth Management, Inc. 9
Country Trust Bank 9
Great Lakes Retirement, Inc. 9
New England Research & Management, Inc. 9
VNBTrust, National Association 9
Hohimer Wealth Management, Llc 9
Df Dent & Co Inc 9
Strategic Wealth Advisors Group, LLC 9
Basso Capital Management, L.p. 9
Logan Capital Management Inc 9
Madison Wealth Management 9
Farringdon Capital, Ltd. 9
CTC Alternative Strategies, Ltd. 9
Hurley Capital, LLC 9
Gladius Capital Management LP 9
Quest 10 Wealth Builders, Inc. 9
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 9
Verity & Verity, LLC 9
Northeast Financial Consultants Inc 9
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 9
Kingfisher Capital LLC 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 9
Sugarloaf Wealth Management, LLC 9
Ninety One UK Ltd 9
Power Corp of Canada 9
Frontier Capital Management Co Llc 9
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 9
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 9
National Pension Service 9
Resona Asset Management Co.,Ltd. 9
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 9
Family Management Corp 9
Bryce Point Capital, LLC 9
Fairfield, Bush & Co. 9
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 9
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 9
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 9
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 9
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 9
SSO - PROSHARES TRUST - ProShares Ultra S&P500 9
Mraz, Amerine & Associates, Inc. 9
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 9
Chemical Bank 9
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 9
Telemetry Investments, L.L.C. 9
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 9
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 9
Kohlberg Kravis Roberts & Co. L.P. 9
Clean Yield Group 9
Atlantic Union Bankshares Corp 9
Tsfg, Llc 9
Handelsinvest Investeringsforvaltning 9
V Wealth Advisors LLC 9
Private Ocean, LLC 9
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 9
Mint Tower Capital Management B.V. 9
Old Second National Bank Of Aurora 9
Raab & Moskowitz Asset Management LLC 9
Blackstone Group Inc 9
AlphaCore Capital LLC 9
J.Safra Asset Management Corp 9
Matarin Capital Management, LLC 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 9
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 9
Coe Capital Management, LLC 9
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 9
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 9
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 9
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 9
BLPIX - Profunds - Bull Profund Investor Class 9
SVPIX - Profunds - Small-cap Value Profund Investor Class 9
Wealthsource Partners, Llc 9
ULPIX - Profunds - Ultrabull Profund Investor Class 9
SGPIX - Profunds - Small-cap Growth Profund Investor Class 9
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 9
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 9
Cambria Investment Management, L.P. 9
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 9
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 9
TCTC Holdings, LLC 9
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 9
Lombard Odier Asset Management (Europe) Ltd 9
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 9
Gardner Lewis Asset Management L P 9
Dai-ichi Life Holdings, Inc. 9
Partners Group Holding AG 9
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 9
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 9
Allegis Investment Advisors, LLC 9
Advance Capital I Inc 9
Klingman & Associates, LLC 9
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 9
ICONIQ Capital, LLC 9
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 9
Blue Arrow Capital Management Llc 9
City National Bank 9
Caldwell Securities, Inc 9
Avanza Fonder AB 9
NuWave Investment Management, LLC 9
Man Investments Ltd 9
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 9
Formula Growth Ltd 9
Wilmington Trust, National Association 9
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 9
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 9
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 9
Corient Capital Partners, LLC 9
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 9
First Command Financial Services, Inc. 9
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 9
McAdam, LLC 9
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 9
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 9
Total Investment Management Inc 9
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 9
Tyers Asset Management LLC 9
Neuburgh Advisers LLC 9
Engle Capital Management, L.P. 9
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 9
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 9
PenderFund Capital Management Ltd. 9
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 9
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 9
Bfsg, Llc 9
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 9
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 9
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 9
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 9
Tiaa, Fsb 9
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 9
Profunds - Profund Vp Ultrabull 9
Profunds - Profund Vp Bull 9
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 9
Profunds - Profund Vp Small-cap Growth 9
Profunds - Profund Vp Small-cap Value 9
Close Asset Management Ltd 9
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 9
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 9
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 9
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 9
IFG Advisory, LLC 9
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 9
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 9
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 9
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 9
Voya Global Advantage & Premium Opportunity Fund 9
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 9
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 9
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 9
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 9
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 9
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 9
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 9
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 9
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 9
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 9
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 9
PENN SERIES FUNDS INC - Small Cap Value Fund 9
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 9
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 9
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 9
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 9
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 9
Gdl Fund 9
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 9
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 9
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 9
TIMOTHY PLAN - Timothy Strategic Variable 9
American Funds Insurance Series 9
WUSAX - WANGER ADVISORS TRUST - Wanger USA 9
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 9
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 9
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 9
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 9
John Hancock Financial Opportunities Fund 9
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 9
Us Global Investors Funds 9
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 9
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 9
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 9
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 9
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 9
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 9
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 9
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 9
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 9
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 9
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 9
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 9
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 9
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 9
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 9
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 9
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 9
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 9
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 9
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 9
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 9
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 9
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 9
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 9
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 9
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 9
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 9
Horizons Etf Trust I 9
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 9
Calamos Global Dynamic Income Fund 9
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 9
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 9
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 9
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 9
Ridgeworth Funds 9
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 9
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 9
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 9
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 9
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 9
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 9
Clarus Wealth Advisors 9
Bedel Financial Consulting, Inc. 9
Smh Capital Advisors Inc 9
Independence Bank of Kentucky 9
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 9
Carillon Tower Advisers, Inc. 9
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 9
Poehling Capital Management, LLC 9
NOBOX - Northern Funds - Northern Bond Index Fund 9
Kiley Juergens Wealth Management, Llc 9
Providence Capital Advisors, LLC 9
Highline Wealth Partners Llc 9
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 9
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 9
Farmers & Merchants Trust Co of Chambersburg PA 8
Pier 88 Investment Partners Llc 8
Islay Capital Management, Llc 8
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 8
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 8
Spirit Of America Management Corp/ny 8
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 8
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 8
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 8
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 8
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 8
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 8
Brave Asset Management Inc 8
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 8
Saudi Central Bank 8
Congress Asset Management Co /ma 8
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 8
Boston Provident, L.p. 8
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 8
State of New Jersey Common Pension Fund A 8
Invenomic Capital Management LP 8
Hunting Hill Global Capital, LLC 8
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 8
Hcim Trust 8
Redhawk Wealth Advisors, Inc. 8
Graypoint LLC 8
TCF National Bank 8
Keeley-Teton Advisors, LLC 8
LMR Master Fund Ltd 8
Springhouse Capital Management, LP 8
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 8
Keystone Financial Group 8
Vulcan Value Partners, LLC 8
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 8
Polianta Ltd 8
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 8
First National Bank Sioux Falls 8
Beaird Harris Wealth Management, LLC 8
Longboard Asset Management, LP 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 8
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 8
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
EdgeRock Capital LLC 8
Fortis Capital Advisors, LLC 8
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 8
Bragg Financial Advisors, Inc 8
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 8
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 8
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 8
Evermay Wealth Management Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 8
Periscope Capital Inc. 8
Arcus Capital Partners, LLC 8
Summit Partners Public Asset Management, Llc 8
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 8
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 8
Fortitude Advisory Group L.L.C. 8
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 8
SageView Advisory Group, LLC 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 8
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 8
AUERX - Unified Series Trust - Auer Growth Fund 8
RiverFront Investment Group, LLC 8
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 8
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 8
Profunds - Profund Vp Mid-cap Value 8
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 8
Profunds - Profund Vp Large-cap Value 8
Diamond Hill Capital Management Inc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 8
Glg Inc. 8
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 8
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 8
Tritonpoint Wealth, Llc 8
NOSIX - Northern Funds - Northern Stock Index Fund 8
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 8
Apex Capital Management 8
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 8
FSA Wealth Management LLC 8
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 8
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 8
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 8
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 8
Green Square Capital Advisors Llc 8
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 8
Measured Wealth Private Client Group, LLC 8
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 8
ProVise Management Group, LLC 8
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 8
Fortis Advisors, LLC 8
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 8
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 8
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 8
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8
WFA of San Diego, LLC 8
Custom Index Systems, Llc 8
Wetzel Investment Advisors, Inc. 8
Royal Fund Management, LLC 8
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 8
Investors Capital Advisory Services 8
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 8
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 8
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 8
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 8
Amica Mutual Insurance Co 8
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 8
ORG Wealth Partners, LLC 8
Adalta Capital Management LLC 8
Marshall & Sterling Wealth Advisors Inc. 8
Bel Air Investment Advisors Llc 8
Northwest Financial Advisors 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 8
Alphasimplex Group, Llc 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 8
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF 8
Bulldog Investors, LLP 8
Banco Santander, S.A. 8
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 8
Portman Square Capital LLP 8
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 8
VCBCX - VALIC Co I - Blue Chip Growth Fund 8
Contrarius Investment Management Ltd 8
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 8
VSTIX - VALIC Co I - Stock Index Fund 8
First PREMIER Bank 8
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 8
Pekin Hardy Strauss, Inc. 8
Credential Qtrade Securities Inc. 8
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 8
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 8
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
Strategic Global Advisors, LLC 8
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 8
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 8
180 Wealth Advisors, Llc 8
Generali Asset Management SPA SGR 8
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 8
Eagle Global Advisors Llc 8
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 8
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 8
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 8
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 8
Leap Investments Lp 8
Oliver Luxxe Assets LLC 8
Rosenberg Matthew Hamilton 8
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 8
Axxcess Wealth Management, Llc 8
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 8
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 8
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 8
PWS - Pacer Funds Trust - Pacer WealthShield ETF 8
Degroof Petercam Asset Management 8
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 8
Platform Technology Partners 8
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 8
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
1st Global Advisors, Inc. 8
Affinity Investment Advisors, Llc 8
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 8
Cohen & Steers Infrastructure Fund Inc 8
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 8
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 8
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 8
Segment Wealth Management, LLC 8
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 8
Advent Claymore Convertible Securities & Income Fund 8
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 8
Parisi Gray Wealth Management 8
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 8
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 8
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 8
L & S Advisors Inc 8
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 8
Armstrong Advisory Group, Inc 8
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 8
Manchester Financial Inc 8
University Of Texas/texas Am Investment Managment Co 8
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 8
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 8
Delta Lloyd Nv 8
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 8
Godsey & Gibb Associates 8
Osborne Partners Capital Management, Llc 8
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 8
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 8
Global Trust Asset Management, LLC 8
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 8
Acuity Investment Management Inc 8
Parsons Capital Management Inc/ri 8
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 8
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 8
HighMark Wealth Management LLC 8
Fidelis Capital Partners, LLC 8
Corbenic Partners LLC 8
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 8
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 8
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 8
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 8
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 8
Flow Traders U.s. Llc 8
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 8
CCMG - EA Series Trust - CCM Global Equity ETF 8
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 8
Coastline Trust Co 8
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 8
Dean Capital Management 8
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 8
LVW Advisors, LLC 8
Piermont Capital Management LLC 8
Ellsworth Advisors, LLC 8
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 8
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 8
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 8
Baker Tilly Financial, Llc 8
LVPIX - Profunds - Large-cap Value Profund Investor Class 8
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 8
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 8
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 8
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 8
Keebeck Wealth Management, LLC 8
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 8
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 8
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 8
MLPIX - Profunds - Mid-cap Value Profund Investor Class 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
Annapolis Financial Services, LLC 8
Cubic Asset Management, LLC 8
Reby Advisors, LLC 8
Northern Right Capital Management, L.P. 8
Selective Wealth Management, Inc. 8
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 8
Cupps Capital Management, LLC 8
Charter Oak Capital Management, LLC 8
Nikko Asset Management Americas, Inc. 8
Angelo Gordon & Co., L.p. 8
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 8
Pacific Capital Wealth Advisors, Inc 8
Interchange Capital Partners, LLC 8
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 8
Shepherd Kaplan Krochuk, Llc 8
Psagot Investment House Ltd. 8
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 8
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 8
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 8
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 8
Principle Wealth Partners Llc 8
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8
Traub Capital Management LLC 8
Nilsine Partners, LLC 8
Pensionfund DSM Netherlands 8
AMCPX - AMCAP FUND - AMCAP FUND Class A 8
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 8
Wells Fargo Global Dividend Opportunity Fund 8
Owl Creek Asset Management, L.P. 8
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 8
High Point Bank & Trust Co 8
Kozak & Associates, Inc. 8
Continental Advisors Llc 8
Americana Partners, LLC 8
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 8
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 8
PACIFIC SELECT FUND - Equity Index Portfolio Class I 8
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 8
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 8
Occidental Asset Management, LLC 8
Clarius Group, LLC 8
Systematic Alpha Investments, LLC 8
Piscataqua Savings Bank 8
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 8
Perpetual Ltd 8
Ab Pooling Portfolios 8
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 8
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 8
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 8
AXS Investments LLC 8
Stratos Wealth Advisors, LLC 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
Loews Corp 8
Vinva Investment Management Ltd 8
Bp Plc 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 8
Fiduciary Group LLC 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 8
Costello Asset Management, INC 8
Cowen Group, Inc. 8
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 8
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 8
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 8
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 8
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 8
Gladstone Institutional Advisory LLC 8
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 8
Mainstay Capital Management Llc /adv 8
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 8
Ofi Invest Asset Management 8
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 8
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 8
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 8
Bank of New Hampshire 8
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 8
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 8
Siemens Fonds Invest GmbH 8
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 8
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 8
Old North State Trust, LLC 8
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8
La Banque Postale Asset Management SA 8
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 8
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 8
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 8
Magnus Financial Group LLC 8
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 8
Clarkston Capital Partners, LLC 8
Game Creek Capital, LP 8
Lebenthal Holdings,LLC 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
Summit Financial Wealth Advisors, LLC 8
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 8
Monarch Partners Asset Management LLC 8
PRW Wealth Management LLC 8
Osterweis Capital Management Inc 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 8
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 8
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 8
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 8
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 8
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 8
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 8
Lee Danner & Bass Inc 8
Connable Office Inc 8
Live Your Vision, LLC 8
PENN SERIES FUNDS INC - Index 500 Fund 8
Wcm Investment Management, Llc 8
Alera Investment Advisors, LLC 8
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 8
Mission Wealth Management, Lp 8
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 8
Todd Asset Management Llc 8
Dalton Greiner Hartman Maher & Co 8
Dagco, Inc. 8
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 8
PFG Advisors 8
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 8
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 8
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 8
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 8
Gilman Hill Asset Management, LLC 8
Herold Advisors, Inc. 8
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 8
TENOR CAPITAL MANAGEMENT Co., L.P. 8
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 8
Amica Retiree Medical Trust 8
Obermeyer Wood Investment Counsel, Lllp 8
SeaBridge Investment Advisors LLC 8
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 8
Calamos Long/Short Equity & Dynamic Income Trust 8
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 8
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 8
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 8
STFBX - Advisers Investment Trust - State Farm Balanced Fund 8
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 8
Sirios Capital Management L P 8
STFGX - Advisers Investment Trust - State Farm Growth Fund 8
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 8
Spdr S&p 500 Etf Trust 8
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 8
Cynosure Management, Llc 8
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 8
Trilogy Capital Inc. 8
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 8
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 8
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 8
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 8
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 8
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 8
Securian Funds Trust - SFT Index 500 Fund Class 1 8
NJ State Employees Deferred Compensation Plan 8
Intact Investment Management Inc. 8
Reuter James Wealth Management, Llc 8
USVT - Ultimus Managers Trust - US VALUE ETF 8
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 8
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 8
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 8
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 8
WMS Partners, LLC 8
Absolute Capital Management, LLC 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
Wilmington Funds Management Corp 8
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 8
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 8
Fairview Capital Investment Management, Llc 8
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 8
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 8
Uniplan Investment Counsel, Inc. 8
Angel Oak Financial Strategies Income Term Trust 8
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 8
Empirical Finance, LLC 8
Bbr Partners, Llc 8
Delphi Private Advisors LLC 8
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 8
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 8
Coronation Fund Managers Ltd. 8
Welch & Forbes Llc 8
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 8
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 8
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 8
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 8
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 8
Acorn Wealth Advisors, LLC 8
Operose Advisors LLC 8
Ceredex Value Advisors LLC 8
Essex Investment Management Co Llc 8
Ironwood Investment Counsel, LLC 8
Raiff Partners Inc 8
Anfield Capital Management, LLC 8
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 8
Ferris Capital, Llc 8
Cornerstone Advisory, LLC 8
Banyan Partners, LLC 8
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 8
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 8
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 8
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 8
DT Investment Partners, LLC 8
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 8
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 8
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 8
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 8
Guardian Wealth Management, Inc. 8
Aspen Grove Capital, LLC 8
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 8
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 8
O'ROURKE & COMPANY, Inc 8
United Asset Strategies, Inc. 8
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 8
Lmcg Investments, Llc 8
CPI - IndexIQ ETF Trust - IQ Real Return ETF 8
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 8
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 8
RiverPark Advisors, LLC 8
Compton Capital Management Inc /ri 8
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 8
Garrett Wealth Advisory Group, LLC 8
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 8
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 8
MML Series Investment Fund II - MML Blend Fund Initial Class 8
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 8
Byrne Asset Management LLC 8
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 8
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 8
Talon Private Wealth, LLC 8
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 8
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 8
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 8
Calamos Convertible Opportunities & Income Fund 8
Cca Investments Trust 8
Executive Wealth Management, LLC 8
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8
Intersect Capital LLC 8
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 8
Us Financial Advisors, Llc 8
Exencial Wealth Advisors, Llc 8
Sierra Ocean, Llc 8
Mark Asset Management Lp 8
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 8
Calamos Convertible & High Income Fund 8
Sumit Capital, Llc 8
Voya Global Equity Dividend & Premium Opportunity Fund 8
Motley Fool Asset Management LLC 8
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 8
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 8
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 8
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 8
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 8
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 8
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 8
Gq Asset Management, Llc 8
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 8
Mascoma Wealth Management LLC 8
Householder Group Estate & Retirement Specialist, LLC 8
Sanders Morris Harris Llc 8
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 8
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 8
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 8
Banco BTG Pactual S.A. 8
Alpha Cubed Investments, LLC 8
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 8
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 8
Offit Capital Advisors Llc 8
Baltimore-Washington Financial Advisors, Inc. 8
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 8
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 8
Fort Point Capital Partners LLC 8
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
Cfm Wealth Partners Llc 8
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 8
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 8
EHP Funds Inc. 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 8
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 8
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 8
Adams Diversified Equity Fund, Inc. 8
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 8
Oarsman Capital, Inc. 8
Zevenbergen Capital Investments Llc 7
Dominick & Dominick LLC 7
Braun Stacey Associates Inc 7
Achievement Holdings L.P. 7
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 7
Cypress Capital Group 7
Beacon Capital Management, Inc. 7
Chilton Investment Co Llc 7
Patten Group, Inc. 7
American Trust 7
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 7
Moody Lynn & Lieberson, Llc 7
Usa Mutuals Advisors, Inc. 7
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 7
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 7
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 7
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 7
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
Seaport Global Asset Management Llc 7
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 7
Carlson Capital L P 7
Willingdon Wealth Management 7
Empirical Asset Management, LLC 7
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 7
Silvant Capital Management LLC 7
Mid Atlantic Financial Management Inc/adv 7
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 7
Aj Wealth Strategies, Llc 7
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 7
IFC Holdings Incorporated/FL 7
Elevated Capital Advisors, LLC 7
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 7
One Capital Management, LLC 7
Angeles Wealth Management, Llc 7
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 7
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 7
Baader Bank INC 7
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 7
Wealth Preservation Advisors, LLC 7
Camden Capital, LLC 7
BOSS - Global X Funds - Global X Founder-Run Companies ETF 7
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 7
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 7
Northeast Investment Management 7
Triasima Portfolio Management inc. 7
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 7
Atlas Private Wealth Management 7
Marks Group Wealth Management, Inc 7
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 7
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 7
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 7
Bank of Jackson Hole Trust 7
1776 Wealth LLC 7
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 7
Wrapmanager Inc 7
Castle Wealth Management Llc 7
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 7
L2 Asset Management, LLC 7
Lion Street Advisors, LLC 7
Blackrock Debt Strategies Fund, Inc. 7
Blackrock Floating Rate Income Strategies Fund, Inc. 7
Hanlon Investment Management, Inc. 7
Jackson Wealth Management, LLC 7
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 7
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 7
WESPAC Advisors, LLC 7
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 7
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 7
Ovata Capital Management Ltd 7
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 7
Keel Point, LLC 7
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 7
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 7
Marvin & Palmer Associates Inc 7
Tealwood Asset Management Inc 7
Beacon Investment Advisory Services, Inc. 7
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 7
EPG Wealth Management LLC 7
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
Modera Wealth Management, LLC 7
Czech National Bank 7
J. Goldman & Co LP 7
Xtx Markets Llc 7
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 7
Blackstone / Gso Floating Rate Enhanced Income Fund 7
Li Winifred I 7
Stock Yards Bank & Trust Co 7
ASB Consultores, LLC 7
Pensionfund Sabic 7
Southside Capital, Llc 7
Mufg Securities Americas Inc. 7
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 7
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 7
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 7
Caxton Associates Llp 7
Pegasus Partners Ltd. 7
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 7
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 7
Intrust Bank Na 7
Insigneo Advisory Services, Llc 7
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 7
Columbia Partners L L C Investment Management 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 7
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 7
Indiana Trust & Investment Management CO 7
Community Trust & Investment Co 7
Allstate Investment Management Co 7
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 7
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 7
LGT Financial Advisors LLC 7
Archer Investment Corp 7
Philadelphia Trust Co 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
Ingalls & Snyder Llc 7
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 7
Gierl Augustine Investment Management Inc 7
London Co Of Virginia 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
Vanguard Specialized Funds 7
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 7
CrestPoint Capital Management, LLC 7
Cowen Prime Services LLC 7
Covenant Partners, LLC 7
Meristem Family Wealth, LLC 7
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 7
OmniStar Financial Group, Inc. 7
Balasa Dinverno & Foltz Llc 7
Chickasaw Capital Management Llc 7
Compass Wealth Management LLC 7
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 7
Coppell Advisory Solutions Corp. 7
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 7
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 7
Blackrock Floating Rate Income Trust 7
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 7
Putnam Investors Fund 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
Wilmington Trust Co 7
Filbrandt Wealth Management, LLC 7
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 7
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 7
Legacy Wealth Managment, LLC/ID 7
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 7
Satuit Capital Management Trust 7
RVRB - ADVISORS SERIES TRUST - Reverb ETF 7
Bell Rock Capital Llc 7
Campbell Newman Asset Management Inc 7
Frontier Investment Mgmt Co 7
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 7
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 7
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 7
Alpine Global Dynamic Dividend Fund 7
Miles Capital, Inc. 7
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 7
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 7
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 7
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 7
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 7
Jag Capital Management, Llc 7
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 7
Cherry Tree Wealth Management, LLC 7
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 7
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 7
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 7
Barnett & Company, Inc. 7
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 7
IMS Capital Management 7
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 7
Bryn Mawr Capital Management Inc 7
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 7
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 7
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 7
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 7
Douglas Lane & Associates, LLC 7
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 7
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 7
Barr E S & Co 7
Bank Of The West 7
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 7
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 7
Seelaus Asset Management LLC 7
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 7
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 7
United Community Bank 7
Jabre Capital Partners S.A. 7
GlobalBridge, Inc. 7
NEOS Investment Management LLC 7
Malaga Cove Capital, LLC 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 7
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 7
Deerfield Management Company, L.p. (series C) 7
Turner Funds 7
Greenline Partners, LLC 7
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 7
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 7
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 7
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 7
Capital Advisors Inc/ok 7
Altfest L J & Co Inc 7
Arbor Wealth Management, LLC 7
Zhang Financial LLC 7
Daiwa Capital Markets America Inc. 7
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 7
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 7
Human Investing LLC 7
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 7
Cetera Trust Company, N.A 7
Trust Asset Management LLC 7
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 7
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 7
Pfs Investments Inc. 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 7
Champlain Investment Partners, LLC 7
Old Point Trust & Financial Services N A 7
Viking Global Investors Lp 7
Croft-leominster Inc 7
Whalen Wealth Management Inc. 7
RPG Investment Advisory, LLC 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
Walled Lake Planning & Wealth Management, Llc 7
Shinko Asset Management Co., Ltd. 7
MBEQX - M FUND INC - M International Equity Fund 7
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 7
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 7
Creekmur Asset Management LLC 7
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 7
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 7
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 7
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 7
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 7
Davis Selected Advisers 7
Onefund, Llc 7
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 7
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 7
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 7
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 7
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 7
Dodge & Cox 7
Mediolanum International Funds Ltd 7
First Pacific Advisors, LP 7
Absolute Gestao de Investimentos Ltda. 7
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 7
Abn Amro Investment Solutions 7
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 7
Intrinsic Edge Capital Management LLC 7
Kingdon Capital Management, L.l.c. 7
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 7
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 7
Diversify Wealth Management, Llc 7
AIEQ - ETF Managers Trust - AI Powered Equity ETF 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 7
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 7
Sargent Investment Group, LLC 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
TrinityPoint Wealth, LLC 7
Mizuho Securities Usa Llc 7
Advanced Series Trust - Ast Mid-cap Growth Portfolio 7
Sepio Capital, LP 7
MBM Wealth Consultants, LLC 7
Seacliff Capital, Llc 7
Capstone Series Fund Inc 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
Tcg Advisors, Lp 7
Thoroughbred Financial Services, Llc 7
Manning & Napier Group, LLC 7
AlphaStar Capital Management, LLC 7
FormulaFolio Investments, LLC 7
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 7
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 7
Fortem Financial Group, Llc 7
Cumberland Partners Ltd 7
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 7
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 7
Certified Advisory Corp 7
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 7
MorganRosel Wealth Management, LLC 7
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 7
HGC Investment Management Inc. 7
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 7
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 7
Wintrust Investments Llc 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 7
York Capital Management Global Advisors, LLC 7
Transform Wealth, LLC 7
Accuvest Global Advisors 7
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 7
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 7
Dynamic Capital Management Ltd 7
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 7
SevenBridge Financial Group, LLC 7
Core Alternative Capital 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 7
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 7
Financial Advantage, Inc. 7
Mariner Wealth Advisors-NYC, LLC 7
Edge Capital Group, LLC 7
Isthmus Partners, Llc 7
Kera Capital Partners, Inc. 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
Pacific Global Investment Management Co 7
First Command Bank 7
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 7
Kohmann Bosshard Financial Services, LLC 7
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 7
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 7
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 7
Annex Advisory Services, LLC 7
Private Advisory Group LLC 7
Seawolf Capital, LLC 7
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 7
Provenance Wealth Advisors, LLC 7
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 7
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 7
Foundations Investment Advisors, LLC 7
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 7
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 7
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 7
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 7
Profunds - Profund Vp Large-cap Growth 7
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 7
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 7
CapWealth Advisors, LLC 7
Cahill Financial Advisors Inc 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 7
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 7
First National Bank Of Omaha 7
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 7
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 7
SFY - Tidal ETF Trust - SoFi Select 500 ETF 7
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 7
Euclid Advisors LLC 7
Howard Capital Management Inc. 7
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
Stelac Advisory Services LLC 7
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 7
Zimmer Partners, LP 7
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
Principal Street Partners, LLC 7
Great Valley Advisor Group, Inc. 7
Thomas J. Herzfeld Advisors, Inc. 7
Anchor Capital Advisors Llc 7
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 7
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 7
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 7
Chicago Capital Management, LLC 7
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 7
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 7
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 7
Kellner Capital, LLC 7
Frontier Wealth Management LLC 7
Fourth Dimension Wealth, LLC 7
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 7
TIG Advisors, LLC 7
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 7
RBA Wealth Management, LLC 7
Hoxton Financial, Inc. 7
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 7
Westend Capital Management LLC 7
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 7
Braun-Bostich & Associates Inc. 7
Advisor OS, LLC 7
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 7
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 7
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 7
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 7
Core Bond Portfolio - Core Bond Portfolio 7
TradeLink Global Equity LLC 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 7
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 7
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 7
American Trust Investment Advisors, LLC 7
Concert Wealth Management Inc. 7
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 7
Edmond de Rothschild (Europe) 7
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 7
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 7
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 7
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 7
Gmt Capital Corp 7
Jeppson Wealth Management, Llc 7
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 7
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 7
Cohen & Steers Total Return Realty Fund Inc 7
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 7
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 7
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 7
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 7
Price Wealth Management, Inc. 7
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 7
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 7
PartnerRe Asset Management CORP 7
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 7
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 7
DC Investments Management, LLC 7
Jump Trading, Llc 7
GM Advisory Group, Inc. 7
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 7
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 7
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 7
Capital Management Associates /ny/ 7
Marshall Financial Group LLC 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 7
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 7
Estate Counselors, LLC 7
OneAscent Financial Services LLC 7
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 7
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 7
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 7
Barometer Capital Management Inc. 7
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 7
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 7
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 7
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 7
CHURCHILL MANAGEMENT Corp 7
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 7
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 7
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 7
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 7
St Germain D J Co Inc 7
RWM Asset Management, LLC 7
VCSVX - VALIC Co II - Small Cap Value Fund 7
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 7
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 7
Allegheny Financial Group LTD 7
Ikos Cif Ltd 7
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 7
TCG Advisory Services, LLC 7
MU Investments Co., Ltd. 7
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 7
Legacy Capital Wealth Partners, LLC 7
New York Life Investments Alternatives 7
CoreFirst Bank & Trust 7
Wafra Inc. 7
DHJJ Financial Advisors, Ltd. 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
Alta Advisers Ltd 7
Advisor Partners Llc 7
Redmond Asset Management, LLC 7
WestEnd Advisors, LLC 7
Aureus Asset Management, LLC 7
Colonial River Wealth Management, LLC 7
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 7
Berkley W R Corp 7
SkyView Investment Advisors, LLC 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
Curian Capital Llc 7
Mayflower Financial Advisors, LLC 7
Silver Capital Management Llc 7
Hallmark Capital Management Inc 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
Shufro Rose & Co Llc 7
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 7
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 7
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 7
Transamerica Partners Portfolios 7
Lgt Capital Partners Ltd. 7
Friedenthal Financial 7
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 7
Nfj Investment Group, Llc 7
CSM Advisors, LLC 7
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 7
Ally Financial Inc. 7
Invst, LLC 7
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 7
North Star Asset Management Inc 7
Atwood & Palmer Inc 7
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 7
Trust Co 7
Sii Investments Inc/wi 7
Boyd Watterson Asset Management Llc/oh 7
VVMCX - VALIC Co I - Mid Cap Value Fund 7
Goelzer Investment Management, Inc. 7
Sagespring Wealth Partners, Llc 7
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 7
Joseph P. Lucia & Associates, LLC 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 7
Eii Capital Management, Inc. 7
Pointe Capital Management LLC 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
Mark Sheptoff Financial Planning, Llc 7
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 7
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 7
Alta Fundamental Advisers LLC 7
Ashfield Capital Partners, LLC 7
Linscomb & Williams, Inc. 7
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 7
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 7
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 7
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 7
Voya Prime Rate Trust 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
Swift Run Capital Management, LLC 7
Reliance Trust Co Of Delaware 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 7
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 7
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 7
Red Door Wealth Management, LLC 7
Boston Financial Mangement Llc 7
Delphi Management Inc /ma/ 7
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 7
Whitebox Mutual Funds 7
WIREX - PFS FUNDS - Wireless Fund 7
Mork Capital Management, LLC 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
S.A. Mason LLC 7
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 7
Cornerstone Wealth Group, LLC 7
Retirement Planning Co of New England, Inc. 7
Liberty All Star Growth Fund Inc. 7
Ferguson Wellman Capital Management, Inc 7
Industrial Alliance Investment Management Inc. 7
Red Tortoise LLC 7
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 7
Wright Managed Equity Trust 7
Lowe Brockenbrough & Co Inc 7
Vision Financial Markets Llc 7
Woodmont Investment Counsel Llc 7
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 7
Stanley-Laman Group, Ltd. 7
Delphia (USA) Inc. 7
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 7
Redmont Wealth Advisors Llc 7
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
Brookwood Investment Group LLC 7
J.P. Turner & Co Capital Mnagement, LLC 7
Guardian Capital Lp 7
Dsm Capital Partners Llc 7
Zullo Investment Group, Inc. 7
Lgl Partners, Llc 7
EFG Asset Management (North America) Corp. 7
Sustainable Insight Capital Management, LLC 7
Alphagen Securities Llc 7
Clough Capital Partners L P 7
EULAV Asset Management 7
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 7
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 7
Tyler-Stone Wealth Management 7
Nicolet Advisory Services, Llc 7
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 6
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 6
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 6
Twin Focus Capital Partners, Llc 6
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 6
Kingstown Capital Management L.p. 6
Steamboat Capital Partners, LLC 6
ZPR Investment Management 6
Avidian Wealth Solutions, LLC 6
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
Permal Asset Management Llc 6
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 6
Silicon Valley Capital Partners 6
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 6
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 6
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 6
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 6
Oberweis Asset Management Inc/ 6
Rainier Investment Management Llc 6
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 6
Intellectus Partners, LLC 6
Fedenia Advisers LLC 6
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 6
Pacific Center for Financial Services 6
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 6
BankPlus Trust Department 6
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 6
Bain Capital Public Equity Management Ii, Llc 6
Wsfs Capital Management, Llc 6
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 6
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 6
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 6
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 6
Warberg Asset Management LLC 6
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 6
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 6
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 6
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 6
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 6
Founders Capital Management 6
Western Wealth Management, LLC 6
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 6
Global Financial Private Capital, LLC 6
FDO Partners, LLC 6
Clear Perspective Advisors, LLC 6
Dimension Capital Management Llc 6
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 6
Syntal Capital Partners, LLC 6
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 6
Gilbert & Cook, Inc. 6
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 6
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 6
Hopwood Financial Services, Inc. 6
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
National Investment Services Inc /wi 6
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 6
Intercontinental Wealth Advisors, LLC 6
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 6
Virginia Retirement System 6
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 6
Mesirow Financial Investment Management, Inc. 6
Meitav Dash Investments Ltd 6
Avitas Wealth Management LLC 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 6
one8zero8, LLC 6
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 6
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 6
Aegon Asset Management Uk Plc 6
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 6
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 6
HWG Holdings LP 6
Fernwood Investment Management, LLC 6
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 6
Townsend & Associates, Inc 6
UBP Investment Advisors SA 6
Locust Wood Capital Advisers, Llc 6
Oak Associates Ltd /oh/ 6
MD Financial Management Inc. 6
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 6
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 6
Ford Financial Group, LLC 6
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 6
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 6
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 6
EWG Elevate Inc. 6
JIHDX - John Hancock Funds II - High Yield Fund Class 1 6
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 6
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 6
Icc Capital Management Inc/ 6
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
Beese Fulmer Investment Management, Inc. 6
Fenimore Asset Management Inc 6
Searle & Co. 6
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 6
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 6
Founders Financial Securities Llc 6
Integrated Quantitative Investments LLC 6
Optimize Financial Inc 6
QUANTRES ASSET MANAGEMENT Ltd 6
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 6
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
Amica Pension Fund Board Of Trustees 6
AllSquare Wealth Management LLC 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 6
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 6
Multi-strategy Growth & Income Fund 6
Capital Investment Counsel, Inc 6
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 6
Gratus Capital LLC 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
Canada Post Corp Registered Pension Plan 6
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 6
American National Insurance Co /tx/ 6
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 6
American National Registered Investment Advisor, Inc. 6
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 6
Jacobus Wealth Management, Inc. 6
Gargoyle Investment Advisor L.L.C. 6
Rowland Carmichael Advisors Inc /adv 6
Homrich & Berg 6
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 6
Vestor Capital, Llc 6
Third Avenue Management Llc 6
HighTower Trust Services, LTA 6
Otter Creek Management Inc 6
Soltis Investment Advisors LLC 6
Fort Sheridan Advisors Llc 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 6
Groesbeck Investment Management Corp /nj/ 6
Scoggin Management Lp 6
Palo Capital, Inc. 6
N.E.W. Advisory Services LLC 6
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 6
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 6
Visionary Wealth Advisors 6
Deseret Mutual Benefit Administrators 6
Livingston Group Asset Management CO (operating as Southport Capital Management) 6
CHICAGO TRUST Co NA 6
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 6
Argent Advisors, Inc. 6
Exxonmobil Investment Management Inc /tx 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 6
Stephenson National Bank & Trust 6
Exchange Capital Management, Inc. 6
Cullinan Associates Inc 6
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 6
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 6
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 6
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 6
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 6
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 6
Lansdowne Partners Limited Partnership 6
John Hancock Preferred Income Fund 6
John Hancock Preferred Income Fund Iii 6
John Hancock Preferred Income Fund Ii 6
Franklin Street Advisors Inc /nc 6
Td Asset Management Usa Funds Inc. 6
Brasada Capital Management, Lp 6
Allianzgi Equity & Convertible Income Fund 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
Cohen Capital Management, Inc. 6
Landmark Investment Partners, L.p. 6
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 6
McMahon Financial Advisors, LLC 6
UNIVEST FINANCIAL Corp 6
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 6
MFCPX - M FUND INC - M Capital Appreciation Fund 6
Nicola Wealth Management Ltd. 6
Rs Investment Trust 6
Kavilco Inc/wa/ 6
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
Gabelli Convertible & Income Securities Fund Inc 6
Cim, Llc 6
Virtus Global Dividend & Income Fund Inc. 6
Prio Wealth Limited Partnership 6
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 6
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 6
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 6
Strategic Advisors LLC 6
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 6
Litman Gregory Asset Management LLC 6
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 6
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 6
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 6
Hexavest Inc. 6
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 6
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 6
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 6
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 6
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 6
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 6
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 6
Mitsubishi UFJ Securities Holdings Co., Ltd. 6
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 6
Fort Pitt Capital Group, Llc 6
Perella Weinberg Partners Capital Management LP 6
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 6
Shamrock Asset Management LLC 6
Windsor Capital Management, LLC 6
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 6
Nippon Life Insurance Co 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
ZIG - ETF Series Solutions - The Acquirers Fund 6
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 6
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 6
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 6
Becker Capital Management Inc 6
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 6
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 6
Carret Asset Management, Llc 6
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 6
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 6
Mpwm Advisory Solutions, Llc 6
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 6
JRM Investment Counsel, LLC 6
Davy Global Fund Management Ltd 6
Bienville Capital Management, LLC 6
CG Asset Management LLC 6
Waldron Private Wealth LLC 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
Fulcrum Asset Management LLP 6
Integre Asset Management, LLC 6
Findlay Park Partners LLP 6
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 6
Kamunting Street Capital Management, L.P. 6
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 6
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 6
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 6
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 6
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 6
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 6
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 6
Allianz Se 6
Radcliffe Capital Management, L.P. 6
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 6
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 6
Patton Fund Management, Inc. 6
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 6
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 6
Charter Trust Co 6
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 6
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 6
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 6
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 6
E&G Advisors, LP 6
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 6
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 6
ACVF - ETF Opportunities Trust - American Conservative Values ETF 6
Guild Investment Management, Inc. 6
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 6
Fwl Investment Management, Llc 6
Johnson Midwest Financial, LLC 6
Mjp Associates Inc /adv 6
Gw Henssler & Associates Ltd 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
Rockland Trust Co 6
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 6
Ohio National Investments, Inc. 6
Partners Capital Investment Group, Llp 6
Thomasville National Bank 6
Wellington Shields & Co., LLC 6
Mizuho Markets Americas Llc 6
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 6
Syverson Strege & Co 6
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 6
E Fund Management Co., Ltd. 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
Rs Variable Products Trust 6
San Luis Wealth Advisors LLC 6
Symmetry Investments LP 6
Financial Management Network Inc 6
CFS Investment Advisory Services, LLC 6
Cohen & Steers Quality Income Realty Fund Inc 6
Altus Wealth Group LLC 6
Curated Wealth Partners LLC 6
Montecito Bank & Trust 6
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 6
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 6
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 6
Wood Tarver Financial Group, LLC 6
First Dallas Securities Inc. 6
Urban Wealth Management, LLC 6
High Pointe Capital Management Llc 6
Orion Capital Management LLC 6
Coronation Asset Management (Pty) Ltd. 6
Parsec Financial Management, Inc. 6
TD Securities (USA) LLC 6
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 6
Better Money Decisions, LLC 6
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 6
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 6
Haverford Trust Co 6
Fosun International Ltd 6
Koss-Olinger Consulting, LLC 6
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 6
O'Neil Global Advisors, Inc. 6
Mascagni Wealth Management, Inc. 6
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 6
SOL Capital Management CO 6
Prentice Wealth Management LLC 6
Sun Life Financial Inc 6
Y.D. More Investments Ltd 6
Triumph Capital Management 6
Emfo, Llc 6
Pinnacle Wealth Advisors 6
Knott David M 6
Investors Asset Management Of Georgia Inc /ga/ /adv 6
JTC Employer Solutions Trusteee Ltd 6
Eisler Capital (UK) Ltd. 6
Garde Capital, Inc. 6
Border to Coast Pensions Partnership Ltd 6
Simply Money Advisors 6
Aft, Forsyth & Company, Inc. 6
Himco Variable Insurance Trust 6
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 6
Family Firm, Inc. 6
Cranbrook Wealth Management, LLC 6
BW Gestao de Investimentos Ltda. 6
Fort Baker Capital Management LP 6
Knott David M Jr 6
Columbia Wanger Asset Management Llc 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 6
Capital Group Private Client Services, Inc. 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 6
Garrison Bradford & Associates Inc 6
Kolinsky Wealth Management, LLC 6
America First Investment Advisors, LLC 6
MIDSX - Midas Series Trust - Midas Fund 6
Perfromance Wealth Partners, LLC 6
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class 6
IPG Investment Advisors LLC 6
Scissortail Wealth Management, LLC 6
HST Ventures, LLC 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 6
Sprott Inc. 6
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 6
Beech Hill Advisors, Inc. 6
Pier Capital, LLC 6
Eschler Asset Management LLP 6
Voss Capital, LLC 6
Sagefield Capital LP 6
Journey Strategic Wealth Llc 6
Saturna Capital CORP 6
CastleKnight Management LP 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 6
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 6
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 6
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 6
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 6
Mogy Joel R Investment Counsel Inc 6
Eagle Rock Investment Company, Llc 6
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 6
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 6
Relative Value Partners Group, LLC 6
MML Series Investment Fund II - MML Equity Fund Initial Class 6
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 6
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 6
Ipswich Investment Management Co., Inc. 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 6
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 6
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 6
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 6
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 6
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 6
Walker Asset Management, LLC 6
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 6
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 6
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 6
LGT Group Foundation 6
Fund Management at Engine No. 1 LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
Resurgent Financial Advisors LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 6
Carnegie Capital Asset Management, LLC 6
Concentric Capital Strategies, LP 6
1620 Investment Advisors, Inc. 6
Flaherty & Crumrine Preferred Income Fund Inc 6
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 6
Gibbs Wealth Management 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
Blackrock Master Llc 6
Cohen & Steers Real Estate Opportunities & Income Fund 6
Proffitt & Goodson Inc 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 6
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 6
Pictet & Cie (Europe) SA 6
Financial & Investment Management Group Ltd 6
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 6
Ramius Advisors Llc 6
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 6
Schwartz Investment Counsel Inc 6
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 6
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 6
Cidel Asset Management Inc 6
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 6
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 6
Jnl Series Trust - Jnl/s&p 4 Fund (a) 6
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 6
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 6
Beryl Capital Management LLC 6
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 6
Bollard Group LLC 6
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 6
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 6
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 6
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 6
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 6
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 6
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 6
Mawer Investment Management Ltd. 6
Insight 2811, Inc. 6
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
WealthPlan Investment Management, LLC 6
Perritt Capital Management Inc 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 6
Brewin Dolphin Wealth Management Ltd 6
Pzena Investment Management Llc 6
Aspiriant, Llc 6
Seminole Management Co., Inc. 6
Opus Capital Group, LLC 6
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 6
Winslow Asset Management Inc 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 6
Daymark Wealth Partners, Llc 6
First Eagle Investment Management, LLC 6
Cyndeo Wealth Partners, LLC 6
FourThought Financial Partners, LLC 6
Rheos Capital Works Inc. 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
Cassaday & Co Wealth Management LLC 6
Keystone Investors Pte Ltd 6
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 6
Baldwin Investment Management, LLC 6
Oversea-Chinese Banking CORP Ltd 6
Garda Capital Partners Lp 6
Chesley Taft & Associates LLC 6
Lloyds Banking Group plc 6
Elevation Series Trust - RiverNorth Patriot ETF 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 6
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 6
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 6
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 6
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 6
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 6
Cornerstone Advisors Inc 6
Winnow Wealth Llc 6
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 6
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 6
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 6
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 6
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 6
P Schoenfeld Asset Management Lp 6
Abacus Planning Group, Inc. 6
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 6
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 6
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
Bank Of Nova Scotia Trust Co 6
Avalon Trust Co 6
Wells Fargo Multi-sector Income Fund 6
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 6
Genesee Valley Trust Co 6
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 6
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 6
Monetary Management Group Inc 6
Tcw Alternative Funds 6
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 6
Nemes Rush Group LLC 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
Ag2r La Mondiale Gestion D'actifs 6
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 6
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
DecisionPoint Financial, LLC 6
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 6
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 6
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 6
City Of London Investment Management Co Ltd 6
Tiaa Trust, National Association 6
Atlanta Capital Management Co L L C 6
New York Life Trust Co 6
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 6
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 6
Legacy Investment Solutions, LLC 6
Revisor Wealth Management LLC 6
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 6
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 6
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 6
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 6
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 6
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 6
Financial Perspectives, Inc 6
TrueMark Investments, LLC 6
Hall Laurie J Trustee 6
Premier Path Wealth Partners, LLC 6
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 6
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 6
Naples Money Management LLC 6
Paulson Wealth Management Inc. 6
Baillie Gifford & Co 6
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
New Century Financial Group, LLC 6
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 6
Nicholas Company, Inc. 6
Guardian Life Insurance Co Of America 6
Vermillion & White Wealth Management Group, LLC 6
Modern Wealth Management, LLC 6
Capitolis Liquid Global Markets LLC 6
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 6
Meritage Group LP 6
LM Advisors LLC 6
SRB Corp 6
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 6
Aspect Partners, LLC 6
Perbak Capital Partners LLP 6
Ashford Capital Management Inc 6
Groupama Asset Managment 6
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 6
Fairman Group, LLC 6
Nwq Investment Management Company, Llc 6
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
Beck Capital Management, Llc 6
Trajan Wealth LLC 6
Teachers Insurance & Annuity Association Of America 6
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 6
Lynx Investment Advisory 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 6
Drucker Wealth 3.0, LLC 6
Granite FO LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 6
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 6
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 6
Alpine Bank Wealth Management 6
Semmax Financial Advisors Inc. 6
Element Pointe Advisors, Llc 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 6
Weil Company, Inc. 6
Hardy Reed LLC 6
Mirova 6
Inlet Private Wealth, LLC 6
PrairieView Partners, LLC 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 6
Actinver Wealth Management, Inc. 6
Meridian Wealth Advisors, LLC 6
Delta Investment Management, LLC 6
Cooper Financial Group 6
Brandywine Oak Private Wealth Llc 6
MONECO Advisors, LLC 6
Yellowstone Partners, LLC 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 6
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 6
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 6
Decker Retirement Planning Inc. 6
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 6
Jackson, Grant Investment Advisers, Inc. 6
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 6
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 6
Peregrine Capital Management Llc 6
Forty4 Asset Management LLC 6
Cai Capital Management, Inc. 6
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 6
Kms Financial Services, Inc 6
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 6
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 6
Pvg Asset Management Corp 6
Catamount Wealth Management 6
Guardian Investor Services Llc 6
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 6
Red Rocks Capital LLC 6
AustralianSuper Pty Ltd 6
40 North Management LLC 6
Green Arrow Capital Management Llc 6
DVY - iSHARES TRUST - iShares Select Dividend ETF 6
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 6
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 6
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 6
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 6
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 6
Independent Solutions Wealth Management, LLC 6
Payden & Rygel 6
Oddo Bhf Asset Management Sas 6
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
Cleararc Capital Inc 6
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 6
Perennial Advisors, LLC 6
GenTrust, LLC 6
Bluestein R H & Co 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 6
Engine Capital Management, LP 6
Financial Advisors Network, Inc. 6
Aspire Private Capital, LLC 6
Northwest Quadrant Wealth Management, LLC 6
Covenant Asset Management, LLC 6
Rampart Investment Management Company, LLC 6
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 6
Park Avenue Institutional Advisers LLC 6
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 6
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 6
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 6
Toscafund Asset Management LLP 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 5
Sumitomo Life Insurance Co 5
Harvest Capital Strategies LLC 5
Osmium Partners, LLC 5
Hollow Brook Wealth Management LLC 5
Southeastern Asset Management Inc/tn/ 5
General Electric Co 5
Eminence Capital, Lp 5
Cannell Capital Llc 5
Heartland Advisors Inc 5
Zazove Associates Llc 5
Fortress Investment Group LLC 5
Consolidated Press International Holdings Ltd 5
Zuckerman Investment Group, LLC 5
Pentwater Capital Management LP 5
Integrated Core Strategies (us) Llc 5
Brown Capital Management Llc 5
Ardsley Advisory Partners Lp 5
Cohen & Steers, Inc. 5
Aristeia Capital Llc 5
Western Asset Management Company, LLC 5
Akre Capital Management Llc 5
Manatuck Hill Partners, LLC 5
Senvest Management, LLC 5
Canyon Capital Advisors Llc 5
Buckingham Capital Management Inc 5
Saba Capital Management, L.P. 5
Alkeon Capital Management Llc 5
Beach Investment Management, LLC. 5
Polen Capital Management Llc 5
Quest Investment Management Llc 5
Capital International Ltd /ca/ 5
Farr Miller & Washington Llc/dc 5
Foster Dykema Cabot & Co Inc/ma 5
Canandaigua National Bank & Trust Co 5
SCS Capital Management LLC 5
Aviance Capital Management, Llc 5
Roundview Capital LLC 5
Birinyi Associates Inc 5
Trilogy Global Advisors Lp 5
Buckhead Capital Management Llc 5
Everett Harris & Co /ca/ 5
Vanguard Windsor Funds 5
Carmignac Gestion 5
Edgemoor Investment Advisors, Inc. 5
Fishman Jay A Ltd/mi 5
Vaughan David Investments Inc/il 5
Auxier Asset Management 5
Estabrook Capital Management 5
Zevin Asset Management Llc 5
Van Berkom & Associates Inc. 5
Iridian Asset Management Llc/ct 5
Anson Funds Management LP 5
Cobblestone Capital Advisors Llc /ny/ 5
Financial Engines Advisors L.L.C. 5
Busey Wealth Management 5
Whitnell & Co. 5
Northern Capital Management Llc 5
Reinhart Partners, Inc. 5
Princeton Capital Management Llc 5
Grimes & Company, Inc. 5
Penobscot Investment Management Company, Inc. 5
Halbert Hargrove Global Advisors, Llc 5
Lowe Wealth Advisors, LLC 5
Leisure Capital Management 5
Cedar Wealth Management, LLC 5
Miura Global Management, LLC 5
Gerstein Fisher 5
Pax World Management Llc 5
Tower Bridge Advisors 5
Brant Point Investment Management Llc 5
Novare Capital Management Llc 5
Southeast Asset Advisors Inc. 5
Taconic Capital Advisors LP 5
Staley Capital Advisers Inc 5
National Penn Investors Trust Co /pa 5
Geduld E E 5
TAMRO Capital Partners LLC 5
ARGA Investment Management, LP 5
Ironsides Asset Advisors, LLC 5
First Commonwealth Financial Corp /pa/ 5
Caldwell & Orkin Inc 5
Benchmark Capital Advisors 5
Silchester International Investors LLP 5
Karpas Strategies, Llc 5
Sharkey, Howes & Javer 5
Deltec Asset Management Llc 5
Private Bank & Trust Co 5
BRC Investment Management LLC 5
Guyasuta Investment Advisors Inc 5
Falcon Point Capital, Llc 5
Argentus Capital Management, LLC 5
Nelson Capital Management, LLC 5
300 North Capital, Llc 5
Whalerock Point Partners, Llc 5
Palladium Partners Llc 5
Diligent Investors, LLC 5
Athena Capital Advisors Llc 5
Monroe Bank & Trust/mi 5
Woodley Farra Manion Portfolio Management Inc 5
Cutler Capital Management, LLC 5
Bank Of Stockton 5
Gateway Advisory, LLC 5
Community Financial Services Group, LLC 5
Lombardia Capital Partners Llc 5
Eagle Ridge Investment Management 5
W.G. Shaheen & Associates DBA Whitney & Co 5
Wunderlich Capital Managemnt 5
Nicolet Bankshares Inc 5
Quantum Capital Management 5
Steinberg Global Asset Management 5
BancorpSouth Inc 5
Legg Mason Asset Management (Japan) Co., Ltd. 5
Solaris Asset Management Llc 5
Harfst & Associates, Inc. 5
Graybill Bartz & Assoc Ltd 5
Klingenstein Fields & Co Lp 5
Riverpark Capital Management Llc 5
Hartford Financial Management Inc. 5
Marathon Asset Management Llp 5
CenturyLink Investment Management Co 5
Stancorp Investment Advisers Inc 5
Walnut Private Equity Partners, Llc 5
Northside Capital Management, LLC 5
Abner Herrman & Brock Llc 5
Cohen Klingenstein LLC 5
Parasol Investment Management, LLC 5
BLB&B Advisors, LLC 5
Profit Investment Management, LLC 5
Regent Investment Management LLC 5
St. Johns Investment Management Company, LLC 5
Legacy Private Trust Co. 5
Van Cleef Asset Management,Inc 5
Daiwa SB Investments Ltd. 5
Patton Albertson Miller Group, Llc 5
Copper Rock Capital Partners, LLC 5
Park National Corp /oh/ 5
William Harris Investors Inc 5
Tobam 5
Boston Common Asset Management, LLC 5
ARGI Investment Services, LLC 5
DSAM Partners (London) Ltd 5
Lehman Financial Resources, Inc. 5
Pinnacle Wealth Management Advisory Group, LLC 5
Risk Paradigm Group, LLC 5
Covenant Multifamily Offices, LLC 5
Westbourne Investment Advisors, Inc. 5
Greenwich Wealth Management LLC 5
Peoples Financial Services Corp. 5
Smith, Moore & Co. 5
First American Trust, Fsb 5
Berkshire Asset Management Llc/pa 5
Cape Cod Five Cents Savings Bank 5
GVO Asset Management Ltd 5
Kessler Investment Group, LLC 5
Middleton & Co Inc/ma 5
Piershale Financial Group, Inc. 5
Harvard Management Co Inc 5
Sentinel Asset Management, Inc. 5
CR Intrinsic Investors, LLC 5
Old West Investment Management, LLC 5
Kiwi Wealth Investments Limited Partnership 5
Covey Capital Advisors, LLC 5
Kepos Capital LP 5
Kazazian Asset Management, LLC 5
Columbia Asset Management 5
First Business Financial Services, Inc. 5
Affinity Wealth Management Llc 5
EFG Asset Management (Americas) Corp. 5
Lord Abbett Developing Growth Fund, Inc. 5
Price Michael F 5
Lakeview Capital Partners, LLC 5
Bristlecone Advisors, LLC 5
Chartwell Investment Partners/pa 5
Madden Advisory Services, Inc. 5
Simmons Bank 5
Davidson Kempner Capital Management Lp 5
Insight Capital Research & Management Inc 5
Marathon Trading Investment Management LLC 5
Camden Asset Management L P /ca 5
Belmont Global Advisors, Inc. 5
Suvretta Capital Management, Llc 5
Sterling Ridge Capital Management LP 5
Omega Advisors Inc. 5
Opera Trading Capital 5
Clearbridge, Llc 5
Northwestern Mutual Investment Services Llc 5
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5
Rocky Mountain Advisers, Llc 5
Strategic Capital Alternatives LLC 5
Walter & Keenan Financial Consulting Co /mi/ /adv 5
Olstein Capital Management, L.P. 5
EverPoint Asset Management, LLC 5
Omni Partners Llp 5
Wall Street Associates 5
Railway Pension Investments Ltd 5
Gary Goldberg Planning Services Inc 5
Alerus Financial Na 5
Nuveen Fund Advisors, LLC 5
Wilmington Trust Investment Management, LLC 5
Well Done, LLC 5
Guidant Wealth Advisors 5
HMS Capital Management, LLC 5
Bnp Paribas 5
Rainier Group Investment Advisory LLC 5
Sarofim Fayez 5
Stone House Investment Management, LLC 5
Oribel Capital Management, LP 5
DLD Asset Management, LP 5
Fondren Management LP 5
GQG Partners LLC 5
Bridgeworth, LLC 5
Sage Capital Advisors,llc 5
Garner Asset Management Corp 5
MPS Loria Financial Planners, LLC 5
XR Securities LLC 5
Unison Advisors LLC 5
Rainier Investment Management Mutual Funds 5
Invesco High Income 2023 Target Term Fund 5
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 5
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 5
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 5
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 5
Blackrock Ltd Duration Income Trust 5
Allianzgi Convertible & Income Fund Ii 5
Allianzgi Convertible & Income Fund 5
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 5
Nuveen Preferred & Income Opportunities Fund 5
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 5
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 5
FAINX - MSS Series Trust - Fallen Angels Income Fund 5
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 5
Allianzgi Diversified Income & Convertible Fund 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 5
Eagle Growth & Income Opportunities Fund 5
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 5
Nuveen S&p 500 Buywrite Income Fund 5
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 5
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 5
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 5
Olstein Funds 5
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 5
Pimco Dynamic Income Fund 5
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 5
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 5
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 5
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 5
Blackrock Enhanced Equity Dividend Trust 5
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 5
Special Opportunities Fund, Inc. 5
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 5
Liberty All Star Equity Fund 5
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 5
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 5
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 5
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 5
Pioneer Floating Rate Trust 5
Deutsche Value Series, Inc 5
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 5
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 5
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 5
Flaherty & Crumrine Preferred Securities Income Fund Inc 5
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 5
Dfa Investment Trust Co - The U.s. Large Cap Value Series 5
Neuberger Berman Real Estate Securities Income Fund Inc 5
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 5
Oppenheimer Equity Income Fund 5
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 5
Clough Global Equity Fund 5
Bmc Fund Inc 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 5
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 5
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 5
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 5
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 5
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 5
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 5
Underlying Funds Trust 5
Aries Wealth Management 5
Sanctuary Wealth Management, L.L.C. 5
Signition Lp 5
Santori & Peters, Inc. 5
Lucia Wealth Services, Llc 5
Blackhawk Capital Partners LLC. 5
MANA Advisors LLC 5
PDS Planning, Inc 5
Deer Park Road Corp 5
SWS Partners 5
Slow Capital, Inc. 5
Entrustpermal Partners Offshore Lp 5
Vivaldi Opportunities Fund 5
Aurora Financial Advisors, Llc 5
Burleson & Company, LLC 5
Varma Mutual Pension Insurance Co 5
Factorial Partners, Llc 5
Elmwood Wealth Management, Inc. 5
Altium Wealth Management LLC 5
Pflug Koory, LLC 5
Wealthstar Advisors, Llc 5
Cozad Asset Management Inc 5
LFA - Lugano Financial Advisors SA 5
Asset Advisors Investment Management, LLC 5
Lavaca Capital Llc 5
Legacy Bridge, LLC 5
Nkcfo Llc 5
Hayden Royal, Llc 5
Shulman DeMeo Asset Management LLC 5
Acima Private Wealth, Llc 5
Community Capital Management, Inc. 5
Reston Wealth Management Llc 5
SlateStone Wealth, LLC 5
Kinneret Advisory, LLC 5
Rokos Capital Management LLP 5
Abundance Wealth Counselors 5
Clarfeld Financial Advisors, Llc 5
Surevest, LLC 5
BCJ Capital Management, LLC 5
Quilter Plc 5
FourWorld Capital Management LLC 5
TAP Consulting, LLC 5
Fundamentun, Llc 5
First National Corp /ma/ /adv 5
Sound View Wealth Advisors Group, LLC 5
Tranquility Partners, LLC 5
Stonehage Fleming (uk) Ltd 5
Schwarz Dygos Wheeler Investment Advisors Llc 5
Ambassador Advisors, LLC 5
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 5
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 5
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 5
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 5
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 5
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 5
NOLCX - Northern Funds - Northern Large Cap Core Fund 5
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 5
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 5
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 5
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 5
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 5
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 5
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 5
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 5
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 5
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 5
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 5
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 5
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 5
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 5
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 5
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 5
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 5
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 5
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 5
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 5
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 5
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 5
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 5
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 5
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 5
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 5
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 5
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 5
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 5
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 5
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 5
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 5
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 5
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 5
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 5
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 5
PENN SERIES FUNDS INC - Smid Cap Growth Fund 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 5
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 5
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 5
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 5
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 5
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 5
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 5
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 5
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 5
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 5
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 5
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 5
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 5
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 5
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 5
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 5
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 5
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 5
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 5
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 5
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 5
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 5
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 5
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 5
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 5
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 5
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 5
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 5
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 5
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 5
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 5
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 5
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 5
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 5
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 5
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 5
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 5
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 5
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 5
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 5
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 5
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 5
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 5
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 5
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 5
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 5
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 5
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 5
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 5
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 5
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 5
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 5
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 5
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 5
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 5
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 5
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 5
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 5
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 5
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 5
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 5
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 5
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 5
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 5
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 5
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 5
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 5
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 5
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 5
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 5
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 5
55i, Llc 5
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 5
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 5
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 5
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 5
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 5
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 5
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 5
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 5
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF 5
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 5
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 5
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 5
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 5
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 5
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 5
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 5
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 5
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 5
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 5
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 5
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 5
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 5
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
VSSVX - VALIC Co I - Small Cap Special Values Fund 5
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 5
MRGR - PROSHARES TRUST - ProShares Merger ETF 5
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 5
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 5
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 5
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 5
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 5
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 5
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 5
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 5
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 5
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 5
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 5
SkyOak Wealth, LLC 5
Leelyn Smith, LLC 5
Perennial Investment Advisors, LLC 5
Carolina Wealth Advisors, LLC 5
TBH Global Asset Management, LLC 5
Horizon Bancorp Inc /in/ 5
HBC Financial Services, PLLC 5
Jeereddi Investments, LP 5
Madison Asset Management, LLC 5
Okabena Investment Services Inc 5
Kathmere Capital Management, LLC 5
Capital Wealth Alliance, LLC 5
Core Wealth Advisors, Inc. 5
Ballast Advisors Llc 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
Engrave Wealth Partners LLC 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
F&C Asset Management plc 5
KAMES CAPITAL management Ltd 5
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 5
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 5
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 5
Citizens National Bank Trust Department 5
Galaxy Capital Trading Ltd 5
J. W. Coons Advisors, LLC 5
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 5
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 5
FundVantage Trust - Verplanck Balanced Fund 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 5
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 5
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 5
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 5
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 5
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 5
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 5
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 5
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 5
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 5
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 5
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 5
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 5
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 5
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 5
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 5
Credo Capital Management, LLC 5
Rockbridge Investment Management, LCC 5
Six Circles Trust - Six Circles Global Bond Fund 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 5
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 5
Holloway Wealth Management, LLC 5
Tennessee Valley Asset Management Partners 5
Six Circles Trust - Six Circles Credit Opportunities Fund 5
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 5
Crescent Capital Consulting, LLC 5
Sage Mountain Advisors LLC 5
Centennial Wealth Advisory LLC 5
MTM Investment Management, LLC 5
McClarren Financial Advisors, Inc. 5
West Financial Advisors, LLC 5
Kesler, Norman & Wride, LLC 5
Cowa, Llc 5
OneAscent Wealth Management LLC 5
Merrion Investment Management Co, LLC 5
Liontrust Investment Partners LLP 5
Oder Investment Management, LLC 5
Privium Fund Management (UK) Ltd 5
Cadent Capital Advisors, LLC 5
Synergy Financial Management, LLC 5
Polar Capital Holdings Plc 5
SummerHaven Investment Management, LLC 5
True Link Financial Advisors, LLC 5
InterOcean Capital Group, LLC 5
Standard Family Office LLC 5
Waterfront Wealth Inc. 5
Safeguard Investment Advisory Group, LLC 5
EMC Capital Management 5
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 5
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 5
IronBridge Private Wealth, LLC 5
Bard Financial Services, Inc. 5
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 5
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 5
NB Crossroads Private Markets Access Fund LLC 5
Sageworth Trust Co of South Dakota 5
Conversant Capital LLC 5
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 5
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 5
PNC Managed Account Solutions, Inc. 5
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 5
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
Riverwater Partners LLC 5
Astrantus Ltd 5
Dixon Hughes Goodman Wealth Advisors LLC 5
Goodman Advisory Group, LLC 5
Naviter Wealth, LLC 5
Ameliora Wealth Management Ltd. 5
FRG Family Wealth Advisors LLC 5
Masso Torrence Wealth Management Inc. 5
Sonora Investment Management Group, LLC 5
North Reef Capital Management LP 5
Taika Capital, LP 5
Fifth Lane Capital, Lp 5
RE Dickinson Investment Advisors, LLC 5
Autumn Glory Partners, LLC 5
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 5
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 5
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 5
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 5
Nuveen Multi-Asset Income Fund 5
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 5
Glassy Mountain Advisors, Inc. 5
Smallwood Wealth Investment Management, LLC 5
Safeguard Financial, LLC 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 5
Retireful, LLC 5
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 5
Astoria Portfolio Advisors LLC. 5
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 5
Price Jennifer C. 5
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 5
Exos TFP Holdings LLC 5
Drive Wealth Management, Llc 5
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 5
Fiduciary Alliance LLC 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
Alliance Wealth Advisors, LLC /UT 5
McGlone Suttner Wealth Management, Inc. 5
New Hampshire Trust 5
AM Squared Ltd 5
Cercano Management LLC 5
Dudley Capital Management, Llc 5
Strategic Investment Solutions, Inc. /IL 5
Freedom Wealth Alliance, Llc 5
Ruedi Wealth Management, Inc. 5
Acrisure Capital Management, LLC 5
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 5
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 5
Cm Wealth Advisors Llc 5
Barrett & Company, Inc. 5
Imprint Wealth LLC 5
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
Samjo Management, LLC 5
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 5
Strategic Financial Concepts, LLC 5
CGC Financial Services, LLC 5
Financiere des Professionnels - Fonds d,investissement inc. 5
Ramirez Asset Management, Inc. 5
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 5
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 5
PFS Partners, LLC 5
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 5
Valued Wealth Advisors LLC 5
Trust Point Inc. 5
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 5
Sapient Capital Llc 5
Unique Wealth Strategies, LLC 5
Quotient Wealth Partners, LLC 5
Savvy Advisors, Inc. 5
Atlantic Edge Private Wealth Management, LLC 5
Gold Investment Management Ltd. 5
Catalytic Wealth RIA, LLC 5
Steward Partners Investment Solutions, Llc 5
Williamson Legacy Group, LLC 5
Polymer Capital Management (HK) LTD 5
AlTi Global, Inc. 5
Vima Llc 5
Sierra Summit Advisors Llc 5
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 5
Abel Hall, LLC 5
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 5
COMMERCE FUNDS - The MidCap Value Fund Shares 5
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 5
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 5
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 5
Focus Financial Network, Inc. 5
Sienna Gestion 5
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 5
Institutional Investment Strategy Fund 5
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 5
Global X Japan Co., Ltd. 5
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 5
Kerusso Capital Management LLC 5
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 5
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 5
Net Worth Advisory Group 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
Retirement Wealth Solutions LLC 5
Berbice Capital Management LLC 5
YANKCOM Partnership 5
Sovran Advisors, LLC 5
Roxbury Financial LLC 5
Gwn Securities Inc. 5
Richards, Merrill & Peterson, Inc. 5
Quantessence Capital LLC 5
Credit Industriel Et Commercial 5
PharVision Advisers, LLC 5
REAP Financial Group, LLC 5
Anb Bank 5
S-Bank Fund Management Ltd 5
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 5
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 5
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 5
Caldwell Trust Co 5
Portland Investment Counsel Inc. 4
Roberts Glore & Co Inc /il/ 4
Equity Investment Corp 4
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 4
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 4
John Hancock Income Securities Trust 4
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 4
Nuveen Flexible Investment Income Fund 4
Ransom Advisory, Ltd 4
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 4
InterOcean Capital, LLC 4
Main Street Financial Solutions, LLC 4
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 4
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 4
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 4
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 4
Israel Discount Bank of New York 4
Bastion Asset Management Inc. 4
Capital Counsel Llc/ny 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
SYM FINANCIAL Corp 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
Harvest Management Llc 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
Silver Bridge Capital Management LLC 4
Addenda Capital Inc. 4
Carderock Capital Management Inc 4
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 4
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 4
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 4
First Heartland Consultants, Inc. 4
Ronald Blue & Co Llc 4
ACK Asset Management LLC 4
Cohen & Steers Mlp Income & Energy Opportunity Fund 4
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 4
Zwj Investment Counsel Inc 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 4
South Texas Money Management Ltd 4
Snow Capital Management Lp 4
Teamwork Financial Advisors, LLC 4
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 4
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
Trivant Custom Portfolio Group, LLC 4
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 4
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 4
Central Asset Investments & Management Holdings (HK) Ltd 4
Parkside Investments, LLC 4
PCA Investment Advisory Services Inc. 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 4
Legacy Wealth Asset Management, LLC 4
Stony Point Wealth Management Inc. 4
Everhart Financial Group, Inc. 4
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 4
SWAN Capital LLC 4
DoubleLine ETF Adviser LP 4
Grand Jean Capital Management Inc 4
Brown Shipley& Co Ltd 4
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 4
Delaware Investments Dividend & Income Fund, Inc 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
Evelyn Partners Investment Management LLP 4
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 4
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 4
Darlington Partners Capital Management, Lp 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
VEGN - ETF Series Solutions - US Vegan Climate ETF 4
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 4
Fortaleza Asset Management Inc/ 4
Crescent Grove Advisors, LLC 4
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 4
Bloom Tree Partners, Llc 4
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 4
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 4
First Washington CORP 4
Crawford Fund Management, LLC 4
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 4
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 4
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 4
Athos Capital Ltd 4
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 4
Cobiz Investment Management, Llc 4
Ruffer LLP 4
Hunter Perkins Capital Management, LLC 4
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 4
Empire Financial Management Company, LLC 4
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 4
Jensen Investment Management Inc 4
Lomas Capital Management, LLC 4
Authentikos Wealth Advisory, LLC 4
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 4
Game Plan Financial Advisors, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 4
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 4
Cheviot Value Management, LLC 4
Capital Directions Investment Advisors, LLC 4
CQS Cayman LP 4
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 4
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 4
Investment Management Of Virginia Llc 4
Brandes Investment Partners, Lp 4
ENDW - EA Series Trust - Cambria Endowment Style ETF 4
Fort, L.p. 4
Cypress Asset Management Inc/tx 4
Rnc Capital Management Llc 4
Milestone Investment Advisors LLC 4
Polar Capital LLP 4
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 4
Iron Financial, LLC 4
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 4
Condor Capital Management 4
Carnick & Kubik, LLC 4
Muhlenkamp & Co Inc 4
Trust & Fiduciary Management Services Inc 4
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class 4
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 4
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 4
Commonwealth Financial Services, LLC 4
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 4
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 4
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 4
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 4
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 4
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 4
Burling Wealth Partners, Llc 4
Tradition Capital Management Llc 4
Regency Capital Management Inc.\DE 4
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 4
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 4
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 4
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 4
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 4
Rossmore Private Capital 4
Kinetic Partners Management, LP 4
D L Carlson Investment Group Inc 4
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 4
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 4
Howland Capital Management Llc 4
SignalPoint Asset Management, LLC 4
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 4
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 4
Clearwater Capital Advisors, LLC 4
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 4
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 4
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 4
Grey Fox Wealth Advisors, LLC 4
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 4
Pembroke Management, LTD 4
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 4
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
Scott & Selber, Inc. 4
Harbor Asset Planning, Inc. 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 4
Heartland Bank & Trust Co 4
Menard Financial Group LLC 4
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 4
Northpointe Capital Llc 4
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 4
NWK Group, Inc. 4
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
Mastrapasqua Asset Management Inc 4
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 4
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 4
Marcum Wealth, LLC 4
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 4
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 4
Grassi Investment Management 4
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 4
Richard W. Paul & Associates, LLC 4
B.O.S.S. Retirement Advisors, LLC 4
West Chester Capital Advisors, Inc 4
Wealth Alliance Advisory Group, LLC 4
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
Western Financial Corp/CA 4
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 4
Gallacher Capital Management LLC 4
Laurus Investment Counsel Inc. 4
Pioneer Diversified High Income Trust 4
Guardian Investment Management 4
JDM Financial Group LLC 4
First Trust Specialty Finance & Financial Opportunities Fund 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 4
MMCAP International Inc. SPC 4
Murphy & Mullick Capital Management Corp 4
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 4
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 4
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 4
Wallace Capital Management Inc. 4
Maseco Llp 4
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
Northwest Bancshares, Inc. 4
Signature Wealth Management Group 4
Mesirow Institutional Investment Management, Inc. 4
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 4
AMID - EA Series Trust - Argent Mid Cap ETF 4
VVSGX - VALIC Co I - Small Cap Growth Fund 4
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 4
Wealth Management Associates, Inc. 4
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 4
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 4
Bell Bank 4
Beutel, Goodman & Co Ltd. 4
Cowen Prime Advisors LLC 4
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 4
Qvr Llc 4
Washington Capital Management Inc 4
Beck Bode, LLC 4
Schaper Benz & Wise Investment Counsel Inc/wi 4
Ilmarinen Mutual Pension Insurance Co 4
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 4
Boston Family Office Llc 4
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 4
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 4
Tiff Advisory Services Inc 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
Scholtz & Company, Llc 4
Scout Funds 4
Gunderson Capital Management Inc. 4
De Burlo Group Inc 4
F3Logic, LLC 4
Cobalt Capital Management, Inc. 4
Fairway Private Equity & Venture Capital Opportunities Fund 4
Investment House Llc 4
John Hancock Premium Dividend Fund 4
Hunter Associates Investment Management Llc 4
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 4
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 4
Clough Global Dividend & Income Fund 4
Cutter & CO Brokerage, Inc. 4
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 4
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 4
Rock Creek Group, LP 4
Putnam High Income Securities Fund 4
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 4
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 4
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 4
Global Assets Advisory, LLC 4
Grayhawk Investment Strategies Inc. 4
Financial Sense Advisors, Inc. 4
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 4
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 4
Western Asset Diversified Income Fund 4
American Fidelity Dual Strategy Fund Inc 4
Global Thematic Partners, LLC 4
Loudon Investment Management, LLC 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
Pinnacle Advisory Group, Inc. 4
University Of Notre Dame Du Lac 4
Hc Financial Advisors Inc 4
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 4
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 4
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 4
Rodgers Brothers Inc. 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 4
Context Capital Funds 4
Optimal Asset Management, Inc. 4
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 4
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 4
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 4
Sfmg, Llc 4
Bar Harbor Trust Services 4
Curat Global, LLC 4
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 4
Integrated Wealth Counsel, Llc 4
Moser Wealth Advisors, LLC 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
Heritage Financial Services, LLC 4
Wealth Alliance 4
Bridgewater Advisors Inc. 4
Mattern Wealth Management LLC 4
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 4
Farmer Steven Patrick 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
Clough Global Opportunities Fund 4
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 4
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 4
Swiss Helvetia Fund, Inc. 4
Mine & Arao Wealth Creation & Management, LLC. 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 4
Private Management Group Inc 4
Isi Strategy Fund Inc 4
Principled Equity Market Fund 4
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 4
NOLVX - Northern Funds - Northern Large Cap Value Fund 4
Hendershot Investments Inc. 4
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 4
Hgk Asset Management Inc 4
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 4
Vanguard Morgan Growth Fund 4
Nicholas Hoffman & Company, LLC. 4
Promus Capital, LLC 4
IMG Wealth Management, Inc. 4
Telos Capital Management, Inc. 4
SILVER OAK SECURITIES, Inc 4
potrero capital research llc 4
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 4
McElhenny Sheffield Capital Management, LLC 4
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 4
Lansing Street Advisors 4
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 4
LGT Fund Management Co Ltd. 4
Cyrus J. Lawrence, LLC 4
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 4
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 4
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 4
My Legacy Advisors, LLC 4
Strengthening Families & Communities, LLC 4
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 4
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4
Hartwell J M Limited Partnership 4
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 4
Cue Financial Group, Inc. 4
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 4
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 4
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 4
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 4
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 4
Bank OZK 4
LaSalle Street Capital Management, LLC 4
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 4
Gallagher Fiduciary Advisors, LLC 4
Heard Capital LLC 4
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 4
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 4
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 4
Delek Group, Ltd. 4
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 4
Nuveen Preferred & Income Securities Fund 4
Twelve Points Wealth Management LLC 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
Ignis Investment Services Ltd 4
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 4
Apollo Management Holdings, L.P. 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
EMG Holdings, L.P. 4
West Coast Financial LLC 4
Psagot Value Holdings Ltd. / (Israel) 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
Genesis Wealth Advisors, LLC 4
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 4
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 4
Enterprise Trust & Investment Co 4
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 4
Columbus Circle Investors 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 4
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 4
Kennondale Capital Management LLC 4
Intrepid Capital Management Inc 4
Spinnaker Trust 4
Mandatum Life Insurance Co Ltd 4
Options Solutions, Llc 4
Matrix Trust Co 4
Thor Advisors, Llc 4
Cloud Capital Management, LLC 4
Mystic Asset Management, Inc. 4
Birch Hill Investment Advisors LLC 4
Capital Management Corp /va 4
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 4
West Bancorporation Inc 4
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 4
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 4
Mubadala Investment Co PJSC 4
Trust For Advisor Solutions 4
Schnieders Capital Management Llc 4
10Elms LLP 4
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 4
Parameter Capital Management LLC 4
Waters Parkerson & Co., Llc 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
Bivin & Associates, Inc. 4
Seaport Global Advisors, LLC 4
Jasper Ridge Partners, L.P. 4
Baldrige Asset Management LLC 4
Novem Group 4
Repertoire Partners LP 4
Castle Creek Arbitrage, LLC 4
OTA Financial Group L.P. 4
Chesapeake Wealth Management 4
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 4
KAMES CAPITAL management Ltd 4
WealthStone, Inc. 4
Aris Wealth Services, Inc. 4
Vetamer Capital Management, L.p. 4
Julex Capital Management, Llc 4
Banced Corp 4
Disciplined Equity Management, Inc. 4
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 4
CTC Capital Management, LLC 4
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 4
FrontFour Capital Group LLC 4
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 4
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 4
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 4
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4
Matrix Private Capital Group Llc 4
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 4
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 4
Gordian Capital Singapore Pte Ltd 4
RDA Financial Network 4
Aevitas Wealth Management, Inc. 4
Golden Gate Private Equity, Inc. 4
Cypress Capital Management Llc 4
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 4
LRT Capital Management, LLC 4
Lorber David A 4
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 4
Atlantic Private Wealth, LLC 4
Trellus Management Company, LLC 4
6 Meridian 4
Gibraltar Capital Management, Inc. 4
Balter Liquid Alternatives, LLC 4
Powell Investment Advisors, LLC 4
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 4
Jacobs Asset Management, Llc 4
Kimelman & Baird, LLC 4
Chemistry Wealth Management LLC 4
Next Level Private LLC 4
Maryland Capital Management 4
Q Global Advisors, LLC 4
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares 4
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 4
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 4
HoyleCohen, LLC 4
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund 4
Boulder Hill Capital Management Lp 4
Miller/howard High Income Equity Fund 4
NorthCrest Asset Manangement, LLC 4
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 4
Carson Advisory Inc. 4
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 4
Horizon Funds - HORIZON EXPEDITION PLUS ETF 4
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 4
Kmg Fiduciary Partners, Llc 4
Western Asset Middle Market Income Fund Inc. 4
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 4
Boenning & Scattergood, Inc. 4
King Wealth 4
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 4
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
Sandy Cove Advisors, LLC 4
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
Centric Wealth Management 4
Private Capital Advisors, Inc. 4
Havens Advisors Llc 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
Aristotle Capital Management, LLC 4
Noble Wealth Management PBC 4
Cohanzick Management, Llc 4
Sather Financial Group Inc 4
Rosenblum Silverman Sutton S F Inc /ca 4
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 4
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 4
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 4
SPX Equities Gestao de Recursos Ltda 4
Ahl Investment Management, Inc. 4
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 4
AIA Investment Management Private Ltd 4
Private Advisors, LLC 4
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 4
Missouri Trust & Investment Co 4
Capital Growth Management Lp 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
Stonebridge Financial Planning Group, LLC 4
Peterson Financial Group, Inc. 4
Edmond De Rothschild (suisse) S.a. 4
Boussard & Gavaudan Investment Management LLP 4
BBR ALO Fund, LLC 4
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 4
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 4
Flaherty & Crumrine Total Return Fund Inc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
Bingham Private Wealth, Llc 4
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 4
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 4
Capital Financial Planning, LLC 4
Nalls Sherbakoff Group, Llc 4
Impact Capital Partners LLC 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
BKD Wealth Advisors, LLC 4
GOODX - GoodHaven Funds Trust - GoodHaven Fund 4
Landsberg, Bennett, & Dubbaneh LLC 4
Hoover Financial Advisors, Inc. 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
Elkhorn Investments, LLC 4
Eukles Asset Management 4
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 4
Morningstar Investment Management LLC 4
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 4
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 4
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 4
Secure Asset Management, LLC 4
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 4
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 4
One68 Global Capital, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
Foresters Investment Management Company, Inc. 4
Penseco Financial Services Corp 4
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
Kleinwort Benson Investors Dublin Ltd 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 4
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 4
Angeles Investment Advisors, LLC 4
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 4
Little House Capital Llc 4
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 4
Mark Morris Et Al 4
David R. Rahn & Associates Inc. 4
PAX Financial Group, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 4
Minot Wealth Management LLC 4
First National Bank of South Miami 4
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 4
Jackson Hole Capital Partners, LLC 4
PHH Investments, Ltd. 4
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 4
WESPAC Advisors SoCal, LLC 4
Resonant Capital Advisors, LLC 4
Wellesley Investment Partners, LLC 4
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
MJT & Associates Financial Advisory Group, Inc. 4
Puff Wealth Management, Llc 4
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 4
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 4
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 4
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 4
Pacifica Partners Inc. 4
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 4
Abc Arbitrage Sa 4
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 4
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 4
Capital City Trust Co/fl 4
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 4
Asset Management Corp /il/ /adv 4
DSC Advisors, L.P. 4
Wingate Wealth Advisors, Inc. 4
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 4
XML Financial, LLC 4
Hager Investment Management Services, Llc 4
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 4
Redwood Investments, LLC 4
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
Calvert Impact Fund Inc 4
Crews Bank & Trust 4
Fairfax Financial Holdings Ltd/ Can 4
Usca All Terrain Fund 4
Doliver Advisors, Lp 4
Meadow Creek Wealth Advisors Llc 4
Union Bancaire Privee, UBP SA 4
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 4
Western Asset Corporate Loan Fund Inc. 4
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 4
BSW Wealth Partners 4
Ironwood Financial, llc 4
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 4
Stone Ridge Trust Iii 4
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 4
AEGON USA Investment Management, LLC 4
Weatherbie Capital, Llc 4
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
Saddle Road Partners, LLC 4
Montrusco Bolton Investments Inc. 4
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 4
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 4
Moab Capital Partners LLC 4
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 4
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 4
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class 4
Calamos Global Total Return Fund 4
Montag & Caldwell, Llc 4
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 4
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 4
Trafelet Brokaw Capital Management, L.p. 4
VGI Partners Ltd 4
Overbrook Management Corp 4
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 4
Delaware Vip Trust - Delaware Vip Value Series Standard Class 4
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
Lockheed Martin Investment Management Co 4
Tributary Capital Management, LLC 4
Ellsworth Growth & Income Fund Ltd 4
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 4
SCP Investment, LP 4
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 4
Summit X, LLC 4
Castle Hook Partners LP 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 4
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 4
Armbruster Capital Management, Inc. 4
Torray Llc 4
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 4
GoodHaven Capital Management, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 4
Advent/claymore Enhanced Growth & Income Fund 4
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 4
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 4
Cheyne Capital Management (UK) LLP 4
Truadvice, LLC 4
Carnegie Lake Advisors LLC 4
Fiduciary Management Associates Llc 4
Horan Capital Advisors, LLC. 4
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
Hudson Way Capital Management LLC 4
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 4
Goldentree Asset Management Lp 4
Eaton Vance Tax Advantaged Global Dividend Income Fund 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 4
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
Painted Porch Advisors LLC 4
Oasis Management Co Ltd. 4
John Hancock Tax-advantaged Dividend Income Fund 4
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 4
Overland Advisors, LLC 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
Neville Rodie & Shaw Inc 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 4
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 4
Empire Life Investments Inc. 4
Norman Fields, Gottscho Capital Management, LLC 4
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 4
Capital One Financial Corp 4
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 4
Skyline Asset Management Lp 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 4
MSD Partners, L.P. 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 4
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 4
Visionary Asset Management, Inc. 4
EdgePoint Investment Group Inc. 4
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 4
S&co Inc 4
Trian Fund Management, L.p. 4
New Wave Wealth Advisors Llc 4
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 4
Insight Folios Inc 4
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 4
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
Kwmg, Llc 4
River Wealth Advisors LLC 4
Chiron Capital Management, Llc 4
Bancroft Fund Ltd 4
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 4
Sumitomo Mitsui Financial Group, Inc. 4
Deroy & Devereaux Private Investment Counsel Inc 4
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 4
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 4
Wbh Advisory Inc 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
Sig Brokerage, Lp 4
Aristides Capital LLC 4
Prentiss Smith & Co Inc 4
Arrowgrass Capital Partners (us) Lp 4
BlackRock Capital Allocation Trust 4
Laidlaw Wealth Management LLC 4
Passport Capital, LLC 4
Global Income Builder Portfolio - Global Income Builder Portfolio 4
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 4
MASTERINVEST Kapitalanlage GmbH 4
Sadoff Investment Management Llc 4
Huber Capital Management LLC 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 4
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 4
Red Cedar Capital, LLC 4
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 4
Mountain Hill Investment Partners Corp. 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 4
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 4
Aua Capital Management, Llc 4
Pathway Financial Advisers, LLC 4
Oppenheimer Dividend Opportunity Fund 4
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 4
Mid Continent Capital Llc/il 4
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 4
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 4
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 4
Cambiar Investors Llc 4
Castlekeep Investment Advisors Llc 4
Fma Advisory Inc 4
Murphy Pohlad Asset Management LLC 4
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 4
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 4
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 4
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
Dialectic Capital Management, Lp 4
Sugar Maple Asset Management, LLC 4
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 4
Palisade Asset Management, LLC 4
Clear Point Advisors Inc. 4
Salvus Wealth Management, LLC 4
Tax-managed Global Small-cap Portfolio 4
Journey Advisory Group, LLC 4
Zions Trust, National Association 4
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 4
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 4
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 4
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 4
Premia Global Advisors, Llc 4
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 4
Taube Brook 4
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares 4
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 4
Cavalier Investments, LLC 4
Country Club Trust Company, n.a. 4
New Vernon Investment Management Llc 4
Lee Capital Management LP 4
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 4
International Private Wealth Advisors LLC 4
Old Well Partners, LLC 4
American Research & Management Co. 4
Capital CS Group, LLC 4
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 4
Fiduciary Family Office, Llc 4
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 4
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 4
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 4
Rs Investment Management Co Llc 4
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 4
Morgan Dempsey Capital Management Llc 4
AWM Investment Company, Inc. 4
Diversified, LLC 4
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 4
Brown Miller Wealth Management, LLC 4
Iowa State Bank 4
Godshalk Welsh Capital Management, Inc. 4
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 4
Bearing Point Capital, Llc 4
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 4
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 4
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 4
MGB Wealth Management, LLC 4
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 4
AMF Pensionsforsakring AB 4
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 4
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 4
Capstone Triton Financial Group, LLC 4
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 4
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 4
Connor Clark & Lunn Investment Management Ltd 4
Landaas & Co /wi /adv 4
Waterloo Capital, L.P. 4
Gratia Capital, Llc 4
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 4
No Street GP LP 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 4
Ibex Investors LLC 4
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 4
TBG - EA Series Trust - TBG Dividend Focus ETF 4
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 4
Sterling Manor Financial, LLC 4
Cpwm, Llc 4
PM CAPITAL Ltd 4
Aegis Financial Corp 4
Black Swift Group, LLC 4
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 4
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 4
Compass Ion Advisors, LLC 4
Field & Main Bank 4
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 4
Accent Capital Management, LLC 4
Leo Wealth, LLC 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
Sentinel Group Funds Inc 4
Cove Private Wealth, LLC 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 4
VMAX - Lattice Strategies Trust - Hartford US Value ETF 4
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 4
Running Point Capital Advisors, LLC 4
Mirador Capital Partners LP 4
Heritage Investors Management Corp 4
Dowling & Yahnke Llc 4
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 4
Kaizen Financial Strategies 4
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 4
Beacon Financial Group 4
American Asset Management Inc. 4
Folger Nolan Fleming Douglas Capital Management, Inc 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
Curbstone Financial Management Corp 4
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 4
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 4
Galvin, Gaustad & Stein, LLC 4
Kynikos Associates LP 4
Premier Asset Management Llc 4
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 4
Schmidt P J Investment Management Inc 4
Rexford Capital Inc 4
Somerset Trust Co 4
Proathlete Wealth Management Llc 4
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 4
First Merchants Corp 4
Phoenix Wealth Advisors 4
First Financial Equity Corporation 4
Cypress Point Wealth Management, LLC 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 4
Sivia Capital Partners, LLC 4
Leverage Partners Absolute Return Fund SPC 4
QVT Financial LP 4
Virtus Global Multi-sector Income Fund 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
Blue Fin Capital, Inc. 4
Burford Brothers, Inc. 4
Graticule Asia Macro Advisors LLC 4
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 4
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 4
Lokken Investment Group LLC 4
Sanibel Captiva Trust Company, Inc. 4
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 4
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 4
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 4
Smith Shellnut Wilson Llc /adv 4
Long Island Wealth Management, Inc. 4
Modus Advisors, LLC 4
Hoey Investments, Inc 4
CBOE Vest Financial, LLC 4
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 4
Torno Capital, Llc 4
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 4
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 4
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 4
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 4
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 4
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 4
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 4
Hills Bank & Trust Co 4
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 4
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 4
First Allied Asset Management, Inc. 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
Accretive Wealth Partners, LLC 4
Blue Sky Asset Management, LLC 4
Renasant Bank 4
Aspen Investment Management Inc 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
Cary Street Partners Asset Management Llc 4
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 4
Bright Rock Capital Management, Llc 4
AT Bancorp 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 4
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 4
IAG Wealth Partners, LLC 4
Taylor Frigon Capital Management LLC 4
Scott Marsh Financial, LLC 4
Flat Footed LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 4
Pingora Partners LLC 4
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 4
HMI Capital Management, L.P. 4
Stablepoint Partners, LLC 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
Jolley Asset Management, LLC 4
Stock Portfolio - Stock Portfolio 4
Private Capital Management, LLC 4
Tidemark, LLC 4
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 4
SVA Wealth Management, LLC 4
NDVR, Inc. 4
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 4
qPULA Trading Management LP 4
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 4
Delta Lloyd Asset Management N.v. 4
Everpar Advisors Llc 4
Nuveen Tax-advantaged Dividend Growth Fund 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 4
Eaton Vance Tax-managed Buy-write Opportunities Fund 4
Archon Partners LLC 4
Winslow Capital Management, LLC 4
Asset Advisors Corp 4
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 4
Gilliland Jeter Wealth Management LLC 4
Almitas Capital LLC 4
Harris Associates L P 4
Bear Mountain Capital, Inc. 4
BigSur Wealth Management LLC 4
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 4
Verdad Advisers, LP 4
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 4
Luxor Capital Group, LP 4
JT Stratford LLC 4
Sentinel Variable Products Trust 4
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 4
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 4
Folger Hill Asset Management LP 4
Lewis Asset Management, LLC 4
Gabelli Global Utility & Income Trust 4
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 4
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 4
Lisanti Capital Growth, LLC 4
Traynor Capital Management, Inc. 4
Fusion Family Wealth LLC 4
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 4
Wills Financial Group, Inc. 4
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 4
Canal Capital Management, LLC 4
Valmark Advisers, Inc. 4
Ccm Investment Advisers Llc 4
Accident Compensation Corp 4
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 4
Greenwood Gearhart Inc 4
Raiffeisen Bank International AG 4
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 4
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 4
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 4
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 4
Sterne Agee Group, Inc. 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
Alamea Verwaltungs GmbH 4
Moss Adams Wealth Advisors LLC 4
Engine No. 1 Llc 4
New England Asset Management Inc 4
Burns Matteson Capital Management, LLC 4
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 4
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 4
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 4
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 4
Fragasso Group Inc. 4
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 4
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 4
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 4
Bennett Lawrence Management L L C/ny 4
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
Knollwood Investment Advisory, LLC 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
Par Capital Management Inc 4
Para Advisors Llc 4
LexAurum Advisors, LLC 4
Endex Capital Management Llc 4
Greenlight Capital Inc 4
Dixon Hubard Feinour & Brown Inc/va 4
Counsel Portfolio Services Inc. 4
Motley Fool Wealth Management, LLC 4
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 4
Oxford Financial Group Ltd 4
Freedman Financial Associates, Inc. 4
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 4
Crestone Asset Management LLC 4
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 4
LifeWealth Investments, LLC 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
Marsico Capital Management Llc 4
Blue Granite Capital, LLC 4
Round Rock Advisors, LLC 4
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 4
Mondrian Investment Partners LTD 4
Dynasty Wealth Management, Llc 4
Timber Creek Capital Management LLC 4
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 4
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 4
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 4
Accredited Wealth Management, LLC 4
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
Halpern Financial, Inc. 4
Fir Tree Capital Management Lp 4
Beacon Trust Co 4
Woodard & Co Asset Management Group Inc /adv 4
Midwest Trust Co 4
Granite Investment Advisors, LLC 4
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
Waddell & Reed Advisors Funds 4
Wimmer Associates 1, Llc 4
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 4
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 4
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 4
Eubel Brady & Suttman Asset Management Inc 4
First American Bank 3
Amussen Hunsaker Associates Llc 3
Wellington Global Multi-Strategy Fund 3
Grassi Investment Management Llc 3
Laurel Grove Capital, LLC 3
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 3
Acropolis Investment Management, LLC 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 3
Oppenheimer Discovery Fund 3
Select Equity Group Inc 3
Hoertkorn Richard Charles 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
denkapparat Operations GmbH 3
Veracity Capital LLC 3
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 3
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 3
TT International Asset Management LTD 3
Forte Capital Llc /adv 3
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 3
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 3
Blue Bell Private Wealth Management, Llc 3
Apella Capital, LLC 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
Wealth High Governance Capital Ltda 3
Waverton Investment Management Ltd 3
Hamlin Capital Management, LLC 3
Abbot Financial Management, Inc. 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 3
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
Crabel Capital Management, LLC 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
Bridge City Capital, LLC 3
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 3
Summit Financial Group, Inc. 3
Round Table Services, LLC 3
Sabal Trust CO 3
Cantor Fitzgerald Investment Adviser L.p. 3
Hosking Partners LLP 3
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 3
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 3
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 3
Richard P Slaughter Associates Inc 3
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 3
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 3
Western Asset Investment Grade Defined Opportunity Trust Inc. 3
Concorde Asset Management, LLC 3
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 3
Evanson Asset Management, LLC 3
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 3
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 3
Temasek Holdings (Private) Ltd 3
Green Owl Capital Management, LLC 3
Sone Capital Management, LLC 3
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Maridea Wealth Management LLC 3
WAIOX - WASATCH FUNDS TRUST - Wasatch International Opportunities Fund Investor Class shares 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 3
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 3
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 3
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 3
Virtus Total Return Fund Inc. 3
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 3
Mathes Company, Inc. 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 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
Groupe la Francaise 3
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 3
PPM Funds - PPM Small Cap Value Fund (Inst) 3
Farmers Trust Co 3
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 3
DeDora Capital, Inc. 3
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 3
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 3
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 3
AINAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO International Allocation Fund Class A 3
HNA Group Co., Ltd. 3
CFSMX - ALPS Series Trust - Clarkston Partners Fund Founders Class 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 3
Cliftonlarsonallen Wealth Advisors, Llc 3
Icm Asset Management Inc/wa 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 3
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 3
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 3
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 3
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 3
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 3
Security National Bank Of Sioux City Iowa /ia/ 3
Flagship Wealth Advisors, Llc 3
Corvex Management LP 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
TradeLink Capital LLC 3
Northstar Wealth Partners LLC 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
Newfound Research LLC 3
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 3
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 3
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class 3
Heritage Trust Co 3
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 3
BIGTX - Monteagle Funds - The Texas Fund Class I 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 3
SFYF - Tidal ETF Trust - SoFi 50 ETF 3
St. James Investment Company, LLC 3
McKinley Carter Wealth Services, Inc. 3
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 3
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 3
Tygh Capital Management, Inc. 3
Boyar Asset Management Inc. 3
Burkehill Global Management, LP 3
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 3
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 3
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 3
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 3
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 3
Johanson Financial Advisors, Inc. 3
Paulson & Co. Inc. 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 3
Myriad Asset Management Ltd. 3
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 3
RBB FUND, INC. - Aquarius International Fund 3
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 3
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 3
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class 3
Intrua Financial, LLC 3
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 3
Linden Capital L.P. 3
Scotia Institutional Investments US, LP 3
Missouri Valley Partners, Inc. 3
Israel Discount Bank Of New York /gfn 3
united american securities inc. (d/b/a uas asset management) 3
Goldman Sachs Real Estate Diversified Income Fund 3
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 3
Atherton Lane Advisers, Llc 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 3
Gleason Group, Inc. 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
Taurus Asset Management, Llc 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
Lionshead Wealth Management, LLC 3
Capital World Growth & Income Fund 3
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 3
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 3
Resource Real Estate Diversified Income Fund 3
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund 3
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
Smart Portfolios, LLC 3
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 3
GSB Wealth Management, LLC 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 3
Flaharty Asset Management, LLC 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
Shepherd Financial Partners LLC 3
Worth Venture Partners, LLC 3
CAMG Solamere Management, LLC 3
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 3
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 3
Maple Capital Management, Inc. 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 3
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 3
Pacific Capital Partners Ltd 3
Melqart Asset Management (uk) Ltd 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 3
Integrity Alliance, Llc. 3
22nw, Lp 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 3
HCR Wealth Advisors 3
Bristol Advisors, LLC 3
Needham Investment Management Llc 3
Woodson Capital Management, LP 3
Camden National Bank 3
Bft Financial Group, Llc 3
Ivory Investment Management, Llc 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
Personal Capital Advisors Corp 3
Breton Hill Capital Ltd. 3
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 3
Fortis Group Advisors, LLC 3
Carl Domino Inc 3
Dumont & Blake Investment Advisors Llc 3
Catalyst Private Wealth, Llc 3
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 3
Blenheim Capital Management, BV 3
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 3
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 3
Bridges Investment Counsel Inc/ 3
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
Factory Mutual Insurance Co 3
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 3
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 3
North American Management Corp 3
Blue Harbour Group, L.P. 3
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 3
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 3
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 3
Capital Income Builder 3
Muzinich & Co., Inc. 3
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 3
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 3
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 3
Castle Rock Wealth Management, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 3
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
Bennett Selby Investments Lp 3
United Bank 3
Kinloch Capital, LLC 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class 3
Adirondack Retirement Specialists, Inc. 3
Evolution Wealth Management Inc. 3
Jlb & Associates Inc 3
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 3
Greytown Advisors Inc. 3
Legacy Financial Group LLC 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 3
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 3
Lyell Wealth Management, Lp 3
McCarthy Asset Management, Inc. 3
Good Life Advisors, LLC 3
Capital Planning Advisors, LLC 3
Future Financial Wealth Managment LLC 3
Stableford Capital Ii Llc 3
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 3
Touchstone Capital, Inc. 3
DB Wealth Management Group, LLC 3
Norris Perne & French Llp/mi 3
Corient IA LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
Samson Rock Capital LLP 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
Latitude Advisors, LLC 3
Bordeaux Wealth Advisors LLC 3
Lodestar Investment Counsel Llc/il 3
Westwood Management Corp /il/ 3
Kavar Capital Partners Group, Llc 3
Peddock Capital Advisors, Llc 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
Lumature Wealth Partners, LLC 3
Hamilton Lane Advisors Llc 3
Sterling Financial Planning, Inc. 3
Cerro Pacific Wealth Advisors LLC 3
Insight Advisors, LLC/ PA 3
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 3
Midwest Wealth Management Inc. 3
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 3
Randolph Co Inc 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
Bck Capital Management Lp 3
Kettle Hill Capital Management, Llc 3
Barber Financial Group, Inc. 3
Cassia Capital Partners, LLC 3
Mach-1 Financial Group, Inc. 3
Trust Co Of Virginia /va 3
Murphy Capital Management Inc 3
Tufton Capital Management 3
Connacht Asset Management LP 3
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 3
Distillate Capital Partners LLC 3
Baupost Group Llc/ma 3
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 3
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 3
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 3
Resolute Advisors LLC 3
Sovereign Financial Group, Inc. 3
Shelter Mutual Insurance Co 3
Abbrea Capital, LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2025 Fund Class A 3
2Xideas AG 3
Hyman Charles D 3
Lederer & Associates Investment Counsel/ca 3
Cion Ares Diversified Credit Fund 3
Cloverfields Capital Group, Lp 3
Ascendant Capital Management, LLC 3
Amitell Capital Pte Ltd 3
Sicart Associates LLC 3
Rubric Capital Management LP 3
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 3
Portland Global Advisors LLC 3
HN Saltoro Capital, LP 3
Tacita Capital Inc 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
Tiedemann Trust Co 3
Tabor Asset Management, LP 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 3
Purus Wealth Management, LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
Trent Capital Management Inc /nc/ 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 3
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 3
Norway Savings Bank 3
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 3
Measured Risk Portfolios, Inc. 3
Botty Investors LLC 3
Arthur M. Cohen & Associates, Llc 3
Firethorn Wealth Partners, Llc 3
Investment Management Associates Inc /adv 3
Timelo Investment Management Inc. 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Valley Brook Capital Group, Inc. 3
Callahan Advisors, LLC 3
Kempen Capital Management N.v. 3
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 3
Locust Wood Capital Advisers, LLC 3
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
JCP Investment Management, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
Bourne Lent Asset Management Inc 3
Tiaa Cref Trust Co Fsb/mo 3
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 3
Precision Wealth Strategies, LLC 3
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 3
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 3
Asset Planning Services, Ltd. 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
Advanced Series Trust - Ast International Growth Portfolio 3
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 3
Alaethes Wealth LLC 3
IFC Advisors LLC 3
Buckley Wealth Management, LLC 3
Hermes Investment Management Ltd 3
Hershey Trust Co 3
Lourd Capital, LLC 3
Tectonic Advisors Llc 3
Inr Advisory Services Llc 3
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 3
Baskin Financial Services Inc. 3
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 3
Baker Ellis Asset Management LLC 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
Beaumont Financial Partners, LLC 3
RGT Wealth Advisors, LLC 3
Connecticut Wealth Management, LLC 3
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
Stanford Investment Group, Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 3
Rikoon Group, LLC 3
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 3
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 3
WealthTrust Axiom LLC 3
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 3
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 3
First United Bank Trust/ 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 3
1st Source Bank 3
Rmr Real Estate Income Fund 3
Juncture Wealth Strategies, Llc 3
Blue Chip Partners, Inc. 3
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 3
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 3
Susquehanna Advisors Group, Inc. 3
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 3
Blue Barn Wealth, LLC 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 3
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 3
Lesa Sroufe & Co 3
Levitt Capital Management LLC 3
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 3
FORH - ETF Opportunities Trust - Formidable ETF 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2010 Fund Class R6 3
Sims Total Return Fund, Inc. 3
Emrys Partners, L.P. 3
Cortland Associates Inc/mo 3
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 3
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 3
Highwater Wealth Management, LLC 3
Brighthouse Funds Trust II - MFS Value Portfolio Class A 3
Cornerstone Strategic Value Fund Inc 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 3
Investment Counselors Of Maryland Llc 3
Clear Investment Research, Llc 3
Cascade Investment Advisors, Inc. 3
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 3
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 3
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 3
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 3
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 3
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
SeaTown Holdings Pte. Ltd. 3
US Asset Management LLC 3
Cornerstone Total Return Fund Inc 3
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 3
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 3
Ssga Master Trust 3
Ntv Asset Management Llc 3
Studio Investment Management Llc 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - September Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - September Series II 3
RYSEX - ROYCE FUND - Royce Special Equity Fund Investment Class 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 3
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 3
Antonetti Capital Management LLC 3
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 3
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 3
JB Capital LLC 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
McAdams Wright Ragen, Inc. 3
Jnl Series Trust - Jnl/wmc Value Fund (a) 3
Keeler THomas Management LLC 3
PENN SERIES FUNDS INC - Mid Core Value Fund 3
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 3
Western Asset Income Fund 3
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 3
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 3
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 3
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 3
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 3
Founders Bank & Trust 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
Alpine Partners USVI, LLC 3
Northwest Capital Management Inc 3
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 3
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 3
Western Asset Premier Bond Fund 3
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 3
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 3
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 3
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 3
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 3
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 3
Premier Fund Managers Ltd 3
Mpi Investment Management, Inc. 3
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 3
Bangor Savings Bank 3
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF 3
Retirement Design & Management Inc /adv 3
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 3
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 3
Tanaka Capital Management Inc 3
Madison Investment Advisors, LLC 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
Indices-Pac Research Corp. 3
Catapult Capital Management Llc 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
Account Management LLC 3
DMG Group, LLC 3
Cornerstone Financial Partners, LLC 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
Yarbrough Capital, LLC 3
Md Sass Investors Services Inc 3
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 3
Ignite Planners, LLC 3
Resource Consulting Group Inc 3
Kathleen S. Wright Associates Inc. 3
Domani Wealth, LLC 3
Fsb Premier Wealth Management, Inc. 3
Friess Associates Llc 3
NS Partners Ltd 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 3
Davidson Kahn Capital Management, LLC 3
Greatmark Investment Partners, Inc. 3
Vista Finance, Llc 3
Cross Staff Investments Inc 3
Pinnacle Private Wealth, LLC 3
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 3
Lloyd Park, LLC 3
Crescent Park Management, L.P. 3
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 3
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 3
Alan B. Lancz & Associates, Inc. 3
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 3
Privium Fund Management B.V. 3
Northcape Wealth Management, Llc 3
Cypress Wealth Services, LLC 3
Castalian Partners, LLC 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
Mount Capital Ltd 3
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 3
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
Seven Grand Managers, Llc 3
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 3
Morton Brown Family Wealth, LLC 3
Paralel Advisors LLC 3
Adirondack Research & Management Inc. 3
GGBFX - GuideStone Funds - Global Bond Fund Investor 3
Integrity Capital Management (HK) Ltd 3
VR Advisory Services Ltd 3
Dreyfus Manager Funds I 3
Caldwell Investment Management Ltd. 3
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 3
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 3
Clovis Capital Management Lp 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 3
True North Advisors, LLC 3
Financial Connections Group, Inc. 3
Castle Financial & Retirement Planning Associates, Inc. 3
OPTIMAS CAPITAL Ltd 3
Gruss & Co., LLC 3
Guardian Wealth Advisors, Llc / Nc 3
SMITH HAYES Advisers, Inc 3
Wulff, Hansen & Co. 3
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 3
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 3
VSM Wealth Advisory, LLC 3
Trillium Asset Management, Llc 3
Cullen Capital Management, LLC 3
Azimuth Capital Management LLC 3
GURU - Global X Funds - Global X Guru Index ETF 3
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 3
Pluribus Labs, LLC 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
HFG Advisors, Inc. 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
Gould Capital, LLC 3
Settian Capital LP 3
Knightsbridge Asset Management, Llc 3
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 3
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 3
Alta Fox Capital Management, Llc 3
Tilia Fiduciary Partners, Inc. 3
Redwood Park Advisors LLC 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
Sendero Wealth Management, LLC 3
Graham Capital Wealth Management, Llc 3
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3
Physicians Financial Services, Inc. 3
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 3
Drexel Morgan & Co. 3
P.a.w. Capital Corp 3
Ray Gerald L & Associates Ltd 3
Thomas White International Ltd 3
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 3
Mendel Capital Management LLC 3
Jackson Park Capital, Llc 3
Schafer Cullen Capital Management Inc 3
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 3
Titleist Asset Management, Ltd. 3
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 3
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
ARS Investment Partners, LLC 3
RDST Capital LLC 3
Blue Rock Advisors, LLC 3
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 3
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 3
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 3
Thomaspartners, Inc. 3
AlphaCentric Advisors LLC 3
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - December Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - December Series I 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 3
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
Credit Capital Investments LLC 3
Kernodle & Katon Asset Management Group, LLC 3
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
Values First Advisors, Inc. 3
Suffolk Capital Management Llc 3
FirstMerit Bank N A Trustee 3
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 3
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 3
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 3
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
Iberiabank Corp 3
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 3
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 3
Artemis Wealth Advisors, LLC 3
Manteio Capital LLC 3
Hall Capital Management Co Inc 3
SEG Partners Long/Short Equity Fund 3
Schneider Downs Wealth Management Advisors, LP 3
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 3
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 3
FSC Wealth Advisors, LLC 3
Capital Insight Partners, Llc 3
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 3
Provence Wealth Management Group 3
Investmark Advisory Group LLC 3
Bank Pictet & Cie (asia) Ltd 3
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 3
Triad Financial Advisors, Inc. 3
JS Capital Management LLC 3
Country Club Bank /gfn 3
Worth Asset Management, LLC 3
Cohen & Steers Global Income Builder, Inc 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Hutchens & Kramer Investment Management Group, LLC 3
Paragon Capital Management LLC 3
BFIX - Build Funds Trust - Build Bond Innovation ETF 3
Quantum Private Wealth, LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - March Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - March Series I 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
IPPP - Listed Funds Trust - Preferred-Plus ETF 3
IPDP - Listed Funds Trust - Dividend Performers ETF 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 3
Greystone Investment Management Llc 3
Maestria Partners LLC 3
Willner & Heller, Llc 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
Alpine Total Dynamic Dividend Fund 3
Gamble Jones Investment Counsel 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 3
Pimco Flexible Credit Income Fund 3
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 3
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 3
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 3
Bronson Point Management LLC 3
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 3
OIOIX - Investment Managers Series Trust II - AXS Income Opportunities Fund Class I 3
Investment Partners, Ltd. 3
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
Nippon Life Global Investors Americas, Inc. 3
Hedeker Wealth, LLC 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 3
Ardevora Asset Management LLP 3
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 3
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 3
Hall Kathryn A. 3
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
Tradewinds, LLC. 3
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 3
James Hambro & Partners 3
Main Street Research LLC 3
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - June Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - June Series I 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3
Emory University 3
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 3
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 3
Ulysses Management LLC 3
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 3
Coston, McIsaac & Partners 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 3
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 3
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 3
Symons Capital Management Inc 3
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 3
Academy Capital Management Inc/tx 3
Roof Eidam & Maycock/adv 3
Troluce Capital Advisors LLC 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 3
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 3
Aristotle Capital Boston, LLC 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 3
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 3
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 3
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 3
Richard C. Young & CO., LTD. 3
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 3
Buffington Mohr McNeal 3
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 3
Bardin Hill Management Partners Lp 3
Creative Capital Management Investments LLC 3
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 3
Hawkins Capital L.P. 3
Retirement Financial Solutions, Llc 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
IronBridge Capital Management LP 3
Blackrock Credit Allocation Income Trust 3
Noesis Capital Mangement Corp 3
Cadinha & Co Llc 3
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 3
Hoxton Planning & Management, LLC 3
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 3
Beaumont Financial Advisors, LLC 3
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 3
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 3
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 3
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 3
Jessup Wealth Management, Inc 3
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 3
Grisanti Capital Management LLC 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
Markston International Llc 3
Riverview Capital Advisers, LLC 3
Vermillion Wealth Management, Inc. 3
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 3
Team Hewins, LLC 3
RMG Wealth Management LLC 3
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 3
Sigma Investment Counselors Inc 3
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 3
Perkins Capital Management Inc 3
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 3
Bruni J V & Co /co 3
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 3
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 3
NOIGX - Northern Funds - Northern International Equity Fund 3
Garden State Investment Advisory Services LLC 3
Beverly Hills Private Wealth, LLC 3
Oak Ridge Investments Llc 3
Bain Capital Public Equity, LP 3
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 3
Summitry Llc 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 3
Rbo & Co Llc 3
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
Madison Investment Holdings Inc 3
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6 3
Capital Group Investment Management Pte. Ltd. 3
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class 3
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 3
Sprott Focus Trust Inc. 3
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 3
Hugh Johnson Advisors LLC 3
Board of Trustees of The Leland Stanford Junior University 3
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 3
TFB Advisors LLC 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
Incline Global Management LLC 3
Applied Finance Capital Management, LLC 3
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 3
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 3
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 3
ALIL - EA Series Trust - Argent Focused Small Cap ETF 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
Portolan Capital Management, LLC 3
Cypress Funds Llc 3
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 3
Signature Estate & Investment Advisors Llc 3
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 3
Chesapeake Asset Management Llc 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 3
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 3
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 3
Lakewood Asset Management LLC 3
First Niagara Bank 3
Prostatis Group LLC 3
Courier Capital Llc 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 3
Governors Lane LP 3
Lifestyle Asset Management, Inc. 3
PACIFIC SELECT FUND - Growth Portfolio Class I 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
Evelyn Partners Asset Management Ltd 3
American Assets Investment Management, LLC 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
Zrc Wealth Management, Llc 3
Legacy Capital Group California, Inc. 3
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 3
Atala Financial Inc 3
Klr Investment Advisors, Llc 3
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 3
Pine Valley Investments Ltd Liability Co 3
National Wealth Management Group, LLC 3
Titleist Asset Management, Llc 3
Croban 3
GMEZX - GuideStone Funds - Impact Equity Fund Investor 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 3
Empower Advisory Group, LLC 3
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
Sweeney & Michel, Llc 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
Private Capital Management Inc 3
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
Fortune Financial Advisors, LLC 3
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 3
Genus Capital Management Inc. 3
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 3
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 3
Tran Capital Management, L.p. 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 3
Union Savings Bank 3
Mcmillion Capital Management Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 3
Fidelity Multi-Strategy Credit Fund 3
GTDDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Developing Markets Fund Class A 3
IZSIX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Select Opportunities Fund CLASS R5 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A 3
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
Provident Investment Management, Inc. 3
Bainco International Investors 3
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 3
BlackRock ETF Trust II - BlackRock Flexible Income ETF 3
TGRAX - Aim Investment Funds (invesco Investment Funds) - Invesco Pacific Growth Fund Class A 3
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
BluePath Capital Management, LLC 3
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 3
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 3
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 3
ROE - EA Series Trust - Astoria US Quality Kings ETF 3
Tiger Management L.l.c. 3
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 3
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 3
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 3
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 3
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 3
IGDAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Gold & Precious Metals Fund Class A 3
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 3
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 3
Okumus Fund Management Ltd. 3
Boreal Capital Management LLC 3
AGAAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Small & Mid Cap Growth Fund Class A 3
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 3
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 3
South Street Advisors LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 3
Nuveen Diversified Dividend & Income Fund 3
RPg Family Wealth Advisory, LLC 3
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 3
Bowen Hanes & Co Inc 3
Nuveen Tax Advantaged Total Return Strategy Fund 3
Girard Securities, Inc. 3
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A 3
Cognios Capital, LLC 3
Westerkirk Capital Inc. 3
BKM Wealth Management, LLC 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
Bessemer Securities Llc 3
Trueblood Wealth Management, LLC 3
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
ASIAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Asia Pacific Growth Fund Class A 3
Bach Investment Advisors Ltd 3
Hellman Jordan Management Co Inc /ma/ 3
Old Republic International Corp 3
Guardian Capital Advisors Lp 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 3
Penbrook Management LLC 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 3
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 3
Cullen Investment Group, Ltd. 3
Private Client Services, Llc 3
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
Financial Partners Group, Inc 3
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 3
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 3
Eaton Vance Tax-managed Buy-write Income Fund 3
McGowan Group Asset Management, Inc. 3
Berry Wealth Group, LP 3
Edgewood Management Llc 3
Signature Resources Capital Management, LLC 3
Barlow Wealth Partners, Inc. 3
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3
Fielder Capital Group LLC 3
Breed's Hill Capital LLC 3
Access Investment Management LLC 3
Sentry Investments Corp. 3
Marest Capital, LLC 3
Cornerstone Capital Management Llc 3
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 3
Winthrop Capital Management, LLC 3
LVLAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Low Volatility Emerging Markets Fund Class A 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
Focus Financial Network Inc /adv 3
Pring Turner Capital Group Inc 3
Limestone Investment Advisors LP 3
BTG Pactual Global Asset Management Ltd 3
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C 3
Richardson Capital Management LLC 3
LDR Capital Management LLC 3
Bernzott Capital Advisors 3
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 3
Signal Advisors Wealth, LLC 3
First Trust Investment Solutions L.P. 3
ALAAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Income Allocation Fund Class A 3
Samjo Capital LLC 3
Aviso Wealth Management 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Local Debt Fund Class R6 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 3
Evernest Financial Advisors, LLC 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
Ilex Capital Partners (UK) LLP 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 3
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 3
Nuveen Global High Income Fund 3
Kalmar Investments Inc /de/ 3
Gabelli Go Anywhere Trust 3
Encompass More Asset Management 3
Foster Dykema Cabot & Partners, Llc 3
Belmont Capital, LLC 3
Paragon Advisors, LLC 3
FJ Investments, LLC 3
Relyea Zuckerberg Hanson LLC 3
Optimist Retirement Group LLC 3
Citizens & Northern Corp 3
United Advisor Group, LLC 3
Elkhorn Partners Limited Partnership 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
Oracle Alpha Inc. 3
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 3
Hobbs Group Advisors, LLC 3
Abrams Capital Management, L.p. 3
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 3
Dalton Investments LLC 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 3
Livelsberger Financial Advisory 3
Oppenheimer Main Street Small Cap Fund 3
Oak Grove Capital LLC 3
Avenir Corp 3
Meru Capital Group, LP 3
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 3
Financial Synergies Wealth Advisors, Inc. 3
Emprise Bank 3
Schneider Capital Management Corp 3
Banc Funds Co Llc 3
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 3
Accordant Advisory Group Inc 3
Caxton Corp 3
New South Capital Management Inc 3
Fairway Wealth LLC 3
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 3
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 3
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 3
Catalina Capital Group, LLC 3
Embree Financial Group 3
New Mountain Vantage Advisers, L.l.c. 3
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 3
Gratus Wealth Advisors, LLC 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
Spirepoint Private Client, Llc 3
Atlanta Consulting Group Advisors, LLC 3
Passumpsic Savings Bank 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 3
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 3
Mowery & Schoenfeld Wealth Management, LLC 3
Nuveen Real Asset Income & Growth Fund 3
Enstar Group LTD 3
RKL Wealth Management LLC 3
FS Series Trust - FS Market Neutral Fund Class I 3
Highline Capital Management, L.p. 3
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
TruNorth Capital Management, LLC 3
Nautilus Advisors LLC 3
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 3
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 3
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 3
Bank & Trust Co 3
PointState Capital LP 3
World Equity Group, Inc. 3
Kiker Wealth Management, LLC 3
City Center Advisors, LLC 3
Blue Clay Capital Management, LLC 3
TEXN - iSHARES TRUST - iShares Texas Equity ETF 3
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 3
J. Safra Sarasin Holding AG 3
Senator Investment Group LP 3
Kings Path Partners LLC 3
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 3
Highfields Capital Management Lp 3
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 3
Wealthgarden F.s. Llc 3
Fairfield Financial Advisors, LTD 3
FreeGulliver LLC 3
Tribune Investment Group LP 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
Discovery Capital Management, Llc / Ct 3
Ariadne Wealth Management, LP 3
Brookfield Real Assets Income Fund Inc. 3
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 3
Brown Financial Advisors 3
Cannon Financial Strategists, Inc. 3
Sage Advisors, Llc 3
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND 3
Geneva Capital Management Llc 3
Alpine Associates Management Inc. 3
Tremblant Capital Group 3
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
Mattson Financial Services, LLC 3
CWH Capital Management, Inc. 3
Code Waechter LLC 3
Jackson Square Partners, LLC 3
Paladin Wealth, LLC 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
Taylor, Cottrill, Erickson & Associates, Inc. 3
Runnymede Capital Advisors, Inc. 3
Raffles Associates Lp 3
Exane Asset Management 3
Schooner Investment Group, LLC. 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
Glenhill Advisors Llc 3
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 3
Kennebec Savings Bank 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
MidAtlantic Capital Management, Inc. 3
Taylor Hoffman Capital Management LLC 3
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 3
Everstar Asset Management, LLC 3
Promethium Advisors,llc 3
Lone Pine Capital Llc 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
Ruane, Cunniff & Goldfarb Inc 3
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 3
Cortina Asset Management, LLC 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
High Falls Advisors, Inc 3
Broad Run Investment Management, LLC 3
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 3
Steadfast Capital Management Lp 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 3
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 3
Copley Financial Group, Inc. 3
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 3
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF 3
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 3
Advent Claymore Convertible Securities & Income Fund Ii 3
Gillespie Robinson & Grimm Inc 3
Florida Financial Advisors, Llc 3
Westmount Partners, LLC 3
Kiltearn Partners LLP 3
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 3
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 3
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF 3
Genesis Private Wealth, Llc 3
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 3
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 3
Heck Capital Advisors, LLC 3
Hutchens Investment Management Inc 3
Lakewood Capital Management, Lp 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 3
Serenus Wealth Advisors, LLC 3
Comprehensive Financial Planning, Inc./PA 3
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 3
Wealthcare Capital Partners, LLC 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
Darrell & King Llc 3
Matisse Capital 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 3
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 3
Dividend Builder Portfolio 3
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 3
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 3
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 3
Dougherty Wealth Advisers LLC 3
Cedar Brook Financial Partners, LLC 3
Garrison Point Advisors, Llc 3
Ascent Wealth Partners, LLC 3
Private Portfolio Partners Llc 3
Large-cap Value Portfolio 3
9258 Wealth Management, LLC 3
Velanne Asset Management Ltd 3
Security Benefit Life Insurance Co /ks/ 3
Fjell Capital, LLC 3
Farmers & Merchants Trust Co of Long Beach 3
CRA Financial Services, LLC 3
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 3
Personal Wealth Partners 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 3
Great Point Wealth Advisors, LLC 3
Newtyn Management, LLC 3
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 3
Syquant Capital Sas 3
Ostrum Asset Management U.s., Llc 3
United Income, Inc. 3
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 3
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 3
Ocean Capital Management, LLC 3
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 3
Wambolt & Associates, LLC 3
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 3
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 3
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 3
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 3
Wilks Brothers, LLC 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
Outlook Wealth Advisors, LLC 3
Guidance Point Advisors, LLC 3
Hnp Capital Llc 3
Inherent Group, Lp 3
Plimoth Trust Co Llc 3
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 3
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 3
Khp Capital, Llc 3
Virginia National Bank 3
Greykasell Wealth Strategies, Inc. 3
Brendel Financial Advisors LLC 3
McGuire Investment Group, LLC 3
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 3
WATWX - WANGER ADVISORS TRUST - Wanger Select 3
Aequim Alternative Investments LP 3
Cypress Capital, LLC 3
Tuscan Ridge Asset Management Llc 3
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 3
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 3
Sage Investment Counsel LLC 3
Van Leeuwen & Company, LLC 3
Valentine Capital Asset Management, Inc. 3
Allen Capital Group, LLC 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Opseu Pension Plan Trust Fund 3
Lee Capital Holdings LLC 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
Means Investment Co., Inc. 3
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 3
Sage Rhino Capital Llc 3
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 3
Lantz Financial LLC 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 3
O'Dell Group, LLC 3
Invesco High Income 2024 Target Term Fund 3
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 3
Hudson Valley Investment Advisors Inc /adv 3
Waddell & Associates, Llc 3
Cynosure Advisors, Llc 3
Requisite Capital Management, LLC 3
Hi-Line Capital Management, LLC 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
Greenhaven Road Investment Management, L.P. 3
Bank of Kentucky, Inc. 3
Employers Holdings, Inc. 3
Beacon Harbor Wealth Advisors, Inc. 3
VCIGX - VALIC Co I - Dividend Value Fund 3
Spectrum Financial Alliance Ltd LLC 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
Smith, Salley & Associates 3
Pimco Corporate & Income Strategy Fund 3
Jet Capital Investors L P 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 3
Destra Investment Trust Ii 3
Boltwood Capital Management 3
Stone Toro Investment Advisers, LP 3
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 3
Gifford Fong Associates 3
Winmill & Co. Inc 3
Skba Capital Management Llc 3
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 3
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 3
Quadrature Capital LLP 3
Ithaka Group Llc 3
Usaa Etf Trust 3
Parametric Market Neutral Portfolio 3
1492 Capital Management LLC 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 3
East Coast Asset Management, LLC. 3
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 3
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
Permanent Capital Management, LP 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 3
Coordinated Financial Services, Inc. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 3
Seven Post Investment Office LP 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 3
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
Solstein Capital, LLC 3
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 3
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 3
Peregrine Asset Advisers, Inc. 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
Hna Capital Group Co., Ltd. 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 3
10-15 Associates, Inc. 3
Snow Park Capital Partners, LP 3
Clare Market Investments LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Master Event-Linked Bond Fund Class R6 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 3
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 3
Smart Money Group LLC 3
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 3
MIZAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Multi-Asset Inflation Fund Class A 3
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 3
AMKAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Moderate Allocation Fund Class A 3
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 3
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 3
Saiers Capital, LLC 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
Third Point LLC 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
S. Muoio & Co. Llc 3
Odey Asset Management Group Ltd 3
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A 3
J.P. Marvel Investment Advisors, LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 3
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 3
Pennsylvania Capital Management Inc /adv 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
AlphaOne Investment Services, LLC 3
Alken Asset Management Ltd. 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 3
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 3
Brick & Kyle, Associates 3
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 3
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
Atalanta Sosnoff Capital, Llc 3
Liberty Capital Management, Inc. 3
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 3
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 3
Arvest Bank Trust Division 3
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 3
LQLAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Alternative Strategies Fund Class A 3
Mitchell Mcleod Pugh & Williams Inc 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 3
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 3
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 3
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 3
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 3
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 3
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 3
Keystone Financial Planning, Inc. 3
Jabodon Pt Co 3
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 3
Quadrant Private Wealth Management, LLC 3
Mhr Fund Management Llc 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
Welch Group, LLC 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 3
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 3
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 3
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 3
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 3
Btr Capital Management Inc 3
Invesco Senior Income Trust 3
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 3
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 3
Farallon Capital Management Llc 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
Oppenheimer Small Cap Value Fund 3
Oppenheimer Capital Appreciation Fund 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
Stonebridge Capital Management Inc 3
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 3
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A 3
Provident Wealth Management, LLC 3
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 3
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 3
SHTIX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Duration Inflation Protected Fund Class A2 3
Sippican Capital Advisors 3
Inverness Investment Group, LLC 3
Wolf Group Capital Advisors 3
First Long Island Investors, LLC 3
Beach Point Capital Management LP 3
Hartline Investment Corp/ 3
Ws Management Lllp 3
American Assets Capital Advisers, LLC 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
Trust Investment Advisors 3
First Houston Capital, Inc. 3
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 3
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 3
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 3
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 3
Wharton Business Group, LLC 3
Cairn Investment Group, Inc. 3
Cedar Mountain Advisors, LLC 3
Vista Wealth Management Group, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 3
Howard Wealth Management, Llc 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 3
Goodwin Daniel L 3
National Investment Services of America, LLC 3
Capital Square, LLC 3
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 3
BlackRock Credit Strategies Fund 3
Smid-cap Portfolio 3
Sterling Global Strategies LLC 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 3
Callan Capital, LLC 3
Stokes Family Office, LLC 3
Magellan Asset Management Ltd 3
GFG Capital, LLC 3
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 3
AMJ Financial Wealth Management 3
Invesco High Income Trust Ii 3
Fulcrum Capital LLC 3
Strategic Wealth Designers 3
Vantage Investment Partners, LLC 3
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 3
Professional Financial Advisors, LLC 3
Reynders McVeigh Capital Management, LLC 3
Invesco Securities Trust - Invesco Balanced-Risk Aggressive Allocation Fund 3
Adell Harriman & Carpenter Inc 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 3
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 3
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 3
Gyroscope Capital Management Group, Llc 3
Live Oak Private Wealth LLC 3
Blue Zone Wealth Advisors, LLC 3
Texas Capital Bank Wealth Management Services Inc 3
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 3
Hamel Associates, Inc. 3
Demars Financial Group, LLC 3
Sage Rock Capital Management LP 3
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 3
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 3
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 3
Fortis Capital Management LLC 3
Wall Street Access Asset Management, LLC 3
Tower View Investment Management & Research LLC 3
Oaktree Capital Management Lp 3
Sound Financial Strategies Group, LLC 3
Solel Partners LP 3
Aprio Wealth Management, LLC 3
Mic Capital Partners (public) (us) Im, Llc 3
Asio Capital, LLC 3
CT Financial Advisors LLC 3
Sand Grove Capital Management LLP 3
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 3
Nexus Investment Management ULC 3
Eagle Capital Growth Fund, Inc. 3
Community Bank & Trust, Waco, Texas 3
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 3
Pioneer High Income Trust 3
Haafor (Singapore) Pte. Ltd. 3
Private Asset Management Inc 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
Burke & Herbert Bank & Trust Co 3
Burns J W & Co Inc/ny 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
Seven Springs Wealth Group, LLC 3
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 3
Pure Financial Advisors, Inc. 3
B & T Capital Management DBA Alpha Capital Management 3
Sawyer & Company, Inc 3
ROSS\JOHNSON & Associates LLC 3
Stone Point Capital Llc 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
MADDEN SECURITIES Corp 3
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 3
Affiance Financial, LLC 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
ID Management A/S 3
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 3
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 3
Security National Bank 3
Turim 21 Investimentos Ltda. 3
ESMAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO European Small Company Fund Class A 3
TFG Advisers LLC 3
Sowa Financial Group, Inc. 3
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 3
Davis R M Inc 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
Arena Investors LP 3
Spotlight Asset Group, Inc. 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
Benin Management CORP 3